Fund HoldingsBURNS J W & CO INC/NY

Total Portfolio Value
$903.32M
Total Bought
$27.98M
Total Sold
$41.98M
Net Transaction
-$14.01M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET CLASS C(GOOG)140,713139,445-1,26834,27143,7584.84%+9,487
APPLE INC(AAPL)310,198307,683-2,51578,98683,6479.26%+4,661
VANGUARD INTERNATIONAL DIVIDEND ETF286,227306,217+19,99024,23827,5603.05%+3,322
INTUITIVE SURGICAL INC COM NEW017,160+17,16009,7191.08%+9,719
ISHARES SHORT-TERM BOND ETF97,315129,168+31,8535,1616,8300.76%+1,670
AMAZON INC(AMZN)137,468137,647+17930,18431,7723.52%+1,588
ALPHABET CLASS A(GOOG)22,19422,097-975,3956,9160.77%+1,521
ELI LILLY & CO COM(LLY)4,3904,401+113,3504,7300.52%+1,380
DANAHER CORPORATION COM(DHR)039,317+39,31709,0011.00%+9,001
RTX CORPORATION COM(RTX)78,05177,497-55413,06014,2131.57%+1,153
VANGUARD TOTAL STOCK MARKET ETF92,64094,098+1,45830,40231,5483.49%+1,146
MORGAN STANLEY COM NEW(MS)67,11066,427-68310,66811,7931.31%+1,125
JOHNSON & JOHNSON COM(JNJ)54,48854,136-35210,10311,2031.24%+1,100
THERMO FISHER SCIENTIFIC INC COM(TMO)10,72410,688-365,2016,1930.69%+992
AMGEN INC COM(AMGN)22,78222,569-2136,4297,3870.82%+958
VANGUARD DIVIDEND APPRECIATION ETF101,149103,214+2,06521,82722,6842.51%+857
VISA INC(V)0107,119+107,119037,5684.16%+37,568
ISHARES GOLD ETF(IAU)36,44340,775+4,3322,6523,3100.37%+658
BROADCOM INC COM(AVGO)16,62817,396+7685,4866,0210.67%+535
ISHARES HIGH YIELD CORPORATE BOND ETF24,43731,042+6,6051,9842,5030.28%+519
VANGUARD TOTAL INTERNATIONAL STOCK ETF95,34699,366+4,0207,0047,4960.83%+492
APPLIED MATLS INC COM9,1189,125+71,8672,3450.26%+478
JPMORGAN CHASE & CO. COM(JPM)79,52479,197-32725,08425,5192.83%+435
ISHARES CORE S&P MID-CAP ETF286,895290,064+3,16918,72319,1442.12%+421
LAM RESEARCH CORP COM NEW(LRCX)11,18011,18001,4971,9140.21%+417
MSCI 400 SOCIAL RESPONSIBLE ETF2,9005,150+2,2503656630.07%+298
CATERPILLAR INC COM(CAT)2,8552,886+311,3621,6530.18%+291
ISHARES BIOTECHNOLOGY ETF011,964+11,96402,0190.22%+2,019
NASDAQ 100 ETF46,54445,959-58527,94428,2333.13%+289
CAPITAL ONE FINL CORP COM(COF)09,600+9,60002,3270.26%+2,327
EXXON MOBIL CORP COM034,373+34,37304,1360.46%+4,136
COCA COLA CO COM(KO)058,812+58,81204,1120.46%+4,112
ISHARES CORE S&P SMALL-CAP ETF81,72482,987+1,2639,7119,9731.10%+262
BOSTON SCIENTIFIC CORP COM(BSX)02,610+2,61002490.03%+249
SPDR S&P 500 ETF(SPY)12,71512,781+668,4708,7160.96%+245
GE AEROSPACE COM NEW(GE)0725+72502230.02%+223
MARRIOTT INTL INC NEW CL A(MAR)0715+71502220.02%+222
SEAGATE TECHNOLOGY
ORD SHS
0786+78602160.02%+216
ULTA BEAUTY INC COM(ULTA)0355+35502150.02%+215
KEYSIGHT TECHNOLOGIES INC COM(KEYS)01,005+1,00502040.02%+204
BRISTOL-MYERS SQUIBB CO COM(BMY)028,192+28,19201,5210.17%+1,521
MERCK & CO INC COM(MRK)8,2058,020-1856898440.09%+156
SPDR GOLD SHARES(GLD)3,4753,500+251,2351,3870.15%+152
TJX COS INC NEW COM(TJX)17,85317,746-1072,5802,7260.30%+145
ISHARES INVESTMENT GRADE CORPORATE BOND ETF39,49041,141+1,6514,4024,5330.50%+131
VANGUARD S&P 500 ETF1,7951,961+1661,0991,2300.14%+131
WASTE MANAGEMENT INC(WM)046,433+46,433010,2021.13%+10,202
FEDEX CORP COM(FDX)02,742+2,74207920.09%+792
S&P 500 QUALITY ETF
S&P500 QUALITY
