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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 SCHD, SCHG, DBEF, VEA, CPSL, and represent 58.00% of Burkett Financial Services's stock portfolio.
Added to shares of these 10 stocks: SCHG, VGIT, CPSL, VT, EEMV, CPNM, IVV, JEMA, MSTR, ISTB.
Started 19 new stock positions in PDBC, IEFA, GEHC, EFX, IUSB, VYMI, EMB, GSLC, CPSF, HGER. XLK, FDX, IEMG, CPSR, AGG, CHAI, VMBS, JEMA, USHY.
Reduced shares in these 10 stocks: VEA, T, DBEF, SCHF, SCHV, QQQ, IJH, CPSU, SCHB, CPNJ.
Sold out of its positions in ALLY, AstraZeneca, CPSU, CPNJ, G C I Liberty Inc. xxxpending, BNDX.
Burkett Financial Services was a net buyer of stock by $4.4k.
Burkett Financial Services has $292M in assets under management (AUM), dropping by -0.42%.
Central Index Key (CIK): 0001762716

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Portfolio Holdings for Burkett Financial Services

Burkett Financial Services holds 251 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab US Dividend Equity ETF Equity (SCHD)	18.1	$53M		1.7M	30.68	View chart
Schwab US Large Cap Growth ETF Equity (SCHG)	16.3	$48M	+2%	1.6M	29.13	View chart
MSCI EAFA Hedged Dollar ETF Equity (DBEF)	8.4	$24M		494k	49.40	View chart
Vanguard FTSE Developed Markets ETF Equity (VEA)	8.3	$24M	-2%	378k	64.08	View chart
Calamos S&P Structured ALT ETF Equity (CPSL)	6.9	$20M	+2%	740k	27.23	View chart
Eagle Capital Select Equity ETF Equity (EAGL)	6.8	$20M		648k	30.42	View chart
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)	6.4	$19M		290k	64.73	View chart
iShares S&P 400 Mid Index Equity (IJH)	6.0	$18M		259k	67.53	View chart
iShares S&P 600 Small Cap Index Equity (IJR)	3.5	$10M		82k	124.31	View chart
Loar Holdings Equity (LOAR)	2.5	$7.2M		125k	57.29	View chart
Vanguard Intermediate Treasury ETF Equity (VGIT)	2.0	$5.8M	+10%	97k	59.55	View chart
Apple Equity (AAPL)	1.2	$3.6M		14k	253.79	View chart
Schwab Mid Cap Blend ETF Equity (SCHM)	0.9	$2.7M		87k	30.96	View chart
Microsoft Corp Equity (MSFT)	0.8	$2.5M		6.7k	370.21	View chart
iShares S&P 500 Growth Equity (IVW)	0.6	$1.7M		15k	113.11	View chart
iShares S&P 500 Value Equity (IVE)	0.6	$1.7M	-3%	7.9k	211.15	View chart
Schwab International Equity ETF Equity (SCHF)	0.6	$1.6M	-11%	67k	24.75	View chart
AT&T Corp Equity (T)	0.6	$1.6M	-22%	56k	28.99	View chart
Duke Energy Corp Equity (DUK)	0.5	$1.6M		12k	130.94	View chart
Vanguard High Dividend Yield ETF Equity (VYM)	0.5	$1.5M		10k	148.10	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSD)	0.5	$1.4M		52k	25.92	View chart
Wal-Mart Stores Equity (WMT)	0.4	$1.2M	+3%	9.7k	124.28	View chart
IShares Currency Hedged MSCI EAFE ETF Equity (HEFA)	0.4	$1.1M	-3%	27k	42.50	View chart
Amazon Equity (AMZN)	0.4	$1.0M		5.0k	208.27	View chart
Schwab US Total Stock Market ETF Equity (SCHB)	0.3	$1.0M	-8%	41k	25.10	View chart
Vanguard Total World Stock ETF Equity (VT)	0.3	$981k	+19%	7.1k	138.32	View chart
Nvidia Corp Equity (NVDA)	0.3	$912k		5.2k	174.41	View chart
South Street Corporation Equity	0.3	$882k		9.5k	92.52	View chart
