Burling Wealth Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Burling Wealth Partners, LLC reported 173 stock positions worth $541.7 million. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Amazon.com (AMZN, 4.6%) and Apple (AAPL, 4.4%). Compared with Q1 2025, it opened 17 new positions, sold out of 9, added to 54 and reduced 81. The biggest buy was Nvidia (NVDA, shares +30%) and the biggest sale an exit from Unitedhealth (UNH).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0002054946
Portfolio Value
$541.7M (Q2 2025)
SEC Filing
0001765380-25-000314 ↗ filed Aug 8, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q4 2024: $490.1M Q4 2024 Q1 2025: $475.0M Q1 2025 Q2 2025: $541.7M $541.7M Q2 2025 Q3 2025: $604.0M Q3 2025 Q4 2025: $643.6M Q4 2025 Q1 2026: $618.3M Q1 2026 Q2 2026: $683.4M Q2 2026

Holdings 173 stocks · $541.7M
MSFT Microsoft Corp. 6.09% 66,345 $33.0M Add +5.1%
AMZN Amazon.com Inc. 4.63% 114,318 $25.1M Add +4.6%
AAPL Apple Inc. 4.42% 116,636 $23.9M Add +1.3%
NVDA Nvidia Corp. 3.63% 124,482 $19.7M Add +29.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.56% 68,874 $19.3M Reduce -0.1%
JPM JPMorgan Chase & Co. 3.36% 62,816 $18.2M Add +2.2%
BX Blackstone Inc. 2.68% 97,196 $14.5M Add +0.4%
GOOGL Alphabet Inc. Class A 2.59% 79,695 $14.0M Add +3.3%
IJR iShares Core S&P Small-Cap E 2.57% 127,202 $13.9M Reduce -1.1%
VB Vanguard Most SM-Cap ETF-Usd 2.44% 55,832 $13.2M Reduce -2.3%
ABT Abbott Laboratories 2.14% 85,348 $11.6M Add +1.5%
META Meta Platforms Inc. Class A 1.89% 13,853 $10.2M Add +16.6%
MA Mastercard Inc. Class A 1.85% 17,837 $10.0M Add +7.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.66% 14,542 $9.0M Add +69.0%
GOOG Alphabet Inc. Class C 1.64% 49,952 $8.9M Add +4.0%
ABBV Abbvie Inc. 1.60% 46,771 $8.7M Add +6.1%
LLY Eli Lilly & Co. 1.50% 10,403 $8.1M Add +15.7%
VTI VG Morningstar TS MKT ETF-US 1.45% 25,925 $7.9M Add +21.9%
HON Honeywell International Inc. 1.36% 31,682 $7.4M Add +8.7%
BRK.B Berkshire Hathaway Inc. Class B 1.34% 14,948 $7.3M Add +6.4%
IWM iShares Russell 2000 ETF 1.21% 30,398 $6.6M Reduce -1.6%
CRM Salesforce Inc. 1.12% 22,343 $6.1M Add +13.0%
ROP Roper Technologies Inc. 1.09% 10,379 $5.9M Add +11.8%
VOO Vanguard S&P 500 ETF 1.06% 10,108 $5.7M Add +14.8%
INTU Intuit Inc. 1.04% 7,183 $5.7M Add +15.3%
CME Cme Group Inc. 1.03% 20,342 $5.6M Reduce -8.8%
SGOV iShares 0-3 Month Treasury B 1.02% 55,145 $5.6M Add +747.3%
WM Waste Management Inc. 0.99% 23,516 $5.4M Add +24.0%
PG The Procter & Gamble Co. 0.98% 33,400 $5.3M Reduce -3.4%
RTX RTX Corp. 0.97% 35,843 $5.2M Add +21.9%
DHR Danaher Corp. 0.90% 24,711 $4.9M Reduce -4.4%
NEE Nextera Energy Inc. 0.90% 69,985 $4.9M Add +9.6%
