Burns J W & CO Inc Reduced Holdings in Q1 2025

Burns J W & CO Inc

  • $768 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.12K
- 0.66%
$209.68 - $247.1 $444K - $523K
320K $71.1M
MSFT
Microsoft Corp

Technology
-901
- 0.68%
$375.39 - $447.2 $338K - $403K
132K $49.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-291
- 0.22%
$190.26 - $242.06 $55.4K - $70.4K
135K $25.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-171
- 0.37%
$468.34 - $539.52 $80.1K - $92.3K
46.4K $21.7M
ZTS
Zoetis Inc.

Healthcare
-11.1K
- 40.84%
$156.48 - $175.67 $1.74M - $1.96M
16.1K $2.66M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-10.2K
- 15.12%
$96.3 - $112.23 $978K - $1.14M
57K $5.54M
CRM
Salesforce, Inc.

Technology
-502
- 5.58%
$268.36 - $359.95 $135K - $181K
8.49K $2.28M
MS
Morgan Stanley

Financial Services
-558
- 0.8%
$111.68 - $141.08 $62.3K - $78.7K
69K $8.05M
DIS
Walt Disney CO

Communication Services
-1.27K
- 3.89%
$96.87 - $114.0 $123K - $145K
31.3K $3.09M
PEP
Pepsico Inc

Consumer Defensive
-1.82K
- 1.73%
$142.64 - $156.42 $259K - $284K
103K $15.4M
BDX
Becton Dickinson & CO

Healthcare
-2.09K
- 29.21%
$222.79 - $249.08 $466K - $521K
5.07K $1.16M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-237
- 1.7%
$497.6 - $606.74 $118K - $144K
13.7K $6.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-215
- 1.94%
$551.42 - $612.93 $119K - $132K
10.9K $6.07M
HD
Home Depot, Inc.

Consumer Cyclical
-112
- 0.75%
$347.25 - $424.87 $38.9K - $47.6K
14.8K $5.42M
URI
United Rentals, Inc.

Industrials
-5
- 0.11%
$594.17 - $789.56 $2.97K - $3.95K
4.64K $2.91M
NEE
Nextera Energy Inc

Utilities
-3.96K
- 19.54%
$66.96 - $76.16 $265K - $301K
16.3K $1.16M
IBB
Ishares Biotechnology ETF

ETFs
-1.94K
- 9.92%
$127.9 - $140.56 $248K - $272K
17.6K $2.29M
META
Meta Platforms, Inc.

Communication Services
-103
- 0.59%
$576.36 - $736.67 $59.4K - $75.9K
17.4K $10M
NSC
Norfolk Southern Corp

Industrials
-1.22K
- 5.34%
$227.69 - $259.76 $277K - $316K
21.6K $5.11M
XLI
Industrial Sector Spdr

ETFs
-1.03K
- 2.01%
$128.78 - $141.67 $133K - $146K
50.1K $6.52M
CLX
Clorox CO

Consumer Defensive
-359
- 3.56%
$141.76 - $162.89 $50.9K - $58.5K
9.72K $1.43M
SJM
J M Smucker CO

Consumer Defensive
-1.54K
- 44.38%
$100.41 - $118.41 $155K - $182K
1.93K $228K
FDX
Fedex Corp

Industrials
-100
- 3.37%
$230.33 - $281.53 $23K - $28.2K
2.87K $698K
CHD
Church & Dwight CO Inc

Consumer Defensive
-2.23K
- 9.77%
$101.42 - $113.2 $226K - $252K
20.6K $2.27M
BX
Blackstone Inc.

Financial Services
-50
- 1.5%
$136.53 - $186.74 $6.83K - $9.34K
3.28K $457K
CAT
Caterpillar Inc

Industrials
-100
- 3.99%
$326.75 - $407.63 $32.7K - $40.8K
2.41K $793K
PFE
Pfizer Inc

Healthcare
-2.71K
- 7.59%
$25.01 - $27.13 $67.8K - $73.5K
33K $836K
APH
Amphenol Corp

Technology
-1K
- 8.67%
$61.62 - $78.55 $61.6K - $78.6K
10.5K $690K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-800
- 27.36%
$101.98 - $115.66 $81.6K - $92.5K
2.12K $216K
NVO
Novo Nordisk A S

Healthcare
-190
- 3.39%
$69.3 - $90.95 $13.2K - $17.3K
5.42K $376K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-312
- 2.32%
$169.43 - $182.84 $52.9K - $57K
13.1K $2.25M
BAC
Bank Of America Corp

Financial Services
-1.68K
- 12.79%
$39.61 - $47.74 $66.6K - $80.3K
11.5K $478K
HSY
Hershey CO

Consumer Defensive
-647
- 9.48%
$144.74 - $186.36 $93.6K - $121K
6.18K $1.06M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1K
- 21.73%
$93.32 - $95.35 $93.4K - $95.4K
3.61K $337K
XLY
Select Sector Spdr Consumer Di

ETFs
-67
- 2.3%
$192.6 - $233.2 $12.9K - $15.6K
2.85K $560K
IYW
Ishares Dj Us Tech ETF

ETFs
-5
- 0.11%
$140.44 - $166.79 $702 - $834
4.69K $660K
MRK
Merck & Co., Inc.

Healthcare
-20
- 0.23%
$83.01 - $101.02 $1.66K - $2.02K
8.57K $769K
TMP
Tompkins Financial Corp

Financial Services
-781
- 18.72%
$62.44 - $72.73 $48.8K - $56.8K
3.39K $214K
CARR
Carrier Global Corp

Industrials
-185
- 1.69%
$62.07 - $70.55 $11.5K - $13.1K
10.8K $681K
XLF
Financial Sector Spdr

ETFs
-3.45K
- 2.77%
$47.32 - $52.19 $163K - $180K
121K $5.95M
DOV
Dover Corp

Industrials
-190
- 12.08%
$174.65 - $206.43 $33.2K - $39.2K
1.38K $242K
ETN
Eaton Corp PLC

Industrials
-4
- 0.47%
$271.83 - $371.23 $1.09K - $1.48K
848 $230K
MTB
M&T Bank Corp

Financial Services
-7
- 0.13%
$170.47 - $201.98 $1.19K - $1.41K
5.36K $957K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-661
- 13.67%
$98.98 - $113.18 $65.4K - $74.8K
4.17K $472K
DUK
Duke Energy Corp

Utilities
-666
- 19.84%
$105.87 - $121.97 $70.5K - $81.2K
2.69K $328K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-150
- 0.75%
$75.99 - $81.58 $11.4K - $12.2K
19.8K $1.52M
STT
State Street Corp

Financial Services
-90
- 3.75%
$84.47 - $102.23 $7.6K - $9.2K
2.31K $206K
CBU
Community Bank System, Inc.

Financial Services
-135
- 3.18%
$56.08 - $67.99 $7.57K - $9.18K
4.11K $233K
GLW
Corning Inc

Technology
-65
- 0.52%
$44.91 - $54.25 $2.92K - $3.53K
12.4K $567K
Activity Summary
Buys All Purchases 58 New Holdings 7 Increased Positions 51 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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