$624 Thousand is the total value of BURNS J W & CO INC/NY's 174 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 4.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE | $69,527 | +16.7% | 358,440 | -0.8% | 11.14% | +9.9% |
| MSFT | Sell | MICROSOFT CORP | $50,119 | +18.1% | 147,175 | -0.0% | 8.03% | +11.2% |
| V | Sell | VISA | $30,579 | +5.0% | 128,766 | -0.3% | 4.90% | -1.1% |
| PEP | Sell | PEPSICO | $18,912 | +1.0% | 102,107 | -0.6% | 3.03% | -4.9% |
| QQQ | Buy | NASDAQ 100 ETF | $17,254 | +16.1% | 46,704 | +0.9% | 2.76% | +9.4% |
| GOOG | Buy | ALPHABET CL C | $17,165 | +17.0% | 141,892 | +0.6% | 2.75% | +10.2% |
| AMZN | Buy | AMAZON | $16,585 | +27.8% | 127,221 | +1.3% | 2.66% | +20.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY B | $15,017 | +9.9% | 44,038 | -0.4% | 2.40% | +3.5% |
| MCD | Sell | MCDONALD'S CORP | $14,591 | +5.9% | 48,895 | -0.7% | 2.34% | -0.2% |
| CVX | Sell | CHEVRON | $12,636 | -4.4% | 80,302 | -0.9% | 2.02% | -10.0% |
| JPM | Sell | JP MORGAN CHASE | $11,837 | +10.7% | 81,385 | -0.8% | 1.90% | +4.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $10,512 | +5.0% | 63,509 | -1.7% | 1.68% | -1.1% |
| PG | Sell | PROCTER & GAMBLE | $10,106 | +0.8% | 66,600 | -1.3% | 1.62% | -5.1% |
| IJH | Buy | S&P MID-CAP 400 ETF | $10,056 | +6.7% | 38,459 | +2.1% | 1.61% | +0.6% |
| DHR | Sell | DANAHER CORP | $9,654 | -5.8% | 40,226 | -1.0% | 1.55% | -11.3% |
| RTX | Sell | RAYTHEON TECHNOLOGIES | $9,224 | -1.2% | 94,161 | -1.2% | 1.48% | -6.9% |
| VIG | Buy | VANGUARD DIV APPR'N ETF | $8,847 | +17.4% | 54,464 | +11.3% | 1.42% | +10.6% |
| SYK | Sell | STRYKER | $8,660 | +5.5% | 28,387 | -1.2% | 1.39% | -0.6% |
| SBUX | Sell | STARBUCKS CORP | $8,652 | -6.0% | 87,337 | -1.2% | 1.39% | -11.5% |
| WM | Buy | WASTE MGMT | $8,036 | +6.4% | 46,341 | +0.1% | 1.29% | +0.2% |
| DE | Buy | DEERE & CO | $7,646 | +4.5% | 18,869 | +6.4% | 1.22% | -1.6% |
| COST | Buy | COSTCO WHOLESALE CO | $7,541 | +8.4% | 14,008 | +0.0% | 1.21% | +2.0% |
| IJS | Sell | S&P SMALL-CAP 600 VALUE ETF | $7,427 | -0.1% | 78,105 | -1.7% | 1.19% | -5.9% |
| TMO | Sell | THERMO FISHER SCIENTIFIC | $7,209 | -9.9% | 13,816 | -0.4% | 1.16% | -15.1% |
| PAYX | Sell | PAYCHEX | $7,094 | -3.7% | 63,413 | -1.4% | 1.14% | -9.3% |
| NFLX | Sell | NETFLIX | $6,932 | +25.0% | 15,738 | -1.9% | 1.11% | +17.7% |
| MS | Sell | MORGAN STANLEY | $6,763 | -3.8% | 79,195 | -1.1% | 1.08% | -9.4% |