MRSH Marsh & McLennan Cos 0.88% 21,786 $4.8M Add +5.3%
TMUS T-Mobile US Inc. 0.85% 19,385 $4.6M Add +24.9%
AMT American Tower Corp. 0.81% 19,871 $4.4M Reduce -11.9%
SPSB SS SPDR P St C Corp. ETF 0.81% 144,662 $4.4M Add +9.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.81% 35,341 $4.4M Add +14.0%
ZTS Zoetis Inc. 0.78% 27,100 $4.2M Add +22.0%
HD Home Depot Inc. 0.77% 11,397 $4.2M Add +9.5%
ITW Illinois Tool Works 0.76% 16,616 $4.1M Reduce -0.7%
COST Costco Wholesale Corp. 0.73% 3,985 $3.9M Reduce -8.1%
ARES Ares Management Corp. Class A 0.66% 20,679 $3.6M Add +18.9%
CHD Church & Dwight Co. Inc. 0.66% 37,230 $3.6M Add +9.9%
V Visa Inc. Class A 0.65% 9,879 $3.5M Reduce -15.0%
SYK Stryker Corp. 0.64% 8,722 $3.5M Add +28.1%
VLTO Veralto Corp. 0.63% 33,797 $3.4M Add +4.5%
SHV iShares 0-1 Year Treasury Bo 0.62% 30,207 $3.3M New
VEA Vanguard Ftse Developed ETF 0.60% 56,903 $3.2M Reduce -2.9%
JNJ Johnson & Johnson 0.60% 21,132 $3.2M Reduce -8.2%
ICE Intercontinental Exchange Inc. 0.59% 17,522 $3.2M Reduce -1.3%
VEU Vanguard Ftse All-World Ex-U 0.59% 47,716 $3.2M Add +23.4%
MRK Merck & Co. Inc. 0.58% 39,819 $3.2M Reduce -13.5%
KDP Keurig Dr Pepper Inc. 0.57% 93,607 $3.1M Add +38.3%
LIN Linde PLC 0.56% 6,431 $3.0M Add +42.9%
UNP Union Pacific Corp. 0.55% 12,896 $3.0M Reduce -15.0%
XOM Exxon Mobil Corp. 0.54% 27,350 $2.9M Add +34.2%
RGA Reinsurance Group of America 0.52% 14,265 $2.8M Add +19.0%
ORCL Oracle Corp. 0.49% 12,217 $2.7M No change
AZN Astrazeneca PLC-Spons ADR 0.48% 37,273 $2.6M Reduce -21.0%
VIG Vanguard Dividend Apprec ETF 0.48% 12,711 $2.6M Reduce -7.3%
MCD McDonald's Corp. 0.47% 8,715 $2.5M Reduce -6.2%
VWO Vanguard Ftse Emerging Marke 0.46% 49,909 $2.5M Reduce -2.5%
PLD Prologis Inc. 0.45% 23,113 $2.4M Add +33.0%
CSCO Cisco Systems Inc. 0.43% 33,310 $2.3M Reduce -3.0%
NDAQ Nasdaq Inc. 0.42% 25,659 $2.3M Add +20.1%
OKE Oneok Inc. 0.39% 25,744 $2.1M Reduce -14.1%
IVV iShares Core S&P 500 ETF 0.38% 3,300 $2.0M Add +40.6%
CVX Chevron Corp. 0.36% 13,540 $1.9M Reduce -5.5%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.33% 54,673 $1.8M Reduce -23.3%
SHW The Sherwin-Williams Co. 0.32% 5,028 $1.7M Reduce -7.1%
PEP Pepsico Inc. 0.30% 12,432 $1.6M Reduce -12.1%
AZO AutoZone Inc. 0.30% 441 $1.6M Add +341.0%
FTAI Ftai Aviation Ltd. 0.30% 14,115 $1.6M Reduce -14.5%
CARR Carrier Global Corp. 0.30% 22,058 $1.6M No change
MDLZ Mondelez International Inc. Class A 0.30% 23,807 $1.6M Reduce -1.1%
SU Suncor Energy Inc. 0.29% 42,570 $1.6M Add +15.9%
TYL Tyler Technologies Inc. 0.29% 2,677 $1.6M New
PH Parker Hannifin Corp. 0.28% 2,207 $1.5M Reduce -2.4%
BKNG Booking Holdings Inc. 0.28% 265 $1.5M Reduce -13.7%
