Burkett Financial Services, LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $195 Billion distributed in 199 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 $46.7B, Schwab Strategic Tr Us Dividen with a value of $38.7B, Xtrackers Msci Eafe Hedged Equ with a value of $19.4B, Vanguard Ftse Developed Market with a value of $18.3B, and Ishares Msci Emerging Markets with a value of $14.3B.
Examining the 13F form we can see an increase of $914M in the current position value, from $194B to 195B.
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
$195 Billion
ETFs: $175 Billion
Technology: $7.07 Billion
Financial Services: $2.73 Billion
Communication Services: $2.05 Billion
Healthcare: $1.99 Billion
Consumer Cyclical: $1.62 Billion
Consumer Defensive: $1.51 Billion
Utilities: $1.32 Billion
Other: $1.29 Billion
Stock Holdings Table Market Cap. of $200 Billions or more