Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Burkett Financial Services

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

Top 5 stock holdings are SCHD, SCHG, DBEF, VEA, EAGL, and represent 59.20% of Burkett Financial Services's stock portfolio.
Added to shares of these 10 stocks: CPSL, SCHD, VEA, EEMV, VGIT, IJR, IJH, CPRY, BRK.B, VT.
Started 40 new stock positions in SPLG, SMR, SPTM, LONZ, AZN, PLTR, REGL, XONE, UTF, VTR.
Reduced shares in these 10 stocks: SCHG, SCHF, VYM, IVW, SCHV, SCHM, VUG, CPST, CPRO, SCHA.
Sold out of its positions in CPRO, GOGO, IEMG, OGN, Spirit Airlines, VGT, VOX.
Burkett Financial Services was a net buyer of stock by $4.8M.
Burkett Financial Services has $246M in assets under management (AUM), dropping by 0.35%.
Central Index Key (CIK): 0001762716

Tip: Access up to 7 years of quarterly data

Positions held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Burkett Financial Services

Burkett Financial Services holds 256 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab US Dividend Equity ETF Equity (SCHD)	18.0	$44M	+2%	1.6M	27.96	View chart
Schwab US Large Cap Growth ETF Equity (SCHG)	17.1	$42M	-2%	1.7M	25.04	View chart
MSCI EAFA Hedged Dollar ETF Equity (DBEF)	8.4	$21M		477k	43.30	View chart
Vanguard FTSE Developed Markets ETF Equity (VEA)	8.4	$21M	+4%	403k	50.83	View chart
Eagle Capital Select Equity ETF Equity (EAGL)	7.3	$18M		644k	28.01	View chart
Calamos S&P Structured ALT ETF Equity (CPSL)	7.3	$18M	+8%	707k	25.43	View chart
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)	6.5	$16M	+4%	273k	58.34	View chart
iShares S&P 400 Mid Index Equity (IJH)	5.7	$14M	+2%	239k	58.35	View chart
iShares S&P 600 Small Cap Index Equity (IJR)	3.0	$7.3M	+4%	70k	104.57	View chart
Vanguard Intermediate Treasury ETF Equity (VGIT)	2.3	$5.6M	+7%	94k	59.40	View chart
Apple Equity (AAPL)	1.3	$3.2M		14k	222.13	View chart
Microsoft Corp Equity (MSFT)	1.0	$2.5M		6.6k	375.40	View chart
Schwab Mid Cap Blend ETF Equity (SCHM)	0.9	$2.3M		88k	26.20	View chart
AT&T Corp Equity (T)	0.8	$2.1M		73k	28.28	View chart
Schwab International Equity ETF Equity (SCHF)	0.8	$1.9M	-8%	98k	19.78	View chart
Vanguard High Dividend Yield ETF Equity (VYM)	0.6	$1.6M	-6%	12k	128.96	View chart
Duke Energy Corp Equity (DUK)	0.6	$1.4M	+3%	12k	121.96	View chart
iShares S&P 500 Value Equity (IVE)	0.6	$1.4M		7.3k	190.57	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSD)	0.5	$1.3M		53k	23.90	View chart
IShares Currency Hedged MSCI EAFE ETF Equity (HEFA)	0.4	$1.1M	-2%	29k	36.29	View chart
Amazon Equity (AMZN)	0.4	$955k		5.0k	190.26	View chart
South Street Corporation Equity (SSB)	0.4	$939k		10k	92.82	View chart
