Universe · entity
BURNS J W & CO INC/NY
Institutional manager (13F) · CIK 1047339
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $733M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $77M | 302,244 |
| 2 | MICROSOFT CORP | $45M | 120,322 |
| 3 | ALPHABET CLASS C | $39M | 136,619 |
| 4 | VISA INC | $31M | 104,138 |
| 5 | VANGUARD INTERNATIONAL DIVIDEND ETF | $31M | 333,846 |
| 6 | VANGUARD TOTAL STOCK MARKET ETF | $31M | 97,060 |
| 7 | AMAZON INC | $29M | 139,877 |
| 8 | NASDAQ 100 ETF | $26M | 45,080 |
| 9 | NVIDIA CORPORATION COM | $24M | 137,856 |
| 10 | JPMORGAN CHASE & CO COM | $23M | 79,158 |
| 11 | VANGUARD DIVIDEND APPRECIATION ETF | $23M | 105,378 |
| 12 | ISHARES CORE S&P MID-CAP ETF | $20M | 303,556 |
| 13 | BERKSHIRE HATHAWAY B | $20M | 41,715 |
| 14 | RTX CORPORATION COM | $15M | 76,735 |
| 15 | NETFLIX INC. COM | $15M | 152,092 |
| 16 | COSTCO WHOLESALE | $14M | 14,496 |
| 17 | CHEVRON CORP | $14M | 67,323 |
| 18 | MCDONALDS CORP COM | $14M | 44,656 |
| 19 | JOHNSON & JOHNSON COM | $13M | 54,204 |
| 20 | MORGAN STANLEY COM NEW | $11M | 65,968 |
| 21 | META PLATFORMS INC CL A | $11M | 18,868 |
| 22 | ISHARES CORE S&P SMALL-CAP ETF | $11M | 86,663 |
| 23 | WASTE MANAGEMENT INC | $11M | 46,724 |
| 24 | VANGUARD HIGH DIVIDEND ETF | $11M | 71,472 |
| 25 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $9M | 116,036 |
| 26 | ISHARES SHORT-TERM BOND ETF | $9M | 167,820 |
| 27 | STRYKER CORPORATION COM | $9M | 26,437 |
| 28 | PEPSICO INC | $9M | 54,762 |
| 29 | SPDR S&P 500 ETF | $8M | 12,463 |
| 30 | AMGEN INC COM | $8M | 22,861 |
| 31 | S&P INDUSTRIAL SECTOR ETF | $8M | 48,763 |
| 32 | DEERE & CO COM | $8M | 13,980 |
| 33 | INTUITIVE SURGICAL INC COM NEW | $8M | 17,079 |
| 34 | PROCTER & GAMBLE CO COM | $8M | 52,727 |
| 35 | DANAHER CORP DEL COM | $8M | 40,051 |
| 36 | ABBVIE INC | $7M | 33,921 |
| 37 | S&P TECHNOLOGY SECTOR ETF | $7M | 53,959 |
| 38 | ALPHABET CLASS A | $6M | 21,623 |
| 39 | EXXON MOBIL CORP COM | $6M | 34,768 |
| 40 | NORFOLK SOUTHN CORP COM | $6M | 20,266 |
| 41 | PALO ALTO NETWORKS INC COM | $6M | 35,062 |
| 42 | ISHARES GOLD ETF | $6M | 63,361 |
| 43 | S&P FINANCIAL SECTOR ETF | $5M | 111,128 |
| 44 | THERMO FISHER SCIENTIFIC INC COM | $5M | 10,905 |
| 45 | LOWES COS INC COM | $5M | 22,301 |
| 46 | BROADCOM INC COM | $5M | 16,921 |
| 47 | ISHARES INVESTMENT GRADE CORPORATE BOND ETF | $5M | 46,013 |
| 48 | HOME DEPOT INC COM | $5M | 14,865 |
| 49 | ISHARES SMALL CAP VALUE ETF | $5M | 40,049 |
| 50 | COCA COLA CO COM | $4M | 58,997 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.