BURNS J W & CO INC/NY
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1047339
Institutional-grade research for retail investors
13F Reported Value
ⓘ$959.5M
Holdings
189
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BURNS J W & CO INC/NY disclosed 189 positions worth $959.5M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 9.0% of the equity portfolio, followed by $GOOGL and $MSFT. During the quarter the fund opened 12 new positions and exited 6 — including a new stake in $MU and a full exit from $ZTS. The portfolio is most concentrated in Technology (29.8% of disclosed assets). All figures are sourced directly from BURNS J W & CO INC/NY’s Form 13F-HR filing with the SEC under CIK 1047339.
AI Fund Analysis
Concentrating
$AAPL9.0% weight
Held 10 quarters
$GOOG4.9% weight
Held 10 quarters
$MSFT4.6% weight
Held 10 quarters
VANGUARD TOTAL STOCK MARKE
3.9% weight
Held 10 quarters
$V3.7% weight
Held 10 quarters
VANGUARD TOTAL STOCK MARKE
9 quarters accumulating
$NVDA9 quarters accumulating
VANGUARD DIVIDEND APPRECIA
9 quarters accumulating
ISHARES CORE S&P MID-CAP E
9 quarters accumulating
ISHARES CORE S&P SMALL-CAP
9 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$86.4M298,613 sh - 80.2#45
Quality
$47.4M134,085 sh - 83.7#15
Quality
$44.3M118,654 sh VANGUARD TOTAL STOCK MARKET ETF - ETF
—Quality
$37.5M101,396 sh- 83.5
Quality
$35.4M103,140 sh - 74.6
Quality
$33.2M139,338 sh - —
Quality
$33.0M44,862 sh VANGUARD INTERNATIONAL DIVIDEND ETF - ETF
—Quality
$32.9M334,655 sh- 90.2
Quality
$29.0M145,017 sh - 35.6
Quality
$25.4M77,579 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $86.4M | 298,613 |
 Alphabet Inc.$GOOGL | 80.2#45 | $47.4M | 134,085 |
| MICROSOFT CORP$MSFT | 83.7#15 | $44.3M | 118,654 |
| VANGUARD TOTAL STOCK MARKET ETF - ETF | — | $37.5M | 101,396 |
| VISA INC.$V | 83.5 | $35.4M | 103,140 |
 AMAZON COM INC$AMZN | 74.6 | $33.2M | 139,338 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $33.0M | 44,862 |
| VANGUARD INTERNATIONAL DIVIDEND ETF - ETF | — | $32.9M | 334,655 |
| NVIDIA CORP$NVDA | 90.2 | $29.0M | 145,017 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $25.4M | 77,579 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BURNS J W & CO INC/NY's 189 positions.
Showing top 10 of 189 holdings.
Sector Allocation
Technology
$286.0M
Other
$276.7M
Financials
$118.9M
Consumer Discretionary
$84.2M
Healthcare
$58.1M
Industrials
$56.5M
Consumer Staples
$26.8M
Energy
$17.1M
Full Holdings — BURNS J W & CO INC/NY (Q2 2026)
All 189 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $86.4M | 9.0% | -1% | 76.1 |
| 2 | $GOOGL | Alphabet Inc. | $47.4M | 4.9% | -2% | 80.2 |
| 3 | $MSFT | MICROSOFT CORP | $44.3M | 4.6% | -1% | 83.7 |
