Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $431 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
WLY
John Wiley & Sons, Inc.

Communication Services
Q4 2020 Filed on Feb 11, 2021
44
$30.79 - $46.21 $1.35K - $2.03K
DLB
Dolby Laboratories, Inc.

Industrials
Q4 2020 Filed on Feb 11, 2021
44
$64.29 - $97.13 $2.83K - $4.27K
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
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
PNR
Pentair PLC

Industrials
Q4 2020 Filed on Feb 11, 2021
2
$45.41 - $54.15 $90.8 - $108
BECN
Beacon Roofing Supply Inc

Industrials
Q4 2020 Filed on Feb 11, 2021
90
$30.7 - $40.56 $2.76K - $3.65K
UGI
Ugi Corp

Utilities
Q4 2020 Filed on Feb 11, 2021
3,600
$32.32 - $38.06 $116K - $137K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q4 2020 Filed on Feb 11, 2021
248
$18.14 - $40.34 $4.5K - $10K
PPG
Ppg Industries Inc

Basic Materials
Q4 2020 Filed on Feb 11, 2021
296
$121.78 - $149.11 $36K - $44.1K
Apartment Invt & Mgmt CO
Q4 2020 Filed on Feb 11, 2021
114
N/A
QCOM
Qualcomm Inc

Technology
Q4 2020 Filed on Feb 11, 2021
100
$115.47 - $158.8 $11.5K - $15.9K
CE
Celanese Corp

Basic Materials
Q4 2020 Filed on Feb 11, 2021
22
$106.04 - $137.44 $2.33K - $3.02K
LYG
Lloyds Banking Group PLC

Financial Services
Q4 2020 Filed on Feb 11, 2021
88
$1.31 - $2.09 $115 - $184
VRNT
Verint Systems Inc

Technology
Q3 2020 Filed on Nov 10, 2020
50
$21.42 - $26.17 $1.07K - $1.31K
CLDT
Chatham Lodging Trust

Real Estate
Q3 2020 Filed on Nov 10, 2020
151
$5.16 - $8.05 $779 - $1.22K
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2020 Filed on Nov 10, 2020
7
$11.49 - $17.03 $80.4 - $119
RYN
Rayonier Inc

Real Estate
Q3 2020 Filed on Nov 10, 2020
120
$24.49 - $30.1 $2.94K - $3.61K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
21
$37.81 - $47.77 $794 - $1K
ALEX
Alexander & Baldwin, Inc.

Real Estate
Q3 2020 Filed on Nov 10, 2020
60
$10.33 - $13.17 $620 - $790
Sykes Enterprises Inc
Q3 2020 Filed on Nov 10, 2020
99
N/A
AVT
Avnet Inc

Technology
Q3 2020 Filed on Nov 10, 2020
43
$25.05 - $29.22 $1.08K - $1.26K
TBBK
Bancorp, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
103
$8.07 - $10.69 $831 - $1.1K
EWJ
Ishares Msci Japan ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
19
$54.33 - $59.58 $1.03K - $1.13K
NCR
Ncr Corp

Technology
Q3 2020 Filed on Nov 10, 2020
73
$16.17 - $22.14 $1.18K - $1.62K
T Mobile Us Inc
Q3 2020 Filed on Nov 10, 2020
11
N/A
BRKL
Brookline Bancorp Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
181
$8.23 - $10.56 $1.49K - $1.91K
CBT
Cabot Corp

Basic Materials
Q3 2020 Filed on Nov 10, 2020
110
$35.23 - $41.12 $3.88K - $4.52K
PRMW
Primo Water Corp

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
145
$13.24 - $15.09 $1.92K - $2.19K
DTE
Dte Energy CO

Utilities
Q3 2020 Filed on Nov 10, 2020
20
$90.78 - $102.52 $1.82K - $2.05K
PCH
Potlatchdeltic Corp

Real Estate
Q3 2020 Filed on Nov 10, 2020
33
$37.56 - $47.48 $1.24K - $1.57K
FOXA
Fox Corp

Communication Services
Q3 2020 Filed on Nov 10, 2020
1
$24.37 - $29.34 $24.4 - $29.3
FHB
First Hawaiian, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
96
$14.47 - $18.59 $1.39K - $1.78K
BLK
Black Rock Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
1
$535.05 - $608.0 $535 - $608
FE
Firstenergy Corp

Utilities
Q3 2020 Filed on Nov 10, 2020
173
$27.09 - $42.14 $4.69K - $7.29K
ANET
Arista Networks, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
4
$48.78 - $66.0 $195 - $264
HY
Hyster Yale Materials Handling, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
31
$34.8 - $44.51 $1.08K - $1.38K
HOPE
Hope Bancorp Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
312
$7.11 - $9.12 $2.22K - $2.85K
Glatfelter
Q3 2020 Filed on Nov 10, 2020
96
N/A
Mts Sys Corp
Q3 2020 Filed on Nov 10, 2020
46
N/A
Waddell & Reed Finl Inc
Q3 2020 Filed on Nov 10, 2020
77
N/A
REZI
Resideo Technologies, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
196
$10.04 - $14.2 $1.97K - $2.78K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q3 2020 Filed on Nov 10, 2020
500
$29.72 - $33.44 $14.9K - $16.7K
COP
Conocophillips

Energy
Q3 2020 Filed on Nov 10, 2020
20
$32.46 - $41.78 $649 - $836
COMM
Comm Scope Holding Company, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
140
$7.75 - $11.07 $1.09K - $1.55K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
57
$10.02 - $18.46 $571 - $1.05K
DBI
Designer Brands Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
162
$5.41 - $8.26 $876 - $1.34K
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
57
$20.89 - $34.55 $1.19K - $1.97K
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