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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$276B
$8.4 Million 2.09% of portfolio
16,041
Q1 2025 Added 1.11%
$3.22T
$6.2 Million 1.54% of portfolio
27,894
Q1 2025 Added 1.65%
$3.43T
$4.28 Million 1.06% of portfolio
11,398
Q1 2025 Reduced 1.02%
$2.1T
$2.31 Million 0.57% of portfolio
12,157
Q1 2025 Added 0.83%
$401B
$2.12 Million 0.53% of portfolio
12,778
Q1 2025 Added 3.07%
$689B
$1.99 Million 0.49% of portfolio
2,413
Q1 2025 Added 10.38%
$398B
$1.48 Million 0.37% of portfolio
8,669
Q4 2024 Reduced 4.72%
$236B
$1.5 Million 0.37% of portfolio
6,035
Q1 2025 Added 1.93%
$778B
$1.36 Million 0.34% of portfolio
5,551
Q1 2025 Added 4.13%
$431B
$1.15 Million 0.29% of portfolio
9,672
Q1 2025 Reduced 2.91%
$264B
$973,000 0.24% of portfolio
4,866
Q1 2025 Reduced 0.02%
$265B
$895,000 0.22% of portfolio
10,197
Q1 2025 Added 0.02%
$1.03T
$820,000 0.2% of portfolio
5,307
Q4 2024 Added 1.03%
$220B
$678,000 0.17% of portfolio
2,521
Q4 2024 Added 0.24%
$587B
$631,000 0.16% of portfolio
1,803
Q4 2024 Added 7.39%
$242B
$616,000 0.15% of portfolio
7,299
Q1 2025 Reduced 14.12%
$379B
$480,000 0.12% of portfolio
1,311
Q3 2024 Reduced 3.67%
$437B
$434,000 0.11% of portfolio
3,107
Q4 2024 Reduced 3.63%
$328B
$391,000 0.1% of portfolio
1,867
Q1 2025 Reduced 5.04%
$281B
$366,000 0.09% of portfolio
5,101
Q4 2024 Reduced 0.31%
$262B
$352,000 0.09% of portfolio
5,713
Q3 2023 Reduced 5.23%
$205B
$324,000 0.08% of portfolio
3,289
Q1 2025 Reduced 3.55%
$270B
$309,000 0.08% of portfolio
1,851
Q4 2024 Added 0.87%
$233B
$270,000 0.07% of portfolio
2,037
Q1 2025 Reduced 12.84%
$355B
$290,000 0.07% of portfolio
6,966
Q1 2025 Reduced 10.21%
$216B
$211,000 0.05% of portfolio
46
Q4 2024 New

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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