Burt Wealth Advisors Purchases and Sells in Q2 2025

Burt Wealth Advisors

$431 Million
Q2 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	25K + 1.72%	$19.6 - $24.44 $490K - $611K	1.48M $36.1M
OMFL	10.6K + 3.03%	$48.43 - $57.78 $513K - $612K	361K $20.8M
VTEB	38.6K + 40.26%	$48.13 - $49.85 $1.86M - $1.92M	134K $6.59M
BIV	14K + 3.25%	$75.05 - $77.34 $1.05M - $1.08M	445K $34.4M
SCHA	2.68K + 0.45%	$20.42 - $25.3 $54.8K - $67.9K	602K $15.2M
VEA	9.34K + 11.45%	$45.65 - $57.01 $426K - $533K	90.9K $5.18M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WST	19.1K New	$190.39 - $227.7 $3.63M - $4.34M	19.1K $4.17M
ICSH	18.4K New	$50.48 - $50.71 $927K - $931K	18.4K $930K
COF	1.7K New	$150.57 - $212.76 $256K - $362K	1.7K $362K
NVDA	1.56K New	$94.31 - $157.99 $147K - $247K	1.56K $246K
SCHF	9.82K New	$17.76 - $22.1 $174K - $217K	9.82K $217K
MS	1.51K New	$99.83 - $140.86 $150K - $212K	1.51K $211K

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-545 - 3.4%	$274.35 - $599.47 $150K - $327K	15.5K $4.83M
MUB	-27.4K - 40.28%	$102.31 - $105.8 $2.8M - $2.9M	40.6K $4.24M
AAPL	-189 - 0.68%	$172.42 - $223.89 $32.6K - $42.3K	27.7K $5.68M
JNJ	-25 - 0.2%	$146.36 - $159.82 $3.66K - $4K	12.8K $1.95M
LLY	-57 - 2.36%	$713.71 - $898.95 $40.7K - $51.2K	2.36K $1.84M
PG	-170 - 1.96%	$157.66 - $172.39 $26.8K - $29.3K	8.5K $1.35M

Activity Summary All Purchases 39 New Holdings 8 Increased Positions 31 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.