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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, DBEF, VEA, EAGL, and represent 56.84% of Burkett Financial Services's stock portfolio.
Added to shares of these 10 stocks: MSFT, VYMI, NVDA, VXUS, IJH, IJR, VTI, JEMA, AVLV, CPSL.
Started 123 new stock positions in DPZ, EME, IEX, Te Connectivity Ltd for, MDLZ, UNP, Precision Drilling Corporation, AVLV, IQV, FLEX.
Reduced shares in these 10 stocks: VGIT, SCHD, DBEF, SCHF, IVE, VUG, SCHM, VYM, SCHV, ISTB.
Sold out of its positions in Awg, CSX, CPRA, CBOO, CPSU, CPNM, CPNJ, CELH, GDOT, LEHKQ. LMT, NEO, York Bancshares.
Burkett Financial Services was a net buyer of stock by $9.4M.
Burkett Financial Services has $331M in assets under management (AUM), dropping by 3.69%.
Central Index Key (CIK): 0001762716

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Portfolio Holdings for Burkett Financial Services

Burkett Financial Services holds 376 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab US Large Cap Growth ETF Equity (SCHG)	17.6	$58M		1.6M	35.93	View chart
Schwab US Dividend Equity ETF Equity (SCHD)	16.6	$55M		1.7M	32.53	View chart
MSCI EAFE Hedged Dollar ETF Equity (DBEF)	8.0	$27M		483k	54.95	View chart
Vanguard FTSE Developed Markets ETF Equity (VEA)	8.0	$26M		374k	70.61	View chart
Eagle Capital Select Equity ETF Equity (EAGL)	6.6	$22M		648k	34.03	View chart
JP Morgan Active Emerging Market Equity (JEMA)	6.6	$22M		354k	61.89	View chart
Calamos S&P Structured ALT ETF Equity (CPSL)	6.6	$22M		773k	28.28	View chart
iShares S&P 400 Mid Index Equity (IJH)	5.8	$19M	+2%	266k	71.95	View chart
iShares S&P 600 Small Cap Index Equity (IJR)	3.4	$11M	+3%	84k	136.04	View chart
Loar Holdings Equity (LOAR)	2.2	$7.3M		118k	61.52	View chart
Apple Equity (AAPL)	1.5	$5.0M	+7%	15k	333.02	View chart
Microsoft Corp Equity (MSFT)	1.3	$4.3M	+26%	8.4k	512.92	View chart
Vanguard Intermediate Treasury ETF Equity (VGIT)	1.2	$4.0M	-30%	70k	56.66	View chart
Schwab Mid Cap Blend ETF Equity (SCHM)	0.8	$2.8M	-2%	81k	34.02	View chart
iShares S&P 500 Growth Equity (IVW)	0.6	$2.1M		15k	142.26	View chart
Nvidia Corp Equity (NVDA)	0.5	$1.7M	+40%	7.3k	228.39	View chart
iShares S&P 500 Value Equity (IVE)	0.5	$1.6M	-5%	7.1k	228.29	View chart
Amazon Equity (AMZN)	0.5	$1.6M	+24%	6.2k	249.15	View chart
Vanguard High Dividend Yield ETF Equity (VYM)	0.5	$1.5M	-4%	10k	155.20	View chart
AT&T Corp Equity (T)	0.4	$1.4M	+2%	57k	24.40	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSD)	0.4	$1.4M		51k	27.14	View chart
Vanguard Total World Stock ETF Equity (VT)	0.4	$1.4M	+16%	8.7k	157.86	View chart
Duke Energy Corp Equity (DUK)	0.4	$1.3M		12k	114.01	View chart
Schwab International Equity ETF Equity (SCHF)	0.4	$1.3M	-21%	46k	27.47	View chart
iShares Currency Hedged MSCI EAFE ETF Equity (HEFA)	0.4	$1.2M		26k	46.39	View chart
Schwab US Total Stock Market ETF Equity (SCHB)	0.3	$1.1M		37k	29.31	View chart
Wal-Mart Stores Equity (WMT)	0.3	$1.0M		9.7k	103.93	View chart
J P Morgan & Co Equity (JPM)	0.3	$985k	+8%	3.0k	330.91	View chart
South Street Corporation Equity	0.3	$961k		9.6k	99.56	View chart
Bank Of America Equity (BAC)	0.3	$887k		16k	54.43	View chart
Amgen Equity (AMGN)	0.3	$857k		2.0k	421.64	View chart
Johnson & Johnson Equity (JNJ)	0.2	$729k		2.8k	264.80	View chart
Schwab Small Cap Blend ETF Equity (SCHA)	0.2	$632k	-3%	19k	32.63	View chart
Vanguard Mid-Cap Blend ETF Equity (VO)	0.2	$580k		7.4k	78.42	View chart
