Burling-Wealth-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-02
Total Holdings
165
Total Value
474966733
Accession Number
0001765380-25-000162
Form Type
13F-HR
Manager Name
Burling-Wealth-Partners
Data Enrichment
96% identified
158 identified7 unidentified

Holdings

165 positions • $475.0M total value
Manager:
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Page 9 of 9
92189H409
Shares:4.0K
Value:$204.7K
% of Portfolio:0.0% ($204.7K/$475.0M)
81369Y308
Shares:2.5K
Value:$204.3K
% of Portfolio:0.0% ($204.3K/$475.0M)
464287887
Shares:1.6K
Value:$203.7K
% of Portfolio:0.0% ($203.7K/$475.0M)
BLUE OWL CAPITAL INC.
Shares:10.1K
Value:$202.5K
% of Portfolio:0.0% ($202.5K/$475.0M)
MCKESSON CORP
Shares:300
Value:$201.9K
% of Portfolio:0.0% ($201.9K/$475.0M)