Burling Wealth Partners, LLC Portfolio Holdings

Burling Wealth Partners, LLC

  • $475 Billion
  • Q1 2025

Burling Wealth Partners, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $475 Billion distributed in 165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.6B, Microsoft Corp with a value of $23.7B, Amazon Com Inc with a value of $20.8B, Vanguard Mid Cap ETF with a value of $17.8B, and Jpmorgan Chase & CO with a value of $15.1B.

Examining the 13F form we can see an decrease of $15.1B in the current position value, from $490B to 475B.

Burling Wealth Partners, LLC is based out at Chicago, IL

Below you can find more details about Burling Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $475 Billion
ETFs: $92.3 Billion
Technology: $83 Billion
Financial Services: $75.3 Billion
Healthcare: $57.3 Billion
Consumer Cyclical: $36.4 Billion
Industrials: $36.1 Billion
Communication Services: $32.2 Billion
Consumer Defensive: $20.6 Billion
Other: $31.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.9B
$1.94 Billion 0.41% of portfolio
17,383
Q1 2025 Added 22.05%
$89.1B
$1.89 Billion 0.4% of portfolio
5,411
Q1 2025 Reduced 9.98%
$558B
$1.71 Billion 0.36% of portfolio
12,217
Q1 2025 Reduced 4.25%
$281B
$1.61 Billion 0.34% of portfolio
3,082
Q1 2025 Reduced 67.1%
$42.6B
$1.62 Billion 0.34% of portfolio
21,365
Q1 2025 Added 27.93%
$93.9B
$1.63 Billion 0.34% of portfolio
24,078
Q1 2025 Reduced 0.6%
$89.9B
$1.53 Billion 0.32% of portfolio
3,528
Q1 2025 Reduced 53.21%
$37.1B
$1.53 Billion 0.32% of portfolio
6,313
Q1 2025 Reduced 6.45%
$79.5B
$1.49 Billion 0.31% of portfolio
6,753
Q1 2025 Reduced 4.89%
$33.3B
$1.48 Billion 0.31% of portfolio
13,561
Q1 2025 Reduced 19.55%
$212B
$1.41 Billion 0.3% of portfolio
307
Q1 2025 Reduced 4.36%
$53.2B
$1.42 Billion 0.3% of portfolio
36,719
Q1 2025 Added 52.11%
$81.1B
$1.44 Billion 0.3% of portfolio
1,766
Q1 2025 Reduced 3.44%
$85.3B
$1.37 Billion 0.29% of portfolio
2,260
Q1 2025 Reduced 35.43%
$60B
$1.4 Billion 0.29% of portfolio
22,058
Q1 2025 Reduced 26.27%
$40B
$1.35 Billion 0.28% of portfolio
13,094
Q1 2025 Reduced 13.93%
$215B
$1.28 Billion 0.27% of portfolio
12,944
Q1 2025 Added 2.82%
$168B
$1.24 Billion 0.26% of portfolio
2,436
Q1 2025 Reduced 3.26%
$221B
$1.26 Billion 0.26% of portfolio
2,303
Q1 2025 Reduced 3.56%
$37.9B
$1.23 Billion 0.26% of portfolio
25,312
Q1 2025 Reduced 27.72%
$9.77B
$1.18 Billion 0.25% of portfolio
5,853
Q1 2025 Reduced 16.36%
$48.1B
$1.09 Billion 0.23% of portfolio
5,197
Q1 2025 Reduced 31.4%
$75.8B
$1.08 Billion 0.23% of portfolio
4,257
Q1 2025 Reduced 15.65%
$177B
$926 Million 0.2% of portfolio
2,415
Q1 2025 Reduced 8.45%
$43B
$961 Million 0.2% of portfolio
6,979
Q1 2025 Reduced 8.05%
$259B
$860 Million 0.18% of portfolio
3,457
Q1 2025 Reduced 1.23%
$79.8B
$841 Million 0.18% of portfolio
608
Q1 2025 Reduced 2.25%
$30.6B
$834 Million 0.18% of portfolio
9,155
Q1 2025 Reduced 6.85%
$172B
$794 Million 0.17% of portfolio
5,172
Q1 2025 Reduced 4.35%
$34.4B
$783 Million 0.16% of portfolio
1,637
Q1 2025 Reduced 11.23%
$55.4B
$711 Million 0.15% of portfolio
1,468
Q1 2025 Reduced 21.96%
$161B
$695 Million 0.15% of portfolio
8,883
Q1 2025 Reduced 26.47%
$107B
$709 Million 0.15% of portfolio
7,230
Q1 2025 Reduced 12.15%
$48.4B
$590 Million 0.12% of portfolio
2,575
Q1 2025 Reduced 3.74%
$5.73B
$563 Million 0.12% of portfolio
393
Q1 2025 Reduced 0.76%
$182B
$527 Million 0.11% of portfolio
1,064
Q1 2025 Reduced 4.92%
$157B
$467 Million 0.1% of portfolio
938
Q1 2025 Reduced 3.89%
$302B
$488 Million 0.1% of portfolio
6,810
Q1 2025 Reduced 21.35%
$177B
$454 Million 0.1% of portfolio
2,524
Q1 2025 Reduced 20.03%
$1.49B
$489 Million 0.1% of portfolio
9,749
Q4 2024 New
$29.2B
$429 Million 0.09% of portfolio
1,356
Q4 2024 New
$119B
$409 Million 0.09% of portfolio
2,026
Q1 2025 Reduced 16.49%
$136B
$426 Million 0.09% of portfolio
1,828
Q1 2025 Reduced 3.18%
$26.2B
$449 Million 0.09% of portfolio
380
Q4 2024 New
$48.9B
$410 Million 0.09% of portfolio
5,496
Q1 2025 Reduced 18.71%
$37.3B
$450 Million 0.09% of portfolio
2,243
Q1 2025 Reduced 3.9%
$129B
$435 Million 0.09% of portfolio
1,423
Q1 2025 Reduced 7.3%
$120B
$415 Million 0.09% of portfolio
1,375
Q4 2024 New
$23.7B
$385 Million 0.08% of portfolio
4,964
Q1 2025 Reduced 36.06%

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $475 Billion
  • Prior Value $490 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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