Bank Of America Equity (BAC)	0.3	$825k	-8%	17k	48.75	View chart
J P Morgan & Co Equity (JPM)	0.3	$807k		2.7k	294.18	View chart
Amgen Equity (AMGN)	0.2	$705k		2.0k	352.01	View chart
Johnson & Johnson Equity (JNJ)	0.2	$687k	-2%	2.8k	244.48	View chart
Schwab Small Cap Blend ETF Equity (SCHA)	0.2	$605k	-5%	21k	29.08	View chart
Vanguard Large Cap Growth ETF Equity (VUG)	0.2	$558k	-3%	1.3k	436.95	View chart
Schwab US Large Cap Value ETF Equity (SCHV)	0.2	$558k	-25%	18k	30.50	View chart
Vanguard Mid-Cap Blend ETF Equity (VO)	0.2	$543k	+3%	1.9k	287.30	View chart
Coca-Cola Company Equity (KO)	0.1	$436k		5.7k	76.06	View chart
Tesla Equity (TSLA)	0.1	$403k		1.1k	371.75	View chart
Warner Brothers Discovery Equity (WBD)	0.1	$394k		14k	27.46	View chart
Lowes Cos Equity (LOW)	0.1	$377k	-15%	1.6k	236.34	View chart
Exxon Mobil Corporation Equity (XOM)	0.1	$348k		2.1k	169.72	View chart
PowerShares QQQ - Nasdaq-100 Equity (QQQ)	0.1	$325k	-31%	562.00	577.62	View chart
Netflix Equity (NFLX)	0.1	$297k		3.1k	96.15	View chart
Vanguard Emerging Market Equity (VWO)	0.1	$243k		4.5k	54.06	View chart
Berkshire Hathaway Inc B Equity (BRK.B)	0.1	$234k	-13%	488.00	479.20	View chart
Eaton Corporation Equity (ETN)	0.1	$226k	-3%	630.00	358.06	View chart
Dominion Resources Equity (D)	0.1	$211k		3.4k	61.83	View chart
Alphabet Inc Class A Equity (GOOGL)	0.1	$205k		714.00	287.61	View chart
Lilly Eli & Co Equity (LLY)	0.1	$200k	-6%	217.00	922.30	View chart
Calamos Russell 2000 Structured ALT ETF Equity (CPRY)	0.1	$200k	-6%	7.4k	27.14	View chart
Oracle Corporation Equity (ORCL)	0.1	$198k		1.3k	147.13	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPST)	0.1	$194k		7.2k	26.98	View chart
Meta Platforms Inc Class A Equity (META)	0.1	$189k		329.00	573.05	View chart
Deere & Co Equity (DE)	0.1	$172k		305.00	564.47	View chart
Dte Energy Equity (DTE)	0.1	$170k		1.2k	146.31	View chart
Proctor & Gamble Equity (PG)	0.1	$160k		1.1k	144.45	View chart
Valero Energy Corp Equity (VLO)	0.1	$154k		621.00	247.43	View chart
Spdr Gold TRUST Equity (GLD)	0.1	$153k		356.00	430.29	View chart
Ishares Gold TRUST Equity (IAU)	0.1	$153k	-9%	1.7k	88.16	View chart
Salesforce Equity (CRM)	0.1	$150k	-5%	804.00	186.81	View chart
Altria Group Equity (MO)	0.0	$146k		2.2k	66.01	View chart
Invesco S&P Emerging Markets Low Vol ETF Equity (EELV)	0.0	$136k	-38%	4.8k	28.08	View chart
Chevron Corporation Equity (CVX)	0.0	$127k	+20%	611.00	207.23	View chart
Cisco Systems Equity (CSCO)	0.0	$124k		1.6k	77.62	View chart
Abbott Labs Equity (ABT)	0.0	$121k		1.2k	102.69	View chart
Sprott Physical Gold and Silver Trust Equity (CEF)	0.0	$119k		2.5k	47.72	View chart
iShares Dow Jones Technology Sector Equity (IYW)	0.0	$110k		605.00	181.42	View chart
International Business Machines Equity (IBM)	0.0	$108k		446.00	242.89	View chart
DT Midstream Equity (DTM)	0.0	$108k		802.00	134.82	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSN)	0.0	$107k		4.0k	26.77	View chart
United Rentals Equity (URI)	0.0	$105k		143.00	732.69	View chart
Calamos Nasdaq 100 Structured ALT ETF Equity (CPNS)	0.0	$102k		3.8k	27.17	View chart
