Burling Wealth Partners, LLC Portfolio Holdings
Burling Wealth Partners, LLC
- $490 Billion
- Q4 2024
Burling Wealth Partners, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $490 Billion distributed in 164 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.7B, Microsoft Corp with a value of $26.1B, Amazon Com Inc with a value of $23.6B, Vanguard Mid Cap ETF with a value of $18.6B, and Blackstone Inc. with a value of $16.5B.
Examining the 13F form we can see an increase of $490B in the current position value.
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
$490 Billion
Technology: $93.7 Billion
ETFs: $93 Billion
Financial Services: $73.9 Billion
Healthcare: $57 Billion
Consumer Cyclical: $39.1 Billion
Industrials: $36.6 Billion
Communication Services: $34.6 Billion
Consumer Defensive: $19.4 Billion
Other: $31.5 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 164
- Current Value $490 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 164 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks