Burns J W & CO Inc Incresed Positions in Q4 2024

Burns J W & CO Inc

  • $779 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
643
+ 0.46%
$163.08 - $198.16 $105K - $127K
140K $26.7M
VTI
Vanguard Total Stock Market Et

ETFs
8.04K
+ 17.76%
$280.04 - $302.45 $2.25M - $2.43M
53.3K $15.4M
NVDA
Nvidia Corp

Technology
6.95K
+ 5.99%
$117.0 - $148.88 $813K - $1.03M
123K $16.5M
VIG
Vanguard Dividend Appreciation

ETFs
8.78K
+ 11.06%
N/A
88.1K $16M
BA
Boeing CO

Industrials
6.78K
+ 131.46%
$138.14 - $180.72 $936K - $1.22M
11.9K $2.11M
PANW
Palo Alto Networks Inc

Technology
17.7K
+ 129.49%
$181.96 - $405.9 $3.23M - $7.2M
31.4K $5.72M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.3K
+ 6.48%
$61.68 - $67.87 $1.01M - $1.11M
269K $16.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
20.2K
+ 38.6%
$51.54 - $52.55 $1.04M - $1.06M
72.6K $3.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.19K
+ 19.59%
$113.92 - $127.38 $1.05M - $1.17M
56.1K $6.47M
AVGO
Broadcom Inc.

Technology
2.19K
+ 31.33%
$159.67 - $250.0 $350K - $548K
9.18K $2.13M
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.89K
+ 27.34%
$106.56 - $113.11 $841K - $892K
36.8K $3.93M
META
Meta Platforms, Inc.

Communication Services
521
+ 3.07%
$554.08 - $632.68 $289K - $330K
17.5K $10.3M
ISRG
Intuitive Surgical Inc

Healthcare
263
+ 2.68%
$471.27 - $550.62 $124K - $145K
10.1K $5.27M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.65K
+ 75.4%
$55.73 - $66.16 $371K - $440K
15.5K $932K
CHY
Calamos Convertible & High Income Fund

Financial Services
26.2K
+ 11.85%
$11.79 - $12.56 $309K - $329K
247K $3M
HYG
Ishares Tr

ETFs
3.59K
+ 48.13%
$78.09 - $80.04 $281K - $288K
11.1K $869K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
10.4K
+ 19.99%
$28.6 - $29.27 $297K - $304K
62.4K $1.79M
CVX
Chevron Corp

Energy
2.72K
+ 3.66%
$141.15 - $162.53 $384K - $443K
77.2K $11.2M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
15.2K
+ 10.17%
$67.29 - $73.38 $1.02M - $1.11M
164K $11.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.24K
+ 4.08%
$126.68 - $134.74 $157K - $167K
31.7K $4.04M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
112
+ 6.69%
$521.84 - $558.82 $58.4K - $62.6K
1.79K $962K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 3.92%
$4100.99 - $5300.34 $8.2K - $10.6K
53 $263K
TMP
Tompkins Financial Corp

Financial Services
18
+ 0.43%
$56.09 - $78.15 $1.01K - $1.41K
4.17K $283K
CASY
Caseys General Stores Inc

Consumer Cyclical
40
+ 3.51%
$366.65 - $427.88 $14.7K - $17.1K
1.18K $467K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
600
+ 6.43%
$46.53 - $49.91 $27.9K - $29.9K
9.93K $477K
CWB
Spdr Bloomberg Convertible Sec

ETFs
35
+ 0.18%
$76.21 - $82.24 $2.67K - $2.88K
19.9K $1.55M
GLD
Spdr Gold Trust

ETFs
59
+ 1.94%
$236.59 - $257.5 $14K - $15.2K
3.11K $751K
DUK
Duke Energy Corp

Utilities
274
+ 8.89%
$105.76 - $120.76 $29K - $33.1K
3.36K $361K
ORCL
Oracle Corp

Technology
56
+ 3.47%
$165.41 - $192.43 $9.26K - $10.8K
1.67K $278K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.45%
$1023.06 - $1220.93 $1.02K - $1.22K
222 $233K
ADSK
Autodesk, Inc.

Technology
7
+ 0.12%
N/A
5.9K $1.45M
ETN
Eaton Corp PLC

Industrials
4
+ 0.47%
$326.96 - $377.52 $1.31K - $1.51K
852 $282K
IAU
Ishares Gold Trust

ETFs
55
+ 0.25%
$48.37 - $52.65 $2.66K - $2.9K
22K $1.09M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.34K
+ 4.05%
$71.75 - $75.11 $96.3K - $101K
34.5K $2.48M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7K
+ 100.0%
$22.63 - $47.53 $158K - $333K
14K $317K
LHX
L3 Harris Technologies, Inc.

Industrials
4
+ 0.42%
$208.94 - $264.22 $836 - $1.06K
961 $202K
FSLR
First Solar, Inc.

Technology
330
+ 27.5%
$175.88 - $240.66 $58K - $79.4K
1.53K $269K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.51%
$338.75 - $399.71 $1.36K - $1.6K
793 $269K
QCOM
Qualcomm Inc

Technology
50
+ 1.64%
$150.4 - $178.04 $7.52K - $8.9K
3.1K $476K
GD
General Dynamics Corp

Industrials
13
+ 0.93%
$260.28 - $314.03 $3.38K - $4.08K
1.41K $370K
MPC
Marathon Petroleum Corp

Energy
510
+ 8.43%
$131.65 - $174.84 $67.1K - $89.2K
6.56K $915K
WM
Waste Management Inc

Industrials
705
+ 1.6%
$201.79 - $228.46 $142K - $161K
44.6K $9.01M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.46K
+ 4.84%
$58.88 - $64.8 $145K - $159K
53.2K $3.13M
NVO
Novo Nordisk A S

Healthcare
175
+ 3.22%
$85.0 - $120.04 $14.9K - $21K
5.61K $482K
NEE
Nextera Energy Inc

Utilities
561
+ 2.85%
$69.77 - $85.43 $39.1K - $47.9K
20.3K $1.45M
XOM
Exxon Mobil Corp

Energy
243
+ 0.64%
$105.51 - $125.37 $25.6K - $30.5K
38.2K $4.11M
AMAT
Applied Materials Inc

Technology
15
+ 0.11%
$161.44 - $213.89 $2.42K - $3.21K
13.2K $2.15M
AMGN
Amgen Inc

Healthcare
117
+ 0.53%
$258.78 - $328.31 $30.3K - $38.4K
22.3K $5.83M
TMO
Thermo Fisher Scientific Inc.

Healthcare
13
+ 0.09%
$501.29 - $612.85 $6.52K - $7.97K
13.9K $7.24M
Activity Summary
Buys All Purchases 56 New Holdings 6 Increased Positions 50 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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