Burkett Financial Services, LLC Purchases in Q1 2025

Burkett Financial Services, LLC

  • $245 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ET
Energy Transfer LP

Energy
5
+ 1.77%
$17.26 - $21.08 $86.3 - $105
288 $5.35M
DOW
Dow Inc.

Basic Materials
1
+ 1.82%
$34.36 - $41.92 $34.4 - $41.9
56 $1.97M
SYY
Sysco Corp

Consumer Defensive
3
+ 0.7%
$70.0 - $77.13 $210 - $231
429 $32.2M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1
+ 2.86%
$48.65 - $66.04 $48.7 - $66
36 $1.9M
VTRS
Viatris Inc

Healthcare
2
+ 1.53%
$8.68 - $12.42 $17.4 - $24.8
133 $1.16M
SON
Sonoco Products CO

Consumer Cyclical
4
+ 0.9%
$44.71 - $49.22 $179 - $197
449 $21.2M
GIS
General Mills Inc

Consumer Defensive
1
+ 0.67%
$57.56 - $65.3 $57.6 - $65.3
151 $9.04M
FCCO
First Community Corp

Financial Services
4
+ 0.58%
$21.71 - $27.55 $86.8 - $110
694 $15.7M
UBSI
United Bankshares Inc

Financial Services
4
+ 1.03%
$34.03 - $39.27 $136 - $157
393 $13.6M
SIGI
Selective Insurance Group Inc

Financial Services
3
+ 0.4%
$78.49 - $95.48 $235 - $286
754 $69M
TFC
Truist Financial Corp

Financial Services
34
+ 2.81%
$39.48 - $48.15 $1.34K - $1.64K
1.25K $51.2M
UPS
United Parcel Service Inc

Industrials
1
+ 1.1%
$109.66 - $136.26 $110 - $136
92 $10.2M
HON
Honeywell International Inc

Industrials
1
+ 0.97%
$202.75 - $226.52 $203 - $227
104 $22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 3.86%
$507.05 - $563.67 $4.56K - $5.07K
242 $124M
DTM
Dt Midstream, Inc.

Energy
5
+ 0.64%
$86.95 - $113.75 $435 - $569
790 $76.2M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.88%
$347.25 - $424.87 $347 - $425
114 $41.6M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2
+ 0.4%
$117.4 - $131.02 $235 - $262
502 $60.1M
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.39%
$83.01 - $101.02 $83 - $101
260 $23.3M
TGT
Target Corp

Consumer Defensive
1
+ 1.15%
$103.65 - $142.5 $104 - $143
88 $9.18M
XLY
Select Sector Spdr Consumer Di

ETFs
17
+ 7.73%
$192.6 - $233.2 $3.27K - $3.96K
237 $46.7M
CSX
Csx Corp

Industrials
4
+ 0.4%
$29.11 - $33.67 $116 - $135
1K $29.5M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.21%
$81.62 - $96.63 $81.6 - $96.6
469 $39.1M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.54%
$198.1 - $229.79 $198 - $230
187 $37.3M
EMR
Emerson Electric CO

Industrials
2
+ 0.56%
$108.64 - $131.17 $217 - $262
357 $39.2M
I Shares Bitcoin Trust ETF
40
+ 3.3%
N/A
1.25K $58.6M
VB
Vanguard Small Cap ETF

ETFs
14
+ 2.51%
$217.89 - $252.64 $3.05K - $3.54K
572 $127M
URI
United Rentals, Inc.

Industrials
1
+ 0.7%
$594.17 - $789.56 $594 - $790
143 $89.3M
GOOGL
Alphabet Inc.

Communication Services
54
+ 7.29%
$154.33 - $206.19 $8.33K - $11.1K
795 $123M
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.48%
$222.66 - $268.42 $1.78K - $2.15K
1.68K $393M
WMT
Walmart Inc.

Consumer Defensive
22
+ 0.23%
$84.5 - $105.05 $1.86K - $2.31K
9.49K $833M
ORCL
Oracle Corp

Technology
3
+ 0.23%
$139.81 - $186.47 $419 - $559
1.33K $186M
CRM
Salesforce, Inc.

Technology
1
+ 0.11%
$268.36 - $359.95 $268 - $360
884 $237M
SSB
South State Corp

Financial Services
52
+ 0.52%
$89.4 - $108.33 $4.65K - $5.63K
10.1K $939M
NVDA
Nvidia Corp

Technology
130
+ 2.48%
$106.98 - $149.43 $13.9K - $19.4K
5.38K $583M
AMZN
Amazon Com Inc

Consumer Cyclical
24
+ 0.48%
$190.26 - $242.06 $4.57K - $5.81K
5.02K $955M
MSFT
Microsoft Corp

Technology
47
+ 0.71%
$375.39 - $447.2 $17.6K - $21K
6.63K $2.49B
AAPL
Apple Inc.

Technology
93
+ 0.65%
$209.68 - $247.1 $19.5K - $23K
14.4K $3.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.89K
+ 4.33%
$102.49 - $119.96 $296K - $347K
69.7K $7.29B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.77K
+ 2.04%
$57.21 - $65.8 $273K - $314K
239K $13.9B
Activity Summary
Buys All Purchases 140 New Holdings 41 Increased Positions 99 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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