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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, JEMA, and represent 57.70% of Burkett Financial Services's stock portfolio.
Added to shares of these 10 stocks: JEMA (+$22M), CPSL, VO, VUG, VGIT, IJH, ISTB, SPCX, VT, CPNJ.
Started 38 new stock positions in LYV, CPSU, BAM, HLT, ARES, IDXX, ROP, VRSK, Brookfield Infrastructure, KKR.
Reduced shares in these 10 stocks: EEMV (-$22M), SCHG, LOAR, SCHD, VEA, IJR, DBEF, SCHF, EELV, SCHM.
Sold out of its positions in Air Lease Corp, BUD, CPSR, CHEOY, EFX, Exp World Holdings Inc equities, Globalstar, GSLC, HGER, HUMA. PDBC, EELV, AGG, EMB, IEFA, IEMG, IUSB, USHY, XLK, CHAI, VMBS, VXF, WELL.
Burkett Financial Services was a net seller of stock by $-1.3M.
Burkett Financial Services has $320M in assets under management (AUM), dropping by 9.52%.
Central Index Key (CIK): 0001762716

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Portfolio Holdings for Burkett Financial Services

Burkett Financial Services holds 266 positions in its portfolio as reported in the June 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)	17.1	$55M		1.6M	33.84	View chart
Schwab US Dividend Equity ETF Equity (SCHD)	17.0	$54M		1.7M	31.71	View chart
MSCI EAFA Hedged Dollar ETF Equity (DBEF)	8.4	$27M		490k	54.63	View chart
Vanguard FTSE Developed Markets ETF Equity (VEA)	8.3	$27M		374k	71.25	View chart
JP Morgan Active Emerging Market Equity (JEMA)	6.9	$22M	+41002%	347k	63.88	View chart
Calamos S&P Structured ALT ETF Equity (CPSL)	6.6	$21M	+2%	760k	27.92	View chart
Eagle Capital Select Equity ETF Equity (EAGL)	6.5	$21M		648k	32.17	View chart
iShares S&P 400 Mid Index Equity (IJH)	6.3	$20M		260k	77.11	View chart
iShares S&P 600 Small Cap Index Equity (IJR)	3.7	$12M	-2%	81k	148.31	View chart
Loar Holdings Equity (LOAR)	3.0	$9.5M	-5%	118k	80.61	View chart
Vanguard Intermediate Treasury ETF Equity (VGIT)	1.9	$6.0M	+3%	101k	58.98	View chart
Apple Equity (AAPL)	1.3	$4.1M		14k	289.37	View chart
Schwab Mid Cap Blend ETF Equity (SCHM)	1.0	$3.1M	-3%	83k	36.87	View chart
Microsoft Corp Equity (MSFT)	0.8	$2.5M		6.7k	373.03	View chart
iShares S&P 500 Growth Equity (IVW)	0.6	$2.1M		15k	137.53	View chart
iShares S&P 500 Value Equity (IVE)	0.5	$1.7M	-4%	7.5k	227.06	View chart
Vanguard High Dividend Yield ETF Equity (VYM)	0.5	$1.6M		10k	158.03	View chart
Schwab International Equity ETF Equity (SCHF)	0.5	$1.6M	-10%	59k	27.70	View chart
Duke Energy Corp Equity (DUK)	0.5	$1.5M	-3%	12k	126.58	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSD)	0.4	$1.4M		51k	26.70	View chart
IShares Currency Hedged MSCI EAFE ETF Equity (HEFA)	0.4	$1.2M	-2%	26k	46.93	View chart
Amazon Equity (AMZN)	0.4	$1.2M		5.0k	238.34	View chart
Vanguard Total World Stock ETF Equity (VT)	0.4	$1.2M	+5%	7.5k	156.97	View chart