| 4 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $37.5M | 3.9% | +4% | — |
| 5 | $V | VISA INC. | $35.4M | 3.7% | -1% | 83.5 |
| 6 | $AMZN | AMAZON COM INC | $33.2M | 3.5% | -0% | 74.6 |
| 7 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $33.0M | 3.4% | -0% | — |
| 8 | — | VANGUARD INTERNATIONAL DIVIDEND ETF - ETF | $32.9M | 3.4% | +0% | — |
| 9 | $NVDA | NVIDIA CORP | $29.0M | 3.0% | +5% | 90.2 |
| 10 | $JPM | JPMORGAN CHASE & CO | $25.4M | 2.6% | -2% | 35.6 |
| 11 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $25.3M | 2.6% | +1% | — |
| 12 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $23.5M | 2.5% | +0% | — |
| 13 |  $BRK.B | BERKSHIRE HATHAWAY INC | $20.5M | 2.1% | -2% | 64.5 |
| 14 |  $RTX | RTX Corp | $14.4M | 1.5% | -1% | 70 |
| 15 |  $MS | MORGAN STANLEY | $13.6M | 1.4% | -1% | — |
| 16 |  $JNJ | JOHNSON & JOHNSON | $13.6M | 1.4% | -1% | 72.8 |
| 17 | — | ISHARES CORE S&P SMALL-CAP ETF - ETF | $13.4M | 1.4% | +4% | — |
| 18 |  $COST | COSTCO WHOLESALE CORP /NEW | $13.3M | 1.4% | -2% | 67 |
| 19 |  $PANW | Palo Alto Networks Inc | $12.7M | 1.3% | +6% | 66.5 |
| 20 |  $MCD | MCDONALDS CORP | $12.4M | 1.3% | +3% | 73.9 |
| 21 | — | VANGUARD HIGH DIVIDEND ETF - ETF | $12.3M | 1.3% | +9% | — |
| 22 |  $NFLX | NETFLIX INC | $11.6M | 1.2% | +7% | 86.7 |
| 23 |  $CVX | CHEVRON CORP | $10.9M | 1.1% | -2% | 54.7 |
| 24 |  $META | Meta Platforms, Inc. | $10.7M | 1.1% | +0% | 80.9 |
| 25 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | $10.4M | 1.1% | +5% | — |
| 26 |  $WM | WASTE MANAGEMENT INC | $10.4M | 1.1% | -0% | 70.7 |
| 27 | — | S&P TECHNOLOGY SECTOR ETF - ETF | $10.1M | 1.1% | -2% | — |
| 28 | — | ISHARES SHORT-TERM BOND ETF - ETF | $9.4M | 1.0% | +7% | — |
| 29 |  $SPY | SPDR S&P 500 ETF TRUST | $9.4M | 1.0% | +1% | — |
| 30 |  $ABBV | AbbVie Inc. | $9.2M | 0.9% | +7% | 59.3 |
| 31 | — | S&P INDUSTRIAL SECTOR ETF - ETF | $8.8M | 0.9% | -3% | — |
| 32 |  $DE | DEERE & CO | $8.8M | 0.9% | -1% | 57.4 |
| 33 |  $SYK | STRYKER CORP | $8.2M | 0.9% | -1% | 69.8 |
| 34 |  $AMGN | AMGEN INC | $8.2M | 0.9% | -1% | 79.5 |
| 35 | $GOOG | Alphabet Inc. | $7.7M | 0.8% | -1% | 80.2 |
| 36 |  $PG | PROCTER & GAMBLE Co | $7.6M | 0.8% | -1% | 72.9 |
| 37 |  $AVGO | Broadcom Inc. | $7.4M | 0.8% | +16% | 86.4 |
| 38 |  $PEP | PEPSICO INC | $7.3M | 0.8% | -2% | 62.7 |
| 39 |  $AMAT | APPLIED MATERIALS INC /DE | $6.6M | 0.7% | +0% | 74.8 |
| 40 |  $ISRG | INTUITIVE SURGICAL INC | $6.5M | 0.7% | -4% | 81.4 |
| 41 |  $NSC | NORFOLK SOUTHERN CORP | $6.4M | 0.7% | -0% | 70.8 |
| 42 |  $DELL | Dell Technologies Inc. | $6.3M | 0.7% | -8% | 76 |
| 43 | — | S&P FINANCIAL SECTOR ETF - ETF | $5.7M | 0.6% | -4% | — |
| 44 | — | ISHARES SMALL CAP VALUE ETF - ETF | $5.5M | 0.6% | +1% | — |