| NSC | Sell | NORFOLK SOUTHERN | $6,746 | +4.7% | 29,751 | -2.2% | 1.08% | -1.4% |
| UNH | Buy | UNITEDHEALTH GRP | $6,386 | +5.5% | 13,286 | +3.8% | 1.02% | -0.6% |
| LOW | Buy | LOWES CO | $6,087 | +13.5% | 26,968 | +0.6% | 0.98% | +6.9% |
| DIS | Sell | DISNEY WALT CO | $5,811 | -14.2% | 65,084 | -3.7% | 0.93% | -19.1% |
| XLF | Sell | S&P FINANCIAL ETF | $5,709 | -1.8% | 169,361 | -6.3% | 0.91% | -7.6% |
| XLI | Sell | S&P INDUSTRIAL ETF | $5,707 | +3.8% | 53,177 | -2.1% | 0.91% | -2.2% |
| ZTS | Sell | ZOETIS, INC | $5,474 | +3.1% | 31,786 | -0.3% | 0.88% | -2.9% |
| HD | Sell | HOME DEPOT | $5,092 | +5.0% | 16,393 | -0.2% | 0.82% | -1.1% |
| AMGN | Sell | AMGEN | $5,067 | -11.1% | 22,823 | -3.1% | 0.81% | -16.2% |
| FB | Buy | META PLATFORMS (FORMERLY FACEB | $4,789 | +41.1% | 16,687 | +4.2% | 0.77% | +32.9% |
| VTI | Buy | VANGUARD TOTAL MKT ETF | $4,666 | +12.2% | 21,182 | +4.0% | 0.75% | +5.7% |
| URI | UNITED RENTALS | $4,473 | +12.5% | 10,043 | 0.0% | 0.72% | +5.9% | |
| ABBV | Sell | ABBVIE | $4,350 | -15.6% | 32,284 | -0.2% | 0.70% | -20.5% |
| XLK | Sell | S&P TECHNOLOGY ETF | $4,328 | +11.0% | 24,891 | -3.6% | 0.69% | +4.5% |
| ABT | Sell | ABBOTT LABS | $4,298 | +2.8% | 39,423 | -4.5% | 0.69% | -3.2% |
| KO | Sell | COCA COLA CO | $4,168 | -3.8% | 69,210 | -0.9% | 0.67% | -9.4% |
| BDX | Sell | BECTON DICKINSON | $4,158 | -6.9% | 15,751 | -12.7% | 0.67% | -12.3% |
| XOM | Sell | EXXON MOBIL CORP | $4,109 | -2.6% | 38,314 | -0.4% | 0.66% | -8.4% |
| SPY | Sell | S&P 500 ETF | $4,082 | -1.1% | 9,208 | -8.7% | 0.65% | -6.8% |
| NVDA | Sell | NVIDIA CORP | $3,899 | +45.1% | 9,218 | -4.7% | 0.62% | +36.8% |
| VYM | Sell | VANGUARD HIGH DIV YIELD ETF | $3,756 | -2.3% | 35,410 | -2.8% | 0.60% | -8.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB | $3,608 | -8.5% | 56,425 | -0.8% | 0.58% | -13.9% |
| YUM | Sell | YUM! BRANDS | $3,295 | +2.6% | 23,784 | -2.1% | 0.53% | -3.3% |
| PFE | Sell | PFIZER | $3,078 | -14.9% | 83,914 | -5.3% | 0.49% | -19.8% |
| CHD | Sell | CHURCH & DWIGHT CO | $3,045 | +11.6% | 30,378 | -1.6% | 0.49% | +5.2% |
| CME | Sell | CME GRP | $2,950 | -6.3% | 15,922 | -3.1% | 0.47% | -11.6% |
| IBB | Sell | NASDAQ BIOTECH ETF | $2,924 | -5.3% | 23,032 | -3.6% | 0.47% | -10.9% |
| VZ | Sell | VERIZON COMM | $2,822 | -15.3% | 75,881 | -11.4% | 0.45% | -20.1% |
| GOOGL | Buy | ALPHABET CL A | $2,649 | +16.3% | 22,130 | +0.8% | 0.42% | +9.6% |