AT&T Corp Equity (T)	0.4	$1.2M		56k	20.70	View chart
Wal-Mart Stores Equity (WMT)	0.3	$1.1M		9.7k	113.26	View chart
Schwab US Total Stock Market ETF Equity (SCHB)	0.3	$1.1M	-8%	37k	28.96	View chart
Nvidia Corp Equity (NVDA)	0.3	$1.0M		5.2k	200.10	View chart
South Street Corporation Equity	0.3	$958k		9.6k	99.90	View chart
Bank Of America Equity (BAC)	0.3	$946k		17k	56.98	View chart
J P Morgan & Co Equity (JPM)	0.3	$896k		2.7k	327.45	View chart
Amgen Equity (AMGN)	0.2	$731k		2.0k	362.15	View chart
Schwab Small Cap Blend ETF Equity (SCHA)	0.2	$728k	-3%	20k	36.13	View chart
Johnson & Johnson Equity (JNJ)	0.2	$696k	-2%	2.7k	253.97	View chart
Schwab US Large Cap Value ETF Equity (SCHV)	0.2	$639k		18k	34.81	View chart
Vanguard Mid-Cap Blend ETF Equity (VO)	0.2	$593k	+289%	7.4k	80.57	View chart
Vanguard Large Cap Growth ETF Equity (VUG)	0.2	$515k	+368%	6.0k	86.15	View chart
Coca-Cola Company Equity (KO)	0.1	$469k		5.8k	81.28	View chart
Tesla Equity (TSLA)	0.1	$456k		1.1k	420.60	View chart
PowerShares QQQ - Nasdaq-100 Equity (QQQ)	0.1	$405k	-2%	550.00	736.95	View chart
Warner Brothers Discovery Equity (WBD)	0.1	$383k		14k	26.66	View chart
Lowes Cos Equity (LOW)	0.1	$353k		1.6k	220.58	View chart
Exxon Mobil Corporation Equity (XOM)	0.1	$272k	-2%	2.0k	136.74	View chart
Vanguard Emerging Market Equity (VWO)	0.1	$269k		4.5k	59.70	View chart
Eaton Corporation Equity (ETN)	0.1	$259k	-3%	606.00	426.60	View chart
Alphabet Inc Class A Equity (GOOGL)	0.1	$255k		714.00	357.65	View chart
Berkshire Hathaway Inc B Equity (BRK.B)	0.1	$244k		488.00	500.39	View chart
Lilly Eli & Co Equity (LLY)	0.1	$237k	-9%	197.00	1205.06	View chart
Netflix Equity (NFLX)	0.1	$221k		3.1k	71.40	View chart
Oracle Corporation Equity (ORCL)	0.1	$198k		1.3k	146.56	View chart
Deere & Co Equity (DE)	0.1	$194k		306.00	635.34	View chart
Cisco Systems Equity (CSCO)	0.1	$189k		1.6k	117.47	View chart
Meta Platforms Inc Class A Equity (META)	0.1	$186k		329.00	564.74	View chart
Calamos Russell 2000 Structured ALT ETF Equity (CPRY)	0.1	$166k	-19%	5.9k	27.98	View chart
Proctor & Gamble Equity (PG)	0.1	$164k		1.1k	146.71	View chart
United Rentals Equity (URI)	0.1	$163k		144.00	1133.67	View chart
Valero Energy Corp Equity (VLO)	0.1	$163k		624.00	260.85	View chart
Altria Group Equity (MO)	0.1	$161k		2.2k	71.97	View chart
Dte Energy Equity (DTE)	0.0	$157k	-11%	1.0k	152.52	View chart
iShares Dow Jones Technology Sector Equity (IYW)	0.0	$153k		605.00	252.30	View chart
Caterpillar Equity (CAT)	0.0	$139k		130.00	1069.27	View chart
Spdr Gold TRUST Equity (GLD)	0.0	$131k		356.00	368.38	View chart
Ishares Gold TRUST Equity (IAU)	0.0	$131k		1.7k	75.51	View chart
Abbott Labs Equity (ABT)	0.0	$130k	+21%	1.4k	90.74	View chart
International Business Machines Equity (IBM)	0.0	$126k		449.00	281.60	View chart