| 45 |  $DHR | DANAHER CORP /DE/ | $5.3M | 0.6% | -31% | 63.9 |
| 46 |  $HD | HOME DEPOT, INC. | $5.2M | 0.5% | -0% | 69.2 |
| 47 |  $LLY | ELI LILLY & Co | $5.2M | 0.5% | +1% | 89.3 |
| 48 |  $URI | UNITED RENTALS, INC. | $5.1M | 0.5% | -0% | 70.7 |
| 49 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $4.9M | 0.5% | -10% | 63.7 |
| 50 |  $LRCX | LAM RESEARCH CORP | $4.9M | 0.5% | +0% | 82.4 |
| 51 |  $LOW | LOWES COMPANIES INC | $4.8M | 0.5% | -2% | 63.5 |
| 52 |  $SBUX | STARBUCKS CORP | $4.8M | 0.5% | -3% | 54.6 |
| 53 |  $KO | COCA COLA CO | $4.8M | 0.5% | -0% | 74 |
| 54 | — | ISHARES INVESTMENT GRADE CORPORATE BOND ETF - ETF | $4.7M | 0.5% | -6% | — |
| 55 |  $XOM | EXXON MOBIL CORP | $4.7M | 0.5% | -1% | 61.8 |
| 56 |  $IAU | ISHARES GOLD TRUST | $4.4M | 0.5% | -8% | — |
| 57 | — | ISHARES HIGH YIELD CORPORATE BOND ETF - ETF | $4.2M | 0.4% | +16% | — |
| 58 |  $IVZ | Invesco Ltd. | $3.3M | 0.3% | -3% | — |
| 59 |  $GLW | CORNING INC /NY | $3.0M | 0.3% | +1% | 72.7 |
| 60 |  $PWR | QUANTA SERVICES, INC. | $2.8M | 0.3% | +0% | 62.6 |
| 61 |  $YUM | YUM BRANDS INC | $2.8M | 0.3% | -2% | 71.7 |
| 62 |  $TJX | TJX COMPANIES INC /DE/ | $2.7M | 0.3% | +0% | 70.7 |
| 63 | $IVZ | Invesco Ltd. | $2.7M | 0.3% | -7% | — |
| 64 |  $CAT | CATERPILLAR INC | $2.7M | 0.3% | +1% | 67.8 |
| 65 |  $PM | Philip Morris International Inc. | $2.6M | 0.3% | -2% | 80.5 |
| 66 |  $BA | BOEING CO | $2.6M | 0.3% | -2% | 51.8 |
| 67 |  $PLTR | Palantir Technologies Inc. | $2.6M | 0.3% | -5% | 85.8 |
| 68 |  $CME | CME GROUP INC. | $2.5M | 0.3% | -2% | 74.5 |
| 69 | — | S&P ENERGY SECTOR ETF - ETF | $2.4M | 0.3% | -2% | — |
| 70 | — | VANECK FALLEN ANGEL HIGH YIELD BOND ETF - ETF | $2.3M | 0.2% | +6% | — |
| 71 | — | SPDR CONVERTIBLE SECURITIES ETF - ETF | $2.3M | 0.2% | -1% | — |
| 72 | — | ISHARES BIOTECHNOLOGY ETF - ETF | $2.1M | 0.2% | -2% | — |
| 73 |  $WCN | Waste Connections, Inc. | $2.1M | 0.2% | +0% | — |
| 74 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $2.0M | 0.2% | +294% | — |
| 75 |  $CASY | CASEYS GENERAL STORES INC | $2.0M | 0.2% | +0% | 59.9 |
| 76 |  $PAYX | PAYCHEX INC | $2.0M | 0.2% | -28% | 75.1 |
| 77 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.9M | 0.2% | -1% | 71 |
| 78 |  $INTC | INTEL CORP | $1.8M | 0.2% | +0% | 41.5 |
| 79 |  $DIS | Walt Disney Co | $1.8M | 0.2% | -15% | 68.9 |
| 80 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF | $1.7M | 0.2% | -2% | — |
| 81 |  $APH | AMPHENOL CORP /DE/ | $1.7M | 0.2% | -4% | 80.5 |
| 82 |  $TSLA | Tesla, Inc. | $1.6M | 0.2% | -3% | 50.1 |
| 83 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $1.6M | 0.2% | -3% | 65.3 |
| 84 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.5M | 0.2% | -1% | 70.1 |
