Burling Wealth Partners, LLC Reduced Holdings in Q3 2025

Burling Wealth Partners, LLC

  • $604 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-28.2K
- 51.21%
$100.37 - $100.74 $2.83M - $2.84M
26.9K $2.71B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-81.4K
- 86.97%
$25.5 - $35.2 $2.08M - $2.87M
12.2K $311M
AMT
American Tower Corp

Real Estate
-4.01K
- 20.18%
$192.32 - $232.35 $771K - $932K
15.9K $3.05B
CME
Cme Group Inc.

Financial Services
-3.61K
- 17.73%
$258.83 - $287.1 $933K - $1.04M
16.7K $4.52B
PG
Procter & Gamble CO

Consumer Defensive
-4.53K
- 13.55%
$150.47 - $161.22 $681K - $730K
28.9K $4.44B
OKE
Oneok Inc

Energy
-6.93K
- 26.92%
$71.36 - $83.47 $494K - $578K
18.8K $1.37B
COST
Costco Wholesale Corp

Consumer Defensive
-507
- 12.72%
$915.95 - $994.57 $464K - $504K
3.48K $3.22B
AZN
Astrazeneca PLC

Healthcare
-11.5K
- 30.95%
$68.72 - $82.11 $793K - $947K
25.7K $1.97B
EQIX
Equinix Inc

Real Estate
-778
- 51.29%
$756.7 - $811.13 $589K - $631K
739 $579M
MRK
Merck & Co., Inc.

Healthcare
-9.33K
- 23.44%
$77.6 - $87.37 $724K - $815K
30.5K $2.56B
VICI
Vici Properties Inc.

Real Estate
-16.5K
- 30.26%
$31.43 - $33.93 $520K - $561K
38.1K $1.24B
UNP
Union Pacific Corp

Industrials
-2.62K
- 20.28%
$214.91 - $237.16 $562K - $620K
10.3K $2.43B
PEP
Pepsico Inc

Consumer Defensive
-4.11K
- 33.06%
$133.81 - $152.16 $550K - $625K
8.32K $1.17B
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.07K
- 6.13%
$167.28 - $188.45 $180K - $202K
16.4K $2.77B
OTIS
Otis Worldwide Corp

Industrials
-3.67K
- 29.32%
$84.93 - $101.07 $312K - $371K
8.86K $810M
FISV
Fiserv Inc

Technology
-1.34K
- 22.61%
N/A
4.57K $589M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.01K
- 2.7%
$85.84 - $99.09 $86.3K - $99.6K
36.2K $3.17B
LHX
L3 Harris Technologies, Inc.

Industrials
-2.03K
- 49.99%
$252.18 - $305.41 $512K - $621K
2.03K $621M
ADBE
Adobe Inc.

Technology
-771
- 44.08%
$333.65 - $392.1 $257K - $302K
978 $345M
CSCO
Cisco Systems, Inc.

Technology
-4.33K
- 13.0%
$66.2 - $71.79 $287K - $311K
29K $1.98B
MCHP
Microchip Technology Inc

Technology
-2.9K
- 13.33%
$60.95 - $75.26 $177K - $218K
18.9K $1.21B
V
Visa Inc.

Financial Services
-538
- 5.45%
$332.09 - $358.86 $179K - $193K
9.34K $3.19B
CARR
Carrier Global Corp

Industrials
-263
- 1.19%
$58.75 - $80.73 $15.5K - $21.2K
21.8K $1.3B
AMP
Ameriprise Financial Inc

Financial Services
-528
- 43.21%
$486.13 - $544.55 $257K - $288K
694 $341M
SPGI
S&P Global Inc.

Financial Services
-393
- 18.21%
$484.94 - $564.15 $191K - $222K
1.77K $859M
DHR
Danaher Corp

Healthcare
-1.28K
- 5.19%
$181.46 - $212.2 $233K - $272K
23.4K $4.64B
ABT
Abbott Laboratories

Healthcare
-436
- 0.51%
$120.51 - $136.62 $52.5K - $59.6K
84.9K $11.4B
CVX
Chevron Corp

Energy
-2.39K
- 17.64%
$145.57 - $161.83 $348K - $387K
11.2K $1.73B
WEC
Wec Energy Group, Inc.

Utilities
-2.82K
- 23.91%
$103.66 - $114.59 $293K - $324K
8.99K $1.03B
TDG
Trans Digm Group Inc

Industrials
-78
- 17.85%
$1271.04 - $1620.83 $99.1K - $126K
359 $473M
CAH
Cardinal Health Inc

Healthcare
-699
- 11.7%
$146.04 - $167.63 $102K - $117K
5.27K $828M
MS
Morgan Stanley

Financial Services
-1.55K
- 38.34%
$139.09 - $161.16 $215K - $249K
2.49K $395M
ECL
Ecolab Inc.

Basic Materials
-615
- 15.6%
$259.39 - $285.47 $160K - $176K
3.33K $911M
DIS
Walt Disney CO

Communication Services
-320
- 2.73%
$112.25 - $124.0 $35.9K - $39.7K
11.4K $1.3B
IRM
Iron Mountain Inc

Real Estate
-1.34K
- 10.51%
$89.46 - $104.46 $120K - $140K
11.4K $1.16B
TXN
Texas Instruments Inc

Technology
-505
- 23.93%
N/A
1.61K $295M
QCOM
Qualcomm Inc

Technology
-946
- 26.07%
$145.84 - $173.55 $138K - $164K
2.68K $446M
SBUX
Starbucks Corp

Consumer Cyclical
-720
- 10.79%
$81.9 - $96.86 $59K - $69.7K
5.95K $503M
ISRG
Intuitive Surgical Inc

Healthcare
-38
- 4.26%
$433.66 - $544.47 $16.5K - $20.7K
854 $382M
DELL
Dell Technologies Inc.

Technology
-1.67K
- 22.9%
$120.96 - $141.77 $201K - $236K
5.61K $795M
ADP
Automatic Data Processing Inc

Industrials
-229
- 16.52%
$288.69 - $310.94 $66.1K - $71.2K
1.16K $340M
IBM
International Business Machines Corp

Technology
-161
- 4.86%
$234.77 - $292.47 $37.8K - $47.1K
3.15K $889M
SHW
Sherwin Williams CO

Basic Materials
-266
- 5.29%
$330.88 - $375.23 $88K - $99.8K
4.76K $1.65B
Brookfield Corp Cl A LTD Vt Sh
-2.12K
- 20.0%
N/A
8.49K $582M
BR
Broadridge Financial Solutions, Inc.

Technology
-205
- 4.19%
$233.75 - $266.89 $47.9K - $54.7K
4.69K $1.12B
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-2.8K
- 22.88%
$24.65 - $24.98 $69K - $69.9K
9.44K $235M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-749
- 18.49%
$201.83 - $230.93 $151K - $173K
3.3K $734M
CTAS
Cintas Corp

Industrials
-168
- 11.48%
$199.29 - $226.27 $33.5K - $38K
1.3K $266M
ITW
Illinois Tool Works Inc

Industrials
-1.08K
- 6.48%
$252.31 - $269.41 $271K - $290K
15.5K $4.05B
Activity Summary
Buys All Purchases 66 New Holdings 12 Increased Positions 54 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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