Fund Holdings — BURNS J W & CO INC/NY

Total Portfolio Value
$872.77M
Total Bought
$42.11M
Total Sold
$66.39M
Net Transaction
-$24.27M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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VANGUARD INTERNATIONAL DIVIDEND ETF306,217333,846+27,62927,56031,4623.60%+3,902
CHEVRON CORP(CVX)67,42767,323-10410,27713,9291.60%+3,653
ISHARES GOLD ETF(IAU)40,77563,361+22,5863,3105,5860.64%+2,276
COSTCO WHOLESALE(COST)14,35314,496+14312,37714,4441.65%+2,067
VANGUARD HIGH DIVIDEND ETF59,48271,472+11,9908,53710,5851.21%+2,048
JOHNSON & JOHNSON COM(JNJ)54,13654,204+6811,20313,2501.52%+2,046
ISHARES SHORT-TERM BOND ETF129,168167,820+38,6526,8308,8211.01%+1,990
EXXON MOBIL CORP COM34,37334,768+3954,1365,8990.68%+1,762
VANGUARD TOTAL INTERNATIONAL STOCK ETF99,366116,036+16,6707,4968,9481.03%+1,451
ISHARES CORE S&P MID-CAP ETF290,064303,556+13,49219,14420,4992.35%+1,355
CASEYS GENERAL STORES(CASY)1,2032,448+1,2456651,7820.20%+1,117
ISHARES HIGH YIELD CORPORATE BOND ETF31,04244,971+13,9292,5033,5780.41%+1,075
DEERE & CO COM(DE)14,63913,980-6596,8167,8750.90%+1,059
DELL TECHNOLOGIES INC CL C(DELL)12,50515,915+3,4101,5742,6120.30%+1,038
S&P ENERGY SECTOR ETF
ST STR ENERG ETF
44,51546,185+1,6701,9902,8290.32%+839
ISHARES CORE S&P SMALL-CAP ETF82,98786,663+3,6769,97310,7731.23%+800
APPLIED MATLS INC COM9,1259,150+252,3453,1270.36%+782
NETFLIX INC. COM(NFLX)147,698152,092+4,39413,84814,6241.68%+775
AMGEN INC COM(AMGN)22,56922,861+2927,3878,0440.92%+656
RTX CORPORATION COM(RTX)77,49776,735-76214,21314,8021.70%+589
WASTE MANAGEMENT INC(WM)46,43346,724+29110,20210,7371.23%+535
QUANTA SVCS INC COM3,8873,88701,6412,1340.24%+493
CORNING INC COM(GLW)12,35211,502-8501,0821,5640.18%+482
ISHARES INVESTMENT GRADE CORPORATE BOND ETF41,14146,013+4,8724,5335,0150.57%+482
LAM RESEARCH CORP COM NEW(LRCX)11,18011,199+191,9142,3930.27%+479
PEPSICO INC(PEP)56,17054,762-1,4088,0618,5040.97%+443
MARATHON PETE CORP COM(MPC)5,6105,385-2259121,3150.15%+403
NUVEEN ESG INTERNATIONAL EQUITY ETF
NUVEEN ESG INTL
011,000+11,00003970.05%+397
COCA COLA CO COM(KO)58,81258,997+1854,1124,4870.51%+375
S&P INDUSTRIAL SECTOR ETF
ST STR INDL ETF
48,72548,763+387,5587,8860.90%+328
ISHARES SMALL CAP VALUE ETF39,06340,049+9864,4424,7440.54%+301
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
FALLEN ANGEL HG
65,21775,090+9,8731,9152,1570.25%+241
STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF04,550+4,55002260.03%+226
COCA COLA CONSOLIDATED(COKE)01,148+1,14802200.03%+220
STRIVE U.S. ENERGY ETF
STRI US ENER ETF
05,400+5,40002130.02%+213
POPULAR INC COM NEW(BPOP)01,544+1,54402070.02%+207
OGE ENERGY CORP COM(OGE)04,300+4,30002060.02%+206
ISHARES MSCI EMERGING MARKETS ETF03,613+3,61302050.02%+205
SPDR CONVERTIBLE SECURITIES ETF
ST STR CONV ETF
19,68421,243+1,5591,7561,9440.22%+188
FEDEX CORP COM(FDX)2,7422,74207929770.11%+185
HERSHEY CO COM(HSY)5,5135,690+1771,0031,1830.14%+180
CME GROUP INC COM(CME)12,05611,728-3283,2923,4640.40%+172
NEXTERA ENERGY INC COM(NEE)12,97012,945-251,0411,2020.14%+161
TJX COS INC NEW COM(TJX)17,74617,878+1322,7262,8550.33%+129
PIMCO 0-5 YEAR HIGH YIELD CORP BOND ETF
0-5 HIGH YIELD
3,2734,690+1,4173104370.05%+127
BRISTOL-MYERS SQUIBB CO COM(BMY)28,19227,089-1,1031,5211,6430.19%+122