Calamos Russell 2000 Structured ALT ETF Equity (CPRO)	0.0	$97k		3.6k	27.16	View chart
Caterpillar Equity (CAT)	0.0	$92k	+23%	130.00	710.11	View chart
Visa Equity (V)	0.0	$92k		303.00	302.96	View chart
Vanguard Small-Cap Blend ETF Equity (VB)	0.0	$90k	+6%	342.00	262.12	View chart
iShares MSCE EAFA Small Cap ETF Equity (SCZ)	0.0	$87k		1.1k	78.47	View chart
Calamos Nasdaq 100 Structured ALT ETF Equity (CPNM)	0.0	$79k	+6822%	3.0k	26.07	View chart
iShares S&P 500 Index Equity (IVV)	0.0	$74k	+213%	113.00	653.30	View chart
Enbridge Equity (ENB)	0.0	$74k		1.4k	54.14	View chart
Constellation Equity (CEG)	0.0	$73k		262.00	279.24	View chart
Microstrategy Inc A Equity (MSTR)	0.0	$70k	+124%	562.00	124.80	View chart
iShares S&P 400 Mid Value Equity (IJJ)	0.0	$68k		511.00	132.62	View chart
Xcel Energy Equity (XEL)	0.0	$66k		825.00	79.44	View chart
Kinross Gold Corp Equity	0.0	$64k		2.1k	30.52	View chart
Centerra Gold Equity (CGAU)	0.0	$64k		3.6k	17.79	View chart
SSR Mining Equity (SSRM)	0.0	$61k		2.1k	29.37	View chart
Pepsico Equity (PEP)	0.0	$60k	+2%	388.00	155.41	View chart
Boeing Company Equity (BA)	0.0	$60k		300.00	199.61	View chart
Truist Finl Corporation Equity (TFC)	0.0	$59k		1.3k	46.00	View chart
iShares Corporate iBonds Decemeber 2027 Equity (IBDS)	0.0	$58k	-3%	2.4k	24.24	View chart
Selective Ins Group Equity (SIGI)	0.0	$58k		765.00	75.44	View chart
iShares Corporate iBonds Decemeber 2026 Equity (IBDR)	0.0	$57k		2.4k	24.25	View chart
iShares Silver Trust ETF Equity (SLV)	0.0	$57k		833.00	68.14	View chart
iShares Corporate iBonds Decemeber 2028 Equity (IBDT)	0.0	$51k		2.0k	25.34	View chart
Medtronic Equity (MDT)	0.0	$51k	+34%	585.00	86.65	View chart
Air Lease Corp Class A Equity (AL)	0.0	$51k	+24%	778.00	64.97	View chart
First Dorsey Wrightfocus 5 Equity (FV)	0.0	$50k		825.00	60.44	View chart
iShares Bitcoin Trust ETF Equity (IBIT)	0.0	$50k		1.3k	38.42	View chart
Abbvie Equity (ABBV)	0.0	$49k		226.00	218.15	View chart
iShares Corporate iBonds Decemeber 2029 Equity (IBDU)	0.0	$49k		2.1k	23.27	View chart
Edwards LifeScience Corp Equity (EW)	0.0	$48k		600.00	80.08	View chart
Emerson Electric Equity (EMR)	0.0	$48k		362.00	131.34	View chart
iShares S&P 400 Mid Growth Equity (IJK)	0.0	$48k		472.00	100.66	View chart
Enterprise Products Partners Equity (EPD)	0.0	$47k		1.2k	37.86	View chart
JB Hunt Transport Services Equity (JBHT)	0.0	$46k		217.00	212.65	View chart
3M Company Equity (MMM)	0.0	$46k		314.00	145.25	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSJ)	0.0	$45k		1.7k	26.87	View chart
Pfizer Equity (PFE)	0.0	$44k	+2%	1.6k	28.09	View chart
JP Morgan Active Emerging Market Equity (JEMA)	0.0	$44k	NEW	845.00	52.03	View chart
iShares Core 1-5 Year USD Bond ETF Equity (ISTB)	0.0	$44k	+664%	902.00	48.46	View chart
iShares Russell 2000 Small Cap Index Equity (IWM)	0.0	$44k		175.00	249.30	View chart
Eldorado Gold Corp Equity	0.0	$43k		1.3k	34.33	View chart
CSX Corporation Equity (CSX)	0.0	$42k		1.0k	41.05	View chart
Cava Group Equity (CAVA)	0.0	$41k		500.00	80.90	View chart