| BAC | Sell | BANK OF AMERICA | $2,606 | -25.0% | 90,829 | -25.2% | 0.42% | -29.4% |
| WCN | WASTE CONNECTIONS | $2,397 | +2.8% | 16,770 | 0.0% | 0.38% | -3.3% | |
| XLE | Buy | S&P ENERGY ETF | $2,244 | +4.1% | 27,652 | +6.3% | 0.36% | -2.2% |
| ISRG | Buy | INTUITIVE SURGICAL | $2,201 | +35.0% | 6,436 | +0.8% | 0.35% | +27.4% |
| AMAT | APPLIED MATERIALS | $1,966 | +17.7% | 13,600 | 0.0% | 0.32% | +10.9% | |
| PM | Buy | PHILIP MORRIS INTL | $1,933 | +2.4% | 19,806 | +2.0% | 0.31% | -3.4% |
| RSP | Sell | INVESCO S&P EQUAL WT | $1,901 | +0.6% | 12,704 | -2.8% | 0.30% | -5.0% |
| HSY | THE HERSHEY CO | $1,881 | -1.8% | 7,532 | 0.0% | 0.30% | -7.7% | |
| KMB | Sell | KIMBERLY CLARK CO | $1,710 | -1.8% | 12,382 | -4.6% | 0.27% | -7.4% |
| LLY | ELI LILLY & CO | $1,677 | +36.6% | 3,576 | 0.0% | 0.27% | +28.7% | |
| TJX | Sell | TJX COMPANIES | $1,655 | +6.2% | 19,521 | -1.9% | 0.26% | 0.0% |
| PFF | Sell | ISHARES US PFD ETFpfd | $1,643 | -10.4% | 53,126 | -9.6% | 0.26% | -15.7% |
| CLX | Sell | CLOROX CO | $1,642 | +0.4% | 10,324 | -0.1% | 0.26% | -5.4% |
| NEE | Sell | NEXTERA ENERGY | $1,620 | -7.5% | 21,839 | -3.8% | 0.26% | -13.1% |
| CRM | Buy | SALESFORCE | $1,609 | +23.7% | 7,614 | +16.9% | 0.26% | +16.7% |
| BA | Sell | BOEING CO | $1,535 | -3.7% | 7,270 | -3.1% | 0.25% | -9.2% |
| SO | Sell | SOUTHERN COMPANY | $1,514 | -0.5% | 21,555 | -1.4% | 0.24% | -6.2% |
| ICE | INTERCONTINENTAL EXCHNGE | $1,494 | +8.4% | 13,215 | 0.0% | 0.24% | +2.1% | |
| SPHQ | Sell | S&P 500 HIGH-QUALITY ETF | $1,421 | +6.0% | 28,164 | -0.6% | 0.23% | 0.0% |
| IWF | Sell | RUSSELL 1000 GROWTH ETF | $1,222 | +11.9% | 4,441 | -0.6% | 0.20% | +5.4% |
| MO | Buy | ALTRIA | $1,223 | +2.6% | 27,007 | +1.1% | 0.20% | -3.4% |
| UNP | Sell | UNION PACIFIC CORP | $1,215 | +0.7% | 5,936 | -1.1% | 0.20% | -4.9% |
| ADSK | AUTODESK | $1,207 | -1.7% | 5,897 | 0.0% | 0.19% | -7.7% | |
| SJM | Sell | J M SMUCKER CO | $1,168 | -7.6% | 7,912 | -1.5% | 0.19% | -13.0% |
| FDX | Sell | FEDEX CORP | $1,152 | +3.2% | 4,646 | -4.9% | 0.18% | -2.6% |
| STZ | Sell | CONSTELLATION BRANDS | $1,151 | -10.2% | 4,675 | -17.6% | 0.18% | -15.6% |
| PYPL | Sell | PAYPAL HOLDINGS | $1,114 | -16.7% | 16,694 | -5.2% | 0.18% | -21.6% |
| DFS | DISCOVER FINANCIAL SERV | $1,101 | +18.3% | 9,421 | 0.0% | 0.18% | +11.4% | |
| IJR | Buy | S&P SMALL-CAP 600 ETF | $1,059 | +17.0% | 10,632 | +13.6% | 0.17% | +10.4% |
