Burkett Financial Services, LLC Incresed Positions in Q2 2025

Burkett Financial Services, LLC

  • $278 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
1
+ 2.44%
$52.4 - $64.65 $52.4 - $64.7
42 $2.69M
GM
General Motors CO

Consumer Cyclical
1
+ 1.92%
$42.48 - $50.46 $42.5 - $50.5
53 $2.58M
F
Ford Motor CO

Consumer Cyclical
2
+ 2.25%
$8.69 - $10.85 $17.4 - $21.7
91 $984K
VTRS
Viatris Inc

Healthcare
2
+ 1.5%
$7.26 - $9.12 $14.5 - $18.2
135 $1.2M
ET
Energy Transfer LP

Energy
5
+ 1.74%
$15.65 - $18.93 $78.3 - $94.7
293 $5.31M
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.75%
$96.91 - $113.0 $96.9 - $113
135 $15M
CMCSA
Comcast Corp

Communication Services
2
+ 1.04%
$32.84 - $36.72 $65.7 - $73.4
194 $6.91M
NEE
Nextera Energy Inc

Utilities
3
+ 0.83%
$64.11 - $75.0 $192 - $225
365 $25.3M
HSY
Hershey CO

Consumer Defensive
1
+ 0.89%
$151.29 - $173.13 $151 - $173
113 $18.8M
PSX
Phillips 66

Energy
2
+ 1.35%
$92.87 - $125.73 $186 - $251
150 $17.9M
PFG
Principal Financial Group Inc

Financial Services
1
+ 0.75%
$69.56 - $86.19 $69.6 - $86.2
135 $10.8M
BAX
Baxter International Inc

Healthcare
1
+ 0.65%
$27.8 - $34.02 $27.8 - $34
156 $4.71M
VZ
Verizon Communications Inc

Communication Services
6
+ 1.39%
$41.67 - $45.62 $250 - $274
437 $18.9M
UPS
United Parcel Service Inc

Industrials
2
+ 2.17%
$91.92 - $110.2 $184 - $220
94 $9.48M
CAG
Conagra Brands Inc.

Consumer Defensive
1
+ 0.81%
$20.4 - $26.78 $20.4 - $26.8
124 $2.55M
MO
Altria Group, Inc.

Consumer Defensive
36
+ 1.7%
$55.56 - $60.91 $2K - $2.19K
2.16K $126M
JBHT
Hunt J B Transport Services Inc

Industrials
1
+ 0.47%
$124.73 - $152.78 $125 - $153
216 $31M
GIS
General Mills Inc

Consumer Defensive
2
+ 1.32%
$50.37 - $60.97 $101 - $122
153 $7.92M
AEP
American Electric Power CO Inc

Utilities
2
+ 0.71%
$98.59 - $109.11 $197 - $218
282 $29.3M
SON
Sonoco Products CO

Consumer Cyclical
6
+ 1.34%
$40.6 - $47.93 $244 - $288
455 $19.8M
KO
Coca Cola CO

Consumer Defensive
40
+ 0.72%
$68.37 - $73.9 $2.73K - $2.96K
5.61K $397M
SSB
South State Corp

Financial Services
61
+ 0.6%
$80.59 - $94.67 $4.92K - $5.77K
10.2K $936M
XEL
Xcel Energy Inc

Utilities
11
+ 0.83%
$65.65 - $72.39 $722 - $796
1.33K $90.6M
EPD
Enterprise Products Partners L.P.

Energy
20
+ 1.72%
$28.95 - $34.22 $579 - $684
1.18K $36.6M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.91%
$170.16 - $206.27 $340 - $413
222 $41.1M
DTE
Dte Energy CO

Utilities
9
+ 0.79%
$127.39 - $139.49 $1.15K - $1.26K
1.16K $153M
BMY
Bristol Myers Squibb CO

Healthcare
6
+ 1.43%
$44.12 - $59.6 $265 - $358
426 $19.7M
PEP
Pepsico Inc

Consumer Defensive
4
+ 1.07%
$128.02 - $151.37 $512 - $605
377 $49.8M
Kenvue Inc
21
+ 0.86%
N/A
2.47K $51.7M
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.69%
$157.66 - $172.39 $1.26K - $1.38K
1.17K $186M
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.48%
$210.83 - $235.28 $1.69K - $1.88K
1.69K $375M
XOM
Exxon Mobil Corp

Energy
19
+ 0.96%
$99.93 - $119.04 $1.9K - $2.26K
2K $216M
DUK
Duke Energy Corp

Utilities
95
+ 0.8%
$112.46 - $124.05 $10.7K - $11.8K
11.9K $1.41B
AAPL
Apple Inc.

Technology
18
+ 0.12%
$172.42 - $223.89 $3.1K - $4.03K
14.4K $2.96B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
59.2K
+ 3.75%
$24.32 - $27.87 $1.44M - $1.65M
1.64M $43.4B
Activity Summary
Buys All Purchases 96 New Holdings 10 Increased Positions 86 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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