BURNS J W & CO INC/NY

CIK: 0001047339SEC EDGAR →

Portfolio Value

$793K

Holdings

183

As of

Q4 2025

New Positions

183

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
AAPL

APPLE INC

307,683$84K
10.54%
2
MSFT

MICROSOFT CORP

128,570$62K
7.84%
3
GOOG

ALPHABET CLASS C

139,445$44K
5.52%
4
V

VISA INC

107,119$38K
4.73%
5
AMZN

AMAZON INC

137,647$32K
4.00%
6
VTI

VANGUARD TOTAL STOCK MARKET ETF

94,098$32K
3.98%
7
VYMI

VANGUARD INTERNATIONAL DIVIDEND ETF

306,217$28K
3.47%
8
JPM

JPMORGAN CHASE & CO. COM

79,197$26K
3.22%
9
NVDA

NVIDIA CORPORATION COM

135,468$25K
3.18%
10
VIG

VANGUARD DIVIDEND APPRECIATION ETF

103,214$23K
2.86%

Quarterly Changes

Top Buys

AAPLNEW
$84K
MSFTNEW
$62K
GOOGNEW
$44K
VNEW
$38K
AMZNNEW
$32K

Top Sells

No sells this quarter

New Positions (183)

AAPL
$84K · 308K shares
MSFT
$62K · 129K shares
GOOG
$44K · 139K shares
V
$38K · 107K shares
AMZN
$32K · 138K shares
VTI
$32K · 94K shares
VYMI
$28K · 306K shares
JPM
$26K · 79K shares
NVDA
$25K · 135K shares
VIG
$23K · 103K shares
IJH
$19K · 290K shares
RTX
$14K · 77K shares
NFLX
$14K · 148K shares
MCD
$14K · 45K shares
DWD
$12K · 66K shares
JNJ
$11K · 54K shares
CVX
$10K · 67K shares
WM
$10K · 46K shares
IJR
$10K · 83K shares
SYK
$9K · 26K shares
DHR
$9K · 39K shares
VYM
$9K · 59K shares
PEP
$8K · 56K shares
PG
$8K · 54K shares
ABBV
$8K · 34K shares
XLK
$8K · 53K shares
XLI
$8K · 49K shares
VXUS
$7K · 99K shares
AMGN
$7K · 23K shares
GOOGL
$7K · 22K shares
IGSB
$7K · 129K shares
DE
$7K · 15K shares
PANW
$7K · 37K shares
XLF
$6K · 114K shares
AVGO
$6K · 17K shares
NSC
$6K · 20K shares
LOW
$5K · 22K shares
HD
$5K · 15K shares
PAYX
$5K · 45K shares
LQD
$5K · 41K shares
IJS
$4K · 39K shares
SBUX
$4K · 51K shares
PLTR
$4K · 24K shares
XOM
$4K · 34K shares
KO
$4K · 59K shares
IAU*
$3K · 41K shares
CME
$3K · 12K shares
DIS
$3K · 26K shares
SPHQ
$3K · 38K shares
TJX
$3K · 18K shares
YUM
$3K · 18K shares
BA
$3K · 12K shares
4I1
$3K · 16K shares
RSP
$3K · 13K shares
HYG
$3K · 31K shares
AMAT
$2K · 9K shares
COF
$2K · 10K shares
WCN
$2K · 13K shares
IBB
$2K · 12K shares
XLE
$2K · 45K shares
ABT
$2K · 16K shares
ICE
$2K · 12K shares
IWF
$2K · 4K shares
ANGL
$2K · 65K shares
LRCX
$2K · 11K shares
CWB
$2K · 20K shares
ADSK
$2K · 6K shares
BND
$2K · 23K shares
TSLA
$2K · 4K shares
PWR
$2K · 4K shares
DELL
$2K · 13K shares
ITA*
$2K · 7K shares
BMY
$2K · 28K shares
CHD
$1K · 18K shares
GQ9
$1K · 4K shares
BAC
$1K · 34K shares
ZTS
$1K · 11K shares
APH
$1K · 10K shares
VTV
$1K · 7K shares
