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Burkett Financial Services

Latest statistics and disclosures from Burkett Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, SCHD, VEA, DBEF, EAGL, and represent 57.14% of Burkett Financial Services's stock portfolio.
Added to shares of these 10 stocks: SCHD, ISTB, IJR, CPSL, EEMV, IJH, DBEF, IVE, LOW, Blackstone Real Estateincome Trust Inc Cl D.
Started 23 new stock positions in Eldorado Gold Corp, Lehman Brothers Holding Cp Trust Iii p, CPNS, FV, NSRGF, CGAU, Fuji Photo Film -un, EEM, PEW, EXPI. FTLS, SPHQ, York Bancshares, XLI, BLGVF, FNV, SSRM, Blackstone Real Estateincome Trust Inc Cl D, Awg, PTLC, IOO, G C I Liberty Inc. xxxpending, Cambridge Heart.
Reduced shares in these 10 stocks: VGIT, SCHG, VYM, IVW, SCHF, JPM, LLY, VUG, JNJ, SCHA.
Sold out of its positions in BAX, CPSR, CC, CAG, CTVA, DOW, DD, ET, GEHC, PKST. INTC, KD, LW, Merrill Lynch Trust prf, PLTR, XLV, SRE, SOLV, VTRS, WFC, LYB.
Burkett Financial Services was a net seller of stock by $-1.2M.
Burkett Financial Services has $290M in assets under management (AUM), dropping by 4.48%.
Central Index Key (CIK): 0001762716

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Portfolio Holdings for Burkett Financial Services

Burkett Financial Services holds 226 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab US Large Cap Growth ETF Equity (SCHG)	18.3	$53M	-2%	1.7M	31.91	View chart
Schwab US Dividend Equity ETF Equity (SCHD)	15.7	$46M		1.7M	27.30	View chart
Vanguard FTSE Developed Markets ETF Equity (VEA)	8.2	$24M		397k	59.92	View chart
MSCI EAFA Hedged Dollar ETF Equity (DBEF)	8.0	$23M		502k	46.42	View chart
Eagle Capital Select Equity ETF Equity (EAGL)	6.9	$20M		644k	31.26	View chart
Calamos S&P Structured ALT ETF Equity (CPSL)	6.7	$19M		719k	26.85	View chart
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)	6.1	$18M		279k	63.83	View chart
iShares S&P 400 Mid Index Equity (IJH)	5.8	$17M		256k	65.26	View chart
Loar Holdings Equity (LOAR)	3.4	$10M		125k	80.00	View chart
iShares S&P 600 Small Cap Index Equity (IJR)	3.3	$9.7M	+3%	82k	118.83	View chart
Vanguard Intermediate Treasury ETF Equity (VGIT)	1.4	$4.1M	-36%	69k	60.03	View chart
Apple Equity (AAPL)	1.3	$3.7M		15k	254.62	View chart
Microsoft Corp Equity (MSFT)	1.2	$3.4M		6.6k	517.95	View chart
Schwab Mid Cap Blend ETF Equity (SCHM)	0.9	$2.6M		88k	29.64	View chart
AT&T Corp Equity (T)	0.8	$2.3M		83k	28.24	View chart
iShares S&P 500 Growth Equity (IVW)	0.7	$2.0M	-6%	17k	120.72	View chart
Schwab International Equity ETF Equity (SCHF)	0.7	$1.9M	-6%	81k	23.28	View chart
iShares S&P 500 Value Equity (IVE)	0.6	$1.7M	+8%	8.2k	206.52	View chart
Vanguard High Dividend Yield ETF Equity (VYM)	0.5	$1.5M	-12%	11k	140.95	View chart
Duke Energy Corp Equity (DUK)	0.5	$1.5M		12k	123.75	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSD)	0.5	$1.3M		52k	25.53	View chart
