Burt Wealth Advisors Portfolio Holdings
Burt Wealth Advisors
- $378 Million
- Q2 2024
Burt Wealth Advisors has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $378 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Caci International Inc with a value of $34.9M, Schwab Strategic Tr Us Large C with a value of $30M, Vanguard Bd Index Fd Inc Inter with a value of $27.3M, Spdr S&P 500 ETF Trust with a value of $26M, and World Gold Trust with a value of $25.7M.
Examining the 13F form we can see an decrease of $15M in the current position value, from $393M to 378M.
Below you can find more details about Burt Wealth Advisors portfolio as well as his latest detailed transactions.