$548 Thousand is the total value of BURNS J W & CO INC/NY's 174 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 6.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE | $46,998 | -99.9% | 361,718 | -1.9% | 8.58% | -14.2% |
| MSFT | Sell | MICROSOFT CORP | $35,332 | -99.9% | 147,328 | -1.3% | 6.45% | -5.5% |
| V | Sell | VISA | $26,930 | -99.9% | 129,621 | -0.6% | 4.92% | +8.1% |
| PEP | Buy | PEPSICO | $18,424 | -99.9% | 101,982 | +0.5% | 3.36% | +3.4% |
| CVX | Buy | CHEVRON | $14,292 | -99.9% | 79,624 | +3.8% | 2.61% | +20.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY B | $13,488 | -99.9% | 43,666 | -0.8% | 2.46% | +6.7% |
| MCD | Buy | MCDONALD'S CORP | $12,839 | -99.9% | 48,718 | +0.6% | 2.34% | +6.9% |
| GOOG | Sell | ALPHABET CL C | $12,070 | -99.9% | 136,028 | -0.2% | 2.20% | -14.4% |
| QQQ | Sell | NASDAQ 100 ETF | $12,046 | -99.9% | 45,239 | -1.0% | 2.20% | -8.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $11,290 | -99.9% | 63,912 | +0.4% | 2.06% | +1.0% |
| JPM | Sell | JP MORGAN CHASE | $10,902 | -99.9% | 81,298 | -0.5% | 1.99% | +18.8% |
| DHR | Sell | DANAHER CORP | $10,696 | -99.9% | 40,299 | -0.7% | 1.95% | -5.1% |
| PG | Sell | PROCTER & GAMBLE | $10,161 | -99.9% | 67,042 | -0.8% | 1.86% | +10.8% |
| AMZN | Buy | AMAZON | $10,092 | -99.9% | 120,141 | +0.4% | 1.84% | -30.6% |
| RTX | Buy | RAYTHEON TECHNOLOGIES | $9,526 | -99.9% | 94,393 | +0.2% | 1.74% | +14.9% |
| SBUX | Sell | STARBUCKS CORP | $8,777 | -99.9% | 88,477 | -1.2% | 1.60% | +8.2% |
| IJH | Buy | S&P MID-CAP 400 ETF | $8,626 | -99.9% | 35,660 | +5.1% | 1.58% | +7.9% |
| NSC | Sell | NORFOLK SOUTHERN | $7,688 | -99.9% | 31,198 | -4.1% | 1.40% | +4.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC | $7,673 | -99.9% | 13,934 | +0.3% | 1.40% | +1.3% |
| PAYX | Sell | PAYCHEX | $7,506 | -99.9% | 64,952 | -1.5% | 1.37% | -5.6% |
| DE | Buy | DEERE & CO | $7,393 | -99.8% | 17,242 | +51.6% | 1.35% | +80.8% |
| WM | Sell | WASTE MGMT | $7,213 | -99.9% | 45,976 | -0.2% | 1.32% | -9.1% |
| IJS | Sell | S&P SMALL-CAP 600 VALUE ETF | $7,056 | -99.9% | 77,271 | -1.6% | 1.29% | +1.3% |
| SYK | Sell | STRYKER | $6,971 | -99.9% | 28,513 | -0.9% | 1.27% | +11.2% |
| MS | Sell | MORGAN STANLEY | $6,781 | -99.9% | 79,760 | -2.1% | 1.24% | -2.0% |
| UNH | Buy | UNITEDHEALTH GRP | $6,547 | -99.9% | 12,349 | +15.0% | 1.20% | +12.3% |
| VIG | Buy | VANGUARD DIV APPR'N ETF | $6,358 | -99.9% | 41,869 | +18.9% | 1.16% | +24.3% |
| COST | Buy | COSTCO WHOLESALE CO | $6,279 | -99.9% | 13,756 | +0.0% | 1.15% | -10.1% |