Vanguard International High Yield Dividend Index Equity (VYMI)	0.2	$555k	+3488%	5.5k	101.14	View chart
Schwab US Large Cap Value ETF Equity (SCHV)	0.2	$555k	-9%	17k	33.31	View chart
Alphabet Inc Class A Equity (GOOGL)	0.2	$511k	+107%	1.5k	344.11	View chart
Coca-Cola Company Equity (KO)	0.2	$500k		5.8k	86.09	View chart
Vanguard Total International Stock ETF Equity (VXUS)	0.1	$470k	+3513%	5.5k	84.97	View chart
Vanguard Large Cap Growth ETF Equity (VUG)	0.1	$452k	-16%	5.0k	90.13	View chart
Warner Brothers Discovery Equity (WBD)	0.1	$448k		15k	30.95	View chart
Vanguard Total Stock Mkt Equity (VTI)	0.1	$417k	NEW	1.1k	374.28	View chart
Exxon Mobil Corporation Equity (XOM)	0.1	$412k	+27%	2.5k	162.81	View chart
PowerShares QQQ - Nasdaq-100 Equity (QQQ)	0.1	$408k		551.00	739.81	View chart
Tesla Equity (TSLA)	0.1	$406k	+5%	1.1k	354.81	View chart
Meta Platforms Inc Class A Equity (META)	0.1	$389k	+62%	536.00	726.48	View chart
Avantis US Large Cap Value ETF Equity (AVLV)	0.1	$370k	NEW	4.1k	90.44	View chart
Eaton Corporation Equity (ETN)	0.1	$348k	+33%	808.00	430.07	View chart
Lowes Cos Equity (LOW)	0.1	$295k		1.6k	184.40	View chart
Vanguard Value ETF Equity (VTV)	0.1	$281k	+2400%	1.3k	216.12	View chart
Lilly Eli & Co Equity (LLY)	0.1	$270k	+18%	233.00	1158.06	View chart
Vanguard Emerging Market Equity (VWO)	0.1	$267k		4.5k	59.31	View chart
Berkshire Hathaway Inc B Equity (BRK.B)	0.1	$227k	-6%	456.00	497.95	View chart
Salesforce Equity (CRM)	0.1	$217k	+17%	944.00	229.57	View chart
Valero Energy Corp Equity (VLO)	0.1	$216k	-10%	557.00	387.68	View chart
Netflix Equity (NFLX)	0.1	$215k		3.1k	69.58	View chart
Visa Equity (V)	0.1	$207k	+88%	574.00	359.73	View chart
Deere & Co Equity (DE)	0.1	$206k		307.00	672.20	View chart
Oracle Corporation Equity (ORCL)	0.1	$186k		1.4k	137.38	View chart
Space X Equity (SPCX)	0.1	$177k	+184%	1.2k	150.86	View chart
Cisco Systems Equity (CSCO)	0.1	$174k		1.6k	107.63	View chart
Abbott Labs Equity (ABT)	0.1	$172k	+21%	1.7k	98.84	View chart
United Rentals Equity (URI)	0.0	$165k	+13%	164.00	1003.24	View chart
Proctor & Gamble Equity (PG)	0.0	$163k		1.1k	145.29	View chart
iShares Dow Jones Technology Sector Equity (IYW)	0.0	$160k		605.00	265.03	View chart
iShares TIPS iBonds October 2033 Equity (IBIJ)	0.0	$159k	NEW	6.5k	24.44	View chart
Calamos Russell 2000 Structured ALT ETF Equity (CPRY)	0.0	$155k	-7%	5.5k	28.21	View chart
Alphabet Inc Class C Equity (GOOG)	0.0	$145k	NEW	426.00	340.74	View chart
Altria Group Equity (MO)	0.0	$144k	-4%	2.1k	67.36	View chart
Calamos Nasdaq 100 Structured ALT ETF Equity (CPNS)	0.0	$141k	+31%	4.9k	28.57	View chart
iShares Gold TRUST Equity (IAU)	0.0	$135k		1.7k	78.10	View chart
Vanguard Small-Cap Blend ETF Equity (VB)	0.0	$135k	+52%	473.00	284.87	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPST)	0.0	$129k	+34%	4.6k	28.11	View chart
Dte Energy Equity (DTE)	0.0	$127k		1.0k	121.81	View chart
Caterpillar Equity (CAT)	0.0	$125k	+17%	153.00	814.24	View chart
Datadog Equity (DDOG)	0.0	$123k	NEW	449.00	273.85	View chart
iShares TIPS iBonds October 2028 Equity (IBIE)	0.0	$120k	NEW	4.7k	25.66	View chart
Micron Technology Equity (MU)	0.0	$119k	NEW	112.00	1065.11	View chart
iShares TIPS iBonds October 2030 Equity (IBIG)	0.0	$118k	NEW	4.7k	25.17	View chart
DexCom Equity (DXCM)	0.0	$118k	NEW	1.4k	86.29	View chart
iShares TIPS iBonds October 2031 Equity (IBIH)	0.0	$118k	NEW	4.7k	25.01	View chart
