Burkett Financial Services, LLC Purchases in Q1 2025

Burkett Financial Services, LLC

  • $245 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T Rowe Price Small Mid Cap ETF
408
New
N/A
408 $12.4M
CVX
Chevron Corp

Energy
5
+ 1.06%
$146.71 - $167.97 $734 - $840
478 $80M
URA
Global X Uranium ETF

ETFs
378
New
$22.92 - $30.98 $8.66K - $11.7K
378 $8.66M
V
Visa Inc.

Financial Services
1
+ 0.43%
$306.92 - $362.71 $307 - $363
236 $82.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.57K
+ 6.33%
$21.23 - $23.75 $54.5K - $60.9K
43.1K $928M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.92%
$169.2 - $216.66 $338 - $433
220 $46M
Kenvue Inc
21
+ 0.86%
N/A
2.45K $58.7M
D
Dominion Energy, Inc

Utilities
29
+ 1.22%
$52.85 - $57.43 $1.53K - $1.67K
2.41K $135M
ASML
Asml Holding Nv

Technology
10
New
$662.63 - $776.99 $6.63K - $7.77K
10 $6.63M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 1.24%
$117.15 - $158.79 $234 - $318
163 $25.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5
+ 0.1%
$42.5 - $46.71 $213 - $234
4.89K $221M
MMM
3 M CO

Industrials
1
+ 0.33%
$129.7 - $155.12 $130 - $155
308 $45.3M
AZN
Astrazeneca PLC

Healthcare
75
New
$65.37 - $77.96 $4.9K - $5.85K
75 $5.51M
Super Micro Computer Inc
100
+ 20.0%
N/A
600 $20.5M
XEL
Xcel Energy Inc

Utilities
10
+ 0.76%
$63.37 - $72.1 $634 - $721
1.32K $93.4M
AEP
American Electric Power CO Inc

Utilities
3
+ 1.08%
$90.32 - $109.27 $271 - $328
280 $30.5M
CSCO
Cisco Systems, Inc.

Technology
10
+ 0.64%
$58.74 - $64.87 $587 - $649
1.56K $96.4M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.61%
$158.56 - $176.26 $1.11K - $1.23K
1.16K $198M
XLB
Select Sector Spdr Fd Material

ETFs
50
New
$83.19 - $90.99 $4.16K - $4.55K
50 $4.32M
WELL
Welltower Inc.

Real Estate
1
+ 0.69%
$124.05 - $156.86 $124 - $157
145 $22.2M
EPD
Enterprise Products Partners L.P.

Energy
18
+ 1.57%
$31.75 - $34.14 $572 - $615
1.16K $39.7M
VTV
Vanguard Value ETF

ETFs
14
+ 3.99%
$167.73 - $179.21 $2.35K - $2.51K
365 $63.1M
XLV
Select Sector Spdr Fund Health

ETFs
19
New
$137.61 - $149.68 $2.61K - $2.84K
19 $2.77M
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.75%
$89.14 - $117.41 $89.1 - $117
134 $15M
VZ
Verizon Communications Inc

Communication Services
7
+ 1.65%
$37.81 - $46.49 $265 - $325
431 $19.5M
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
BMY
Bristol Myers Squibb CO

Healthcare
4
+ 0.96%
$53.9 - $63.11 $216 - $252
420 $25.6M
PSX
Phillips 66

Energy
1
+ 0.68%
$113.93 - $131.55 $114 - $132
148 $18.3M
ZS
Zscaler, Inc.

Technology
7
New
$181.66 - $216.87 $1.27K - $1.52K
7 $1.39M
Peakstone Realty Trust Class E
13
+ 1.92%
N/A
690 $8.7M
CME
Cme Group Inc.

Financial Services
4
New
$225.82 - $266.54 $903 - $1.07K
4 $1.07M
PFG
Principal Financial Group Inc

Financial Services
1
+ 0.75%
$76.34 - $89.04 $76.3 - $89
134 $11.3M
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
BAX
Baxter International Inc

Healthcare
1
+ 0.65%
$29.26 - $36.57 $29.3 - $36.6
155 $5.3M
SO
Southern CO

Utilities
1
+ 1.64%
$80.96 - $92.96 $81 - $93
62 $5.66M
DG
Dollar General Corp

Consumer Defensive
1
+ 3.7%
$68.44 - $87.93 $68.4 - $87.9
28 $2.44M
HSY
Hershey CO

Consumer Defensive
1
+ 0.9%
$144.74 - $186.36 $145 - $186
112 $19.2M
PEP
Pepsico Inc

Consumer Defensive
6
+ 1.63%
$142.64 - $156.42 $856 - $939
373 $55.9M
AL
Air Lease Corp

Industrials
2
+ 0.51%
$43.38 - $51.13 $86.8 - $102
391 $18.9M
VOD
Vodafone Group Public LTD CO

Communication Services
2
+ 3.51%
$8.05 - $9.86 $16.1 - $19.7
59 $551K
WEN
Wendy'S CO

Consumer Cyclical
0
New
$14.17 - $16.17 $0 - $0
0 $6K
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 2.17%
$72.7 - $84.32 $72.7 - $84.3
47 $3.49M
CMCSA
Comcast Corp

Communication Services
2
+ 1.05%
$33.19 - $38.23 $66.4 - $76.5
192 $7.08M
CAG
Conagra Brands Inc.

Consumer Defensive
2
+ 1.65%
$23.9 - $27.67 $47.8 - $55.3
123 $3.27M
NEE
Nextera Energy Inc

Utilities
3
+ 0.84%
$66.96 - $76.16 $201 - $228
362 $25.7M
CEG
Constellation Energy Corp

Utilities
20
+ 10.47%
$201.63 - $347.44 $4.03K - $6.95K
211 $42.5M
ACCO
Acco Brands Corp

Industrials
2
+ 1.9%
$4.19 - $5.65 $8.38 - $11.3
107 $448K
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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