Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
LENB
Lennar Corporation Cl B
Q1 2021 Filed on Apr 15, 2021
4
N/A
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q1 2021 Filed on Apr 15, 2021
1,000
$56.41 - $58.25 $56.4K - $58.3K
SYK
Stryker Corp

Healthcare
Q1 2021 Filed on Apr 15, 2021
2
$221.01 - $248.82 $442 - $498
THW
Tekla World Healthcare Fund

Financial Services
Q1 2021 Filed on Apr 15, 2021
370
$14.64 - $17.81 $5.42K - $6.59K
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
2,974
$38.19 - $45.67 $114K - $136K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q1 2021 Filed on Apr 15, 2021
116
$59.52 - $63.83 $6.9K - $7.4K
BP
Bp PLC

Energy
Q1 2021 Filed on Apr 15, 2021
2,936
$20.75 - $26.96 $60.9K - $79.2K
CCI
Crown Castle International Corp

Real Estate
Q1 2021 Filed on Apr 15, 2021
6
$146.77 - $175.03 $881 - $1.05K
KLXE
Klx Energy Services Holdings, Inc.

Energy
Q1 2021 Filed on Apr 15, 2021
17
$6.55 - $18.17 $111 - $309
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
4
$1319.12 - $1550.49 $5.28K - $6.2K
CB
Chubb LTD

Financial Services
Q1 2021 Filed on Apr 15, 2021
126
$145.1 - $175.05 $18.3K - $22.1K
NXPI
Nxp Semiconductors N.V.

Technology
Q1 2021 Filed on Apr 15, 2021
21
$160.47 - $208.34 $3.37K - $4.38K
RDVY
First Trust Rising Dividend Ac

ETFs
Q1 2021 Filed on Apr 15, 2021
1,000
$39.09 - $45.86 $39.1K - $45.9K
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q1 2021 Filed on Apr 15, 2021
503
$56.08 - $57.38 $28.2K - $28.9K
CVS
Cvs Health Corp

Healthcare
Q1 2021 Filed on Apr 15, 2021
499
$68.13 - $76.3 $34K - $38.1K
HUM
Humana Inc

Healthcare
Q1 2021 Filed on Apr 15, 2021
60
$375.15 - $447.69 $22.5K - $26.9K
ICLN
Ishares

ETFs
Q1 2021 Filed on Apr 15, 2021
836
$22.27 - $33.41 $18.6K - $27.9K
NTES
Net Ease, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
35
$96.74 - $132.47 $3.39K - $4.64K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q1 2021 Filed on Apr 15, 2021
1,500
$70.61 - $76.36 $106K - $115K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q1 2021 Filed on Apr 15, 2021
65
$25.89 - $26.17 $1.68K - $1.7K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
585
$74.44 - $84.52 $43.5K - $49.4K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
Q1 2021 Filed on Apr 15, 2021
38
$54.52 - $56.31 $2.07K - $2.14K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
Q1 2021 Filed on Apr 15, 2021
545
$12.56 - $14.63 $6.85K - $7.97K
KO
Coca Cola CO

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
2,310
$48.15 - $53.85 $111K - $124K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
Q1 2021 Filed on Apr 15, 2021
44
$54.15 - $56.52 $2.38K - $2.49K
PJT
Pjt Partners Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
859
$66.23 - $80.94 $56.9K - $69.5K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
1,425
$1.98 - $19.9 $2.82K - $28.4K
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2021 Filed on Apr 15, 2021
163
$204.88 - $255.03 $33.4K - $41.6K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q1 2021 Filed on Apr 15, 2021
1,634
$32.68 - $36.19 $53.4K - $59.1K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q1 2021 Filed on Apr 15, 2021
18
$16.47 - $22.34 $296 - $402
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
Q1 2021 Filed on Apr 15, 2021
100
$92.0 - $109.27 $9.2K - $10.9K
UBER
Uber Technologies, Inc

Technology
Q1 2021 Filed on Apr 15, 2021
16
$48.11 - $63.18 $770 - $1.01K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2021 Filed on Apr 15, 2021
76
$253.15 - $290.67 $19.2K - $22.1K
UMPQ
Umpqua Holdings Corp

Financial Services
Q1 2021 Filed on Apr 15, 2021
209
$14.51 - $18.7 $3.03K - $3.91K
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
120
$39.94 - $62.45 $4.79K - $7.49K
Indexiq ETF Tr
Q1 2021 Filed on Apr 15, 2021
163,744
N/A
VTRS
Viatris Inc

Healthcare
Q1 2021 Filed on Apr 15, 2021
1,599
$13.59 - $18.54 $21.7K - $29.6K
ACN
Accenture PLC

Technology
Q1 2021 Filed on Apr 15, 2021
475
$241.92 - $280.77 $115K - $133K
VNT
Vontier Corp

Technology
Q1 2021 Filed on Apr 15, 2021
47
$30.27 - $35.9 $1.42K - $1.69K
T
At&T Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
3,677
$21.06 - $23.21 $77.4K - $85.3K
Washington Prime Group New
Q1 2021 Filed on Apr 15, 2021
3
N/A
SPOT
Spotify Technology S.A.

Communication Services
Q1 2021 Filed on Apr 15, 2021
2
$252.59 - $364.59 $505 - $729
MO
Altria Group, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
735
$40.76 - $52.5 $30K - $38.6K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q1 2021 Filed on Apr 15, 2021
26
$81.34 - $87.82 $2.11K - $2.28K
AMX
America Movil Sab De Cv

Communication Services
Q1 2021 Filed on Apr 15, 2021
6,000
$12.7 - $15.07 $76.2K - $90.4K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2021 Filed on Apr 15, 2021
100
$81.74 - $112.47 $8.17K - $11.2K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
560
$11.96 - $13.09 $6.7K - $7.33K
ARKR
Ark Restaurants Corp

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
200
$17.07 - $23.88 $3.41K - $4.78K
BIIB
Biogen Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
77
$242.95 - $284.63 $18.7K - $21.9K
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