Burt Wealth Advisors Portfolio Holdings
Burt Wealth Advisors
- $399 Million
- Q3 2025
Burt Wealth Advisors has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $399 Million distributed in 115 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 $39M, Vanguard Bd Index Fd Inc Inter with a value of $35.8M, Caci International Inc with a value of $34.5M, Spdr S&P 500 ETF Trust with a value of $29.3M, and Spdr Portfolio Intermediate Te with a value of $29M.
Examining the 13F form we can see an decrease of $32M in the current position value, from $431M to 399M.
Below you can find more details about Burt Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$399 Million
ETFs: $301 Million
Technology: $51.6 Million
Healthcare: $16.8 Million
Financial Services: $8.95 Million
Consumer Cyclical: $6.13 Million
Industrials: $4.76 Million
Consumer Defensive: $2.88 Million
Communication Services: $2.35 Million
Other: $1.64 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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