| XLF | Sell | S&P FINANCIAL ETF | $6,204 | -99.9% | 181,405 | -0.8% | 1.13% | +3.9% |
| AMGN | Sell | AMGEN | $6,187 | -99.9% | 23,557 | -3.2% | 1.13% | +4.9% |
| DIS | Sell | DISNEY WALT CO | $5,909 | -99.9% | 68,008 | -4.8% | 1.08% | -18.4% |
| XLI | Sell | S&P INDUSTRIAL ETF | $5,402 | -99.9% | 55,000 | -2.3% | 0.99% | +7.8% |
| LOW | Sell | LOWES CO | $5,286 | -99.9% | 26,531 | -1.0% | 0.96% | -2.3% |
| HD | Buy | HOME DEPOT | $5,164 | -99.9% | 16,349 | +0.1% | 0.94% | +6.7% |
| ABBV | Buy | ABBVIE | $5,118 | -99.9% | 31,671 | +0.5% | 0.93% | +12.5% |
| BDX | Sell | BECTON DICKINSON | $4,811 | -99.9% | 18,920 | -5.8% | 0.88% | 0.0% |
| NFLX | Sell | NETFLIX | $4,658 | -99.9% | 15,796 | -0.5% | 0.85% | +15.8% |
| PFE | Sell | PFIZER | $4,644 | -99.9% | 90,625 | -1.5% | 0.85% | +7.3% |
| ABT | Sell | ABBOTT LABS | $4,562 | -99.9% | 41,556 | -2.9% | 0.83% | +2.5% |
| KO | Buy | COCA COLA CO | $4,371 | -99.9% | 68,711 | +0.4% | 0.80% | +6.0% |
| ZTS | Buy | ZOETIS, INC | $4,361 | -99.9% | 29,758 | +0.5% | 0.80% | -7.7% |
| XOM | Buy | EXXON MOBIL CORP | $4,189 | -99.9% | 37,980 | +0.9% | 0.76% | +18.6% |
| BAC | Sell | BANK OF AMERICA CORP | $4,153 | -99.9% | 125,394 | -2.1% | 0.76% | -0.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB | $4,090 | -99.9% | 56,840 | -0.9% | 0.75% | -6.6% |
| VYM | Buy | VANGUARD HIGH DIV YIELD ETF | $3,930 | -99.9% | 36,318 | +3.9% | 0.72% | +10.1% |
| SPY | Buy | S&P 500 ETF | $3,755 | -99.9% | 9,819 | +0.6% | 0.68% | +0.1% |
| VTI | Buy | VANGUARD TOTAL MKT ETF | $3,579 | -99.9% | 18,720 | +15.3% | 0.65% | +14.2% |
| URI | Buy | UNITED RENTALS | $3,569 | -99.9% | 10,043 | +0.4% | 0.65% | +22.8% |
| VZ | Sell | VERIZON COMM | $3,377 | -99.9% | 85,720 | -7.9% | 0.62% | -11.1% |
| XLK | Sell | S&P TECHNOLOGY ETF | $3,195 | -99.9% | 25,676 | -1.1% | 0.58% | -3.6% |
| IBB | Sell | NASDAQ BIOTECH ETF | $3,148 | -99.9% | 23,978 | -3.0% | 0.58% | +1.2% |
| YUM | Sell | YUM! BRANDS | $3,131 | -99.9% | 24,445 | -1.5% | 0.57% | +10.4% |
| CME | Sell | CME GRP | $2,915 | -99.9% | 17,335 | -8.2% | 0.53% | -19.0% |
| CHD | Sell | CHURCH & DWIGHT CO | $2,490 | -99.9% | 30,892 | -1.7% | 0.46% | +3.2% |
| XLE | Buy | S&P ENERGY ETF | $2,263 | -99.9% | 25,874 | +1.7% | 0.41% | +14.7% |
| WCN | WASTE CONNECTIONS | $2,223 | -99.9% | 16,770 | 0.0% | 0.41% | -8.8% | |
| GOOGL | Sell | ALPHABET CL A | $1,938 | -99.9% | 21,960 | -38.0% | 0.35% | -46.8% |
| NEE | Sell | NEXTERA ENERGY | $1,907 | -99.9% | 22,806 | -0.7% | 0.35% | -1.4% |
| PM | Sell | PHILIP MORRIS INTL | $1,889 | -99.9% | 18,667 | -0.2% | 0.34% | +13.1% |