| ITA | Sell | DJ US AERO & DEF ETF | $1,051 | -0.6% | 9,012 | -1.9% | 0.17% | -6.7% |
| HSIC | SCHEIN HENRY | $1,036 | -0.6% | 12,780 | 0.0% | 0.17% | -6.2% | |
| MRK | Sell | MERCK & CO | $1,021 | +6.1% | 8,848 | -2.2% | 0.16% | 0.0% |
| IAU | Buy | ISHARES GOLD ETF | $986 | +8.1% | 27,095 | +11.1% | 0.16% | +1.9% |
| VTV | Sell | VANGUARD VALUE ETF | $952 | -10.4% | 6,703 | -12.9% | 0.15% | -16.0% |
| LMT | Sell | LOCKHEED MARTIN | $912 | -7.2% | 1,982 | -4.7% | 0.15% | -12.6% |
| TSLA | Buy | TESLA MOTORS | $852 | +26.6% | 3,254 | +0.3% | 0.14% | +19.3% |
| ZBH | Sell | ZIMMER HOLDINGS | $844 | +12.5% | 5,799 | -0.1% | 0.14% | +5.5% |
| ADP | Sell | AUTO DATA PROCESSING | $835 | -2.3% | 3,801 | -1.0% | 0.13% | -7.6% |
| SDY | Buy | S&P DIVIDEND ETF | $811 | +4.4% | 6,614 | +5.3% | 0.13% | -1.5% |
| MET | Sell | METLIFE | $797 | -7.5% | 14,097 | -5.2% | 0.13% | -12.9% |
| NVS | NOVARTIS | $789 | +9.7% | 7,814 | 0.0% | 0.13% | +3.3% | |
| INTC | Buy | INTEL CORP | $785 | +2.7% | 23,486 | +0.4% | 0.13% | -3.1% |
| OXY | Sell | OCCIDENTAL PETRO CO | $770 | -6.6% | 13,100 | -0.8% | 0.12% | -12.1% |
| PWR | Sell | QUANTA SERVICES | $758 | +16.6% | 3,860 | -1.0% | 0.12% | +9.0% |
| VOO | Sell | VANGUARD S&P 500 ETF | $736 | -19.5% | 1,808 | -25.6% | 0.12% | -23.9% |
| MTB | M & T BANK CORP | $726 | +3.6% | 5,864 | 0.0% | 0.12% | -2.5% | |
| LRCX | LAM RESEARCH | $721 | +21.2% | 1,122 | 0.0% | 0.12% | +13.9% | |
| XLB | Sell | S&P MATERIALS ETF | $680 | -1.7% | 8,206 | -4.3% | 0.11% | -7.6% |
| CSCO | Sell | CISCO SYSTEMS | $667 | -2.1% | 12,900 | -1.0% | 0.11% | -7.8% |
| IVW | S&P 500 GROWTH | $659 | +10.4% | 9,348 | 0.0% | 0.11% | +3.9% | |
| RACE | FERRARI NV | $631 | +20.0% | 1,940 | 0.0% | 0.10% | +13.5% | |
| TRV | TRAVELERS | $623 | +1.3% | 3,587 | 0.0% | 0.10% | -4.8% | |
| ED | CONSOLIDATED EDISON | $616 | -5.5% | 6,818 | 0.0% | 0.10% | -10.8% | |
| XLY | Sell | S&P CONSUMER DISCRETIONARY | $606 | +6.3% | 3,571 | -6.3% | 0.10% | 0.0% |
| BLK | BLACKROCK | $594 | +3.3% | 860 | 0.0% | 0.10% | -3.1% | |
| CARR | Sell | CARRIER GLOBAL | $596 | +4.6% | 11,997 | -3.7% | 0.10% | -2.1% |
| DIA | Sell | DIAMONDS TRUST I ETF | $579 | -3.5% | 1,683 | -6.7% | 0.09% | -8.8% |
| GLD | S&P GOLD SHARES ETF | $546 | -2.7% | 3,061 | 0.0% | 0.09% | -8.4% | |
| IWV | ISHARES RUSSELL 3000 | $534 | +8.1% | 2,100 | 0.0% | 0.09% | +2.4% | |
| MDT | Sell | MEDTRONIC | $537 | +3.7% | 6,097 | -5.1% | 0.09% | -2.3% |
