Burt Wealth Advisors

Burt Wealth Advisors as of March 31, 2025

Portfolio Holdings for Burt Wealth Advisors

Burt Wealth Advisors holds 110 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
World Gold Tr Spdr Gld Minis (GLDM) 8.4 $34M 544k 61.89
Vanguard Bd Index Fds Intermed Term (BIV) 8.3 $33M 431k 76.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 8.0 $32M 1.5M 22.08
Caci Intl Cl A (CACI) 7.4 $30M 81k 366.92
Spdr Ser Tr Portfolio Intrmd (SPIB) 6.9 $27M 825k 33.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.3 $25M 45k 559.39
Ishares Tr Msci Eafe Min Vl (EFAV) 5.5 $22M 282k 77.92
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 4.9 $20M 646k 30.32
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 4.7 $19M 350k 53.31
Schwab Strategic Tr Fundamental Us L (FNDX) 3.8 $15M 640k 23.61
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.5 $14M 599k 23.43
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.4 $14M 133k 103.47
UnitedHealth (UNH) 2.1 $8.4M 16k 523.76
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.9 $7.5M 292k 25.54
Ishares Tr National Mun Etf (MUB) 1.8 $7.2M 68k 105.44
Apple (AAPL) 1.6 $6.2M 28k 222.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $4.8M 96k 49.62
Microsoft Corporation (MSFT) 1.1 $4.3M 11k 375.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $4.1M 82k 50.83
Ishares Tr Core Intl Aggr (IAGG) 1.0 $3.8M 77k 49.99
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.0 $3.8M 41k 92.53
Ishares Tr Core 60/40 Balan (AOR) 0.9 $3.7M 65k 57.57
Ishares Tr Core Msci Total (IXUS) 0.9 $3.6M 52k 69.81
Flexshares Tr Iboxx 3r Targt (TDTT) 0.8 $3.1M 129k 24.38
Amazon (AMZN) 0.6 $2.3M 12k 190.26
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.5 $2.2M 46k 47.95
Johnson & Johnson (JNJ) 0.5 $2.1M 13k 165.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.0M 4.0k 513.92
Eli Lilly & Co. (LLY) 0.5 $2.0M 2.4k 825.91
International Business Machines (IBM) 0.4 $1.5M 6.0k 248.66
Procter & Gamble Company (PG) 0.4 $1.5M 8.7k 170.42
JPMorgan Chase & Co. (JPM) 0.3 $1.4M 5.6k 245.30
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $1.3M 32k 40.41
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $1.2M 15k 78.28
Exxon Mobil Corporation (XOM) 0.3 $1.2M 9.7k 118.93
Marriott Intl Cl A (MAR) 0.3 $1.1M 4.7k 238.20
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.3 $1.1M 44k 25.22
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.3 $1.1M 15k 74.19
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $974k 42k 23.16
Ge Aerospace Com New (GE) 0.2 $974k 4.9k 200.14
Wal-Mart Stores (WMT) 0.2 $895k 10k 87.79
Amgen (AMGN) 0.2 $888k 2.9k 311.55
HEICO Corporation (HEI) 0.2 $830k 3.1k 267.19
Alphabet Cap Stk Cl A (GOOGL) 0.2 $821k 5.3k 154.64
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $813k 15k 54.02
Union Pacific Corporation (UNP) 0.2 $811k 3.4k 236.24
Ishares Msci Em Asia Etf (EEMA) 0.2 $791k 11k 74.07
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $774k 31k 25.04
Ishares Tr Core Total Usd (IUSB) 0.2 $758k 17k 46.08
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.2 $711k 30k 23.97
American Express Company (AXP) 0.2 $678k 2.5k 269.05
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.2 $649k 5.0k 129.47
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $643k 3.2k 202.13
Visa Com Cl A (V) 0.2 $632k 1.8k 350.46
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $619k 13k 47.60
Palantir Technologies Cl A (PLTR) 0.2 $616k 7.3k 84.40
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $604k 6.5k 92.47
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $600k 8.4k 71.43
Heico Corp Cl A (HEI.A) 0.1 $588k 2.8k 210.97
McKesson Corporation (MCK) 0.1 $549k 816.00 672.99
Ameriprise Financial (AMP) 0.1 $513k 1.1k 484.11
Alphabet Cap Stk Cl C (GOOG) 0.1 $496k 3.2k 156.24
Home Depot (HD) 0.1 $481k 1.3k 366.49
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $468k 12k 39.69
Oracle Corporation (ORCL) 0.1 $434k 3.1k 139.81
Ishares Tr Russell 3000 Etf (IWV) 0.1 $433k 1.4k 317.64
Pimco Etf Tr 0-5 High Yield (HYS) 0.1 $431k 4.6k 93.66
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $409k 8.4k 48.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $406k 9.0k 45.26
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $399k 7.7k 51.45
Abbvie (ABBV) 0.1 $391k 1.9k 209.57
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $391k 3.3k 117.49
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $389k 5.1k 77.05
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.1 $376k 7.4k 50.65
Ge Vernova (GEV) 0.1 $373k 1.2k 305.28
Equifax (EFX) 0.1 $370k 1.5k 243.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $368k 1.3k 274.84
Wells Fargo & Company (WFC) 0.1 $366k 5.1k 71.79
Ishares Tr Core Msci Eafe (IEFA) 0.1 $361k 4.8k 75.64
Cisco Systems (CSCO) 0.1 $353k 5.7k 61.71
Pfizer (PFE) 0.1 $351k 14k 25.34
Us Bancorp Del Com New (USB) 0.1 $341k 8.1k 42.22
American Electric Power Company (AEP) 0.1 $336k 3.1k 109.27
Merck & Co (MRK) 0.1 $335k 3.7k 89.76
Walt Disney Company (DIS) 0.1 $325k 3.3k 98.70
Ishares Tr Global Equity (GLOF) 0.1 $313k 7.3k 42.82
Nike CL B (NKE) 0.1 $311k 4.9k 63.48
Chevron Corporation (CVX) 0.1 $310k 1.9k 167.29
3M Company (MMM) 0.1 $306k 2.1k 146.86
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.1 $301k 12k 25.26
State Street Corporation (STT) 0.1 $295k 3.3k 89.53
Eagle Ban (EGBN) 0.1 $293k 14k 21.00
Bank of America Corporation (BAC) 0.1 $291k 7.0k 41.73
Discover Financial Services 0.1 $286k 1.7k 170.70
Ishares Msci Emerg Mrkt (EEMV) 0.1 $281k 4.8k 58.34
Bristol Myers Squibb (BMY) 0.1 $279k 4.6k 60.99
Pepsi (PEP) 0.1 $274k 1.8k 149.94
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $272k 5.8k 46.81
Abbott Laboratories (ABT) 0.1 $270k 2.0k 132.65
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $262k 5.7k 46.07
SYSCO Corporation (SYY) 0.1 $255k 3.4k 75.04
Select Sector Spdr Tr Technology (XLK) 0.1 $255k 1.2k 206.48
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $253k 6.2k 40.76
Flexshares Tr Cr Scd Us Bd (SKOR) 0.1 $253k 5.2k 48.33
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $247k 11k 21.53
Raytheon Technologies Corp (RTX) 0.1 $219k 1.7k 132.46
Booking Holdings (BKNG) 0.1 $212k 46.00 4606.91
PNC Financial Services (PNC) 0.1 $210k 1.2k 175.77
Gilead Sciences (GILD) 0.1 $202k 1.8k 112.05
Canadian Natl Ry (CNI) 0.1 $202k 2.1k 97.46