| PFF | Sell | ISHARES US PFD ETFpfd | $1,882 | -99.9% | 61,660 | -12.4% | 0.34% | -21.3% |
| KMB | Sell | KIMBERLY CLARK CO | $1,859 | -99.9% | 13,696 | -2.2% | 0.34% | +9.4% |
| FB | Sell | META PLATFORMS (FORMERLY FACEB | $1,839 | -99.9% | 15,280 | -18.6% | 0.34% | -32.8% |
| HSY | THE HERSHEY CO | $1,744 | -99.9% | 7,532 | 0.0% | 0.32% | -2.5% | |
| ISRG | Sell | INTUITIVE SURGICAL | $1,653 | -99.9% | 6,228 | -1.4% | 0.30% | +30.2% |
| SO | Buy | SOUTHERN COMPANY | $1,570 | -99.9% | 21,982 | +0.7% | 0.29% | -1.4% |
| TJX | Buy | TJX COMPANIES | $1,547 | -99.9% | 19,440 | +5.1% | 0.28% | +24.8% |
| RSP | Buy | INVESCO S&P EQUAL WT | $1,517 | -99.9% | 10,743 | +0.5% | 0.28% | +3.7% |
| CLX | Buy | CLOROX CO | $1,447 | -99.9% | 10,309 | +0.2% | 0.26% | +1.9% |
| NVDA | Sell | NVIDIA CORP | $1,433 | -99.9% | 9,808 | -7.4% | 0.26% | +4.0% |
| BA | Sell | BOEING CO | $1,363 | -99.8% | 7,155 | -0.8% | 0.25% | +45.6% |
| ICE | Sell | INTERCONTINENTAL EXCHNGE | $1,356 | -99.9% | 13,215 | -2.5% | 0.25% | +3.3% |
| STZ | Sell | CONSTELLATION BRANDS | $1,334 | -99.9% | 5,758 | -7.2% | 0.24% | -12.9% |
| AMAT | APPLIED MATERIALS | $1,324 | -99.9% | 13,600 | 0.0% | 0.24% | +10.5% | |
| LLY | ELI LILLY & CO | $1,308 | -99.9% | 3,576 | 0.0% | 0.24% | +5.3% | |
| PYPL | Sell | PAYPAL HOLDINGS | $1,261 | -99.9% | 17,707 | -9.6% | 0.23% | -30.5% |
| UNP | Sell | UNION PACIFIC CORP | $1,242 | -99.9% | 5,999 | -0.8% | 0.23% | -1.7% |
| SJM | Buy | J M SMUCKER CO | $1,237 | -99.9% | 7,807 | +1.1% | 0.23% | +8.7% |
| MO | Sell | ALTRIA | $1,225 | -99.9% | 26,792 | -1.3% | 0.22% | +4.2% |
| SPHQ | Buy | S&P 500 HIGH-QUALITY ETF | $1,205 | -99.9% | 27,376 | +5.2% | 0.22% | +8.4% |
| MET | Sell | METLIFE | $1,114 | -99.9% | 15,399 | -1.0% | 0.20% | +9.1% |
| ADSK | AUTODESK | $1,102 | -99.9% | 5,897 | 0.0% | 0.20% | -6.9% | |
| VTV | Buy | VANGUARD VALUE ETF | $1,076 | -99.9% | 7,665 | +13.5% | 0.20% | +19.5% |
| ITA | Sell | DJ US AERO & DEF ETF | $1,067 | -99.9% | 9,539 | -5.5% | 0.20% | +7.7% |
| HSIC | SCHEIN HENRY | $1,021 | -99.9% | 12,780 | 0.0% | 0.19% | +12.7% | |
| MRK | Sell | MERCK & CO | $981 | -99.9% | 8,844 | -0.5% | 0.18% | +19.3% |
| IWF | Sell | RUSSELL 1000 GROWTH ETF | $974 | -99.9% | 4,548 | -1.3% | 0.18% | -6.3% |
| LMT | Buy | LOCKHEED MARTIN | $937 | -99.9% | 1,926 | +0.2% | 0.17% | +17.1% |
| DFS | DISCOVER FINANCIAL SERV | $922 | -99.9% | 9,421 | 0.0% | 0.17% | 0.0% | |
| ADP | Buy | AUTO DATA PROCESSING | $911 | -99.9% | 3,816 | +0.8% | 0.17% | -1.2% |