Pacer Trendpilo US Large Cap ETF Equity (PTLC)	0.0	$40k		753.00	52.46	View chart
American Electric Power Equity (AEP)	0.0	$38k		288.00	131.50	View chart
Invesco S&P 500 Quality ETF Equity (SPHQ)	0.0	$38k		501.00	75.33	View chart
Lockheed Martin Equity (LMT)	0.0	$35k		57.00	610.65	View chart
Stryker Corp Equity (SYK)	0.0	$31k		94.00	331.45	View chart
Franco Nevada Corp Equity (FNV)	0.0	$31k		125.00	247.05	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSR)	0.0	$30k	NEW	1.2k	25.27	View chart
Mastercard Inc Cl A Equity (MA)	0.0	$30k		59.00	502.59	View chart
Welltower Equity (WELL)	0.0	$29k		147.00	197.95	View chart
Home Depot Equity (HD)	0.0	$29k	-12%	88.00	330.59	View chart
Sysco Corp Equity (SYY)	0.0	$29k		403.00	71.37	View chart
First Majestic Silver Corp Equity (AG)	0.0	$29k		1.3k	21.48	View chart
First Trust Long/Short Equity ETF Equity (FTLS)	0.0	$28k		400.00	70.36	View chart
Phillips Equity (PSX)	0.0	$28k		153.00	182.90	View chart
Philip Morris Intl Equity (PM)	0.0	$28k		168.00	166.23	View chart
General Electric Equity (GE)	0.0	$28k		97.00	286.64	View chart
Silvercorp Metals Equity	0.0	$26k		2.4k	10.74	View chart
General Dynamics Corp Equity (GD)	0.0	$26k		75.00	346.89	View chart
MannKind Corp Equity (MNKD)	0.0	$26k		11k	2.45	View chart
Kenvue Equity (KVUE)	0.0	$26k	-14%	1.5k	17.24	View chart
Wheaton Precious Metals Corp Equity (WPM)	0.0	$24k		184.00	131.01	View chart
Hershey Foods Equity (HSY)	0.0	$24k		115.00	209.18	View chart
Sonoco Products Equity (SON)	0.0	$24k		436.00	54.19	View chart
Calamos Bitcoin Structred ALT ETF Equity (CBOO)	0.0	$23k	+112%	944.00	24.37	View chart
Pan American Silver Corp Equity (PAAS)	0.0	$23k		416.00	54.63	View chart
iShares Core Total USD Bond Market ETF Equity (IUSB)	0.0	$22k	NEW	485.00	46.19	View chart
Vanguard 500 Index Fund ETF Class Equity (VOO)	0.0	$21k		35.00	609.00	View chart
IShares Barclays Aggregate Bond ETF Equity (AGG)	0.0	$21k	NEW	212.00	99.27	View chart
NeoGenomics Equity (NEO)	0.0	$21k		2.8k	7.42	View chart
Endeavour Silver Corp Equity (EXK)	0.0	$21k		2.2k	9.31	View chart
GE Vernova Equity (GEV)	0.0	$20k		23.00	873.48	View chart
Calamos S&P 500 Structured ALT ETF Equity (CPSF)	0.0	$20k	NEW	775.00	25.59	View chart
Sector SPDR Consumer Discretionary Equity (XLY)	0.0	$20k		181.00	109.28	View chart
Gilead Sciences Equity (GILD)	0.0	$19k		137.00	140.25	View chart
Nucor Corp Equity (NUE)	0.0	$19k		112.00	169.15	View chart
United Bankshrs Equity (UBSI)	0.0	$17k		409.00	41.45	View chart
Mid Cap S P D R TRUST Equity (MDY)	0.0	$16k		25.00	633.92	View chart
Ishares Core Msci Eafe Equity (IEFA)	0.0	$16k	NEW	175.00	90.53	View chart
Nestle SA Equity (NSRGF)	0.0	$16k		160.00	98.14	View chart
Sector SPDR Industrials Equity (XLI)	0.0	$16k		97.00	161.72	View chart
NuScale Power Corp Class A Equity (SMR)	0.0	$15k	+28%	1.4k	10.84	View chart
Vanguard International High Yield Dividend Index Equity (VYMI)	0.0	$14k	NEW	151.00	94.33	View chart
Goldman Sachs ActiveBeta US LgCp Eq ETF Equity (GSLC)	0.0	$13k	NEW	106.00	125.12	View chart
Principal Financial Group Equity (PFG)	0.0	$13k		139.00	90.24	View chart