Salesforce Equity (CRM)	0.0	$126k		806.00	156.78	View chart
iShares Core 1-5 Year USD Bond ETF Equity (ISTB)	0.0	$116k	+165%	2.4k	48.25	View chart
Dominion Resources Equity (D)	0.0	$114k	-51%	1.7k	68.31	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSN)	0.0	$110k		4.0k	27.68	View chart
Calamos Nasdaq 100 Structured ALT ETF Equity (CPNS)	0.0	$105k		3.8k	28.11	View chart
Visa Equity (V)	0.0	$104k		304.00	343.48	View chart
Chevron Corporation Equity (CVX)	0.0	$102k		617.00	165.95	View chart
DT Midstream Equity (DTM)	0.0	$100k	-14%	683.00	146.80	View chart
Sprott Physical Gold and Silver Trust Equity (CEF)	0.0	$100k		2.5k	40.23	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPST)	0.0	$95k	-52%	3.4k	27.81	View chart
Vanguard Small-Cap Blend ETF Equity (VB)	0.0	$95k	-9%	311.00	303.94	View chart
iShares MSCE EAFA Small Cap ETF Equity (SCZ)	0.0	$92k		1.1k	82.29	View chart
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)	0.0	$78k	-99%	1.0k	75.33	View chart
iShares S&P 400 Mid Value Equity (IJJ)	0.0	$76k		513.00	147.81	View chart
Selective Ins Group Equity (SIGI)	0.0	$75k		769.00	97.05	View chart
Enbridge Equity (ENB)	0.0	$74k		1.4k	54.21	View chart
Space X Equity (SPCX)	0.0	$70k	NEW	411.00	170.86	View chart
Xcel Energy Equity (XEL)	0.0	$67k		831.00	80.30	View chart
Constellation Equity (CEG)	0.0	$65k		262.00	248.77	View chart
Boeing Company Equity (BA)	0.0	$65k		300.00	217.10	View chart
Truist Finl Corporation Equity (TFC)	0.0	$65k		1.3k	49.85	View chart
First Dorsey Wrightfocus 5 Equity (FV)	0.0	$63k		825.00	75.96	View chart
SSR Mining Equity (SSRM)	0.0	$58k		2.1k	28.28	View chart
iShares Corporate iBonds Decemeber 2026 Equity (IBDR)	0.0	$58k		2.4k	24.24	View chart
Abbvie Equity (ABBV)	0.0	$58k		228.00	252.24	View chart
Centerra Gold Equity (CGAU)	0.0	$57k		3.6k	15.86	View chart
iShares S&P 400 Mid Growth Equity (IJK)	0.0	$56k		472.00	117.68	View chart
Edwards LifeScience Corp Equity (EW)	0.0	$54k		600.00	90.46	View chart
Pepsico Equity (PEP)	0.0	$53k		392.00	135.58	View chart
iShares Russell 2000 Small Cap Index Equity (IWM)	0.0	$53k		176.00	301.02	View chart
Emerson Electric Equity (EMR)	0.0	$52k		364.00	143.27	View chart
iShares Corporate iBonds Decemeber 2027 Equity (IBDS)	0.0	$52k	-11%	2.1k	24.23	View chart
iShares Corporate iBonds Decemeber 2028 Equity (IBDT)	0.0	$51k		2.0k	25.25	View chart
3M Company Equity (MMM)	0.0	$51k		315.00	162.22	View chart
iShares Corporate iBonds Decemeber 2029 Equity (IBDU)	0.0	$50k		2.1k	23.16	View chart
Kinross Gold Corp Equity	0.0	$49k		2.1k	23.62	View chart
Microstrategy Inc A Equity (MSTR)	0.0	$49k		562.00	86.93	View chart
CSX Corporation Equity (CSX)	0.0	$49k		1.0k	47.54	View chart
General Electric Equity (GE)	0.0	$47k	+28%	125.00	374.16	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSJ)	0.0	$46k		1.7k	27.66	View chart
