Burns J W & CO Inc Incresed Positions in Q3 2024

Burns J W & CO Inc

  • $767 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
4.5K
+ 11.04%
$255.18 - $283.2 $1.15M - $1.27M
45.3K $12.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.69K
+ 1.89%
$57.32 - $62.65 $269K - $294K
252K $15.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.64K
+ 16.47%
$105.53 - $118.34 $700K - $785K
46.9K $5.49M
JNJ
Johnson & Johnson

Healthcare
725
+ 1.19%
$145.48 - $167.38 $105K - $121K
61.6K $9.99M
NVDA
Nvidia Corp

Technology
9.97K
+ 9.4%
$98.91 - $134.91 $986K - $1.34M
116K $14.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
52
+ 0.38%
$531.86 - $624.21 $27.7K - $32.5K
13.9K $8.6M
AVGO
Broadcom Inc.

Technology
6.8K
+ 3521.76%
$136.27 - $1745.86 $926K - $11.9M
6.99K $1.21M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.76K
+ 30.6%
$106.11 - $113.72 $718K - $769K
28.9K $3.26M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.02K
+ 1.5%
$95.81 - $109.03 $97.6K - $111K
68.9K $7.42M
ISRG
Intuitive Surgical Inc

Healthcare
790
+ 8.74%
$416.14 - $494.01 $329K - $390K
9.83K $4.83M
SYK
Stryker Corp

Healthcare
407
+ 1.53%
$315.94 - $371.96 $129K - $151K
27.1K $9.78M
VIG
Vanguard Dividend Appreciation

ETFs
4.01K
+ 5.33%
$182.15 - $182.15 $731K - $731K
79.3K $14.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
604
+ 5.67%
$517.38 - $573.86 $312K - $347K
11.3K $6.46M
CHY
Calamos Convertible & High Income Fund

Financial Services
32.9K
+ 17.5%
$11.13 - $12.01 $366K - $395K
221K $2.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
235
+ 0.51%
$434.77 - $502.96 $102K - $118K
46.6K $22.7M
NFLX
Netflix Inc

Communication Services
5
+ 0.03%
$598.55 - $722.26 $2.99K - $3.61K
15.1K $10.7M
CAT
Caterpillar Inc

Industrials
610
+ 32.19%
$316.8 - $391.12 $193K - $239K
2.51K $979K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.31K
+ 2.65%
$58.03 - $65.37 $76K - $85.6K
50.7K $3.28M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
49
+ 0.16%
$117.9 - $128.2 $5.78K - $6.28K
30.4K $3.9M
NEE
Nextera Energy Inc

Utilities
50
+ 0.25%
$69.9 - $84.97 $3.5K - $4.25K
19.7K $1.66M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.97K
+ 129.09%
$49.83 - $62.75 $248K - $312K
8.82K $508K
MPC
Marathon Petroleum Corp

Energy
1.75K
+ 40.7%
$158.61 - $180.75 $278K - $316K
6.05K $985K
RSP
Invesco S&P 500 Equal Weight E

ETFs
205
+ 1.55%
$162.83 - $179.16 $33.4K - $36.7K
13.5K $2.41M
IBM
International Business Machines Corp

Technology
500
+ 19.45%
$175.1 - $223.38 $87.6K - $112K
3.07K $678K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.8K
+ 5.72%
$71.45 - $75.64 $128K - $136K
33.2K $2.49M
PANW
Palo Alto Networks Inc

Technology
509
+ 3.86%
$294.18 - $368.01 $150K - $187K
13.7K $4.68M
LMT
Lockheed Martin Corp

Industrials
3
+ 0.18%
$460.3 - $584.56 $1.38K - $1.75K
1.7K $993K
CASY
Caseys General Stores Inc

Consumer Cyclical
455
+ 66.52%
$354.52 - $391.16 $161K - $178K
1.14K $427K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.68K
+ 7.61%
$28.11 - $29.42 $103K - $108K
52K $1.53M
IYW
Ishares Dj Us Tech ETF

ETFs
987
+ 20.96%
$133.16 - $158.73 $131K - $157K
5.7K $863K
XOM
Exxon Mobil Corp

Energy
643
+ 1.72%
$109.72 - $119.0 $70.5K - $76.5K
38K $4.45M
ED
Consolidated Edison Inc

Utilities
462
+ 7.09%
$88.42 - $104.97 $40.9K - $48.5K
6.98K $726K
IAU
Ishares Gold Trust

ETFs
55
+ 0.25%
$44.06 - $50.5 $2.42K - $2.78K
21.9K $1.09M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
40
+ 0.12%
$61.47 - $67.36 $2.46K - $2.69K
32.4K $2.18M
XLK
Technology Sector Spdr

ETFs
491
+ 1.9%
$197.34 - $237.68 $96.9K - $117K
26.4K $5.95M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
415
+ 0.8%
$51.02 - $52.74 $21.2K - $21.9K
52.4K $2.76M
T
At&T Inc.

Communication Services
1.52K
+ 7.38%
$18.21 - $22.28 $27.7K - $33.9K
22.1K $487K
GD
General Dynamics Corp

Industrials
210
+ 17.77%
$279.51 - $308.09 $58.7K - $64.7K
1.39K $420K
WMT
Walmart Inc.

Consumer Defensive
52
+ 1.02%
$66.91 - $81.4 $3.48K - $4.23K
5.16K $416K
HSY
Hershey CO

Consumer Defensive
58
+ 0.79%
$182.45 - $203.25 $10.6K - $11.8K
7.36K $1.41M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
25
+ 1.5%
$386.81 - $423.12 $9.67K - $10.6K
1.69K $714K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
825
+ 9.71%
$42.38 - $47.25 $35K - $39K
9.33K $440K
MA
Mastercard Inc

Financial Services
8
+ 0.81%
$429.6 - $500.99 $3.44K - $4.01K
995 $491K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.18%
$475.2 - $527.7 $1.43K - $1.58K
1.67K $883K
ETN
Eaton Corp PLC

Industrials
88
+ 11.58%
$272.52 - $333.02 $24K - $29.3K
848 $280K
TMP
Tompkins Financial Corp

Financial Services
22
+ 0.53%
$46.27 - $63.96 $1.02K - $1.41K
4.16K $240K
MRK
Merck & Co., Inc.

Healthcare
250
+ 2.96%
$111.15 - $128.97 $27.8K - $32.2K
8.69K $987K
XLE
Energy Sector Spdr

ETFs
10
+ 0.04%
$84.35 - $93.39 $844 - $934
24.5K $2.15M
NVO
Novo Nordisk A S

Healthcare
100
+ 1.88%
$119.07 - $145.42 $11.9K - $14.5K
5.43K $646K
Activity Summary
Buys All Purchases 61 New Holdings 10 Increased Positions 51 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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