Burkett Financial Services, LLC Incresed Positions in Q1 2025

Burkett Financial Services, LLC

  • $245 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
18.8K
+ 4.89%
$47.4 - $52.99 $891K - $996K
403K $20.5B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38K
+ 2.47%
$27.01 - $28.54 $1.03M - $1.09M
1.58M $44.2B
Calamos S&P Structured Alt ETF (Blended)
57.8K
+ 8.92%
N/A
707K $18B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.77K
+ 0.37%
$41.61 - $44.72 $73.5K - $79K
477K $20.6B
EEMV
Ishares Msci Emerging Markets

ETFs
10.5K
+ 4.02%
$57.07 - $59.29 $602K - $625K
273K $15.9B
VGIT
Vanguard Intermediate Term Tre

ETFs
6.72K
+ 7.72%
$57.44 - $59.4 $386K - $399K
93.8K $5.57B
T
At&T Inc.

Communication Services
822
+ 1.14%
$21.56 - $28.28 $17.7K - $23.2K
72.9K $2.06B
DUK
Duke Energy Corp

Utilities
373
+ 3.26%
$105.87 - $121.97 $39.5K - $45.5K
11.8K $1.44B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
227
+ 71.61%
$442.66 - $534.52 $100K - $121K
544 $290M
VT
Vanguard Total World Stk Index

ETFs
1.03K
+ 25.73%
$115.08 - $123.97 $118K - $127K
5.01K $581M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
972
+ 10.39%
$23.18 - $24.68 $22.5K - $24K
10.3K $251M
JPM
Jpmorgan Chase & CO

Financial Services
36
+ 1.15%
$225.19 - $279.95 $8.11K - $10.1K
3.17K $777M
XOM
Exxon Mobil Corp

Energy
17
+ 0.86%
$105.44 - $118.93 $1.79K - $2.02K
1.99K $236M
ABT
Abbott Laboratories

Healthcare
5
+ 0.45%
$111.1 - $140.22 $556 - $701
1.12K $148M
DTE
Dte Energy CO

Utilities
10
+ 0.88%
$117.6 - $138.27 $1.18K - $1.38K
1.15K $158M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.28%
$725.72 - $929.72 $726 - $930
358 $296M
MO
Altria Group, Inc.

Consumer Defensive
42
+ 2.02%
$50.81 - $60.02 $2.13K - $2.52K
2.12K $127M
MDT
Medtronic PLC

Healthcare
185
+ 185.0%
$79.84 - $94.5 $14.8K - $17.5K
285 $25.6M
DE
Deere & CO

Industrials
1
+ 0.32%
$408.57 - $509.27 $409 - $509
310 $145M
IVE
Ishares S&P 500 Value ETF

ETFs
86
+ 1.2%
$185.78 - $198.58 $16K - $17.1K
7.27K $1.39B
IBM
International Business Machines Corp

Technology
3
+ 0.69%
$217.4 - $264.74 $652 - $794
436 $108M
CVX
Chevron Corp

Energy
5
+ 1.06%
$146.71 - $167.97 $734 - $840
478 $80M
V
Visa Inc.

Financial Services
1
+ 0.43%
$306.92 - $362.71 $307 - $363
236 $82.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.57K
+ 6.33%
$21.23 - $23.75 $54.5K - $60.9K
43.1K $928M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.92%
$169.2 - $216.66 $338 - $433
220 $46M
Kenvue Inc
21
+ 0.86%
N/A
2.45K $58.7M
D
Dominion Energy, Inc

Utilities
29
+ 1.22%
$52.85 - $57.43 $1.53K - $1.67K
2.41K $135M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 1.24%
$117.15 - $158.79 $234 - $318
163 $25.9M
VLO
Valero Energy Corp

Energy
5
+ 0.83%
$121.76 - $142.99 $609 - $715
605 $79.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5
+ 0.1%
$42.5 - $46.71 $213 - $234
4.89K $221M
MMM
3 M CO

Industrials
1
+ 0.33%
$129.7 - $155.12 $130 - $155
308 $45.3M
Super Micro Computer Inc
100
+ 20.0%
N/A
600 $20.5M
XEL
Xcel Energy Inc

Utilities
10
+ 0.76%
$63.37 - $72.1 $634 - $721
1.32K $93.4M
AEP
American Electric Power CO Inc

Utilities
3
+ 1.08%
$90.32 - $109.27 $271 - $328
280 $30.5M
CSCO
Cisco Systems, Inc.

Technology
10
+ 0.64%
$58.74 - $64.87 $587 - $649
1.56K $96.4M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.61%
$158.56 - $176.26 $1.11K - $1.23K
1.16K $198M
WELL
Welltower Inc.

Real Estate
1
+ 0.69%
$124.05 - $156.86 $124 - $157
145 $22.2M
EPD
Enterprise Products Partners L.P.

Energy
18
+ 1.57%
$31.75 - $34.14 $572 - $615
1.16K $39.7M
VTV
Vanguard Value ETF

ETFs
14
+ 3.99%
$167.73 - $179.21 $2.35K - $2.51K
365 $63.1M
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.75%
$89.14 - $117.41 $89.1 - $117
134 $15M
VZ
Verizon Communications Inc

Communication Services
7
+ 1.65%
$37.81 - $46.49 $265 - $325
431 $19.5M
BMY
Bristol Myers Squibb CO

Healthcare
4
+ 0.96%
$53.9 - $63.11 $216 - $252
420 $25.6M
PSX
Phillips 66

Energy
1
+ 0.68%
$113.93 - $131.55 $114 - $132
148 $18.3M
Peakstone Realty Trust Class E
13
+ 1.92%
N/A
690 $8.7M
PFG
Principal Financial Group Inc

Financial Services
1
+ 0.75%
$76.34 - $89.04 $76.3 - $89
134 $11.3M
BAX
Baxter International Inc

Healthcare
1
+ 0.65%
$29.26 - $36.57 $29.3 - $36.6
155 $5.3M
SO
Southern CO

Utilities
1
+ 1.64%
$80.96 - $92.96 $81 - $93
62 $5.66M
DG
Dollar General Corp

Consumer Defensive
1
+ 3.7%
$68.44 - $87.93 $68.4 - $87.9
28 $2.44M
HSY
Hershey CO

Consumer Defensive
1
+ 0.9%
$144.74 - $186.36 $145 - $186
112 $19.2M
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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