Burns J W & CO Inc Portfolio Holdings
Burns J W & CO Inc
- $877 Million
- Q3 2025
Burns J W & CO Inc has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $877 Million distributed in 184 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $79M, Microsoft Corp with a value of $66.9M, Visa Inc. with a value of $36.8M, Alphabet Inc. with a value of $34.3M, and Vanguard Total Stock Market Et with a value of $30.4M.
Examining the 13F form we can see an increase of $58M in the current position value, from $819M to 877M.
Below you can find more details about Burns J W & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$877 Million
ETFs: $224 Million
Technology: $203 Million
Financial Services: $109 Million
Communication Services: $75.8 Million
Consumer Cyclical: $71.2 Million
Healthcare: $67.4 Million
Industrials: $62.7 Million
Consumer Defensive: $43.7 Million
Other: $19.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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