$588 Thousand is the total value of BURNS J W & CO INC/NY's 175 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 6.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE | $59,587 | +26.8% | 361,354 | -0.1% | 10.13% | +18.1% |
| MSFT | Sell | MICROSOFT CORP | $42,434 | +20.1% | 147,188 | -0.1% | 7.22% | +11.9% |
| V | Sell | VISA | $29,112 | +8.1% | 129,121 | -0.4% | 4.95% | +0.7% |
| PEP | Buy | PEPSICO | $18,720 | +1.6% | 102,685 | +0.7% | 3.18% | -5.3% |
| QQQ | Buy | NASDAQ 100 ETF | $14,855 | +23.3% | 46,286 | +2.3% | 2.53% | +14.9% |
| GOOG | Buy | ALPHABET CL C | $14,671 | +21.5% | 141,068 | +3.7% | 2.50% | +13.3% |
| MCD | Buy | MCDONALD'S CORP | $13,772 | +7.3% | 49,255 | +1.1% | 2.34% | -0.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY B | $13,659 | +1.3% | 44,237 | +1.3% | 2.32% | -5.6% |
| CVX | Buy | CHEVRON | $13,221 | -7.5% | 81,033 | +1.8% | 2.25% | -13.8% |
| AMZN | Buy | AMAZON | $12,975 | +28.6% | 125,616 | +4.6% | 2.21% | +19.8% |
| JPM | Buy | JP MORGAN CHASE | $10,694 | -1.9% | 82,064 | +0.9% | 1.82% | -8.6% |
| DHR | Buy | DANAHER CORP | $10,243 | -4.2% | 40,640 | +0.8% | 1.74% | -10.8% |
| PG | Buy | PROCTER & GAMBLE | $10,030 | -1.3% | 67,459 | +0.6% | 1.71% | -8.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $10,012 | -11.3% | 64,592 | +1.1% | 1.70% | -17.4% |
| IJH | Buy | S&P MID-CAP 400 ETF | $9,421 | +9.2% | 37,660 | +5.6% | 1.60% | +1.7% |
| RTX | Buy | RAYTHEON TECHNOLOGIES | $9,335 | -2.0% | 95,322 | +1.0% | 1.59% | -8.7% |
| SBUX | Sell | STARBUCKS CORP | $9,207 | +4.9% | 88,417 | -0.1% | 1.57% | -2.2% |
| SYK | Buy | STRYKER | $8,205 | +17.7% | 28,743 | +0.8% | 1.40% | +9.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC | $7,997 | +4.2% | 13,875 | -0.4% | 1.36% | -2.9% |
| WM | Buy | WASTE MGMT | $7,551 | +4.7% | 46,275 | +0.7% | 1.28% | -2.5% |
| VIG | Buy | VANGUARD DIV APPR'N ETF | $7,535 | +18.5% | 48,925 | +16.9% | 1.28% | +10.3% |
| IJS | Buy | S&P SMALL-CAP 600 VALUE ETF | $7,438 | +5.4% | 79,478 | +2.9% | 1.26% | -1.8% |
| PAYX | Sell | PAYCHEX | $7,367 | -1.9% | 64,292 | -1.0% | 1.25% | -8.5% |
| DE | Buy | DEERE & CO | $7,320 | -1.0% | 17,729 | +2.8% | 1.24% | -7.7% |
| MS | Buy | MORGAN STANLEY | $7,031 | +3.7% | 80,076 | +0.4% | 1.20% | -3.4% |
| COST | Buy | COSTCO WHOLESALE CO | $6,959 | +10.8% | 14,005 | +1.8% | 1.18% | +3.3% |
| DIS | Sell | DISNEY WALT CO | $6,770 | +14.6% | 67,615 | -0.6% | 1.15% | +6.7% |