Enterprise Products Partners Equity (EPD)	0.0	$46k		1.3k	36.76	View chart
Medtronic Equity (MDT)	0.0	$46k		585.00	78.23	View chart
Invesco S&P 500 Quality ETF Equity (SPHQ)	0.0	$45k		503.00	90.11	View chart
Calamos Russell 2000 Structured ALT ETF Equity (CPRO)	0.0	$45k	-55%	1.6k	28.18	View chart
iShares Silver Trust ETF Equity (SLV)	0.0	$45k		833.00	53.47	View chart
iShares Bitcoin Trust ETF Equity (IBIT)	0.0	$44k	+2%	1.3k	33.29	View chart
Pacer Trendpilo US Large Cap ETF Equity (PTLC)	0.0	$44k		753.00	58.26	View chart
JB Hunt Transport Services Equity (JBHT)	0.0	$41k	-34%	143.00	289.73	View chart
NeoGenomics Equity (NEO)	0.0	$41k		2.8k	14.59	View chart
Calamos Nasdaq 100 Structured ALT ETF Equity (CPNJ)	0.0	$41k	NEW	1.5k	27.63	View chart
MannKind Corp Equity (MNKD)	0.0	$40k	-9%	9.5k	4.26	View chart
American Electric Power Equity (AEP)	0.0	$40k		291.00	136.85	View chart
Cava Group Equity (CAVA)	0.0	$39k		500.00	78.48	View chart
Eldorado Gold Corp Equity	0.0	$39k		1.3k	31.09	View chart
Intel Corp Equity (INTC)	0.0	$38k		272.00	139.63	View chart
Calamos Russell 2000 Structured ALT ETF Equity (CPRA)	0.0	$37k	NEW	1.3k	27.66	View chart
GE Vernova Equity (GEV)	0.0	$34k	+26%	29.00	1175.93	View chart
Sysco Corp Equity (SYY)	0.0	$34k		406.00	83.60	View chart
First Trust Long/Short Equity ETF Equity (FTLS)	0.0	$32k	+7%	429.00	73.83	View chart
Home Depot Equity (HD)	0.0	$31k		89.00	352.94	View chart
Philip Morris Intl Equity (PM)	0.0	$31k		170.00	181.37	View chart
Mastercard Inc Cl A Equity (MA)	0.0	$31k		59.00	517.53	View chart
Stryker Corp Equity (SYK)	0.0	$30k		95.00	315.11	View chart
Lockheed Martin Equity (LMT)	0.0	$30k		57.00	518.21	View chart
Kenvue Equity (KVUE)	0.0	$29k		1.5k	19.11	View chart
iShares S&P 500 Index Equity (IVV)	0.0	$28k	-67%	37.00	751.22	View chart
General Dynamics Corp Equity (GD)	0.0	$27k		76.00	354.93	View chart
Live Nation Equity (LYV)	0.0	$26k	NEW	144.00	183.10	View chart
Phillips Equity (PSX)	0.0	$26k		154.00	169.80	View chart
Franco Nevada Corp Equity (FNV)	0.0	$26k		125.00	208.44	View chart
Heico Corp Equity (HEI.A)	0.0	$26k	NEW	99.00	257.91	View chart
Transdigm Group Equity (TDG)	0.0	$25k	NEW	19.00	1332.00	View chart
Nucor Corp Equity (NUE)	0.0	$25k		112.00	223.36	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSU)	0.0	$25k	NEW	905.00	27.63	View chart
Sonoco Products Equity (SON)	0.0	$25k		441.00	56.42	View chart
Silvercorp Metals Equity	0.0	$25k		2.4k	10.10	View chart
Vanguard 500 Index Fund ETF Class Equity (VOO)	0.0	$25k		35.00	701.97	View chart
Vulcan Materials Equity (VMC)	0.0	$25k	NEW	83.00	295.55	View chart
Calamos Bitcoin Structred ALT ETF Equity (CBOO)	0.0	$24k	+2%	968.00	24.49	View chart
Brookfield Asset Mgm Equity (BN)	0.0	$23k	NEW	543.00	42.59	View chart
