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Size ($ in 1000's)
At 03/31/2024: $718,394
At 12/31/2023: $675,840
Burns J W & Co. Inc. NY holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Burns J W & Co. Inc. NY 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Burns J W & Co. Inc. NY top holdings by largest position size, as per the latest 13f filing made by Burns J W & Co. Inc. NY.
In the Burns J W & Co. Inc. NY-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Burns J W & Co. Inc. NY in that top holding, then the share count change between reporting periods, and finally the Burns J W & Co. Inc. NY top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
142,231 |
-3,398 |
$59,840 | | MSFT | 142,231 | -3,398 | $59,840 | | APPLE INC |
346,940 |
-6,215 |
$59,493 | | AAPL | 346,940 | -6,215 | $59,493 | | VISA INC |
123,561 |
-3,080 |
$34,483 | | V | 123,561 | -3,080 | $34,483 | | AMAZON INC |
129,493 |
-708 |
$23,358 | | AMZN | 129,493 | -708 | $23,358 | | ALPHABET CLASS C |
142,477 |
+1,387 |
$21,694 | | GOOG | 142,477 | +1,387 | $21,694 | | NASDAQ 100 ETF (QQQ) |
45,625 |
-901 |
$20,258 | | QQQ | 45,625 | -901 | $20,258 | | PEPSICO INC |
105,471 |
-1,443 |
$18,459 | | PEP | 105,471 | -1,443 | $18,459 |  BERKSHIRE HATHAWAY B |
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$17,929 | | BRK.B | 42,635 | -824 | $17,929 | | JPMORGAN CHASE & CO COM |
77,318 |
-2,865 |
$15,487 | | JPM | 77,318 | -2,865 | $15,487 | | ISHARES CORE S&P MID CAP ETF (IJH) |
226,839 |
+185,242 |
$13,778 | | IJH | 226,839 | +185,242 | $13,778 | | VANGUARD DIVIDEND APPRECIATION ETF (VIG) |
73,038 |
+4,142 |
$13,338 | | VIG | 73,038 | +4,142 | $13,338 | | MCDONALDS CORP COM |
46,932 |
-1,062 |
$13,233 | | MCD | 46,932 | -1,062 | $13,233 | | CHEVRON CORP |
75,675 |
-1,349 |
$11,937 | | CVX | 75,675 | -1,349 | $11,937 | | COSTCO WHOLESALE |
14,232 |
-153 |
$10,427 | | COST | 14,232 | -153 | $10,427 | | PROCTER AND GAMBLE CO COM |
63,529 |
-2,145 |
$10,308 | | PG | 63,529 | -2,145 | $10,308 | | DANAHER CORPORATION COM |
39,532 |
-176 |
$9,872 | | DHR | 39,532 | -176 | $9,872 | | JOHNSON & JOHNSON COM |
61,390 |
-385 |
$9,711 | | JNJ | 61,390 | -385 | $9,711 | | WASTE MANAGEMENT INC |
45,485 |
-815 |
$9,695 | | WM | 45,485 | -815 | $9,695 | | STRYKER CORPORATION COM |
26,623 |
-1,295 |
$9,527 | | SYK | 26,623 | -1,295 | $9,527 | | VANGUARD TOTAL STOCK MARKET ETF (VTI) |
36,095 |
+9,074 |
$9,381 | | VTI | 36,095 | +9,074 | $9,381 | | NETFLIX INC COM |
15,197 |
-416 |
$9,230 | | NFLX | 15,197 | -416 | $9,230 | | VANGUARD INTERNATIONAL HIGH DIVIDEND ETF (VYMI) |
125,993 |
-3,051 |
