Burns J W & CO Inc Purchases in Q1 2025

Burns J W & CO Inc

  • $768 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
51.3K
+ 31.23%
$67.08 - $76.14 $3.44M - $3.91M
216K $16M
CVX
Chevron Corp

Energy
2.43K
+ 3.14%
$146.71 - $167.97 $356K - $407K
79.6K $13.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19.7K
+ 37.05%
$58.01 - $64.46 $1.14M - $1.27M
72.9K $4.56M
WM
Waste Management Inc

Industrials
117
+ 0.26%
$200.54 - $233.78 $23.5K - $27.4K
44.8K $10.4M
VTI
Vanguard Total Stock Market Et

ETFs
7.63K
+ 14.31%
$271.18 - $303.12 $2.07M - $2.31M
60.9K $16.7M
ABBV
Abb Vie Inc.

Healthcare
820
+ 2.53%
$169.2 - $216.66 $139K - $178K
33.3K $6.97M
AMGN
Amgen Inc

Healthcare
181
+ 0.81%
$258.59 - $327.36 $46.8K - $59.3K
22.5K $7.02M
VIG
Vanguard Dividend Appreciation

ETFs
4.3K
+ 4.88%
N/A
92.4K $16.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.8K
+ 22.86%
$102.49 - $119.96 $1.31M - $1.54M
69K $7.17M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.17K
+ 16.32%
$126.11 - $135.06 $651K - $698K
36.8K $4.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.37K
+ 14.61%
$105.1 - $109.61 $564K - $589K
42.1K $4.57M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.5K
+ 14.42%
$51.52 - $52.35 $539K - $548K
83.1K $4.35M
ISRG
Intuitive Surgical Inc

Healthcare
1.65K
+ 16.34%
$476.63 - $610.45 $786K - $1.01M
11.7K $5.81M
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 0.18%
$890.62 - $1076.86 $23.2K - $28K
14.2K $13.4M
IAU
Ishares Gold Trust

ETFs
1.61K
+ 7.31%
$49.74 - $58.96 $80K - $94.8K
23.6K $1.39M
XLE
Energy Sector Spdr

ETFs
1.12K
+ 4.59%
$85.7 - $93.96 $95.8K - $105K
25.5K $2.36M
PLTR
Palantir Technologies Inc.

Technology
1.6K
+ 11.55%
$64.98 - $124.62 $104K - $200K
15.5K $1.31M
COP
Conocophillips

Energy
2.12K
New
$88.6 - $105.85 $188K - $224K
2.12K $222K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.13K
New
$182.82 - $196.21 $207K - $222K
1.13K $210K
ECL
Ecolab Inc.

Basic Materials
825
New
$229.72 - $269.82 $190K - $223K
825 $209K
CTAS
Cintas Corp

Industrials
1.02K
New
$182.09 - $208.14 $185K - $211K
1.02K $208K
MDT
Medtronic PLC

Healthcare
2.25K
New
$79.84 - $94.5 $180K - $213K
2.25K $202K
BSX
Boston Scientific Corp

Healthcare
2K
New
$89.38 - $106.18 $179K - $212K
2K $201K
TMUS
T Mobile Us, Inc.

Communication Services
750
New
$211.3 - $272.83 $158K - $205K
750 $200K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
5.71K
+ 9.15%
$28.55 - $29.09 $163K - $166K
68.1K $1.96M
GLD
Spdr Gold Trust

ETFs
7
+ 0.23%
$243.19 - $288.14 $1.7K - $2.02K
3.11K $896K
VTV
Vanguard Value ETF

ETFs
749
+ 11.02%
$167.73 - $179.21 $126K - $134K
7.55K $1.29M
DELL
Dell Technologies Inc.

Technology
4.26K
+ 38.6%
$90.34 - $124.66 $385K - $531K
15.3K $1.39M
BA
Boeing CO

Industrials
830
+ 6.96%
$148.15 - $186.25 $123K - $155K
12.8K $2.18M
CASY
Caseys General Stores Inc

Consumer Cyclical
25
+ 2.12%
$378.71 - $442.54 $9.47K - $11.1K
1.2K $522K
VUG
Vanguard Growth ETF

ETFs
207
+ 37.7%
$369.1 - $427.61 $76.4K - $88.5K
756 $280K
CSCO
Cisco Systems, Inc.

Technology
106
+ 0.98%
$58.74 - $64.87 $6.23K - $6.88K
10.9K $671K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
384
+ 2.74%
$22.46 - $23.26 $8.62K - $8.93K
14.4K $332K
GWW
W.W. Grainger, Inc.

Industrials
22
+ 9.91%
$953.54 - $1132.42 $21K - $24.9K
244 $241K
IVV
Ishares Core S&P 500 ETF

ETFs
45
+ 5.92%
$554.06 - $615.85 $24.9K - $27.7K
805 $449K
Arista Networks Inc Com Shs
925
+ 40.22%
N/A
3.23K $0
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
637
+ 1.99%
$65.27 - $71.18 $41.6K - $45.3K
32.7K $2.15M
WMT
Walmart Inc.

Consumer Defensive
81
+ 1.61%
$84.5 - $105.05 $6.84K - $8.51K
5.11K $448K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
175
+ 1.76%
$45.21 - $50.33 $7.91K - $8.81K
10.1K $459K
LMT
Lockheed Martin Corp

Industrials
102
+ 6.12%
$423.19 - $506.29 $43.2K - $51.6K
1.77K $790K
IWV
Ishares Russell 3000 ETF

ETFs
24
+ 1.15%
$313.1 - $349.83 $7.51K - $8.4K
2.11K $666K
ORCL
Oracle Corp

Technology
33
+ 1.98%
$139.81 - $186.47 $4.61K - $6.15K
1.7K $238K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.22%
$507.05 - $563.67 $2.03K - $2.25K
1.79K $914K
PANW
Palo Alto Networks Inc

Technology
1.74K
+ 5.52%
$167.82 - $208.28 $291K - $361K
33.2K $5.66M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
540
+ 3.49%
$47.79 - $59.89 $25.8K - $32.3K
16K $803K
IWF
Ishares Russell 1000 Gr ETF

ETFs
26
+ 0.61%
$360.07 - $417.26 $9.36K - $10.8K
4.32K $1.56M
AMAT
Applied Materials Inc

Technology
75
+ 0.57%
$145.06 - $195.51 $10.9K - $14.7K
13.3K $1.93M
CHY
Calamos Convertible & High Income Fund

Financial Services
22.8K
+ 9.23%
$10.24 - $12.0 $233K - $274K
270K $2.76M
LOW
Lowes Companies Inc

Consumer Cyclical
444
+ 1.71%
$222.66 - $268.42 $98.9K - $119K
26.5K $6.17M
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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