BW

BURLING WEALTH PARTNERS, LLC

13F
BURLING WEALTH PARTNERS, LLC
Last update 2025-05-02 165 Stocks (5 new)
Value $475.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(5.39%)MSFT(4.99%)AMZN(4.38%)VO(3.75%)JPM(3.17%)
Summary Stock Picks Current Portfolio
BURLING WEALTH PARTNERS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
115,167
25,582.0
-3.03%
5.390
-0.18%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
MSFT
Microsoft Corp
63,100
23,687.3
+1.90%
4.990
+0.09%
0.000
+35.37%
+20.48%
3,759,901.0
Software
AMZN
Amazon.com Inc
109,257
20,787.2
+1.41%
4.380
+0.06%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
VO
Vanguard Mid-Cap ETF
68,948
17,831.3
-2.26%
3.750
-0.09%
0.020
+15.44%
+8.98%
80,725.0
 
JPM
JPMorgan Chase & Co
61,450
15,073.7
+1.47%
3.170
+0.05%
0.000
+23.79%
+25.81%
815,993.3
Banks
BX
Blackstone Inc
96,830
13,534.8
+1.17%
2.850
+0.03%
0.010
+36.36%
+1.29%
131,507.7
Asset Management
IJR
iShares Core S&P Small-Cap ETF
128,665
13,454.5
-2.34%
2.830
-0.07%
0.020
+16.61%
-0.93%
83,183.4
 
VB
Vanguard Small Cap ETF
57,161
12,675.5
+2.93%
2.670
+0.08%
0.020
+17.58%
+2.97%
62,181.4
 
GOOGL
Alphabet Inc
77,174
11,934.2
-1.21%
2.510
-0.04%
0.000
+22.60%
+0.73%
2,315,381.3
Interactive Media
ABT
Abbott Laboratories
84,099
11,155.7
-0.43%
2.350
-0.01%
0.000
-2.65%
+12.85%
218,923.7
Medical Devices & Instruments

BURLING WEALTH PARTNERS, LLC's Historical Top Holdings Breakdowns

BURLING WEALTH PARTNERS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH
UnitedHealth Group Inc
2025-03-31
Reduce
Reduce
-0.65%
●
461.52 ($511.2) 548.18
$292.51
-42.78%
Reduce -67.1%
3,082
-6,287
FTAI
FTAI Aviation Ltd
2025-03-31
Reduce
Reduce
-0.45%
●
83.79 ($118.16) 174.02
$112.20
-5.04%
Reduce -48.31%
16,517
-15,439
ITW
Illinois Tool Works Inc
2025-03-31
Reduce
Reduce
-0.36%
●
244.9 ($256.96) 274.48
$263.24
2.44%
Reduce -29.42%
16,737
-6,977
ZTS
Zoetis Inc
2025-03-31
Add
Add
+0.33%
●
156.48 ($166.29) 175.67
$153.45
-7.72%
Add 76.62%
22,220
9,639
WM
Waste Management Inc
2025-03-31
Add
Add
+0.32%
●
200.54 ($221.47) 233.78
$228.12
3.00%
Add 53.79%
18,962
6,632
ELV
Elevance Health Inc
2025-03-31
Reduce
Reduce
-0.30%
●
365.83 ($401.43) 436.25
$296.60
-26.11%
Reduce -53.21%
3,528
-4,012
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
2025-03-31
Add
Add
+0.30%
●
29.82 ($29.96) 30.1
$30.11
0.50%
Add 56.05%
131,932
47,388
VLTO
Veralto Corp
2025-03-31
Add
Add
+0.25%
●
95.43 ($99.82) 104.05
$101.81
1.99%
Add 60.19%
32,339
12,151
RGA
Reinsurance Group of America Inc
2025-03-31
Add
Add
+0.23%
●
186.01 ($207.27) 231.1
$196.77
-5.07%
Add 84.54%
11,986
5,491
TMUS
T-Mobile US Inc
2025-03-31
Add
Add
+0.23%
●
211.3 ($246.5) 272.83
$233.93
-5.10%
Add 34.94%
15,519
4,018

BURLING WEALTH PARTNERS, LLC Total Holding History ($B)

To

BURLING WEALTH PARTNERS, LLC's Asset Allocation

To

BURLING WEALTH PARTNERS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BURLING WEALTH PARTNERS, LLC's Hypothetical Growth since 2025-03-31

BURLING WEALTH PARTNERS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BURLING WEALTH PARTNERS, LLC's Holdings Heat Map

Size field:

BURLING WEALTH PARTNERS, LLC's Holdings Bubble Chart

BURLING WEALTH PARTNERS, LLC News

  • 1

Discussions on BURLING WEALTH PARTNERS, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.