Burt Wealth Advisors Incresed Positions in Q2 2025

Burt Wealth Advisors

  • $431 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
25K
+ 1.72%
$19.6 - $24.44 $490K - $611K
1.48M $36.1M
OMFL
Invesco Exchange Traded Self I

ETFs
10.6K
+ 3.03%
$48.43 - $57.78 $513K - $612K
361K $20.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
38.6K
+ 40.26%
$48.13 - $49.85 $1.86M - $1.92M
134K $6.59M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
14K
+ 3.25%
$75.05 - $77.34 $1.05M - $1.08M
445K $34.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.68K
+ 0.45%
$20.42 - $25.3 $54.8K - $67.9K
602K $15.2M
VEA
Vanguard Ftse Developed Market

ETFs
9.34K
+ 11.45%
$45.65 - $57.01 $426K - $533K
90.9K $5.18M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
13.2K
+ 91.45%
$65.1 - $75.98 $862K - $1.01M
27.7K $2.11M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
40.8K
+ 137.3%
$23.36 - $24.11 $952K - $982K
70.4K $1.68M
FNDX
Schwab Fundamental U S Large C

ETFs
15.1K
+ 2.36%
$20.84 - $24.54 $315K - $371K
655K $16.1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.57K
+ 1.16%
$32.62 - $33.58 $312K - $321K
835K $28M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
304
+ 7.63%
$456.74 - $568.03 $139K - $173K
4.29K $2.43M
GE
General Electric CO

Industrials
5
+ 0.1%
$166.81 - $257.39 $834 - $1.29K
4.87K $1.25M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.43K
+ 2.58%
$102.02 - $103.5 $349K - $354K
136K $14M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
9.56K
+ 80.32%
$24.61 - $25.89 $235K - $247K
21.5K $552K
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.03K
+ 12.68%
$35.77 - $42.27 $144K - $170K
35.8K $1.51M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.72K
+ 2.24%
$50.09 - $51.09 $85.9K - $87.6K
78.3K $4M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.1K
+ 13.12%
$63.36 - $80.23 $69.8K - $88.4K
9.5K $762K
MMM
3 M CO

Industrials
920
+ 44.12%
$126.09 - $154.15 $116K - $142K
3.01K $457K
EEMA
Ishares Msci Emerging Markets

ETFs
463
+ 4.34%
$64.59 - $83.0 $29.9K - $38.4K
11.1K $919K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
789
+ 1.72%
$43.45 - $49.4 $34.3K - $39K
46.5K $2.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
689
+ 5.84%
$35.9 - $43.76 $24.7K - $30.2K
12.5K $539K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
382
+ 8.3%
$89.58 - $95.01 $34.2K - $36.3K
4.98K $473K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.22%
$243.75 - $303.93 $731 - $912
1.34K $407K
BAC
Bank Of America Corp

Financial Services
1
+ 0.01%
$34.39 - $47.46 $34.4 - $47.5
6.97K $329K
IEFA
Ishares Tr

ETFs
14
+ 0.29%
$67.83 - $84.09 $950 - $1.18K
4.79K $399K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
102
+ 0.89%
$19.1 - $23.83 $1.95K - $2.43K
11.6K $275K
USTB
Victory Portfolios Ii Victorys

ETFs
499
+ 6.72%
$50.21 - $50.82 $25.1K - $25.4K
7.92K $402K
ACWF
Ishares Msci Global Multifacto

ETFs
1.8K
+ 24.63%
N/A
9.12K $0
Ishares Bitcoin Trust ETF
209
+ 3.6%
N/A
6.02K $0
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.05%
$170.16 - $206.27 $170 - $206
1.87K $346K
Activity Summary
Buys All Purchases 39 New Holdings 8 Increased Positions 31 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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