Schwab US Total Stock Market ETF Equity (SCHB)	0.4	$928k	+6%	43k	21.53	View chart
Wal-Mart Stores Equity (WMT)	0.3	$833k		9.5k	87.79	View chart
J P Morgan & Co Equity (JPM)	0.3	$777k		3.2k	245.33	View chart
Schwab US Large Cap Value ETF Equity (SCHV)	0.3	$771k	-6%	29k	26.58	View chart
Bank Of America Equity (BAC)	0.3	$770k		18k	41.73	View chart
Vanguard Large Cap Growth ETF Equity (VUG)	0.3	$755k	-4%	2.0k	370.91	View chart
iShares S&P 500 Growth Equity (IVW)	0.3	$626k	-11%	6.7k	92.83	View chart
Amgen Equity (AMGN)	0.3	$619k		2.0k	311.52	View chart
Schwab Small Cap Blend ETF Equity (SCHA)	0.2	$609k	-4%	26k	23.43	View chart
Nvidia Corp Equity (NVDA)	0.2	$583k	+2%	5.4k	108.38	View chart
Vanguard Total World Stock ETF Equity (VT)	0.2	$581k	+25%	5.0k	115.96	View chart
Johnson & Johnson Equity (JNJ)	0.2	$514k	-2%	3.1k	165.84	View chart
Vanguard Mid-Cap Blend ETF Equity (VO)	0.2	$474k		1.8k	258.66	View chart
Coca-Cola Company Equity (KO)	0.2	$399k		5.6k	71.62	View chart
Lowes Cos Equity (LOW)	0.2	$393k		1.7k	233.20	View chart
PowerShares QQQ - Nasdaq-100 Equity (QQQ)	0.2	$376k		803.00	468.72	View chart
Netflix Equity (NFLX)	0.1	$300k		322.00	932.53	View chart
Lilly Eli & Co Equity (LLY)	0.1	$296k		358.00	825.46	View chart
Tesla Equity (TSLA)	0.1	$294k		1.1k	259.16	View chart
Berkshire Hathaway Inc B Equity (BRK.B)	0.1	$290k	+71%	544.00	532.58	View chart
Invesco S&P Emerging Markets Low Vol ETF Equity (EELV)	0.1	$251k	+10%	10k	24.28	View chart
Salesforce Equity (CRM)	0.1	$237k		884.00	268.32	View chart
Exxon Mobil Corporation Equity (XOM)	0.1	$236k		2.0k	118.94	View chart
Vanguard Emerging Market Equity (VWO)	0.1	$221k		4.9k	45.26	View chart
Proctor & Gamble Equity (PG)	0.1	$198k		1.2k	170.48	View chart
Eaton Corporation Equity (ETN)	0.1	$190k	-6%	700.00	271.71	View chart
Meta Platforms Inc Class A Equity (META)	0.1	$189k		328.00	577.22	View chart
Oracle Corporation Equity (ORCL)	0.1	$186k		1.3k	139.84	View chart
Calamos Russell 2000 Structured ALT ETF Equity (CPRY)	0.1	$167k	NEW	6.8k	24.54	View chart
Dte Energy Equity (DTE)	0.1	$159k		1.1k	138.27	View chart
Abbott Labs Equity (ABT)	0.1	$148k		1.1k	132.60	View chart
Warner Brothers Discovery Equity (WBD)	0.1	$147k		14k	10.73	View chart
Deere & Co Equity (DE)	0.1	$145k		310.00	468.87	View chart
Dominion Resources Equity (D)	0.1	$135k		2.4k	56.06	View chart
Spdr Gold TRUST Equity (GLD)	0.1	$134k	-8%	466.00	288.14	View chart
Altria Group Equity (MO)	0.1	$127k	+2%	2.1k	60.01	View chart
Vanguard Small-Cap Blend ETF Equity (VB)	0.1	$127k	+2%	572.00	221.61	View chart
Vanguard 500 Index Fund ETF Class Equity (VOO)	0.1	$124k	+3%	242.00	513.10	View chart
Alphabet Inc Class A Equity (GOOGL)	0.1	$123k	+7%	795.00	154.56	View chart