First Majestic Silver Corp Equity (AG)	0.0	$23k		1.3k	16.96	View chart
Sector SPDR Consumer Discretionary Equity (XLY)	0.0	$21k		181.00	117.85	View chart
O Reilly Automotive Equity (ORLY)	0.0	$21k	NEW	231.00	92.09	View chart
Wheaton Precious Metals Corp Equity (WPM)	0.0	$21k		184.00	112.32	View chart
Hershey Foods Equity (HSY)	0.0	$21k		116.00	176.43	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSF)	0.0	$20k		775.00	26.20	View chart
Hilton Worldwide Holdings Equity (HLT)	0.0	$19k	NEW	58.00	330.60	View chart
United Bankshrs Equity (UBSI)	0.0	$19k		412.00	45.94	View chart
Pan American Silver Corp Equity (PAAS)	0.0	$19k		416.00	44.79	View chart
Endeavour Silver Corp Equity (EXK)	0.0	$18k		2.2k	8.28	View chart
Sector SPDR Industrials Equity (XLI)	0.0	$18k		97.00	185.68	View chart
Gilead Sciences Equity (GILD)	0.0	$18k		138.00	127.04	View chart
iShares MSCI Global Gold Miners ETF Equity (RING)	0.0	$17k	NEW	261.00	64.82	View chart
Kkr & Co Equity (KKR)	0.0	$17k	NEW	182.00	91.97	View chart
C B Richard Ellis Group Equity	0.0	$17k	NEW	124.00	134.69	View chart
Nestle SA Equity (NSRGF)	0.0	$16k		160.00	102.81	View chart
Martin Marietta Matrls Equity (MLM)	0.0	$16k	NEW	27.00	577.52	View chart
Principal Financial Group Equity (PFG)	0.0	$15k		140.00	107.98	View chart
Vanguard International High Yield Dividend Index Equity (VYMI)	0.0	$15k		153.00	98.25	View chart
Super Micro Computer Equity (SMCI)	0.0	$15k		500.00	29.33	View chart
NuScale Power Corp Class A Equity (SMR)	0.0	$14k		1.4k	10.03	View chart
Brookfield Infrastructure Equity	0.0	$13k	NEW	342.00	38.50	View chart
Vanguard Total International Stock ETF Equity (VXUS)	0.0	$13k		153.00	85.97	View chart
Brown & Brown Equity (BRO)	0.0	$13k	NEW	199.00	64.33	View chart
Mid Cap S P D R TRUST Equity (MDY)	0.0	$13k	-32%	17.00	734.53	View chart
Dollar Tree Equity (DLTR)	0.0	$12k		100.00	120.95	View chart
Markel Corp Equity (MKL)	0.0	$12k	NEW	6.00	1953.00	View chart
Entegris Equity (ENTG)	0.0	$12k	NEW	65.00	180.00	View chart
Vanguard Value ETF Equity (VTV)	0.0	$11k	+20%	52.00	218.69	View chart
Disney Walt Company Equity (DIS)	0.0	$11k		112.00	96.79	View chart
United Parcel Service B Equity (UPS)	0.0	$11k	+2%	100.00	107.88	View chart
Nestle SA Equity (NSRGY)	0.0	$10k		100.00	102.69	View chart
Fuji Photo Film Equity	0.0	$10k		948.00	10.69	View chart
iShares MSCI Poland ETF Equity (EPOL)	0.0	$10k	NEW	260.00	38.68	View chart
Schwab Treasury Inflation Protected Bond ETF Equity (SCHP)	0.0	$10k	NEW	376.00	26.54	View chart
First Community Corp S C Equity (FCCO)	0.0	$9.8k		299.00	32.79	View chart
UiPath Equity (PATH)	0.0	$9.6k		879.00	10.87	View chart
Intuitive Surgical Equity (ISRG)	0.0	$9.5k		24.00	397.67	View chart
Merck & Co Equity (MRK)	0.0	$9.3k		72.00	129.57	View chart
