Burns J W & Co. Inc/ny
J.W. Burns & Company, founded in 1974, is an independent, SEC-registered, fee-only investment counseling and wealth management firm headquartered in DeWitt, New York. The firm serves both individual and institutional clients primarily in Syracuse, Central New York, and the greater Northeast, and has a longstanding record spanning over 50 years. J.W. Burns provides comprehensive financial planning, portfolio management, and investment advisory services. The firm emphasizes integrity, client service, and results, with a small, dedicated expert team offering personalized investment strategies. Estimated employee count is around 10.
Investment Strategy
J.W. Burns & Company employs a disciplined, long-term investment strategy focusing on investing in high-quality companies with strong management teams and attractive valuations. The firm avoids market timing, maintains a low-turnover approach, and refines portfolio construction to minimize costs. Investment decisions are based on in-depth proprietary research and a commitment to fiduciary standards, ensuring that client portfolios are aligned with individual financial goals while filtering out short-term market 'noise.' They offer separately managed accounts tailored to growth, balance, income, and tax-exempt value needs, with a commitment to avoiding conflicts of interest and providing broad-based financial planning.
Top Holdings
Equity Positions (184)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 8.94% | $79.0M | 310,198 | $21.97 | $254.63 | +$14.1M |
M MSFT | MICROSOFT CORP | 7.57% | $66.9M | 129,222 | $36.92 | $517.95 | +$1.8M |
V V | VISA INC | 4.17% | $36.8M | 107,892 | $47.40 | $341.38 | -$1.6M |
G GOOG | ALPHABET CLASS C | 3.88% | $34.3M | 140,713 | $51.06 | $243.55 | +$9.2M |
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 3.44% | $30.4M | 92,640 | $252.28 | $328.17 | +$4.5M |