IShares Currency Hedged MSCI EAFE ETF Equity (HEFA)	0.4	$1.1M		28k	39.61	View chart
Amazon Equity (AMZN)	0.4	$1.1M		5.0k	219.57	View chart
Schwab US Total Stock Market ETF Equity (SCHB)	0.4	$1.1M		42k	25.71	View chart
South Street Corporation Equity	0.3	$1.0M		10k	98.87	View chart
Nvidia Corp Equity (NVDA)	0.3	$991k	-2%	5.3k	186.57	View chart
Wal-Mart Stores Equity (WMT)	0.3	$976k		9.5k	103.06	View chart
Bank Of America Equity (BAC)	0.3	$955k		19k	51.59	View chart
J P Morgan & Co Equity (JPM)	0.3	$898k	-9%	2.8k	315.38	View chart
Schwab US Large Cap Value ETF Equity (SCHV)	0.3	$821k	-3%	28k	29.11	View chart
Vanguard Large Cap Growth ETF Equity (VUG)	0.3	$809k	-6%	1.7k	479.49	View chart
Vanguard Total World Stock ETF Equity (VT)	0.3	$790k	+3%	5.7k	137.81	View chart
Schwab Small Cap Blend ETF Equity (SCHA)	0.2	$664k	-5%	24k	27.90	View chart
Amgen Equity (AMGN)	0.2	$570k	+2%	2.0k	282.21	View chart
Lowes Cos Equity (LOW)	0.2	$548k	+28%	2.2k	251.28	View chart
Vanguard Mid-Cap Blend ETF Equity (VO)	0.2	$540k		1.8k	293.79	View chart
Johnson & Johnson Equity (JNJ)	0.2	$533k	-6%	2.9k	185.40	View chart
Tesla Equity (TSLA)	0.2	$505k	-2%	1.1k	444.72	View chart
PowerShares QQQ - Nasdaq-100 Equity (QQQ)	0.2	$490k		817.00	600.17	View chart
iShares Core 1-5 Year USD Bond ETF Equity (ISTB)	0.2	$474k	+332%	9.7k	48.84	View chart
Oracle Corporation Equity (ORCL)	0.1	$377k		1.3k	281.25	View chart
Netflix Equity (NFLX)	0.1	$375k		313.00	1198.92	View chart
Coca-Cola Company Equity (KO)	0.1	$375k		5.7k	66.32	View chart
Calamos Russell 2000 Structured ALT ETF Equity (CPRY)	0.1	$310k		12k	26.04	View chart
Warner Brothers Discovery Equity (WBD)	0.1	$307k	+15%	16k	19.53	View chart
Berkshire Hathaway Inc B Equity (BRK.B)	0.1	$291k	+6%	579.00	502.74	View chart
Vanguard Emerging Market Equity (VWO)	0.1	$262k		4.8k	54.17	View chart
Eaton Corporation Equity (ETN)	0.1	$245k		654.00	374.07	View chart
Meta Platforms Inc Class A Equity (META)	0.1	$242k		329.00	734.29	View chart
Exxon Mobil Corporation Equity (XOM)	0.1	$228k		2.0k	112.76	View chart
Invesco S&P Emerging Markets Low Vol ETF Equity (EELV)	0.1	$227k	-8%	8.5k	26.62	View chart
Salesforce Equity (CRM)	0.1	$210k		887.00	236.91	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPST)	0.1	$193k	+107%	7.2k	26.71	View chart
Lilly Eli & Co Equity (LLY)	0.1	$188k	-30%	247.00	762.52	View chart
Alphabet Inc Class A Equity (GOOGL)	0.1	$176k	-7%	725.00	243.15	View chart
Altria Group Equity (MO)	0.1	$169k	+18%	2.6k	66.06	View chart
Proctor & Gamble Equity (PG)	0.1	$168k	-6%	1.1k	153.64	View chart
Dte Energy Equity (DTE)	0.1	$165k		1.2k	141.40	View chart
Dominion Resources Equity (D)	0.1	$151k		2.5k	61.18	View chart
Abbott Labs Equity (ABT)	0.1	$151k		1.1k	133.89	View chart
Deere & Co Equity (DE)	0.0	$143k		312.00	456.83	View chart
Ishares Gold TRUST Equity (IAU)	0.0	$140k		1.9k	72.77	View chart
United Rentals Equity (URI)	0.0	$137k		143.00	955.78	View chart