MCHP Microchip Technology Inc. 0.28% 21,775 $1.5M Reduce -14.0%
GS Goldman Sachs Group Inc. 0.27% 2,078 $1.5M Reduce -9.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.27% 11,713 $1.5M Reduce -9.5%
JEPI JPMorgan Equity Premium Inco 0.25% 23,370 $1.3M Reduce -6.8%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.24% 12,730 $1.3M Reduce -18.0%
OTIS Otis Worldwide Corp. 0.23% 12,531 $1.2M Reduce -4.3%
WEC WEC Energy Group Inc. 0.23% 11,812 $1.2M Reduce -12.9%
EQIX Equinix Inc. 0.22% 1,517 $1.2M Reduce -14.1%
NET Cloudflare Inc. Class A 0.22% 6,107 $1.2M New
BR Broadridge Financial Solutio 0.22% 4,893 $1.2M Reduce -22.5%
SPGI S&P Global Inc. 0.21% 2,158 $1.1M Reduce -11.4%
MDY State Street SPDR S&P Midcap 0.21% 1,979 $1.1M No change
ECL Ecolab Inc. 0.20% 3,942 $1.1M Reduce -7.4%
RSP Invesco S&P 500 Equal Weight 0.20% 5,827 $1.1M Add +0.8%
LHX L3HARRIS Technologies Inc. 0.19% 4,065 $1.0M Reduce -21.8%
FISV Fiserv Inc. 0.19% 5,904 $1.0M Reduce -12.6%
NFLX Netflix Inc. 0.19% 750 $1.0M Add +145.1%
CAH Cardinal Health Inc. 0.19% 5,973 $1.0M Reduce -14.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.18% 3,310 $976K Reduce -4.3%
DELL Dell Technologies -C 0.16% 7,272 $892K Reduce -20.6%
IWF iShares Russell 1000 Growth 0.16% 2,100 $892K Reduce -3.0%
AMD Advanced Micro Devices 0.16% 6,061 $860K New
MLM Martin Marietta Materials 0.16% 1,555 $854K Reduce -5.0%
DKS Dick's Sporting Goods Inc. 0.15% 4,051 $801K Reduce -30.8%
VXF Vanguard Extended Market ETF 0.15% 4,080 $786K Reduce -1.9%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.14% 2,576 $735K No change
VRT Vertiv Holdings Co. Class A 0.13% 5,314 $682K New
ADBE Adobe Inc. 0.12% 1,749 $677K Reduce -27.6%
SCHW Schwab (charles) Corp. 0.12% 7,339 $670K Reduce -17.4%
TDG Transdigm Group Inc. 0.12% 437 $665K Reduce -28.1%
TEL Te Connectivity PLC 0.12% 3,905 $659K Reduce -37.7%
LOW Lowe's Cos Inc. 0.12% 2,962 $657K Add +62.0%
BN Brookfield Corp. 0.12% 10,609 $656K Reduce -19.9%
ANET Arista Networks Inc. 0.12% 6,400 $655K No change
AMP Ameriprise Financial Inc. 0.12% 1,222 $652K Reduce -16.8%
VTEB Vanguard Tax-Exempt Bond ETF 0.12% 13,139 $644K New
XLK SS Technology Select Sector 0.12% 2,493 $631K No change
SBUX Starbucks Corp. 0.11% 6,670 $611K Reduce -7.8%
ORLY O'reilly Automotive Inc. 0.11% 6,747 $608K Add +14.4%
BLK BlackRock Inc. 0.11% 569 $597K Reduce -4.8%
MRVL Marvell Technology Inc. 0.11% 7,581 $587K New
QCOM Qualcomm Inc. 0.11% 3,628 $578K Reduce -29.9%
MS Morgan Stanley 0.10% 4,030 $568K New
ELV Elevance Health Inc. 0.10% 1,419 $552K Reduce -59.8%
IJH iShares Core S&P Midcap ETF 0.09% 8,113 $503K Add +1.9%
ISRG Intuitive Surgical Inc. 0.09% 892 $485K Reduce -16.2%
