Burkett Financial Services, LLC New Holdings in Q1 2025

Burkett Financial Services, LLC

  • $245 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Calamos Russell 2000 Structured Alt ETF (January)
6.81K
New
N/A
6.81K $167M
Calamos S&P 500 Structured Alt ETF (March)
3.52K
New
N/A
3.52K $82.9M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
880
New
$67.03 - $74.61 $59K - $65.7K
880 $59.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.07K
New
$50.48 - $51.04 $54.1K - $54.7K
1.07K $54.4M
Calamos Bitcoin Structred Alt ETF (January)
1.9K
New
N/A
1.9K $47.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
716
New
$64.88 - $72.1 $46.5K - $51.6K
716 $47.1M
Pimco Multisector Bond Actv ETF
1.77K
New
N/A
1.77K $46.5M
Victory Shares Free Cash Flow ETF
1.3K
New
N/A
1.3K $44.6M
Calamos Nasdaq 100 Structured Alt ETF (March)
1.69K
New
N/A
1.69K $40.9M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
642
New
N/A
642 $31.9M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
918
New
$23.43 - $25.55 $21.5K - $23.5K
918 $23.5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
524
New
$39.18 - $43.52 $20.5K - $22.8K
524 $21.9M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
208
New
$94.87 - $96.11 $19.7K - $20K
208 $20M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
396
New
$50.21 - $51.23 $19.9K - $20.3K
396 $20M
FTGC
First Trust Global Tactical CO

ETFs
732
New
$23.95 - $25.86 $17.5K - $18.9K
732 $18.7M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
304
New
$59.78 - $60.03 $18.2K - $18.2K
304 $18.2M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
352
New
$49.22 - $51.73 $17.3K - $18.2K
352 $17.8M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
218
New
$78.12 - $83.7 $17K - $18.2K
218 $17.6M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
196
New
$86.24 - $97.98 $16.9K - $19.2K
196 $17.1M
TDIV
First Trust Nasdaq Technology

ETFs
232
New
$73.39 - $83.95 $17K - $19.5K
232 $17.1M
SMR
Nuscale Power Corp

Industrials
1.2K
New
$14.16 - $29.08 $17K - $34.9K
1.2K $17M
CTA
Simplify Exch Traded Fds Simpl

ETFs
474
New
$27.81 - $30.21 $13.2K - $14.3K
474 $14M
FDL
First Tr Morningstar Dividend

ETFs
310
New
$39.69 - $43.83 $12.3K - $13.6K
310 $13.5M
FVD
First Tr Value Line Divid Inde

ETFs
300
New
$42.61 - $45.51 $12.8K - $13.7K
300 $13.4M
XLI
Industrial Sector Spdr

ETFs
100
New
$128.78 - $141.67 $12.9K - $14.2K
100 $13.1M
RDVY
First Trust Rising Dividend Ac

ETFs
222
New
$57.22 - $63.39 $12.7K - $14.1K
222 $13M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
512
New
$24.88 - $26.85 $12.7K - $13.7K
512 $12.9M
T Rowe Price Small Mid Cap ETF
408
New
N/A
408 $12.4M
URA
Global X Uranium ETF

ETFs
378
New
$22.92 - $30.98 $8.66K - $11.7K
378 $8.66M
ASML
Asml Holding Nv

Technology
10
New
$662.63 - $776.99 $6.63K - $7.77K
10 $6.63M
AZN
Astrazeneca PLC

Healthcare
75
New
$65.37 - $77.96 $4.9K - $5.85K
75 $5.51M
XLB
Select Sector Spdr Fd Material

ETFs
50
New
$83.19 - $90.99 $4.16K - $4.55K
50 $4.32M
XLV
Select Sector Spdr Fund Health

ETFs
19
New
$137.61 - $149.68 $2.61K - $2.84K
19 $2.77M
SRE
Sempra Energy

Utilities
30
New
$67.85 - $87.67 $2.04K - $2.63K
30 $2.14M
PLTR
Palantir Technologies Inc.

Technology
25
New
$64.98 - $124.62 $1.62K - $3.12K
25 $2.11M
ZS
Zscaler, Inc.

Technology
7
New
$181.66 - $216.87 $1.27K - $1.52K
7 $1.39M
CME
Cme Group Inc.

Financial Services
4
New
$225.82 - $266.54 $903 - $1.07K
4 $1.07M
VTR
Ventas, Inc.

Real Estate
14
New
$56.9 - $70.47 $797 - $987
14 $970K
WHR
Whirlpool Corp

Consumer Cyclical
10
New
$88.58 - $133.14 $886 - $1.33K
10 $919K
WEN
Wendy'S CO

Consumer Cyclical
0
New
$14.17 - $16.17 $0 - $0
0 $6K
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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