J.W. Burns & Company as of Dec. 31, 2011
Portfolio Holdings for J.W. Burns & Company
J.W. Burns & Company holds 126 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Exxon Mobil Corporation (XOM) | 4.5 | $8.3M | 97k | 84.76 | |
Apple (AAPL) | 4.3 | $8.0M | 20k | 405.02 | |
Chevron Corporation (CVX) | 4.2 | $7.7M | 73k | 106.40 | |
iShares S&P SmallCap 600 Index (IJR) | 4.0 | $7.2M | 106k | 68.30 | |
Bristol Myers Squibb (BMY) | 3.7 | $6.8M | 193k | 35.24 | |
Pepsi (PEP) | 3.7 | $6.7M | 101k | 66.35 | |
General Electric Company | 3.4 | $6.2M | 349k | 17.91 | |
Procter & Gamble Company (PG) | 3.4 | $6.2M | 93k | 66.71 | |
Microsoft Corporation (MSFT) | 3.0 | $5.4M | 208k | 25.96 | |
Visa (V) | 2.8 | $5.1M | 51k | 101.53 | |
McDonald's Corporation (MCD) | 2.8 | $5.1M | 51k | 100.34 | |
Philip Morris International (PM) | 2.5 | $4.7M | 60k | 78.48 | |
Walt Disney Company (DIS) | 2.1 | $3.8M | 101k | 37.50 | |
Norfolk Southern (NSC) | 2.0 | $3.7M | 51k | 72.86 | |
Johnson & Johnson (JNJ) | 1.6 | $2.9M | 45k | 65.58 | |
Teva Pharmaceutical Industries (TEVA) | 1.6 | $2.9M | 72k | 40.36 | |
Royal Dutch Shell | 1.4 | $2.6M | 35k | 73.08 | |
Verizon Communications (VZ) | 1.4 | $2.5M | 64k | 40.12 | |
Cracker Barrel Old Country Store (CBRL) | 1.2 | $2.3M | 46k | 50.41 | |
iShares NASDAQ Biotechnology Index (IBB) | 1.2 | $2.3M | 22k | 104.37 | |
Directv | 1.2 | $2.2M | 53k | 42.75 | |
Stryker Corporation (SYK) | 1.2 | $2.2M | 44k | 49.72 | |
Altria (MO) | 1.2 | $2.2M | 73k | 29.66 | |
Deluxe Corporation (DLX) | 1.2 | $2.2M | 95k | 22.76 | |
Wells Fargo & Company (WFC) | 1.2 | $2.1M | 78k | 27.56 | |
Berkshire Hathaway (BRK.B) | 1.1 | $2.1M | 28k | 76.30 | |
Ford Motor Company (F) | 1.1 | $2.0M | 189k | 10.76 | |
MWI Veterinary Supply | 1.1 | $2.0M | 31k | 66.46 | |
Agrium | 1.1 | $2.0M | 29k | 67.11 | |
Abbott Laboratories (ABT) | 1.0 | $1.8M | 32k | 56.23 | |
Coca-Cola Company (KO) | 0.9 | $1.7M | 25k | 69.98 | |
Paychex (PAYX) | 0.9 | $1.7M | 58k | 30.10 | |
Pfizer (PFE) | 0.9 | $1.7M | 78k | 21.64 | |
International Business Machines (IBM) | 0.9 | $1.7M | 9.1k | 183.91 | |
EMC Corporation | 0.9 | $1.6M | 74k | 21.53 | |
Starbucks Corporation (SBUX) | 0.9 | $1.6M | 34k | 46.02 | |
Gasfrac Energy | 0.9 | $1.6M | 233k | 6.85 | |
iShares Dow Jones Select Dividend (DVY) | 0.8 | $1.5M | 28k | 53.78 | |
Schlumberger (SLB) | 0.8 | $1.5M | 21k | 68.31 | |
Celgene Corporation | 0.8 | $1.4M | 21k | 67.61 | |
Kinder Morgan Energy Partners | 0.8 | $1.4M | 17k | 84.96 | |
Oracle Corporation (ORCL) | 0.7 | $1.2M | 48k | 25.66 | |
SPDR Gold Trust (GLD) | 0.7 | $1.2M | 8.1k | 151.96 | |
Permian Basin Royalty Trust (PBT) | 0.7 | $1.2M | 60k | 20.37 | |
0.6 | $1.2M | 1.8k | 645.89 | ||
At&t (T) | 0.6 | $1.1M | 38k | 30.23 | |
Stericycle (SRCL) | 0.6 | $1.1M | 14k | 77.92 | |
Clorox Company (CLX) | 0.6 | $1.1M | 17k | 66.55 | |
CSX Corporation (CSX) | 0.6 | $1.1M | 51k | 21.06 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.6 | $1.1M | 30k | 36.81 | |
Weatherford International Lt reg | 0.6 | $1.1M | 73k | 14.65 | |
Target Corporation (TGT) | 0.6 | $1.0M | 20k | 51.24 | |
CenturyLink | 0.6 | $1.0M | 27k | 37.19 | |
Intel Corporation (INTC) | 0.5 | $972k | 40k | 24.25 | |
Yum! Brands (YUM) | 0.5 | $926k | 16k | 58.98 | |
Automatic Data Processing (ADP) | 0.5 | $924k | 17k | 53.99 | |
Occidental Petroleum Corporation (OXY) | 0.5 | $920k | 9.8k | 93.69 | |
Thermo Fisher Scientific (TMO) | 0.5 | $903k | 20k | 44.96 | |
iShares Russell 2000 Growth Index (IWO) | 0.5 | $839k | 10k | 84.28 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $742k | 10k | 73.60 | |
eBay (EBAY) | 0.4 | $721k | 24k | 30.32 | |
