Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $395 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TWTR
Twitter, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
8
$45.18 - $77.63 $361 - $621
GS
Goldman Sachs Group Inc

Financial Services
Q1 2021 Filed on Apr 15, 2021
72
$265.0 - $348.81 $19.1K - $25.1K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
172
$134.53 - $157.92 $23.1K - $27.2K
HSY
Hershey CO

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
100
$144.37 - $161.13 $14.4K - $16.1K
SO
Southern CO

Utilities
Q1 2021 Filed on Apr 15, 2021
166
$56.72 - $62.32 $9.42K - $10.3K
EWC
Ishares Msci Canada ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
3,354
$30.6 - $34.94 $103K - $117K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q1 2021 Filed on Apr 15, 2021
72
$67.07 - $76.85 $4.83K - $5.53K
HUM
Humana Inc

Healthcare
Q1 2021 Filed on Apr 15, 2021
60
$375.15 - $447.69 $22.5K - $26.9K
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q1 2021 Filed on Apr 15, 2021
503
$56.08 - $57.38 $28.2K - $28.9K
RDVY
First Trust Rising Dividend Ac

ETFs
Q1 2021 Filed on Apr 15, 2021
1,000
$39.09 - $45.86 $39.1K - $45.9K
FTCS
First Trust Capital Strength E

ETFs
Q1 2021 Filed on Apr 15, 2021
500
$65.61 - $71.26 $32.8K - $35.6K
FSLR
First Solar, Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
49
$71.45 - $107.53 $3.5K - $5.27K
DE
Deere & CO

Industrials
Q1 2021 Filed on Apr 15, 2021
103
$267.64 - $380.41 $27.6K - $39.2K
ADP
Automatic Data Processing Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
8
$161.03 - $192.69 $1.29K - $1.54K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q1 2021 Filed on Apr 15, 2021
2,001
$33.53 - $36.45 $67.1K - $72.9K
ATR
Aptargroup, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
15
$128.28 - $144.82 $1.92K - $2.17K
ICLN
Ishares

ETFs
Q1 2021 Filed on Apr 15, 2021
836
$22.27 - $33.41 $18.6K - $27.9K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
Q1 2021 Filed on Apr 15, 2021
44
$54.15 - $56.52 $2.38K - $2.49K
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
BGRN
Ishares Trust Ishares Usd Gre

ETFs
Q1 2021 Filed on Apr 15, 2021
38
$54.52 - $56.31 $2.07K - $2.14K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q1 2021 Filed on Apr 15, 2021
65
$25.89 - $26.17 $1.68K - $1.7K
KO
Coca Cola CO

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
2,310
$48.15 - $53.85 $111K - $124K
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
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q1 2021 Filed on Apr 15, 2021
1,500
$70.61 - $76.36 $106K - $115K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
585
$74.44 - $84.52 $43.5K - $49.4K
ADI
Analog Devices Inc

Technology
Q1 2021 Filed on Apr 15, 2021
6
$144.06 - $163.8 $864 - $983
SWAN
Amplify ETF Tr Blackswan Growt
Q1 2021 Filed on Apr 15, 2021
1,040
N/A
SNDR
Schneider National, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
44
$20.46 - $25.8 $900 - $1.14K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
15
$72.25 - $168.95 $1.08K - $2.53K
CRM
Salesforce, Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
5
$205.33 - $248.59 $1.03K - $1.24K
PLD
Prologis, Inc.

Real Estate
Q1 2021 Filed on Apr 15, 2021
15
$93.91 - $107.76 $1.41K - $1.62K
PANW
Palo Alto Networks Inc

Technology
Q1 2021 Filed on Apr 15, 2021
9
$316.85 - $396.9 $2.85K - $3.57K
EXEL
Exelixis, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
1,035
$20.53 - $25.22 $21.2K - $26.1K
EXC
Exelon Corp

Utilities
Q1 2021 Filed on Apr 15, 2021
1,732
$27.53 - $31.21 $47.7K - $54.1K
OTIS
Otis Worldwide Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
812
$62.24 - $69.91 $50.5K - $56.8K
META
Meta Platforms, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
264
$245.64 - $294.53 $64.8K - $77.8K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2021 Filed on Apr 15, 2021
3,260
$19.29 - $23.7 $62.9K - $77.3K
ET
Energy Transfer LP

Energy
Q1 2021 Filed on Apr 15, 2021
1,520
$6.1 - $8.58 $9.27K - $13K
LIN
Linde PLC

Basic Materials
Q1 2021 Filed on Apr 15, 2021
8
$242.91 - $281.4 $1.94K - $2.25K
D
Dominion Energy, Inc

Utilities
Q1 2021 Filed on Apr 15, 2021
1,416
$68.0 - $76.7 $96.3K - $109K
AON
Aon PLC

Financial Services
Q1 2021 Filed on Apr 15, 2021
64
$202.13 - $233.7 $12.9K - $15K
Xilinx Inc
Q1 2021 Filed on Apr 15, 2021
21
N/A
DUK
Duke Energy Corp

Utilities
Q1 2021 Filed on Apr 15, 2021
533
$85.59 - $97.58 $45.6K - $52K
TXT
Textron Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
1,120
$45.26 - $56.08 $50.7K - $62.8K
TMUS
T Mobile Us, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
11
$117.91 - $135.06 $1.3K - $1.49K
EMR
Emerson Electric CO

Industrials
Q1 2021 Filed on Apr 15, 2021
1,012
$78.01 - $92.2 $78.9K - $93.3K
ENB
Enbridge Inc

Energy
Q1 2021 Filed on Apr 15, 2021
1,076
$31.97 - $37.2 $34.4K - $40K
FNB
Fnb Corp

Financial Services
Q1 2021 Filed on Apr 15, 2021
8,182
$9.45 - $13.43 $77.3K - $110K
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