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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.8 Billion 3.75% of portfolio
68,948
Q1 2025 Reduced 2.26%
$0
$13.5 Billion 2.83% of portfolio
128,665
Q1 2025 Reduced 2.34%
$0
$12.7 Billion 2.67% of portfolio
57,161
Q1 2025 Added 2.93%
$0
$6.16 Billion 1.3% of portfolio
30,895
Q1 2025 Added 1.18%
$0
$5.84 Billion 1.23% of portfolio
21,260
Q1 2025 Added 0.53%
$0
$4.81 Billion 1.01% of portfolio
8,606
Q1 2025 Added 5.22%
$0
$4.53 Billion 0.95% of portfolio
8,806
Q1 2025 Added 19.42%
$0
$3.97 Billion 0.84% of portfolio
131,932
Q1 2025 Added 56.05%
$0
$2.98 Billion 0.63% of portfolio
58,605
Q1 2025 Added 17.46%
$0
$2.66 Billion 0.56% of portfolio
13,711
Q1 2025 Reduced 2.28%
$0
$2.34 Billion 0.49% of portfolio
38,656
Q1 2025 Reduced 0.92%
$0
$2.32 Billion 0.49% of portfolio
51,203
Q1 2025 Reduced 3.88%
$0
$1.43 Billion 0.3% of portfolio
25,062
Q1 2025 Reduced 6.85%
$0
$1.32 Billion 0.28% of portfolio
2,347
Q1 2025 Added 26.18%
$0
$1.06 Billion 0.22% of portfolio
1,979
Q4 2024 New
$0
$1 Billion 0.21% of portfolio
5,779
Q1 2025 Reduced 8.26%
$0
$716 Million 0.15% of portfolio
4,159
Q1 2025 Added 1.94%
$0
$662 Million 0.14% of portfolio
2,576
Q4 2024 New
$0
$655 Million 0.14% of portfolio
6,508
Q1 2025 New
$0
$515 Million 0.11% of portfolio
2,493
Q1 2025 Added 4.97%
$0
$465 Million 0.1% of portfolio
7,962
Q1 2025 Added 38.76%
$0
$422 Million 0.09% of portfolio
4,959
Q1 2025 Added 38.52%
$0
$424 Million 0.09% of portfolio
2,256
Q1 2025 Added 84.01%
$106B
$402 Million 0.08% of portfolio
1,396
Q1 2025 Reduced 1.69%
$0
$371 Million 0.08% of portfolio
1,990
Q4 2024 New
$0
$342 Million 0.07% of portfolio
17,271
Q1 2025 Reduced 2.88%
$0
$266 Million 0.06% of portfolio
1,820
Q4 2024 New
$0
$295 Million 0.06% of portfolio
3,260
Q4 2024 New
$0
$265 Million 0.06% of portfolio
11,988
Q4 2024 New
$0
$254 Million 0.05% of portfolio
1,940
Q4 2024 New
$0
$238 Million 0.05% of portfolio
750
Q4 2024 New
$0
$236 Million 0.05% of portfolio
504
Q4 2024 New
$0
$205 Million 0.04% of portfolio
4,000
Q4 2024 New
$0
$204 Million 0.04% of portfolio
2,502
Q1 2025 New
$0
$204 Million 0.04% of portfolio
1,636
Q1 2025 Added 7.63%

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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