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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
NVDANvidia Corporation Com
Recent Activity
Increased 5.99%
2.11%
$16.512M
122,959 shares@ $134.3 avg price
PEPPepsico Inc
Recent Activity
Decreased -0.19%
2.04%
$15.921M
104,705 shares@ $152.07 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Increased 17.77%
1.98%
$15.445M
53,295 shares@ $289.82 avg price
NFLXNetflix Inc Com
Recent Activity
Decreased -0.2%
1.72%
$13.427M
15,064 shares@ $891.32 avg price
MCDMcdonalds Corp Com
Recent Activity
Decreased -1.86%
1.69%
$13.167M
45,420 shares@ $289.89 avg price
COSTCostco Wholesale
Recent Activity
Decreased -0.37%
1.66%
$12.989M
14,176 shares@ $916.26 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
PGProcter And Gamble Co Com
Recent Activity
Decreased -1.29%
1.28%
$10.013M
59,726 shares@ $167.66 avg price