Burling Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Burling Wealth Partners, LLC

Investment Activity

Burling Wealth Partners, LLC has $490.09 million in total holdings as of December 31, 2024.
Burling Wealth Partners, LLC owns shares of 164 different stocks, but just 55 companies or ETFs make up 80% of its holdings.

Largest Holdings

Apple: $29,739,818
Microsoft: $26,100,298
Amazon.com: $23,635,762
Vanguard Mid-Cap ETF: $18,631,920
Blackstone: $16,502,750

Sector Allocation

Selling

Neutral

Buying

Latest 13F Holdings

Issuer Name	Holdings Value	Shares Held	% of Portfolio	Sector
AAPL Apple	$29,739,818	118,760	6.1%	Computer and Technology
MSFT Microsoft	$26,100,298	61,922	5.3%	Computer and Technology
AMZN Amazon.com	$23,635,762	107,734	4.8%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$18,631,920	70,541	3.8%	ETF
BX Blackstone	$16,502,750	95,713	3.4%	Finance
IJR iShares Core S&P Small-Cap ETF	$15,180,643	131,754	3.1%	ETF
GOOGL Alphabet	$14,788,116	78,120	3.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$14,517,304	60,562	3.0%	Finance
VB Vanguard Small-Cap ETF	$13,343,476	55,533	2.7%	ETF
NVDA NVIDIA	$11,656,460	86,801	2.4%	Computer and Technology
ABT Abbott Laboratories	$9,553,601	84,463	1.9%	Medical
GOOG Alphabet	$8,712,059	45,747	1.8%	Computer and Technology
MA Mastercard	$8,517,270	16,175	1.7%	Business Services
ABBV AbbVie	$7,091,322	39,906	1.4%	Medical
IWM iShares Russell 2000 ETF	$6,746,793	30,534	1.4%	Finance
LLY Eli Lilly and Company	$6,305,656	8,168	1.3%	Medical
BRK.B Berkshire Hathaway	$6,190,898	13,658	1.3%	Finance
META Meta Platforms	$6,186,382	10,566	1.3%	Computer and Technology
CRM Salesforce	$6,182,529	18,492	1.3%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$6,128,897	21,148	1.3%	ETF
PG Procter & Gamble	$6,035,791	36,002	1.2%	Consumer Staples
ITW Illinois Tool Works	$6,012,922	23,714	1.2%	Industrial Products
HON Honeywell International	$5,971,618	26,436	1.2%	Multi-Sector Conglomerates
CME CME Group	$5,832,689	25,116	1.2%	Finance
DHR Danaher	$5,825,386	25,377	1.2%	Medical
MRK Merck & Co., Inc.	$5,608,647	56,380	1.1%	Medical
SPY SPDR S&P 500 ETF Trust	$4,793,706	8,179	1.0%	Finance
AMT American Tower	$4,750,134	25,899	1.0%	Finance
UNH UnitedHealth Group	$4,739,613	9,369	1.0%	Medical
FTAI FTAI Aviation	$4,602,942	31,956	0.9%	Aerospace
ROP Roper Technologies	$4,401,050	8,466	0.9%	Computer and Technology
UNP Union Pacific	$4,242,819	18,606	0.9%	Transportation
NEE NextEra Energy	$4,223,695	58,916	0.9%	Utilities
MMC Marsh & McLennan Companies	$4,200,408	19,775	0.9%	Finance
VOO Vanguard S&P 500 ETF	$3,973,185	7,374	0.8%	ETF
COST Costco Wholesale	$3,937,212	4,297	0.8%	Retail/Wholesale
HD Home Depot	$3,934,100	10,114	0.8%	Retail/Wholesale
JNJ Johnson & Johnson	$3,908,443	27,026	0.8%	Medical
AZN AstraZeneca	$3,896,016	59,463	0.8%	Medical
V Visa	$3,817,263	12,078	0.8%	Business Services
OKE ONEOK	$3,176,983	31,643	0.6%	Oils/Energy
TJX TJX Companies	$3,140,806	25,998	0.6%	Retail/Wholesale
PEP PepsiCo	$3,121,192	20,526	0.6%	Consumer Staples
INTU Intuit	$2,943,266	4,683	0.6%	Computer and Technology
RTX RTX	$2,925,627	25,282	0.6%	Aerospace
MCD McDonald's	$2,922,818	10,083	0.6%	Retail/Wholesale
VICI VICI Properties	$2,819,875	96,538	0.6%	Finance
ELV Elevance Health	$2,781,506	7,540	0.6%	Medical
VIG Vanguard Dividend Appreciation ETF	$2,747,691	14,031	0.6%	ETF
ARES Ares Management	$2,718,119	15,354	0.6%	Finance
CHD Church & Dwight	$2,695,131	25,739	0.5%	Consumer Staples