Ishares Gold TRUST Equity (IAU)	0.0	$113k		1.9k	58.96	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPST)	0.0	$112k	-21%	4.4k	25.18	View chart
International Business Machines Equity (IBM)	0.0	$108k		436.00	248.69	View chart
iShares Core 1-5 Year USD Bond ETF Equity (ISTB)	0.0	$104k	+115%	2.1k	48.35	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSN)	0.0	$101k	-11%	4.0k	25.24	View chart
Cisco Systems Equity (CSCO)	0.0	$96k		1.6k	61.71	View chart
Xcel Energy Equity (XEL)	0.0	$93k		1.3k	70.81	View chart
United Rentals Equity (URI)	0.0	$89k		143.00	624.69	View chart
iShares Dow Jones Technology Sector Equity (IYW)	0.0	$85k		604.00	140.47	View chart
Calamos S&P 500 Structured ALT ETF Equity	0.0	$83k	NEW	3.5k	23.59	View chart
Visa Equity (V)	0.0	$83k		236.00	349.93	View chart
Chevron Corporation Equity (CVX)	0.0	$80k		478.00	167.43	View chart
Valero Energy Corp Equity (VLO)	0.0	$80k		605.00	132.06	View chart
Sprott Physical Gold and Silver Trust Equity (CEF)	0.0	$79k		2.8k	28.41	View chart
DT Midstream Equity (DTM)	0.0	$76k		790.00	96.46	View chart
Microstrategy Inc A Equity (MSTR)	0.0	$72k		250.00	288.27	View chart
Selective Ins Group Equity (SIGI)	0.0	$69k		754.00	91.52	View chart
IShares MSCE EAFA Small Cap ETF Equity (SCZ)	0.0	$68k		1.1k	63.56	View chart
Vanguard Value ETF Equity (VTV)	0.0	$63k	+3%	365.00	172.74	View chart
Enbridge Equity (ENB)	0.0	$62k		1.4k	44.31	View chart
iShares S&P 400 Mid Value Equity (IJJ)	0.0	$60k		502.00	119.80	View chart
SPDR Port S&P 1500 Comps Stk Mkt ETF Equity (SPTM)	0.0	$60k	NEW	880.00	68.01	View chart
Kenvue Equity (KVUE)	0.0	$59k		2.4k	23.98	View chart
iShares Bitcoin Trust ETF Equity (IBIT)	0.0	$59k	+3%	1.3k	46.81	View chart
Pepsico Equity (PEP)	0.0	$56k		373.00	149.97	View chart
Janus Henderson AAA CLO ETF Equity (JAAA)	0.0	$54k	NEW	1.1k	50.71	View chart
Truist Finl Corporation Equity (TFC)	0.0	$51k	+2%	1.2k	41.13	View chart
Calamos Bitcoin Structred ALT ETF Equity	0.0	$47k	NEW	1.9k	24.76	View chart
Sp 500 Etf Equity (SPLG)	0.0	$47k	NEW	716.00	65.76	View chart
Sector SPDR Consumer Discretionary Equity (XLY)	0.0	$47k	+7%	237.00	197.20	View chart
Pimco Multisector Bond Actv Etf Equity (PYLD)	0.0	$47k	NEW	1.8k	26.35	View chart
Boeing Company Equity (BA)	0.0	$46k		271.00	170.48	View chart
Abbvie Equity (ABBV)	0.0	$46k		220.00	209.17	View chart
Pfizer Equity (PFE)	0.0	$46k	-4%	1.8k	25.34	View chart
3M Company Equity (MMM)	0.0	$45k		308.00	146.93	View chart
VictoryShares Free Cash Flow ETF Equity (VFLO)	0.0	$45k	NEW	1.3k	34.28	View chart
Edwards LifeScience Corp Equity (EW)	0.0	$44k		600.00	72.48	View chart
Cava Group Equity (CAVA)	0.0	$43k		500.00	86.41	View chart