| NSC | Sell | NORFOLK SOUTHERN | $6,446 | -16.2% | 30,407 | -2.5% | 1.10% | -21.9% |
| UNH | Buy | UNITEDHEALTH GRP | $6,051 | -7.6% | 12,804 | +3.7% | 1.03% | -13.9% |
| XLF | Sell | S&P FINANCIAL ETF | $5,813 | -6.3% | 180,810 | -0.3% | 0.99% | -12.6% |
| AMGN | Buy | AMGEN | $5,697 | -7.9% | 23,564 | +0.0% | 0.97% | -14.2% |
| NFLX | Buy | NETFLIX | $5,545 | +19.0% | 16,049 | +1.6% | 0.94% | +10.9% |
| XLI | Sell | S&P INDUSTRIAL ETF | $5,498 | +1.8% | 54,334 | -1.2% | 0.94% | -5.2% |
| LOW | Buy | LOWES CO | $5,363 | +1.5% | 26,817 | +1.1% | 0.91% | -5.5% |
| ZTS | Buy | ZOETIS, INC | $5,309 | +21.7% | 31,895 | +7.2% | 0.90% | +13.4% |
| ABBV | Buy | ABBVIE | $5,154 | +0.7% | 32,339 | +2.1% | 0.88% | -6.1% |
| HD | Buy | HOME DEPOT | $4,849 | -6.1% | 16,432 | +0.5% | 0.82% | -12.5% |
| BDX | Sell | BECTON DICKINSON | $4,465 | -7.2% | 18,037 | -4.7% | 0.76% | -13.6% |
| KO | Buy | COCA COLA CO | $4,333 | -0.9% | 69,856 | +1.7% | 0.74% | -7.6% |
| XOM | Buy | EXXON MOBIL CORP | $4,220 | +0.7% | 38,479 | +1.3% | 0.72% | -6.1% |
| ABT | Sell | ABBOTT LABS | $4,179 | -8.4% | 41,267 | -0.7% | 0.71% | -14.6% |
| VTI | Buy | VANGUARD TOTAL MKT ETF | $4,158 | +16.2% | 20,371 | +8.8% | 0.71% | +8.3% |
| SPY | Buy | S&P 500 ETF | $4,128 | +9.9% | 10,084 | +2.7% | 0.70% | +2.5% |
| URI | UNITED RENTALS | $3,975 | +11.4% | 10,043 | 0.0% | 0.68% | +3.8% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB | $3,943 | -3.6% | 56,889 | +0.1% | 0.67% | -10.2% |
| XLK | Buy | S&P TECHNOLOGY ETF | $3,899 | +22.0% | 25,818 | +0.6% | 0.66% | +13.7% |
| VYM | Buy | VANGUARD HIGH DIV YIELD ETF | $3,845 | -2.2% | 36,445 | +0.3% | 0.65% | -8.8% |
| PFE | Sell | PFIZER | $3,617 | -22.1% | 88,646 | -2.2% | 0.62% | -27.5% |
| BAC | Sell | BANK OF AMERICA | $3,474 | -16.3% | 121,454 | -3.1% | 0.59% | -22.0% |
| FB | Buy | META PLATFORMS (FORMERLY FACEB | $3,395 | +84.6% | 16,018 | +4.8% | 0.58% | +71.7% |
| VZ | Sell | VERIZON COMM | $3,330 | -1.4% | 85,632 | -0.1% | 0.57% | -8.1% |
| YUM | Sell | YUM! BRANDS | $3,210 | +2.5% | 24,305 | -0.6% | 0.55% | -4.5% |
| CME | Sell | CME GRP | $3,147 | +8.0% | 16,434 | -5.2% | 0.54% | +0.6% |
| IBB | Sell | NASDAQ BIOTECH ETF | $3,087 | -1.9% | 23,902 | -0.3% | 0.52% | -8.7% |
| CHD | Sell | CHURCH & DWIGHT CO | $2,729 | +9.6% | 30,863 | -0.1% | 0.46% | +2.0% |
| NVDA | Sell | NVIDIA CORP | $2,687 | +87.5% | 9,673 | -1.4% | 0.46% | +74.4% |
| WCN | WASTE CONNECTIONS | $2,332 | +4.9% | 16,770 | 0.0% | 0.40% | -2.2% | |
