Burns J W & CO Inc has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $779 Million distributed in 188 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $80.7M, Microsoft Corp with a value of $56.1M, Visa Inc. with a value of $35.7M, Amazon Com Inc with a value of $29.7M, and Alphabet Inc. with a value of $26.7M.
Examining the 13F form we can see an increase of $12.9M in the current position value, from $767M to 779M.
Below you can find more details about Burns J W & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$779 Million
Technology: $176 Million
ETFs: $169 Million
Financial Services: $96.8 Million
Healthcare: $75.2 Million
Consumer Cyclical: $71.4 Million
Communication Services: $60.4 Million
Industrials: $56 Million
Consumer Defensive: $54.9 Million
Other: $20.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
