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