Burns J W & CO Inc Purchases in Q3 2025

Burns J W & CO Inc

  • $877 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
7.57K
+ 8.9%
$303.93 - $329.86 $2.3M - $2.5M
92.6K $30.4M
NVDA
Nvidia Corp

Technology
2.44K
+ 1.84%
$153.3 - $186.58 $374K - $455K
135K $25.3M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
22.9K
+ 8.69%
$79.76 - $85.78 $1.83M - $1.96M
286K $24.2M
JPM
Jpmorgan Chase & CO

Financial Services
206
+ 0.26%
$282.78 - $316.06 $58.3K - $65.1K
79.5K $25.1M
JNJ
Johnson & Johnson

Healthcare
587
+ 1.09%
$155.17 - $185.42 $91.1K - $109K
54.5K $10.1M
ABBV
Abb Vie Inc.

Healthcare
25
+ 0.07%
$184.85 - $231.54 $4.62K - $5.79K
34.3K $7.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.2K
+ 3.69%
$62.09 - $66.51 $634K - $680K
287K $18.7M
GOOGL
Alphabet Inc.

Communication Services
326
+ 1.49%
$174.36 - $254.72 $56.8K - $83K
22.2K $5.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.38K
+ 8.47%
$108.46 - $120.63 $692K - $769K
81.7K $9.71M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.25K
+ 13.37%
$132.9 - $142.03 $963K - $1.03M
61.5K $8.66M
AVGO
Broadcom Inc.

Technology
243
+ 1.48%
$264.74 - $369.57 $64.3K - $89.8K
16.6K $5.49M
LLY
Eli Lilly & CO

Healthcare
1.19K
+ 37.36%
$625.65 - $812.69 $747K - $970K
4.39K $3.35M
XLK
Technology Sector Spdr

ETFs
48
+ 0.18%
$250.97 - $282.66 $12K - $13.6K
26.8K $7.55M
ORCL
Oracle Corp

Technology
2.4K
+ 145.54%
$218.96 - $328.33 $526K - $788K
4.05K $1.14M
IAU
Ishares Gold Trust

ETFs
5.96K
+ 19.54%
$61.62 - $72.77 $367K - $433K
36.4K $2.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
188
+ 1.5%
$617.65 - $666.84 $116K - $125K
12.7K $8.47M
PANW
Palo Alto Networks Inc

Technology
3.43K
+ 10.17%
$167.06 - $208.19 $573K - $714K
37.1K $7.56M
TSLA
Tesla, Inc.

Consumer Cyclical
100
+ 2.61%
$293.94 - $444.72 $29.4K - $44.5K
3.93K $1.75M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.16K
+ 9.15%
$52.39 - $53.11 $427K - $433K
97.3K $5.16M
XLI
Industrial Sector Spdr

ETFs
256
+ 0.52%
$147.94 - $154.99 $37.9K - $39.7K
49.1K $7.58M
DELL
Dell Technologies Inc.

Technology
515
+ 3.48%
$120.96 - $141.77 $62.3K - $73K
15.3K $2.17M
VIG
Vanguard Dividend Appreciation

ETFs
1.74K
+ 1.75%
N/A
101K $18.4M
AMAT
Applied Materials Inc

Technology
305
+ 3.46%
$156.25 - $204.95 $47.7K - $62.5K
9.12K $1.87M
MDT
Medtronic PLC

Healthcare
2.42K
New
$87.67 - $95.74 $212K - $231K
2.42K $230K
AMZN
Amazon Com Inc

Consumer Cyclical
937
+ 0.69%
$211.65 - $238.24 $198K - $223K
137K $30.2M
NOC
Northrop Grumman Corp

Industrials
373
New
$498.9 - $609.32 $186K - $227K
373 $227K
VGT
Vanguard Information Technolog

ETFs
302
New
$656.44 - $753.15 $198K - $227K
302 $225K
VO
Vanguard Mid Cap ETF

ETFs
750
New
$279.83 - $293.74 $210K - $220K
750 $220K
GLD
Spdr Gold Trust

ETFs
135
+ 4.04%
$300.96 - $355.47 $40.6K - $48K
3.48K $1.24M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.92K
+ 5.41%
$70.77 - $73.59 $136K - $141K
37.4K $2.74M
IWD
Ishares Russell 1000 Val ETF

ETFs
1K
New
$192.76 - $203.86 $193K - $204K
1K $203K
CWB
Spdr Bloomberg Convertible Sec

ETFs
421
+ 2.19%
$82.29 - $90.77 $34.6K - $38.2K
19.6K $1.78M
HYG
Ishares Tr

ETFs
2.11K
+ 9.43%
$79.85 - $81.32 $168K - $171K
24.4K $1.98M
META
Meta Platforms, Inc.

Communication Services
285
+ 1.58%
$695.21 - $791.73 $198K - $226K
18.4K $13.5M
RACE
Ferrari N.V.

Consumer Cyclical
295
+ 15.17%
$436.24 - $517.65 $129K - $153K
2.24K $1.09M
RSP
Invesco S&P 500 Equal Weight E

ETFs
57
+ 0.43%
$181.56 - $190.33 $10.3K - $10.8K
13.3K $2.52M
LQD
Ishares Iboxx $ Investment Gra

ETFs
223
+ 0.57%
$107.66 - $112.36 $24K - $25.1K
39.5K $4.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.28%
$567.77 - $614.76 $2.84K - $3.07K
1.8K $1.1M
AMGN
Amgen Inc

Healthcare
36
+ 0.16%
$271.18 - $309.22 $9.76K - $11.1K
22.8K $6.43M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
+ 4.17%
$224.68 - $282.71 $11.2K - $14.1K
1.25K $349K
HCA
Hca Healthcare, Inc.

Healthcare
15
+ 1.03%
$334.32 - $426.2 $5.01K - $6.39K
1.48K $628K
GD
General Dynamics Corp

Industrials
18
+ 1.55%
$293.92 - $341.0 $5.29K - $6.14K
1.18K $402K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
100
+ 0.95%
$50.79 - $54.95 $5.08K - $5.5K
10.6K $581K
QCOM
Qualcomm Inc

Technology
127
+ 4.15%
$145.84 - $173.55 $18.5K - $22K
3.19K $530K
WMT
Walmart Inc.

Consumer Defensive
29
+ 0.57%
$94.4 - $104.27 $2.74K - $3.02K
5.1K $526K
AXP
American Express CO

Financial Services
21
+ 1.56%
$294.27 - $342.31 $6.18K - $7.19K
1.37K $455K
ETN
Eaton Corp PLC

Industrials
25
+ 2.95%
$342.99 - $392.76 $8.57K - $9.82K
873 $326K
TMP
Tompkins Financial Corp

Financial Services
20
+ 0.59%
$62.34 - $71.09 $1.25K - $1.42K
3.43K $227K
GWW
W.W. Grainger, Inc.

Industrials
34
+ 13.93%
$932.44 - $1059.49 $31.7K - $36K
278 $264K
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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