iShares TIPS iBonds October 2032 Equity (IBII)	0.0	$117k	NEW	4.8k	24.55	View chart
Spdr Gold TRUST Equity (GLD)	0.0	$117k	-14%	306.00	380.84	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSN)	0.0	$112k		4.0k	28.22	View chart
Avago Technologies Equity (AVGO)	0.0	$109k	NEW	310.00	351.19	View chart
Sprott Physical Gold and Silver Trust Equity (CEF)	0.0	$104k		2.5k	41.54	View chart
Dominion Resources Equity (D)	0.0	$102k		1.7k	60.55	View chart
Monster Beverage Corp Equity (MNST)	0.0	$101k	NEW	2.4k	41.62	View chart
International Business Machines Equity (IBM)	0.0	$100k		452.00	220.33	View chart
Truist Finl Corporation Equity (TFC)	0.0	$99k	+64%	2.1k	46.31	View chart
Asml Holdings Nv Ny Equity (ASML)	0.0	$98k	NEW	54.00	1811.67	View chart
Advanced Micro Equity (AMD)	0.0	$96k	NEW	157.00	611.76	View chart
iShares MSCE EAFA Small Cap ETF Equity (SCZ)	0.0	$95k		1.1k	84.44	View chart
Cheniere Energy Equity (LNG)	0.0	$90k	NEW	336.00	269.18	View chart
Taiwan Semiconductor Equity (TSM)	0.0	$87k	NEW	191.00	456.19	View chart
Microstrategy Inc A Equity (MSTR)	0.0	$86k		562.00	153.09	View chart
Chevron Corporation Equity (CVX)	0.0	$86k	-32%	418.00	204.61	View chart
DT Midstream Equity (DTM)	0.0	$82k		687.00	119.53	View chart
Snowflake Cl A Ord Equity (SNOW)	0.0	$82k	NEW	241.00	339.56	View chart
Xcel Energy Equity (XEL)	0.0	$81k	+38%	1.2k	70.49	View chart
Centerra Gold Equity (CGAU)	0.0	$78k		3.6k	21.78	View chart
Nextera Energy Equity (NEE)	0.0	$77k	+3546%	1.0k	75.80	View chart
Automatic Data Equity (ADP)	0.0	$77k	+1000%	297.00	258.68	View chart
Cloudflare Equity (NET)	0.0	$76k	NEW	218.00	347.28	View chart
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)	0.0	$74k	-3%	994.00	74.08	View chart
Raytheon Technologies Equity (RTX)	0.0	$73k	NEW	391.00	185.65	View chart
Linde Equity (LIN)	0.0	$72k	NEW	151.00	474.65	View chart
iShares S&P 400 Mid Value Equity (IJJ)	0.0	$71k		515.00	137.81	View chart
Monolithic Power Systems Equity (MPWR)	0.0	$70k	NEW	52.00	1347.21	View chart
SSR Mining Equity (SSRM)	0.0	$69k		2.1k	33.32	View chart
Analog Devices Equity (ADI)	0.0	$69k		173.00	397.45	View chart
iShares Bitcoin Trust ETF Equity (IBIT)	0.0	$68k	+8%	1.4k	47.34	View chart
Idexx Labs Equity (IDXX)	0.0	$67k	+1180%	128.00	522.19	View chart
Unitedhealth Group Equity (UNH)	0.0	$67k	NEW	182.00	367.08	View chart
Constellation Equity (CEG)	0.0	$67k		262.00	254.81	View chart
Home Depot Equity (HD)	0.0	$66k	+159%	231.00	285.41	View chart
Thermo Fisher Scientific Equity (TMO)	0.0	$66k	NEW	97.00	675.04	View chart
Astrazeneca Equity	0.0	$65k	NEW	403.00	161.47	View chart
Blackrock Equity	0.0	$65k	+1933%	61.00	1060.54	View chart
Selective Ins Group Equity (SIGI)	0.0	$65k		772.00	83.70	View chart
Union Pacific Corp Equity (UNP)	0.0	$63k	NEW	233.00	272.13	View chart
Enbridge Equity (ENB)	0.0	$63k		1.4k	46.49	View chart
Royal Caribbean Cruises Equity (RCL)	0.0	$63k	NEW	237.00	265.86	View chart
PNC Financial Services Equity (PNC)	0.0	$62k	NEW	279.00	222.26	View chart
Cencora Equity (COR)	0.0	$61k	NEW	203.00	300.25	View chart
Arthur J. Gallagher & Co Equity (AJG)	0.0	$60k	NEW	265.00	228.11	View chart
Live Nation Equity (LYV)	0.0	$60k	+147%	356.00	169.30	View chart
Mondelez Intl Inc Cl A Equity (MDLZ)	0.0	$60k	NEW	1.0k	57.82	View chart
iShares Core 1-5 Year USD Bond ETF Equity (ISTB)	0.0	$59k	-47%	1.2k	47.26	View chart
iShares Corporate iBonds Decemeber 2026 Equity (IBDR)	0.0	$58k		2.4k	24.24	View chart