Spdr Gold TRUST Equity (GLD)	0.0	$133k	-7%	374.00	355.47	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSU)	0.0	$132k		4.9k	26.72	View chart
International Business Machines Equity (IBM)	0.0	$125k		442.00	281.87	View chart
iShares Dow Jones Technology Sector Equity (IYW)	0.0	$118k		605.00	195.73	View chart
Blackstone Real Estate Income Trust Inc Cl D Equity	0.0	$111k	NEW	8.2k	13.49	View chart
Cisco Systems Equity (CSCO)	0.0	$108k		1.6k	68.40	View chart
Vanguard Small-Cap Blend ETF Equity (VB)	0.0	$108k		425.00	254.06	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSN)	0.0	$106k		4.0k	26.61	View chart
Valero Energy Corp Equity (VLO)	0.0	$105k		614.00	170.34	View chart
Calamos Nasdaq 100 Structured ALT ETF Equity (CPNJ)	0.0	$103k		3.9k	26.65	View chart
Calamos Nasdaq 100 Structured ALT ETF Equity (CPNS)	0.0	$101k	NEW	3.8k	26.95	View chart
Vanguard 500 Index Fund ETF Class Equity (VOO)	0.0	$100k		163.00	612.41	View chart
Visa Equity (V)	0.0	$97k	+20%	285.00	340.79	View chart
Sprott Physical Gold and Silver Trust Equity (CEF)	0.0	$91k	-9%	2.5k	36.69	View chart
DT Midstream Equity (DTM)	0.0	$91k		803.00	113.05	View chart
iShares Bitcoin Trust ETF Equity (IBIT)	0.0	$84k		1.3k	65.00	View chart
IShares MSCE EAFA Small Cap ETF Equity (SCZ)	0.0	$83k		1.1k	76.70	View chart
Microstrategy Inc A Equity (MSTR)	0.0	$81k		250.00	322.21	View chart
Xcel Energy Equity (XEL)	0.0	$78k	-26%	972.00	80.65	View chart
Chevron Corporation Equity (CVX)	0.0	$78k	+22%	504.00	155.41	View chart
Boeing Company Equity (BA)	0.0	$71k	+22%	331.00	215.75	View chart
Enbridge Equity (ENB)	0.0	$70k		1.4k	50.46	View chart
Vanguard Value ETF Equity (VTV)	0.0	$69k		371.00	186.59	View chart
iShares S&P 400 Mid Value Equity (IJJ)	0.0	$66k		507.00	129.62	View chart
Constellation Equity (CEG)	0.0	$63k		191.00	329.81	View chart
Selective Ins Group Equity (SIGI)	0.0	$61k		758.00	81.02	View chart
Truist Finl Corporation Equity (TFC)	0.0	$57k		1.3k	45.71	View chart
Pepsico Equity (PEP)	0.0	$54k		381.00	140.41	View chart
Abbvie Equity (ABBV)	0.0	$52k		223.00	231.99	View chart
First Dorsey Wrightfocus 5 Equity (FV)	0.0	$51k	NEW	825.00	61.92	View chart
Calamos Bitcoin Structred ALT ETF Equity (CBOJ)	0.0	$50k		1.9k	26.14	View chart
3M Company Equity (MMM)	0.0	$48k		311.00	155.23	View chart
Emerson Electric Equity (EMR)	0.0	$47k		360.00	131.18	View chart
Edwards LifeScience Corp Equity (EW)	0.0	$47k		600.00	77.77	View chart
iShares Russell 2000 Small Cap Index Equity (IWM)	0.0	$45k		188.00	241.74	View chart
iShares S&P 400 Mid Growth Equity (IJK)	0.0	$45k		471.00	95.83	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSJ)	0.0	$45k		1.7k	26.59	View chart
Sector SPDR Consumer Discretionary Equity (XLY)	0.0	$43k	-20%	177.00	240.27	View chart
Medtronic Equity (MDT)	0.0	$41k	+52%	435.00	95.24	View chart
Pacer Trendpilot US Large Cap ETF Equity (PTLC)	0.0	$41k	NEW	753.00	54.76	View chart