ICE Intercontinental Exchange	$2,640,767	17,722	0.5%	Finance
TMUS T-Mobile US	$2,538,616	11,501	0.5%	Computer and Technology
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$2,524,484	84,544	0.5%	ETF
WM Waste Management	$2,488,071	12,330	0.5%	Business Services
CSCO Cisco Systems	$2,486,892	42,008	0.5%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$2,385,835	49,892	0.5%	ETF
CVX Chevron	$2,372,217	16,378	0.5%	Oils/Energy
VWO Vanguard FTSE Emerging Markets ETF	$2,345,923	53,268	0.5%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$2,239,928	39,016	0.5%	ETF
PH Parker-Hannifin	$2,226,105	3,500	0.5%	Industrial Products
ORCL Oracle	$2,126,170	12,759	0.4%	Computer and Technology
VERALTO CORP COM SHS	$2,056,148	20,188	0.4%	Stock
ZTS Zoetis	$2,049,822	12,581	0.4%	Medical
SHW Sherwin-Williams	$2,043,319	6,011	0.4%	Basic Materials
CARR Carrier Global	$2,042,203	29,918	0.4%	Computer and Technology
MCHP Microchip Technology	$2,008,454	35,021	0.4%	Computer and Technology
SYK Stryker	$1,932,834	5,368	0.4%	Medical
EQIX Equinix	$1,724,546	1,829	0.4%	Finance
IRM Iron Mountain	$1,650,753	15,705	0.3%	Business Services
XOM Exxon Mobil	$1,648,541	15,325	0.3%	Oils/Energy
DKS DICK'S Sporting Goods	$1,601,422	6,998	0.3%	Retail/Wholesale
BKNG Booking	$1,594,863	321	0.3%	Retail/Wholesale
LHX L3Harris Technologies	$1,593,081	7,576	0.3%	Aerospace
WEC WEC Energy Group	$1,585,138	16,856	0.3%	Utilities
JEPI JPMorgan Equity Premium Income ETF	$1,547,897	26,906	0.3%	ETF
BR Broadridge Financial Solutions	$1,525,655	6,748	0.3%	Business Services
PLD Prologis	$1,505,379	14,242	0.3%	Finance
FI Fiserv	$1,458,482	7,100	0.3%	Business Services
MDLZ Mondelez International	$1,446,874	24,224	0.3%	Consumer Staples
OTIS Otis Worldwide	$1,408,969	15,214	0.3%	Construction
DIS Walt Disney	$1,401,785	12,589	0.3%	Consumer Discretionary
RGA Reinsurance Group of America	$1,387,527	6,495	0.3%	Finance
GS The Goldman Sachs Group	$1,367,417	2,388	0.3%	Finance
LINDE PLC SHS	$1,318,590	3,149	0.3%	Stock
NDAQ Nasdaq	$1,291,154	16,701	0.3%	Finance
KDP Keurig Dr Pepper	$1,284,415	39,988	0.3%	Consumer Staples
SPGI S&P Global	$1,254,040	2,518	0.3%	Business Services
ECL Ecolab	$1,182,613	5,047	0.2%	Basic Materials
ADBE Adobe	$1,173,066	2,638	0.2%	Computer and Technology
DELL Dell Technologies	$1,132,579	9,828	0.2%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$1,127,199	1,979	0.2%	ETF
TE CONNECTIVITY PLC ORD SHS	$1,125,031	7,869	0.2%	Stock
RSP Invesco S&P 500 Equal Weight ETF	$1,103,774	6,299	0.2%	ETF
IVV iShares Core S&P 500 ETF	$1,094,884	1,860	0.2%	ETF
AMP Ameriprise Financial	$1,001,501	1,881	0.2%	Finance
MLM Martin Marietta Materials	$952,426	1,844	0.2%	Construction
CAH Cardinal Health	$897,669	7,590	0.2%	Medical
SCHW Charles Schwab	$894,010	12,080	0.2%	Finance
SU Suncor Energy	$861,315	24,140	0.2%	Oils/Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Burling Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Burling Wealth Partners, LLC

Investment Activity

Largest Holdings

Sector Allocation

Latest 13F Holdings

More Institutional Buying and Selling Information

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Burling Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Burling Wealth Partners, LLC

Investment Activity

Largest Holdings

Sector Allocation

Map of 500 Largest Holdings ofBurling Wealth Partners, LLC

Latest 13F Holdings

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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