$8,668 | | VYMI | 125,993 | -3,051 | $8,668 | | NVIDIA CORPORATION COM |
9,220 |
+112 |
$8,331 | | NVDA | 9,220 | +112 | $8,331 | | META PLATFORMS INC CL A |
17,041 |
-555 |
$8,275 | | META | 17,041 | -555 | $8,275 | | RTX CORPORATION COM |
83,137 |
-2,180 |
$8,108 | | RTX | 83,137 | -2,180 | $8,108 | | THERMO FISHER SCIENTIFIC INC COM |
13,733 |
-105 |
$7,982 | | TMO | 13,733 | -105 | $7,982 | | DEERE & CO COM |
18,951 |
-779 |
$7,784 | | DE | 18,951 | -779 | $7,784 | | STARBUCKS CORP COM |
84,343 |
-1,769 |
$7,708 | | SBUX | 84,343 | -1,769 | $7,708 | | PAYCHEX INC COM |
61,351 |
-624 |
$7,534 | | PAYX | 61,351 | -624 | $7,534 | | UNITED RENTALS INC COM |
10,259 |
+49 |
$7,398 | | URI | 10,259 | +49 | $7,398 | | UNITEDHEALTH GROUP INC COM |
14,718 |
+199 |
$7,281 | | UNH | 14,718 | +199 | $7,281 | | ISHARES SMALL CAP VALUE ETF (IJS) |
70,582 |
-734 |
$7,253 | | IJS | 70,582 | -734 | $7,253 | | MORGAN STANLEY COM NEW |
74,554 |
-3,357 |
$7,020 | | MS | 74,554 | -3,357 | $7,020 | | NORFOLK SOUTHN CORP COM |
26,760 |
-1,665 |
$6,820 | | NSC | 26,760 | -1,665 | $6,820 | | LOWES COS INC COM |
26,437 |
-229 |
$6,734 | | LOW | 26,437 | -229 | $6,734 | | S&P INDUSTRIAL SECTOR ETF (XLI) |
52,997 |
+425 |
$6,676 | | XLI | 52,997 | +425 | $6,676 | | AMGEN INC COM |
22,434 |
-84 |
$6,378 | | AMGN | 22,434 | -84 | $6,378 | | S&P FINANCIAL SECTOR ETF (XLF) |
148,724 |
-8,295 |
$6,264 | | XLF | 148,724 | -8,295 | $6,264 | | HOME DEPOT INC COM |
16,266 |
-164 |
$6,240 | | HD | 16,266 | -164 | $6,240 | | ABBVIE INC |
32,523 |
+545 |
$5,922 | | ABBV | 32,523 | +545 | $5,922 | | WALT DISNEY CO |
44,760 |
-4,327 |
$5,477 | | DIS | 44,760 | -4,327 | $5,477 | | S&P TECHNOLOGY SECTOR ETF (XLK) |
25,335 |
+859 |
$5,277 | | XLK | 25,335 | +859 | $5,277 | | ZOETIS INC CL A |
31,158 |
-467 |
$5,272 | | ZTS | 31,158 | -467 | $5,272 | | SPDR S&P 500 ETF (SPY) |
10,010 |
+85 |
$5,236 | | SPY | 10,010 | +85 | $5,236 | | EXXON MOBIL CORP COM |
37,404 |
-352 |
$4,348 | | XOM | 37,404 | -352 | $4,348 | | COCA COLA CO COM |
64,910 |
-1,752 |
$3,971 | | KO | 64,910 | -1,752 | $3,971 | | VANGUARD HIGH DIVIDEND YIELD ETF (VYM) |
31,121 |
-1,355 |
$3,765 | | VYM | 31,121 | -1,355 | $3,765 | | ALPHABET CLASS A |
24,861 |
+1,720 |
$3,752 | | GOOGL | 24,861 | +1,720 | $3,752 | | CME GROUP INC COM |
15,885 |
+13 |
$3,420 | | CME | 15,885 | +13 | $3,420 | | ABBOTT LABS COM |
29,707 |
-4,684 |
$3,376 | | ABT | 29,707 | -4,684 | $3,376 |
See Full List: All Stocks Held By Burns J W & Co. Inc. NY
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Burns J W & Co. Inc. NY
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