Constellation Equity (CEG)	0.0	$43k	+10%	211.00	201.59	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSJ)	0.0	$42k	-6%	1.7k	24.81	View chart
Home Depot Equity (HD)	0.0	$42k		114.00	364.98	View chart
Calamos Nasdaq 100 Structured ALT ETF Equity	0.0	$41k	NEW	1.7k	24.21	View chart
Enterprise Products Partners Equity (EPD)	0.0	$40k		1.2k	34.15	View chart
Emerson Electric Equity (EMR)	0.0	$39k		357.00	109.67	View chart
iShares S&P 400 Mid Growth Equity (IJK)	0.0	$39k		469.00	83.30	View chart
FS Energy & Power Fund Equity	0.0	$39k		12k	3.30	View chart
iShares Russell 2000 Small Cap Index Equity (IWM)	0.0	$37k		187.00	199.28	View chart
Mastercard Inc Cl A Equity (MA)	0.0	$33k		59.00	551.12	View chart
Sysco Corp Equity (SYY)	0.0	$32k		429.00	75.11	View chart
Bndblxx Blmbrg 1 Yr Trg Us Tr Etf Equity (XONE)	0.0	$32k	NEW	642.00	49.72	View chart
JB Hunt Transport Services Equity (JBHT)	0.0	$32k		215.00	148.24	View chart
Astoria US Equal Weight Quality KingsETF Equity (ROE)	0.0	$31k	NEW	1.1k	29.27	View chart
Stryker Corp Equity (SYK)	0.0	$31k		83.00	372.41	View chart
American Electric Power Equity (AEP)	0.0	$31k		280.00	109.09	View chart
CSX Corporation Equity (CSX)	0.0	$30k		1.0k	29.43	View chart
Chipotle Mexican Grlll Equity (CMG)	0.0	$28k		550.00	50.21	View chart
NeoGenomics Equity (NEO)	0.0	$27k		2.8k	9.49	View chart
Philip Morris Intl Equity (PM)	0.0	$26k		163.00	158.95	View chart
iShares Silver Trust ETF Equity (SLV)	0.0	$26k		833.00	30.99	View chart
Nextera Energy Equity (NEE)	0.0	$26k		362.00	70.92	View chart
Bristol-Myers Squibb Equity (BMY)	0.0	$26k		420.00	61.04	View chart
Medtronic Equity (MDT)	0.0	$26k	+185%	285.00	89.86	View chart
General Electric Equity (GE)	0.0	$26k		127.00	200.91	View chart
Lockheed Martin Equity (LMT)	0.0	$25k		56.00	447.41	View chart
Cohen And Steers Infrast Equity (UTF)	0.0	$24k	NEW	918.00	25.55	View chart
Merck & Co Equity (MRK)	0.0	$23k		260.00	89.65	View chart
Welltower Equity (WELL)	0.0	$22k		145.00	153.01	View chart
Honeywell Intl Equity (HON)	0.0	$22k		104.00	211.37	View chart
Select Sector Spdr Tr Real Estate Select Sector Sp Equity (XLRE)	0.0	$22k	NEW	524.00	41.85	View chart
Sonoco Products Equity (SON)	0.0	$21k		449.00	47.29	View chart
Super Micro Computer Equity (SMCI)	0.0	$21k	+20%	600.00	34.24	View chart
iShares S&P 500 Index Equity (IVV)	0.0	$21k	-41%	37.00	555.24	View chart
PIMCO Enhanced Low Duration Active ETF Equity (LDUR)	0.0	$20k	NEW	208.00	95.98	View chart
Pimco Senior Loan Active Etf Equity (LONZ)	0.0	$20k	NEW	396.00	50.38	View chart
Verizon Equity (VZ)	0.0	$20k		431.00	45.33	View chart
Hershey Foods Equity (HSY)	0.0	$19k		112.00	171.61	View chart
Air Lease Corp Class A Equity (AL)	0.0	$19k		391.00	48.32	View chart
