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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$436B
$8.03 Million 2.03% of portfolio
15,865
Q4 2024 Reduced 1.56%
$3.95T
$6.87 Million 1.74% of portfolio
27,440
Q4 2024 Added 0.01%
$3.04T
$4.85 Million 1.23% of portfolio
11,516
Q4 2024 Added 1.2%
$2.21T
$2.65 Million 0.67% of portfolio
12,057
Q4 2024 Added 14.05%
$424B
$1.79 Million 0.45% of portfolio
12,397
Q4 2024 Reduced 4.03%
$830B
$1.69 Million 0.43% of portfolio
2,186
Q4 2024 Reduced 12.35%
$403B
$1.45 Million 0.37% of portfolio
8,669
Q4 2024 Reduced 4.72%
$234B
$1.3 Million 0.33% of portfolio
5,921
Q4 2024 Reduced 1.82%
$775B
$1.28 Million 0.32% of portfolio
5,331
Q4 2024 Reduced 1.81%
$461B
$1.07 Million 0.27% of portfolio
9,962
Q4 2024 Reduced 2.18%
$1.1T
$1 Million 0.25% of portfolio
5,307
Q4 2024 Added 1.03%
$257B
$921,000 0.23% of portfolio
10,195
Q4 2024 Added 17.02%
$218B
$811,000 0.21% of portfolio
4,867
Q4 2024 Added 0.6%
$221B
$748,000 0.19% of portfolio
2,521
Q4 2024 Added 0.24%
$1.11T
$605,000 0.15% of portfolio
3,177
Q4 2024 Added 1.53%
$570B
$569,000 0.14% of portfolio
1,803
Q4 2024 Added 7.39%
$452B
$517,000 0.13% of portfolio
3,107
Q4 2024 Reduced 3.63%
$394B
$509,000 0.13% of portfolio
1,311
Q3 2024 Reduced 3.67%
$360B
$340,000 0.09% of portfolio
7,758
Q3 2024 Reduced 4.25%
$357B
$349,000 0.09% of portfolio
1,966
Q3 2024 Reduced 0.3%
$263B
$338,000 0.09% of portfolio
5,713
Q3 2023 Reduced 5.23%
$294B
$358,000 0.09% of portfolio
5,101
Q4 2024 Reduced 0.31%
$236B
$264,000 0.07% of portfolio
2,337
Q4 2024 Reduced 11.84%
$211B
$277,000 0.07% of portfolio
1,826
Q4 2024 Reduced 7.87%
$307B
$268,000 0.07% of portfolio
1,851
Q4 2024 Added 0.87%
$224B
$235,000 0.06% of portfolio
813
Q3 2023 Reduced 2.63%
$335B
$200,000 0.05% of portfolio
1,496
Q4 2024 New

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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