Burt Wealth Advisors Portfolio Holdings

Burt Wealth Advisors

  • $431 Million
  • Q2 2025

Burt Wealth Advisors has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $431 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $36.1M, World Gold Trust with a value of $35.3M, Caci International Inc with a value of $34.5M, Vanguard Bd Index Fd Inc Inter with a value of $34.4M, and Spdr Portfolio Intermediate Te with a value of $28M.

Examining the 13F form we can see an increase of $28.7M in the current position value, from $402M to 431M.

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

Portfolio value $431 Million
ETFs: $341 Million
Technology: $49.7 Million
Healthcare: $15.6 Million
Financial Services: $6.14 Million
Consumer Cyclical: $5.04 Million
Industrials: $4.78 Million
Consumer Defensive: $2.83 Million
Communication Services: $1.89 Million
Other: $1.6 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$5.68 Million 1.32% of portfolio
27,705
Q2 2025 Reduced 0.68%
$3.75T
$5.65 Million 1.31% of portfolio
11,363
Q2 2025 Reduced 0.31%
$281B
$4.83 Million 1.12% of portfolio
15,496
Q2 2025 Reduced 3.4%
$2.3T
$2.65 Million 0.61% of portfolio
12,077
Q2 2025 Reduced 0.66%
$410B
$1.95 Million 0.45% of portfolio
12,753
Q2 2025 Reduced 0.2%
$760B
$1.84 Million 0.43% of portfolio
2,356
Q2 2025 Reduced 2.36%
$254B
$1.68 Million 0.39% of portfolio
5,688
Q2 2025 Reduced 5.75%
$847B
$1.61 Million 0.37% of portfolio
5,551
Q1 2025 Added 4.13%
$364B
$1.35 Million 0.31% of portfolio
8,499
Q2 2025 Reduced 1.96%
$287B
$1.25 Million 0.29% of portfolio
4,871
Q2 2025 Added 0.1%
$475B
$1.04 Million 0.24% of portfolio
9,672
Q1 2025 Reduced 2.91%
$260B
$982,000 0.23% of portfolio
10,051
Q2 2025 Reduced 1.43%
$1.07T
$935,000 0.22% of portfolio
5,307
Q4 2024 Added 1.03%
$293B
$872,000 0.2% of portfolio
6,399
Q2 2025 Reduced 12.33%
$240B
$804,000 0.19% of portfolio
2,521
Q4 2024 Added 0.24%
$618B
$679,000 0.16% of portfolio
3,107
Q4 2024 Reduced 3.63%
$1.11T
$563,000 0.13% of portfolio
3,177
Q4 2024 Added 1.53%
$379B
$480,000 0.11% of portfolio
1,311
Q3 2024 Reduced 3.67%
$278B
$396,000 0.09% of portfolio
5,713
Q3 2023 Reduced 5.23%
$219B
$395,000 0.09% of portfolio
3,189
Q2 2025 Reduced 3.04%
$317B
$408,000 0.09% of portfolio
5,101
Q4 2024 Reduced 0.31%
$378B
$329,000 0.08% of portfolio
6,967
Q2 2025 Added 0.01%
$339B
$346,000 0.08% of portfolio
1,868
Q2 2025 Added 0.05%
$212B
$280,000 0.06% of portfolio
3,543
Q2 2025 Reduced 4.99%
$231B
$277,000 0.06% of portfolio
2,037
Q1 2025 Reduced 12.84%
$409B
$246,000 0.06% of portfolio
1,563
Q2 2025 New
$297B
$243,000 0.06% of portfolio
1,701
Q2 2025 Reduced 8.1%
$229B
$266,000 0.06% of portfolio
46
Q4 2024 New
$219B
$241,000 0.06% of portfolio
1,655
Q1 2025 New
$244B
$211,000 0.05% of portfolio
1,505
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $431 Million
  • Prior Value $402 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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