Home Depot Equity (HD)	0.0	$41k		100.00	405.99	View chart
Cantor Equity Partners Equity (CEP)	0.0	$40k	-28%	1.8k	22.38	View chart
Air Lease Corp Class A Equity (AL)	0.0	$40k	+59%	625.00	63.61	View chart
NuScale Power Corp Class A Equity (SMR)	0.0	$40k	+57%	1.1k	36.00	View chart
SSR Mining Equity (SSRM)	0.0	$39k	NEW	1.6k	24.41	View chart
Pfizer Equity (PFE)	0.0	$39k	-5%	1.5k	25.47	View chart
General Electric Equity (GE)	0.0	$39k		128.00	300.55	View chart
Enterprise Products Partners Equity (EPD)	0.0	$38k		1.2k	31.27	View chart
Invesco S&P 500 Quality ETF Equity (SPHQ)	0.0	$37k	NEW	500.00	73.29	View chart
CSX Corporation Equity (CSX)	0.0	$36k		1.0k	35.51	View chart
Sysco Corp Equity (SYY)	0.0	$36k		435.00	82.41	View chart
Caterpillar Equity (CAT)	0.0	$36k	+82%	75.00	476.72	View chart
iShares Silver Trust ETF Equity (SLV)	0.0	$35k		833.00	42.37	View chart
Mastercard Inc Cl A Equity (MA)	0.0	$34k		59.00	573.46	View chart
American Electric Power Equity (AEP)	0.0	$32k		285.00	112.31	View chart
Stryker Corp Equity (SYK)	0.0	$31k		83.00	371.45	View chart
Cava Group Equity (CAVA)	0.0	$30k		500.00	60.41	View chart
Centerra Gold Equity (CGAU)	0.0	$30k	NEW	2.8k	10.73	View chart
JB Hunt Transport Services Equity (JBHT)	0.0	$29k		217.00	134.02	View chart
Kinross Gold Corp Equity	0.0	$29k		1.2k	24.85	View chart
Lockheed Martin Equity (LMT)	0.0	$28k		57.00	498.11	View chart
First Trust Long/Short Equity ETF Equity (FTLS)	0.0	$28k	NEW	400.00	69.95	View chart
Franco Nevada Corp Equity (FNV)	0.0	$28k	NEW	125.00	222.91	View chart
Kenvue Equity (KVUE)	0.0	$28k	-30%	1.7k	16.23	View chart
Eldorado Gold Corp Equity	0.0	$27k	NEW	940.00	28.89	View chart
Philip Morris Intl Equity (PM)	0.0	$27k		166.00	162.10	View chart
Welltower Equity (WELL)	0.0	$26k		146.00	178.29	View chart
General Dynamics Corp Equity (GD)	0.0	$26k	+650%	75.00	341.72	View chart
Metaplanet Equity (MTPLF)	0.0	$25k		6.4k	3.89	View chart
iShares S&P 500 Index Equity (IVV)	0.0	$25k		37.00	665.43	View chart
Super Micro Computer Equity (SMCI)	0.0	$24k	-9%	500.00	47.94	View chart
NeoGenomics Equity (NEO)	0.0	$22k		2.8k	7.72	View chart
Hershey Foods Equity (HSY)	0.0	$21k		114.00	187.25	View chart
Phillips Equity (PSX)	0.0	$21k		151.00	136.12	View chart
Quanta Services Equity (PWR)	0.0	$20k		49.00	414.53	View chart
First Community Corp S C Equity (FCCO)	0.0	$20k		703.00	28.21	View chart
Verizon Equity (VZ)	0.0	$20k		444.00	43.98	View chart
Sonoco Products Equity (SON)	0.0	$18k	-6%	427.00	43.09	View chart
Ishares MSCI EAFE Equity (EFA)	0.0	$16k		175.00	93.62	View chart
Mid Cap S P D R TRUST Equity (MDY)	0.0	$15k	+4%	26.00	585.42	View chart
Gilead Sciences Equity (GILD)	0.0	$15k		136.00	111.13	View chart
Nucor Corp Equity (NUE)	0.0	$15k		111.00	135.77	View chart
Sector SPDR Industrials Equity (XLI)	0.0	$15k	NEW	97.00	154.23	View chart
United Bankshrs Equity (UBSI)	0.0	$15k		401.00	37.23	View chart