| APH | Sell | AMPHENOL CORP CL A | $527 | -4.5% | 6,205 | -8.1% | 0.08% | -10.6% |
| PANW | Buy | PALO ALTO NETWORKS | $522 | +149.8% | 2,044 | +95.6% | 0.08% | +133.3% |
| FPE | Sell | FIRST TRUST PFD SEC & INCpfd | $522 | -0.2% | 32,675 | -0.3% | 0.08% | -5.6% |
| GLW | CORNING | $520 | -0.6% | 14,834 | 0.0% | 0.08% | -6.7% | |
| IYW | DJ US TECHNOLOGY ETF | $509 | +17.3% | 4,675 | 0.0% | 0.08% | +10.8% | |
| MPC | MARATHON PETROLEUM CO | $501 | -13.6% | 4,300 | 0.0% | 0.08% | -19.2% | |
| CAT | CATERPILLAR | $492 | +7.4% | 2,000 | 0.0% | 0.08% | +1.3% | |
| QQQJ | Sell | NASDAQ NEXT GEN 100 ETF | $496 | -2.4% | 18,963 | -4.8% | 0.08% | -8.1% |
| NDSN | NORDSON CORP | $496 | +11.5% | 2,000 | 0.0% | 0.08% | +3.9% | |
| BX | BLACKSTONE GROUP | $495 | +5.8% | 5,325 | 0.0% | 0.08% | -1.2% | |
| GPI | GROUP 1 AUTOMOTIVE | $490 | +14.0% | 1,900 | 0.0% | 0.08% | +6.8% | |
| AZO | AUTOZONE | $449 | +1.6% | 180 | 0.0% | 0.07% | -4.0% | |
| HCA | HCA HEALTHCARE | $443 | +15.1% | 1,460 | 0.0% | 0.07% | +9.2% | |
| CL | Buy | COLGATE-PALMOLIVE | $415 | +16.9% | 5,386 | +14.1% | 0.07% | +10.0% |
| TR | Buy | TOOTSIE ROLL | $412 | -18.7% | 11,630 | +3.0% | 0.07% | -23.3% |
| MA | Sell | MASTERCARD | $392 | +4.3% | 997 | -3.8% | 0.06% | -1.6% |
| LW | LAMB WESTON HOLDINGS | $396 | +10.0% | 3,442 | 0.0% | 0.06% | +3.3% | |
| T | Sell | AT & T CORP | $379 | -19.5% | 23,742 | -2.9% | 0.06% | -23.8% |
| NGG | Sell | NATIONAL GRID GRP | $369 | -8.4% | 5,475 | -7.6% | 0.06% | -14.5% |
| QCOM | QUALCOMM | $358 | -6.5% | 3,004 | 0.0% | 0.06% | -12.3% | |
| NVO | NOVO NORDISK A/S ADR | $352 | +1.7% | 2,175 | 0.0% | 0.06% | -5.1% | |
| CAG | CONAGRA FOODS | $348 | -10.3% | 10,326 | 0.0% | 0.06% | -15.2% | |
| CBU | Sell | COMMUNITY BANK SYSTEM | $343 | -11.8% | 7,322 | -1.2% | 0.06% | -16.7% |
| SNA | SNAP-ON INC | $342 | +16.7% | 1,185 | 0.0% | 0.06% | +10.0% | |
| ARW | ARROW ELECTRS | $339 | +14.5% | 2,370 | 0.0% | 0.05% | +8.0% | |
| XLV | Buy | S&P HEALTH CARE ETF | $335 | +5.3% | 2,528 | +3.1% | 0.05% | 0.0% |
| MSI | MOTOROLA | $328 | +2.5% | 1,120 | 0.0% | 0.05% | -1.9% | |
| IBM | Sell | IBM | $327 | -3.0% | 2,446 | -4.9% | 0.05% | -8.8% |
| IVV | S&P 500 INDEX ETF | $326 | +8.7% | 731 | 0.0% | 0.05% | +2.0% | |
| TMP | Buy | TOMPKINS FINANCIAL CORP | $326 | -15.5% | 5,860 | +0.4% | 0.05% | -21.2% |
| DG | Sell | DOLLAR GENERAL CORP | $314 | -30.5% | 1,850 | -14.0% | 0.05% | -35.1% |
