Burling Wealth Partners, LLC Incresed Positions in Q2 2025

Burling Wealth Partners, LLC

  • $542 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
3.25K
+ 5.14%
$354.56 - $497.45 $1.15M - $1.61M
66.3K $33B
NVDA
Nvidia Corp

Technology
28.7K
+ 29.92%
$94.31 - $157.99 $2.7M - $4.53M
124K $19.7B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
48.6K
+ 747.34%
$100.35 - $100.71 $4.88M - $4.9M
55.1K $5.55B
AMZN
Amazon Com Inc

Consumer Cyclical
5.06K
+ 4.63%
$167.32 - $223.3 $847K - $1.13M
114K $25.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.94K
+ 68.98%
$496.48 - $617.85 $2.95M - $3.67M
14.5K $8.98B
META
Meta Platforms, Inc.

Communication Services
1.97K
+ 16.57%
$484.66 - $738.09 $954K - $1.45M
13.9K $10.2B
JPM
Jpmorgan Chase & CO

Financial Services
1.37K
+ 2.22%
$210.28 - $289.91 $287K - $396K
62.8K $18.2B
GOOGL
Alphabet Inc.

Communication Services
2.52K
+ 3.27%
$144.7 - $178.6 $365K - $450K
79.7K $14B
VTI
Vanguard Total Stock Market Et

ETFs
4.67K
+ 21.94%
$243.75 - $303.93 $1.14M - $1.42M
25.9K $7.88B
INTU
Intuit Inc

Technology
953
+ 15.3%
$544.07 - $787.63 $518K - $751K
7.18K $5.66B
RTX
Raytheon Technologies Corp

Industrials
6.43K
+ 21.86%
$113.75 - $148.48 $731K - $955K
35.8K $5.23B
AZO
Autozone Inc

Consumer Cyclical
341
+ 341.0%
$3478.38 - $3880.15 $1.19M - $1.32M
441 $1.64B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.3K
+ 14.79%
$456.74 - $568.03 $595K - $740K
10.1K $5.74B
HON
Honeywell International Inc

Industrials
2.54K
+ 8.72%
$182.86 - $232.88 $465K - $592K
31.7K $7.38B
ARES
Ares Management Corp

Financial Services
3.29K
+ 18.91%
$118.04 - $175.83 $388K - $578K
20.7K $3.58B
BX
Blackstone Inc.

Financial Services
366
+ 0.38%
$120.07 - $151.11 $43.9K - $55.3K
97.2K $14.5B
WM
Waste Management Inc

Industrials
4.55K
+ 24.02%
$216.47 - $242.1 $986K - $1.1M
23.5K $5.38B
MA
Mastercard Inc

Financial Services
1.27K
+ 7.69%
$479.92 - $590.74 $611K - $752K
17.8K $10B
Linde PLC Shs
1.93K
+ 42.94%
N/A
6.43K $3.02B
SYK
Stryker Corp

Healthcare
1.92K
+ 28.15%
$337.37 - $395.63 $646K - $758K
8.72K $3.45B
VEU
Vanguard Ftse All World Ex Us

ETFs
9.06K
+ 23.44%
$54.19 - $67.22 $491K - $609K
47.7K $3.21B
CRM
Salesforce, Inc.

Technology
2.57K
+ 12.97%
$236.26 - $291.15 $606K - $747K
22.3K $6.09B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
25.9K
+ 38.28%
$32.56 - $35.71 $844K - $925K
93.6K $3.09B
IVV
Ishares Core S&P 500 ETF

ETFs
953
+ 40.61%
$498.8 - $620.9 $475K - $592K
3.3K $2.05B
NFLX
Netflix Inc

Communication Services
444
+ 145.1%
$855.86 - $1339.13 $380K - $595K
750 $1B
LLY
Eli Lilly & CO

Healthcare
1.42K
+ 15.74%
$713.71 - $898.95 $1.01M - $1.27M
10.4K $8.11B
NDAQ
Nasdaq, Inc.

Financial Services
4.29K
+ 20.1%
$66.4 - $89.42 $285K - $384K
25.7K $2.29B
TJX
Tjx Companies Inc

Consumer Cyclical
4.33K
+ 13.98%
$119.13 - $135.03 $516K - $585K
35.3K $4.36B
ZTS
Zoetis Inc.

Healthcare
4.88K
+ 21.96%
$144.41 - $170.3 $705K - $831K
27.1K $4.23B
XOM
Exxon Mobil Corp

Energy
6.97K
+ 34.18%
$99.93 - $119.04 $696K - $829K
27.4K $2.95B
PLD
Prologis, Inc.

Real Estate
5.73K
+ 32.96%
$89.76 - $112.34 $514K - $644K
23.1K $2.43B
TMUS
T Mobile Us, Inc.

Communication Services
3.87K
+ 24.91%
$220.99 - $268.54 $854K - $1.04M
19.4K $4.62B
RGA
Reinsurance Group Of America Inc

Financial Services
2.28K
+ 19.01%
$168.32 - $209.71 $384K - $478K
14.3K $2.83B
ABT
Abbott Laboratories

Healthcare
1.25K
+ 1.49%
$123.95 - $138.08 $155K - $172K
85.3K $11.6B
ROP
Roper Technologies Inc

Industrials
1.1K
+ 11.83%
$519.19 - $590.78 $570K - $649K
10.4K $5.88B
SPSB
Spdr Portfolio Short Term Corp

ETFs
12.7K
+ 9.65%
$29.82 - $30.19 $380K - $384K
145K $4.37B
HD
Home Depot, Inc.

Consumer Cyclical
987
+ 9.48%
$335.24 - $380.78 $331K - $376K
11.4K $4.18B
NEE
Nextera Energy Inc

Utilities
6.14K
+ 9.62%
$64.11 - $75.0 $394K - $461K
70K $4.86B
Veralto Corp Com Shs
1.46K
+ 4.51%
N/A
33.8K $3.41B
LOW
Lowes Companies Inc

Consumer Cyclical
1.13K
+ 62.04%
$210.83 - $235.28 $239K - $267K
2.96K $657M
QQQ
Invesco Qqq Trust, Series 1

ETFs
265
+ 52.58%
$416.06 - $551.64 $110K - $146K
769 $424M
SU
Suncor Energy Inc

Energy
5.85K
+ 15.93%
$31.54 - $41.04 $185K - $240K
42.6K $1.59B
RSP
Invesco S&P 500 Equal Weight E

ETFs
48
+ 0.83%
$152.93 - $181.74 $7.34K - $8.72K
5.83K $1.06B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.35K
+ 1616.79%
$87.84 - $1441.89 $558K - $9.16M
6.75K $608M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
176
+ 1.02%
$17.76 - $22.1 $3.13K - $3.89K
17.4K $386M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
151
+ 1.9%
$51.16 - $62.02 $7.73K - $9.37K
8.11K $503M
FAST
Fastenal CO

Industrials
4.96K
+ 100.0%
$40.65 - $83.16 $202K - $413K
9.93K $417M
SCHX
Schwab Strategic Tr Us Large C

ETFs
66
+ 0.55%
$19.6 - $24.44 $1.29K - $1.61K
12.1K $295M
GLD
Spdr Gold Trust

ETFs
14
+ 1.0%
$273.71 - $316.29 $3.83K - $4.43K
1.41K $430M
Activity Summary
Buys All Purchases 72 New Holdings 17 Increased Positions 55 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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