Robinhood Markets Inc Class A Equity (HOOD)	0.0	$58k	NEW	517.00	112.50	View chart
Blackstone Group Equity (BX)	0.0	$57k	NEW	510.00	112.09	View chart
Natera Equity (NTRA)	0.0	$57k	NEW	138.00	413.30	View chart
Emerson Electric Equity (EMR)	0.0	$57k		365.00	155.38	View chart
iShares Silver Trust ETF Equity (SLV)	0.0	$56k	+24%	1.0k	54.51	View chart
Boeing Company Equity (BA)	0.0	$56k		300.00	186.59	View chart
O Reilly Automotive Equity (ORLY)	0.0	$56k	+183%	655.00	85.41	View chart
Ross Stores Equity (ROST)	0.0	$56k	+1305%	239.00	233.46	View chart
Roper Technologies Equity (ROP)	0.0	$55k	+586%	158.00	349.54	View chart
Stryker Corp Equity (SYK)	0.0	$55k	+110%	200.00	275.86	View chart
Tjx Companies Equity (TJX)	0.0	$54k	NEW	409.00	132.31	View chart
Entegris Equity (ENTG)	0.0	$54k	+436%	349.00	154.10	View chart
iShares S&P 500 Index Equity (IVV)	0.0	$54k	+89%	70.00	768.27	View chart
Avantis U.S. Small Cap Value ETF Equity (AVUV)	0.0	$54k	NEW	456.00	117.77	View chart
Emcor Group Equity (EME)	0.0	$54k	NEW	71.00	754.48	View chart
Avantis All Equity Markets Value ETF Equity (AVGV)	0.0	$53k	NEW	624.00	84.44	View chart
3M Company Equity (MMM)	0.0	$52k		317.00	164.20	View chart
iShares Corporate iBonds Decemeber 2027 Equity (IBDS)	0.0	$52k		2.2k	24.12	View chart
iShares S&P 400 Mid Growth Equity (IJK)	0.0	$52k		473.00	109.74	View chart
Edwards LifeScience Corp Equity (EW)	0.0	$52k		600.00	86.32	View chart
iShares Corporate iBonds Decemeber 2028 Equity (IBDT)	0.0	$51k		2.1k	24.97	View chart
Danaher Corp Equity (DHR)	0.0	$51k	NEW	232.00	221.55	View chart
Ametek Equity (AME)	0.0	$51k	+840%	207.00	247.80	View chart
Martin Marietta Matrls Equity (MLM)	0.0	$51k	+292%	106.00	480.20	View chart
First Dorsey Wrightfocus 5 Equity (FV)	0.0	$50k	-16%	685.00	73.48	View chart
Pepsico Equity (PEP)	0.0	$50k		397.00	126.73	View chart
Kinross Gold Corp Equity	0.0	$50k		2.1k	24.08	View chart
Howmet Aerospace Equity (HWM)	0.0	$50k	NEW	220.00	226.18	View chart
Waste Connections Equity (WCN)	0.0	$50k	NEW	323.00	153.93	View chart
iShares Russell 2000 Small Cap Index Equity (IWM)	0.0	$49k		176.00	279.16	View chart
iShares Corporate iBonds Decemeber 2029 Equity (IBDU)	0.0	$49k		2.2k	22.70	View chart
Tyco Electronics Equity	0.0	$49k	NEW	232.00	211.08	View chart
Eldorado Gold Corp Equity	0.0	$48k		1.3k	38.49	View chart
Marriott International Equity (MAR)	0.0	$47k	NEW	133.00	355.67	View chart
Lam Research Corporation Equity	0.0	$47k	NEW	143.00	328.50	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSJ)	0.0	$47k		1.7k	27.96	View chart
Calamos Russell 2000 Structured ALT ETF Equity (CPRO)	0.0	$46k		1.6k	28.60	View chart
Enterprise Products Partners Equity (EPD)	0.0	$46k		1.3k	35.62	View chart
Iqvia Holdings Equity (IQV)	0.0	$45k	NEW	167.00	268.84	View chart
Pacer Trendpilo US Large Cap ETF Equity (PTLC)	0.0	$45k		753.00	59.51	View chart
Keysight Technologies Equity (KEYS)	0.0	$45k	NEW	123.00	364.03	View chart
Mc Donalds Corp Equity (MCD)	0.0	$45k	+2312%	193.00	231.36	View chart
Teradyne Equity (TER)	0.0	$44k	NEW	110.00	400.91	View chart
Invesco S&P 500 Quality ETF Equity (SPHQ)	0.0	$42k		504.00	84.08	View chart
Expand Energy Corp Equity (EXE)	0.0	$42k	NEW	500.00	84.09	View chart
Intercontinental Exc Equity (ICE)	0.0	$41k	NEW	271.00	152.03	View chart
MannKind Corp Equity (MNKD)	0.0	$41k	+11%	11k	3.90	View chart
Phillips Equity (PSX)	0.0	$40k		155.00	256.08	View chart
General Electric Equity (GE)	0.0	$39k		125.00	313.06	View chart
