Fund HoldingsBURNS J W & CO INC/NY

Total Portfolio Value
$783.19M
Total Bought
$28.32M
Total Sold
$47.59M
Net Transaction
-$19.27M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
AMAZON INC(AMZN)0135,183+135,183029,6583.79%+29,658
ALPHABET CLASS C(GOOG)0140,430+140,430026,7433.41%+26,743
APPLE INC(AAPL)332,334322,369-9,96577,43480,72810.31%+3,294
VISA INC(V)0112,886+112,886035,6764.56%+35,676
NETFLIX INC COM(NFLX)15,09515,064-3110,70613,4271.71%+2,720
VANGUARD TOTAL STOCK MARKET ETF45,25753,295+8,03812,81515,4451.97%+2,630
NVIDIA CORPORATION COM(NVDA)116,013122,959+6,94614,07716,5122.11%+2,436
JPMORGAN CHASE & CO. COM(JPM)76,43774,622-1,81516,11817,8882.28%+1,770
VANGUARD DIVIDEND APPRECIATION ETF79,33288,110+8,77815,71317,2552.20%+1,542
MORGAN STANLEY COM NEW(MS)71,10369,537-1,5667,4128,7421.12%+1,330
BOEING CO COM(BA)011,932+11,93202,1120.27%+2,112
DELL TECHNOLOGIES INC CL C(DELL)011,035+11,03501,2720.16%+1,272
NASDAQ 100 ETF46,55046,532-1822,72023,7893.04%+1,069
PALO ALTO NETWORKS INC COM(PANW)13,69531,428+17,7334,6815,7190.73%+1,038
ISHARES CORE S&P MID-CAP ETF252,265268,608+16,34315,72116,7372.14%+1,016
ISHARES SHORT-TERM BOND ETF52,36772,582+20,2152,7583,7520.48%+995
ISHARES CORE S&P SMALL-CAP ETF46,93056,123+9,1935,4896,4670.83%+978
BROADCOM INC COM(AVGO)6,9909,180+2,1901,2062,1280.27%+923
LAM RESEARCH CORP COM NEW(LRCX)011,280+11,28008150.10%+815
PALANTIR TECHNOLOGIES INC CL A(PLTR)6,81213,875+7,0632531,0490.13%+796
ISHARES INVESTMENT GRADE CORPORATE BOND ETF28,86236,752+7,8903,2613,9270.50%+666
META PLATFORMS INC CL A(META)16,95517,476+5219,70610,2331.31%+527
SALESFORCE INC COM(CRM)08,995+8,99503,0070.38%+3,007
TESLA INC COM(TSLA)3,4733,461-129091,3980.18%+489
INTUITIVE SURGICAL INC COM NEW9,82710,090+2634,8285,2670.67%+439
CHIPOTLE MEXICAN GRILL INC COM(CMG)8,82015,470+6,6505089330.12%+425
ALPHABET CLASS A(GOOG)022,141+22,14104,1910.54%+4,191
COSTCO WHOLESALE(COST)14,22914,176-5312,61412,9891.66%+375
CALAMOS CONV & HIGH INCOME FD COM SHS
COM SHS
220,918247,096+26,1782,6363,0000.38%+364
S&P FINANCIAL SECTOR ETF
ST STR FINL ETF
124,815124,425-3905,6576,0130.77%+357
DISCOVER FINL SVCS COM9,4219,42101,3221,6320.21%+310
AIR PRODS & CHEMS INC COM01,023+1,02302970.04%+297
ISHARES HIGH YIELD CORPORATE BOND ETF011,058+11,05808700.11%+870
PAYCHEX INC COM(PAYX)56,94756,368-5797,6427,9041.01%+262
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
FALLEN ANGEL HG
51,99062,385+10,3951,5291,7890.23%+260
ARISTA NETWORKS INC COM SHS(ANET)02,300+2,30002540.03%+254
CHEVRON CORP(CVX)077,215+77,215011,1841.43%+11,184
HOWMET AEROSPACE INC COM(HWM)01,900+1,90002080.03%+208
VANGUARD INTERNATIONAL HIGH DIVIDEND ETF149,210164,385+15,17510,95511,1581.42%+203
VANGUARD HIGH DIVIDEND ETF30,42231,662+1,2403,9004,0400.52%+140
AUTODESK INC COM5,8975,904+71,6251,7450.22%+121
BRISTOL-MYERS SQUIBB CO COM(BMY)33,46432,738-7261,7311,8520.24%+120
CME GROUP INC COM(CME)012,827+12,82702,9790.38%+2,979
ISHARES RUSSELL 1000 GROWTH ETF04,297+4,29701,7260.22%+1,726
WALT DISNEY CO(DIS)032,606+32,60603,6310.46%+3,631
VANGUARD S&P 500 ETF01,786+1,78609620.12%+962
