Burns J W & CO Inc Incresed Positions in Q2 2025

Burns J W & CO Inc

  • $819 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
24.1K
+ 39.63%
$243.75 - $303.93 $5.89M - $7.34M
85.1K $25.9M
NVDA
Nvidia Corp

Technology
4.52K
+ 3.52%
$94.31 - $157.99 $427K - $715K
133K $21M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
47.6K
+ 22.07%
$65.84 - $80.81 $3.13M - $3.85M
263K $21.1M
JPM
Jpmorgan Chase & CO

Financial Services
5.07K
+ 6.83%
$210.28 - $289.91 $1.07M - $1.47M
79.3K $23M
AMZN
Amazon Com Inc

Consumer Cyclical
1.64K
+ 1.22%
$167.32 - $223.3 $274K - $366K
137K $30M
QQQ
Invesco Qqq Trust, Series 1

ETFs
264
+ 0.57%
$416.06 - $551.64 $110K - $146K
46.6K $25.7M
ISRG
Intuitive Surgical Inc

Healthcare
5.08K
+ 43.23%
$451.58 - $565.94 $2.29M - $2.87M
16.8K $9.14M
META
Meta Platforms, Inc.

Communication Services
694
+ 3.99%
$484.66 - $738.09 $336K - $512K
18.1K $13.3M
GOOG
Alphabet Inc.

Communication Services
764
+ 0.54%
$146.58 - $180.01 $112K - $138K
141K $25.1M
AVGO
Broadcom Inc.

Technology
5.43K
+ 49.57%
$146.29 - $275.65 $794K - $1.5M
16.4K $4.52M
PLTR
Palantir Technologies Inc.

Technology
7.94K
+ 51.29%
$74.01 - $144.25 $587K - $1.15M
23.4K $3.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.67K
+ 15.42%
$496.48 - $617.85 $831K - $1.03M
12.5K $7.74M
VIG
Vanguard Dividend Appreciation

ETFs
7.01K
+ 7.58%
N/A
99.4K $18.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11.4K
+ 15.6%
$55.54 - $69.09 $631K - $786K
84.3K $5.82M
PANW
Palo Alto Networks Inc

Technology
551
+ 1.66%
$152.44 - $204.64 $84K - $113K
33.7K $6.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
931
+ 0.34%
$51.16 - $62.02 $47.6K - $57.7K
277K $17.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.39K
+ 9.27%
$90.56 - $109.49 $579K - $700K
75.3K $8.23M
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 0.12%
$908.13 - $1056.85 $15.4K - $18K
14.2K $14.1M
IAU
Ishares Gold Trust

ETFs
6.9K
+ 29.23%
$56.1 - $64.74 $387K - $446K
30.5K $1.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.79K
+ 8.53%
$59.24 - $71.39 $165K - $199K
35.5K $2.53M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.11K
+ 7.35%
$51.68 - $52.76 $316K - $322K
89.2K $4.7M
CAT
Caterpillar Inc

Industrials
450
+ 18.71%
$273.94 - $388.21 $123K - $175K
2.86K $1.11M
HYG
Ishares Tr

ETFs
3.13K
+ 16.31%
$75.75 - $80.65 $237K - $253K
22.3K $1.8M
TSLA
Tesla, Inc.

Consumer Cyclical
38
+ 1.0%
$221.86 - $362.89 $8.43K - $13.8K
3.83K $1.22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
110
+ 0.84%
$152.93 - $181.74 $16.8K - $20K
13.2K $2.4M
RACE
Ferrari N.V.

Consumer Cyclical
5
+ 0.26%
$397.86 - $499.02 $1.99K - $2.5K
1.95K $954K
GLD
Spdr Gold Trust

ETFs
228
+ 7.33%
$273.71 - $316.29 $62.4K - $72.1K
3.34K $1.02M
DSI
Ishares Msci Kld 400 Social Et

ETFs
776
+ 36.53%
$91.62 - $116.16 $71.1K - $90.1K
2.9K $336K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
400
+ 3.96%
$40.79 - $50.93 $16.3K - $20.4K
10.5K $534K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.23%
$430.82 - $486.45 $1.72K - $1.95K
1.77K $821K
TMP
Tompkins Financial Corp

Financial Services
21
+ 0.62%
$55.65 - $65.06 $1.17K - $1.37K
3.41K $214K
KO
Coca Cola CO

Consumer Defensive
393
+ 0.67%
$68.37 - $73.9 $26.9K - $29K
59K $4.17M
WM
Waste Management Inc

Industrials
393
+ 0.88%
$216.47 - $242.1 $85.1K - $95.1K
45.1K $10.3M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.06%
$713.71 - $898.95 $1.43K - $1.8K
3.2K $2.49M
ABBV
Abb Vie Inc.

Healthcare
1.01K
+ 3.02%
$170.16 - $206.27 $171K - $207K
34.3K $6.36M
AMGN
Amgen Inc

Healthcare
216
+ 0.96%
$262.28 - $309.85 $56.7K - $66.9K
22.7K $6.35M
Activity Summary
Buys All Purchases 41 New Holdings 4 Increased Positions 37 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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