Lattice Semiconductor Corp Equity (LSCC)	0.0	$38k	NEW	305.00	125.62	View chart
Hubbell Inc Class B Equity	0.0	$38k	NEW	84.00	453.60	View chart
Avantis International Small Cap Val ETF Equity (AVDV)	0.0	$38k	NEW	345.00	109.38	View chart
Abbvie Equity (ABBV)	0.0	$38k	-36%	144.00	261.82	View chart
MACOM Technology Solutions Holdings Equity (MTSI)	0.0	$38k	NEW	132.00	284.82	View chart
Alnylam Pharmaceuticals Equity (ALNY)	0.0	$37k	NEW	149.00	246.74	View chart
S & P Global Equity (SPGI)	0.0	$37k	+1450%	93.00	394.84	View chart
Revvity Equity (RVTY)	0.0	$35k	NEW	231.00	152.89	View chart
Vertiv Holdings Equity (VRT)	0.0	$35k	NEW	145.00	241.30	View chart
American Electric Power Equity (AEP)	0.0	$35k		293.00	118.76	View chart
Vanguard FTSE All-World ex-US Small-Cap ETF Equity (VSS)	0.0	$34k	NEW	219.00	155.53	View chart
Credco Technology Group Hodlings Equity (CRDO)	0.0	$33k	NEW	170.00	194.79	View chart
First Trust Long/Short Equity ETF Equity (FTLS)	0.0	$33k		430.00	76.73	View chart
Arista Networks Equity	0.0	$33k	NEW	162.00	203.59	View chart
Tricon Global Equity (YUM)	0.0	$33k	NEW	241.00	136.53	View chart
Philip Morris Intl Equity (PM)	0.0	$33k		171.00	191.64	View chart
Intel Corp Equity (INTC)	0.0	$33k		272.00	120.23	View chart
JB Hunt Transport Services Equity (JBHT)	0.0	$32k		143.00	224.64	View chart
Sysco Corp Equity (SYY)	0.0	$32k		408.00	78.11	View chart
Diamondback Energy Equity (FANG)	0.0	$32k	NEW	173.00	183.81	View chart
WESCO International Equity (WCC)	0.0	$32k	NEW	88.00	359.58	View chart
Autozone Equity (AZO)	0.0	$31k	NEW	11.00	2830.00	View chart
Ameriprise Financial Equity (AMP)	0.0	$31k	NEW	63.00	492.35	View chart
US Food Holding Corp Equity (USFD)	0.0	$30k	NEW	326.00	92.21	View chart
Cadence Design Systems Equity (CDNS)	0.0	$30k	NEW	91.00	330.18	View chart
Corpay Equity (CPAY)	0.0	$30k	NEW	77.00	388.60	View chart
Franco Nevada Corp Equity (FNV)	0.0	$30k		125.00	238.10	View chart
NRG Energy Equity (NRG)	0.0	$30k	NEW	310.00	95.65	View chart
Medtronic Equity (MDT)	0.0	$29k	-42%	335.00	86.29	View chart
Progressive Corp Equity (PGR)	0.0	$29k	NEW	139.00	207.31	View chart
Lumentum Holdings Equity (LITE)	0.0	$28k	NEW	29.00	971.24	View chart
Take-Two Interactive Software Equity (TTWO)	0.0	$28k	NEW	135.00	207.50	View chart
Chipotle Mexican Grlll Equity (CMG)	0.0	$28k	+482%	874.00	31.95	View chart
GE Vernova Equity (GEV)	0.0	$28k		29.00	951.69	View chart
Veeva Systems Equity (VEEV)	0.0	$27k	NEW	96.00	285.45	View chart
Revolution Medicines Equity (RVMD)	0.0	$27k	NEW	133.00	205.26	View chart
Cava Group Equity (CAVA)	0.0	$27k		500.00	54.10	View chart
IDEX Corp Equity (IEX)	0.0	$27k	NEW	117.00	227.97	View chart
Zscaler Equity (ZS)	0.0	$27k	NEW	133.00	199.41	View chart
Nucor Corp Equity (NUE)	0.0	$26k		112.00	234.87	View chart
Silvercorp Metals Equity	0.0	$26k		2.4k	10.67	View chart
Lennox International Equity (LII)	0.0	$26k	NEW	73.00	355.01	View chart
Msci Equity (MSCI)	0.0	$26k	+200%	48.00	539.88	View chart
Okta Equity (OKTA)	0.0	$26k	NEW	123.00	209.11	View chart
CME Group Inc Cl A Equity (CME)	0.0	$25k	NEW	97.00	261.98	View chart
Vanguard 500 Index Fund ETF Class Equity (VOO)	0.0	$25k		35.00	718.17	View chart
Ulta Beauty Equity (ULTA)	0.0	$25k	NEW	46.00	546.15	View chart
Flextronics Intl Equity (FLEX)	0.0	$25k	NEW	226.00	109.99	View chart
Wheaton Precious Metals Corp Equity (WPM)	0.0	$25k		184.00	133.72	View chart
First Community Corp S C Equity (FCCO)	0.0	$25k	+154%	762.00	32.20	View chart