GROUP 1 AUTOMOTIVE INC COM(GPI)1,9001,90007288010.10%+73
QUANTA SVCS INC COM3,8603,86001,1511,2200.16%+69
BLACKSTONE INC COM(BX)03,325+3,32505730.07%+573
BLACKROCK INC COM(BLK)84084007988610.11%+64
SNAP ON INC COM(SNA)01,185+1,18504020.05%+402
TJX COS INC NEW COM(TJX)18,98218,944-382,2312,2890.29%+57
AUTOMATIC DATA PROCESSING INC COM3,5613,56109851,0420.13%+57
S&P CONSUMER DISCRETIONARY SECTOR ETF
ST STR DISCR ETF
02,913+2,91306540.08%+654
ISHARES S&P 500 GROWTH ETF09,362+9,36209510.12%+951
CISCO SYS INC COM(CSCO)010,775+10,77506380.08%+638
BOOKING HOLDINGS INC COM(BKNG)053+5302630.03%+263
SHOPIFY INC CL A(SHOP)02,850+2,85003030.04%+303
TOMPKINS FINL CORP COM(TMP)04,173+4,17302830.04%+283
M & T BK CORP COM(MTB)5,4395,364-759691,0080.13%+40
CASEYS GENERAL STORES(CASY)1,1391,179+404284670.06%+39
WALMART INC COM(WMT)5,1555,025-1304164540.06%+38
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
ST STR SP500FF
09,925+9,92504780.06%+478
BANK OF AMERICA CORP013,150+13,15005780.07%+578
AMERICAN EXPRESS CO COM(AXP)01,350+1,35004010.05%+401
MASTERCARD INCORPORATED CL A(MA)0995+99505240.07%+524
SPDR S&P 500 ETF(SPY)11,25311,068-1856,4576,4870.83%+30
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)1,2001,20002082370.03%+29
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
ST STR CONV ETF
019,915+19,91501,5510.20%+1,551
MARRIOTT INTL INC NEW CL A(MAR)0835+83502330.03%+233
HONEYWELL INTL INC COM(HON)01,308+1,30802960.04%+296
JETBLUE AWYS CORP COM(JBLU)018,000+18,00001410.02%+141
STATE STR CORP COM(STT)2,4002,40002122360.03%+23
PDS BIOTECHNOLOGY CORP COM010,300+10,3000170.00%+17
TRAVELERS COMPANIES INC COM(TRV)3,4523,422-308088240.11%+16
ISHARES RUSSELL 3000 ETF02,085+2,08506970.09%+697
TOOTSIE ROLL INDS INC COM(TR)011,442+11,44203700.05%+370
VANGUARD GROWTH ETF0549+54902250.03%+225
MOTOROLA SOLUTIONS INC COM NEW(MSI)1,1201,12005045180.07%+14
COMMUNITY FINANCIAL SYSTEM INC COM(CBU)04,242+4,24202620.03%+262
SPDR GOLD SHARES(GLD)3,0463,105+597407520.10%+11
AUTOZONE INC COM(AZO)0180+18005760.07%+576
ISHARES CORE S&P 500 ETF0760+76004470.06%+447
S&P TECHNOLOGY SECTOR ETF
ST STR TECHN ETF
26,35725,626-7315,9505,9590.76%+8
DUKE ENERGY CORP NEW COM NEW(DUK)03,357+3,35703620.05%+362
GRAINGER W W INC COM(GWW)221222+12302340.03%+4
ORACLE CORP COM(ORCL)01,670+1,67002780.04%+278
EATON CORP PLC SHS(ETN)0852+85202830.04%+283
ISHARES GOLD TRUST(IAU)21,92821,983+551,0901,0880.14%-1
PIMCO INCOME STRATEGY FD II COM015,598+15,59801160.01%+116
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)03,750+3,75002920.04%+292
CORNING INC COM(GLW)13,26012,468-7925995920.08%-6
DOVER CORP COM(DOV)1,5731,57303022950.04%-7
AMPHENOL CORP NEW CL A011,535+11,53508010.10%+801
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
03,000+3,00002660.03%+266
MSCI 400 SOCIAL RESPONSIBLE ETF02,924+2,92403220.04%+322
INTERNATIONAL BUSINESS MACHS COM(IBM)3,0713,046-256796700.09%-9
VANGUARD TOTAL BOND ETF33,17534,517+1,3422,4922,4820.32%-10
3M CO COM(MMM)1,9251,92502632480.03%-15
SCHWAB US AGGREGATE BOND ETF014,000+14,00003180.04%+318
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