Burt Wealth Advisors

Latest statistics and disclosures from Burt Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Burt Wealth Advisors

Companies in the Burt Wealth Advisors portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Eafe Min Vl (EFAV) 13.1 $40M +3% 520k 76.77
Caci Intl Cl A (CACI) 11.0 $34M +10% 125k 269.21
Ishares Tr Msci Usa Mmentm (MTUM) 10.0 $31M 169k 181.82
Vanguard Bd Index Fds Intermed Term (BIV) 9.6 $29M -11% 335k 87.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.3 $26M -6% 54k 474.96
Schwab Strategic Tr Us Tips Etf (SCHP) 5.9 $18M +6% 286k 62.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.9 $15M +5% 132k 113.82
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.9 $15M 146k 102.40
Ishares Tr Blackrock Ultra (ICSH) 4.0 $12M +2% 244k 50.39
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 3.7 $11M +10% 192k 58.61
UnitedHealth (UNH) 3.0 $9.3M 19k 502.16
Ishares Tr National Mun Etf (MUB) 2.1 $6.4M +47% 55k 116.28
Microsoft Corporation (MSFT) 1.3 $4.0M 12k 336.34
Ishares Msci Em Asia Etf (EEMA) 1.1 $3.4M NEW 41k 82.04

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Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $3.3M +255% 61k 53.89
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.0 $3.0M NEW 58k 51.68
Ishares Tr Grwt Allocat Etf (AOR) 0.9 $2.9M +4% 51k 57.08
Ishares Tr Core Msci Total (IXUS) 0.9 $2.6M +175% 37k 70.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.9M +11% 35k 54.90
Johnson & Johnson (JNJ) 0.6 $1.8M 11k 171.11
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.4M 18k 74.62
Ishares Msci Emerg Mrkt (EEMV) 0.4 $1.1M -56% 18k 62.84
Procter & Gamble Company (PG) 0.4 $1.1M 6.7k 163.51
Ishares Tr Msci Gbl Multifc (ACWF) 0.3 $1.1M NEW 27k 39.19
Marriott Intl Cl A (MAR) 0.3 $989k 6.0k 165.16
Vanguard Index Fds Small Cp Etf (VB) 0.3 $971k 4.3k 226.08
Ishares Tr Core Intl Aggr (IAGG) 0.3 $954k -82% 18k 54.52
Union Pacific Corporation (UNP) 0.3 $941k 3.7k 252.01
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $876k 5.4k 163.74
Eli Lilly & Co. (LLY) 0.3 $860k 3.1k 276.26
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $858k 7.4k 115.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $856k 16k 55.17
JPMorgan Chase & Co. (JPM) 0.3 $855k 5.4k 158.42
Exxon Mobil Corporation (XOM) 0.3 $839k +2% 14k 61.22
Nike CL B (NKE) 0.3 $831k 5.0k 166.70
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.3 $796k +25% 12k 68.25
Alphabet Cap Stk Cl A (GOOGL) 0.3 $785k 271.00 2896.68
Pfizer (PFE) 0.2 $754k 13k 59.06
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $739k 6.4k 115.63
Walt Disney Company (DIS) 0.2 $695k 4.5k 154.93
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $679k 6.4k 106.93
CSX Corporation (CSX) 0.2 $672k 18k 37.59
International Business Machines (IBM) 0.2 $619k 4.6k 133.72
Us Bancorp Del Com New (USB) 0.2 $607k 11k 56.16
Home Depot (HD) 0.2 $568k 1.4k 414.90
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $548k 11k 51.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $490k 9.9k 49.43
General Electric Com New (GE) 0.2 $488k 5.2k 94.54
Ishares Tr Conv Bd Etf (ICVT) 0.2 $472k +3% 5.3k 89.26
Alphabet Cap Stk Cl C (GOOG) 0.2 $465k 161.00 2888.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $443k -2% 1.4k 305.73
Wal-Mart Stores (WMT) 0.1 $441k 3.0k 144.64
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $441k 4.0k 110.25
Pepsi (PEP) 0.1 $439k 2.5k 173.72
Advisorshares Tr Newflt Mulsinc (MINC) 0.1 $427k +24% 8.8k 48.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $422k -7% 967.00 436.40
Pimco Etf Tr 0-5 High Yield (HYS) 0.1 $400k +2% 4.0k 99.13
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $393k 3.6k 109.44
Ishares Tr Core Total Usd (IUSB) 0.1 $392k 7.4k 52.90
3M Company (MMM) 0.1 $383k 2.2k 177.73
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $371k -6% 5.2k 71.20
Visa Com Cl A (V) 0.1 $366k 1.7k 216.95
Merck & Co (MRK) 0.1 $357k 4.7k 76.66
Bristol Myers Squibb (BMY) 0.1 $357k -10% 5.7k 62.43
Abbvie (ABBV) 0.1 $353k 2.6k 135.30
Verizon Communications (VZ) 0.1 $339k 6.5k 52.03
Cisco Systems (CSCO) 0.1 $328k 5.2k 63.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $317k 2.8k 113.01
Ishares Tr Russell 3000 Etf (IWV) 0.1 $312k -2% 1.1k 277.58
Equifax (EFX) 0.1 $305k 1.0k 292.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $296k -20% 1.2k 241.63
Oracle Corporation (ORCL) 0.1 $293k 3.4k 87.31
Diageo Spon Adr New (DEO) 0.1 $285k 1.3k 219.91
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.1 $277k -14% 2.8k 99.28
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $277k 2.3k 122.51
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $272k 525.00 518.10
Danaher Corporation (DHR) 0.1 $270k 822.00 328.47
State Street Corporation (STT) 0.1 $270k 2.9k 93.10
SYSCO Corporation (SYY) 0.1 $267k 3.4k 78.53
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $259k 1.5k 171.86
Canadian Natl Ry (CNI) 0.1 $258k 2.1k 123.09
Wells Fargo & Company (WFC) 0.1 $243k 5.1k 47.93
Norfolk Southern (NSC) 0.1 $238k NEW 800.00 297.50
Charter Communications Inc N Cl A (CHTR) 0.1 $233k 358.00 650.84
Intel Corporation (INTC) 0.1 $231k 4.5k 51.45
PNC Financial Services (PNC) 0.1 $230k 1.1k 200.87
Truist Financial Corp equities (TFC) 0.1 $227k 3.9k 58.64
McDonald's Corporation (MCD) 0.1 $218k NEW 813.00 268.14
Comcast Corp Cl A (CMCSA) 0.1 $216k 4.3k 50.26
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $211k -2% 2.6k 81.62
McKesson Corporation (MCK) 0.1 $202k NEW 813.00 248.46

Past Filings by Burt Wealth Advisors

SEC 13F filings are viewable for Burt Wealth Advisors going back to 2014

View all past filings