Burkett Financial Services, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $242 Billion distributed in 217 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $46.5B, Schwab Strategic Tr Us Dividen with a value of $43.3B, Vanguard Ftse Developed Market with a value of $19.6B, Xtrackers Msci Eafe Hedged Equ with a value of $19.6B, and Eagle Capital Select Equity ETF with a value of $17.6B.
Examining the 13F form we can see an increase of $47.1B in the current position value, from $195B to 242B.
Burkett Financial Services, LLC is based out at Rock Hill, SC
Below you can find more details about Burkett Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$242 Billion
ETFs: $188 Billion
Technology: $7.32 Billion
Financial Services: $3.05 Billion
Communication Services: $2.31 Billion
Healthcare: $2.06 Billion
Utilities: $1.75 Billion
Consumer Defensive: $1.68 Billion
Consumer Cyclical: $1.61 Billion
Other: $1.32 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
