Burt Wealth Advisors Reduced Holdings in Q4 2024

Burt Wealth Advisors

  • $395 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-11.1K
- 1.65%
$27.8 - $30.33 $308K - $336K
662K $18.4M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.83K
- 0.99%
$70.1 - $76.53 $198K - $217K
284K $20.1M
UNH
Unitedhealth Group Inc

Healthcare
-251
- 1.56%
$485.52 - $625.25 $122K - $157K
15.9K $8.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.53K
- 5.4%
$567.81 - $607.81 $1.43M - $1.53M
44.2K $25.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-9.23K
- 2.92%
$24.94 - $26.14 $230K - $241K
307K $7.68M
LLY
Eli Lilly & CO

Healthcare
-308
- 12.35%
$727.2 - $932.06 $224K - $287K
2.19K $1.69M
GLDM
World Gold Trust

ETFs
-5.3K
- 0.96%
$50.76 - $55.23 $269K - $293K
549K $28.5M
JNJ
Johnson & Johnson

Healthcare
-521
- 4.03%
$143.34 - $165.86 $74.7K - $86.4K
12.4K $1.79M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-6.53K
- 4.56%
$23.55 - $24.04 $154K - $157K
137K $3.23M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-623
- 0.77%
$49.87 - $52.46 $31.1K - $32.7K
80.6K $4.02M
MRK
Merck & Co., Inc.

Healthcare
-553
- 9.4%
$96.31 - $114.76 $53.3K - $63.5K
5.33K $530K
AOR
Ishares Tr Core Growth Allocat

ETFs
-150
- 0.23%
$57.32 - $59.66 $8.6K - $8.95K
65.3K $3.74M
XOM
Exxon Mobil Corp

Energy
-222
- 2.18%
$105.51 - $125.37 $23.4K - $27.8K
9.96K $1.07M
PG
Procter & Gamble CO

Consumer Defensive
-429
- 4.72%
$161.05 - $179.7 $69.1K - $77.1K
8.67K $1.45M
EFX
Equifax Inc

Industrials
-205
- 15.67%
$245.03 - $293.5 $50.2K - $60.2K
1.1K $281K
IWV
Ishares Russell 3000 ETF

ETFs
-343
- 20.09%
$323.08 - $349.08 $111K - $120K
1.36K $455K
VZ
Verizon Communications Inc

Communication Services
-1.45K
- 19.86%
$39.6 - $45.21 $57.3K - $65.5K
5.84K $233K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-2.3K
- 7.02%
$23.99 - $24.55 $55.2K - $56.5K
30.5K $731K
NKE
Nike, Inc.

Consumer Cyclical
-84
- 1.69%
$73.36 - $89.13 $6.16K - $7.49K
4.9K $370K
UNP
Union Pacific Corp

Industrials
-25
- 0.72%
$223.15 - $249.32 $5.58K - $6.23K
3.43K $782K
PFE
Pfizer Inc

Healthcare
-886
- 5.93%
$24.8 - $30.19 $22K - $26.7K
14K $372K
PEP
Pepsico Inc

Consumer Defensive
-156
- 7.87%
$151.29 - $176.1 $23.6K - $27.5K
1.83K $277K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-330
- 2.13%
$77.02 - $78.58 $25.4K - $25.9K
15.1K $1.17M
ABT
Abbott Laboratories

Healthcare
-314
- 11.84%
$111.93 - $119.39 $35.1K - $37.5K
2.34K $264K
AEP
American Electric Power CO Inc

Utilities
-56
- 1.79%
$90.91 - $102.21 $5.09K - $5.72K
3.08K $283K
MMM
3 M CO

Industrials
-145
- 6.5%
$124.74 - $137.12 $18.1K - $19.9K
2.09K $269K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-160
- 0.37%
$25.3 - $26.31 $4.05K - $4.21K
43K $1.1M
IBM
International Business Machines Corp

Technology
-110
- 1.82%
$204.9 - $238.04 $22.5K - $26.2K
5.92K $1.3M
ORCL
Oracle Corp

Technology
-117
- 3.63%
$165.41 - $192.43 $19.4K - $22.5K
3.11K $517K
SYY
Sysco Corp

Consumer Defensive
-94
- 2.69%
$73.63 - $81.77 $6.92K - $7.69K
3.4K $259K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-30
- 0.2%
$52.19 - $52.87 $1.57K - $1.59K
15K $783K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-83
- 2.04%
$521.84 - $558.82 $43.3K - $46.4K
3.98K $2.15M
STT
State Street Corp

Financial Services
-88
- 2.85%
$85.96 - $100.78 $7.56K - $8.87K
3K $294K
DIS
Walt Disney CO

Communication Services
-194
- 5.38%
$92.39 - $117.6 $17.9K - $22.8K
3.41K $379K
AMP
Ameriprise Financial Inc

Financial Services
-50
- 4.5%
$473.15 - $574.01 $23.7K - $28.7K
1.06K $564K
OMFL
Invesco Exchange Traded Self I

ETFs
-7.38K
- 2.06%
$52.49 - $56.58 $388K - $418K
350K $19M
WFC
Wells Fargo & Company

Financial Services
-16
- 0.31%
$54.98 - $77.35 $880 - $1.24K
5.1K $358K
JPM
Jpmorgan Chase & CO

Financial Services
-98
- 1.81%
$205.18 - $250.29 $20.1K - $24.5K
5.33K $1.28M
PLTR
Palantir Technologies Inc.

Technology
-1.8K
- 17.48%
$36.46 - $82.38 $65.6K - $148K
8.5K $642K
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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