Burling Wealth Partners, LLC Top Holdings and 13F Report (2025) About Burling Wealth Partners, LLCInvestment ActivityBurling Wealth Partners, LLC has $474.97 million in total holdings as of March 31, 2025.Burling Wealth Partners, LLC owns shares of 165 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 5.69% of the portfolio was purchased this quarter.About 5.58% of the portfolio was sold this quarter.This quarter, Burling Wealth Partners, LLC has purchased 164 new stocks and bought additional shares in 54 stocks.Burling Wealth Partners, LLC sold shares of 85 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $25,582,051Microsoft $23,687,265Amazon.com $20,787,237Vanguard Mid-Cap ETF $17,831,259JPMorgan Chase & Co. $15,073,712 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $655,160 Holding053332102 - AutoZone $381,278 Holding12503M108 - Cboe Global Markets $214,976 Holding81369Y308 - Consumer Staples Select Sector SPDR Fund $204,338 Holding58155Q103 - McKesson $201,897 Holding Largest Purchases this Quarter Zoetis 9,639 shares (about $1.59M)Waste Management 6,632 shares (about $1.54M)SPDR Portfolio Short Term Corporate Bond ETF 47,388 shares (about $1.43M)VERALTO CORP COM SHS 12,151 shares (about $1.18M)Reinsurance Group of America 5,491 shares (about $1.08M) Largest Sales this Quarter UnitedHealth Group 6,287 shares (about $3.29M)Elevance Health 4,012 shares (about $1.75M)Illinois Tool Works 6,977 shares (about $1.73M)FTAI Aviation 15,439 shares (about $1.71M)PepsiCo 6,387 shares (about $957.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBurling Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$25,582,051$798,113 ▼-3.0%115,1675.4%Computer and TechnologyMSFTMicrosoft$23,687,265$442,212 ▲1.9%63,1005.0%Computer and TechnologyAMZNAmazon.com$20,787,237$289,766 ▲1.4%109,2574.4%Retail/WholesaleVOVanguard Mid-Cap ETF$17,831,259$411,980 ▼-2.3%68,9483.8%ETFJPMJPMorgan Chase & Co.$15,073,712$217,827 ▲1.5%61,4503.2%FinanceBXBlackstone$13,534,828$156,133 ▲1.2%96,8302.8%FinanceIJRiShares Core S&P Small-Cap ETF$13,454,528$323,017 ▼-2.3%128,6652.8%ETFVBVanguard Small-Cap ETF$12,675,551$361,012 ▲2.9%57,1612.7%ETFGOOGLAlphabet$11,934,187$146,289 ▼-1.2%77,1742.5%Computer and TechnologyABTAbbott Laboratories$11,155,722$48,285 ▼-0.4%84,0992.3%MedicalNVDANVIDIA$10,384,609$977,151 ▲10.4%95,8172.2%Computer and TechnologyABBVAbbVie$9,235,305$874,125 ▲10.5%44,0781.9%MedicalMAMastercard$9,079,060$213,219 ▲2.4%16,5641.9%Business ServicesGOOGAlphabet$7,505,602$358,548 ▲5.0%48,0421.6%Computer and TechnologyBRK.BBerkshire Hathaway$7,481,151$207,174 ▲2.8%14,0471.6%FinanceLLYEli Lilly and Company$7,423,236$677,242 ▲10.0%8,9881.6%MedicalMETAMeta Platforms$6,849,662$759,665 ▲12.5%11,8841.4%Computer and TechnologyHONHoneywell