Burling Wealth Partners, LLC Purchases and Sells in Q2 2025

Burling Wealth Partners, LLC

$542 Billion
Q2 2025

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	3.25K + 5.14%	$354.56 - $497.45 $1.15M - $1.61M	66.3K $33B
NVDA	28.7K + 29.92%	$94.31 - $157.99 $2.7M - $4.53M	124K $19.7B
SGOV	48.6K + 747.34%	$100.35 - $100.71 $4.88M - $4.9M	55.1K $5.55B
AMZN	5.06K + 4.63%	$167.32 - $223.3 $847K - $1.13M	114K $25.1B
SPY	5.94K + 68.98%	$496.48 - $617.85 $2.95M - $3.67M	14.5K $8.98B
META	1.97K + 16.57%	$484.66 - $738.09 $954K - $1.45M	13.9K $10.2B

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHV	30.2K New	$110.06 - $110.46 $3.32M - $3.34M	30.2K $3.34B
TYL	2.68K New	$521.68 - $592.84 $1.4M - $1.59M	2.68K $1.59B
NET	6.11K New	$97.08 - $195.83 $593K - $1.2M	6.11K $1.2B
AMD	6.06K New	$78.21 - $143.81 $474K - $872K	6.06K $860M
VRT	5.31K New	N/A	5.31K $682M
VTEB	13.1K New	$48.13 - $49.85 $632K - $655K	13.1K $644M

Top Sells

Reduced Positions

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ELV	-2.11K - 59.78%	$372.27 - $452.69 $785K - $955K	1.42K $552M
MRK	-6.23K - 13.53%	$73.47 - $87.12 $458K - $543K	39.8K $3.15B
OKE	-4.21K - 14.05%	$78.71 - $100.37 $331K - $423K	25.7K $2.1B
AZN	-9.89K - 20.97%	$64.87 - $75.0 $641K - $742K	37.3K $2.6B
UNP	-2.28K - 15.02%	$208.27 - $238.46 $475K - $543K	12.9K $2.97B
JNJ	-1.88K - 8.17%	$146.36 - $159.82 $275K - $300K	21.1K $3.23B

Activity Summary All Purchases 72 New Holdings 17 Increased Positions 55 All Sells 81 Reductions 81 Sold out 0 Calls 0 Puts 0

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