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

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$809,000 0.19% of portfolio
15,052
Q1 2025 Added 0.47%
$134B
$789,000 0.18% of portfolio
3,432
Q4 2024 Reduced 0.72%
$147B
$795,000 0.18% of portfolio
2,850
Q1 2025 Added 0.28%
$0
$760,000 0.18% of portfolio
16,450
Q1 2025 Reduced 2.53%
$0
$762,000 0.18% of portfolio
9,504
Q2 2025 Added 13.12%
$0
$764,000 0.18% of portfolio
3,180
Q2 2025 Reduced 0.06%
$1.85B
$691,000 0.16% of portfolio
5,009
Q4 2022 New
$813B
$679,000 0.16% of portfolio
3,107
Q4 2024 Reduced 3.63%
$566B
$640,000 0.15% of portfolio
1,803
Q4 2024 Added 7.39%
$0
$621,000 0.14% of portfolio
13,000
Q2 2024 Reduced 17.28%
$99.5B
$597,000 0.14% of portfolio
816
Q4 2024 Added 0.37%
$0
$601,000 0.14% of portfolio
6,527
Q1 2025 Added 81.76%
$0
$552,000 0.13% of portfolio
21,460
Q2 2025 Added 80.32%
$51.9B
$565,000 0.13% of portfolio
1,059
Q1 2025 Reduced 0.19%
$1.52T
$563,000 0.13% of portfolio
3,177
Q4 2024 Added 1.53%
$0
$539,000 0.13% of portfolio
12,489
Q2 2025 Added 5.84%
$427B
$480,000 0.11% of portfolio
1,311
Q3 2024 Reduced 3.67%
$0
$478,000 0.11% of portfolio
1,364
Q4 2024 Reduced 20.09%
$85.8B
$457,000 0.11% of portfolio
3,005
Q2 2025 Added 44.12%
$0
$461,000 0.11% of portfolio
3,326
Q1 2025 Reduced 9.52%
$0
$411,000 0.1% of portfolio
8,321
Q2 2025 Reduced 0.61%
$0
$443,000 0.1% of portfolio
8,963
Q3 2024 Reduced 10.17%
$0
$402,000 0.09% of portfolio
7,924
Q2 2025 Added 6.72%
$278B
$396,000 0.09% of portfolio
5,713
Q3 2023 Reduced 5.23%
$212B
$395,000 0.09% of portfolio
3,189
Q2 2025 Reduced 3.04%
$0
$401,000 0.09% of portfolio
5,052
Q1 2025 Added 0.22%
$0
$407,000 0.09% of portfolio
1,341
Q2 2025 Added 0.22%
$313B
$408,000 0.09% of portfolio
5,101
Q4 2024 Reduced 0.31%
$0
$399,000 0.09% of portfolio
4,785
Q2 2025 Added 0.29%
$32.1B
$394,000 0.09% of portfolio
1,520
Q1 2025 Added 37.81%
$0
$393,000 0.09% of portfolio
7,747
Q1 2025 Added 6.14%
$73.7B
$365,000 0.08% of portfolio
8,080
Q2 2023 Reduced 19.26%
$412B
$329,000 0.08% of portfolio
6,967
Q2 2025 Added 0.01%
$91.1B
$348,000 0.08% of portfolio
4,901
Q4 2024 Reduced 1.69%
$41B
$350,000 0.08% of portfolio
3,300
Q1 2025 Added 10.0%
$86.6B
$362,000 0.08% of portfolio
1,703
Q2 2025 New
$390B
$346,000 0.08% of portfolio
1,868
Q2 2025 Added 0.05%
$0
$312,000 0.07% of portfolio
1,235
Q2 2024 Reduced 0.32%
$135B
$312,000 0.07% of portfolio
12,909
Q2 2025 Reduced 6.67%
$55.3B
$319,000 0.07% of portfolio
3,078
Q4 2024 Reduced 1.79%
$0
$302,000 0.07% of portfolio
4,817
Q2 2024 Reduced 5.6%
$206B
$280,000 0.06% of portfolio
3,543
Q2 2025 Reduced 4.99%
$0
$263,000 0.06% of portfolio
5,681
Q4 2023 Reduced 67.37%
$235B
$277,000 0.06% of portfolio
2,037
Q1 2025 Reduced 12.84%
$424B
$246,000 0.06% of portfolio
1,563
Q2 2025 New
$41.8B
$257,000 0.06% of portfolio
3,400
Q4 2024 Reduced 2.69%
$657M
$271,000 0.06% of portfolio
13,945
Q3 2024 New
$0
$264,000 0.06% of portfolio
6,213
Q1 2025 Added 4.31%
$0
$275,000 0.06% of portfolio
11,550
Q2 2025 Added 0.89%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $431 Million
  • Prior Value $402 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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