International$6,170,597$572,783 ▲10.2%29,1411.3%Multi-Sector ConglomeratesIWMiShares Russell 2000 ETF$6,163,244$72,016 ▲1.2%30,8951.3%FinanceCMECME Group$5,917,559$745,465 ▼-11.2%22,3061.2%FinancePGProcter & Gamble$5,891,306$244,214 ▼-4.0%34,5691.2%Consumer StaplesVTIVanguard Total Stock Market ETF$5,843,042$30,782 ▲0.5%21,2601.2%ETFROPRoper Technologies$5,471,892$480,508 ▲9.6%9,2811.2%Computer and TechnologyCRMSalesforce$5,307,534$345,105 ▲7.0%19,7781.1%Computer and TechnologyDHRDanaher$5,299,130$96,762 ▲1.9%25,8491.1%MedicalMMCMarsh & McLennan Companies$5,051,421$225,728 ▲4.7%20,7001.1%FinanceAMTAmerican Tower$4,910,360$725,261 ▼-12.9%22,5661.0%FinanceSPYSPDR S&P 500 ETF Trust$4,814,007$238,854 ▲5.2%8,6061.0%FinanceNEENextEra Energy$4,525,767$349,205 ▲8.4%63,8421.0%UtilitiesVOOVanguard S&P 500 ETF$4,525,491$735,919 ▲19.4%8,8061.0%ETFWMWaste Management$4,389,893$1,535,374 ▲53.8%18,9620.9%Business ServicesITWIllinois Tool Works$4,150,943$1,730,366 ▼-29.4%16,7370.9%IndustrialsTMUST-Mobile US$4,139,072$1,071,641 ▲34.9%15,5190.9%Computer and TechnologyMRKMerck & Co., Inc.$4,133,596$927,034 ▼-18.3%46,0520.9%MedicalCOSTCostco Wholesale$4,099,011$34,994 ▲0.9%4,3340.9%Retail/WholesaleVVisa$4,074,944$158,063 ▼-3.7%11,6270.9%Business ServicesSPSBSPDR Portfolio Short Term Corporate Bond ETF$3,971,153$1,426,379 ▲56.1%131,9320.8%ETFRTXRTX$3,896,083$547,197 ▲16.3%29,4130.8%AerospaceINTUIntuit$3,825,158$949,843 ▲33.0%6,2300.8%Computer and TechnologyJNJJohnson & Johnson$3,816,079$665,836 ▼-14.9%23,0110.8%MedicalHDHome Depot$3,815,025$108,477 ▲2.9%10,4100.8%Retail/WholesaleTJXTJX Companies$3,776,640$610,094 ▲19.3%31,0070.8%Retail/WholesaleCHDChurch & Dwight$3,728,198$894,591 ▲31.6%33,8650.8%Consumer StaplesZTSZoetis$3,658,523$1,587,061 ▲76.6%22,2200.8%MedicalUNPUnion Pacific$3,584,845$810,518 ▼-18.4%15,1750.8%TransportationAZNAstraZeneca$3,466,407$904,124 ▼-20.7%47,1620.7%MedicalVERALTO CORP COM SHS$3,151,436$1,184,115 ▲60.2%32,3390.7%StockICEIntercontinental Exchange$3,063,614$6,555 ▲0.2%17,7600.6%FinanceVEAVanguard FTSE Developed Markets ETF$2,978,868$442,878 ▲17.5%58,6050.6%ETFOKEONEOK$2,972,036$167,583 ▼-5.3%29,9540.6%EnergyMCDMcDonald's$2,901,764$247,696 ▼-7.9%9,2900.6%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$2,659,851$62,078 ▼-2.3%13,7110.6%ETFARESAres Management$2,549,695$298,645 ▲13.3%17,3910.5%FinanceSYKStryker$2,533,622$535,314 ▲26.8%6,8060.5%MedicalXOMExxon Mobil$2,424,184$601,556 ▲33.0%20,3830.5%EnergyCVXChevron$2,395,987$343,957 ▼-12.6%14,3220.5%EnergyRGAReinsurance Group of America$2,360,043$1,081,178 ▲84.5%11,9860.5%FinanceVEUVanguard FTSE All-World ex-US ETF$2,344,857$21,837 ▼-0.9%38,6560.5%ETFVICIVICI Properties$2,326,100$822,970 ▼-26.1%71,3090.5%FinanceVWOVanguard FTSE Emerging Markets