| AB | ALLIANCE BERNSTEIN HOLDING | $297 | -12.1% | 9,250 | 0.0% | 0.05% | -15.8% | |
| TD | TORONTO DOMINION BANK | $281 | +3.3% | 4,535 | 0.0% | 0.04% | -2.2% | |
| MMM | Buy | 3M COMPANY | $278 | -1.1% | 2,776 | +3.7% | 0.04% | -6.2% |
| HON | Sell | HONEYWELL | $277 | +4.9% | 1,333 | -3.6% | 0.04% | -2.2% |
| DUK | DUKE ENERGY CORP NEW | $277 | -6.7% | 3,083 | 0.0% | 0.04% | -13.7% | |
| XLP | Buy | S&P CONSUMER STAPLES | $275 | +5.8% | 3,705 | +6.6% | 0.04% | 0.0% |
| MED | MEDIFAST | $267 | -11.3% | 2,900 | 0.0% | 0.04% | -15.7% | |
| WMT | WAL-MART STORES | $271 | +6.7% | 1,722 | 0.0% | 0.04% | 0.0% | |
| DSI | FTSE KLD 400 SOCIAL | $256 | +8.0% | 3,044 | 0.0% | 0.04% | +2.5% | |
| GD | Sell | GENERAL DYNAMICS CO | $256 | -9.9% | 1,192 | -4.3% | 0.04% | -14.6% |
| SPYX | New | SPDR S&P 500 FOSSIL FUEL RESER | $249 | – | 6,875 | +100.0% | 0.04% | – |
| SPWR | SUNPOWER CORP | $246 | -29.1% | 25,100 | 0.0% | 0.04% | -33.9% | |
| NKE | Buy | NIKE | $240 | -8.4% | 2,177 | +1.9% | 0.04% | -15.6% |
| USMV | ISHARES EDGE MSCI MIN VOL | $238 | +2.1% | 3,200 | 0.0% | 0.04% | -5.0% | |
| DLN | WISDOMTREE LARGE-CAP DIV | $239 | +3.0% | 3,750 | 0.0% | 0.04% | -2.6% | |
| AXP | AMERICAN EXPRESS CO | $236 | +5.8% | 1,353 | 0.0% | 0.04% | 0.0% | |
| YUMC | YUM CHINA | $229 | -10.9% | 4,060 | 0.0% | 0.04% | -15.9% | |
| FSLR | FIRST SOLAR | $228 | -12.6% | 1,200 | 0.0% | 0.04% | -15.9% | |
| VUG | Sell | VANGUARD GROWTH | $227 | -29.7% | 804 | -37.9% | 0.04% | -34.5% |
| CTVA | Buy | CORTEVA | $214 | -4.5% | 3,728 | +0.2% | 0.03% | -10.5% |
| SHW | New | SHERWIN WILLIAMS | $209 | – | 789 | +100.0% | 0.03% | – |
| TDY | TELEDYNE TECH | $206 | -8.0% | 500 | 0.0% | 0.03% | -13.2% | |
| BNL | Sell | BROADSTONE NET LEASE | $154 | -64.6% | 10,000 | -60.9% | 0.02% | -66.2% |
| JBLU | JETBLUE AIRWAYS CO | $159 | +21.4% | 18,000 | 0.0% | 0.02% | +13.6% | |
| NRTLQ | NORTEL NETWORKS CO | $0 | – | 10,010 | 0.0% | 0.00% | – | |
| INND | INNERSCOPE HEARING TECHNOLOGIE | $0 | – | 20,000 | 0.0% | 0.00% | – | |
| MMNFF | MEDMEN ENTERPRISES | $2 | +100.0% | 67,000 | 0.0% | 0.00% | – | |
| LHX | Exit | L3HARRIS TECHNOLOGIES | $0 | – | -1,117 | -100.0% | -0.04% | – |
| VO | Exit | VANGUARD MSCI US MID-CAP | $0 | – | -1,084 | -100.0% | -0.04% | – |
| ATVI | Exit | ACTIVISION BLIZZARD | $0 | – | -4,005 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-12
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.