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
QCOM
Qualcomm Inc

Technology
5.41K
New
$150.4 - $178.04 $813K - $963K
5.41K $831M
Brookfield Corp Cl A LTD Vt Sh
14.4K
New
N/A
14.4K $825M
TDG
Trans Digm Group Inc

Industrials
622
New
$1239.0 - $1442.53 $771K - $897K
622 $788M
VXF
Vanguard Extended Market ETF

ETFs
4.08K
New
$179.17 - $207.15 $731K - $845K
4.08K $775M
IBM
International Business Machines Corp

Technology
3.5K
New
$204.9 - $238.04 $717K - $833K
3.5K $769M
SBUX
Starbucks Corp

Consumer Cyclical
8.23K
New
$87.44 - $102.5 $720K - $844K
8.23K $751M
Arista Networks Inc Com Shs
6.4K
New
N/A
6.4K $707M
VV
Vanguard Large Cap ETF

ETFs
2.58K
New
$260.27 - $280.65 $670K - $723K
2.58K $695M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.65K
New
$370.24 - $418.94 $611K - $691K
1.65K $662M
CMCSA
Comcast Corp

Communication Services
17.4K
New
$37.39 - $45.14 $651K - $785K
17.4K $653M
BDX
Becton Dickinson & CO

Healthcare
2.68K
New
$220.02 - $243.75 $589K - $652K
2.68K $607M
TXN
Texas Instruments Inc

Technology
3.16K
New
N/A
3.16K $592M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.75K
New
$55.73 - $66.16 $543K - $645K
9.75K $588M
ISRG
Intuitive Surgical Inc

Healthcare
1.12K
New
$471.27 - $550.62 $527K - $616K
1.12K $584M
FAST
Fastenal CO

Industrials
7.76K
New
$69.99 - $84.35 $543K - $655K
7.76K $558M
XLK
Technology Sector Spdr

ETFs
2.38K
New
$220.26 - $241.44 $523K - $573K
2.38K $552M
FIS
Fidelity National Information Services, Inc.

Technology
6.76K
New
$80.14 - $90.95 $542K - $615K
6.76K $546M
KO
Coca Cola CO

Consumer Defensive
8.66K
New
$61.74 - $71.71 $535K - $621K
8.66K $539M
ADI
Analog Devices Inc

Technology
2.43K
New
$206.35 - $236.48 $501K - $574K
2.43K $515M
TMO
Thermo Fisher Scientific Inc.

Healthcare
976
New
$501.29 - $612.85 $489K - $598K
976 $508M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
396
New
$1146.59 - $1270.6 $454K - $503K
396 $470M
LOW
Lowes Companies Inc

Consumer Cyclical
1.89K
New
$244.52 - $284.07 $462K - $536K
1.89K $466M
MTD
Mettler Toledo International Inc

Healthcare
380
New
$1160.67 - $1498.12 $441K - $569K
380 $465M
ANSS
Ansys Inc

Technology
1.36K
New
$313.05 - $361.45 $424K - $490K
1.36K $457M
ADP
Automatic Data Processing Inc

Industrials
1.54K
New
$280.08 - $307.97 $430K - $473K
1.54K $449M
TRGP
Targa Resources Corp.

Energy
2.33K
New
$150.58 - $207.69 $351K - $485K
2.33K $417M
OWL
Blue Owl Capital Inc.

Financial Services
17.5K
New
$19.51 - $24.81 $342K - $434K
17.5K $407M
VBR
Vanguard Small Cap Value ETF

ETFs
1.99K
New
$197.36 - $217.3 $393K - $432K
1.99K $394M
ACN
Accenture PLC

Technology
1.1K
New
$343.9 - $376.86 $379K - $415K
1.1K $388M
CB
Chubb LTD

Financial Services
1.38K
New
$271.57 - $301.89 $373K - $415K
1.38K $380M
WMT
Walmart Inc.

Consumer Defensive
4.16K
New
$79.1 - $95.7 $329K - $398K
4.16K $376M
PANW
Palo Alto Networks Inc

Technology
2.04K
New
$181.96 - $405.9 $372K - $829K
2.04K $372M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.74K
New
$61.68 - $67.87 $354K - $389K
5.74K $358M
CAT
Caterpillar Inc

Industrials
970
New
$360.37 - $416.88 $350K - $404K
970 $352M
GLD
Spdr Gold Trust

ETFs
1.42K
New
$236.59 - $257.5 $336K - $366K
1.42K $344M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.8K
New
$18.41 - $40.87 $327K - $727K
17.8K $329M
CSX
Csx Corp

Industrials
10.1K
New
$31.58 - $36.88 $318K - $371K
10.1K $325M
LNG
Cheniere Energy, Inc.

Energy
1.49K
New
$181.07 - $225.92 $269K - $336K
1.49K $320M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.58K
New
$87.25 - $95.52 $312K - $342K
3.58K $316M
CTAS
Cintas Corp

Industrials
1.73K
New
$182.7 - $226.47 $316K - $391K
1.73K $316M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.55K
New
$178.39 - $215.0 $277K - $333K
1.55K $299M
AEP
American Electric Power CO Inc

Utilities
3.15K
New
$90.91 - $102.21 $286K - $322K
3.15K $291M
VNQ
Vanguard Specialized Funds Van

ETFs
3.26K
New
$87.85 - $98.6 $286K - $321K
3.26K $290M
SCHX
Schwab Strategic Tr Us Large C

ETFs
12K
New
$22.4 - $68.28 $269K - $819K
12K $278M
NFLX
Netflix Inc

Communication Services
303
New
$687.65 - $936.56 $208K - $284K
303 $270M
WDAY
Workday, Inc.

Technology
1.02K
New
$233.85 - $279.91 $239K - $286K
1.02K $264M
ARCC
Ares Capital Corp

Financial Services
12K
New
$20.74 - $22.27 $249K - $268K
12K $263M
HWM
Howmet Aerospace Inc.

Industrials
2.39K
New
$99.72 - $120.09 $238K - $287K
2.39K $261M
QQQ
Invesco Qqq Trust, Series 1

ETFs
504
New
$481.22 - $538.17 $243K - $271K
504 $258M
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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