37,41838,042+6242,7422,8550.32%+113
AMPHENOL CORP NEW CL A9,9609,845-1151,2331,3300.15%+98
S&P TECHNOLOGY SECTOR ETF
ST STR TECHN ETF
26,78453,113+26,3297,5497,6470.85%+97
CISCO SYS INC COM(CSCO)010,275+10,27507910.09%+791
MCDONALDS CORP COM(MCD)45,01045,033+2313,67813,7631.52%+85
S&P FINANCIAL SECTOR ETF
ST STR FINL ETF
114,468113,984-4846,1666,2430.69%+77
ISHARES S&P 500 GROWTH ETF8,9809,389+4091,0841,1570.13%+73
CORNING INC COM(GLW)12,40212,352-501,0171,0820.12%+64
NEXTERA ENERGY INC COM(NEE)12,95712,970+139781,0410.12%+63
AMERICAN EXPRESS CO COM(AXP)01,400+1,40005180.06%+518
HCA HEALTHCARE INC COM(HCA)1,4751,47506296890.08%+60
SHERWIN WILLIAMS CO COM(SHW)01,007+1,00703260.04%+326
WALMART INC COM(WMT)5,1045,162+585265750.06%+49
TORONTO DOMINION BK ONT COM NEW(TD)03,568+3,56803360.04%+336
INTERNATIONAL BUSINESS MACHS COM(IBM)03,073+3,07309100.10%+910
QUANTA SVCS INC COM3,8603,887+271,6001,6410.18%+41
ISHARES CORE S&P 500 ETF760801+415085480.06%+40
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)1,2501,280+303493890.04%+40
ISHARES U.S. AEROSPACE & DEFENSE ETF7,2977,287-101,5271,5650.17%+37
SHOPIFY INC CL A SUB VTG SHS(SHOP)2,8502,85004244590.05%+35
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
13,28113,324+432,5192,5520.28%+33
S&P HEALTHCARE SECTOR ETF
ST STR CARE ETF
02,754+2,75404260.05%+426
NORDSON CORP COM(NDSN)2,0002,00004544810.05%+27
HOWMET AEROSPACE INC COM(HWM)01,949+1,94904000.04%+400
BOEING CO COM(BA)12,15212,202+502,6232,6490.29%+27
QUALCOMM INC COM(QCOM)3,1873,253+665305560.06%+26
STATE STR CORP COM(STT)02,100+2,10002710.03%+271
TOMPKINS FINL CORP COM(TMP)03,455+3,45502510.03%+251
TRAVELERS COMPANIES INC COM(TRV)3,3293,284-459309530.11%+23
M & T BK CORP COM(MTB)05,141+5,14101,0360.11%+1,036
ISHARES U.S. TECHNOLOGY ETF4,6204,62009059230.10%+18
ISHARES RUSSELL 3000 ETF2,0852,08507908070.09%+16
INTEL CORP COM(INTC)013,314+13,31404910.05%+491
STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
ST STR SP500FF
10,60010,60005815960.07%+14
DOVER CORP COM(DOV)01,143+1,14302230.02%+223
BOOKING HOLDINGS INC COM(BKNG)055+5502950.03%+295
PIMCO 0-5 YEAR HIGH YIELD CORP BOND ETF
0-5 HIGH YIELD
03,273+3,27303100.03%+310
BERKSHIRE HATHAWAY B41,94641,977+3121,08821,0992.34%+12
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
302314+122252370.03%+11
3M CO COM(MMM)01,925+1,92503080.03%+308
BANK OF AMERICA CORP09,174+9,17405050.06%+505
NOVARTIS AG SPONSORED ADR(NVS)04,918+4,91806780.08%+678
UNITEDHEALTH GROUP INC COM(UNH)01,362+1,36204500.05%+450
ISHARES RUSSELL 1000 VALUE ETF1,0001,00002042100.02%+7
VANGUARD GROWTH ETF75675603633690.04%+6
ISHARES RUSSELL 1000 GROWTH ETF4,1214,091-301,9301,9360.21%+6
NVIDIA CORPORATION COM(NVDA)135,383135,468+8525,26025,2652.80%+5
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)03,750+3,75003300.04%+330
MASTERCARD INCORPORATED CL A(MA)0974+97405560.06%+556
GENERAL DYNAMICS CORP COM(GD)1,1811,201+204034040.04%+2
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
FALLEN ANGEL HG
065,217+65,21701,9150.21%+1,915
SCHWAB US AGGREGATE BOND ETF014,000+14,00003270.04%+327
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