Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

$399 Million
Q3 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Gold Trust	Q1 2021 Filed on Apr 15, 2021	9,083	N/A
VWOB Vanguard Emerging Mkts Govt Bd ETFs	Q1 2021 Filed on Apr 15, 2021	666	N/A
AGG Ishares Core U.S. Aggregate Bo ETFs	Q1 2021 Filed on Apr 15, 2021	629	$113.42 - $118.04 $71.3K - $74.2K
NVO Novo Nordisk A S Healthcare	Q1 2021 Filed on Apr 15, 2021	650	$67.06 - $75.82 $43.6K - $49.3K
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	Q1 2021 Filed on Apr 15, 2021	1,400	$22.11 - $22.46 $31K - $31.4K
QAI Iq Hedge Multi Strategy Compos ETFs	Q1 2021 Filed on Apr 15, 2021	1,735	$31.63 - $32.67 $54.9K - $56.7K
IWB Ishares Tr Russell 1000 ETF ETFs	Q1 2021 Filed on Apr 15, 2021	273	$208.89 - $225.24 $57K - $61.5K
IWO Ishares Russell 2000 Gwt ETF ETFs	Q1 2021 Filed on Apr 15, 2021	49	$282.5 - $336.63 $13.8K - $16.5K
IWN Ishares Russell2000 Val ETF ETFs	Q1 2021 Filed on Apr 15, 2021	72	$130.0 - $169.53 $9.36K - $12.2K
LDUR Pimco Enhanced Low Duration Ac ETFs	Q1 2021 Filed on Apr 15, 2021	685	$101.87 - $102.3 $69.8K - $70.1K
LEN Lennar Corp Consumer Cyclical	Q1 2021 Filed on Apr 15, 2021	200	$73.29 - $102.85 $14.7K - $20.6K
KDP Keurig Dr Pepper Inc. Consumer Defensive	Q1 2021 Filed on Apr 15, 2021	400	$30.52 - $35.49 $12.2K - $14.2K
HSY Hershey CO Consumer Defensive	Q1 2021 Filed on Apr 15, 2021	100	$144.37 - $161.13 $14.4K - $16.1K
SFM Sprouts Farmers Market, Inc. Consumer Defensive	Q1 2021 Filed on Apr 15, 2021	46	$19.42 - $28.13 $893 - $1.29K
KMB Kimberly Clark Corp Consumer Defensive	Q1 2021 Filed on Apr 15, 2021	252	$128.33 - $139.05 $32.3K - $35K
SWK Stanley Black & Decker, Inc. Industrials	Q1 2021 Filed on Apr 15, 2021	123	$169.35 - $202.07 $20.8K - $24.9K
GS Goldman Sachs Group Inc Financial Services	Q1 2021 Filed on Apr 15, 2021	72	$265.0 - $348.81 $19.1K - $25.1K
TEN Tenneco Inc Consumer Cyclical	Q1 2021 Filed on Apr 15, 2021	91	$9.76 - $12.71 $888 - $1.16K
AGR Avangrid, Inc. Utilities	Q1 2021 Filed on Apr 15, 2021	622	$44.47 - $49.88 $27.7K - $31K
IYW Ishares Dj Us Tech ETF ETFs	Q1 2021 Filed on Apr 15, 2021	544	$82.45 - $93.1 $44.9K - $50.6K
TIP Ishares Tr Tips Bd ETF ETFs	Q1 2021 Filed on Apr 15, 2021	919	$124.29 - $128.12 $114K - $118K
TTI Tetra Technologies Inc Energy	Q1 2021 Filed on Apr 15, 2021	337	$1.01 - $2.98 $340 - $1K
ALT Altimmune, Inc. Healthcare	Q1 2021 Filed on Apr 15, 2021	60	$12.71 - $24.31 $763 - $1.46K
ISRG Intuitive Surgical Inc Healthcare	Q1 2021 Filed on Apr 15, 2021	27	$228.3 - $272.92 $6.16K - $7.37K
DLS Wisdomtree Tr Intl Small Cap D ETFs	Q1 2021 Filed on Apr 15, 2021	220	$67.48 - $73.47 $14.8K - $16.2K
