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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$221B
$678,000 0.17% of portfolio
2,521
Q4 2024 Added 0.24%
$0
$643,000 0.16% of portfolio
3,182
Q3 2024 Added 0.06%
$1.68B
$648,000 0.16% of portfolio
5,009
Q4 2022 New
$557B
$631,000 0.16% of portfolio
1,803
Q4 2024 Added 7.39%
$0
$618,000 0.15% of portfolio
13,000
Q2 2024 Reduced 17.28%
$275B
$616,000 0.15% of portfolio
7,299
Q1 2025 Reduced 14.12%
$0
$603,000 0.15% of portfolio
6,527
Q1 2025 Added 81.76%
$0
$600,000 0.15% of portfolio
8,402
Q1 2025 Added 0.17%
$105B
$549,000 0.14% of portfolio
816
Q4 2024 Added 0.37%
$54B
$512,000 0.13% of portfolio
1,059
Q1 2025 Reduced 0.19%
$0
$468,000 0.12% of portfolio
11,800
Q1 2025 Reduced 0.8%
$1.06T
$496,000 0.12% of portfolio
3,177
Q4 2024 Added 1.53%
$355B
$480,000 0.12% of portfolio
1,311
Q3 2024 Reduced 3.67%
$0
$430,000 0.11% of portfolio
4,600
Q1 2025 Added 11.41%
$0
$433,000 0.11% of portfolio
1,364
Q4 2024 Reduced 20.09%
$569B
$434,000 0.11% of portfolio
3,107
Q4 2024 Reduced 3.63%
$328B
$391,000 0.1% of portfolio
1,867
Q1 2025 Reduced 5.04%
$0
$408,000 0.1% of portfolio
8,372
Q1 2025 Reduced 4.29%
$0
$398,000 0.1% of portfolio
7,747
Q1 2025 Added 6.14%
$0
$405,000 0.1% of portfolio
8,963
Q3 2024 Reduced 10.17%
$0
$390,000 0.1% of portfolio
3,326
Q1 2025 Reduced 9.52%
$0
$367,000 0.09% of portfolio
1,338
Q1 2025 Reduced 3.39%
$284B
$366,000 0.09% of portfolio
5,101
Q4 2024 Reduced 0.31%
$270B
$352,000 0.09% of portfolio
5,713
Q3 2023 Reduced 5.23%
$31B
$370,000 0.09% of portfolio
1,520
Q1 2025 Added 37.81%
$0
$376,000 0.09% of portfolio
7,425
Q1 2025 Added 2.91%
$0
$360,000 0.09% of portfolio
4,771
Q1 2025 Reduced 1.55%
$134B
$350,000 0.09% of portfolio
13,832
Q1 2025 Reduced 1.52%
$78.8B
$306,000 0.08% of portfolio
2,085
Q4 2024 Reduced 6.5%
$64.3B
$341,000 0.08% of portfolio
8,080
Q2 2023 Reduced 19.26%
$215B
$324,000 0.08% of portfolio
3,289
Q1 2025 Reduced 3.55%
$52B
$336,000 0.08% of portfolio
3,078
Q4 2024 Reduced 1.79%
$75B
$311,000 0.08% of portfolio
4,901
Q4 2024 Reduced 1.69%
$201B
$334,000 0.08% of portfolio
3,729
Q1 2025 Reduced 30.02%
$290B
$309,000 0.08% of portfolio
1,851
Q4 2024 Added 0.87%
$232B
$270,000 0.07% of portfolio
2,037
Q1 2025 Reduced 12.84%
$178B
$273,000 0.07% of portfolio
1,826
Q4 2024 Reduced 7.87%
$362B
$290,000 0.07% of portfolio
6,966
Q1 2025 Reduced 10.21%
$99.6B
$279,000 0.07% of portfolio
4,580
Q1 2025 Reduced 9.13%
$36.4B
$295,000 0.07% of portfolio
3,300
Q1 2025 Added 10.0%
$0
$300,000 0.07% of portfolio
11,901
Q1 2025 Reduced 73.67%
$543M
$292,000 0.07% of portfolio
13,945
Q3 2024 New
$54.7B
$285,000 0.07% of portfolio
1,673
Q1 2024 New
$0
$281,000 0.07% of portfolio
4,817
Q2 2024 Reduced 5.6%
$0
$253,000 0.06% of portfolio
6,213
Q1 2025 Added 4.31%
$0
$255,000 0.06% of portfolio
1,235
Q2 2024 Reduced 0.32%
$0
$246,000 0.06% of portfolio
11,448
Q4 2024 Added 165.31%
$0
$252,000 0.06% of portfolio
5,230
Q1 2025 Reduced 12.5%
$37.5B
$255,000 0.06% of portfolio
3,400
Q4 2024 Reduced 2.69%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $402 Million
  • Prior Value $395 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Burt Wealth Advisors Portfolio

Follow Burt Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email