| FDX | Sell | FEDEX CORP | $864 | -99.9% | 4,988 | -10.7% | 0.16% | -3.1% |
| VOO | Buy | VANGUARD S&P 500 ETF | $853 | -99.9% | 2,427 | +39.1% | 0.16% | +39.3% |
| IAU | ISHARES GOLD ETF | $844 | -99.9% | 24,392 | 0.0% | 0.15% | +2.0% | |
| MTB | Sell | M & T BANK CORP | $836 | -99.9% | 5,765 | -0.9% | 0.15% | -23.9% |
| OXY | OCCIDENTAL PETRO CO | $833 | -99.9% | 13,230 | 0.0% | 0.15% | -5.0% | |
| CRM | Sell | SALESFORCE | $828 | -99.9% | 6,243 | -9.7% | 0.15% | -22.6% |
| SDY | Sell | S&P DIVIDEND ETF | $786 | -99.9% | 6,279 | -0.8% | 0.14% | +2.9% |
| ZBH | Sell | ZIMMER HOLDINGS | $743 | -99.9% | 5,824 | -0.0% | 0.14% | +13.3% |
| NVS | Sell | NOVARTIS | $728 | -99.9% | 8,028 | -6.4% | 0.13% | +3.9% |
| TRV | Sell | TRAVELERS | $684 | -99.9% | 3,647 | -0.5% | 0.12% | +13.6% |
| XLB | Sell | S&P MATERIALS ETF | $674 | -99.9% | 8,681 | -12.8% | 0.12% | -7.5% |
| INTC | Sell | INTEL CORP | $674 | -99.9% | 25,506 | -5.3% | 0.12% | -9.6% |
| CSCO | CISCO SYSTEMS | $668 | -99.9% | 14,025 | 0.0% | 0.12% | +10.9% | |
| ED | CONSOLIDATED EDISON | $650 | -99.9% | 6,818 | 0.0% | 0.12% | +3.5% | |
| BLK | BLACKROCK | $609 | -99.9% | 860 | 0.0% | 0.11% | +19.4% | |
| TMP | Sell | TOMPKINS FINANCIAL CORP | $608 | -99.9% | 7,843 | -5.2% | 0.11% | -5.9% |
| DG | Buy | DOLLAR GENERAL CORP | $593 | -99.9% | 2,410 | +4.8% | 0.11% | 0.0% |
| IVW | Sell | S&P 500 GROWTH | $571 | -99.9% | 9,753 | -1.3% | 0.10% | -7.1% |
| PWR | QUANTA SERVICES | $556 | -99.9% | 3,899 | 0.0% | 0.10% | +3.1% | |
| FPE | Sell | FIRST TRUST PFD SEC & INCpfd | $552 | -99.9% | 32,875 | -6.3% | 0.10% | -12.2% |
| DIA | Buy | DIAMONDS TRUST I ETF | $540 | -99.9% | 1,629 | +28.1% | 0.10% | +37.5% |
| GLD | S&P GOLD SHARES ETF | $522 | -99.9% | 3,078 | 0.0% | 0.10% | +2.2% | |
| QQQJ | Sell | NASDAQ NEXT GEN 100 ETF | $517 | -99.9% | 21,609 | -11.1% | 0.09% | -11.3% |
| APH | Sell | AMPHENOL CORP CL A | $514 | -99.9% | 6,755 | -5.6% | 0.09% | 0.0% |
| MPC | MARATHON PETROLEUM CO | $500 | -99.9% | 4,300 | 0.0% | 0.09% | +8.3% | |
| MDT | Sell | MEDTRONIC | $499 | -99.9% | 6,425 | -11.0% | 0.09% | -20.2% |
| XLY | Sell | S&P CONSUMER DISCRETIONARY | $494 | -99.9% | 3,824 | -3.7% | 0.09% | -18.9% |
| TR | TOOTSIE ROLL | $481 | -99.9% | 11,293 | 0.0% | 0.09% | +18.9% | |
| T | Sell | AT & T CORP | $482 | -99.9% | 26,184 | -9.5% | 0.09% | +1.1% |
| NDSN | NORDSON CORP | $475 | -99.9% | 2,000 | 0.0% | 0.09% | +4.8% | |
| GLW | Sell | CORNING | $474 | -99.9% | 14,834 | -16.4% | 0.09% | -13.9% |
| CAT | Sell | CATERPILLAR | $479 | -99.9% | 2,000 | -0.7% | 0.09% | +33.8% |
