Burling Wealth Partners, LLC Top Holdings and 13F Report (2025) About Burling Wealth Partners, LLCInvestment ActivityBurling Wealth Partners, LLC has $541.72 million in total holdings as of June 30, 2025.Burling Wealth Partners, LLC owns shares of 173 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 10.06% of the portfolio was purchased this quarter.About 3.37% of the portfolio was sold this quarter.This quarter, Burling Wealth Partners, LLC has purchased 165 new stocks and bought additional shares in 55 stocks.Burling Wealth Partners, LLC sold shares of 81 stocks and completely divested from 9 stocks this quarter.Largest Holdings Microsoft $33,000,743Amazon.com $25,080,226Apple $23,930,311NVIDIA $19,666,856Vanguard Mid-Cap ETF $19,272,932 Largest New Holdings this Quarter 464288679 - iShares Short Treasury Bond ETF $3,335,457 Holding902252105 - Tyler Technologies $1,587,033 Holding18915M107 - Cloudflare $1,195,934 Holding007903107 - Advanced Micro Devices $860,056 Holding92537N108 - Vertiv $682,371 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 48,637 shares (about $4.90M)NVIDIA 28,665 shares (about $4.53M)SPDR S&P 500 ETF Trust 5,936 shares (about $3.67M)iShares Short Treasury Bond ETF 30,207 shares (about $3.34M)Microsoft 3,245 shares (about $1.61M) Largest Sales this Quarter Elevance Health 2,109 shares (about $820.32K)AstraZeneca 9,889 shares (about $691.04K)Visa 1,748 shares (about $620.65K)American Tower 2,695 shares (about $595.64K)VICI Properties 16,636 shares (about $542.33K) 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 PortfolioSectorMSFTMicrosoft$33,000,743$1,614,099 ▲5.1%66,3456.1%Computer and TechnologyAMZNAmazon.com$25,080,226$1,110,333 ▲4.6%114,3184.6%Retail/WholesaleAAPLApple$23,930,311$301,396 ▲1.3%116,6364.4%Computer and TechnologyNVDANVIDIA$19,666,856$4,528,771 ▲29.9%124,4823.6%Computer and TechnologyVOVanguard Mid-Cap ETF$19,272,932$20,707 ▼-0.1%68,8743.6%ETFJPMJPMorgan Chase & Co.$18,211,086$396,019 ▲2.2%62,8163.4%FinanceBXBlackstone$14,538,503$54,746 ▲0.4%97,1962.7%FinanceGOOGLAlphabet$14,044,657$444,276 ▲3.3%79,6952.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$13,901,920$159,891 ▼-1.1%127,2022.6%ETFVBVanguard Small-Cap ETF$13,231,173$314,949 ▼-2.3%55,8322.4%ETFABTAbbott Laboratories$11,608,171$169,876 ▲1.5%85,3482.1%MedicalMETAMeta Platforms$10,224,451$1,453,255 ▲16.6%13,8531.9%Computer and TechnologyMAMastercard$10,023,324$715,350 ▲7.7%17,8371.9%Business ServicesSPYSPDR S&P 500 ETF Trust$8,984,510$3,667,450 ▲69.0%14,5421.7%FinanceGOOGAlphabet$8,860,985$338,815 ▲4.0%49,9521.6%Computer and TechnologyABBVAbbVie$8,681,608$499,873 ▲6.1%46,7711.6%MedicalLLYEli Lilly and Company$8,109,410$1,103,029 ▲15.7%10,4031.5%MedicalVTIVanguard Total Stock Market ETF$7,879,323$1,417,822 ▲21.9%25,9251.5%ETFHONHoneywell International$7,378,093$591,747 ▲8.7%31,6821.4%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$7,261,290$437,679 ▲6.4%14,9481.3%FinanceIWMiShares Russell 2000 ETF$6,559,584$107,248 ▼-1.6%30,3981.2%FinanceCRMSalesforce$6,092,757$699,455 ▲13.0%22,3431.1%Computer and TechnologyROPRoper Technologies$5,883,232$622,390 ▲11.8%10,3791.1%Computer and TechnologyVOOVanguard S&P 500 ETF$5,741,647$739,575 ▲14.8%10,1081.1%ETFINTUIntuit$5,657,546$750,611 ▲15.3%7,1831.0%Computer and TechnologyCMECME Group$5,606,662$541,318 ▼-8.8%20,3421.0%FinanceSGOViShares 0-3 Month Treasury Bond ETF$5,552,550$4,897,259 ▲747.3%55,1451.0%ETFWMWaste Management$5,380,931$1,042,046 ▲24.0%23,5161.0%Business ServicesPGProcter & Gamble$5,321,341$186,247 ▼-3.4%33,4001.0%Consumer StaplesRTXRTX$5,233,723$938,896 ▲21.9%35,8431.0%AerospaceDHRDanaher$4,881,493$224,804 ▼-4.4%24,7110.9%MedicalNEENextEra Energy$4,858,366$426,448 ▲9.6%69,9850.9%UtilitiesMMCMarsh & McLennan Companies$4,763,291$237,443 ▲5.2%21,7860.9%FinanceTMUST-Mobile US$4,618,670$921,113 ▲24.9%19,3850.9%Computer and TechnologyAMTAmerican Tower$4,391,832$595,641 ▼-11.9%19,8710.8%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$4,367,346$384,319 ▲9.6%144,6620.8%ETFTJXTJX Companies$4,364,247$535,204 ▲14.0%35,3410.8%Retail/WholesaleZTSZoetis$4,226,245$761,036 ▲22.0%27,1000.8%MedicalHDHome Depot$4,178,460$361,862 ▲9.5%11,3970.8%Retail/WholesaleITWIllinois Tool Works$4,108,306$29,917 ▼-0.7%16,6160.8%IndustrialsCOSTCostco Wholesale$3,944,911$345,489 ▼-8.1%3,9850.7%Retail/WholesaleARESAres Management$3,581,603$569,482 ▲18.9%20,6790.7%FinanceCHDChurch & Dwight$3,578,175$323,410 ▲9.9%37,2300.7%Consumer StaplesVVisa$3,507,687$620,654 ▼-15.0%9,8790.6%Business ServicesSYKStryker$3,450,779$758,048 ▲28.2%8,7220.6%MedicalVERALTO CORP COM SHS$3,411,807$147,185 ▲4.5%33,7970.6%StockSHViShares Short Treasury Bond ETF$3,335,457$3,335,457 ▲New Holding30,2070.6%ETFVEAVanguard FTSE Developed Markets ETF$3,244,060$97,032 ▼-2.9%56,9030.6%ETFJNJJohnson & Johnson$3,227,853$287,012 ▼-8.2%21,1320.6%MedicalICEIntercontinental Exchange$3,214,776$43,666 ▼-1.3%17,5220.6%FinanceVEUVanguard FTSE All-World ex-US ETF$3,207,475$609,014 ▲23.4%47,7160.6%ETFMRKMerck & Co., Inc.$3,152,044$493,400 ▼-13.5%39,8190.6%MedicalKDPKeurig Dr Pepper$3,094,647$856,717 ▲38.3%93,6070.6%Consumer StaplesLINDE PLC SHS$3,017,519$906,523 ▲42.9%6,4310.6%StockUNPUnion Pacific$2,967,017$524,336 ▼-15.0%12,8960.5%TransportationXOMExxon Mobil$2,948,361$751,050 ▲34.2%27,3500.5%EnergyRGAReinsurance Group of America$2,829,605$452,062 ▲19.0%14,2650.5%FinanceORCLOracle$2,671,0160.0%12,2170.5%Computer and TechnologyAZNAstraZeneca$2,604,637$691,043 ▼-21.0%37,2730.5%MedicalVIGVanguard Dividend Appreciation ETF$2,601,560$204,670 ▼-7.3%12,7110.5%ETFMCDMcDonald's$2,546,118$167,988 ▼-6.2%8,7150.5%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$2,468,499$64,001 ▼-2.5%49,9090.5%ETFPLDPrologis$2,429,639$602,338 ▲33.0%23,1130.4%FinanceCSCOCisco Systems$2,311,069$71,185 ▼-3.0%33,3100.4%Computer and TechnologyNDAQNasdaq$2,294,408$383,966 ▲20.1%25,6590.4%FinanceOKEONEOK$2,101,483$343,662 ▼-14.1%25,7440.4%EnergyIVViShares Core S&P 500 ETF$2,048,861$591,686 ▲40.6%3,3000.4%ETFCVXChevron$1,938,743$111,972 ▼-5.5%13,5400.4%EnergyVICIVICI Properties$1,782,340$542,334 ▼-23.3%54,6730.3%FinanceSHWSherwin-Williams$1,726,414$131,507 ▼-7.1%5,0280.3%Basic MaterialsPEPPepsiCo$1,641,529$225,393 ▼-12.1%12,4320.3%Consumer StaplesAZOAutoZone$1,637,093$1,265,870 ▲341.0%4410.3%Retail/WholesaleFTAI AVIATION LTD SHS$1,623,790$276,326 ▼-14.5%14,1150.3%StockCARRCarrier Global$1,614,4250.0%22,0580.3%ConstructionMDLZMondelez International$1,605,515$18,276 ▼-1.1%23,8070.3%Consumer StaplesSUSuncor Energy$1,594,247$219,120 ▲15.9%42,5700.3%EnergyTYLTyler Technologies$1,587,033$1,587,033 ▲New Holding2,6770.3%Computer and TechnologyPHParker-Hannifin$1,541,523$37,019 ▼-2.3%2,2070.3%IndustrialsBKNGBooking$1,534,149$243,148 ▼-13.7%2650.3%Retail/WholesaleMCHPMicrochip Technology$1,532,307$248,899 ▼-14.0%21,7750.3%Computer and TechnologyGSThe Goldman Sachs Group$1,470,705$159,244 ▼-9.8%2,0780.3%FinanceDISWalt Disney$1,452,529$152,656 ▼-9.5%11,7130.3%Consumer DiscretionaryJEPIJPMorgan Equity Premium Income ETF$1,328,609$96,192 ▼-6.8%23,3700.2%ETFIRMIron Mountain$1,305,716$286,888 ▼-18.0%12,7300.2%Business ServicesOTISOtis Worldwide$1,240,820$55,748 ▼-4.3%12,5310.2%IndustrialsWECWEC Energy Group$1,230,810$182,246 ▼-12.9%11,8120.2%UtilitiesEQIXEquinix$1,206,728$198,072 ▼-14.1%1,5170.2%FinanceNETCloudflare$1,195,934$1,195,934 ▲New Holding6,1070.2%Computer and TechnologyBRBroadridge Financial Solutions$1,189,146$345,103 ▼-22.5%4,8930.2%Computer and TechnologySPGIS&P Global$1,137,892$146,587 ▼-11.4%2,1580.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,121,0640.0%1,9790.2%ETFECLEcolab$1,062,132$84,874 ▼-7.4%3,9420.2%Basic MaterialsRSPInvesco S&P 500 Equal Weight ETF$1,058,999$8,724 ▲0.8%5,8270.2%ETFLHXL3Harris Technologies$1,019,665$283,951 ▼-21.8%4,0650.2%AerospaceFIFiserv$1,017,909$146,376 ▼-12.6%5,9040.2%Business ServicesNFLXNetflix$1,004,348$594,574 ▲145.1%7500.2%Consumer DiscretionaryCAHCardinal Health$1,003,464$169,008 ▼-14.4%5,9730.2%MedicalIBMInternational Business Machines$975,722$43,333 ▼-4.3%3,3100.2%Computer and TechnologyDELLDell Technologies$891,547$230,856 ▼-20.6%7,2720.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$891,501$27,170 ▼-3.0%2,1000.2%ETFShowing 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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