Burling Wealth Partners, LLC Purchases and Sells in Q3 2025

Burling Wealth Partners, LLC

$604 Billion
Q3 2025

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	13.4K + 92.42%	$617.65 - $666.84 $8.3M - $8.96M	28K $18.6B
AAPL	1.67K + 1.43%	$202.38 - $256.87 $337K - $428K	118K $30.1B
NVDA	3.99K + 3.2%	$153.3 - $186.58 $611K - $744K	128K $24B
GOOG	1.14K + 2.29%	$175.16 - $255.24 $200K - $291K	51.1K $12.4B
SHV	30.9K + 102.18%	$110.06 - $110.49 $3.4M - $3.41M	61.1K $6.75B
IWF	5.14K + 244.57%	$420.11 - $472.68 $2.16M - $2.43M	7.24K $3.39B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ETN	6.93K New	$342.99 - $392.76 $2.38M - $2.72M	6.93K $2.59B
VANGUARD 0-3 MONTH TREASURY BILL ETF	18K New	N/A	18K $1.36B
TFLO	16.7K New	$50.45 - $50.65 $845K - $848K	16.7K $847M
VCSH	10.5K New	$78.96 - $80.04 $830K - $842K	10.5K $840M
EFA	4.11K New	$87.29 - $93.61 $359K - $385K	4.11K $384M
ESGU	2.2K New	$134.94 - $145.86 $297K - $321K	2.2K $320M

Top Sells

Reduced Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	-28.2K - 51.21%	$100.37 - $100.74 $2.83M - $2.84M	26.9K $2.71B
KDP	-81.4K - 86.97%	$25.5 - $35.2 $2.08M - $2.87M	12.2K $311M
AMT	-4.01K - 20.18%	$192.32 - $232.35 $771K - $932K	15.9K $3.05B
CME	-3.61K - 17.73%	$258.83 - $287.1 $933K - $1.04M	16.7K $4.52B
PG	-4.53K - 13.55%	$150.47 - $161.22 $681K - $730K	28.9K $4.44B
OKE	-6.93K - 26.92%	$71.36 - $83.47 $494K - $578K	18.8K $1.37B

Activity Summary All Purchases 66 New Holdings 12 Increased Positions 54 All Sells 85 Reductions 85 Sold out 0 Calls 0 Puts 0

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