Burt Wealth Advisors Portfolio Holdings

Burt Wealth Advisors

  • $402 Million
  • Q1 2025

Burt Wealth Advisors has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $402 Million distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Caci International Inc with a value of $34.5M, World Gold Trust with a value of $33.7M, Vanguard Bd Index Fd Inc Inter with a value of $33M, Schwab Strategic Tr Us Large C with a value of $32.1M, and Spdr Portfolio Intermediate Te with a value of $27.4M.

Examining the 13F form we can see an increase of $7.92M in the current position value, from $395M to 402M.

Below you can find more details about Burt Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $402 Million
ETFs: $317 Million
Technology: $47.9 Million
Healthcare: $15.8 Million
Financial Services: $5.26 Million
Consumer Cyclical: $4.44 Million
Industrials: $3.71 Million
Consumer Defensive: $2.9 Million
Communication Services: $1.64 Million
Other: $1.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.61B
$33.7 Million 8.36% of portfolio
543,725
Q1 2025 Reduced 1.0%
$0
$33 Million 8.2% of portfolio
430,928
Q1 2025 Added 4.02%
$0
$32.1 Million 7.96% of portfolio
1,451,704
Q1 2025 Added 1.36%
$0
$27.4 Million 6.81% of portfolio
825,105
Q1 2025 Added 2.08%
$0
$25.2 Million 6.25% of portfolio
44,964
Q1 2025 Added 1.73%
$0
$21.9 Million 5.45% of portfolio
281,466
Q1 2025 Reduced 0.89%
$0
$19.6 Million 4.86% of portfolio
645,626
Q1 2025 Reduced 2.47%
$0
$18.7 Million 4.64% of portfolio
350,120
Q1 2025 Reduced 0.05%
$0
$15.1 Million 3.75% of portfolio
639,890
Q1 2025 Added 4.25%
$0
$14 Million 3.49% of portfolio
599,009
Q1 2025 Added 1.13%
$0
$13.7 Million 3.41% of portfolio
132,649
Q1 2025 Added 4.51%
$0
$7.46 Million 1.85% of portfolio
292,236
Q1 2025 Reduced 4.91%
$0
$7.16 Million 1.78% of portfolio
67,947
Q1 2025 Reduced 1.65%
$0
$4.76 Million 1.18% of portfolio
95,838
Q1 2025 Added 0.7%
$0
$4.15 Million 1.03% of portfolio
81,600
Q1 2025 Added 81.69%
$0
$3.83 Million 0.95% of portfolio
76,629
Q1 2025 Reduced 4.91%
$0
$3.71 Million 0.92% of portfolio
64,451
Q1 2025 Reduced 1.31%
$0
$3.61 Million 0.9% of portfolio
51,736
Q1 2025 Added 0.77%
$0
$3.14 Million 0.78% of portfolio
128,602
Q1 2025 Reduced 5.93%
$0
$2.19 Million 0.54% of portfolio
45,755
Q1 2025 Reduced 4.27%
$0
$2.05 Million 0.51% of portfolio
3,982
Q4 2024 Reduced 2.04%
$0
$1.29 Million 0.32% of portfolio
31,805
Q3 2024 Reduced 2.69%
$0
$1.17 Million 0.29% of portfolio
15,004
Q1 2025 Reduced 0.85%
$0
$1.07 Million 0.27% of portfolio
14,480
Q1 2025 Reduced 3.05%
$0
$1.1 Million 0.27% of portfolio
43,508
Q1 2025 Added 1.23%
$0
$974,000 0.24% of portfolio
42,058
Q1 2025 Reduced 1.22%
$0
$813,000 0.2% of portfolio
15,052
Q1 2025 Added 0.47%
$0
$791,000 0.2% of portfolio
10,680
Q1 2025 Added 0.02%
$0
$774,000 0.19% of portfolio
30,916
Q1 2025 Reduced 6.06%
$0
$758,000 0.19% of portfolio
16,450
Q1 2025 Reduced 2.53%
$0
$711,000 0.18% of portfolio
29,680
Q1 2025 Reduced 2.62%
$0
$643,000 0.16% of portfolio
3,182
Q3 2024 Added 0.06%
$1.58B
$648,000 0.16% of portfolio
5,009
Q4 2022 New
$0
$618,000 0.15% of portfolio
13,000
Q2 2024 Reduced 17.28%
$0
$603,000 0.15% of portfolio
6,527
Q1 2025 Added 81.76%
$0
$600,000 0.15% of portfolio
8,402
Q1 2025 Added 0.17%
$0
$468,000 0.12% of portfolio
11,800
Q1 2025 Reduced 0.8%
$0
$430,000 0.11% of portfolio
4,600
Q1 2025 Added 11.41%
$0
$433,000 0.11% of portfolio
1,364
Q4 2024 Reduced 20.09%
$0
$389,000 0.1% of portfolio
5,052
Q1 2025 Added 0.22%
$0
$408,000 0.1% of portfolio
8,372
Q1 2025 Reduced 4.29%
$0
$398,000 0.1% of portfolio
7,747
Q1 2025 Added 6.14%
$0
$405,000 0.1% of portfolio
8,963
Q3 2024 Reduced 10.17%
$0
$390,000 0.1% of portfolio
3,326
Q1 2025 Reduced 9.52%
$0
$367,000 0.09% of portfolio
1,338
Q1 2025 Reduced 3.39%
$0
$376,000 0.09% of portfolio
7,425
Q1 2025 Added 2.91%
$0
$360,000 0.09% of portfolio
4,771
Q1 2025 Reduced 1.55%
$0
$300,000 0.07% of portfolio
11,901
Q1 2025 Reduced 73.67%
$0
$281,000 0.07% of portfolio
4,817
Q2 2024 Reduced 5.6%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $402 Million
  • Prior Value $395 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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