T-Mobile US Equity (TMUS)	0.0	$24k	NEW	149.00	163.07	View chart
Cintas Corp Equity (CTAS)	0.0	$24k	NEW	121.00	195.06	View chart
Tradeweb Markets Equity (TW)	0.0	$24k	NEW	234.00	100.84	View chart
First Majestic Silver Corp Equity (AG)	0.0	$24k		1.3k	17.69	View chart
Calamos Bitcoin 80 Structred ALT ETF Equity (CBTO)	0.0	$23k	NEW	1.2k	19.81	View chart
United Bankshrs Equity (UBSI)	0.0	$23k	+20%	495.00	45.97	View chart
Heico Corp Equity (HEI.A)	0.0	$23k		99.00	228.44	View chart
Ares Management Corp Equity (ARES)	0.0	$23k	+304%	194.00	116.25	View chart
Coeur Mining Equity (CDE)	0.0	$22k	NEW	1.3k	17.60	View chart
Sonoco Products Equity (SON)	0.0	$22k		446.00	48.88	View chart
Freeport Mcmoran Copper Equity (FCX)	0.0	$22k	NEW	310.00	70.00	View chart
Axon Enterprise Equity (AXON)	0.0	$22k	NEW	51.00	422.51	View chart
Hecla Mining Equity (HL)	0.0	$22k	NEW	1.3k	17.03	View chart
HealthEquity Equity (HQY)	0.0	$21k	NEW	242.00	88.46	View chart
National Bankshares Equity (NKSH)	0.0	$21k	NEW	500.00	41.91	View chart
Kenvue Equity (KVUE)	0.0	$21k	-20%	1.2k	17.67	View chart
Gilead Sciences Equity (GILD)	0.0	$21k		139.00	149.60	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSF)	0.0	$21k		775.00	26.62	View chart
Transdigm Group Equity (TDG)	0.0	$21k		19.00	1082.58	View chart
Super Micro Computer Equity (SMCI)	0.0	$21k		500.00	41.07	View chart
American Water Works Equity (AWK)	0.0	$21k	NEW	158.00	129.47	View chart
Vulcan Materials Equity (VMC)	0.0	$20k		83.00	245.57	View chart
Regal Rexnord Corp Equity (RRX)	0.0	$20k	NEW	130.00	155.11	View chart
iShares MSCI Global Gold Miners ETF Equity (RING)	0.0	$20k		261.00	76.87	View chart
Sector SPDR Consumer Discretionary Equity (XLY)	0.0	$20k		182.00	109.00	View chart
Brookfield Asset Mgm Equity (BN)	0.0	$20k		543.00	36.46	View chart
Endeavour Silver Corp Equity (EXK)	0.0	$19k		2.2k	8.58	View chart
Pan American Silver Corp Equity (PAAS)	0.0	$19k		416.00	45.51	View chart
iShares National Muni Bond ETF Equity (MUB)	0.0	$19k	NEW	185.00	101.10	View chart
Vici Properties Equity (VICI)	0.0	$19k	NEW	812.00	22.97	View chart
Dominos Pizza Equity (DPZ)	0.0	$19k	NEW	62.00	299.60	View chart
Hershey Foods Equity (HSY)	0.0	$19k		117.00	158.47	View chart
Hilton Worldwide Holdings Equity (HLT)	0.0	$19k		58.00	318.40	View chart
Zurn Elkay Water Solutions Corp Equity (ZWS)	0.0	$18k	NEW	396.00	46.47	View chart
Saia Equity (SAIA)	0.0	$17k	NEW	52.00	333.73	View chart
Oshkosh Corp Equity (OSK)	0.0	$17k	NEW	134.00	128.81	View chart
GE Healthcare Technologies Equity (GEHC)	0.0	$17k	+279%	262.00	65.39	View chart
General Dynamics Corp Equity (GD)	0.0	$17k	-32%	51.00	334.84	View chart
Kkr & Co Equity (KKR)	0.0	$17k		182.00	91.65	View chart
Comfort Systems USA Equity (FIX)	0.0	$17k	NEW	10.00	1654.00	View chart
Onto Innovation Equity (ONTO)	0.0	$16k	NEW	53.00	307.81	View chart
Sector SPDR Industrials Equity (XLI)	0.0	$16k		97.00	167.84	View chart
C B Richard Ellis Group Equity	0.0	$16k		124.00	128.47	View chart
Principal Financial Group Equity (PFG)	0.0	$16k		141.00	112.19	View chart
Goldman Sachs Active Beta US Large Cap Equity (GSLC)	0.0	$15k	NEW	106.00	145.04	View chart
Deckers Outdoor Corp Equity (DECK)	0.0	$15k	NEW	194.00	78.14	View chart
Nestle SA Equity (NSRGF)	0.0	$15k		160.00	90.98	View chart
iShares Core MSCI EAFE Equity (IEFA)	0.0	$14k	NEW	140.00	96.88	View chart
Dollar Gen Corp Equity (DG)	0.0	$13k	+282%	107.00	120.23	View chart
