Burkett Financial Services, LLC Portfolio Holdings

Burkett Financial Services, LLC

  • $242 Billion
  • Q3 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$190M
$14.7 Million 0.01% of portfolio
686
Q3 2024 Added 0.73%
$70.5M
$671,000 0.0% of portfolio
-
Q4 2023 New
$106M
$374,000 0.0% of portfolio
150
Q3 2024 Added 200.0%

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $242 Billion
  • Prior Value $195 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 30 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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