Burling Wealth Partners, LLC Portfolio Holdings

Burling Wealth Partners, LLC

  • $475 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$25.6 Billion 5.39% of portfolio
115,167
Q1 2025 Reduced 3.03%
$2.95T
$23.7 Billion 4.99% of portfolio
63,100
Q1 2025 Added 1.9%
$1.88T
$20.8 Billion 4.38% of portfolio
109,257
Q1 2025 Added 1.41%
$0
$17.8 Billion 3.75% of portfolio
68,948
Q1 2025 Reduced 2.26%
$718B
$15.1 Billion 3.17% of portfolio
61,450
Q1 2025 Added 1.47%
$93.4B
$13.5 Billion 2.85% of portfolio
96,830
Q1 2025 Added 1.17%
$0
$13.5 Billion 2.83% of portfolio
128,665
Q1 2025 Reduced 2.34%
$0
$12.7 Billion 2.67% of portfolio
57,161
Q1 2025 Added 2.93%
$957B
$11.9 Billion 2.51% of portfolio
77,174
Q1 2025 Reduced 1.21%
$229B
$11.2 Billion 2.35% of portfolio
84,099
Q1 2025 Reduced 0.43%
$271B
$10.4 Billion 2.19% of portfolio
95,817
Q1 2025 Added 10.39%
$345B
$9.24 Billion 1.94% of portfolio
44,078
Q1 2025 Added 10.45%
$523B
$9.08 Billion 1.91% of portfolio
16,564
Q1 2025 Added 2.4%
$694B
$7.48 Billion 1.58% of portfolio
14,047
Q1 2025 Added 2.85%
$979B
$7.51 Billion 1.58% of portfolio
48,042
Q1 2025 Added 5.02%
$854B
$7.42 Billion 1.56% of portfolio
8,988
Q1 2025 Added 10.04%
$0
$6.16 Billion 1.3% of portfolio
30,895
Q1 2025 Added 1.18%
$142B
$6.17 Billion 1.3% of portfolio
29,141
Q1 2025 Added 10.23%
$99.6B
$5.92 Billion 1.25% of portfolio
22,306
Q1 2025 Reduced 11.19%
$385B
$5.89 Billion 1.24% of portfolio
34,569
Q1 2025 Reduced 3.98%
$0
$5.84 Billion 1.23% of portfolio
21,260
Q1 2025 Added 0.53%
$59.4B
$5.47 Billion 1.15% of portfolio
9,281
Q1 2025 Added 9.63%
$269B
$5.31 Billion 1.12% of portfolio
19,778
Q1 2025 Added 6.95%
$145B
$5.3 Billion 1.12% of portfolio
25,849
Q1 2025 Added 1.86%
$112B
$5.05 Billion 1.06% of portfolio
20,700
Q1 2025 Added 4.68%
$105B
$4.91 Billion 1.03% of portfolio
22,566
Q1 2025 Reduced 12.87%
$0
$4.81 Billion 1.01% of portfolio
8,606
Q1 2025 Added 5.22%
$0
$4.53 Billion 0.95% of portfolio
8,806
Q1 2025 Added 19.42%
$131B
$4.53 Billion 0.95% of portfolio
63,842
Q1 2025 Added 8.36%
$95.8B
$4.39 Billion 0.92% of portfolio
18,962
Q1 2025 Added 53.79%
$216B
$4.13 Billion 0.87% of portfolio
46,052
Q1 2025 Reduced 18.32%
$73.7B
$4.15 Billion 0.87% of portfolio
16,737
Q1 2025 Reduced 29.42%
$307B
$4.14 Billion 0.87% of portfolio
15,519
Q1 2025 Added 34.94%
$440B
$4.1 Billion 0.86% of portfolio
4,334
Q1 2025 Added 0.86%
$565B
$4.07 Billion 0.86% of portfolio
11,627
Q1 2025 Reduced 3.73%
$0
$3.97 Billion 0.84% of portfolio
131,932
Q1 2025 Added 56.05%
$185B
$3.9 Billion 0.82% of portfolio
29,413
Q1 2025 Added 16.34%
$177B
$3.83 Billion 0.81% of portfolio
6,230
Q1 2025 Added 33.03%
$149B
$3.78 Billion 0.8% of portfolio
31,007
Q1 2025 Added 19.27%
$369B
$3.82 Billion 0.8% of portfolio
10,410
Q1 2025 Added 2.93%
$409B
$3.82 Billion 0.8% of portfolio
23,011
Q1 2025 Reduced 14.86%
$24.1B
$3.73 Billion 0.78% of portfolio
33,865
Q1 2025 Added 31.57%
$73.2B
$3.66 Billion 0.77% of portfolio
22,220
Q1 2025 Added 76.62%
$133B
$3.58 Billion 0.75% of portfolio
15,175
Q1 2025 Reduced 18.44%
$222B
$3.47 Billion 0.73% of portfolio
47,162
Q1 2025 Reduced 20.69%
Veralto Corp Com Shs
-
$3.15 Billion 0.66% of portfolio
-
Q1 2025 Added 60.19%
$93.8B
$3.06 Billion 0.65% of portfolio
17,760
Q1 2025 Added 0.21%
$36.7B
$2.97 Billion 0.63% of portfolio
29,954
Q1 2025 Reduced 5.34%
$0
$2.98 Billion 0.63% of portfolio
58,605
Q1 2025 Added 17.46%

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $475 Billion
  • Prior Value $490 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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