TransUnion Equity (TRU)	0.0	$13k	NEW	205.00	61.12	View chart
Brown & Brown Equity (BRO)	0.0	$12k		200.00	60.91	View chart
Brookfield Infrastructure Equity	0.0	$12k		342.00	35.61	View chart
Allegro Microsystems Equity (ALGM)	0.0	$12k	NEW	334.00	36.35	View chart
Disney Walt Company Equity (DIS)	0.0	$12k		113.00	105.37	View chart
Mid Cap S P D R TRUST Equity (MDY)	0.0	$12k		17.00	687.53	View chart
Twenty One Capital Equity (XXI)	0.0	$12k		1.8k	6.50	View chart
Metaplanet Equity (MTPLF)	0.0	$12k		6.4k	1.82	View chart
Dollar Tree Equity (DLTR)	0.0	$11k		100.00	114.02	View chart
nVent Electric Equity (NVT)	0.0	$11k	NEW	71.00	160.37	View chart
UiPath Equity (PATH)	0.0	$11k		879.00	12.84	View chart
Procore Technologies Equity (PCOR)	0.0	$11k	NEW	215.00	51.72	View chart
Valvoline Equity (VVV)	0.0	$11k	NEW	364.00	30.14	View chart
Merck & Co Equity (MRK)	0.0	$11k		73.00	145.48	View chart
Dutch Bros Equity (BROS)	0.0	$11k	NEW	272.00	38.56	View chart
Markel Corp Equity (MKL)	0.0	$10k		6.00	1712.33	View chart
Advanced Energy Industries Equity (AEIS)	0.0	$10k	NEW	36.00	281.81	View chart
Fuji Photo Film Equity	0.0	$10k		948.00	10.55	View chart
Brinker International Equity (EAT)	0.0	$9.9k		51.00	194.98	View chart
Yum China Holdings Equity (YUMC)	0.0	$9.9k	NEW	241.00	41.21	View chart
AMN Healthcare Services Equity (AMN)	0.0	$9.9k		275.00	35.87	View chart
Crane Company Equity (CR)	0.0	$9.8k	NEW	48.00	204.00	View chart
Intuitive Surgical Equity (ISRG)	0.0	$9.8k		24.00	406.62	View chart
Schwab Treasury Inflation Protected Bond ETF Equity (SCHP)	0.0	$9.6k		382.00	25.19	View chart
United Parcel Service B Equity (UPS)	0.0	$9.5k		101.00	94.33	View chart
HubSpot Equity (HUBS)	0.0	$9.4k	NEW	46.00	204.98	View chart
Nestle SA Equity (NSRGY)	0.0	$9.1k		100.00	90.78	View chart
SPX Technologies Equity (SPXC)	0.0	$8.8k	NEW	52.00	169.56	View chart
Liberty Media Corp Equity	0.0	$8.8k		95.00	92.40	View chart
Community Trust Bancorp Equity (CTBI)	0.0	$8.2k	NEW	110.00	74.22	View chart
Realogy Corporation Equity (H)	0.0	$7.6k		48.00	158.81	View chart
Smarter Web Company Equity (TSWCF)	0.0	$7.5k		7.9k	0.95	View chart
Brookfield Asset Management Equity (BAM)	0.0	$7.4k		166.00	44.58	View chart
Coherent Equity	0.0	$7.2k	NEW	25.00	287.80	View chart
Lennar Corp Equity (LEN)	0.0	$7.2k		88.00	81.59	View chart
NuScale Power Corp Class A Equity (SMR)	0.0	$7.1k	-33%	900.00	7.90	View chart
Fastenal Equity (FAST)	0.0	$6.8k		137.00	49.69	View chart
Viking Therapeutics Equity (VKTX)	0.0	$6.5k		200.00	32.60	View chart
Calamos Russell 2000 Structured ALT ETF Equity (CPRJ)	0.0	$6.4k	NEW	234.00	27.41	View chart
L3Harris Technologies Equity (LHX)	0.0	$6.0k		25.00	239.80	View chart
Pfizer Equity (PFE)	0.0	$5.9k		208.00	28.54	View chart
Paypal Holdings Inco Equity (PYPL)	0.0	$5.8k		111.00	52.64	View chart
Cerus Corp Equity (CERS)	0.0	$5.8k		2.4k	2.38	View chart
Quanta Services Equity (PWR)	0.0	$5.8k		9.00	645.33	View chart
Southern Equity (SO)	0.0	$5.4k		64.00	83.77	View chart
General Mills Equity (GIS)	0.0	$5.3k		164.00	32.22	View chart
SPDR Technology Selector ETF Equity (XLK)	0.0	$4.7k	NEW	24.00	195.75	View chart
Aflac Equity (AFL)	0.0	$4.6k		41.00	113.22	View chart
Global Payments Equity (GPN)	0.0	$4.6k		56.00	82.05	View chart
Mastercard Inc Cl A Equity (MA)	0.0	$4.4k	-86%	8.00	554.12	View chart
iShares MSCI Poland ETF Equity (EPOL)	0.0	$4.4k	-61%	100.00	44.32	View chart
Big Pharma Split Corp Class A Equity	0.0	$4.2k		158.00	26.32	View chart
