Burling Wealth Partners, LLC Reduced Holdings in Q2 2025

Burling Wealth Partners, LLC

  • $542 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
-2.11K
- 59.78%
$372.27 - $452.69 $785K - $955K
1.42K $552M
MRK
Merck & Co., Inc.

Healthcare
-6.23K
- 13.53%
$73.47 - $87.12 $458K - $543K
39.8K $3.15B
OKE
Oneok Inc

Energy
-4.21K
- 14.05%
$78.71 - $100.37 $331K - $423K
25.7K $2.1B
AZN
Astrazeneca PLC

Healthcare
-9.89K
- 20.97%
$64.87 - $75.0 $641K - $742K
37.3K $2.6B
UNP
Union Pacific Corp

Industrials
-2.28K
- 15.02%
$208.27 - $238.46 $475K - $543K
12.9K $2.97B
JNJ
Johnson & Johnson

Healthcare
-1.88K
- 8.17%
$146.36 - $159.82 $275K - $300K
21.1K $3.23B
PG
Procter & Gamble CO

Consumer Defensive
-1.17K
- 3.38%
$157.66 - $172.39 $184K - $202K
33.4K $5.32B
V
Visa Inc.

Financial Services
-1.75K
- 15.03%
$308.27 - $373.31 $539K - $653K
9.88K $3.51B
VICI
Vici Properties Inc.

Real Estate
-16.6K
- 23.33%
$29.41 - $32.97 $489K - $548K
54.7K $1.78B
AMT
American Tower Corp

Real Estate
-2.7K
- 11.94%
$203.96 - $228.19 $550K - $615K
19.9K $4.39B
FISV
Fiserv Inc

Technology
-849
- 12.57%
N/A
5.9K $1.02B
CVX
Chevron Corp

Energy
-782
- 5.46%
$133.73 - $168.51 $105K - $132K
13.5K $1.94B
DHR
Danaher Corp

Healthcare
-1.14K
- 4.4%
$174.64 - $205.16 $199K - $233K
24.7K $4.88B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-1.8K
- 30.79%
$167.22 - $212.42 $301K - $383K
4.05K $801M
MCD
Mcdonalds Corp

Consumer Cyclical
-575
- 6.19%
$285.55 - $321.23 $164K - $185K
8.72K $2.55B
BR
Broadridge Financial Solutions, Inc.

Technology
-1.42K
- 22.49%
$217.22 - $246.25 $308K - $350K
4.89K $1.19B
BDX
Becton Dickinson & CO

Healthcare
-1.1K
- 42.72%
$165.15 - $226.42 $182K - $249K
1.48K $254M
CME
Cme Group Inc.

Financial Services
-1.96K
- 8.8%
$252.37 - $290.71 $496K - $571K
20.3K $5.61B
ADBE
Adobe Inc.

Technology
-666
- 27.58%
$340.0 - $420.68 $226K - $280K
1.75K $677M
WEC
Wec Energy Group, Inc.

Utilities
-1.75K
- 12.9%
$102.24 - $109.76 $179K - $192K
11.8K $1.23B
EQIX
Equinix Inc

Real Estate
-249
- 14.1%
$740.07 - $914.43 $184K - $228K
1.52K $1.21B
Te Connectivity PLC Ord Shs
-2.36K
- 37.69%
N/A
3.91K $659M
QCOM
Qualcomm Inc

Technology
-1.54K
- 29.85%
$124.66 - $159.48 $192K - $246K
3.63K $578M
Ftai Aviation LTD Shs
-2.4K
- 14.54%
N/A
14.1K $1.62B
TRGP
Targa Resources Corp.

Energy
-772
- 34.42%
$157.32 - $205.72 $121K - $159K
1.47K $256M
TDG
Trans Digm Group Inc

Industrials
-171
- 28.13%
$1231.75 - $1520.64 $211K - $260K
437 $665M
SHW
Sherwin Williams CO

Basic Materials
-383
- 7.08%
$313.51 - $363.51 $120K - $139K
5.03K $1.73B
COST
Costco Wholesale Corp

Consumer Defensive
-349
- 8.05%
$908.13 - $1056.85 $317K - $369K
3.99K $3.94B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-145
- 15.46%
$390.26 - $489.06 $56.6K - $70.9K
793 $322M
OTIS
Otis Worldwide Corp

Industrials
-563
- 4.3%
$90.88 - $104.3 $51.2K - $58.7K
12.5K $1.24B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.69K
- 6.75%
$51.14 - $57.0 $86.5K - $96.4K
23.4K $1.33B
SPGI
S&P Global Inc.

Financial Services
-278
- 11.41%
$438.31 - $527.29 $122K - $147K
2.16K $1.14B
SBUX
Starbucks Corp

Consumer Cyclical
-560
- 7.75%
$79.69 - $99.41 $44.6K - $55.7K
6.67K $611M
LHX
L3 Harris Technologies, Inc.

Industrials
-1.13K
- 21.78%
$200.21 - $256.99 $227K - $291K
4.07K $1.02B
AMP
Ameriprise Financial Inc

Financial Services
-246
- 16.76%
$422.19 - $533.73 $104K - $131K
1.22K $652M
VIG
Vanguard Dividend Appreciation

ETFs
-1K
- 7.29%
N/A
12.7K $2.6B
BRO
Brown & Brown, Inc.

Financial Services
-186
- 7.53%
$104.48 - $124.43 $19.4K - $23.1K
2.28K $253M
CSX
Csx Corp

Industrials
-2.4K
- 23.86%
$26.69 - $32.91 $64.1K - $79K
7.66K $250M
ITW
Illinois Tool Works Inc

Industrials
-121
- 0.72%
$218.41 - $252.43 $26.4K - $30.5K
16.6K $4.11B
ISRG
Intuitive Surgical Inc

Healthcare
-172
- 16.17%
$451.58 - $565.94 $77.7K - $97.3K
892 $485M
PANW
Palo Alto Networks Inc

Technology
-534
- 26.15%
$152.44 - $204.64 $81.4K - $109K
1.51K $309M
Brookfield Corp Cl A LTD Vt Sh
-2.64K
- 19.91%
N/A
10.6K $656M
IWD
Ishares Russell 1000 Val ETF

ETFs
-255
- 11.3%
$166.82 - $194.23 $42.5K - $49.5K
2K $389M
IRM
Iron Mountain Inc

Real Estate
-2.8K
- 18.01%
$76.93 - $105.25 $215K - $294K
12.7K $1.31B
CTAS
Cintas Corp

Industrials
-264
- 15.28%
$190.11 - $227.66 $50.2K - $60.1K
1.46K $326M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-271
- 1.13%
$63.54 - $68.5 $17.2K - $18.6K
23.8K $1.61B
CB
Chubb LTD

Financial Services
-35
- 2.55%
$274.32 - $302.46 $9.6K - $10.6K
1.34K $388M
SCHW
Schwab Charles Corp

Financial Services
-1.54K
- 17.38%
$69.06 - $91.24 $107K - $141K
7.34K $670M
FIS
Fidelity National Information Services, Inc.

Technology
-724
- 13.17%
$68.14 - $82.13 $49.3K - $59.5K
4.77K $388M
Activity Summary
Buys All Purchases 72 New Holdings 17 Increased Positions 55 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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