CMG Chipotle Mexican Grill Inc. 0.09% 8,600 $483K Reduce -11.8%
KO The Coca-Cola Co. 0.09% 6,810 $482K No change
ANSS Ansys Inc. 0.09% 1,356 $476K No change
MTD Mettler-Toledo International 0.08% 380 $446K No change
TXN Texas Instruments Inc. 0.08% 2,110 $438K Reduce -16.4%
IWR iShares Russell Mid-Cap ETF 0.08% 4,734 $435K Reduce -4.5%
ZG Zillow Group Inc. Class A 0.08% 6,279 $430K New
GLD SPDR Gold Shares 0.08% 1,410 $430K Add +1.0%
ADP Automatic Data Processing 0.08% 1,386 $427K Reduce -2.6%
QQQ Invesco QQQ Trust Series 1 0.08% 769 $424K Add +52.6%
FAST Fastenal Co. 0.08% 9,928 $417K No change
ADI Analog Devices Inc. 0.08% 1,742 $415K Reduce -14.0%
AXP American Express Co. 0.07% 1,239 $395K New
IWD iShares Russell 1000 Value E 0.07% 2,001 $389K Reduce -11.3%
FIS Fidelity National Info Serv 0.07% 4,772 $388K Reduce -13.2%
CB Chubb Ltd. 0.07% 1,340 $388K Reduce -2.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.07% 1,990 $388K No change
SCHF Schwab Intl Equity ETF 0.07% 17,447 $386K Add +1.0%
WMT Walmart Inc. 0.06% 3,514 $344K Reduce -13.5%
CAT Caterpillar Inc. 0.06% 870 $338K Reduce -10.3%
CTAS Cintas Corp. 0.06% 1,464 $326K Reduce -15.3%
TMO Thermo Fisher Scientific Inc. 0.06% 793 $322K Reduce -15.5%
HWM Howmet Aerospace Inc. 0.06% 1,724 $321K Reduce -27.8%
LNG Cheniere Energy Inc. 0.06% 1,313 $320K Reduce -8.1%
PANW Palo Alto Networks Inc. 0.06% 1,508 $309K Reduce -26.1%
SCHJ Schwab 1-5 YR Corp. BND ETF 0.06% 12,240 $304K New
SCHX Schwab US Large-Cap ETF 0.05% 12,054 $295K Add +0.6%
VNQ Vanguard Real Estate ETF 0.05% 3,260 $290K No change
XLI SS Industrial Select Sector 0.05% 1,940 $286K No change
VTES Vanguard SH Term Tax-Ex Bond 0.05% 2,689 $271K New
IWV iShares Russell 3000 ETF 0.05% 750 $263K No change
NOBL Proshares S&P 500 Dividend A 0.05% 2,608 $263K New
VGUS Vanguard Ultra SHRT Treasury 0.05% 3,462 $261K New
DE Deere & Co. 0.05% 514 $261K No change
TRGP Targa Resources Corp. 0.05% 1,471 $256K Reduce -34.4%
FLOT iShares Floating Rate Bond E 0.05% 5,000 $255K New
BDX Becton Dickinson and Co. 0.05% 1,475 $254K Reduce -42.7%
BRO Brown & Brown Inc. 0.05% 2,284 $253K Reduce -7.5%
CSX CSX Corp. 0.05% 7,657 $250K Reduce -23.9%
XLV SS Health Care Select Sector 0.05% 1,820 $245K No change
APH Amphenol Corp. Class A 0.04% 2,463 $243K New
ARCC Ares Capital Corp. 0.04% 10,287 $226K Reduce -6.7%
AEP American Electric Power 0.04% 2,175 $226K No change
CBOE Cboe Global Markets Inc. 0.04% 950 $222K No change
MCK McKesson Corp. 0.04% 300 $220K No change
IJT iShares S&P Small-Cap 600 GR 0.04% 1,636 $218K No change
SCMB Schwab Municipal Bond ETF 0.04% 8,625 $217K New
AMGN Amgen Inc. 0.04% 775 $216K No change