General Motors Corp Equity (GM)	0.0	$4.1k		53.00	77.13	View chart
Chubb Corporation Equity (CB)	0.0	$4.0k		12.00	331.42	View chart
Costco Whsl Corp Equity (COST)	0.0	$3.7k		4.00	918.75	View chart
Norfolk Southern Equity (NSC)	0.0	$3.5k		11.00	319.18	View chart
Illinois Tool Works Equity (ITW)	0.0	$3.5k		13.00	268.54	View chart
Liberty Media Corp Equity (FWONA)	0.0	$3.5k		41.00	84.61	View chart
iShares Global 100 ETF Equity (IOO)	0.0	$3.3k		23.00	144.74	View chart
F N B Corporation Equity (FNB)	0.0	$3.3k		192.00	17.27	View chart
Arch Cap Group Equity (ACGL)	0.0	$3.2k		35.00	92.34	View chart
Moodys Corp Equity (MCO)	0.0	$3.2k		7.00	456.00	View chart
Host Hotels & Resorts Equity (HST)	0.0	$2.8k		124.00	22.43	View chart
Advantage Oil & Gas Equity (AAVVF)	0.0	$2.8k	NEW	400.00	6.91	View chart
Liberty Media Corp Equity	0.0	$2.7k		28.00	97.25	View chart
Verisk Analytics Equity (VRSK)	0.0	$2.7k		16.00	168.81	View chart
Carnival Corp Equity	0.0	$2.6k		107.00	24.62	View chart
Accenture Equity (ACN)	0.0	$2.6k		14.00	183.36	View chart
Ww Grainger Equity (GWW)	0.0	$2.5k		2.00	1264.00	View chart
Bristol-Myers Squibb Equity (BMY)	0.0	$2.5k	+2%	40.00	62.88	View chart
Paychex Equity (PAYX)	0.0	$2.3k		23.00	100.43	View chart
iShares MSCI EAFE Equity (EFA)	0.0	$2.2k		21.00	104.71	View chart
Target Corp Equity (TGT)	0.0	$2.0k		12.00	168.33	View chart
Fifth Third Bancorp Equity (FITB)	0.0	$1.9k		37.00	51.24	View chart
Gildan Activewear Equity (GIL)	0.0	$1.7k	NEW	40.00	42.62	View chart
Factset Research Sys Equity (FDS)	0.0	$1.7k		6.00	277.33	View chart
Belgravia Hartford Capital Equity (BLGVF)	0.0	$1.6k		90k	0.02	View chart
Norwegian Cruise Line Equity (NCLH)	0.0	$1.5k		100.00	14.66	View chart
MasterBrand Equity (MBC)	0.0	$1.4k		200.00	7.00	View chart
Marriott Vacations Worldwide Corp Equity (VAC)	0.0	$1.4k		13.00	105.15	View chart
Colgate-Palmolive Equity (CL)	0.0	$1.3k		15.00	88.93	View chart
Ventas Equity (VTR)	0.0	$1.2k		14.00	89.07	View chart
Trade Desk Equity (TTD)	0.0	$1.2k		100.00	12.17	View chart
Ford Motor Company Equity (F)	0.0	$1.2k		95.00	12.16	View chart
Vanguard Aggregate Bond ETF Equity (BND)	0.0	$1.1k		15.00	71.33	View chart
V2X Inc COM USD0.01 Equity (VVX)	0.0	$919.999600		13.00	70.77	View chart
Trump Media and Technology Equity (DJT)	0.0	$895.999500		99.00	9.05	View chart
Rivian Automotive Equity (RIVN)	0.0	$747.000000		50.00	14.94	View chart
D-Wave Quantum Inc. COM USD0.0001 Equity (QBTS)	0.0	$679.001000		41.00	16.56	View chart
Wabtec Equity (WAB)	0.0	$577.000000		2.00	288.50	View chart
Precision Drilling Equity	0.0	$563.999800	NEW	7.00	80.57	View chart
Aib Group Plc Ordf Equity (AIBRF)	0.0	$522.000000		40.00	13.05	View chart
GrabAGun Digital Holdings Equity (PEW)	0.0	$313.005000		150.00	2.09	View chart
Toronto Dominion Bank Equity (TD)	0.0	$235.000000		2.00	117.50	View chart
Obsidian Energy Equity (OBE)	0.0	$143.999800	NEW	14.00	10.29	View chart
Mobility Global Equity	0.0	$102.000000	NEW	6.00	17.00	View chart
Lucid Group Equity	0.0	$28.000000		7.00	4.00	View chart
Fedex Corporation Equity (FDX)	0.0	$0		0	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 2026 Q3 filed Oct. 1, 2026
Burkett Financial Services 2026 Q2 filed July 2, 2026
Burkett Financial Services 2026 Q1 filed April 1, 2026
Burkett Financial Services 2025 Q4 filed Jan. 5, 2026
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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