Burling Wealth Partners, LLC New Holdings in Q4 2024

Burling Wealth Partners, LLC

  • $490 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CHD
Church & Dwight CO Inc

Consumer Defensive
25.7K
New
$99.11 - $112.25 $2.55M - $2.89M
25.7K $2.7B
ICE
Intercontinental Exchange, Inc.

Financial Services
17.7K
New
$148.29 - $166.93 $2.63M - $2.96M
17.7K $2.64B
TMUS
T Mobile Us, Inc.

Communication Services
11.5K
New
$206.1 - $246.94 $2.37M - $2.84M
11.5K $2.54B
SPSB
Spdr Portfolio Short Term Corp

ETFs
84.5K
New
$29.77 - $30.19 $2.52M - $2.55M
84.5K $2.52B
WM
Waste Management Inc

Industrials
12.3K
New
$201.79 - $228.46 $2.49M - $2.82M
12.3K $2.49B
CSCO
Cisco Systems, Inc.

Technology
42K
New
$52.45 - $60.02 $2.2M - $2.52M
42K $2.49B
VEA
Vanguard Ftse Developed Market

ETFs
49.9K
New
$47.57 - $52.44 $2.37M - $2.62M
49.9K $2.39B
CVX
Chevron Corp

Energy
16.4K
New
$141.15 - $162.53 $2.31M - $2.66M
16.4K $2.37B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
53.3K
New
$44.04 - $49.49 $2.35M - $2.64M
53.3K $2.35B
VEU
Vanguard Ftse All World Ex Us

ETFs
39K
New
$57.29 - $63.1 $2.24M - $2.46M
39K $2.24B
ORCL
Oracle Corp

Technology
12.8K
New
$165.41 - $192.43 $2.11M - $2.46M
12.8K $2.13B
Veralto Corp Com Shs
20.2K
New
N/A
20.2K $2.06B
ZTS
Zoetis Inc.

Healthcare
12.6K
New
$162.24 - $194.42 $2.04M - $2.45M
12.6K $2.05B
SHW
Sherwin Williams CO

Basic Materials
6.01K
New
$338.75 - $399.71 $2.04M - $2.4M
6.01K $2.04B
CARR
Carrier Global Corp

Industrials
29.9K
New
$66.69 - $82.65 $2M - $2.47M
29.9K $2.04B
MCHP
Microchip Technology Inc

Technology
35K
New
$55.51 - $79.05 $1.94M - $2.77M
35K $2.01B
SYK
Stryker Corp

Healthcare
5.37K
New
$345.14 - $392.15 $1.85M - $2.11M
5.37K $1.93B
EQIX
Equinix Inc

Real Estate
1.83K
New
$865.69 - $985.0 $1.58M - $1.8M
1.83K $1.72B
IRM
Iron Mountain Inc

Real Estate
15.7K
New
$101.62 - $128.14 $1.6M - $2.01M
15.7K $1.65B
XOM
Exxon Mobil Corp

Energy
15.3K
New
$105.51 - $125.37 $1.62M - $1.92M
15.3K $1.65B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
7K
New
$193.7 - $235.05 $1.36M - $1.64M
7K $1.6B
BKNG
Booking Holdings Inc.

Consumer Cyclical
321
New
$4100.99 - $5300.34 $1.32M - $1.7M
321 $1.59B
LHX
L3 Harris Technologies, Inc.

Industrials
7.58K
New
$208.94 - $264.22 $1.58M - $2M
7.58K $1.59B
WEC
Wec Energy Group, Inc.

Utilities
16.9K
New
$92.94 - $101.82 $1.57M - $1.72M
16.9K $1.59B
JEPI
J P Morgan Exchange Traded Fd

ETFs
26.9K
New
$57.53 - $60.83 $1.55M - $1.64M
26.9K $1.55B
BR
Broadridge Financial Solutions, Inc.

Technology
6.75K
New
$209.64 - $236.44 $1.41M - $1.6M
6.75K $1.53B
PLD
Prologis, Inc.

Real Estate
14.2K
New
$101.4 - $126.96 $1.44M - $1.81M
14.2K $1.51B
FISV
Fiserv Inc

Technology
7.1K
New
N/A
7.1K $1.46B
MDLZ
Mondelez International, Inc.

Consumer Defensive
24.2K
New
$59.25 - $72.99 $1.44M - $1.77M
24.2K $1.45B
OTIS
Otis Worldwide Corp

Industrials
15.2K
New
$92.57 - $106.01 $1.41M - $1.61M
15.2K $1.41B
DIS
Walt Disney CO

Communication Services
12.6K
New
$92.39 - $117.6 $1.16M - $1.48M
12.6K $1.4B
RGA
Reinsurance Group Of America Inc

Financial Services
6.5K
New
$201.26 - $231.95 $1.31M - $1.51M
6.5K $1.39B
GS
Goldman Sachs Group Inc

Financial Services
2.39K
New
$486.1 - $608.57 $1.16M - $1.45M
2.39K $1.37B
Linde PLC Shs
3.15K
New
N/A
3.15K $1.32B
NDAQ
Nasdaq, Inc.

Financial Services
16.7K
New
$70.87 - $83.05 $1.18M - $1.39M
16.7K $1.29B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
40K
New
$31.24 - $37.15 $1.25M - $1.49M
40K $1.28B
SPGI
S&P Global Inc.

Financial Services
2.52K
New
$480.36 - $529.17 $1.21M - $1.33M
2.52K $1.25B
ECL
Ecolab Inc.

Basic Materials
5.05K
New
$234.32 - $261.43 $1.18M - $1.32M
5.05K $1.18B
ADBE
Adobe Inc.

Technology
2.64K
New
$437.39 - $552.96 $1.15M - $1.46M
2.64K $1.17B
DELL
Dell Technologies Inc.

Technology
9.83K
New
$111.96 - $144.21 $1.1M - $1.42M
9.83K $1.13B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.98K
New
$563.99 - $620.12 $1.12M - $1.23M
1.98K $1.13B
Te Connectivity PLC Ord Shs
7.87K
New
N/A
7.87K $1.13B
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.3K
New
$174.22 - $187.62 $1.1M - $1.18M
6.3K $1.1B
IVV
Ishares Core S&P 500 ETF

ETFs
1.86K
New
$570.51 - $610.59 $1.06M - $1.14M
1.86K $1.09B
AMP
Ameriprise Financial Inc

Financial Services
1.88K
New
$473.15 - $574.01 $890K - $1.08M
1.88K $1B
MLM
Martin Marietta Materials Inc

Basic Materials
1.84K
New
$516.5 - $619.58 $952K - $1.14M
1.84K $952M
CAH
Cardinal Health Inc

Healthcare
7.59K
New
$107.89 - $125.33 $819K - $951K
7.59K $898M
SCHW
Schwab Charles Corp

Financial Services
12.1K
New
$63.31 - $82.85 $765K - $1M
12.1K $894M
SU
Suncor Energy Inc

Energy
24.1K
New
$34.5 - $41.53 $833K - $1M
24.1K $861M
Activity Summary
Buys All Purchases 164 New Holdings 164 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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