Burkett Financial Services, LLC Sells in Q3 2025

Burkett Financial Services, LLC

  • $238 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-43.9K
- 2.57%
$28.92 - $32.19 $1.27M - $1.41M
1.66M $53M
VGIT
Vanguard Intermediate Term Tre

ETFs
-39.7K
- 36.52%
$58.97 - $60.36 $2.34M - $2.4M
69K $4.14M
MSFT
Microsoft Corp

Technology
-52
- 0.79%
$491.09 - $535.64 $25.5K - $27.9K
6.56K $3.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-896
- 1.0%
$28.15 - $30.13 $25.2K - $27K
88.4K $2.62M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.1K
- 6.18%
$108.97 - $121.65 $119K - $133K
16.6K $2.01M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.54K
- 6.36%
$21.69 - $23.34 $120K - $129K
81.4K $1.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.52K
- 12.6%
$132.9 - $142.03 $203K - $216K
10.6K $1.49M
AMZN
Amazon Com Inc

Consumer Cyclical
-1
- 0.02%
$211.65 - $238.24 $212 - $238
5.01K $1.1M
WMT
Walmart Inc.

Consumer Defensive
-27
- 0.28%
$94.4 - $104.27 $2.55K - $2.82K
9.47K $976K
JPM
Jpmorgan Chase & CO

Financial Services
-287
- 9.15%
$282.78 - $316.06 $81.2K - $90.7K
2.85K $898K
NVDA
Nvidia Corp

Technology
-141
- 2.59%
$153.3 - $186.58 $21.6K - $26.3K
5.31K $990K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-947
- 3.25%
$27.61 - $29.15 $26.1K - $27.6K
28.2K $821K
VUG
Vanguard Growth ETF

ETFs
-116
- 6.43%
$433.97 - $484.08 $50.3K - $56.2K
1.69K $809K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.25K
- 5.0%
$25.29 - $28.33 $31.7K - $35.5K
23.8K $664K
JNJ
Johnson & Johnson

Healthcare
-197
- 6.41%
$155.17 - $185.42 $30.6K - $36.5K
2.88K $533K
TSLA
Tesla, Inc.

Consumer Cyclical
-25
- 2.16%
$293.94 - $444.72 $7.35K - $11.1K
1.14K $504K
Calamos Russell 2000 Structured Alt ETF (January)
-64
- 0.53%
N/A
11.9K $0
LLY
Eli Lilly & CO

Healthcare
-109
- 30.62%
$625.65 - $812.69 $68.2K - $88.6K
247 $188K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-817
- 8.74%
$25.72 - $27.0 $21K - $22.1K
8.54K $227K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-16
- 0.33%
$49.43 - $54.52 $791 - $872
4.83K $261K
ETN
Eaton Corp PLC

Industrials
-11
- 1.65%
$342.99 - $392.76 $3.77K - $4.32K
654 $244K
PG
Procter & Gamble CO

Consumer Defensive
-75
- 6.43%
$150.47 - $161.22 $11.3K - $12.1K
1.09K $167K
GOOGL
Alphabet Inc.

Communication Services
-58
- 7.41%
$174.36 - $254.72 $10.1K - $14.8K
725 $176K
GLD
Spdr Gold Trust

ETFs
-30
- 7.43%
$300.96 - $355.47 $9.03K - $10.7K
374 $132K
XEL
Xcel Energy Inc

Utilities
-358
- 26.92%
$67.56 - $80.65 $24.2K - $28.9K
972 $78K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-275
- 9.94%
$30.06 - $36.69 $8.27K - $10.1K
2.49K $91K
Cantor Equity Partners Inc
-716
- 28.61%
N/A
1.79K $0
ENB
Enbridge Inc

Energy
-16
- 1.15%
$43.79 - $50.46 $701 - $807
1.38K $69K
Kenvue Inc
-757
- 30.65%
N/A
1.71K $0
XLY
Select Sector Spdr Consumer Di

ETFs
-45
- 20.27%
$216.09 - $242.18 $9.72K - $10.9K
177 $42K
PFE
Pfizer Inc

Healthcare
-85
- 5.33%
$23.29 - $25.88 $1.98K - $2.2K
1.51K $38K
Super Micro Computer Inc
-50
- 9.09%
N/A
500 $0
NEE
Nextera Energy Inc

Utilities
-337
- 92.33%
$69.77 - $77.54 $23.5K - $26.1K
28 $2K
HON
Honeywell International Inc

Industrials
-80
- 80.0%
$207.7 - $240.4 $16.6K - $19.2K
20 $4K
SON
Sonoco Products CO

Consumer Cyclical
-28
- 6.15%
$42.77 - $48.68 $1.2K - $1.36K
427 $18K
BMY
Bristol Myers Squibb CO

Healthcare
-387
- 90.85%
$43.31 - $48.98 $16.8K - $19K
39 $1K
Calamos Nasdaq 100 Structured Alt ETF (March)
-288
- 86.75%
N/A
44 $0
AZN
Astrazeneca PLC

Healthcare
-1
- 1.33%
$68.72 - $82.11 $68.7 - $82.1
74 $5K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-325
- 86.67%
$11.64 - $15.79 $3.78K - $5.13K
50 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-4
- 80.0%
$185.65 - $214.38 $743 - $858
1 $0
0HVP.L
Lumen Technologies, Inc.

Telecommunication
-83
- 88.3%
N/A
11 $0
LCID
Lucid Group, Inc.

Consumer Cyclical
-71
- 91.03%
$1.98 - $24.11 $141 - $1.71K
7 $0
Activity Summary
Buys All Purchases 104 New Holdings 23 Increased Positions 81 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Burkett Financial Services, LLC Portfolio

Follow Burkett Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burkett Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burkett Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email