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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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