Intel Corp Equity (INTC)	0.0	$12k		272.00	44.13	View chart
Metaplanet Equity (MTPLF)	0.0	$12k		6.4k	1.85	View chart
Vanguard Total International Stock ETF Equity (VXUS)	0.0	$12k		153.00	77.19	View chart
Twenty One Capital Equity (XXI)	0.0	$11k		1.8k	6.40	View chart
Super Micro Computer Equity (SMCI)	0.0	$11k		500.00	22.77	View chart
IShares Core MSCI Emerging Markets Equity (IEMG)	0.0	$11k	NEW	159.00	69.75	View chart
Intuitive Surgical Equity (ISRG)	0.0	$11k		24.00	460.96	View chart
Dollar Tree Equity (DLTR)	0.0	$11k		100.00	109.51	View chart
Disney Walt Company Equity (DIS)	0.0	$11k		112.00	96.92	View chart
Ishares Broad Usd Hg Yld Equity (USHY)	0.0	$9.9k	NEW	270.00	36.84	View chart
Nestle SA Equity (NSRGY)	0.0	$9.9k		100.00	99.10	View chart
UiPath Equity (PATH)	0.0	$9.8k		879.00	11.10	View chart
United Parcel Service B Equity (UPS)	0.0	$9.7k		98.00	99.28	View chart
iShares JP Morgan USD Em Mkts Bd ETF Equity (EMB)	0.0	$9.7k	NEW	103.00	93.92	View chart
Fuji Photo Film Equity	0.0	$9.0k		948.00	9.53	View chart
First Community Corp S C Equity (FCCO)	0.0	$8.7k		298.00	29.27	View chart
Merck & Co Equity (MRK)	0.0	$8.7k		72.00	120.42	View chart
L3Harris Technologies Equity (LHX)	0.0	$8.7k		25.00	346.32	View chart
Vanguard Value ETF Equity (VTV)	0.0	$8.6k	+437%	43.00	199.47	View chart
Brinker International Equity (EAT)	0.0	$7.3k		51.00	143.84	View chart
Anheuser-Busch Cos Equity (BUD)	0.0	$6.9k		100.00	69.37	View chart
Harbor Commodity All-Weather StrategyETF Equity (HGER)	0.0	$6.8k	NEW	218.00	31.01	View chart
Viking Therapeutics Equity (VKTX)	0.0	$6.5k		200.00	32.54	View chart
Southern Equity (SO)	0.0	$6.1k		63.00	97.44	View chart
General Mills Equity (GIS)	0.0	$5.9k		158.00	37.42	View chart
Automatic Data Equity (ADP)	0.0	$5.5k		27.00	205.33	View chart
Invesco Optm Yd Dvrs Cdty Stra No K1 ETF Equity (PDBC)	0.0	$5.1k	NEW	292.00	17.32	View chart
Paypal Holdings Inco Equity (PYPL)	0.0	$5.0k		110.00	45.47	View chart
Quanta Services Equity (PWR)	0.0	$5.0k	-81%	9.00	551.22	View chart
Chipotle Mexican Grlll Equity (CMG)	0.0	$4.8k		150.00	32.01	View chart
Vanguard Mortgage Backed Equity (VMBS)	0.0	$4.7k	NEW	101.00	46.94	View chart
Aflac Equity (AFL)	0.0	$4.5k	+2%	41.00	109.95	View chart
Cerus Corp Equity (CERS)	0.0	$4.4k		2.4k	1.82	View chart
GE Healthcare Technologies Equity (GEHC)	0.0	$4.3k	NEW	60.00	71.17	View chart
Costco Whsl Corp Equity (COST)	0.0	$4.0k		4.00	1002.75	View chart
SPDR Technology Selector ETF Equity (XLK)	0.0	$4.0k	NEW	30.00	132.90	View chart
Chubb Corporation Equity (CB)	0.0	$4.0k		12.00	330.17	View chart
General Motors Corp Equity (GM)	0.0	$3.9k		52.00	75.73	View chart
Global Payments Equity (GPN)	0.0	$3.8k		55.00	68.40	View chart
Illinois Tool Works Equity (ITW)	0.0	$3.5k		13.00	268.46	View chart
Dollar Gen Corp Equity (DG)	0.0	$3.4k		28.00	120.07	View chart
Norfolk Southern Equity (NSC)	0.0	$3.2k		11.00	294.09	View chart
AMN Healthcare Services Equity (AMN)	0.0	$3.2k	+133%	175.00	18.34	View chart
F N B Corporation Equity (FNB)	0.0	$3.2k		190.00	16.72	View chart
Blackrock Equity	0.0	$3.0k		3.00	992.67	View chart