| 85 | — | VANGUARD TOTAL BOND ETF - ETF | $1.5M | 0.2% | -10% | — |
| 86 | — | VANGUARD VALUE ETF - ETF | $1.5M | 0.1% | -1% | — |
| 87 |  $MPC | Marathon Petroleum Corp | $1.4M | 0.1% | +1% | 50.7 |
| 88 |  $UNP | UNION PACIFIC CORP | $1.4M | 0.1% | -2% | 74 |
| 89 | — | ISHARES S&P 500 GROWTH ETF - ETF | $1.3M | 0.1% | +5% | — |
| 90 | — | VANGUARD S&P 500 ETF - ETF | $1.3M | 0.1% | -0% | — |
| 91 |  $ABT | ABBOTT LABORATORIES | $1.3M | 0.1% | -8% | 67 |
| 92 |  $SO | SOUTHERN CO | $1.2M | 0.1% | -2% | 65.1 |
| 93 | — | ISHARES U.S. TECHNOLOGY ETF - ETF | $1.2M | 0.1% | -1% | — |
| 94 |  $ADSK | Autodesk, Inc. | $1.1M | 0.1% | +0% | 76.4 |
| 95 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.1% | -5% | — |
| 96 |  $NEE | NEXTERA ENERGY INC | $1.1M | 0.1% | -1% | 71.7 |
| 97 |  $MTB | M&T BANK CORP | $1.1M | 0.1% | +0% | 64.1 |
| 98 |  $VZ | VERIZON COMMUNICATIONS INC | $1.1M | 0.1% | -4% | 71.6 |
| 99 |  $TRV | TRAVELERS COMPANIES, INC. | $1.1M | 0.1% | -0% | 71.5 |
| 100 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.1% | +1% | 72.3 |
| 101 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.0M | 0.1% | +4% | 66.7 |
| 102 |  $ICE | Intercontinental Exchange, Inc. | $993,498 | 0.1% | -34% | 73.8 |
| 103 |  $MO | ALTRIA GROUP, INC. | $918,361 | 0.1% | -7% | 72.1 |
| 104 | — | CALAMOS CONV & HIGH INCOME FD COM SHS - CEF | $903,347 | 0.1% | +0% | — |
| 105 |  $MRK | Merck & Co., Inc. | $900,986 | 0.1% | -3% | 70.9 |
| 106 | — | ISHARES RUSSELL 3000 ETF - ETF | $889,044 | 0.1% | +0% | — |
| 107 |  $HSY | HERSHEY CO | $879,005 | 0.1% | -12% | 59.4 |
| 108 |  $MET | METLIFE INC | $866,914 | 0.1% | -0% | 73.9 |
| 109 |  $FDX | FEDEX CORP | $858,602 | 0.1% | +0% | 60.3 |
| 110 | — | SPDR DOW JONES ETF - ETF | $810,227 | 0.1% | +9% | — |
| 111 |  $NVS | NOVARTIS AG | $770,314 | 0.1% | -0% | — |
| 112 |  $MU | MICRON TECHNOLOGY INC | $745,671 | 0.1% | NEW | 88.4 |
| 113 | — | ISHARES CORE S&P 500 ETF - ETF | $741,867 | 0.1% | +30% | — |
| 114 | — | MSCI 400 SOCIAL RESPONSIBLE ETF - ETF | $738,292 | 0.1% | +1% | — |
| 115 |  $CLX | CLOROX CO /DE/ | $732,979 | 0.1% | -11% | 63.5 |
| 116 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $729,249 | 0.1% | +14% | — |
| 117 |  $BLK | BlackRock, Inc. | $720,248 | 0.1% | +0% | 70.3 |
| 118 |  $ADP | AUTOMATIC DATA PROCESSING INC | $720,223 | 0.1% | -3% | 77.9 |
| 119 | — | STATE STREET SPDR S&P DIVIDEND ETF - ETF | $714,964 | 0.1% | -1% | — |
| 120 |  $PFE | PFIZER INC | $699,331 | 0.1% | -2% | 69 |
| 121 |  $ORCL | ORACLE CORP | $695,526 | 0.1% | -2% | 67.2 |
| 122 |  $CARR | CARRIER GLOBAL Corp | $678,711 | 0.1% | -1% | 61.5 |
| 123 |  $WMT | Walmart Inc. | $657,127 | 0.1% | +12% | 63.2 |
