Burling Wealth Partners, LLC Sells in Q1 2025

Burling Wealth Partners, LLC

  • $475 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
-55
- 4.92%
$476.63 - $610.45 $26.2K - $33.6K
1.06K $527M
AEP
American Electric Power CO Inc

Utilities
-975
- 30.95%
$90.32 - $109.27 $88.1K - $107K
2.18K $238M
KO
Coca Cola CO

Consumer Defensive
-1.85K
- 21.35%
$60.81 - $72.32 $112K - $134K
6.81K $488M
SBUX
Starbucks Corp

Consumer Cyclical
-1K
- 12.15%
$91.75 - $115.81 $91.8K - $116K
7.23K $709M
WDAY
Workday, Inc.

Technology
-69
- 6.74%
$233.53 - $277.82 $16.1K - $19.2K
954 $223M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-38
- 3.89%
$497.6 - $606.74 $18.9K - $23.1K
938 $467M
LOW
Lowes Companies Inc

Consumer Cyclical
-60
- 3.18%
$222.66 - $268.42 $13.4K - $16.1K
1.83K $426M
QCOM
Qualcomm Inc

Technology
-235
- 4.35%
$151.94 - $175.86 $35.7K - $41.3K
5.17K $794M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.07K
- 3.88%
$42.5 - $46.71 $87.8K - $96.5K
51.2K $2.32B
MCD
Mcdonalds Corp

Consumer Cyclical
-793
- 7.86%
$279.74 - $321.29 $222K - $255K
9.29K $2.9B
WMT
Walmart Inc.

Consumer Defensive
-100
- 2.4%
$84.5 - $105.05 $8.45K - $10.5K
4.06K $357M
ARCC
Ares Capital Corp

Financial Services
-1K
- 8.32%
$21.28 - $23.81 $21.3K - $23.8K
11K $244M
BDX
Becton Dickinson & CO

Healthcare
-100
- 3.74%
$222.79 - $249.08 $22.3K - $24.9K
2.58K $590M
SPGI
S&P Global Inc.

Financial Services
-82
- 3.26%
$478.26 - $543.77 $39.2K - $44.6K
2.44K $1.24B
ADP
Automatic Data Processing Inc

Industrials
-112
- 7.3%
$286.85 - $318.64 $32.1K - $35.7K
1.42K $435M
AMGN
Amgen Inc

Healthcare
-154
- 16.58%
$258.59 - $327.36 $39.8K - $50.4K
775 $241M
BR
Broadridge Financial Solutions, Inc.

Technology
-435
- 6.45%
$221.46 - $244.83 $96.3K - $107K
6.31K $1.53B
LNG
Cheniere Energy, Inc.

Energy
-59
- 3.97%
$209.32 - $253.66 $12.3K - $15K
1.43K $331M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-512
- 2.88%
$18.36 - $20.51 $9.4K - $10.5K
17.3K $342M
DE
Deere & CO

Industrials
-16
- 3.02%
$408.57 - $509.27 $6.54K - $8.15K
514 $241M
CVX
Chevron Corp

Energy
-2.06K
- 12.55%
$146.71 - $167.97 $302K - $345K
14.3K $2.4B
FISV
Fiserv Inc

Technology
-347
- 4.89%
N/A
6.75K $1.49B
TRGP
Targa Resources Corp.

Energy
-91
- 3.9%
$178.44 - $217.22 $16.2K - $19.8K
2.24K $450M
TDG
Trans Digm Group Inc

Industrials
-14
- 2.25%
$1251.32 - $1394.11 $17.5K - $19.5K
608 $841M
GLD
Spdr Gold Trust

ETFs
-24
- 1.69%
$243.19 - $288.14 $5.84K - $6.92K
1.4K $402M
CAH
Cardinal Health Inc

Healthcare
-611
- 8.05%
$118.02 - $137.77 $72.1K - $84.2K
6.98K $961M
CME
Cme Group Inc.

Financial Services
-2.81K
- 11.19%
$225.82 - $266.54 $635K - $749K
22.3K $5.92B
IBM
International Business Machines Corp

Technology
-43
- 1.23%
$217.4 - $264.74 $9.35K - $11.4K
3.46K $860M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-3
- 0.76%
$1187.71 - $1432.58 $3.56K - $4.3K
393 $563M
VEU
Vanguard Ftse All World Ex Us

ETFs
-360
- 0.92%
$56.51 - $62.98 $20.3K - $22.7K
38.7K $2.34B
AMT
American Tower Corp

Real Estate
-3.33K
- 12.87%
$173.46 - $217.6 $578K - $725K
22.6K $4.91B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-146
- 0.6%
$56.12 - $68.15 $8.19K - $9.95K
24.1K $1.63B
V
Visa Inc.

Financial Services
-451
- 3.73%
$306.92 - $362.71 $138K - $164K
11.6K $4.07B
ABT
Abbott Laboratories

Healthcare
-364
- 0.43%
$111.1 - $140.22 $40.4K - $51K
84.1K $11.2B
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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