Burns J W & CO Inc Reduced Holdings in Q2 2025

Burns J W & CO Inc

  • $819 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-39.8K
- 38.64%
$128.02 - $151.37 $5.09M - $6.02M
63.1K $8.34M
UNH
Unitedhealth Group Inc

Healthcare
-11.2K
- 86.45%
$274.35 - $599.47 $3.07M - $6.71M
1.76K $547K
AAPL
Apple Inc.

Technology
-3.87K
- 1.21%
$172.42 - $223.89 $666K - $865K
316K $64.9M
CVX
Chevron Corp

Energy
-9.1K
- 11.42%
$133.73 - $168.51 $1.22M - $1.53M
70.5K $10.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.71K
- 19.84%
$390.26 - $489.06 $1.06M - $1.33M
11K $4.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-152
- 0.36%
$483.48 - $539.8 $73.5K - $82K
42K $20.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-13.9K
- 24.32%
$83.54 - $100.04 $1.16M - $1.39M
43.1K $4.29M
MCD
Mcdonalds Corp

Consumer Cyclical
-308
- 0.68%
$285.55 - $321.23 $87.9K - $98.9K
45K $13.2M
JNJ
Johnson & Johnson

Healthcare
-1.53K
- 2.75%
$146.36 - $159.82 $223K - $244K
53.9K $8.23M
PG
Procter & Gamble CO

Consumer Defensive
-1.75K
- 2.97%
$157.66 - $172.39 $276K - $302K
57.2K $9.11M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.93K
- 7.3%
$210.83 - $235.28 $407K - $455K
24.5K $5.45M
XOM
Exxon Mobil Corp

Energy
-2.24K
- 5.92%
$99.93 - $119.04 $224K - $267K
35.6K $3.84M
CHY
Calamos Convertible & High Income Fund

Financial Services
-77.9K
- 28.85%
$9.18 - $10.99 $715K - $856K
192K $2.11M
PAYX
Paychex Inc

Industrials
-984
- 1.77%
$137.01 - $159.78 $135K - $157K
54.5K $7.92M
SBUX
Starbucks Corp

Consumer Cyclical
-2.75K
- 4.44%
$79.69 - $99.41 $219K - $273K
59.1K $5.42M
V
Visa Inc.

Financial Services
-3.19K
- 2.87%
$308.27 - $373.31 $984K - $1.19M
108K $38.4M
IBB
Ishares Biotechnology ETF

ETFs
-3.75K
- 21.3%
$112.02 - $129.0 $420K - $483K
13.8K $1.75M
BMY
Bristol Myers Squibb CO

Healthcare
-950
- 2.91%
$44.12 - $59.6 $41.9K - $56.6K
31.7K $1.47M
ZTS
Zoetis Inc.

Healthcare
-2.26K
- 14.0%
$144.41 - $170.3 $326K - $385K
13.9K $2.16M
CRM
Salesforce, Inc.

Technology
-1.72K
- 20.24%
$236.26 - $291.15 $406K - $500K
6.77K $1.85M
CHD
Church & Dwight CO Inc

Consumer Defensive
-821
- 3.99%
$91.57 - $110.76 $75.2K - $90.9K
19.8K $1.9M
DHR
Danaher Corp

Healthcare
-210
- 0.53%
$174.64 - $205.16 $36.7K - $43.1K
39.6K $7.82M
XLE
Energy Sector Spdr

ETFs
-1.61K
- 6.32%
$76.44 - $94.13 $123K - $152K
23.9K $2.03M
YUM
Yum Brands Inc

Consumer Cyclical
-937
- 4.72%
$138.36 - $161.45 $130K - $151K
18.9K $2.8M
AMAT
Applied Materials Inc

Technology
-4.48K
- 33.7%
$126.95 - $183.52 $569K - $822K
8.81K $1.61M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.41K
- 12.89%
$72.02 - $73.82 $317K - $325K
29.8K $2.19M
CLX
Clorox CO

Consumer Defensive
-32
- 0.33%
$118.01 - $148.69 $3.78K - $4.76K
9.69K $1.16M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.86K
- 6.78%
$105.23 - $109.61 $301K - $313K
39.3K $4.3M
NEE
Nextera Energy Inc

Utilities
-2.72K
- 16.66%
$64.11 - $75.0 $174K - $204K
13.6K $942K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.01K
- 24.18%
$90.21 - $112.66 $91K - $114K
3.16K $288K
KMB
Kimberly Clark Corp

Consumer Defensive
-491
- 5.92%
$126.84 - $145.22 $62.3K - $71.3K
7.8K $1.01M
XLV
Select Sector Spdr Fund Health

ETFs
-681
- 19.13%
$128.77 - $144.3 $87.7K - $98.3K
2.88K $387K
HSY
Hershey CO

Consumer Defensive
-570
- 9.23%
$151.29 - $173.13 $86.2K - $98.7K
5.61K $930K
MRK
Merck & Co., Inc.

Healthcare
-293
- 3.42%
$73.47 - $87.12 $21.5K - $25.5K
8.28K $655K
VZ
Verizon Communications Inc

Communication Services
-625
- 1.59%
$41.67 - $45.62 $26K - $28.5K
38.7K $1.68M
PFE
Pfizer Inc

Healthcare
-2.84K
- 8.59%
$21.59 - $24.84 $61.3K - $70.5K
30.2K $731K
UNP
Union Pacific Corp

Industrials
-285
- 5.02%
$208.27 - $238.46 $59.4K - $68K
5.39K $1.24M
MO
Altria Group, Inc.

Consumer Defensive
-731
- 3.86%
$55.56 - $60.91 $40.6K - $44.5K
18.2K $1.07M
NVO
Novo Nordisk A S

Healthcare
-815
- 15.05%
$58.08 - $81.05 $47.3K - $66.1K
4.6K $317K
FDX
Fedex Corp

Industrials
-25
- 0.87%
$198.07 - $245.17 $4.95K - $6.13K
2.84K $646K
AZO
Autozone Inc

Consumer Cyclical
-5
- 2.78%
$3478.38 - $3880.15 $17.4K - $19.4K
175 $649K
SO
Southern CO

Utilities
-375
- 2.18%
$84.91 - $92.56 $31.8K - $34.7K
16.9K $1.55M
MET
Metlife Inc

Financial Services
-465
- 4.06%
$68.42 - $82.49 $31.8K - $38.4K
11K $884K
INTC
Intel Corp

Technology
-1.25K
- 5.8%
$18.13 - $22.69 $22.6K - $28.2K
20.2K $452K
ADP
Automatic Data Processing Inc

Industrials
-135
- 3.8%
$276.76 - $326.81 $37.4K - $44.1K
3.42K $1.05M
TJX
Tjx Companies Inc

Consumer Cyclical
-485
- 2.59%
$119.13 - $135.03 $57.8K - $65.5K
18.2K $2.25M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-350
- 9.71%
$89.58 - $95.01 $31.4K - $33.3K
3.26K $309K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-128
- 7.86%
$376.48 - $440.65 $48.2K - $56.4K
1.5K $661K
HD
Home Depot, Inc.

Consumer Cyclical
-53
- 0.36%
$335.24 - $380.78 $17.8K - $20.2K
14.7K $5.4M
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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