Burling Wealth Partners, LLC Reduced Holdings in Q3 2025

Burling Wealth Partners, LLC

  • $604 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
-200
- 16.14%
$294.27 - $342.31 $58.9K - $68.5K
1.04K $345M
AMD
Advanced Micro Devices Inc

Technology
-1.03K
- 16.91%
$134.8 - $184.42 $138K - $189K
5.04K $815M
KO
Coca Cola CO

Consumer Defensive
-160
- 2.35%
$65.67 - $71.67 $10.5K - $11.5K
6.65K $441M
CB
Chubb LTD

Financial Services
-90
- 6.72%
$265.99 - $289.59 $23.9K - $26.1K
1.25K $353M
LNG
Cheniere Energy, Inc.

Energy
-45
- 3.43%
$222.68 - $244.28 $10K - $11K
1.27K $298M
AEP
American Electric Power CO Inc

Utilities
-325
- 14.94%
$103.26 - $115.0 $33.6K - $37.4K
1.85K $208M
LOW
Lowes Companies Inc

Consumer Cyclical
-410
- 13.84%
$215.01 - $273.02 $88.2K - $112K
2.55K $641M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-237
- 1.01%
$55.61 - $57.37 $13.2K - $13.6K
23.1K $1.32B
Blackrock Inc Com
-63
- 11.07%
N/A
506 $590M
HWM
Howmet Aerospace Inc.

Industrials
-111
- 6.44%
$171.0 - $196.23 $19K - $21.8K
1.61K $317M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-128
- 16.14%
$404.94 - $499.99 $51.8K - $64K
665 $323M
BDX
Becton Dickinson & CO

Healthcare
-100
- 6.78%
$172.41 - $199.66 $17.2K - $20K
1.38K $257M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-200
- 1.52%
$48.5 - $50.19 $9.7K - $10K
12.9K $648M
WMT
Walmart Inc.

Consumer Defensive
-140
- 3.98%
$94.4 - $104.27 $13.2K - $14.6K
3.37K $348M
ADI
Analog Devices Inc

Technology
-29
- 1.66%
$220.68 - $255.63 $6.4K - $7.41K
1.71K $421M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-290
- 1.66%
$21.69 - $23.34 $6.29K - $6.77K
17.2K $399M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-35
- 1.77%
$567.09 - $607.37 $19.8K - $21.3K
1.94K $1.16B
VIG
Vanguard Dividend Appreciation

ETFs
-454
- 3.57%
N/A
12.3K $2.64B
Te Connectivity PLC Ord Shs
-699
- 17.9%
N/A
3.21K $704M
PH
Parker Hannifin Corp

Industrials
-104
- 4.71%
$697.13 - $769.67 $72.5K - $80K
2.1K $1.59B
NET
Cloudflare, Inc.

Technology
-284
- 4.65%
$181.39 - $228.28 $51.5K - $64.8K
5.82K $1.25B
JNJ
Johnson & Johnson

Healthcare
-3.43K
- 16.23%
$155.17 - $185.42 $532K - $636K
17.7K $3.28B
MLM
Martin Marietta Materials Inc

Basic Materials
-111
- 7.14%
$546.36 - $631.12 $60.6K - $70.1K
1.44K $910M
GS
Goldman Sachs Group Inc

Financial Services
-107
- 5.15%
$696.56 - $806.32 $74.5K - $86.3K
1.97K $1.57B
VRT
Vertiv Holdings CO

Industrials
-86
- 1.62%
N/A
5.23K $789M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-500
- 1.0%
$49.43 - $54.52 $24.7K - $27.3K
49.4K $2.68B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6K
- 4.71%
$108.46 - $120.63 $650K - $723K
121K $14.4B
VTI
Vanguard Total Stock Market Et

ETFs
-349
- 1.35%
$303.93 - $329.86 $106K - $115K
25.6K $8.39B
Ftai Aviation LTD Shs
-446
- 3.16%
N/A
13.7K $2.28B
ORCL
Oracle Corp

Technology
-265
- 2.17%
$218.96 - $328.33 $58K - $87K
12K $3.36B
VO
Vanguard Mid Cap ETF

ETFs
-865
- 1.26%
$279.83 - $293.74 $242K - $254K
68K $20B
BX
Blackstone Inc.

Financial Services
-4.18K
- 4.3%
$152.77 - $188.68 $639K - $789K
93K $15.9B
JPM
Jpmorgan Chase & CO

Financial Services
-779
- 1.24%
$282.78 - $316.06 $220K - $246K
62K $19.6B
GOOGL
Alphabet Inc.

Communication Services
-748
- 0.94%
$174.36 - $254.72 $130K - $191K
78.9K $19.2B
Activity Summary
Buys All Purchases 66 New Holdings 12 Increased Positions 54 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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