MCDONALDS CORP COM(MCD)45,03344,656-37713,76313,8791.59%+115
SNAP ON INC COM(SNA)1,1861,435+2494095210.06%+113
CATERPILLAR INC COM(CAT)2,8862,486-4001,6531,7610.20%+108
PFIZER INC COM(PFE)29,66229,66207398330.10%+94
STARBUCKS CORP COM(SBUX)50,88948,875-2,0144,2854,3790.50%+93
INTEL CORP COM(INTC)13,31413,194-1204915820.07%+91
UNION PAC CORP COM(UNP)4,9625,062+1001,1481,2280.14%+80
KEYSIGHT TECHNOLOGIES INC COM(KEYS)1,0051,00502042840.03%+80
ARROW ELECTRS INC COM2,3702,37002613400.04%+79
NOVARTIS AG SPONSORED ADR(NVS)4,9184,91806787510.09%+73
NORFOLK SOUTHN CORP COM(NSC)19,90220,266+3645,7465,8160.67%+70
YUM BRANDS INC COM(YUM)17,90017,850-502,7082,7750.32%+67
WALMART INC COM(WMT)5,1625,16205756420.07%+66
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)1,2801,342+623894540.05%+65
CHURCH & DWIGHT CO INC COM(CHD)17,82416,627-1,1971,4951,5520.18%+57
MOTOROLA SOLUTIONS INC COM NEW(MSI)1,1201,12004294860.06%+57
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
13,32413,575+2512,5522,6050.30%+53
NORDSON CORP COM(NDSN)2,0002,00004815320.06%+51
L3 HARRIS TECHNOLOGIES(LHX)98798702903410.04%+51
VANGUARD VALUE ETF6,8596,904+451,3101,3550.16%+45
AIR PRODUCTS AND CHEMICALS INC COM1,0231,02302532970.03%+44
TOOTSIE ROLL INDS INC COM(TR)11,23310,633-6004114540.05%+43
HONEYWELL INTL INC COM(HON)1,2231,22302392770.03%+38
GENERAL DYNAMICS CORP COM(GD)1,2011,286+854044410.05%+37
LOCKHEED MARTIN CORP COM(LMT)1,5301,281-2497407740.09%+35
COLGATE PALMOLIVE CO COM(CL)4,3554,35503443710.04%+27
CARRIER GLOBAL CORPORATION COM(CARR)9,4429,302-1404995240.06%+25
TOMPKINS FINL CORP COM(TMP)3,4553,45502512720.03%+22
MERCK & CO INC COM(MRK)8,0207,199-8218448660.10%+22
WW GRAINGER INC COM(GWW)221222+12232420.03%+19
HOWMET AEROSPACE INC COM(HWM)1,9491,812-1374004180.05%+18
SOUTHERN CO COM(SO)14,45613,240-1,2161,2611,2780.15%+17
NORTHROP GRUMMAN CORP COM(NOC)373335-382132290.03%+16
DOVER CORP COM(DOV)1,1431,14302232380.03%+15
MARRIOTT INTL INC NEW CL A(MAR)71571502222340.03%+12
ECOLAB INC COM(ECL)845875+302222330.03%+11
HCA HEALTHCARE INC COM(HCA)1,4751,47506896980.08%+9
ISHARES U.S. AEROSPACE & DEFENSE ETF7,2877,185-1021,5651,5720.18%+7
S&P 500 QUALITY ETF
S&P500 QUALITY
38,04238,046+42,8552,8610.33%+6
SHERWIN WILLIAMS CO COM(SHW)1,0071,035+283263320.04%+5
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)3,7503,75003303350.04%+5
SPDR GOLD SHARES(GLD)3,5003,234-2661,3871,3920.16%+4
ISHARES RUSSELL 1000 VALUE ETF1,0001,00002102140.02%+3
ALTRIA GROUP INC COM(MO)15,72713,739-1,9889079070.10%-0
TRAVELERS COMPANIES INC COM(TRV)3,2843,259-259539510.11%-2
SCHWAB US AGGREGATE BOND ETF14,00014,00003273250.04%-2
VANGUARD MID-CAP ETF75075002182150.02%-2
JETBLUE AIRWAYS CORP COM(JBLU)18,00018,000082800.01%-2
AUTOZONE INC COM(AZO)17517505945910.07%-2
TORONTO DOMINION BK ONT COM NEW(TD)3,5683,56803363330.04%-3
STATE STREET SPDR S&P DIVIDEND ETF
ST STR SP DIV
5,0074,748-2596976930.08%-4
CONSOLIDATED EDISON INC COM(ED)5,6464,916-7305615560.06%-4
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
3,0093,000-92832780.03%-5
STATE STR CORP COM(STT)2,1002,10002712660.03%-5
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BURNS J W & CO INC/NY — 13F Holdings — Q1 2026 | TickerTrail