Burling Wealth Partners, LLC Reduced Holdings in Q2 2025

Burling Wealth Partners, LLC

  • $542 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ARCC
Ares Capital Corp

Financial Services
-738
- 6.69%
$18.91 - $22.43 $14K - $16.6K
10.3K $226M
ECL
Ecolab Inc.

Basic Materials
-315
- 7.4%
$225.65 - $270.95 $71.1K - $85.3K
3.94K $1.06B
TXN
Texas Instruments Inc

Technology
-414
- 16.4%
N/A
2.11K $438M
WMT
Walmart Inc.

Consumer Defensive
-550
- 13.53%
$81.79 - $99.98 $45K - $55K
3.51K $344M
LNG
Cheniere Energy, Inc.

Energy
-116
- 8.12%
$197.25 - $244.33 $22.9K - $28.3K
1.31K $320M
ADP
Automatic Data Processing Inc

Industrials
-37
- 2.6%
$276.76 - $326.81 $10.2K - $12.1K
1.39K $427M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.15K
- 11.79%
$45.98 - $56.15 $52.8K - $64.5K
8.6K $483M
ADI
Analog Devices Inc

Technology
-284
- 14.02%
$164.6 - $238.02 $46.7K - $67.6K
1.74K $415M
HWM
Howmet Aerospace Inc.

Industrials
-662
- 27.75%
$112.33 - $186.13 $74.4K - $123K
1.72K $321M
IWR
Ishares Russell Mid Cap ETF

ETFs
-225
- 4.54%
$74.88 - $91.97 $16.8K - $20.7K
4.73K $435M
Blackrock Inc Com
-29
- 4.85%
N/A
569 $597M
CAH
Cardinal Health Inc

Healthcare
-1.01K
- 14.41%
$125.0 - $168.0 $126K - $169K
5.97K $1B
DELL
Dell Technologies Inc.

Technology
-1.88K
- 20.57%
$71.63 - $125.98 $135K - $237K
7.27K $892M
VXF
Vanguard Extended Market ETF

ETFs
-79
- 1.9%
$150.43 - $192.71 $11.9K - $15.2K
4.08K $786M
MLM
Martin Marietta Materials Inc

Basic Materials
-82
- 5.01%
$452.51 - $568.19 $37.1K - $46.6K
1.56K $854M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-64
- 2.96%
$320.42 - $424.58 $20.5K - $27.2K
2.1K $892M
IBM
International Business Machines Corp

Technology
-147
- 4.25%
$221.03 - $294.78 $32.5K - $43.3K
3.31K $976M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-42
- 13.68%
$4164.15 - $5789.24 $175K - $243K
265 $1.53B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.29K
- 2.53%
$39.89 - $49.46 $51.6K - $64K
49.9K $2.47B
ICE
Intercontinental Exchange, Inc.

Financial Services
-238
- 1.34%
$151.62 - $183.47 $36.1K - $43.7K
17.5K $3.21B
PH
Parker Hannifin Corp

Industrials
-53
- 2.35%
$517.23 - $700.54 $27.4K - $37.1K
2.21K $1.54B
DIS
Walt Disney CO

Communication Services
-1.23K
- 9.51%
$81.72 - $124.01 $101K - $153K
11.7K $1.45B
CSCO
Cisco Systems, Inc.

Technology
-1.03K
- 2.99%
$53.19 - $69.38 $54.6K - $71.2K
33.3K $2.31B
GS
Goldman Sachs Group Inc

Financial Services
-225
- 9.77%
$462.22 - $707.75 $104K - $159K
2.08K $1.47B
VEA
Vanguard Ftse Developed Market

ETFs
-1.7K
- 2.9%
$45.65 - $57.01 $77.7K - $97K
56.9K $3.24B
MCHP
Microchip Technology Inc

Technology
-3.54K
- 13.97%
$35.34 - $71.6 $125K - $253K
21.8K $1.53B
IWM
Ishares Russell 2000 ETF

ETFs
-497
- 1.61%
$174.82 - $215.79 $86.9K - $107K
30.4K $6.56B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.46K
- 1.14%
$90.56 - $109.49 $132K - $160K
127K $13.9B
VB
Vanguard Small Cap ETF

ETFs
-1.33K
- 2.33%
$193.73 - $237.37 $257K - $315K
55.8K $13.2B
VO
Vanguard Mid Cap ETF

ETFs
-74
- 0.11%
$228.54 - $279.83 $16.9K - $20.7K
68.9K $19.3B
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
Track This Portfolio

Track Burling Wealth Partners, LLC Portfolio

Follow Burling Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burling Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burling Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email