First TRUST Gbl Ttcl Equity (FTGC)	0.0	$19k	NEW	732.00	25.52	View chart
Phillips Equity (PSX)	0.0	$18k		148.00	123.64	View chart
First Trust Enhanced Short Maturity ETF Equity (FTSM)	0.0	$18k	NEW	304.00	59.84	View chart
FT Cboe Vest S&P 500 Dv Ast Tgt Inc ETF Equity (KNG)	0.0	$18k	NEW	352.00	50.52	View chart
ProShares S&P MidCap 400 Dividend Arst Equity (REGL)	0.0	$18k	NEW	218.00	80.65	View chart
Direxion NASDAQ-100 Equal Wtd ETF Equity (QQQE)	0.0	$17k	NEW	196.00	87.19	View chart
First Trust NASDAQ Technology Div ETF Equity (TDIV)	0.0	$17k	NEW	232.00	73.61	View chart
NuScale Power Corp Class A Equity (SMR)	0.0	$17k	NEW	1.2k	14.16	View chart
First Community Corp S C Equity (FCCO)	0.0	$16k		694.00	22.57	View chart
Gilead Sciences Equity (GILD)	0.0	$15k		134.00	112.25	View chart
Kinross Gold Corp Equity	0.0	$15k		1.2k	12.61	View chart
Ishares MSCI EAFE Equity (EFA)	0.0	$14k		172.00	81.94	View chart
Simplify Managed Futurs Strgy Etf Equity (CTA)	0.0	$14k	NEW	474.00	29.60	View chart
United Bankshrs Equity (UBSI)	0.0	$14k		393.00	34.67	View chart
Mid Cap S P D R TRUST Equity (MDY)	0.0	$14k		25.00	541.84	View chart
First Trust Morningstar Div Leaders ETF Equity (FDL)	0.0	$14k	NEW	310.00	43.44	View chart
Caterpillar Equity (CAT)	0.0	$13k	+2%	41.00	326.76	View chart
First TRUST Value Equity (FVD)	0.0	$13k	NEW	300.00	44.59	View chart
Nucor Corp Equity (NUE)	0.0	$13k		110.00	120.72	View chart
Sector SPDR Industrials Equity (XLI)	0.0	$13k	NEW	100.00	131.07	View chart
First Trust Rising Dividend Achiev ETF Equity (RDVY)	0.0	$13k	NEW	222.00	58.54	View chart
iMGP DBi Managed Futures Strategy ETF Equity (DBMF)	0.0	$13k	NEW	512.00	25.26	View chart
T Rowe Price Small Mid Cap Etf Equity (TMSL)	0.0	$12k	NEW	408.00	30.48	View chart
Intuitive Surgical Equity (ISRG)	0.0	$12k		24.00	495.25	View chart
Principal Financial Grp Equity (PFG)	0.0	$11k		134.00	84.49	View chart
Disney Walt Company Equity (DIS)	0.0	$11k		111.00	99.09	View chart
Merrill Lynch Equity	0.0	$10k		400.00	25.72	View chart
United Parcel Service B Equity (UPS)	0.0	$10k		92.00	110.45	View chart
Nestle Sa Sponsored Equity (NSRGY)	0.0	$10k		100.00	101.17	View chart
Target Corp Equity (TGT)	0.0	$9.2k		88.00	104.35	View chart
UiPath Equity (PATH)	0.0	$9.1k	-69%	879.00	10.30	View chart
General Mills Equity (GIS)	0.0	$9.0k		151.00	59.87	View chart
Peakstone Realty Trust Class E Equity (PKST)	0.0	$8.7k		690.00	12.61	View chart
Global X Uranium ETF Equity (URA)	0.0	$8.7k	NEW	378.00	22.92	View chart
Brinker International Equity (EAT)	0.0	$7.7k		51.00	150.18	View chart
Dollar Tree Equity (DLTR)	0.0	$7.5k		100.00	75.07	View chart
Paypal Holdings Inco Equity (PYPL)	0.0	$7.2k		110.00	65.25	View chart