TXN Texas Instruments Inc Technology	Q1 2021 Filed on Apr 15, 2021	46	$162.11 - $188.99 $7.46K - $8.69K
Apollo Global Mgmt Inc	Q1 2021 Filed on Apr 15, 2021	668	N/A
AXL American Axle & Manufacturing Holdings Inc Consumer Cyclical	Q1 2021 Filed on Apr 15, 2021	98	$8.12 - $12.9 $796 - $1.26K
BIDU Baidu, Inc. Communication Services	Q1 2021 Filed on Apr 15, 2021	10	$203.97 - $339.91 $2.04K - $3.4K
SCHO Schwab Short Term Us Treasury ETFs	Q1 2021 Filed on Apr 15, 2021	320	$51.27 - $51.41 $16.4K - $16.5K
TRV Travelers Companies, Inc. Financial Services	Q1 2021 Filed on Apr 15, 2021	172	$134.53 - $157.92 $23.1K - $27.2K
TWTR Twitter, Inc. Communication Services	Q1 2021 Filed on Apr 15, 2021	8	$45.18 - $77.63 $361 - $621
STBA S&T Bancorp Inc Financial Services	Q1 2021 Filed on Apr 15, 2021	3,223	$24.64 - $35.0 $79.4K - $113K
ALC Alcon Inc Healthcare	Q1 2021 Filed on Apr 15, 2021	88	$65.32 - $76.01 $5.75K - $6.69K
UAA Under Armour, Inc. Consumer Cyclical	Q1 2021 Filed on Apr 15, 2021	885	$17.35 - $24.2 $15.4K - $21.4K
UL Unilever PLC Consumer Defensive	Q1 2021 Filed on Apr 15, 2021	132	$52.06 - $60.97 $6.87K - $8.05K
UBSI United Bankshares Inc Financial Services	Q1 2021 Filed on Apr 15, 2021	2,029	$31.66 - $40.74 $64.2K - $82.7K
URI United Rentals, Inc. Industrials	Q1 2021 Filed on Apr 15, 2021	167	$229.65 - $333.21 $38.4K - $55.6K
Cit Group Inc	Q1 2021 Filed on Apr 15, 2021	43	N/A
NVCR Novo Cure LTD Healthcare	Q1 2021 Filed on Apr 15, 2021	110	$124.11 - $190.17 $13.7K - $20.9K
SPG Simon Property Group Inc Real Estate	Q1 2021 Filed on Apr 15, 2021	521	$82.81 - $121.01 $43.1K - $63K
SO Southern CO Utilities	Q1 2021 Filed on Apr 15, 2021	166	$56.72 - $62.32 $9.42K - $10.3K
LUV Southwest Airlines CO Industrials	Q1 2021 Filed on Apr 15, 2021	900	$43.94 - $62.1 $39.5K - $55.9K
MA Mastercard Inc Financial Services	Q1 2021 Filed on Apr 15, 2021	150	$315.49 - $384.38 $47.3K - $57.7K
MSBI Midland States Bancorp, Inc. Financial Services	Q1 2021 Filed on Apr 15, 2021	870	$17.88 - $29.38 $15.6K - $25.6K
TEL Te Connectivity Ltd. Technology	Q1 2021 Filed on Apr 15, 2021	205	$119.85 - $134.79 $24.6K - $27.6K
TGT Target Corp Consumer Defensive	Q1 2021 Filed on Apr 15, 2021	214	$169.82 - $200.95 $36.3K - $43K
TROW Price T Rowe Group Inc Financial Services	Q1 2021 Filed on Apr 15, 2021	67	$147.69 - $178.13 $9.9K - $11.9K
Bristol Myers Squibb CO	Q1 2021 Filed on Apr 15, 2021	445	N/A
SBUX Starbucks Corp Consumer Cyclical	Q1 2021 Filed on Apr 15, 2021	1,072	$96.81 - $111.34 $104K - $119K

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