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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
GOOGAlphabet Class C
Recent Activity
Increased 0.46%
3.42%
$26.743M
140,430 shares@ $190.44 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
NVDANvidia Corporation Com
Recent Activity
Increased 5.99%
2.11%
$16.512M
122,959 shares@ $134.3 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Increased 17.77%
1.98%
$15.445M
53,295 shares@ $289.82 avg price
CVXChevron Corp
Recent Activity
Increased 3.66%
1.43%
$11.184M
77,215 shares@ $144.85 avg price
VYMIVanguard International High Dividend Etf
Recent Activity
Increased 10.18%
1.43%
$11.158M
164,385 shares@ $67.88 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 3.08%
1.31%
$10.233M
17,476 shares@ $585.53 avg price
WMWaste Management Inc
Recent Activity
Increased 1.61%
1.15%
$9.006M
44,633 shares@ $201.79 avg price
TMOThermo Fisher Scientific Inc Com
Recent Activity
Increased 0.1%
0.93%
$7.238M
13,912 shares@ $520.24 avg price