Burt Wealth Advisors Reduced Holdings in Q2 2025

Burt Wealth Advisors

  • $431 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-545
- 3.4%
$274.35 - $599.47 $150K - $327K
15.5K $4.83M
MUB
Ishares National Muni Bond ETF

ETFs
-27.4K
- 40.28%
$102.31 - $105.8 $2.8M - $2.9M
40.6K $4.24M
AAPL
Apple Inc.

Technology
-189
- 0.68%
$172.42 - $223.89 $32.6K - $42.3K
27.7K $5.68M
JNJ
Johnson & Johnson

Healthcare
-25
- 0.2%
$146.36 - $159.82 $3.66K - $4K
12.8K $1.95M
LLY
Eli Lilly & CO

Healthcare
-57
- 2.36%
$713.71 - $898.95 $40.7K - $51.2K
2.36K $1.84M
PG
Procter & Gamble CO

Consumer Defensive
-170
- 1.96%
$157.66 - $172.39 $26.8K - $29.3K
8.5K $1.35M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.93K
- 4.42%
$24.14 - $25.43 $46.5K - $49K
41.6K $1.03M
CVX
Chevron Corp

Energy
-150
- 8.1%
$133.73 - $168.51 $20.1K - $25.3K
1.7K $243K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-1.77K
- 1.37%
$23.96 - $24.41 $42.3K - $43.1K
127K $3.07M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.06K
- 1.05%
$24.98 - $25.66 $76.5K - $78.6K
289K $7.4M
PFE
Pfizer Inc

Healthcare
-923
- 6.67%
$21.59 - $24.84 $19.9K - $22.9K
12.9K $312K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-250
- 1.67%
$77.74 - $78.78 $19.4K - $19.7K
14.8K $1.16M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-328
- 0.78%
$22.68 - $23.28 $7.44K - $7.64K
41.7K $966K
Ge Vernova Inc
-5
- 0.41%
N/A
1.22K $0
BNDX
Vanguard Total International B

ETFs
-51
- 0.61%
$48.77 - $49.55 $2.49K - $2.53K
8.32K $411K
DIS
Walt Disney CO

Communication Services
-100
- 3.04%
$81.72 - $124.01 $8.17K - $12.4K
3.19K $395K
WMT
Walmart Inc.

Consumer Defensive
-146
- 1.43%
$81.79 - $99.98 $11.9K - $14.6K
10.1K $982K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-666
- 2.15%
$22.27 - $29.21 $14.8K - $19.5K
30.3K $883K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2
- 0.06%
$180.84 - $240.32 $362 - $481
3.18K $764K
IBM
International Business Machines Corp

Technology
-347
- 5.75%
$221.03 - $294.78 $76.7K - $102K
5.69K $1.68M
AOR
Ishares Tr Core Growth Allocat

ETFs
-375
- 0.58%
$53.36 - $61.57 $20K - $23.1K
64.1K $3.95M
PLTR
Palantir Technologies Inc.

Technology
-900
- 12.33%
$74.01 - $144.25 $66.6K - $130K
6.4K $872K
AMZN
Amazon Com Inc

Consumer Cyclical
-80
- 0.66%
$167.32 - $223.3 $13.4K - $17.9K
12.1K $2.65M
MSFT
Microsoft Corp

Technology
-35
- 0.31%
$354.56 - $497.45 $12.4K - $17.4K
11.4K $5.65M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.31K
- 0.82%
$73.0 - $85.5 $168K - $197K
279K $23.5M
GLDM
World Gold Trust

ETFs
-5.63K
- 1.03%
$58.96 - $67.97 $332K - $382K
538K $35.3M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-4K
- 0.62%
$28.17 - $33.34 $113K - $133K
642K $21.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-517
- 1.15%
$496.48 - $617.85 $257K - $319K
44.4K $27.5M
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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