Burt Wealth Advisors Portfolio Holdings
Burt Wealth Advisors
- $431 Million
- Q2 2025
Burt Wealth Advisors has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $431 Million distributed in 116 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 $36.1M, World Gold Trust with a value of $35.3M, Caci International Inc with a value of $34.5M, Vanguard Bd Index Fd Inc Inter with a value of $34.4M, and Spdr Portfolio Intermediate Te with a value of $28M.
Examining the 13F form we can see an increase of $28.7M in the current position value, from $402M to 431M.
Below you can find more details about Burt Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$431 Million
ETFs: $341 Million
Technology: $49.7 Million
Healthcare: $15.6 Million
Financial Services: $6.14 Million
Consumer Cyclical: $5.04 Million
Industrials: $4.78 Million
Consumer Defensive: $2.83 Million
Communication Services: $1.89 Million
Other: $1.6 Million