Realogy Corporation Equity (H)	0.0	$9.3k	NEW	48.00	193.98	View chart
Liberty Media Corp Equity	0.0	$9.0k	NEW	95.00	95.14	View chart
Msci Equity (MSCI)	0.0	$9.0k	NEW	16.00	561.81	View chart
AMN Healthcare Services Equity (AMN)	0.0	$8.9k	+57%	275.00	32.37	View chart
Twenty One Capital Equity (XXI)	0.0	$8.8k		1.8k	4.95	View chart
Brinker International Equity (EAT)	0.0	$8.6k		51.00	169.25	View chart
Lennar Corp Equity (LEN)	0.0	$7.9k	NEW	87.00	90.99	View chart
Metaplanet Equity (MTPLF)	0.0	$7.8k		6.4k	1.23	View chart
Viking Therapeutics Equity (VKTX)	0.0	$7.8k		200.00	39.01	View chart
Roper Technologies Equity (ROP)	0.0	$7.8k	NEW	23.00	338.35	View chart
Brookfield Asset Management Equity (BAM)	0.0	$7.4k	NEW	166.00	44.85	View chart
L3Harris Technologies Equity (LHX)	0.0	$7.3k		25.00	292.84	View chart
Cerus Corp Equity (CERS)	0.0	$7.1k		2.4k	2.92	View chart
Fastenal Equity (FAST)	0.0	$6.6k	NEW	136.00	48.29	View chart
Quanta Services Equity (PWR)	0.0	$6.5k		9.00	723.11	View chart
Automatic Data Equity (ADP)	0.0	$6.2k		27.00	228.26	View chart
Southern Equity (SO)	0.0	$6.1k		64.00	95.91	View chart
Big Pharma Split Corp Class A Equity	0.0	$5.6k	NEW	158.00	35.65	View chart
General Mills Equity (GIS)	0.0	$5.6k		161.00	34.93	View chart
Ares Management Corp Equity (ARES)	0.0	$5.4k	NEW	48.00	112.67	View chart
Ametek Equity (AME)	0.0	$5.3k	NEW	22.00	242.27	View chart
Idexx Labs Equity (IDXX)	0.0	$5.3k	NEW	10.00	526.40	View chart
Chipotle Mexican Grlll Equity (CMG)	0.0	$5.1k		150.00	34.00	View chart
Pfizer Equity (PFE)	0.0	$4.9k	-86%	205.00	24.08	View chart
Aflac Equity (AFL)	0.0	$4.8k		41.00	118.15	View chart
Paypal Holdings Inco Equity (PYPL)	0.0	$4.8k		110.00	43.55	View chart
GE Healthcare Technologies Equity (GEHC)	0.0	$4.4k	+15%	69.00	64.03	View chart
Chubb Corporation Equity (CB)	0.0	$4.2k		12.00	346.25	View chart
General Motors Corp Equity (GM)	0.0	$4.1k		52.00	78.54	View chart
Global Payments Equity (GPN)	0.0	$4.1k		56.00	72.70	View chart
Costco Whsl Corp Equity (COST)	0.0	$3.8k		4.00	942.75	View chart
F N B Corporation Equity (FNB)	0.0	$3.6k		191.00	19.11	View chart
Illinois Tool Works Equity (ITW)	0.0	$3.6k		13.00	280.62	View chart
Ross Stores Equity (ROST)	0.0	$3.6k	NEW	17.00	213.29	View chart
Liberty Media Corp Equity (FWONA)	0.0	$3.6k	NEW	41.00	87.54	View chart
Green Dot Corp Equity (GDOT)	0.0	$3.6k		264.00	13.51	View chart
Norfolk Southern Equity (NSC)	0.0	$3.6k		11.00	323.73	View chart
Arch Cap Group Equity (ACGL)	0.0	$3.4k	NEW	35.00	97.06	View chart
Dollar Gen Corp Equity (DG)	0.0	$3.3k		28.00	116.93	View chart
Moodys Corp Equity (MCO)	0.0	$3.2k	NEW	7.00	453.86	View chart
iShares Global 100 ETF Equity (IOO)	0.0	$3.2k		23.00	137.30	View chart
Carnival Corp Equity	0.0	$3.1k		106.00	28.82	View chart
Blackrock Equity	0.0	$3.0k		3.00	998.00	View chart
