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Representative Holdings

We augment our individual stock picks with exchange traded funds (ETF's) in order to reach broader areas of the market, like small caps and international stocks. For clients who require more income and defense, we also use diversified bond funds and ETF's. Some examples are below:

While there are absolutely no guarantees in investing, our clients know they have a portfolio they understand and their individual investments are of the highest quality.

The below image shows just a small sampling of the companies J.W. Burns & Company clients have in their portfolios.