Burling Wealth Partners, LLC Purchases and Sells in Q1 2025

Burling Wealth Partners, LLC

$475 Billion
Q1 2025

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABBV	4.17K + 10.45%	$169.2 - $216.66 $706K - $904K	44.1K $9.24B
WM	6.63K + 53.79%	$200.54 - $233.78 $1.33M - $1.55M	19K $4.39B
ZTS	9.64K + 76.62%	$156.48 - $175.67 $1.51M - $1.69M	22.2K $3.66B
TMUS	4.02K + 34.94%	$211.3 - $272.83 $849K - $1.1M	15.5K $4.14B
SPSB	47.4K + 56.05%	$29.82 - $30.1 $1.41M - $1.43M	132K $3.97B
BRK-B	389 + 2.85%	$442.66 - $534.52 $172K - $208K	14K $7.48B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	6.51K New	$100.34 - $100.68 $653K - $655K	6.51K $655M
AZO	100 New	$3193.96 - $3828.11 $319K - $383K	100 $381M
CBOE	950 New	$190.84 - $226.29 $181K - $215K	950 $215M
XLP	2.5K New	N/A	2.5K $204M
MCK	300 New	$566.21 - $672.99 $170K - $202K	300 $202M

Top Sells

Reduced Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-3.59K - 3.03%	$209.68 - $247.1 $753K - $888K	115K $25.6B
UNH	-6.29K - 67.1%	$461.52 - $548.18 $2.9M - $3.45M	3.08K $1.61B
GOOGL	-946 - 1.21%	$154.33 - $206.19 $146K - $195K	77.2K $11.9B
FTAI AVIATION LTD SHS	-15.4K - 48.31%	N/A	16.5K $1.83B
ITW	-6.98K - 29.42%	$244.9 - $274.48 $1.71M - $1.92M	16.7K $4.15B
IJR	-3.09K - 2.34%	$102.49 - $119.96 $317K - $371K	129K $13.5B

Activity Summary All Purchases 59 New Holdings 5 Increased Positions 54 All Sells 85 Reductions 85 Sold out 0 Calls 0 Puts 0

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