Liberty Media Corp Equity	0.0	$3.0k	NEW	28.00	105.61	View chart
Host Hotels & Resorts Equity (HST)	0.0	$2.9k		123.00	23.74	View chart
Verisk Analytics Equity (VRSK)	0.0	$2.9k	NEW	16.00	180.00	View chart
Ww Grainger Equity (GWW)	0.0	$2.8k		2.00	1377.50	View chart
Smarter Web Company Equity (TSWCF)	0.0	$2.6k		7.9k	0.33	View chart
Nextera Energy Equity (NEE)	0.0	$2.5k		28.00	88.43	View chart
S & P Global Equity (SPGI)	0.0	$2.5k		6.00	412.17	View chart
Bristol-Myers Squibb Equity (BMY)	0.0	$2.3k		39.00	58.97	View chart
Paychex Equity (PAYX)	0.0	$2.3k	+4%	23.00	99.35	View chart
Mc Donalds Corp Equity (MCD)	0.0	$2.2k		8.00	280.00	View chart
Ishares MSCI EAFE Equity (EFA)	0.0	$2.2k	+5%	21.00	104.67	View chart
Norwegian Cruise Line Equity (NCLH)	0.0	$2.1k		100.00	21.11	View chart
Fifth Third Bancorp Equity (FITB)	0.0	$2.1k	+2%	37.00	56.73	View chart
MasterBrand Equity (MBC)	0.0	$2.1k		200.00	10.29	View chart
Trade Desk Equity (TTD)	0.0	$1.8k		100.00	18.08	View chart
Accenture Equity (ACN)	0.0	$1.7k		14.00	124.43	View chart
Target Corp Equity (TGT)	0.0	$1.7k		12.00	139.25	View chart
Belgravia Hartford Capital Equity (BLGVF)	0.0	$1.4k		90k	0.02	View chart
Colgate-Palmolive Equity (CL)	0.0	$1.4k		15.00	95.00	View chart
Factset Research Sys Equity (FDS)	0.0	$1.4k		6.00	235.33	View chart
Marriott Vacations Worldwide Corp Equity (VAC)	0.0	$1.4k		13.00	103.92	View chart
Ford Motor Company Equity (F)	0.0	$1.3k		94.00	14.01	View chart
Ventas Equity (VTR)	0.0	$1.3k		14.00	92.50	View chart
Calamos Nasdaq 100 Structured ALT ETF Equity (CPNM)	0.0	$1.2k	-98%	44.00	26.77	View chart
Vanguard Aggregate Bond ETF Equity (BND)	0.0	$1.1k		15.00	73.87	View chart
D-Wave Quantum Inc. COM USD0.0001 Equity (QBTS)	0.0	$982.999600		41.00	23.98	View chart
V2X Inc COM USD0.01 Equity (VVX)	0.0	$969.000500		13.00	74.54	View chart
Rivian Automotive Equity (RIVN)	0.0	$867.000000		50.00	17.34	View chart
Trump Media and Technology Equity (DJT)	0.0	$766.002600		99.00	7.74	View chart
Wabtec Equity (WAB)	0.0	$541.000000	+100%	2.00	270.50	View chart
Aib Group Plc Ordf Equity (AIBRF)	0.0	$469.000000		40.00	11.72	View chart
Celsius Holdings Equity (CELH)	0.0	$439.000500		15.00	29.27	View chart
GrabAGun Digital Holdings Equity (PEW)	0.0	$342.000000		150.00	2.28	View chart
Toronto Dominion Bank Equity (TD)	0.0	$242.000000		2.00	121.00	View chart
Lucid Group Equity	0.0	$45.999800		7.00	6.57	View chart
Fedex Corporation Equity (FDX)	0.0	$0		0	0.00	View chart
Analog Devices Equity (ADI)	0.0	$0		0	0.00	View chart
Lehman Brothers Holdings Capital Trust III Equity (LEHKQ)	0.0	$0		128.00	0.00	View chart
A W G Equity	0.0	$0		14.00	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 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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