Comcast Corp Equity (CMCSA)	0.0	$7.1k		192.00	36.86	View chart
GE Vernova Equity (GEV)	0.0	$7.0k		23.00	305.26	View chart
Asml Holdings Nv Ny Equity (ASML)	0.0	$6.6k	NEW	10.00	662.60	View chart
Wells Fargo & Co Equity (WFC)	0.0	$6.5k		90.00	72.09	View chart
Anheuser-Busch Cos Equity (BUD)	0.0	$6.2k		100.00	61.56	View chart
Solventum Equity (SOLV)	0.0	$5.7k		75.00	76.04	View chart
Southern Equity (SO)	0.0	$5.7k		62.00	91.31	View chart
Astrazeneca Equity (AZN)	0.0	$5.5k	NEW	75.00	73.51	View chart
Trade Desk Equity (TTD)	0.0	$5.5k		100.00	54.72	View chart
Intel Corp Equity (INTC)	0.0	$5.4k		239.00	22.70	View chart
Global Payments Equity (GPN)	0.0	$5.4k		55.00	98.25	View chart
Energy Transfer Equity Equity (ET)	0.0	$5.3k		288.00	18.56	View chart
Baxter International Equity (BAX)	0.0	$5.3k		155.00	34.21	View chart
Viking Therapeutics Equity (VKTX)	0.0	$4.8k		200.00	24.15	View chart
Unitedhealth Group Equity (UNH)	0.0	$4.7k		9.00	525.89	View chart
JP Morgan Hedged Equity ETF Equity (HELO)	0.0	$4.7k		79.00	59.49	View chart
Rivian Automotive Equity (RIVN)	0.0	$4.7k		375.00	12.45	View chart
Aflac Equity (AFL)	0.0	$4.5k		40.00	111.78	View chart
Accenture Equity (ACN)	0.0	$4.4k		14.00	312.07	View chart
Sector SPDR Materials Equity (XLB)	0.0	$4.3k	NEW	50.00	86.38	View chart
Automatic Data Equity (ADP)	0.0	$4.0k		13.00	305.54	View chart
Analog Devices Equity (ADI)	0.0	$3.9k		19.00	202.63	View chart
Costco Whsl Corp Equity (COST)	0.0	$3.8k		4.00	946.75	View chart
Linde Equity (LIN)	0.0	$3.7k		8.00	467.12	View chart
Chubb Corporation Equity (CB)	0.0	$3.6k		12.00	302.00	View chart
Du Pont E I De Equity (DD)	0.0	$3.5k	+2%	47.00	74.15	View chart
Paychex Equity (PAYX)	0.0	$3.4k		22.00	155.27	View chart
Cerus Corp Equity (CERS)	0.0	$3.4k		2.4k	1.39	View chart
Conagra Foods Equity (CAG)	0.0	$3.3k		123.00	26.57	View chart
Illinois Tool Works Equity (ITW)	0.0	$3.2k		13.00	249.54	View chart
S & P Global Equity (SPGI)	0.0	$3.1k		6.00	509.17	View chart
Carnival Corp Equity (CCL)	0.0	$3.0k		156.00	19.54	View chart
Blackrock Equity	0.0	$2.9k		3.00	951.67	View chart
Corteva Equity (CTVA)	0.0	$2.8k		45.00	62.78	View chart
Select SPDR Healthcare Equity (XLV)	0.0	$2.8k	NEW	19.00	146.00	View chart
General Dynamics Corp Equity (GD)	0.0	$2.7k		10.00	274.10	View chart
Factset Research Sys Equity (FDS)	0.0	$2.7k		6.00	455.67	View chart
Norfolk Southern Equity (NSC)	0.0	$2.6k		11.00	238.09	View chart
MasterBrand Equity (MBC)	0.0	$2.6k		200.00	13.06	View chart
F N B Corporation Equity (FNB)	0.0	$2.6k		190.00	13.45	View chart
Mc Donalds Corp Equity (MCD)	0.0	$2.5k		8.00	314.25	View chart
GE Healthcare Technologies Equity (GEHC)	0.0	$2.5k		31.00	80.97	View chart
