Burling Wealth Partners, LLC Purchases in Q4 2024

Burling Wealth Partners, LLC

  • $490 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
119K
New
$221.69 - $259.02 $26.3M - $30.8M
119K $29.7B
MSFT
Microsoft Corp

Technology
61.9K
New
$406.35 - $454.46 $25.2M - $28.1M
61.9K $26.1B
AMZN
Amazon Com Inc

Consumer Cyclical
108K
New
$180.88 - $232.93 $19.5M - $25.1M
108K $23.6B
VO
Vanguard Mid Cap ETF

ETFs
70.5K
New
$261.5 - $284.63 $18.4M - $20.1M
70.5K $18.6B
BX
Blackstone Inc.

Financial Services
95.7K
New
$148.45 - $199.05 $14.2M - $19.1M
95.7K $16.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
132K
New
$113.92 - $127.38 $15M - $16.8M
132K $15.2B
GOOGL
Alphabet Inc.

Communication Services
78.1K
New
$161.86 - $196.66 $12.6M - $15.4M
78.1K $14.8B
JPM
Jpmorgan Chase & CO

Financial Services
60.6K
New
$205.18 - $250.29 $12.4M - $15.2M
60.6K $14.5B
VB
Vanguard Small Cap ETF

ETFs
55.5K
New
$233.76 - $261.58 $13M - $14.5M
55.5K $13.3B
NVDA
Nvidia Corp

Technology
86.8K
New
$117.0 - $148.88 $10.2M - $12.9M
86.8K $11.7B
GOOG
Alphabet Inc.

Communication Services
45.7K
New
$163.08 - $198.16 $7.46M - $9.07M
45.7K $8.71B
MA
Mastercard Inc

Financial Services
16.2K
New
$491.3 - $536.15 $7.95M - $8.67M
16.2K $8.52B
ABBV
Abb Vie Inc.

Healthcare
39.9K
New
$164.99 - $203.87 $6.58M - $8.14M
39.9K $7.09B
IWM
Ishares Russell 2000 ETF

ETFs
30.5K
New
$216.13 - $242.4 $6.6M - $7.4M
30.5K $6.75B
LLY
Eli Lilly & CO

Healthcare
8.17K
New
$727.2 - $932.06 $5.94M - $7.61M
8.17K $6.31B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13.7K
New
$442.29 - $483.08 $6.04M - $6.6M
13.7K $6.19B
META
Meta Platforms, Inc.

Communication Services
10.6K
New
$554.08 - $632.68 $5.85M - $6.68M
10.6K $6.19B
CRM
Salesforce, Inc.

Technology
18.5K
New
$270.87 - $367.87 $5.01M - $6.8M
18.5K $6.18B
VTI
Vanguard Total Stock Market Et

ETFs
21.1K
New
$280.04 - $302.45 $5.92M - $6.4M
21.1K $6.13B
PG
Procter & Gamble CO

Consumer Defensive
36K
New
$161.05 - $179.7 $5.8M - $6.47M
36K $6.04B
ITW
Illinois Tool Works Inc

Industrials
23.7K
New
$253.56 - $278.5 $6.01M - $6.6M
23.7K $6.01B
HON
Honeywell International Inc

Industrials
26.4K
New
$202.84 - $236.0 $5.36M - $6.24M
26.4K $5.97B
CME
Cme Group Inc.

Financial Services
25.1K
New
$221.17 - $246.02 $5.55M - $6.18M
25.1K $5.83B
DHR
Danaher Corp

Healthcare
25.4K
New
$226.16 - $274.52 $5.74M - $6.97M
25.4K $5.83B
MRK
Merck & Co., Inc.

Healthcare
56.4K
New
$96.31 - $114.76 $5.43M - $6.47M
56.4K $5.61B
SPY
Spdr S&P 500 ETF Trust

ETFs
8.18K
New
$567.81 - $607.81 $4.64M - $4.97M
8.18K $4.79B
AMT
American Tower Corp

Real Estate
25.9K
New
$179.4 - $232.01 $4.65M - $6.01M
25.9K $4.75B
UNH
Unitedhealth Group Inc

Healthcare
9.37K
New
$485.52 - $625.25 $4.55M - $5.86M
9.37K $4.74B
Ftai Aviation LTD Shs
32K
New
N/A
32K $4.6B
ROP
Roper Technologies Inc

Industrials
8.47K
New
$519.85 - $575.95 $4.4M - $4.88M
8.47K $4.4B
UNP
Union Pacific Corp

Industrials
18.6K
New
$223.15 - $249.32 $4.15M - $4.64M
18.6K $4.24B
NEE
Nextera Energy Inc

Utilities
58.9K
New
$69.77 - $85.43 $4.11M - $5.03M
58.9K $4.22B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
19.8K
New
$209.89 - $233.24 $4.15M - $4.61M
19.8K $4.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.37K
New
$521.84 - $558.82 $3.85M - $4.12M
7.37K $3.97B
COST
Costco Wholesale Corp

Consumer Defensive
4.3K
New
$873.59 - $994.69 $3.75M - $4.27M
4.3K $3.94B
HD
Home Depot, Inc.

Consumer Cyclical
10.1K
New
$385.02 - $431.37 $3.89M - $4.36M
10.1K $3.93B
JNJ
Johnson & Johnson

Healthcare
27K
New
$143.34 - $165.86 $3.87M - $4.48M
27K $3.91B
AZN
Astrazeneca PLC

Healthcare
59.5K
New
$63.2 - $79.58 $3.76M - $4.73M
59.5K $3.9B
V
Visa Inc.

Financial Services
12.1K
New
$273.87 - $320.91 $3.31M - $3.88M
12.1K $3.82B
OKE
Oneok Inc

Energy
31.6K
New
$92.28 - $117.05 $2.92M - $3.7M
31.6K $3.18B
TJX
Tjx Companies Inc

Consumer Cyclical
26K
New
$112.15 - $127.2 $2.92M - $3.31M
26K $3.14B
PEP
Pepsico Inc

Consumer Defensive
20.5K
New
$151.29 - $176.1 $3.11M - $3.61M
20.5K $3.12B
INTU
Intuit Inc

Technology
4.68K
New
$602.01 - $706.25 $2.82M - $3.31M
4.68K $2.94B
RTX
Raytheon Technologies Corp

Industrials
25.3K
New
$114.45 - $127.21 $2.89M - $3.22M
25.3K $2.93B
MCD
Mcdonalds Corp

Consumer Cyclical
10.1K
New
$288.47 - $316.54 $2.91M - $3.19M
10.1K $2.92B
VICI
Vici Properties Inc.

Real Estate
96.5K
New
$28.27 - $33.19 $2.73M - $3.2M
96.5K $2.82B
ELV
Elevance Health, Inc.

Healthcare
7.54K
New
$365.96 - $514.62 $2.76M - $3.88M
7.54K $2.78B
VIG
Vanguard Dividend Appreciation

ETFs
14K
New
N/A
14K $2.75B
ARES
Ares Management Corp

Financial Services
15.4K
New
$153.38 - $183.7 $2.35M - $2.82M
15.4K $2.72B
Activity Summary
Buys All Purchases 164 New Holdings 164 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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