Burt Wealth Advisors Purchases in Q3 2024

Burt Wealth Advisors

  • $399 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16.6K
+ 4.56%
$74.26 - $78.84 $1.23M - $1.31M
381K $29.8M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.68K
+ 0.59%
$69.31 - $77.34 $117K - $130K
287K $22M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.12K
+ 0.88%
$61.11 - $67.85 $252K - $279K
471K $31.9M
SPIB
Spdr Portfolio Intermediate Te

ETFs
25.8K
+ 3.41%
$32.36 - $33.78 $835K - $872K
782K $26.4M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
25.6K
New
$26.82 - $30.58 $687K - $783K
25.6K $720K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.1K
+ 1.77%
$98.99 - $101.51 $208K - $213K
121K $12.3M
VEA
Vanguard Ftse Developed Market

ETFs
6.95K
+ 158.88%
$47.6 - $53.31 $331K - $371K
11.3K $598K
EGBN
Eagle Bancorp Inc

Financial Services
13.9K
New
$17.97 - $23.75 $251K - $331K
13.9K $314K
NSC
Norfolk Southern Corp

Industrials
915
New
$213.75 - $259.69 $196K - $238K
915 $227K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.2K
New
$156.14 - $187.2 $187K - $224K
1.2K $221K
JNJ
Johnson & Johnson

Healthcare
43
+ 0.33%
$145.48 - $167.38 $6.26K - $7.2K
12.9K $2.09M
VB
Vanguard Small Cap ETF

ETFs
881
New
$214.77 - $237.72 $189K - $209K
881 $208K
TMO
Thermo Fisher Scientific Inc.

Healthcare
331
New
$531.86 - $624.21 $176K - $207K
331 $204K
RTX
Raytheon Technologies Corp

Industrials
1.69K
New
$99.55 - $123.34 $168K - $208K
1.69K $204K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.89K
New
$36.98 - $41.55 $181K - $203K
4.89K $201K
MUB
Ishares National Muni Bond ETF

ETFs
384
+ 0.56%
$106.13 - $108.7 $40.8K - $41.7K
69.2K $7.51M
PG
Procter & Gamble CO

Consumer Defensive
419
+ 4.83%
$160.76 - $177.82 $67.4K - $74.5K
9.1K $1.58M
GE
General Electric CO

Industrials
5
+ 0.1%
$156.66 - $189.66 $783 - $948
4.84K $912K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.37K
+ 5.82%
$25.38 - $26.27 $60.2K - $62.3K
43.1K $1.13M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
451
+ 12.86%
$92.1 - $95.52 $41.5K - $43.1K
3.96K $377K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
38
+ 0.77%
$71.9 - $79.86 $2.73K - $3.03K
4.99K $396K
TTEK
Tetra Tech Inc

Industrials
4K
+ 400.0%
$45.59 - $237.74 $182K - $951K
5K $235K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2
+ 0.06%
$175.46 - $203.3 $351 - $407
3.18K $645K
SYY
Sysco Corp

Consumer Defensive
44
+ 1.28%
$69.16 - $78.98 $3.04K - $3.48K
3.49K $272K
USTB
Victory Portfolios Ii Victorys

ETFs
350
+ 5.26%
$49.79 - $50.91 $17.4K - $17.8K
7.01K $356K
PFE
Pfizer Inc

Healthcare
44
+ 0.3%
$27.7 - $31.39 $1.22K - $1.38K
14.9K $432K
MRK
Merck & Co., Inc.

Healthcare
368
+ 6.67%
$111.15 - $128.97 $40.9K - $47.5K
5.88K $667K
Activity Summary
Buys All Purchases 28 New Holdings 9 Increased Positions 19 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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