Nestle SA Equity (NSRGF)	0.0	$15k	NEW	160.00	91.79	View chart
GE Vernova Equity (GEV)	0.0	$14k		23.00	614.91	View chart
Disney Walt Company Equity (DIS)	0.0	$13k		112.00	114.39	View chart
UiPath Equity (PATH)	0.0	$12k		879.00	13.38	View chart
Fuji Photo Film Equity	0.0	$12k	NEW	948.00	12.35	View chart
Principal Financial Group Equity (PFG)	0.0	$11k		137.00	82.76	View chart
Smarter Web Company Equity (TSWCF)	0.0	$11k		7.9k	1.40	View chart
Intuitive Surgical Equity (ISRG)	0.0	$11k		24.00	447.25	View chart
Dollar Tree Equity (DLTR)	0.0	$9.4k		100.00	94.37	View chart
Nestle SA Equity (NSRGY)	0.0	$9.2k		100.00	91.77	View chart
United Parcel Service B Equity (UPS)	0.0	$8.0k	+2%	96.00	83.33	View chart
General Mills Equity (GIS)	0.0	$7.8k		155.00	50.33	View chart
Paypal Holdings Inco Equity (PYPL)	0.0	$7.4k		110.00	67.06	View chart
Brinker International Equity (EAT)	0.0	$6.5k		51.00	127.63	View chart
Cochlear Equity (CHEOY)	0.0	$6.5k		70.00	92.39	View chart
IShares MSCI Emerging Markets Equity (EEM)	0.0	$6.4k	NEW	120.00	53.40	View chart
Comcast Corp Equity (CMCSA)	0.0	$6.1k		195.00	31.48	View chart
Anheuser-Busch Cos Equity (BUD)	0.0	$6.0k		100.00	59.61	View chart
Merck & Co Equity (MRK)	0.0	$5.9k		71.00	83.79	View chart
Southern Equity (SO)	0.0	$5.9k		63.00	94.16	View chart
Chipotle Mexican Grlll Equity (CMG)	0.0	$5.9k		150.00	39.19	View chart
Astrazeneca Equity (AZN)	0.0	$5.7k		74.00	77.22	View chart
Viking Therapeutics Equity (VKTX)	0.0	$5.3k		200.00	26.28	View chart
Trade Desk Equity (TTD)	0.0	$4.9k		100.00	49.01	View chart
Belgravia Hartford Capital Equity (BLGVF)	0.0	$4.7k	NEW	90k	0.05	View chart
Analog Devices Equity (ADI)	0.0	$4.7k		19.00	248.95	View chart
Global Payments Equity (GPN)	0.0	$4.6k		56.00	82.38	View chart
Aflac Equity (AFL)	0.0	$4.5k	+2%	41.00	110.78	View chart
Carnival Corp Equity (CCL)	0.0	$4.5k		156.00	28.94	View chart
Honeywell Intl Equity (HON)	0.0	$4.3k	-80%	20.00	214.80	View chart
eXp World Holdings Equity (EXPI)	0.0	$4.1k	NEW	383.00	10.66	View chart
Cerus Corp Equity (CERS)	0.0	$3.9k		2.4k	1.59	View chart
Automatic Data Equity (ADP)	0.0	$3.9k		13.00	296.46	View chart
Costco Whsl Corp Equity (COST)	0.0	$3.7k		4.00	929.00	View chart
Blackrock Equity	0.0	$3.6k		3.00	1183.67	View chart
Green Dot Corp Equity (GDOT)	0.0	$3.5k		264.00	13.43	View chart
Illinois Tool Works Equity (ITW)	0.0	$3.5k		13.00	265.62	View chart
Accenture Equity (ACN)	0.0	$3.5k		14.00	246.57	View chart
Chubb Corporation Equity (CB)	0.0	$3.4k		12.00	284.08	View chart
Norfolk Southern Equity (NSC)	0.0	$3.4k		11.00	305.09	View chart
General Motors Corp Equity (GM)	0.0	$3.2k		53.00	60.57	View chart
F N B Corporation Equity (FNB)	0.0	$3.1k		190.00	16.11	View chart
S & P Global Equity (SPGI)	0.0	$2.9k		6.00	489.50	View chart
Dollar Gen Corp Equity (DG)	0.0	$2.9k		28.00	103.54	View chart
iShares MSCI EAFE Value Equity (EFV)	0.0	$2.9k		42.00	68.48	View chart