| GOOGL | ALPHABET CL A | $2,278 | +17.5% | 21,960 | 0.0% | 0.39% | +9.3% | |
| XLE | Buy | S&P ENERGY ETF | $2,156 | -4.7% | 26,024 | +0.6% | 0.37% | -11.1% |
| HSY | THE HERSHEY CO | $1,916 | +9.9% | 7,532 | 0.0% | 0.33% | +2.5% | |
| PM | Buy | PHILIP MORRIS INTL | $1,888 | -0.1% | 19,410 | +4.0% | 0.32% | -7.0% |
| RSP | Buy | INVESCO S&P EQUAL WT | $1,889 | +24.5% | 13,064 | +21.6% | 0.32% | +15.9% |
| PFF | Sell | ISHARES US PFD ETFpfd | $1,834 | -2.6% | 58,747 | -4.7% | 0.31% | -9.3% |
| NEE | Sell | NEXTERA ENERGY | $1,751 | -8.2% | 22,712 | -0.4% | 0.30% | -14.4% |
| KMB | Sell | KIMBERLY CLARK CO | $1,742 | -6.3% | 12,976 | -5.3% | 0.30% | -12.7% |
| AMAT | APPLIED MATERIALS | $1,670 | +26.1% | 13,600 | 0.0% | 0.28% | +17.4% | |
| CLX | Buy | CLOROX CO | $1,635 | +13.0% | 10,334 | +0.2% | 0.28% | +5.3% |
| ISRG | Buy | INTUITIVE SURGICAL | $1,630 | -1.4% | 6,382 | +2.5% | 0.28% | -8.3% |
| BA | Buy | BOEING CO | $1,594 | +16.9% | 7,504 | +4.9% | 0.27% | +8.8% |
| TJX | Buy | TJX COMPANIES | $1,559 | +0.8% | 19,898 | +2.4% | 0.26% | -6.0% |
| SO | Sell | SOUTHERN COMPANY | $1,521 | -3.1% | 21,855 | -0.6% | 0.26% | -9.8% |
| ICE | INTERCONTINENTAL EXCHNGE | $1,378 | +1.6% | 13,215 | 0.0% | 0.23% | -5.6% | |
| SPHQ | Buy | S&P 500 HIGH-QUALITY ETF | $1,341 | +11.3% | 28,334 | +3.5% | 0.23% | +3.6% |
| PYPL | Sell | PAYPAL HOLDINGS | $1,337 | +6.0% | 17,607 | -0.6% | 0.23% | -1.3% |
| CRM | Buy | SALESFORCE | $1,301 | +57.1% | 6,512 | +4.3% | 0.22% | +46.4% |
| STZ | Sell | CONSTELLATION BRANDS | $1,282 | -3.9% | 5,676 | -1.4% | 0.22% | -10.7% |
| SJM | Buy | J M SMUCKER CO | $1,264 | +2.2% | 8,032 | +2.9% | 0.22% | -4.9% |
| ADSK | AUTODESK | $1,228 | +11.4% | 5,897 | 0.0% | 0.21% | +4.0% | |
| LLY | ELI LILLY & CO | $1,228 | -6.1% | 3,576 | 0.0% | 0.21% | -12.6% | |
| UNP | UNION PACIFIC CORP | $1,207 | -2.8% | 5,999 | 0.0% | 0.20% | -9.7% | |
| MO | Sell | ALTRIA | $1,192 | -2.7% | 26,717 | -0.3% | 0.20% | -9.4% |
| FDX | Sell | FEDEX CORP | $1,116 | +29.2% | 4,886 | -2.0% | 0.19% | +20.3% |
| IWF | Sell | RUSSELL 1000 GROWTH ETF | $1,092 | +12.1% | 4,468 | -1.8% | 0.19% | +4.5% |
| VTV | Buy | VANGUARD VALUE ETF | $1,063 | -1.2% | 7,700 | +0.5% | 0.18% | -7.7% |
| ITA | Sell | DJ US AERO & DEF ETF | $1,057 | -0.9% | 9,189 | -3.7% | 0.18% | -7.7% |
| HSIC | SCHEIN HENRY | $1,042 | +2.1% | 12,780 | 0.0% | 0.18% | -4.8% | |
