Burns J W & CO Inc Purchases in Q4 2025

Burns J W & CO Inc

  • $893 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
26.3K
+ 98.3%
$278.39 - $304.13 $7.33M - $8.01M
53.1K $15.3M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
20K
+ 6.98%
$82.92 - $88.2 $1.66M - $1.76M
306K $26.8M
AMZN
Amazon Com Inc

Consumer Cyclical
179
+ 0.13%
$213.04 - $254.0 $38.1K - $45.5K
138K $32.3M
XLE
Energy Sector Spdr

ETFs
21.6K
+ 94.07%
$85.22 - $92.02 $1.84M - $1.99M
44.5K $4.1M
ISRG
Intuitive Surgical Inc

Healthcare
215
+ 1.27%
$429.59 - $576.2 $92.4K - $124K
17.2K $9.38M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
31.9K
+ 32.73%
$52.76 - $53.18 $1.68M - $1.69M
129K $6.82M
LLY
Eli Lilly & CO

Healthcare
11
+ 0.25%
$799.57 - $1025.28 $8.8K - $11.3K
4.4K $4.5M
DHR
Danaher Corp

Healthcare
538
+ 1.39%
$202.46 - $223.01 $109K - $120K
39.3K $8.67M
VTI
Vanguard Total Stock Market Et

ETFs
1.46K
+ 1.57%
$321.8 - $337.95 $469K - $493K
94.1K $31M
XLY
Select Sector Spdr Consumer Di

ETFs
2.73K
+ 100.0%
$228.75 - $242.18 $624K - $660K
5.45K $1.26M
IAU
Ishares Gold Trust

ETFs
4.33K
+ 11.89%
$72.65 - $82.5 $315K - $357K
40.8K $3.14M
AVGO
Broadcom Inc.

Technology
768
+ 4.62%
$324.63 - $385.98 $249K - $296K
17.4K $5.96M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.02K
+ 4.22%
$72.17 - $75.74 $290K - $304K
99.4K $7.45M
VIG
Vanguard Dividend Appreciation

ETFs
2.07K
+ 2.04%
N/A
103K $18.8M
KO
Coca Cola CO

Consumer Defensive
776
+ 1.34%
$66.1 - $71.61 $51.3K - $55.6K
58.8K $4.16M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.25K
+ 77.59%
$123.63 - $130.75 $278K - $294K
5.15K $652K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31
+ 0.07%
$475.68 - $513.11 $14.7K - $15.9K
42K $21.4M
BSX
Boston Scientific Corp

Healthcare
2.61K
New
$94.95 - $104.98 $248K - $274K
2.61K $268K
CAT
Caterpillar Inc

Industrials
31
+ 1.09%
$480.82 - $585.49 $14.9K - $18.2K
2.89K $1.59M
AMAT
Applied Materials Inc

Technology
7
+ 0.08%
$209.95 - $240.89 $1.47K - $1.69K
9.13K $2.09M
GE
General Electric CO

Industrials
725
New
$291.49 - $314.28 $211K - $228K
725 $217K
MAR
Marriott International Inc

Consumer Cyclical
715
New
$259.04 - $291.9 $185K - $209K
715 $204K
STX
Seagate Technology Holdings PLC

Technology
786
New
$211.63 - $293.99 $166K - $231K
786 $202K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
355
New
$506.07 - $566.91 $180K - $201K
355 $187K
XOM
Exxon Mobil Corp

Energy
111
+ 0.32%
$110.64 - $119.78 $12.3K - $13.3K
34.4K $4.05M
KEYS
Keysight Technologies, Inc.

Technology
1.01K
New
$159.49 - $186.18 $160K - $187K
1.01K $179K
NEE
Nextera Energy Inc

Utilities
13
+ 0.1%
$78.18 - $86.03 $1.02K - $1.12K
13K $1.11M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.65K
+ 4.18%
$110.25 - $112.92 $182K - $186K
41.1K $4.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
166
+ 9.25%
$600.51 - $631.95 $99.7K - $105K
1.96K $1.21M
GLD
Spdr Gold Trust

ETFs
25
+ 0.72%
$354.79 - $403.15 $8.87K - $10.1K
3.5K $1.32M
PWR
Quanta Services, Inc.

Industrials
27
+ 0.7%
$412.21 - $453.83 $11.1K - $12.3K
3.89K $1.67M
SHW
Sherwin Williams CO

Basic Materials
218
+ 27.63%
$330.74 - $354.45 $72.1K - $77.3K
1.01K $334K
MCD
Mcdonalds Corp

Consumer Cyclical
23
+ 0.05%
$293.81 - $310.11 $6.76K - $7.13K
45K $13.7M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
624
+ 1.67%
$72.21 - $75.0 $45.1K - $46.8K
38K $2.79M
IVW
Ishares S&P 500 Growth ETF

ETFs
409
+ 4.55%
$118.29 - $126.28 $48.4K - $51.6K
9.39K $1.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
66
+ 0.52%
$653.02 - $687.39 $43.1K - $45.4K
12.8K $8.51M
IVV
Ishares Core S&P 500 ETF

ETFs
41
+ 5.39%
$656.2 - $690.71 $26.9K - $28.3K
801 $540K
HWM
Howmet Aerospace Inc.

Industrials
49
+ 2.58%
$184.09 - $209.74 $9.02K - $10.3K
1.95K $396K
AXP
American Express CO

Financial Services
29
+ 2.12%
$316.26 - $372.77 $9.17K - $10.8K
1.4K $477K
NVDA
Nvidia Corp

Technology
85
+ 0.06%
$179.83 - $207.04 $15.3K - $17.6K
135K $25.3M
VGT
Vanguard Information Technolog

ETFs
12
+ 3.97%
$736.33 - $801.52 $8.84K - $9.62K
314 $237K
QCOM
Qualcomm Inc

Technology
66
+ 2.07%
$153.59 - $187.68 $10.1K - $12.4K
3.25K $542K
GD
General Dynamics Corp

Industrials
20
+ 1.69%
$330.59 - $353.77 $6.61K - $7.08K
1.2K $413K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
158
+ 5.07%
$94.22 - $95.83 $14.9K - $15.1K
3.27K $309K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
30
+ 2.4%
$280.66 - $305.09 $8.42K - $9.15K
1.28K $360K
WMT
Walmart Inc.

Consumer Defensive
58
+ 1.14%
$101.18 - $109.03 $5.87K - $6.32K
5.16K $531K
TMP
Tompkins Financial Corp

Financial Services
22
+ 0.64%
$62.08 - $68.21 $1.37K - $1.5K
3.46K $232K
Arista Networks Inc Com Shs
169
+ 6.38%
N/A
2.82K $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9
+ 0.3%
$92.34 - $95.43 $831 - $859
3.01K $283K
Activity Summary
Buys All Purchases 72 New Holdings 6 Increased Positions 66 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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