Burling Wealth Partners, LLC Reduced Holdings in Q1 2025

Burling Wealth Partners, LLC

  • $475 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.59K
- 3.03%
$209.68 - $247.1 $753K - $888K
115K $25.6B
UNH
Unitedhealth Group Inc

Healthcare
-6.29K
- 67.1%
$461.52 - $548.18 $2.9M - $3.45M
3.08K $1.61B
GOOGL
Alphabet Inc.

Communication Services
-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
Illinois Tool Works Inc

Industrials
-6.98K
- 29.42%
$244.9 - $274.48 $1.71M - $1.92M
16.7K $4.15B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.09K
- 2.34%
$102.49 - $119.96 $317K - $371K
129K $13.5B
MRK
Merck & Co., Inc.

Healthcare
-10.3K
- 18.32%
$83.01 - $101.02 $857K - $1.04M
46.1K $4.13B
ELV
Elevance Health, Inc.

Healthcare
-4.01K
- 53.21%
$365.9 - $436.25 $1.47M - $1.75M
3.53K $1.53B
PEP
Pepsico Inc

Consumer Defensive
-6.39K
- 31.12%
$142.64 - $156.42 $911K - $999K
14.1K $2.12B
PH
Parker Hannifin Corp

Industrials
-1.24K
- 35.43%
$591.65 - $707.05 $734K - $877K
2.26K $1.37B
MCHP
Microchip Technology Inc

Technology
-9.71K
- 27.72%
$48.41 - $64.3 $470K - $624K
25.3K $1.23B
UNP
Union Pacific Corp

Industrials
-3.43K
- 18.44%
$225.21 - $254.42 $773K - $873K
15.2K $3.58B
CARR
Carrier Global Corp

Industrials
-7.86K
- 26.27%
$62.07 - $70.55 $488K - $555K
22.1K $1.4B
LHX
L3 Harris Technologies, Inc.

Industrials
-2.38K
- 31.4%
$194.65 - $222.86 $463K - $530K
5.2K $1.09B
VICI
Vici Properties Inc.

Real Estate
-25.2K
- 26.13%
$28.21 - $32.68 $712K - $824K
71.3K $2.33B
AZN
Astrazeneca PLC

Healthcare
-12.3K
- 20.69%
$65.37 - $77.96 $804K - $959K
47.2K $3.47B
CMCSA
Comcast Corp

Communication Services
-11.2K
- 64.16%
$33.19 - $38.23 $371K - $427K
6.24K $230M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-1.15K
- 16.36%
$186.55 - $250.04 $214K - $286K
5.85K $1.18B
ORCL
Oracle Corp

Technology
-542
- 4.25%
$139.81 - $186.47 $75.8K - $101K
12.2K $1.71B
CSCO
Cisco Systems, Inc.

Technology
-7.67K
- 18.26%
$58.74 - $64.87 $451K - $498K
34.3K $2.12B
IRM
Iron Mountain Inc

Real Estate
-178
- 1.13%
$82.79 - $111.31 $14.7K - $19.8K
15.5K $1.34B
DELL
Dell Technologies Inc.

Technology
-673
- 6.85%
$90.34 - $124.66 $60.8K - $83.9K
9.16K $834M
AMP
Ameriprise Financial Inc

Financial Services
-413
- 21.96%
$472.29 - $575.13 $195K - $238K
1.47K $711M
EQIX
Equinix Inc

Real Estate
-63
- 3.44%
$803.0 - $959.97 $50.6K - $60.5K
1.77K $1.44B
ADBE
Adobe Inc.

Technology
-223
- 8.45%
$377.84 - $464.11 $84.3K - $103K
2.42K $926M
Te Connectivity PLC Ord Shs
-1.6K
- 20.36%
N/A
6.27K $886M
OKE
Oneok Inc

Energy
-1.69K
- 5.34%
$89.57 - $109.85 $151K - $186K
30K $2.97B
OWL
Blue Owl Capital Inc.

Financial Services
-7.4K
- 42.26%
$18.49 - $26.68 $137K - $197K
10.1K $203M
SCHW
Schwab Charles Corp

Financial Services
-3.2K
- 26.47%
$71.24 - $83.64 $228K - $267K
8.88K $695M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-14
- 4.36%
$4295.4 - $5141.88 $60.1K - $72K
307 $1.41B
FAST
Fastenal CO

Industrials
-2.8K
- 36.06%
$71.11 - $79.98 $199K - $224K
4.96K $385M
MLM
Martin Marietta Materials Inc

Basic Materials
-207
- 11.23%
$460.39 - $552.64 $95.3K - $114K
1.64K $783M
SHW
Sherwin Williams CO

Basic Materials
-600
- 9.98%
$330.16 - $365.55 $198K - $219K
5.41K $1.89B
ACN
Accenture PLC

Technology
-329
- 29.85%
$300.91 - $398.25 $99K - $131K
773 $241M
PG
Procter & Gamble CO

Consumer Defensive
-1.43K
- 3.98%
$158.56 - $176.26 $227K - $253K
34.6K $5.89B
TXN
Texas Instruments Inc

Technology
-632
- 20.03%
N/A
2.52K $454M
FIS
Fidelity National Information Services, Inc.

Technology
-1.27K
- 18.71%
$68.12 - $83.42 $86.2K - $106K
5.5K $410M
Brookfield Corp Cl A LTD Vt Sh
-1.11K
- 7.73%
N/A
13.2K $694M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.84K
- 6.85%
$56.17 - $59.71 $104K - $110K
25.1K $1.43B
GS
Goldman Sachs Group Inc

Financial Services
-85
- 3.56%
$524.81 - $672.19 $44.6K - $57.1K
2.3K $1.26B
WEC
Wec Energy Group, Inc.

Utilities
-3.3K
- 19.55%
$92.12 - $108.98 $304K - $359K
13.6K $1.48B
ADI
Analog Devices Inc

Technology
-400
- 16.49%
$201.56 - $243.82 $80.6K - $97.5K
2.03K $409M
ECL
Ecolab Inc.

Basic Materials
-790
- 15.65%
$229.72 - $269.82 $181K - $213K
4.26K $1.08B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-520
- 8.26%
$169.43 - $182.84 $88.1K - $95.1K
5.78K $1B
JNJ
Johnson & Johnson

Healthcare
-4.02K
- 14.86%
$142.06 - $167.7 $570K - $673K
23K $3.82B
VIG
Vanguard Dividend Appreciation

ETFs
-320
- 2.28%
N/A
13.7K $2.66B
Blackrock Inc Com
-25
- 4.01%
N/A
598 $566M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-204
- 13.15%
$168.84 - $202.89 $34.4K - $41.4K
1.35K $237M
OTIS
Otis Worldwide Corp

Industrials
-2.12K
- 13.93%
$90.77 - $104.01 $192K - $221K
13.1K $1.35B
Activity Summary
Buys All Purchases 59 New Holdings 5 Increased Positions 54 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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