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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
DEDeere & Co Com
Recent Activity
Decreased -2.69%
0.91%
$7.065M
16,675 shares@ $423.69 avg price
XLIS&p Industrial Sector Etf
Recent Activity
Decreased -3.05%
0.87%
$6.738M
51,142 shares@ $131.76 avg price
SPYSpdr S&p 500 Etf
Recent Activity
Decreased -1.64%
0.83%
$6.487M
11,068 shares@ $586.08 avg price
LOWLowes Cos Inc Com
Recent Activity
Decreased -0.27%
0.83%
$6.424M
26,030 shares@ $246.8 avg price
XLFS&p Financial Sector Etf
Recent Activity
Decreased -0.31%
0.77%
$6.013M
124,425 shares@ $48.34 avg price
XLKS&p Technology Sector Etf
Recent Activity
Decreased -2.77%
0.77%
$5.959M
25,626 shares@ $232.53 avg price
SBUXStarbucks Corp Com
Recent Activity
Decreased -7.53%
0.76%
$5.894M
64,589 shares@ $91.25 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -1.81%
0.75%
$5.798M
14,904 shares@ $389.0 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.32%
0.74%
$5.765M
32,441 shares@ $177.7 avg price
NSCNorfolk Southn Corp Com
Recent Activity
Decreased -6.35%
0.69%
$5.35M
22,794 shares@ $234.7 avg price