Windstream Corporation | 0.4 | $712k | 61k | 11.74 | |
Hershey Company (HSY) | 0.4 | $709k | 12k | 61.78 | |
Home Depot (HD) | 0.4 | $690k | 16k | 42.06 | |
Rockwell Collins | 0.4 | $681k | 12k | 55.33 | |
iShares S&P MidCap 400 Growth (IJK) | 0.4 | $655k | 6.6k | 98.72 | |
Annaly Capital Management | 0.3 | $628k | 39k | 15.96 | |
State Street Corporation (STT) | 0.3 | $610k | 15k | 40.33 | |
PetSmart | 0.3 | $600k | 12k | 51.28 | |
Waste Connections | 0.3 | $597k | 18k | 33.14 | |
Zimmer Holdings (ZBH) | 0.3 | $598k | 11k | 53.46 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $607k | 9.4k | 64.29 | |
Praxair | 0.3 | $588k | 5.5k | 106.91 | |
J.M. Smucker Company (SJM) | 0.3 | $547k | 7.0k | 78.22 | |
General Dynamics Corporation (GD) | 0.3 | $530k | 8.0k | 66.47 | |
Hewlett-Packard Company | 0.3 | $509k | 20k | 25.77 | |
NYSE Euronext | 0.3 | $500k | 19k | 26.10 | |
Henry Schein (HSIC) | 0.3 | $483k | 7.5k | 64.49 | |
Southern Company (SO) | 0.3 | $476k | 10k | 46.30 | |
Transocean (RIG) | 0.2 | $461k | 12k | 38.36 | |
AFLAC Incorporated (AFL) | 0.2 | $451k | 10k | 43.26 | |
National Grid | 0.2 | $450k | 9.3k | 48.50 | |
Corning Incorporated (GLW) | 0.2 | $444k | 34k | 12.98 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $438k | 8.0k | 54.67 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $427k | 13k | 33.25 | |
General Mills (GIS) | 0.2 | $409k | 10k | 40.38 | |
iShares S&P 500 Growth Index (IVW) | 0.2 | $396k | 5.9k | 67.36 | |
Waste Management (WM) | 0.2 | $384k | 12k | 32.75 | |
Medtronic | 0.2 | $376k | 9.8k | 38.30 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $383k | 6.6k | 57.85 | |
Devon Energy Corporation (DVN) | 0.2 | $363k | 5.9k | 62.05 | |
Medco Health Solutions | 0.2 | $372k | 6.7k | 55.93 | |
Citigroup Cap Pfd 6.45% p | 0.2 | $359k | 17k | 21.79 | |
Qualcomm (QCOM) | 0.2 | $351k | 6.4k | 54.72 | |
Blackstone | 0.2 | $326k | 23k | 13.99 | |
Lowe's Companies (LOW) | 0.2 | $334k | 13k | 25.40 | |
Public Service Enterprise (PEG) | 0.2 | $328k | 9.9k | 33.02 | |
Rayonier (RYN) | 0.2 | $328k | 7.4k | 44.62 | |
ConocoPhillips (COP) | 0.2 | $314k | 4.3k | 72.94 | |
iShares Gold Trust | 0.2 | $320k | 21k | 15.22 | |
Cbs Corp New Pfd 6.75% p | 0.2 | $306k | 12k | 25.39 | |
Ralph Lauren Corp (RL) | 0.2 | $309k | 2.2k | 138.26 | |
Costco Wholesale Corporation (COST) | 0.2 | $298k | 3.6k | 83.26 | |
3M Company (MMM) | 0.2 | $298k | 3.7k | 81.64 | |
Cisco Systems (CSCO) | 0.2 | $289k | 16k | 18.05 | |
NuStar Energy | 0.1 | $278k | 4.9k | 56.56 | |
United Technologies Corporation | 0.1 | $257k | 3.5k | 73.18 | |
Vodafone | 0.1 | $252k | 9.0k | 28.05 | |
Bed Bath & Beyond | 0.1 | $232k | 4.0k | 58.00 | |
Kraft Foods | 0.1 | $237k | 6.3k | 37.35 | |
Union Pacific Corporation (UNP) | 0.1 | $233k | 2.2k | 105.86 | |
FedEx Corporation (FDX) | 0.1 | $214k | 2.6k | 83.43 | |
Wal-Mart Stores (WMT) | 0.1 | $229k | 3.8k | 59.74 | |
Merck & Co (MRK) | 0.1 | $226k | 6.0k | 37.70 | |
Tootsie Roll Industries (TR) | 0.1 | $229k | 9.7k | 23.67 | |
Frontier Communications | 0.1 | $212k | 41k | 5.14 | |
Citigroup Cap Pfd Vii 7.125% p | 0.1 | $215k | 8.9k | 24.22 | |
C.R. Bard | 0.1 | $201k | 2.4k | 85.53 | |
BHP Billiton (BHP) | 0.1 | $210k | 3.0k | 70.59 | |
Alerian Mlp Etf | 0.1 | $206k | 12k | 16.65 | |
Key (KEY) | 0.1 | $147k | 19k | 7.69 | |
Bank of America Corporation (BAC) | 0.1 | $116k | 21k | 5.57 | |
Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.1 | $95k | 12k | 8.08 | |
Chimera Investment Corporation | 0.0 | $54k | 21k | 2.53 | |
Titan Medical (TMD) | 0.0 | $28k | 20k | 1.37 | |
Enron Corp. | 0.0 | $0 | 10k | 0.00 |