Burt Wealth Advisors Reduced Holdings in Q3 2024

Burt Wealth Advisors

  • $399 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CACI
Caci International Inc

Technology
-500
- 0.62%
$427.76 - $427.76 $214K - $214K
80.7K $34.5M
MSFT
Microsoft Corp

Technology
-123
- 1.07%
$395.15 - $467.56 $48.6K - $57.5K
11.4K $4.9M
XOM
Exxon Mobil Corp

Energy
-1.88K
- 15.59%
$109.72 - $119.0 $206K - $224K
10.2K $1.19M
GOOGL
Alphabet Inc.

Communication Services
-455
- 7.97%
$148.65 - $191.18 $67.6K - $87K
5.25K $871K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.55K
- 4.72%
$49.93 - $51.15 $227K - $233K
91.7K $4.69M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.79K
- 10.39%
$76.38 - $78.87 $137K - $141K
15.5K $1.22M
PEP
Pepsico Inc

Consumer Defensive
-644
- 24.52%
$161.9 - $179.3 $104K - $115K
1.98K $336K
OMFL
Invesco Exchange Traded Self I

ETFs
-5.16K
- 1.42%
$47.65 - $52.99 $246K - $274K
358K $19M
CSX
Csx Corp

Industrials
-2.63K
- 29.02%
$32.48 - $35.45 $85.5K - $93.3K
6.44K $222K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.52K
- 26.02%
$59.93 - $66.52 $91K - $101K
4.32K $287K
GOOG
Alphabet Inc.

Communication Services
-25
- 0.79%
$149.54 - $192.66 $3.74K - $4.82K
3.13K $523K
DIS
Walt Disney CO

Communication Services
-215
- 5.63%
$85.6 - $98.61 $18.4K - $21.2K
3.6K $346K
CVX
Chevron Corp

Energy
-71
- 3.73%
$137.88 - $161.97 $9.79K - $11.5K
1.84K $270K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-289
- 10.45%
$85.84 - $85.84 $24.8K - $24.8K
2.48K $212K
BAC
Bank Of America Corp

Financial Services
-344
- 4.25%
$36.65 - $44.13 $12.6K - $15.2K
7.76K $307K
EEMA
Ishares Msci Emerging Markets

ETFs
-977
- 8.45%
$68.31 - $80.1 $66.7K - $78.3K
10.6K $829K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.02K
- 10.17%
$41.9 - $48.26 $42.5K - $49K
8.96K $428K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-862
- 4.86%
$44.83 - $47.42 $38.6K - $40.9K
16.9K $795K
IWP
Ishares Russell Mid Cap Growth

ETFs
-200
- 5.16%
$103.87 - $117.59 $20.8K - $23.5K
3.68K $431K
MAR
Marriott International Inc

Consumer Cyclical
-107
- 2.19%
$211.35 - $255.11 $22.6K - $27.3K
4.79K $1.19M
BNDX
Vanguard Total International B

ETFs
-38
- 0.43%
$48.42 - $50.35 $1.84K - $1.91K
8.75K $439K
AMGN
Amgen Inc

Healthcare
-37
- 1.29%
$309.38 - $337.38 $11.4K - $12.5K
2.84K $915K
VZ
Verizon Communications Inc

Communication Services
-221
- 2.94%
$38.89 - $45.0 $8.59K - $9.95K
7.29K $327K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-1.99K
- 1.37%
$23.43 - $24.12 $46.6K - $48K
143K $3.44M
AEP
American Electric Power CO Inc

Utilities
-180
- 5.43%
$87.11 - $104.95 $15.7K - $18.9K
3.13K $321K
JPM
Jpmorgan Chase & CO

Financial Services
-58
- 1.06%
$194.9 - $224.8 $11.3K - $13K
5.43K $1.14M
BMY
Bristol Myers Squibb CO

Healthcare
-59
- 1.17%
$39.66 - $51.75 $2.34K - $3.05K
4.99K $258K
ABBV
Abb Vie Inc.

Healthcare
-6
- 0.3%
$163.84 - $199.33 $983 - $1.2K
1.97K $388K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-880
- 2.69%
$37.33 - $40.63 $32.9K - $35.8K
31.8K $1.29M
HD
Home Depot, Inc.

Consumer Cyclical
-50
- 3.67%
$333.64 - $405.2 $16.7K - $20.3K
1.31K $531K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-92
- 2.21%
$475.2 - $527.7 $43.7K - $48.5K
4.07K $2.14M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-400
- 2.61%
$69.7 - $76.81 $27.9K - $30.7K
14.9K $1.14M
ORCL
Oracle Corp

Technology
-181
- 5.32%
$125.9 - $170.35 $22.8K - $30.8K
3.22K $549K
MMM
3 M CO

Industrials
-8
- 0.36%
$99.69 - $139.42 $798 - $1.12K
2.23K $304K
PLTR
Palantir Technologies Inc.

Technology
-1.2K
- 10.44%
$24.09 - $37.95 $28.9K - $45.5K
10.3K $383K
WMT
Walmart Inc.

Consumer Defensive
-178
- 2.0%
$66.91 - $81.4 $11.9K - $14.5K
8.71K $703K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-422
- 0.52%
$49.77 - $51.95 $21K - $21.9K
81.2K $4.21M
AOR
Ishares Tr Core Growth Allocat

ETFs
-200
- 0.3%
$55.15 - $59.31 $11K - $11.9K
65.5K $3.88M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.86K
- 1.51%
$24.86 - $26.33 $121K - $128K
317K $8.28M
IXUS
Ishares Tr

ETFs
-412
- 0.8%
$64.9 - $73.35 $26.7K - $30.2K
51.3K $3.73M
AAPL
Apple Inc.

Technology
-1.4K
- 4.84%
$207.23 - $234.82 $289K - $328K
27.4K $6.39M
FNDX
Schwab Fundamental U S Large C

ETFs
-4.92K
- 2.36%
$65.36 - $71.76 $321K - $353K
204K $14.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.01K
- 2.12%
$517.38 - $573.86 $524K - $581K
46.7K $26.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.38K
- 1.79%
$46.9 - $51.96 $252K - $279K
295K $15.2M
UNH
Unitedhealth Group Inc

Healthcare
-252
- 1.54%
$488.01 - $604.18 $123K - $152K
16.1K $9.42M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-7.51K
- 1.1%
$27.24 - $30.76 $204K - $231K
673K $20.5M
GLDM
World Gold Trust

ETFs
-2.27K
- 0.41%
$46.2 - $53.01 $105K - $120K
554K $28.9M
Activity Summary
Buys All Purchases 28 New Holdings 9 Increased Positions 19 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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