Portfolio Sells Q1 2025 → Q2 2025
UNH Unitedhealth Group Inc. Sold out 0.00% −0.34
MRK Merck & Co. Inc. Reduce -13.5% 0.58% −0.29
IJR iShares Core S&P Small-Cap E Reduce -1.1% 2.57% −0.27
PG The Procter & Gamble Co. Reduce -3.4% 0.98% −0.26
AZN Astrazeneca PLC-Spons ADR Reduce -21.0% 0.48% −0.25
OKE Oneok Inc. Reduce -14.1% 0.39% −0.24
VB Vanguard Most SM-Cap ETF-Usd Reduce -2.3% 2.44% −0.23
AMT American Tower Corp. Reduce -11.9% 0.81% −0.22
ELV Elevance Health Inc. Reduce -59.8% 0.10% −0.22
DHR Danaher Corp. Reduce -4.4% 0.90% −0.21
CME Cme Group Inc. Reduce -8.8% 1.03% −0.21
V Visa Inc. Class A Reduce -15.0% 0.65% −0.21
JNJ Johnson & Johnson Reduce -8.2% 0.60% −0.21
UNP Union Pacific Corp. Reduce -15.0% 0.55% −0.21
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.1% 3.56% −0.20
VICI Vici Properties Inc. Reduce -23.3% 0.33% −0.16
CVX Chevron Corp. Reduce -5.5% 0.36% −0.15
PEP Pepsico Inc. Reduce -12.1% 0.30% −0.14
MCD McDonald's Corp. Reduce -6.2% 0.47% −0.14
COST Costco Wholesale Corp. Reduce -8.1% 0.73% −0.13
FISV Fiserv Inc. Reduce -12.6% 0.19% −0.13
ITW Illinois Tool Works Reduce -0.7% 0.76% −0.12
BR Broadridge Financial Solutio Reduce -22.5% 0.22% −0.10
DKS Dick's Sporting Goods Inc. Reduce -30.8% 0.15% −0.10
IWM iShares Russell 2000 ETF Reduce -1.6% 1.21% −0.09
FTAI Ftai Aviation Ltd. Reduce -14.5% 0.30% −0.09
WEC WEC Energy Group Inc. Reduce -12.9% 0.23% −0.08
EQIX Equinix Inc. Reduce -14.1% 0.22% −0.08
VIG Vanguard Dividend Apprec ETF Reduce -7.3% 0.48% −0.08
SHW The Sherwin-Williams Co. Reduce -7.1% 0.32% −0.08
BDX Becton Dickinson and Co. Reduce -42.7% 0.05% −0.08
ADBE Adobe Inc. Reduce -27.6% 0.12% −0.07
TEL Te Connectivity PLC Reduce -37.7% 0.12% −0.06
QCOM Qualcomm Inc. Reduce -29.9% 0.11% −0.06
JEPI JPMorgan Equity Premium Inco Reduce -6.8% 0.25% −0.06
OTIS Otis Worldwide Corp. Reduce -4.3% 0.23% −0.06
TDG Transdigm Group Inc. Reduce -28.1% 0.12% −0.05
ICE Intercontinental Exchange Inc. Reduce -1.3% 0.59% −0.05
ACN Accenture PLC Class A Sold out 0.00% −0.05
SPGI S&P Global Inc. Reduce -11.4% 0.21% −0.05
PNC PNC Financial Services Group Sold out 0.00% −0.05
CMCSA Comcast Corp. Class A Sold out 0.00% −0.05
MDLZ Mondelez International Inc. Class A Reduce -1.1% 0.30% −0.05
TRGP Targa Resources Corp. Reduce -34.4% 0.05% −0.05
WDAY Workday Inc. Class A Sold out 0.00% −0.05
FICO Fair Isaac Corp. Sold out 0.00% −0.04
HYD Vaneck High Yield Muni ETF Sold out 0.00% −0.04
XLP SS Consumer Staples Sel Sect Sold out 0.00% −0.04
OWL Blue Owl Capital Inc. Sold out 0.00% −0.04
LHX L3HARRIS Technologies Inc. Reduce -21.8% 0.19% −0.04

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +29.9% 3.63% +1.44
