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| Happy Holidays!! thanks for using AUM13F!! |
| Burns J W & Co Inc
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| CRD # | 107835 |
| SEC # | 801-13068 |
| CIK # | 0001047339 |
| AUM | $904.0 M (2025-02-10) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 315-449-1341 |
| Address | 5789 Widewaters Parkway Dewitt, NY 13214 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 65.2 | ||
| Apple Inc | 64.9 | ||
| VISA Inc | 38.4 | ||
| Amazon Com Inc | 30.0 | ||
| Alphabet Inc | 25.1 | ||
| J P Morgan Chase & Co | 23.0 | ||
| Nvidia Corp | 21.0 | ||
| Netflix Inc | 19.6 | ||
| Costco Wholesale Corp /NEW | 14.1 | ||
| Facebook Inc | 13.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 316 | 102.3 |
| (b) Individuals (high net worth individuals) | 240 | 660.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 29.2 |
| (h) Charitable organizations | 27 | 88.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 23.8 |
| (n) Other | 0 | 0.0 |
| Total | 611 | 904.0 |
| By Discretionary | ||
| Discretionary | 604 | 871.8 |
| Non-Discretionary | 7 | 32.2 |
| Total | 611 | 904.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 904.0 | |
| Total | 611 | 904.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001047339] |
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|---|---|---|
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Foresight Global Investors Inc
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NY | 0.9 |
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PA | 0.9 |
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FL | 0.9 |
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Elk River Wealth Management LLC
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CO | 0.9 |
|
Glass Jacobson Investment Advisors LLC
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|
MD | 0.9 |
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Acansa Investment Management Group LLC
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VA | 0.9 |