Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2021 Filed on Apr 15, 2021
200
$72.4 - $81.95 $14.5K - $16.4K
BX
Blackstone Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
530
$61.66 - $76.09 $32.7K - $40.3K
GAL
Ssga Active ETF Tr

ETFs
Q1 2021 Filed on Apr 15, 2021
3,354
$42.54 - $44.54 $143K - $149K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q1 2021 Filed on Apr 15, 2021
154
$104.47 - $119.79 $16.1K - $18.4K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q1 2021 Filed on Apr 15, 2021
1,470
$27.86 - $29.87 $41K - $43.9K
GLD
Spdr Gold Trust

ETFs
Q1 2021 Filed on Apr 15, 2021
315
$157.49 - $182.87 $49.6K - $57.6K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q1 2021 Filed on Apr 15, 2021
450
$299.81 - $331.66 $135K - $149K
QGEN
Qiagen N.V.

Healthcare
Q1 2021 Filed on Apr 15, 2021
2,016
$46.25 - $56.02 $93.2K - $113K
SASR
Sandy Spring Bancorp Inc

Financial Services
Q1 2021 Filed on Apr 15, 2021
597
$31.71 - $44.6 $18.9K - $26.6K
PEG
Public Service Enterprise Group Inc

Utilities
Q1 2021 Filed on Apr 15, 2021
624
$53.83 - $60.21 $33.6K - $37.6K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
23
$226.09 - $304.79 $5.2K - $7.01K
PNBK
Patriot National Bancorp Inc

Financial Services
Q1 2021 Filed on Apr 15, 2021
20
$9.55 - $11.0 $191 - $220
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2021 Filed on Apr 15, 2021
91
$60.31 - $64.68 $5.49K - $5.89K
VBLT
Vascular Biogenics Ltd.

Healthcare
Q1 2021 Filed on Apr 15, 2021
1,674
$1.79 - $2.91 $3K - $4.87K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q1 2021 Filed on Apr 15, 2021
1,444
$52.76 - $54.76 $76.2K - $79.1K
OXY
Occidental Petroleum Corp

Energy
Q1 2021 Filed on Apr 15, 2021
321
$17.45 - $31.23 $5.6K - $10K
FISV
Fiserv Inc

Technology
Q1 2021 Filed on Apr 15, 2021
5
$102.69 - $124.13 $513 - $621
DOW
Dow Inc.

Basic Materials
Q1 2021 Filed on Apr 15, 2021
512
$51.9 - $66.01 $26.6K - $33.8K
NVS
Novartis Ag

Healthcare
Q1 2021 Filed on Apr 15, 2021
443
$83.5 - $98.47 $37K - $43.6K
NOC
Northrop Grumman Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
323
$286.61 - $323.64 $92.6K - $105K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
40
$278.61 - $344.13 $11.1K - $13.8K
NEE
Nextera Energy Inc

Utilities
Q1 2021 Filed on Apr 15, 2021
1,200
$70.7 - $86.87 $84.8K - $104K
CTVA
Corteva, Inc.

Basic Materials
Q1 2021 Filed on Apr 15, 2021
128
$38.35 - $47.91 $4.91K - $6.13K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2021 Filed on Apr 15, 2021
1,071
$84.36 - $88.07 $90.3K - $94.3K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2021 Filed on Apr 15, 2021
580
$68.69 - $86.36 $39.8K - $50.1K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
1,513
$79.06 - $90.99 $120K - $138K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
100
$42.21 - $48.97 $4.22K - $4.9K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
299
$67.45 - $75.68 $20.2K - $22.6K
COLM
Columbia Sportswear CO

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
38
$84.91 - $108.86 $3.23K - $4.14K
CMC
Commercial Metals CO

Basic Materials
Q1 2021 Filed on Apr 15, 2021
86
$19.69 - $31.74 $1.69K - $2.73K
VIG
Vanguard Dividend Appreciation

ETFs
Q1 2021 Filed on Apr 15, 2021
63
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2021 Filed on Apr 15, 2021
705
$59.7 - $63.96 $42.1K - $45.1K
VHT
Vanguard Health Care ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
73
$218.21 - $236.79 $15.9K - $17.3K
CVA
Covanta Holding Corporation

Industrials
Q1 2021 Filed on Apr 15, 2021
82
N/A
VO
Vanguard Mid Cap ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
383
$203.74 - $225.89 $78K - $86.5K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
465
$82.19 - $83.24 $38.2K - $38.7K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q1 2021 Filed on Apr 15, 2021
365
$51.11 - $51.73 $18.7K - $18.9K
ENR
Energizer Holdings, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
77
$41.8 - $49.01 $3.22K - $3.77K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2021 Filed on Apr 15, 2021
1,150
$101.91 - $102.15 $117K - $117K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q1 2021 Filed on Apr 15, 2021
1,030
$14.86 - $33.21 $15.3K - $34.2K
DOX
Amdocs LTD

Technology
Q1 2021 Filed on Apr 15, 2021
67
$69.34 - $82.16 $4.65K - $5.5K
FTCS
First Trust Capital Strength E

ETFs
Q1 2021 Filed on Apr 15, 2021
500
$65.61 - $71.26 $32.8K - $35.6K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q1 2021 Filed on Apr 15, 2021
72
$67.07 - $76.85 $4.83K - $5.53K
LSI
Life Storage, Inc.

Real Estate
Q1 2021 Filed on Apr 15, 2021
158
$76.43 - $88.71 $12.1K - $14K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
150
$88.0 - $105.38 $13.2K - $15.8K
NYT
New York Times CO

Communication Services
Q1 2021 Filed on Apr 15, 2021
23
$46.98 - $56.16 $1.08K - $1.29K
NI
Nisource Inc.

Utilities
Q1 2021 Filed on Apr 15, 2021
196
$21.26 - $24.36 $4.17K - $4.77K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
196
$32.32 - $36.47 $6.33K - $7.15K
OXYWS
Occidental Pete Corp Wt Exp 08
Q1 2021 Filed on Apr 15, 2021
40
N/A
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