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CIK: 0002054946
Total reported value
$683.4M
$683.4M
164 檔
16.8%
In Q4 2024, Burling Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $683.4M, distributed across 164 disclosed stock positions.
During Q4 2024, Burling Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.07% | +0.18% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.33% | -0.40% | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.82% | +0.17% | — | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.80% | +0.16% | — | |
| 5 | BX | Blackstone Inc | Stock-Financials | 3.37% | -0.16% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.10% | +0.27% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.02% | +0.39% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.96% | +0.02% | — | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.72% | +0.24% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | +0.19% | — | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.95% | -0.34% | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.78% | +0.30% | — | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.74% | -0.11% | — | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.45% | +0.07% | — | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.38% | +0.12% | — | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | +0.36% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.26% | -0.06% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | -0.18% | — | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.26% | — | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.25% | +0.17% | — | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.08% | — | |
| 22 | ITW | Illinois Tool Works | Stock-Industrials | 1.23% | -0.11% | — | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 1.22% | -1.22% | EXIT | |
| 24 | CME | Cme Group Inc | Stock-Financials | 1.19% | -0.23% | — | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 1.19% | -0.15% | — | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.14% | -0.03% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | +0.12% | — | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 0.97% | -0.06% | — | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | — | — | |
| 30 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.94% | -0.01% | — | |
| 31 | ROP | Roper Technologies Inc | Stock-Tech | 0.90% | -0.02% | — | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.87% | — | — | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.86% | -0.15% | — | |
| 34 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.86% | -0.14% | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.74% | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.07% | — | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | -0.57% | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.06% | — | |
| 39 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.79% | — | — | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | +0.01% | — | |
| 41 | OKE | Oneok Inc | Stock-Energy | 0.65% | -0.03% | — | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.64% | -0.17% | — | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.04% | — | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.60% | -0.41% | EXIT | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.60% | -0.14% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.07% | — | |
| 47 | VICI | Vici Properties Inc | Stock-Real Estate | 0.58% | -0.03% | — | |
| 48 | ELV | Elevance Health Inc | Stock-Healthcare | 0.57% | — | — | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.56% | -0.02% | — | |
| 50 | ARES | Ares Management CORP - A | Stock-Financials | 0.55% | — | — |
According to official SEC Form 13F filings, Burling Wealth Partners, LLC reported a total U.S. public equity portfolio value of $683.4M across 164 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 16.8% of total reported equity market value during Q4 2024.
During Q4 2024, Burling Wealth Partners, LLC's top holdings by market value included AAPL (6.1%)、MSFT (5.3%)、AMZN (4.8%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q4 2024, Burling Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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