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Peter N. Bunitsky

@Burns J W & Co Inc Ny

Latest period2024 - Q4ReportedManaged Assets$783.191MTotal holdings188
Assets growth rate1.81%Assets growth rate (2-Q avg)2.85%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Burns J W & Co Inc Ny's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 188 positions.

Assets under management

The assets under management (AUM) of Burns J W & Co Inc Ny over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 783.191M in assets, with a quarterly growth rate of 1.81% and a 2-quarter average growth rate of 2.85%. The portfolio is managed by Peter N. Bunitsky, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.99%
10.31%
$80.728M
322,369 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.34%
7.16%
$56.052M
132,982 shares@ $421.5 avg price
VVisa Inc
Recent Activity
Decreased -4.21%
4.56%
$35.676M
112,886 shares@ $316.04 avg price
AMZNAmazon Inc
Recent Activity
Decreased 0%
3.79%
$29.658M
135,183 shares@ $219.4 avg price
GOOGAlphabet Class C
Recent Activity
Increased 0.46%
3.42%
$26.743M
140,430 shares@ $190.44 avg price
QQQNasdaq 100 Etf
Recent Activity
Decreased -0.03%
3.04%
$23.789M
46,532 shares@ $511.23 avg price
BRK.BBerkshire Hathaway B
Recent Activity
Decreased -0.48%
2.45%
$19.121M
42,183 shares@ $453.28 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -2.37%
2.29%
$17.888M
74,622 shares@ $239.72 avg price
VIGVanguard Dividend Appreciation Etf
Recent Activity
Increased 11.07%
2.21%
$17.255M
88,110 shares@ $195.83 avg price
IJHIshares Core S&p Mid-cap Etf
Recent Activity
Increased 6.48%
2.14%
$16.737M
268,608 shares@ $62.31 avg price