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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
IJRIshares Core S&p Small-cap Etf
Recent Activity
Increased 19.59%
0.83%
$6.467M
56,123 shares@ $115.23 avg price
AMGNAmgen Inc Com
Recent Activity
Increased 0.53%
0.75%
$5.825M
22,349 shares@ $260.65 avg price
PANWPalo Alto Networks Inc Com
Recent Activity
Increased 129.49%
0.74%
$5.719M
31,428 shares@ $181.97 avg price
ISRGIntuitive Surgical Inc Com New
Recent Activity
Increased 2.68%
0.68%
$5.267M
10,090 shares@ $521.96 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 0.65%
0.53%
$4.109M
38,194 shares@ $107.58 avg price
VYMVanguard High Dividend Etf
Recent Activity
Increased 4.08%
0.52%
$4.04M
31,662 shares@ $127.59 avg price
LQDIshares Investment Grade Corporate Bond Etf
Recent Activity
Increased 27.34%
0.51%
$3.927M
36,752 shares@ $106.85 avg price
IGSBIshares Short-term Bond Etf
Recent Activity
Increased 38.61%
0.48%
$3.752M
72,582 shares@ $51.7 avg price
VXUSVanguard Total International Stock Etf
Recent Activity
Increased 4.85%
0.41%
$3.135M
53,195 shares@ $58.93 avg price
XCHYXCalamos Conv & High Income Fd Com Shs
Recent Activity
Increased 11.85%
0.39%
$3M
247,096 shares@ $12.14 avg price