Burkett Financial Services, LLC Portfolio Holdings

Burkett Financial Services, LLC

  • $245 Billion
  • Q4 2024

Burkett Financial Services, LLC has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $245 Billion distributed in 223 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 $47.9B, Schwab Strategic Tr Us Dividen with a value of $42.1B, Xtrackers Msci Eafe Hedged Equ with a value of $19.7B, Vanguard Ftse Developed Market with a value of $18.4B, and Eagle Capital Select Equity ETF with a value of $17.9B.

Examining the 13F form we can see an increase of $2.63B in the current position value, from $242B to 245B.

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 $245 Billion
ETFs: $186 Billion
Technology: $7.9 Billion
Financial Services: $3.09 Billion
Communication Services: $2.44 Billion
Consumer Cyclical: $2.11 Billion
Healthcare: $1.7 Billion
Utilities: $1.69 Billion
Consumer Defensive: $1.69 Billion
Other: $1.41 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$170M
$16.6 Million 0.01% of portfolio
690
Q4 2024 Added 0.58%
$75.1M
$1,000 0.0% of portfolio
4
Q4 2024 New
$70.5M
$502,000 0.0% of portfolio
-
Q4 2023 New
$280M
$3.77 Million 0.0% of portfolio
2,445
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $245 Billion
  • Prior Value $242 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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