Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2022 Filed on Jul 29, 2022
10,596
$45.07 - $47.95 $478K - $508K
CMCSA
Comcast Corp

Communication Services
Q2 2022 Filed on Jul 29, 2022
4,298
$37.91 - $48.11 $163K - $207K
TFC
Truist Financial Corp

Financial Services
Q2 2022 Filed on Jul 29, 2022
3,871
$45.68 - $55.36 $177K - $214K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2022 Filed on Jul 29, 2022
5,373
$43.6 - $47.89 $234K - $257K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q2 2022 Filed on Jul 29, 2022
23,353
$68.08 - $84.61 $1.59M - $1.98M
EFG
Msci Eafe Growth ETF

ETFs
Q1 2022 Filed on Apr 19, 2022
4,000
$87.3 - $110.53 $349K - $442K
CHTR
Charter Communications, Inc.

Communication Services
Q1 2022 Filed on Apr 19, 2022
358
$545.52 - $647.58 $195K - $232K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q4 2021 Filed on Jan 13, 2022
3,472
$104.33 - $112.16 $362K - $389K
Zix Corp
Q4 2021 Filed on Jan 13, 2022
12,900
N/A
World Gold Tr
Q4 2021 Filed on Jan 13, 2022
1,085,325
N/A
General Electric CO
Q3 2021 Filed on Oct 06, 2021
41,236
N/A
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
Q2 2021 Filed on Jul 14, 2021
50,956
$23.54 - $25.07 $1.2M - $1.28M
IEMG
Ishares Inc

ETFs
Q1 2021 Filed on Apr 15, 2021
431
$62.41 - $69.46 $26.9K - $29.9K
NDAQ
Nasdaq, Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
62
$131.97 - $150.84 $8.18K - $9.35K
PBF
Pbf Energy Inc.

Energy
Q1 2021 Filed on Apr 15, 2021
47
$6.58 - $18.4 $309 - $865
SJM
J M Smucker CO

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
300
$111.23 - $131.05 $33.4K - $39.3K
RRC
Range Resources Corp

Energy
Q1 2021 Filed on Apr 15, 2021
239
$7.13 - $11.47 $1.7K - $2.74K
PEB
Pebblebrook Hotel Trust

Real Estate
Q1 2021 Filed on Apr 15, 2021
62
$18.3 - $26.11 $1.13K - $1.62K
JKHY
Henry Jack & Associates Inc

Technology
Q1 2021 Filed on Apr 15, 2021
840
$144.79 - $166.95 $122K - $140K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q1 2021 Filed on Apr 15, 2021
23
$63.08 - $85.38 $1.45K - $1.96K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q1 2021 Filed on Apr 15, 2021
1,124
$82.63 - $94.8 $92.9K - $107K
XYL
Xylem Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
21
$95.12 - $108.48 $2K - $2.28K
CI
Cigna Corp

Healthcare
Q1 2021 Filed on Apr 15, 2021
211
$203.27 - $247.55 $42.9K - $52.2K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
100
$153.77 - $191.61 $15.4K - $19.2K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
112
$72.06 - $83.7 $8.07K - $9.37K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2021 Filed on Apr 15, 2021
994
$80.64 - $94.79 $80.2K - $94.2K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2021 Filed on Apr 15, 2021
1,130
$54.5 - $55.17 $61.6K - $62.3K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
448
$41.16 - $55.05 $18.4K - $24.7K
SHV
Ishares Tr

ETFs
Q1 2021 Filed on Apr 15, 2021
555
$110.51 - $110.53 $61.3K - $61.3K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
Q1 2021 Filed on Apr 15, 2021
16
$64.07 - $69.29 $1.03K - $1.11K
MET
Metlife Inc

Financial Services
Q1 2021 Filed on Apr 15, 2021
229
$46.08 - $61.76 $10.6K - $14.1K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2021 Filed on Apr 15, 2021
165
$128.44 - $137.43 $21.2K - $22.7K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
897
$122.15 - $188.09 $110K - $169K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2021 Filed on Apr 15, 2021
631
$42.41 - $47.37 $26.8K - $29.9K
MMS
Maximus, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
43
$73.07 - $89.04 $3.14K - $3.83K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q1 2021 Filed on Apr 15, 2021
200
$27.79 - $40.4 $5.56K - $8.08K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q1 2021 Filed on Apr 15, 2021
69
$84.89 - $91.26 $5.86K - $6.3K
MRC
Mrc Global Inc.

Energy
Q1 2021 Filed on Apr 15, 2021
129
$6.41 - $9.98 $827 - $1.29K
MDT
Medtronic PLC

Healthcare
Q1 2021 Filed on Apr 15, 2021
126
$111.18 - $119.74 $14K - $15.1K
BA
Boeing CO

Industrials
Q1 2021 Filed on Apr 15, 2021
249
$194.03 - $269.19 $48.3K - $67K
SIVR
Abrdn Silver ETF Trust

ETFs
Q1 2021 Filed on Apr 15, 2021
247
$23.15 - $27.84 $5.72K - $6.88K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
418
$134.89 - $153.0 $56.4K - $64K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
88
$146.68 - $172.6 $12.9K - $15.2K
ACRX
Acelrx Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on Apr 15, 2021
1,000
$1.25 - $2.77 $1.25K - $2.77K
FM
Ishares Msci Frontier And Sele

ETFs
Q1 2021 Filed on Apr 15, 2021
101
$28.47 - $29.94 $2.88K - $3.02K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2021 Filed on Apr 15, 2021
2,740
$51.68 - $57.96 $142K - $159K
EWC
Ishares Msci Canada ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
3,354
$30.6 - $34.94 $103K - $117K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2021 Filed on Apr 15, 2021
786
$92.62 - $97.02 $72.8K - $76.3K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2021 Filed on Apr 15, 2021
974
$58.97 - $61.74 $57.4K - $60.1K
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