Burkett Financial Services, LLC Sells in Q3 2024

Burkett Financial Services, LLC

  • $242 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.76K
- 26.04%
$84.77 - $97.13 $234K - $268K
7.84K $751M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-16.9K
- 3.66%
$92.63 - $105.69 $1.57M - $1.79M
446K $46.5B
MSFT
Microsoft Corp

Technology
-77
- 1.16%
$395.15 - $467.56 $30.4K - $36K
6.58K $2.83B
VT
Vanguard Total World Stk Index

ETFs
-650
- 14.73%
$107.72 - $119.96 $70K - $78K
3.76K $450M
TSLA
Tesla, Inc.

Consumer Cyclical
-320
- 45.39%
$191.76 - $263.26 $61.4K - $84.2K
385 $101M
GOOGL
Alphabet Inc.

Communication Services
-80
- 9.51%
$148.65 - $191.18 $11.9K - $15.3K
761 $126M
AOR
Ishares Tr Core Growth Allocat

ETFs
-474
- 81.03%
$55.15 - $59.31 $26.1K - $28.1K
111 $6.57M
GD
General Dynamics Corp

Industrials
-82
- 89.13%
$279.51 - $308.09 $22.9K - $25.3K
10 $3.02M
F
Ford Motor CO

Consumer Cyclical
-1.51K
- 38.99%
$9.71 - $14.55 $14.6K - $21.9K
2.36K $24.9M
DG
Dollar General Corp

Consumer Defensive
-166
- 86.01%
$80.41 - $132.42 $13.3K - $22K
27 $2.31M
PEP
Pepsico Inc

Consumer Defensive
-93
- 17.75%
$161.9 - $179.3 $15.1K - $16.7K
431 $73.4M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-200
- 98.04%
N/A
4 $369K
ENB
Enbridge Inc

Energy
-549
- 28.21%
$35.27 - $41.18 $19.4K - $22.6K
1.4K $56.7M
GIS
General Mills Inc

Consumer Defensive
-196
- 56.98%
$62.5 - $75.15 $12.3K - $14.7K
148 $11M
PFE
Pfizer Inc

Healthcare
-256
- 12.16%
$27.7 - $31.39 $7.09K - $8.04K
1.85K $53.5M
JPM
Jpmorgan Chase & CO

Financial Services
-172
- 4.74%
$194.9 - $224.8 $33.5K - $38.7K
3.45K $728M
BMY
Bristol Myers Squibb CO

Healthcare
-189
- 31.45%
$39.66 - $51.75 $7.5K - $9.78K
412 $21.3M
VTRS
Viatris Inc

Healthcare
-17
- 11.56%
$10.32 - $12.13 $175 - $206
130 $1.51M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1
- 3.85%
$523.84 - $572.02 $524 - $572
25 $14.4M
JBHT
Hunt J B Transport Services Inc

Industrials
-3
- 1.38%
$155.54 - $176.97 $467 - $531
215 $37M
ETN
Eaton Corp PLC

Industrials
-30
- 3.85%
$272.52 - $333.02 $8.18K - $9.99K
750 $248M
VUG
Vanguard Growth ETF

ETFs
-7
- 0.32%
$341.08 - $391.94 $2.39K - $2.74K
2.2K $846M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-397
- 3.03%
$23.54 - $26.35 $9.35K - $10.5K
12.7K $331M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-517
- 3.64%
$46.9 - $51.96 $24.2K - $26.9K
13.7K $704M
JNJ
Johnson & Johnson

Healthcare
-118
- 3.1%
$145.48 - $167.38 $17.2K - $19.8K
3.69K $599M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-411
- 3.09%
$117.9 - $128.2 $48.5K - $52.7K
12.9K $1.65B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-411
- 0.77%
$36.98 - $41.55 $15.2K - $17.1K
53.1K $2.18B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-221
- 0.73%
$75.47 - $83.18 $16.7K - $18.4K
30.1K $2.5B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-972
- 0.21%
$38.33 - $42.48 $37.3K - $41.3K
466K $19.6B
Activity Summary
Buys All Purchases 120 New Holdings 30 Increased Positions 90 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Burkett Financial Services, LLC Portfolio

Follow Burkett Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burkett Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burkett Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email