| LMT | Buy | LOCKHEED MARTIN | $983 | +4.9% | 2,079 | +7.9% | 0.17% | -2.3% |
| MRK | Buy | MERCK & CO | $962 | -1.9% | 9,046 | +2.3% | 0.16% | -8.4% |
| DFS | DISCOVER FINANCIAL SERV | $931 | +1.0% | 9,421 | 0.0% | 0.16% | -6.0% | |
| VOO | Buy | VANGUARD S&P 500 ETF | $914 | +7.2% | 2,431 | +0.2% | 0.16% | -0.6% |
| IAU | ISHARES GOLD ETF | $912 | +8.1% | 24,392 | 0.0% | 0.16% | +0.6% | |
| IJR | Buy | S&P SMALL-CAP 600 ETF | $905 | +108.0% | 9,362 | +103.5% | 0.15% | +94.9% |
| MET | Sell | METLIFE | $862 | -22.6% | 14,869 | -3.4% | 0.15% | -27.6% |
| ADP | Buy | AUTO DATA PROCESSING | $855 | -6.1% | 3,841 | +0.7% | 0.14% | -12.7% |
| OXY | Sell | OCCIDENTAL PETRO CO | $824 | -1.1% | 13,200 | -0.2% | 0.14% | -7.9% |
| SDY | S&P DIVIDEND ETF | $777 | -1.1% | 6,279 | 0.0% | 0.13% | -7.7% | |
| INTC | Sell | INTEL CORP | $764 | +13.4% | 23,386 | -8.3% | 0.13% | +5.7% |
| ZBH | Sell | ZIMMER HOLDINGS | $750 | +0.9% | 5,807 | -0.3% | 0.13% | -5.9% |
| NVS | Sell | NOVARTIS | $719 | -1.2% | 7,814 | -2.7% | 0.12% | -8.3% |
| MTB | Buy | M & T BANK CORP | $701 | -16.1% | 5,864 | +1.7% | 0.12% | -22.2% |
| XLB | Sell | S&P MATERIALS ETF | $692 | +2.7% | 8,576 | -1.2% | 0.12% | -4.1% |
| CSCO | Sell | CISCO SYSTEMS | $681 | +1.9% | 13,025 | -7.1% | 0.12% | -4.9% |
| TSLA | Buy | TESLA MOTORS | $673 | +107.1% | 3,244 | +22.9% | 0.11% | +93.2% |
| PWR | QUANTA SERVICES | $650 | +16.9% | 3,899 | 0.0% | 0.11% | +9.9% | |
| ED | CONSOLIDATED EDISON | $652 | +0.3% | 6,818 | 0.0% | 0.11% | -6.7% | |
| TRV | Sell | TRAVELERS | $615 | -10.1% | 3,587 | -1.6% | 0.10% | -16.0% |
| DIA | Buy | DIAMONDS TRUST I ETF | $600 | +11.1% | 1,804 | +10.7% | 0.10% | +3.0% |
| IVW | Sell | S&P 500 GROWTH | $597 | +4.6% | 9,348 | -4.2% | 0.10% | -1.9% |
| LRCX | LAM RESEARCH | $595 | +26.1% | 1,122 | 0.0% | 0.10% | +17.4% | |
| MPC | MARATHON PETROLEUM CO | $580 | +16.0% | 4,300 | 0.0% | 0.10% | +8.8% | |
| BLK | BLACKROCK | $575 | -5.6% | 860 | 0.0% | 0.10% | -11.7% | |
| XLY | Sell | S&P CONSUMER DISCRETIONARY | $570 | +15.4% | 3,811 | -0.3% | 0.10% | +7.8% |
| CARR | Buy | CARRIER GLOBAL | $570 | +35.1% | 12,463 | +21.7% | 0.10% | +26.0% |
| GLD | Sell | S&P GOLD SHARES ETF | $561 | +7.5% | 3,061 | -0.6% | 0.10% | 0.0% |
| APH | AMPHENOL CORP CL A | $552 | +7.4% | 6,755 | 0.0% | 0.09% | 0.0% | |
| FPE | Sell | FIRST TRUST PFD SEC & INCpfd | $523 | -5.3% | 32,775 | -0.3% | 0.09% | -11.9% |
| RACE | FERRARI NV | $526 | +26.4% | 1,940 | 0.0% | 0.09% | +17.1% | |