| 124 | — | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF - ETF | $656,825 | 0.1% | +1% | — |
| 125 |  $LMT | LOCKHEED MARTIN CORP | $653,942 | 0.1% | +0% | 65 |
| 126 | — | S&P CONSUMER DISCRETIONARY SECTOR ETF - ETF | $611,615 | 0.1% | -2% | — |
| 127 |  $QCOM | QUALCOMM INC/DE | $605,082 | 0.1% | +0% | 81.9 |
| 128 |  $NDSN | NORDSON CORP | $603,380 | 0.1% | +0% | 67.8 |
| 129 |  $HCA | HCA Healthcare, Inc. | $577,427 | 0.1% | +0% | 70.5 |
| 130 |  $AZO | AUTOZONE INC | $559,290 | 0.1% | +0% | 66.5 |
| 131 |  $RACE | Ferrari N.V. | $558,435 | 0.1% | -26% | — |
| 132 |  $SNA | Snap-on Inc | $557,324 | 0.1% | -3% | 69.3 |
| 133 |  $GPI | GROUP 1 AUTOMOTIVE INC | $553,223 | 0.1% | +0% | 57.1 |
| 134 |  $ED | CONSOLIDATED EDISON INC | $541,055 | 0.1% | -1% | 71.6 |
| 135 |  $MA | Mastercard Inc | $515,654 | 0.1% | +1% | 81.7 |
| 136 |  $GD | GENERAL DYNAMICS CORP | $512,819 | 0.1% | +13% | 73 |
| 137 |  $ARW | ARROW ELECTRONICS, INC. | $505,782 | 0.1% | +0% | 51.4 |
| 138 | — | NUVEEN ESG INTERNATIONAL EQUITY ETF - ETF | $500,250 | 0.1% | +14% | — |
| 139 |  $ANET | Arista Networks, Inc. | $497,579 | 0.1% | +0% | 86 |
| 140 |  $HWM | Howmet Aerospace Inc. | $487,174 | 0.1% | +0% | 79.1 |
| 141 |  $UNH | UNITEDHEALTH GROUP INC | $481,300 | 0.1% | +1% | 66.8 |
| 142 |  $BAC | BANK OF AMERICA CORP /DE/ | $466,246 | 0.1% | -7% | 68.4 |
| 143 |  $MSI | Motorola Solutions, Inc. | $465,125 | 0.1% | +0% | 73.8 |
| 144 |  $AXP | AMERICAN EXPRESS CO | $463,741 | 0.1% | +0% | 73.2 |
| 145 | — | PIMCO 0-5 YEAR HIGH YIELD CORP BOND ETF - ETF | $455,910 | 0.1% | +4% | — |
| 146 |  $TR | TOOTSIE ROLL INDUSTRIES INC | $433,073 | 0.1% | +3% | 55.8 |
| 147 |  $TD | TORONTO DOMINION BANK | $404,513 | 0.0% | -7% | — |
| 148 | — | S&P HEALTHCARE SECTOR ETF - ETF | $404,347 | 0.0% | -2% | — |
| 149 |  $CL | COLGATE PALMOLIVE CO | $399,266 | 0.0% | +0% | 72.4 |
| 150 | — | VANGUARD GROWTH ETF - ETF | $391,248 | 0.0% | +500% | — |
| 151 |  $GEV | GE Vernova Inc. | $365,381 | 0.0% | NEW | 70.1 |
| 152 |  $BX | Blackstone Inc. | $364,777 | 0.0% | -1% | 68 |
| 153 |  $WT | WisdomTree, Inc. | $361,200 | 0.0% | +0% | 62.9 |
| 154 |  $SHW | SHERWIN WILLIAMS CO | $356,371 | 0.0% | +0% | 65.3 |
| 155 | — | VANECK SEMICONDUCTOR ETF - ETF | $354,181 | 0.0% | NEW | — |
| 156 |  $STT | STATE STREET CORP | $352,768 | 0.0% | -1% | 61.5 |
| 157 |  $KEYS | Keysight Technologies, Inc. | $351,820 | 0.0% | +0% | 72.3 |
| 158 |  $TMP | TOMPKINS FINANCIAL CORP | $326,597 | 0.0% | +0% | 62.3 |
| 159 |  $SHOP | SHOPIFY INC. | $325,413 | 0.0% | +0% | — |
| 160 | — | SCHWAB US AGGREGATE BOND ETF - ETF | $323,820 | 0.0% | +0% | — |
| 161 |  $MMM | 3M CO | $313,943 | 0.0% | +1% | 60.7 |
