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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
BNDVanguard Total Bond Etf
Recent Activity
Increased 4.05%
0.32%
$2.482M
34,517 shares@ $71.91 avg price
AMATApplied Matls Inc Com
Recent Activity
Increased 0.12%
0.28%
$2.15M
13,218 shares@ $162.63 avg price
AVGOBroadcom Inc Com
Recent Activity
Increased 31.34%
0.28%
$2.128M
9,180 shares@ $231.84 avg price
BABoeing Co Com
Recent Activity
Increased 131.47%
0.27%
$2.112M
11,932 shares@ $177.0 avg price
ANGLVaneck Fallen Angel High Yield Bond Etf
Recent Activity
Increased 20%
0.23%
$1.789M
62,385 shares@ $28.67 avg price
ADSKAutodesk Inc Com
Recent Activity
Increased 0.12%
0.23%
$1.745M
5,904 shares@ $295.57 avg price
CWBSpdr Bloomberg Convertible Securities Etf
Recent Activity
Increased 0.18%
0.2%
$1.551M
19,915 shares@ $77.9 avg price
NEENextera Energy Inc Com
Recent Activity
Increased 2.85%
0.19%
$1.452M
20,255 shares@ $71.69 avg price
IAUIshares Gold Trust
Recent Activity
Increased 0.26%
0.14%
$1.088M
21,983 shares@ $49.51 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
Increased 103.69%
0.14%
$1.049M
13,875 shares@ $75.64 avg price