Paychex Equity (PAYX)	0.0	$2.8k		22.00	129.45	View chart
iShares Global 100 ETF Equity (IOO)	0.0	$2.8k	NEW	23.00	120.00	View chart
MasterBrand Equity (MBC)	0.0	$2.6k		200.00	13.17	View chart
Mc Donalds Corp Equity (MCD)	0.0	$2.5k		8.00	309.25	View chart
Norwegian Cruise Line Equity (NCLH)	0.0	$2.5k		100.00	24.63	View chart
Nextera Energy Equity (NEE)	0.0	$2.1k	-92%	28.00	74.50	View chart
Ww Grainger Equity (GWW)	0.0	$1.9k		2.00	959.00	View chart
Bristol-Myers Squibb Equity (BMY)	0.0	$1.7k	-90%	39.00	44.59	View chart
Factset Research Sys Equity (FDS)	0.0	$1.7k		6.00	289.00	View chart
Trump Media and Technology Equity (DJT)	0.0	$1.6k		99.00	16.42	View chart
Fifth Third Bancorp Equity (FITB)	0.0	$1.6k		36.00	44.92	View chart
AMN Healthcare Services Equity (AMN)	0.0	$1.5k		75.00	19.36	View chart
Globalstar Equity	0.0	$1.4k		39.00	36.38	View chart
Colgate-Palmolive Equity (CL)	0.0	$1.2k		15.00	81.40	View chart
Calamos Nasdaq 100 Structured ALT ETF Equity (CPNM)	0.0	$1.1k	-86%	44.00	25.59	View chart
Target Corp Equity (TGT)	0.0	$1.1k		12.00	92.75	View chart
Ford Motor Company Equity (F)	0.0	$1.1k		92.00	11.95	View chart
ISares MSCI EAFE Large Growth Equity (EFG)	0.0	$1.0k		9.00	112.56	View chart
Ventas Equity (VTR)	0.0	$1.0k		14.00	71.57	View chart
Celsius Holdings Equity (CELH)	0.0	$862.000500		15.00	57.47	View chart
Rivian Automotive Equity (RIVN)	0.0	$734.000000	-86%	50.00	14.68	View chart
GrabAGun Digital Holdings Equity (PEW)	0.0	$699.000000	NEW	150.00	4.66	View chart
Vodafone Group Equity (VOD)	0.0	$697.998000		60.00	11.63	View chart
Aib Group Plc Ordf Equity (AIBRF)	0.0	$362.000000		40.00	9.05	View chart
Wabtec Equity (WAB)	0.0	$201.000000	-80%	1.00	201.00	View chart
Lucid Group Equity	0.0	$166.999700	-91%	7.00	23.86	View chart
Toronto Dominion Bank Equity (TD)	0.0	$160.000000		2.00	80.00	View chart
Centurytel Equity	0.0	$69.999600	-88%	11.00	6.36	View chart
Alpha Healthcare Acquisition Corp Equity (HUMA)	0.0	$30.999600		18.00	1.72	View chart
Cambridge Heart Inc Xxx Equity	0.0	$0	NEW	2.2k	0.00	View chart
Lehman Brothers Holdings Capital Trust III Equity	0.0	$0	NEW	128.00	0.00	View chart
A W G Equity	0.0	$0	NEW	14.00	0.00	View chart
GCI Liberty Equity	0.0	$0	NEW	3.5k	0.00	View chart
York Bancshares Equity	0.0	$0	NEW	750.00	0.00	View chart

Past Filings by Burkett Financial Services

SEC 13F filings are viewable for Burkett Financial Services going back to 2023

Burkett Financial Services 2025 Q3 filed Nov. 24, 2025
Burkett Financial Services 2025 Q2 filed July 1, 2025
Burkett Financial Services 2025 Q1 filed April 11, 2025
Burkett Financial Services 2024 Q4 filed Jan. 6, 2025
Burkett Financial Services 2024 Q3 filed Oct. 8, 2024
Burkett Financial Services 2024 Q2 filed July 10, 2024
Burkett Financial Services 2024 Q1 filed April 1, 2024
Burkett Financial Services 2023 Q4 filed Feb. 12, 2024

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