| 162 |  $GWW | W.W. GRAINGER, INC. | $302,009 | 0.0% | +0% | 69.5 |
| 163 |  $APD | Air Products & Chemicals, Inc. | $299,923 | 0.0% | +0% | 41.2 |
| 164 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | $296,290 | 0.0% | +689% | — |
| 165 | — | ISHARES MSCI USA MIN VOL FACTOR ETF - ETF | $289,380 | 0.0% | +0% | — |
| 166 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $286,812 | 0.0% | +0% | 66.5 |
| 167 |  $GE | GENERAL ELECTRIC CO | $278,429 | 0.0% | +3% | 74.8 |
| 168 | — | ISHARES ULTRA SHORT TERM BOND ETF - ETF | $275,661 | 0.0% | NEW | — |
| 169 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $264,972 | 0.0% | +0% | 65.9 |
| 170 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $260,032 | 0.0% | NEW | 39.2 |
| 171 |  $COKE | Coca-Cola Consolidated, Inc. | $256,787 | 0.0% | +17% | 65.1 |
| 172 |  $T | AT&T INC. | $253,865 | 0.0% | -6% | 71.9 |
| 173 |  $DOV | DOVER Corp | $248,502 | 0.0% | -3% | 63.1 |
| 174 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | $247,165 | 0.0% | +0% | — |
| 175 | — | STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF - ETF | $246,251 | 0.0% | +0% | — |
| 176 |  $ECL | ECOLAB INC. | $244,620 | 0.0% | +0% | 64.3 |
| 177 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $242,430 | 0.0% | +0% | — |
| 178 | — | VANGUARD MID-CAP ETF - ETF | $241,710 | 0.0% | +300% | — |
| 179 |  $DUK | Duke Energy CORP | $241,135 | 0.0% | +0% | 64 |
| 180 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $239,416 | 0.0% | -3% | 64.9 |
| 181 | — | ISHARES S&P 500 VALUE ETF - ETF | $237,051 | 0.0% | NEW | — |
| 182 | — | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF - ETF | $226,853 | 0.0% | NEW | — |
| 183 |  $BKNG | Booking Holdings Inc. | $222,800 | 0.0% | +2173% | 55.3 |
| 184 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $216,883 | 0.0% | NEW | — |
| 185 |  $BIIB | BIOGEN INC. | $216,060 | 0.0% | NEW | 65.6 |
| 186 |  $TXN | TEXAS INSTRUMENTS INC | $212,822 | 0.0% | NEW | 70.4 |
| 187 |  $OGE | OGE ENERGY CORP. | $209,238 | 0.0% | +0% | 57.8 |
| 188 |  $NVO | NOVO NORDISK A S | $208,539 | 0.0% | NEW | — |
| 189 |  $FDXF | FedEx Freight Holding Company, Inc. | $206,870 | 0.0% | NEW | — |
New Positions (12)
$MU MICRON TECHNOLOGY INC$745,671$GEV GE Vernova Inc.$365,381 VANECK SEMICONDUCTOR ETF - ETF$354,181
ISHARES ULTRA SHORT TERM BOND ETF - ETF$275,661
$LSCC LATTICE SEMICONDUCTOR CORP$260,032 ISHARES S&P 500 VALUE ETF - ETF$237,051
ISHARES ESG SELECT SCREENED S&P MID-CAP ETF - ETF$226,853
JPMORGAN EQUITY PREMIUM INCOME ETF - ETF$216,883
$BIIB BIOGEN INC.$216,060$TXN TEXAS INSTRUMENTS INC$212,822$NVO NOVO NORDISK A S$208,539$FDXF FedEx Freight Holding Company, Inc.$206,870
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