Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ET
Energy Transfer LP

Energy
Q1 2021 Filed on Apr 15, 2021
1,520
$6.1 - $8.58 $9.27K - $13K
SHW
Sherwin Williams CO

Basic Materials
Q1 2021 Filed on Apr 15, 2021
152
$219.85 - $253.01 $33.4K - $38.5K
EMR
Emerson Electric CO

Industrials
Q1 2021 Filed on Apr 15, 2021
1,012
$78.01 - $92.2 $78.9K - $93.3K
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2021 Filed on Apr 15, 2021
237
$60.8 - $71.55 $14.4K - $17K
Xilinx Inc
Q1 2021 Filed on Apr 15, 2021
21
N/A
AON
Aon PLC

Financial Services
Q1 2021 Filed on Apr 15, 2021
64
$202.13 - $233.7 $12.9K - $15K
LIN
Linde PLC

Basic Materials
Q1 2021 Filed on Apr 15, 2021
8
$242.91 - $281.4 $1.94K - $2.25K
DUK
Duke Energy Corp

Utilities
Q1 2021 Filed on Apr 15, 2021
533
$85.59 - $97.58 $45.6K - $52K
SWAN
Amplify ETF Tr Blackswan Growt
Q1 2021 Filed on Apr 15, 2021
1,040
N/A
ADI
Analog Devices Inc

Technology
Q1 2021 Filed on Apr 15, 2021
6
$144.06 - $163.8 $864 - $983
D
Dominion Energy, Inc

Utilities
Q1 2021 Filed on Apr 15, 2021
1,416
$68.0 - $76.7 $96.3K - $109K
ATR
Aptargroup, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
15
$128.28 - $144.82 $1.92K - $2.17K
ADP
Automatic Data Processing Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
8
$161.03 - $192.69 $1.29K - $1.54K
DE
Deere & CO

Industrials
Q1 2021 Filed on Apr 15, 2021
103
$267.64 - $380.41 $27.6K - $39.2K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
Q1 2021 Filed on Apr 15, 2021
3,665
$32.94 - $34.84 $121K - $128K
TXT
Textron Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
1,120
$45.26 - $56.08 $50.7K - $62.8K
PANW
Palo Alto Networks Inc

Technology
Q1 2021 Filed on Apr 15, 2021
9
$316.85 - $396.9 $2.85K - $3.57K
Federal Rlty Invt Tr
Q1 2021 Filed on Apr 15, 2021
998
N/A
PLD
Prologis, Inc.

Real Estate
Q1 2021 Filed on Apr 15, 2021
15
$93.91 - $107.76 $1.41K - $1.62K
CRM
Salesforce, Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
5
$205.33 - $248.59 $1.03K - $1.24K
FNB
Fnb Corp

Financial Services
Q1 2021 Filed on Apr 15, 2021
8,182
$9.45 - $13.43 $77.3K - $110K
META
Meta Platforms, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
264
$245.64 - $294.53 $64.8K - $77.8K
FSLR
First Solar, Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
49
$71.45 - $107.53 $3.5K - $5.27K
SRPT
Sarepta Therapeutics, Inc.

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

Healthcare
Q1 2021 Filed on Apr 15, 2021
1,035
$20.53 - $25.22 $21.2K - $26.1K
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
270
$37.86 - $45.2 $10.2K - $12.2K
EXC
Exelon Corp

Utilities
Q1 2021 Filed on Apr 15, 2021
1,732
$27.53 - $31.21 $47.7K - $54.1K
TMUS
T Mobile Us, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
11
$117.91 - $135.06 $1.3K - $1.49K
SNDR
Schneider National, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
44
$20.46 - $25.8 $900 - $1.14K
Apartment Invt & Mgmt CO
Q4 2020 Filed on Feb 11, 2021
114
N/A
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
506
$3.95 - $5.42 $2K - $2.74K
Washington Prime Group New
Q4 2020 Filed on Feb 11, 2021
23
N/A
ELME
Elme Communities
Q4 2020 Filed on Feb 11, 2021
2,025
N/A
UGI
Ugi Corp

Utilities
Q4 2020 Filed on Feb 11, 2021
3,600
$32.32 - $38.06 $116K - $137K
ENSG
Ensign Group, Inc

Healthcare
Q4 2020 Filed on Feb 11, 2021
8
$56.39 - $76.17 $451 - $609
ERJ
Embraer S.A.

Industrials
Q4 2020 Filed on Feb 11, 2021
76
$4.11 - $7.35 $312 - $559
IDV
Ishares Tr

ETFs
Q4 2020 Filed on Feb 11, 2021
819
$24.08 - $29.73 $19.7K - $24.3K
CCK
Crown Holdings Inc

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
93
$75.98 - $100.2 $7.07K - $9.32K
MATX
Matson, Inc.

Industrials
Q4 2020 Filed on Feb 11, 2021
116
$39.88 - $61.46 $4.63K - $7.13K
DLB
Dolby Laboratories, Inc.

Industrials
Q4 2020 Filed on Feb 11, 2021
44
$64.29 - $97.13 $2.83K - $4.27K
TCBI
Texas Capital Bancshares Inc

Financial Services
Q4 2020 Filed on Feb 11, 2021
59
$31.68 - $59.92 $1.87K - $3.54K
JELD
Jeld Wen Holding, Inc.

Industrials
Q4 2020 Filed on Feb 11, 2021
142
$20.87 - $26.74 $2.96K - $3.8K
PNR
Pentair PLC

Industrials
Q4 2020 Filed on Feb 11, 2021
2
$45.41 - $54.15 $90.8 - $108
TT
Trane Technologies PLC

Industrials
Q4 2020 Filed on Feb 11, 2021
70
$121.95 - $152.44 $8.54K - $10.7K
IP
International Paper CO

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
229
$37.83 - $49.12 $8.66K - $11.2K
JCI
Johnson Controls International PLC

Industrials
Q4 2020 Filed on Feb 11, 2021
9
$40.68 - $46.66 $366 - $420
WLY
John Wiley & Sons, Inc.

Communication Services
Q4 2020 Filed on Feb 11, 2021
44
$30.79 - $46.21 $1.35K - $2.03K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
586
$13.25 - $16.95 $7.76K - $9.93K
PPG
Ppg Industries Inc

Basic Materials
Q4 2020 Filed on Feb 11, 2021
296
$121.78 - $149.11 $36K - $44.1K
Track This Portfolio

Track Burt Wealth Advisors Portfolio

Follow Burt Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email