General Motors Corp Equity (GM)	0.0	$2.5k		52.00	47.35	View chart
iShares MSCI EAFE Value Equity (EFV)	0.0	$2.4k		41.00	59.66	View chart
Dollar Gen Corp Equity (DG)	0.0	$2.4k	+3%	28.00	87.07	View chart
L3Harris Technologies Equity (LHX)	0.0	$2.3k		11.00	210.55	View chart
Green Dot Corp Equity (GDOT)	0.0	$2.2k		264.00	8.44	View chart
Sempra Energy Equity (SRE)	0.0	$2.1k	NEW	30.00	71.37	View chart
Palantir Technologies Equity (PLTR)	0.0	$2.1k	NEW	25.00	84.40	View chart
Ww Grainger Equity (GWW)	0.0	$2.0k		2.00	990.00	View chart
Dow Equity (DOW)	0.0	$2.0k		56.00	35.18	View chart
Trump Media and Technology Equity (DJT)	0.0	$1.9k		99.00	19.54	View chart
Lamb Weston Holdings Equity (LW)	0.0	$1.9k	+2%	36.00	52.72	View chart
Norwegian Cruise Line Equity (NCLH)	0.0	$1.9k		100.00	18.96	View chart
AMN Healthcare Services Equity (AMN)	0.0	$1.8k		75.00	24.47	View chart
Colgate-Palmolive Equity (CL)	0.0	$1.4k		15.00	94.27	View chart
Zscaler Equity (ZS)	0.0	$1.4k	NEW	7.00	198.43	View chart
Viatris Equity (VTRS)	0.0	$1.2k		133.00	8.71	View chart
Cme Group Inc Cl A Equity (CME)	0.0	$1.1k	NEW	4.00	266.50	View chart
Ventas Equity (VTR)	0.0	$969.999800	NEW	14.00	69.29	View chart
Wabtec Equity (WAB)	0.0	$931.000000		5.00	186.20	View chart
Whirlpool Corp Equity (WHR)	0.0	$919.000000	NEW	10.00	91.90	View chart
Ford Motor Company Equity (F)	0.0	$895.998600	-96%	89.00	10.07	View chart
ISares MSCI EAFE Large Growth Equity (EFG)	0.0	$880.000200		9.00	97.78	View chart
Globalstar Equity	0.0	$814.000200	-93%	39.00	20.87	View chart
Vodafone Group Equity (VOD)	0.0	$551.001000	+3%	59.00	9.34	View chart
Celsius Holdings Equity (CELH)	0.0	$534.000000		15.00	35.60	View chart
ACCO Brands Corp Equity (ACCO)	0.0	$447.998300		107.00	4.19	View chart
Centurytel Equity	0.0	$370.002800		94.00	3.94	View chart
Chemours Company Equity (CC)	0.0	$337.000000		25.00	13.48	View chart
Aib Group Plc Ordf Equity (AIBRF)	0.0	$257.000000		40.00	6.42	View chart
Fortune Brands Innovations Equity (FBIN)	0.0	$253.000000		4.00	63.25	View chart
Lucid Group Equity (LCID)	0.0	$189.001800		78.00	2.42	View chart
Toronto Dominion Bank Equity (TD)	0.0	$120.000000		2.00	60.00	View chart
Alpha Healthcare Acquisition Corp Equity (HUMA)	0.0	$30.999600		18.00	1.72	View chart
Kyndryl Holdings Equity (KD)	0.0	$31.000000		1.00	31.00	View chart
Cambridge Heart Inc Xxx Equity	0.0	$0		2.2k	0.00	View chart
Wendy s Equity (WEN)	0.0	$0		0	0.00	View chart
A W G Equity	0.0	$0		14.00	0.00	View chart
GCI Liberty Equity	0.0	$0	-3%	3.5k	0.00	View chart
York Bancshares Equity	0.0	$0		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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z