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Advisors Ser Tr shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Advisors Ser Tr shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Advisors Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisors Ser Tr held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Ser Tr by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $290k 5.1k 56.27

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Dimensional Etf Trust Us Small Cap Val (DFSV)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Broadcom (AVGO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Meta Platforms Cl A (META)

View all positions for Burns Wealth Management

Top funds holding Advisors Ser Tr

Scharf Investments
Colony
Intellectus Partners
Cambridge Investment Research Advisors
HighTower Advisors
Jane Street
UBS Group
CI Private Wealth
Raymond James Financial
Ashton Thomas Private Wealth
Mercer Global Advisors
LPL Financial
Summit Financial
Ashton Thomas Securities
We Are One Seven

View all funds holding Advisors Ser Tr