| LRCX | LAM RESEARCH | $472 | -99.9% | 1,122 | 0.0% | 0.09% | +6.2% | |
| CBU | Buy | COMMUNITY BANK SYSTEM | $467 | -99.9% | 7,414 | +0.1% | 0.08% | -2.3% |
| IWV | ISHARES RUSSELL 3000 | $463 | -99.9% | 2,100 | 0.0% | 0.08% | 0.0% | |
| SPWR | SUNPOWER CORP | $453 | -99.9% | 25,100 | 0.0% | 0.08% | -26.5% | |
| AZO | AUTOZONE | $444 | -99.9% | 180 | 0.0% | 0.08% | +6.6% | |
| IJR | New | S&P SMALL-CAP 600 ETF | $435 | – | 4,600 | +100.0% | 0.08% | – |
| CARR | Sell | CARRIER GLOBAL | $422 | -99.9% | 10,238 | -5.1% | 0.08% | +2.7% |
| RACE | FERRARI NV | $416 | -99.9% | 1,940 | 0.0% | 0.08% | +8.6% | |
| BNL | BROADSTONE NET LEASE | $415 | -99.9% | 25,596 | 0.0% | 0.08% | -2.6% | |
| CAG | CONAGRA FOODS | $400 | -99.9% | 10,326 | 0.0% | 0.07% | +10.6% | |
| BX | Sell | BLACKSTONE GROUP | $395 | -99.9% | 5,325 | -0.9% | 0.07% | -18.2% |
| ATVI | Sell | ACTIVISION BLIZZARD | $379 | -99.9% | 4,946 | -3.9% | 0.07% | -8.0% |
| CL | COLGATE-PALMOLIVE | $372 | -99.9% | 4,720 | 0.0% | 0.07% | +4.6% | |
| IBM | Buy | IBM | $364 | -99.9% | 2,582 | +0.4% | 0.07% | +10.0% |
| NGG | NATIONAL GRID GRP | $357 | -99.9% | 5,925 | 0.0% | 0.06% | +8.3% | |
| IYW | DJ US TECHNOLOGY ETF | $356 | -99.9% | 4,775 | 0.0% | 0.06% | -5.8% | |
| MMM | Sell | 3M COMPANY | $348 | -99.9% | 2,901 | -0.2% | 0.06% | +1.6% |
| HCA | HCA HEALTHCARE | $350 | -99.9% | 1,460 | 0.0% | 0.06% | +20.8% | |
| XLV | Buy | S&P HEALTH CARE ETF | $346 | -99.9% | 2,548 | +3.6% | 0.06% | +8.6% |
| GPI | GROUP 1 AUTOMOTIVE | $343 | -99.9% | 1,900 | 0.0% | 0.06% | +18.9% | |
| MED | MEDIFAST | $335 | -99.9% | 2,900 | 0.0% | 0.06% | -1.6% | |
| QCOM | QUALCOMM | $330 | -99.9% | 3,004 | 0.0% | 0.06% | -10.4% | |
| TSLA | Buy | TESLA MOTORS | $325 | -99.9% | 2,640 | +20.2% | 0.06% | -48.2% |
| AB | ALLIANCE BERNSTEIN HOLDING | $318 | -99.9% | 9,250 | 0.0% | 0.06% | -9.4% | |
| DUK | DUKE ENERGY CORP NEW | $318 | -99.9% | 3,083 | 0.0% | 0.06% | +3.6% | |
| GD | Buy | GENERAL DYNAMICS CO | $314 | -99.9% | 1,265 | +1.4% | 0.06% | +9.6% |
| LW | LAMB WESTON HOLDINGS | $308 | -99.9% | 3,442 | 0.0% | 0.06% | +7.7% | |
| MA | MASTERCARD | $306 | -99.9% | 881 | 0.0% | 0.06% | +14.3% | |
| NVO | NOVO NORDISK A/S ADR | $294 | -99.9% | 2,175 | 0.0% | 0.05% | +25.6% | |
| TD | Sell | TORONTO DOMINION BANK | $294 | -99.9% | 4,535 | -2.2% | 0.05% | -3.6% |
| MSI | MOTOROLA | $289 | -99.9% | 1,120 | 0.0% | 0.05% | +8.2% | |
| IVV | S&P 500 INDEX ETF | $281 | -99.9% | 731 | 0.0% | 0.05% | 0.0% | |
| VUG | New | VANGUARD GROWTH | $276 | – | 1,295 | +100.0% | 0.05% | – |
