Burt Wealth Advisors Incresed Positions in Q4 2024

Burt Wealth Advisors

  • $395 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
33.6K
+ 296.53%
$47.57 - $52.44 $1.6M - $1.76M
44.9K $2.15M
SCHX
Schwab Strategic Tr Us Large C

ETFs
962K
+ 204.32%
$22.4 - $68.28 $21.5M - $65.7M
1.43M $33.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
33.7K
+ 8.87%
$74.5 - $78.37 $2.51M - $2.64M
414K $31M
AMZN
Amazon Com Inc

Consumer Cyclical
1.49K
+ 14.05%
$180.88 - $232.93 $269K - $346K
12.1K $2.65M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.99K
+ 4.95%
$100.24 - $101.35 $600K - $607K
127K $12.8M
AAPL
Apple Inc.

Technology
4
+ 0.01%
$221.69 - $259.02 $887 - $1.04K
27.4K $6.87M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
19.6K
+ 76.52%
$26.01 - $28.19 $510K - $552K
45.2K $1.18M
WMT
Walmart Inc.

Consumer Defensive
1.48K
+ 17.02%
$79.1 - $95.7 $117K - $142K
10.2K $921K
GOOGL
Alphabet Inc.

Communication Services
54
+ 1.03%
$161.86 - $196.66 $8.74K - $10.6K
5.31K $1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
297K
+ 100.82%
$25.33 - $51.16 $7.53M - $15.2M
592K $15.3M
V
Visa Inc.

Financial Services
124
+ 7.39%
$273.87 - $320.91 $34K - $39.8K
1.8K $569K
GOOG
Alphabet Inc.

Communication Services
48
+ 1.53%
$163.08 - $198.16 $7.83K - $9.51K
3.18K $605K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.46K
+ 3.77%
$49.79 - $51.14 $172K - $177K
95.2K $4.77M
AXP
American Express CO

Financial Services
6
+ 0.24%
$267.35 - $305.57 $1.6K - $1.83K
2.52K $748K
MCK
Mckesson Corp

Healthcare
3
+ 0.37%
$482.27 - $628.5 $1.45K - $1.89K
816 $465K
BMY
Bristol Myers Squibb CO

Healthcare
48
+ 0.96%
$51.92 - $59.94 $2.49K - $2.88K
5.04K $285K
CACI
Caci International Inc

Technology
30
+ 0.04%
N/A
80.7K $34.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
24.2K
+ 277.44%
$25.93 - $105.3 $627K - $2.55M
32.9K $917K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
171
+ 4.32%
$93.52 - $95.37 $16K - $16.3K
4.13K $386K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
56
+ 1.12%
$78.43 - $87.17 $4.39K - $4.88K
5.04K $404K
USTB
Victory Portfolios Ii Victorys

ETFs
205
+ 2.92%
$50.06 - $50.85 $10.3K - $10.4K
7.22K $362K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6
+ 0.24%
N/A
2.48K $213K
Ge Vernova Inc
16
+ 1.33%
N/A
1.22K $0
CVX
Chevron Corp

Energy
16
+ 0.87%
$141.15 - $162.53 $2.26K - $2.6K
1.85K $268K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.13K
+ 165.31%
$22.01 - $66.82 $157K - $477K
11.4K $259K
IEFA
Ishares Tr

ETFs
13
+ 0.27%
$70.06 - $77.43 $911 - $1.01K
4.85K $340K
MSFT
Microsoft Corp

Technology
137
+ 1.2%
$406.35 - $454.46 $55.7K - $62.3K
11.5K $4.85M
EEMA
Ishares Msci Emerging Markets

ETFs
92
+ 0.87%
$71.65 - $82.07 $6.59K - $7.55K
10.7K $765K
FNDX
Schwab Fundamental U S Large C

ETFs
410K
+ 201.32%
$23.49 - $71.77 $9.63M - $29.4M
614K $14.5M
GE
General Electric CO

Industrials
29
+ 0.6%
$159.95 - $194.23 $4.64K - $5.63K
4.87K $811K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
19.1K
+ 81.65%
$22.63 - $47.53 $433K - $910K
42.6K $966K
Activity Summary
Buys All Purchases 34 New Holdings 2 Increased Positions 32 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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