Burns J W & CO Inc Portfolio Holdings
Burns J W & CO Inc
- $819 Million
- Q2 2025
Burns J W & CO Inc has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $819 Million distributed in 184 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $65.2M, Apple Inc. with a value of $64.9M, Visa Inc. with a value of $38.4M, Amazon Com Inc with a value of $30M, and Vanguard Total Stock Market Et with a value of $25.9M.
Examining the 13F form we can see an increase of $51.2M in the current position value, from $768M to 819M.
Below you can find more details about Burns J W & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$819 Million
ETFs: $203 Million
Technology: $179 Million
Financial Services: $107 Million
Consumer Cyclical: $70.1 Million
Communication Services: $67.6 Million
Healthcare: $65.1 Million
Industrials: $62 Million
Consumer Defensive: $46.1 Million
Other: $19.2 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 184
- Current Value $819 Million
- Prior Value $768 Million
- Filing
- Period Q2 2025
- Filing Date July 10, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 4 stocks
- Additional Purchases 37 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks