Burt Wealth Advisors Incresed Positions in Q1 2024

Burt Wealth Advisors

  • $393 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
CACI
Caci International Inc

Technology
44
+ 0.05%
$314.31 - $379.52 $13.8K - $16.7K
83.7K $31.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.21K
+ 8.63%
$467.28 - $523.17 $1.96M - $2.2M
52.9K $27.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
20.2K
+ 4.5%
$55.41 - $62.08 $1.12M - $1.25M
469K $29.1M
OMFL
Invesco Exchange Traded Self I

ETFs
37.5K
+ 10.52%
$48.96 - $55.23 $1.84M - $2.07M
394K $21.8M
GLDM
World Gold Trust

ETFs
37.4K
+ 6.69%
$39.49 - $44.05 $1.48M - $1.65M
596K $26.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
40K
+ 12.27%
$74.51 - $76.61 $2.98M - $3.06M
366K $27.6M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
30.8K
+ 11.39%
$67.46 - $71.15 $2.08M - $2.19M
302K $21.4M
FNDX
Schwab Fundamental U S Large C

ETFs
10.9K
+ 5.14%
$60.89 - $67.39 $664K - $735K
223K $15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
21.5K
+ 7.09%
$44.84 - $49.24 $964K - $1.06M
325K $16M
SPIB
Spdr Portfolio Intermediate Te

ETFs
46K
+ 6.29%
$32.38 - $32.91 $1.49M - $1.51M
777K $25.4M
MUB
Ishares National Muni Bond ETF

ETFs
9.42K
+ 14.93%
$107.41 - $108.76 $1.01M - $1.02M
72.5K $7.81M
AAPL
Apple Inc.

Technology
8.43K
+ 29.12%
$169.0 - $195.18 $1.42M - $1.64M
37.4K $6.41M
LLY
Eli Lilly & CO

Healthcare
226
+ 9.34%
$592.2 - $792.28 $134K - $179K
2.65K $2.06M
MSFT
Microsoft Corp

Technology
267
+ 2.31%
$367.75 - $429.37 $98.2K - $115K
11.8K $4.97M
IXUS
Ishares Tr

ETFs
6.83K
+ 13.06%
$62.39 - $67.92 $426K - $464K
59.1K $4.01M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
23.4K
+ 3.35%
$27.18 - $28.4 $636K - $665K
722K $20.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.46K
+ 13.42%
$144.57 - $180.38 $211K - $263K
12.3K $2.22M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
4.24K
+ 8.7%
$40.03 - $46.82 $170K - $198K
52.9K $2.47M
XOM
Exxon Mobil Corp

Energy
1.23K
+ 10.27%
$96.8 - $116.24 $119K - $142K
13.2K $1.53M
JNJ
Johnson & Johnson

Healthcare
1.94K
+ 15.33%
$155.22 - $162.74 $301K - $316K
14.6K $2.31M
ORCL
Oracle Corp

Technology
1.91K
+ 60.65%
$102.46 - $129.24 $196K - $247K
5.07K $636K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.94K
+ 81.76%
$90.6 - $92.67 $266K - $272K
6.53K $599K
MRK
Merck & Co., Inc.

Healthcare
900
+ 16.87%
$113.24 - $131.95 $102K - $119K
6.24K $822K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.07K
+ 56.86%
$39.04 - $42.23 $198K - $214K
14K $583K
JPM
Jpmorgan Chase & CO

Financial Services
235
+ 4.33%
$167.09 - $200.3 $39.3K - $47.1K
5.66K $1.13M
IBM
International Business Machines Corp

Technology
226
+ 3.77%
$159.16 - $197.78 $36K - $44.7K
6.23K $1.19M
EFX
Equifax Inc

Industrials
617
+ 53.37%
$233.03 - $273.59 $144K - $169K
1.77K $474K
PG
Procter & Gamble CO

Consumer Defensive
275
+ 3.17%
$147.42 - $162.61 $40.5K - $44.7K
8.95K $1.45M
DIS
Walt Disney CO

Communication Services
483
+ 13.4%
$89.29 - $122.36 $43.1K - $59.1K
4.09K $500K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1K
+ 3.06%
$34.62 - $38.47 $34.6K - $38.5K
33.7K $1.3M
GOOG
Alphabet Inc.

Communication Services
692
+ 25.28%
$132.56 - $154.84 $91.7K - $107K
3.43K $522K
GOOGL
Alphabet Inc.

Communication Services
399
+ 8.17%
$131.4 - $153.51 $52.4K - $61.3K
5.29K $797K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
270
+ 1.76%
$65.61 - $72.55 $17.7K - $19.6K
15.6K $1.13M
BAC
Bank Of America Corp

Financial Services
1.43K
+ 19.24%
$31.73 - $37.92 $45.2K - $54.1K
8.84K $335K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
891
+ 28.26%
$92.43 - $93.71 $82.4K - $83.5K
4.04K $378K
VTI
Vanguard Total Stock Market Et

ETFs
186
+ 13.43%
$232.77 - $260.14 $43.3K - $48.4K
1.57K $408K
WMT
Walmart Inc.

Consumer Defensive
6.22K
+ 200.06%
$58.61 - $175.86 $365K - $1.09M
9.34K $561K
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 2.28%
$338.26 - $395.2 $10.5K - $12.3K
1.39K $533K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
577
+ 11.72%
$70.29 - $76.0 $40.6K - $43.9K
5.5K $417K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
448
+ 6.14%
$42.56 - $47.72 $19.1K - $21.4K
7.75K $369K
AMGN
Amgen Inc

Healthcare
215
+ 7.8%
$268.87 - $324.56 $57.8K - $69.8K
2.97K $844K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
296
+ 5.12%
$54.61 - $61.05 $16.2K - $18.1K
6.08K $371K
HEI
Heico Corp

Industrials
1
+ 0.03%
$170.61 - $199.38 $171 - $199
3.57K $682K
PEP
Pepsico Inc

Consumer Defensive
110
+ 4.29%
$162.04 - $175.01 $17.8K - $19.3K
2.68K $468K
STT
State Street Corp

Financial Services
400
+ 13.39%
$71.11 - $78.43 $28.4K - $31.4K
3.39K $261K
BMY
Bristol Myers Squibb CO

Healthcare
150
+ 3.07%
$47.98 - $54.4 $7.2K - $8.16K
5.04K $273K
XLK
Technology Sector Spdr

ETFs
4
+ 0.32%
$184.12 - $211.02 $736 - $844
1.24K $258K
INTC
Intel Corp

Technology
1.05K
+ 23.72%
$41.83 - $49.55 $43.8K - $51.9K
5.47K $241K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
290
+ 4.65%
$39.85 - $43.04 $11.6K - $12.5K
6.52K $280K
Activity Summary
Buys All Purchases 74 New Holdings 14 Increased Positions 60 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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