| GLW | CORNING | $523 | +10.3% | 14,834 | 0.0% | 0.09% | +2.3% | |
| MDT | MEDTRONIC | $518 | +3.8% | 6,425 | 0.0% | 0.09% | -3.3% | |
| QQQJ | Sell | NASDAQ NEXT GEN 100 ETF | $508 | -1.7% | 19,928 | -7.8% | 0.09% | -8.5% |
| TR | TOOTSIE ROLL | $507 | +5.4% | 11,293 | 0.0% | 0.09% | -2.3% | |
| IWV | ISHARES RUSSELL 3000 | $494 | +6.7% | 2,100 | 0.0% | 0.08% | -1.2% | |
| T | Sell | AT & T CORP | $471 | -2.3% | 24,457 | -6.6% | 0.08% | -9.1% |
| BX | BLACKSTONE GROUP | $468 | +18.5% | 5,325 | 0.0% | 0.08% | +11.1% | |
| CAT | CATERPILLAR | $458 | -4.4% | 2,000 | 0.0% | 0.08% | -10.3% | |
| DG | Sell | DOLLAR GENERAL CORP | $452 | -23.8% | 2,150 | -10.8% | 0.08% | -28.7% |
| NDSN | NORDSON CORP | $445 | -6.3% | 2,000 | 0.0% | 0.08% | -12.6% | |
| AZO | AUTOZONE | $442 | -0.5% | 180 | 0.0% | 0.08% | -7.4% | |
| IYW | Sell | DJ US TECHNOLOGY ETF | $434 | +21.9% | 4,675 | -2.1% | 0.07% | +13.8% |
| BNL | BROADSTONE NET LEASE | $435 | +4.8% | 25,596 | 0.0% | 0.07% | -2.6% | |
| GPI | GROUP 1 AUTOMOTIVE | $430 | +25.4% | 1,900 | 0.0% | 0.07% | +15.9% | |
| NGG | NATIONAL GRID GRP | $403 | +12.9% | 5,925 | 0.0% | 0.07% | +6.2% | |
| TMP | Sell | TOMPKINS FINANCIAL CORP | $386 | -36.5% | 5,837 | -25.6% | 0.07% | -40.5% |
| CBU | Sell | COMMUNITY BANK SYSTEM | $389 | -16.7% | 7,413 | -0.0% | 0.07% | -22.4% |
| CAG | CONAGRA FOODS | $388 | -3.0% | 10,326 | 0.0% | 0.07% | -9.6% | |
| HCA | HCA HEALTHCARE | $385 | +10.0% | 1,460 | 0.0% | 0.06% | +1.6% | |
| QCOM | QUALCOMM | $383 | +16.1% | 3,004 | 0.0% | 0.06% | +8.3% | |
| MA | Buy | MASTERCARD | $376 | +22.9% | 1,036 | +17.6% | 0.06% | +14.3% |
| LW | LAMB WESTON HOLDINGS | $360 | +16.9% | 3,442 | 0.0% | 0.06% | +8.9% | |
| CL | COLGATE-PALMOLIVE | $355 | -4.6% | 4,720 | 0.0% | 0.06% | -11.8% | |
| NVO | NOVO NORDISK A/S ADR | $346 | +17.7% | 2,175 | 0.0% | 0.06% | +9.3% | |
| SPWR | SUNPOWER CORP | $347 | -23.4% | 25,100 | 0.0% | 0.06% | -28.9% | |
| ATVI | Sell | ACTIVISION BLIZZARD | $343 | -9.5% | 4,005 | -19.0% | 0.06% | -15.9% |
| IBM | Sell | IBM | $337 | -7.4% | 2,571 | -0.4% | 0.06% | -13.6% |
| AB | ALLIANCE BERNSTEIN HOLDING | $338 | +6.3% | 9,250 | 0.0% | 0.06% | -1.7% | |
| VUG | VANGUARD GROWTH | $323 | +17.0% | 1,295 | 0.0% | 0.06% | +10.0% | |
| MSI | MOTOROLA | $320 | +10.7% | 1,120 | 0.0% | 0.05% | +1.9% | |
| XLV | Sell | S&P HEALTH CARE ETF | $318 | -8.1% | 2,453 | -3.7% | 0.05% | -14.3% |
