Burt Wealth Advisors Portfolio Holdings
Burt Wealth Advisors
- $393 Million
- Q1 2024
Burt Wealth Advisors has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $393 Million distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Caci International Inc with a value of $31.7M, Schwab Strategic Tr Us Large C with a value of $29.1M, Spdr S&P 500 ETF Trust with a value of $27.7M, Vanguard Bd Index Fd Inc Inter with a value of $27.6M, and World Gold Trust with a value of $26.3M.
Examining the 13F form we can see an increase of $43.7M in the current position value, from $350M to 393M.
Below you can find more details about Burt Wealth Advisors portfolio as well as his latest detailed transactions.
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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