Green Dot Corp Equity (GDOT)	0.0	$3.0k		264.00	11.22	View chart
Smarter Web Company Equity (TSWCF)	0.0	$2.9k		7.9k	0.37	View chart
iShares Global 100 ETF Equity (IOO)	0.0	$2.8k		23.00	120.96	View chart
Accenture Equity (ACN)	0.0	$2.8k		14.00	198.29	View chart
Carnival Corp Equity (CCL)	0.0	$2.8k	-32%	106.00	26.11	View chart
Nextera Energy Equity (NEE)	0.0	$2.6k	+3%	28.00	92.93	View chart
Globalstar Equity	0.0	$2.6k		39.00	66.41	View chart
S & P Global Equity (SPGI)	0.0	$2.6k		6.00	429.50	View chart
Mc Donalds Corp Equity (MCD)	0.0	$2.6k		8.00	319.88	View chart
Bristol-Myers Squibb Equity (BMY)	0.0	$2.4k		39.00	61.44	View chart
Host Hotels & Resorts Equity (HST)	0.0	$2.3k		122.00	19.16	View chart
eXp World Holdings Equity (EXPI)	0.0	$2.3k		386.00	5.99	View chart
Trade Desk Equity (TTD)	0.0	$2.3k		100.00	22.69	View chart
Ww Grainger Equity (GWW)	0.0	$2.2k		2.00	1102.50	View chart
Paychex Equity (PAYX)	0.0	$2.1k		22.00	96.09	View chart
Cochlear Equity (CHEOY)	0.0	$2.1k	-50%	35.00	59.00	View chart
Ishares MSCI EAFE Equity (EFA)	0.0	$2.0k		20.00	101.20	View chart
Norwegian Cruise Line Equity (NCLH)	0.0	$1.9k		100.00	18.70	View chart
Fifth Third Bancorp Equity (FITB)	0.0	$1.7k		36.00	47.67	View chart
MasterBrand Equity (MBC)	0.0	$1.7k		200.00	8.31	View chart
Vanguard Extended Market ETF Equity (VXF)	0.0	$1.7k		8.00	206.38	View chart
Belgravia Hartford Capital Equity (BLGVF)	0.0	$1.6k		90k	0.02	View chart
Target Corp Equity (TGT)	0.0	$1.5k		12.00	128.08	View chart
Factset Research Sys Equity (FDS)	0.0	$1.3k		6.00	220.83	View chart
Colgate-Palmolive Equity (CL)	0.0	$1.3k		15.00	87.80	View chart
Ventas Equity (VTR)	0.0	$1.2k		14.00	84.64	View chart
Vanguard Aggregate Bond ETF Equity (BND)	0.0	$1.1k	-73%	15.00	73.60	View chart
Ford Motor Company Equity (F)	0.0	$1.1k		93.00	11.66	View chart
Trump Media and Technology Equity (DJT)	0.0	$917.997300		99.00	9.27	View chart
V2X Inc COM USD0.01 Equity (VVX)	0.0	$889.999500		13.00	68.46	View chart
Marriott Vacations Worldwide Corp Equity (VAC)	0.0	$856.000600		13.00	65.85	View chart
Rivian Automotive Equity (RIVN)	0.0	$752.000000		50.00	15.04	View chart
D-Wave Quantum Inc. COM USD0.0001 Equity (QBTS)	0.0	$590.998600		41.00	14.41	View chart
Celsius Holdings Equity (CELH)	0.0	$532.000500		15.00	35.47	View chart
Core AI Holdings Equity (CHAI)	0.0	$514.998000	NEW	510.00	1.01	View chart
GrabAGun Digital Holdings Equity (PEW)	0.0	$451.005000		150.00	3.01	View chart
Aib Group Plc Ordf Equity (AIBRF)	0.0	$416.000000		40.00	10.40	View chart
Wabtec Equity (WAB)	0.0	$251.000000		1.00	251.00	View chart
Toronto Dominion Bank Equity (TD)	0.0	$186.000000		2.00	93.00	View chart
Lucid Group Equity	0.0	$66.000200		7.00	9.43	View chart
Alpha Healthcare Acquisition Corp Equity (HUMA)	0.0	$10.000800		18.00	0.56	View chart
Equifax Equity (EFX)	0.0	$0	NEW	0	0.00	View chart
Fedex Corporation Equity (FDX)	0.0	$0	NEW	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 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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