SO
$1K · 14K shares
IVW
$1K · 9K shares
CRM
$1K · 4K shares
UNP
$1K · 5K shares
GLW
$1K · 12K shares
NEE
$1K · 13K shares
MTB
$1K · 5K shares
HSY
$1K · 6K shares
TRV
$952 · 3K shares
XCHYX
$930 · 82K shares
IYW
$922 · 5K shares
MPC
$912 · 6K shares
IBM
$910 · 3K shares
MO
$906 · 16K shares
BLK
$905 · 846 shares
CLX
$902 · 9K shares
MET
$856 · 11K shares
ADP
$850 · 3K shares
MRK
$844 · 8K shares
IWV
$806 · 2K shares
FDX
$792 · 3K shares
CSCO
$791 · 10K shares
RACE
$787 · 2K shares
ORCL
$782 · 4K shares
GPI
$747 · 2K shares
LMT
$739 · 2K shares
PFE
$738 · 30K shares
SDY
$696 · 5K shares
HCA
$688 · 1K shares
DON
$683 · 1K shares
NVSN
$678 · 5K shares
CASY
$664 · 1K shares
DSI
$663 · 5K shares
XLY
$651 · 5K shares
SPYX
$595 · 11K shares
AZO
$593 · 175 shares
WMT
$575 · 5K shares
ED
$560 · 6K shares
MA
$556 · 974 shares
QCOM
$556 · 3K shares
IVV
$548 · 801 shares
AXP
$517 · 1K shares
BAC
$504 · 9K shares
BX
$504 · 3K shares
CARR
$498 · 9K shares
INTC
$491 · 13K shares
NDSN
$480 · 2K shares
SHOP
$458 · 3K shares
UNH
$449 · 1K shares
T
$430 · 17K shares
MSI
$429 · 1K shares
XLV
$426 · 3K shares
TR
$411 · 11K shares
SNA
$408 · 1K shares
GD
$404 · 1K shares
HWM
$399 · 2K shares
TSM
$388 · 1K shares
ANET
$369 · 3K shares
VUG
$368 · 756 shares
CL
$344 · 4K shares
TD
$336 · 4K shares
DLN
$330 · 4K shares
SCHZ
$327 · 14K shares
SHW
$326 · 1K shares
HYS
$310 · 3K shares
MMM
$308 · 2K shares
DUK
$306 · 3K shares
BKNG
$294 · 55 shares
LHX
$289 · 987 shares
ETN
$286 · 900 shares
USMV
$283 · 3K shares
STT
$270 · 2K shares
ZBH
$266 · 3K shares
ARW
$261 · 2K shares
APD
$252 · 1K shares
TMP
$250 · 3K shares
BSX
$248 · 3K shares
HON
$238 · 1K shares
VGT
$236 · 314 shares
DOV
$223 · 1K shares
GWW
$223 · 221 shares
GE
$223 · 725 shares
MAR
$221 · 715 shares
ECL
$221 · 845 shares
NVO
$221 · 4K shares
VO
$217 · 750 shares
STX
$216 · 786 shares
MDT
$216 · 2K shares
ULTA
$214 · 355 shares
NOC
$212 · 373 shares
IWD
$210 · 1K shares
KEYS
$204 · 1K shares
JBLU
$81 · 18K shares
NDQ
$28 · 46K shares
BRK/B
$21 · 42K shares
META
$12 · 19K shares
COST
$12 · 14K shares
ISRG
$9 · 17K shares
SPY
$8 · 13K shares
TMO
$6 · 11K shares
LLY
$4 · 4K shares
URI
$3 · 5K shares
CAT
$1 · 3K shares
VOO
$1 · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services60$273K34.4%
Technology25$205K25.9%
Consumer Cyclical15$71K8.9%
Communication Services6$68K8.6%
Industrials28$56K7.1%
Healthcare19$53K6.7%
Consumer Defensive11$26K3.2%
Unknown9$22K2.8%
Energy3$15K1.9%
Utilities4$3K0.4%
Basic Materials3$7990.1%