Burt Wealth Advisors Reduced Holdings in Q1 2025

Burt Wealth Advisors

  • $402 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-33.3K
- 73.67%
$24.88 - $26.85 $828K - $894K
11.9K $300K
MSFT
Microsoft Corp

Technology
-118
- 1.02%
$375.39 - $447.2 $44.3K - $52.8K
11.4K $4.28M
OMFL
Invesco Exchange Traded Self I

ETFs
-184
- 0.05%
$52.19 - $57.45 $9.6K - $10.6K
350K $18.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-15.1K
- 4.91%
$24.73 - $25.62 $374K - $387K
292K $7.46M
MAR
Marriott International Inc

Consumer Cyclical
-52
- 1.09%
$237.01 - $304.45 $12.3K - $15.8K
4.74K $1.13M
MUB
Ishares National Muni Bond ETF

ETFs
-1.14K
- 1.65%
$104.71 - $107.69 $120K - $123K
67.9K $7.16M
MRK
Merck & Co., Inc.

Healthcare
-1.6K
- 30.02%
$83.01 - $101.02 $133K - $162K
3.73K $334K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-3.96K
- 4.91%
$49.42 - $50.43 $196K - $200K
76.6K $3.83M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-2.04K
- 4.27%
$46.71 - $52.3 $95.3K - $107K
45.8K $2.19M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.99K
- 6.06%
$24.91 - $29.02 $49.6K - $57.8K
30.9K $774K
IWP
Ishares Russell Mid Cap Growth

ETFs
-350
- 9.52%
$114.9 - $139.6 $40.2K - $48.9K
3.33K $390K
DIS
Walt Disney CO

Communication Services
-121
- 3.55%
$96.87 - $114.0 $11.7K - $13.8K
3.29K $324K
AMP
Ameriprise Financial Inc

Financial Services
-2
- 0.19%
$472.29 - $575.13 $945 - $1.15K
1.06K $512K
BAC
Bank Of America Corp

Financial Services
-792
- 10.21%
$39.61 - $47.74 $31.4K - $37.8K
6.97K $290K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-456
- 3.05%
$71.9 - $77.57 $32.8K - $35.4K
14.5K $1.07M
VTI
Vanguard Total Stock Market Et

ETFs
-47
- 3.39%
$271.18 - $303.12 $12.7K - $14.2K
1.34K $367K
AOR
Ishares Tr Core Growth Allocat

ETFs
-854
- 1.31%
$56.63 - $59.39 $48.4K - $50.7K
64.5K $3.71M
SKOR
Flexshares Tr Credit Scored Us

ETFs
-747
- 12.5%
$47.35 - $48.46 $35.4K - $36.2K
5.23K $252K
PLTR
Palantir Technologies Inc.

Technology
-1.2K
- 14.12%
$64.98 - $124.62 $78K - $150K
7.3K $616K
PFE
Pfizer Inc

Healthcare
-213
- 1.52%
$25.01 - $27.13 $5.33K - $5.78K
13.8K $350K
BNDX
Vanguard Total International B

ETFs
-375
- 4.29%
$48.33 - $49.5 $18.1K - $18.6K
8.37K $408K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-800
- 2.62%
$23.87 - $24.35 $19.1K - $19.5K
29.7K $711K
HEI
Heico Corp

Industrials
-464
- 12.99%
$219.6 - $270.85 $102K - $126K
3.11K $830K
BMY
Bristol Myers Squibb CO

Healthcare
-460
- 9.13%
$53.9 - $63.11 $24.8K - $29K
4.58K $279K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-427
- 2.53%
$44.72 - $46.25 $19.1K - $19.7K
16.5K $758K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-129
- 0.85%
$76.94 - $78.28 $9.93K - $10.1K
15K $1.17M
ABT
Abbott Laboratories

Healthcare
-300
- 12.84%
$111.1 - $140.22 $33.3K - $42.1K
2.04K $270K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-520
- 1.22%
$22.46 - $23.26 $11.7K - $12.1K
42.1K $974K
IEFA
Ishares Tr

ETFs
-75
- 1.55%
$69.57 - $78.65 $5.22K - $5.9K
4.77K $360K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-95
- 0.8%
$36.91 - $41.03 $3.51K - $3.9K
11.8K $468K
ABBV
Abb Vie Inc.

Healthcare
-99
- 5.04%
$169.2 - $216.66 $16.8K - $21.4K
1.87K $391K
XOM
Exxon Mobil Corp

Energy
-290
- 2.91%
$105.44 - $118.93 $30.6K - $34.5K
9.67K $1.15M
GE
General Electric CO

Industrials
-1
- 0.02%
$168.59 - $212.13 $169 - $212
4.87K $973K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-16.4K
- 2.47%
$27.4 - $30.58 $448K - $501K
646K $19.6M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.53K
- 0.89%
$69.81 - $78.9 $177K - $200K
281K $21.9M
GLDM
World Gold Trust

ETFs
-5.47K
- 1.0%
$52.19 - $61.89 $285K - $338K
544K $33.7M
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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