| SNA | SNAP-ON INC | $271 | -99.9% | 1,185 | 0.0% | 0.05% | +4.3% | |
| KRE | Sell | S&P REGIONAL BANKING ETF | $256 | -99.9% | 4,365 | -4.5% | 0.05% | -11.3% |
| XLP | Sell | S&P CONSUMER STAPLES | $258 | -99.9% | 3,460 | -1.9% | 0.05% | +2.2% |
| HON | New | HONEYWELL | $248 | – | 1,158 | +100.0% | 0.04% | – |
| ARW | ARROW ELECTRS | $248 | -99.9% | 2,370 | 0.0% | 0.04% | +4.7% | |
| NOC | Sell | NORTHROP GRUMMAN CO | $243 | -99.9% | 445 | -5.3% | 0.04% | +2.3% |
| WMT | Buy | WAL-MART STORES | $241 | -99.9% | 1,697 | +1.9% | 0.04% | +4.8% |
| LHX | L3HARRIS TECHNOLOGIES | $233 | -99.9% | 1,117 | 0.0% | 0.04% | -6.5% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR | $229 | -99.9% | 3,080 | -12.1% | 0.04% | -10.6% |
| VO | New | VANGUARD MSCI US MID-CAP | $231 | – | 1,134 | +100.0% | 0.04% | – |
| DLN | WISDOMTREE LARGE-CAP DIV | $232 | -99.9% | 3,750 | 0.0% | 0.04% | +2.4% | |
| USMV | ISHARES EDGE MSCI MIN VOL | $231 | -99.9% | 3,200 | 0.0% | 0.04% | 0.0% | |
| YUMC | New | YUM CHINA | $222 | – | 4,060 | +100.0% | 0.04% | – |
| CTVA | CORTEVA | $219 | -99.9% | 3,720 | 0.0% | 0.04% | -4.8% | |
| DSI | FTSE KLD 400 SOCIAL | $219 | -99.9% | 3,044 | 0.0% | 0.04% | 0.0% | |
| XLU | New | S&P UTILITIES ETF | $205 | – | 2,901 | +100.0% | 0.04% | – |
| JBLU | JETBLUE AIRWAYS CO | $117 | -99.9% | 18,000 | 0.0% | 0.02% | -8.7% | |
| MMNFF | MEDMEN ENTERPRISES | $1 | -100.0% | 67,000 | 0.0% | 0.00% | -100.0% | |
| NRTLQ | NORTEL NETWORKS CO | $0 | – | 10,010 | 0.0% | 0.00% | – | |
| INND | INNERSCOPE HEARING TECHNOLOGIE | $0 | – | 20,000 | 0.0% | 0.00% | – | |
| F | Exit | FORD MOTOR CO | $0 | – | -12,550 | -100.0% | -0.03% | – |
| VNQ | Exit | VANGUARD REIT ETF INDX | $0 | – | -2,564 | -100.0% | -0.04% | – |
| Exit | ALLSPRING MONEY MKT MUTUAL FUN | $0 | – | -545,000 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 11.1% |
| MICROSOFT CORP | 42 | Q3 2023 | 8.0% |
| VISA INC | 42 | Q3 2023 | 6.2% |
| PEPSICO INC. | 42 | Q3 2023 | 3.4% |
| WALT DISNEY CO | 42 | Q3 2023 | 3.3% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 2.8% |
| CHEVRON CORPORATION | 42 | Q3 2023 | 3.5% |
| BRISTOL-MYERS SQUIBB CO COM | 42 | Q3 2023 | 3.7% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 2.2% |
| MCDONALDS CORP COM | 42 | Q3 2023 | 2.3% |
View BURNS J W & CO INC/NY's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-04 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-01-20 |
View BURNS J W & CO INC/NY's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.