Burt Wealth Advisors Portfolio Holdings

Burt Wealth Advisors

  • $395 Million
  • Q4 2024

Burt Wealth Advisors has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $395 Million distributed in 112 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, Schwab Strategic Tr Us Large C with a value of $33.2M, Vanguard Bd Index Fd Inc Inter with a value of $31M, World Gold Trust with a value of $28.5M, and Spdr Portfolio Intermediate Te with a value of $26.5M.

Examining the 13F form we can see an decrease of $4.43M in the current position value, from $399M to 395M.

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

Portfolio value $395 Million
ETFs: $307 Million
Technology: $49.3 Million
Healthcare: $14.5 Million
Financial Services: $5.42 Million
Consumer Cyclical: $5.32 Million
Industrials: $3.42 Million
Consumer Defensive: $2.91 Million
Communication Services: $2.22 Million
Other: $1.62 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$279,000 0.07% of portfolio
4,817
Q2 2024 Reduced 5.6%
$0
$267,000 0.07% of portfolio
5,956
Q2 2024 Reduced 8.71%
$0
$285,000 0.07% of portfolio
5,977
Q1 2024 Reduced 13.66%
$0
$259,000 0.07% of portfolio
11,448
Q4 2024 Added 165.31%
$0
$287,000 0.07% of portfolio
1,235
Q2 2024 Reduced 0.32%
$0
$213,000 0.05% of portfolio
2,482
Q4 2024 Added 0.24%
$0
$0 0.0% of portfolio
7,315
Q2 2024 Reduced 3.3%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $395 Million
  • Prior Value $399 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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