Burling Wealth Partners, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $475 Billion distributed in 165 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.6B, Microsoft Corp with a value of $23.7B, Amazon Com Inc with a value of $20.8B, Vanguard Mid Cap ETF with a value of $17.8B, and Jpmorgan Chase & CO with a value of $15.1B.
Examining the 13F form we can see an decrease of $15.1B in the current position value, from $490B to 475B.
Burling Wealth Partners, LLC is based out at Chicago, IL
Below you can find more details about Burling Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$475 Billion
ETFs: $92.3 Billion
Technology: $83 Billion
Financial Services: $75.3 Billion
Healthcare: $57.3 Billion
Consumer Cyclical: $36.4 Billion
Industrials: $36.1 Billion
Communication Services: $32.2 Billion
Consumer Defensive: $20.6 Billion
Other: $31.9 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