MSFT Microsoft Corp. Add +5.1% 6.09% +1.10
SGOV iShares 0-3 Month Treasury B Add +747.3% 1.02% +0.89
SPY SS SPDR S&P 500 ETF Trust-US Add +69.0% 1.66% +0.65
SHV iShares 0-1 Year Treasury Bo New 0.62% +0.62
META Meta Platforms Inc. Class A Add +16.6% 1.89% +0.45
TYL Tyler Technologies Inc. New 0.29% +0.29
AMZN Amazon.com Inc. Add +4.6% 4.63% +0.25
INTU Intuit Inc. Add +15.3% 1.04% +0.24
VTI VG Morningstar TS MKT ETF-US Add +21.9% 1.45% +0.22
AZO AutoZone Inc. Add +341.0% 0.30% +0.22
NET Cloudflare Inc. Class A New 0.22% +0.22
JPM JPMorgan Chase & Co. Add +2.2% 3.36% +0.19
AMD Advanced Micro Devices New 0.16% +0.16
RTX RTX Corp. Add +21.9% 0.97% +0.15
VRT Vertiv Holdings Co. Class A New 0.13% +0.13
NFLX Netflix Inc. Add +145.1% 0.19% +0.13
ARES Ares Management Corp. Class A Add +18.9% 0.66% +0.12
VTEB Vanguard Tax-Exempt Bond ETF New 0.12% +0.12
LIN Linde PLC Add +42.9% 0.56% +0.12
MRVL Marvell Technology Inc. New 0.11% +0.11
VOO Vanguard S&P 500 ETF Add +14.8% 1.06% +0.11
MS Morgan Stanley New 0.10% +0.10
SYK Stryker Corp. Add +28.1% 0.64% +0.10
IVV iShares Core S&P 500 ETF Add +40.6% 0.38% +0.10
VEU Vanguard Ftse All-World Ex-U Add +23.4% 0.59% +0.10
KDP Keurig Dr Pepper Inc. Add +38.3% 0.57% +0.08
NDAQ Nasdaq Inc. Add +20.1% 0.42% +0.08
GOOGL Alphabet Inc. Class A Add +3.3% 2.59% +0.08
ZG Zillow Group Inc. Class A New 0.08% +0.08
AXP American Express Co. New 0.07% +0.07
WM Waste Management Inc. Add +24.0% 0.99% +0.07
HON Honeywell International Inc. Add +8.7% 1.36% +0.06
SCHJ Schwab 1-5 YR Corp. BND ETF New 0.06% +0.06
GOOG Alphabet Inc. Class C Add +4.0% 1.64% +0.06
VTES Vanguard SH Term Tax-Ex Bond New 0.05% +0.05
NOBL Proshares S&P 500 Dividend A New 0.05% +0.05
VGUS Vanguard Ultra SHRT Treasury New 0.05% +0.05
FLOT iShares Floating Rate Bond E New 0.05% +0.05
APH Amphenol Corp. Class A New 0.04% +0.04
SCMB Schwab Municipal Bond ETF New 0.04% +0.04
PLD Prologis Inc. Add +33.0% 0.45% +0.04
XOM Exxon Mobil Corp. Add +34.2% 0.54% +0.03
LOW Lowe's Cos Inc. Add +62.0% 0.12% +0.03
QQQ Invesco QQQ Trust Series 1 Add +52.6% 0.08% +0.03
RGA Reinsurance Group of America Add +19.0% 0.52% +0.03
TJX TJX Companies Inc. Add +14.0% 0.81% +0.01
ZTS Zoetis Inc. Add +22.0% 0.78% +0.01
CRM Salesforce Inc. Add +13.0% 1.12% +0.01
SCHF Schwab Intl Equity ETF Add +1.0% 0.07% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 180$683.4MAAPL, AMZN, NVDA, GOOGL, MSFT
Q1 2026 177$618.3MAAPL, MSFT, AMZN, NVDA, GOOGL
Q4 2025 185$643.6MAAPL, MSFT, AMZN, NVDA, GOOGL
Q3 2025 176$604.0MMSFT, AAPL, AMZN, NVDA, VO
Q2 2025 173$541.7MMSFT, AMZN, AAPL, NVDA, VO
Q1 2025 165$475.0MAAPL, MSFT, AMZN, VO, JPM
Q4 2024 164$490.1MAAPL, MSFT, AMZN, VO, BX