Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

$402 Million
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Tiffany & CO New	Q1 2021 Filed on Apr 15, 2021	150	N/A
TM Toyota Motor Corp Consumer Cyclical	Q1 2021 Filed on Apr 15, 2021	256	$140.41 - $161.56 $35.9K - $41.4K
UA Under Armour Inc Cl C Consumer Cyclical	Q1 2021 Filed on Apr 15, 2021	2,037	$14.77 - $20.19 $30.1K - $41.1K
VEU Vanguard Ftse All World Ex Us ETFs	Q1 2021 Filed on Apr 15, 2021	60	$58.58 - $62.75 $3.51K - $3.77K
WM Waste Management Inc Industrials	Q1 2021 Filed on Apr 15, 2021	115	$109.92 - $130.34 $12.6K - $15K
TEF Telefonica S A Communication Services	Q1 2021 Filed on Apr 15, 2021	2,296	$4.06 - $4.96 $9.32K - $11.4K
SHW Sherwin Williams CO Basic Materials	Q1 2021 Filed on Apr 15, 2021	152	$219.85 - $253.01 $33.4K - $38.5K
NXPI Nxp Semiconductors N.V. Technology	Q1 2021 Filed on Apr 15, 2021	21	$160.47 - $208.34 $3.37K - $4.38K
NTES Net Ease, Inc. Communication Services	Q1 2021 Filed on Apr 15, 2021	35	$96.74 - $132.47 $3.39K - $4.64K
BA Boeing CO Industrials	Q1 2021 Filed on Apr 15, 2021	249	$194.03 - $269.19 $48.3K - $67K
LENB Lennar Corporation Cl B	Q1 2021 Filed on Apr 15, 2021	4	N/A
XYL Xylem Inc. Industrials	Q1 2021 Filed on Apr 15, 2021	21	$95.12 - $108.48 $2K - $2.28K
Indexiq ETF Tr	Q1 2021 Filed on Apr 15, 2021	163,744	N/A
AIVL Wisdomtree U.S. Ai Enhanced Va ETFs	Q1 2021 Filed on Apr 15, 2021	1,124	$82.63 - $94.8 $92.9K - $107K
BIP Brookfield Infrastructure Partners L.P. Utilities	Q1 2021 Filed on Apr 15, 2021	1,634	$32.68 - $36.19 $53.4K - $59.1K
TREX Trex CO Inc Industrials	Q1 2021 Filed on Apr 15, 2021	200	$82.34 - $106.28 $16.5K - $21.3K
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
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	Q1 2021 Filed on Apr 15, 2021	365	$51.11 - $51.73 $18.7K - $18.9K
VCSH Vanguard Sht Term Corp Bd ETF ETFs	Q1 2021 Filed on Apr 15, 2021	465	$82.19 - $83.24 $38.2K - $38.7K
TXN Texas Instruments Inc Technology	Q1 2021 Filed on Apr 15, 2021	46	$162.11 - $188.99 $7.46K - $8.69K
PHM Pultegroup Inc Consumer Cyclical	Q1 2021 Filed on Apr 15, 2021	1,000	$40.85 - $52.75 $40.9K - $52.8K
CI Cigna Corp Healthcare	Q1 2021 Filed on Apr 15, 2021	211	$203.27 - $247.55 $42.9K - $52.2K
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
JKHY Henry Jack & Associates Inc Technology	Q1 2021 Filed on Apr 15, 2021	840	$144.79 - $166.95 $122K - $140K
SBUX Starbucks Corp Consumer Cyclical	Q1 2021 Filed on Apr 15, 2021	1,072	$96.81 - $111.34 $104K - $119K
IEMG Ishares Inc ETFs	Q1 2021 Filed on Apr 15, 2021	431	$62.41 - $69.46 $26.9K - $29.9K
ESGU Ishares Trust Ishares Esg Awar ETFs	Q1 2021 Filed on Apr 15, 2021	69	$84.89 - $91.26 $5.86K - $6.3K
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
LUV Southwest Airlines CO Industrials	Q1 2021 Filed on Apr 15, 2021	900	$43.94 - $62.1 $39.5K - $55.9K
SIVR Abrdn Silver ETF Trust ETFs	Q1 2021 Filed on Apr 15, 2021	247	$23.15 - $27.84 $5.72K - $6.88K
LDUR Pimco Enhanced Low Duration Ac ETFs	Q1 2021 Filed on Apr 15, 2021	685	$101.87 - $102.3 $69.8K - $70.1K
KDP Keurig Dr Pepper Inc. Consumer Defensive	Q1 2021 Filed on Apr 15, 2021	400	$30.52 - $35.49 $12.2K - $14.2K
VO Vanguard Mid Cap ETF ETFs	Q1 2021 Filed on Apr 15, 2021	383	$203.74 - $225.89 $78K - $86.5K
VHT Vanguard Health Care ETF ETFs	Q1 2021 Filed on Apr 15, 2021	73	$218.21 - $236.79 $15.9K - $17.3K
VGK Vanguard Ftse Europe ETF Ftse ETFs	Q1 2021 Filed on Apr 15, 2021	705	$59.7 - $63.96 $42.1K - $45.1K
VIG Vanguard Dividend Appreciation ETFs	Q1 2021 Filed on Apr 15, 2021	63	N/A
ACRX Acelrx Pharmaceuticals Inc Healthcare	Q1 2021 Filed on Apr 15, 2021	1,000	$1.25 - $2.77 $1.25K - $2.77K
ALT Altimmune, Inc. Healthcare	Q1 2021 Filed on Apr 15, 2021	60	$12.71 - $24.31 $763 - $1.46K
AGR Avangrid, Inc. Utilities	Q1 2021 Filed on Apr 15, 2021	622	$44.47 - $49.88 $27.7K - $31K
URI United Rentals, Inc. Industrials	Q1 2021 Filed on Apr 15, 2021	167	$229.65 - $333.21 $38.4K - $55.6K
UBSI United Bankshares Inc Financial Services	Q1 2021 Filed on Apr 15, 2021	2,029	$31.66 - $40.74 $64.2K - $82.7K
UL Unilever PLC Consumer Defensive	Q1 2021 Filed on Apr 15, 2021	132	$52.06 - $60.97 $6.87K - $8.05K
UAA Under Armour, Inc. Consumer Cyclical	Q1 2021 Filed on Apr 15, 2021	885	$17.35 - $24.2 $15.4K - $21.4K
BIDU Baidu, Inc. Communication Services	Q1 2021 Filed on Apr 15, 2021	10	$203.97 - $339.91 $2.04K - $3.4K

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