| DUK | DUKE ENERGY CORP NEW | $297 | -6.6% | 3,083 | 0.0% | 0.05% | -12.1% | |
| MED | MEDIFAST | $301 | -10.1% | 2,900 | 0.0% | 0.05% | -16.4% | |
| IVV | S&P 500 INDEX ETF | $300 | +6.8% | 731 | 0.0% | 0.05% | 0.0% | |
| ARW | ARROW ELECTRS | $296 | +19.4% | 2,370 | 0.0% | 0.05% | +11.1% | |
| SNA | SNAP-ON INC | $293 | +8.1% | 1,185 | 0.0% | 0.05% | +2.0% | |
| GD | Sell | GENERAL DYNAMICS CO | $284 | -9.6% | 1,245 | -1.6% | 0.05% | -15.8% |
| MMM | Sell | 3M COMPANY | $281 | -19.3% | 2,676 | -7.8% | 0.05% | -25.0% |
| TD | TORONTO DOMINION BANK | $272 | -7.5% | 4,535 | 0.0% | 0.05% | -14.8% | |
| NKE | New | NIKE | $262 | – | 2,136 | +100.0% | 0.04% | – |
| HON | Buy | HONEYWELL | $264 | +6.5% | 1,383 | +19.4% | 0.04% | 0.0% |
| XLP | Buy | S&P CONSUMER STAPLES | $260 | +0.8% | 3,475 | +0.4% | 0.04% | -6.4% |
| FSLR | New | FIRST SOLAR | $261 | – | 1,200 | +100.0% | 0.04% | – |
| YUMC | YUM CHINA | $257 | +15.8% | 4,060 | 0.0% | 0.04% | +7.3% | |
| WMT | Buy | WAL-MART STORES | $254 | +5.4% | 1,722 | +1.5% | 0.04% | -2.3% |
| USMV | ISHARES EDGE MSCI MIN VOL | $233 | +0.9% | 3,200 | 0.0% | 0.04% | -4.8% | |
| DSI | FTSE KLD 400 SOCIAL | $237 | +8.2% | 3,044 | 0.0% | 0.04% | 0.0% | |
| VO | Sell | VANGUARD MSCI US MID-CAP | $229 | -0.9% | 1,084 | -4.4% | 0.04% | -7.1% |
| DLN | WISDOMTREE LARGE-CAP DIV | $232 | 0.0% | 3,750 | 0.0% | 0.04% | -7.1% | |
| AXP | New | AMERICAN EXPRESS CO | $223 | – | 1,353 | +100.0% | 0.04% | – |
| CTVA | CORTEVA | $224 | +2.3% | 3,720 | 0.0% | 0.04% | -5.0% | |
| TDY | New | TELEDYNE TECH | $224 | – | 500 | +100.0% | 0.04% | – |
| LHX | L3HARRIS TECHNOLOGIES | $219 | -6.0% | 1,117 | 0.0% | 0.04% | -14.0% | |
| PANW | New | PALO ALTO NETWORKS | $209 | – | 1,045 | +100.0% | 0.04% | – |
| JBLU | JETBLUE AIRWAYS CO | $131 | +12.0% | 18,000 | 0.0% | 0.02% | +4.8% | |
| MMNFF | MEDMEN ENTERPRISES | $1 | 0.0% | 67,000 | 0.0% | 0.00% | – | |
| INND | INNERSCOPE HEARING TECHNOLOGIE | $0 | – | 20,000 | 0.0% | 0.00% | – | |
| NRTLQ | NORTEL NETWORKS CO | $0 | – | 10,010 | 0.0% | 0.00% | – | |
| XLU | Exit | S&P UTILITIES ETF | $0 | – | -2,901 | -100.0% | -0.04% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR | $0 | – | -3,080 | -100.0% | -0.04% | – |
| NOC | Exit | NORTHROP GRUMMAN CO | $0 | – | -445 | -100.0% | -0.04% | – |
| KRE | Exit | S&P REGIONAL BANKING ETF | $0 | – | -4,365 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-17
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.