ETF$2,317,448$93,462 ▼-3.9%51,2030.5%ETFKDPKeurig Dr Pepper$2,316,454$948,065 ▲69.3%67,6930.5%Consumer StaplesPEPPepsiCo$2,120,010$957,671 ▼-31.1%14,1390.4%Consumer StaplesCSCOCisco Systems$2,118,894$473,443 ▼-18.3%34,3360.4%Computer and TechnologyLINDE PLC SHS$2,095,135$628,680 ▲42.9%4,4990.4%StockPLDPrologis$1,943,246$351,132 ▲22.1%17,3830.4%FinanceSHWSherwin-Williams$1,889,467$209,514 ▼-10.0%5,4110.4%Basic MaterialsFTAIFTAI Aviation$1,833,883$1,714,193 ▼-48.3%16,5170.4%AerospaceORCLOracle$1,708,068$75,777 ▼-4.2%12,2170.4%Computer and TechnologyMDLZMondelez International$1,633,663$9,906 ▼-0.6%24,0780.3%Consumer StaplesNDAQNasdaq$1,620,732$353,807 ▲27.9%21,3650.3%FinanceUNHUnitedHealth Group$1,614,198$3,292,817 ▼-67.1%3,0820.3%MedicalELVElevance Health$1,534,539$1,745,060 ▼-53.2%3,5280.3%MedicalBRBroadridge Financial Solutions$1,530,650$105,470 ▼-6.4%6,3130.3%Business ServicesFIFiserv$1,491,265$76,628 ▼-4.9%6,7530.3%Business ServicesWECWEC Energy Group$1,477,878$359,089 ▼-19.5%13,5610.3%UtilitiesEQIXEquinix$1,439,908$51,367 ▼-3.4%1,7660.3%FinanceJEPIJPMorgan Equity Premium Income ETF$1,432,032$105,365 ▼-6.9%25,0620.3%ETFSUSuncor Energy$1,421,760$487,059 ▲52.1%36,7190.3%EnergyBKNGBooking$1,414,321$64,497 ▼-4.4%3070.3%Retail/WholesaleCARRCarrier Global$1,398,477$498,324 ▼-26.3%22,0580.3%Computer and TechnologyPHParker-Hannifin$1,373,741$753,734 ▼-35.4%2,2600.3%IndustrialsOTISOtis Worldwide$1,351,301$218,784 ▼-13.9%13,0940.3%ConstructionIRMIron Mountain$1,335,943$15,315 ▼-1.1%15,5270.3%Business ServicesIVViShares Core S&P 500 ETF$1,318,645$273,617 ▲26.2%2,3470.3%ETFDISWalt Disney$1,277,573$35,039 ▲2.8%12,9440.3%Consumer DiscretionaryGSThe Goldman Sachs Group$1,258,106$46,435 ▼-3.6%2,3030.3%FinanceSPGIS&P Global$1,237,732$41,664 ▼-3.3%2,4360.3%Business ServicesMCHPMicrochip Technology$1,225,354$470,013 ▼-27.7%25,3120.3%Computer and TechnologyDKSDICK'S Sporting Goods$1,179,731$230,786 ▼-16.4%5,8530.2%Retail/WholesaleLHXL3Harris Technologies$1,087,784$497,948 ▼-31.4%5,1970.2%AerospaceECLEcolab$1,079,235$200,281 ▼-15.7%4,2570.2%Basic MaterialsMDYSPDR S&P MidCap 400 ETF Trust$1,055,7570.0%1,9790.2%ETFRSPInvesco S&P 500 Equal Weight ETF$1,001,096$90,080 ▼-8.3%5,7790.2%ETFCAHCardinal Health$961,497$84,177 ▼-8.1%6,9790.2%MedicalADBEAdobe$926,225$85,527 ▼-8.5%2,4150.2%Computer and TechnologyTE CONNECTIVITY PLC ORD SHS$885,652$226,395 ▼-20.4%6,2670.2%StockIBMInternational Business Machines$859,618$10,692 ▼-1.2%3,4570.2%Computer and TechnologyTDGTransDigm Group$841,040$19,366 ▼-2.3%6080.2%AerospaceDELLDell Technologies$834,478$61,344 ▼-6.8%9,1550.2%Computer and TechnologyQCOMQUALCOMM$794,428$36,096 ▼-4.3%5,1720.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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