HoldingsChannel.com
Burt Wealth Advisors Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
INDEXIQ ETF TR (AGGP) 1,830,360 +19,167 $36,131
     AGGP1,830,360+19,167$36,131
ISHARES TR (EFAV) 454,371 +2,200 $33,869
     EFAV454,371+2,200$33,869
SPDR S&P 500 ETF TR (SPY) 66,552 -1,515 $21,420
     SPY66,552-1,515$21,420
ISHARES TR (MTUM) 170,433 +3,228 $21,400
     MTUM170,433+3,228$21,400
ISHARES INC (EEMV) 278,382 +277,137 $16,330
     EEMV278,382+277,137$16,330
WORLD GOLD TR 1,000,669 +31,225 $15,150
     GLDM1,000,669+31,225$15,150
SCHWAB STRATEGIC TR 252,385 +3,914 $14,293
     SCHP252,385+3,914$14,293
ISHARES INC (FM) 393,198 -8,008 $11,934
     FM393,198-8,008$11,934
SCHWAB STRATEGIC TR 142,975 +1,690 $10,815
     SCHA142,975+1,690$10,815
SCHWAB STRATEGIC TR 88,063 +6,477 $6,764
     SCHX88,063+6,477$6,764
UNITEDHEALTH GROUP INC 19,770 -138 $5,812
     UNH19,770-138$5,812
SCHWAB STRATEGIC TR 73,820 +15,164 $3,151
     FNDX73,820+15,164$3,151
VANGUARD CHARLOTTE FDS (BNDX) 52,168 +265 $2,952
     BNDX52,168+265$2,952
APPLE INC 8,669 -136 $2,546
     AAPL8,669-136$2,546
MICROSOFT CORP 13,068 -156 $2,061
     MSFT13,068-156$2,061
JOHNSON & JOHNSON 12,485 +62 $1,821
     JNJ12,485+62$1,821
MIDLAND STS BANCORP INC ILL 62,713 -30,383 $1,816
     MSBI62,713-30,383$1,816
VANGUARD INTL EQUITY INDEX F (VWO) 40,842 -368,354 $1,816
     VWO40,842-368,354$1,816
PIMCO ETF TR (HYS) 17,058 +8,733 $1,701
     HYS17,058+8,733$1,701
ISHARES TR (AOR) 34,550 -3,192 $1,653
     AOR34,550-3,192$1,653
SSGA ACTIVE ETF TR (GAL) 40,238 +31 $1,612
     GAL40,238+31$1,612
NIKE INC 14,534 UNCH $1,472
     NKE14,534UNCH$1,472
BERKSHIRE HATHAWAY INC DEL      $1,294
     BRK.B5,711UNCH$1,294
VANGUARD MUN BD FD INC (VTEB) 21,830 +1,300 $1,169
     VTEB21,830+1,300$1,169
MARRIOTT INTL INC NEW 5,988 UNCH $907
     MAR5,988UNCH$907
AMAZON COM INC 489 UNCH $904
     AMZN489UNCH$904
EXXON MOBIL CORP 12,440 -200 $868
     XOM12,440-200$868
SPDR SERIES TRUST (TFI) 16,888 UNCH $854
     TFI16,888UNCH$854
PROCTER & GAMBLE CO 6,688 UNCH $835
     PG6,688UNCH$835
DISNEY WALT CO 4,814 -75 $696
     DIS4,814-75$696
INVESCO EXCHNG TRADED FD TR (IDLV) 20,247 -590 $691
     IDLV20,247-590$691
VANGUARD INDEX FDS (VB) 4,097 UNCH $679
     VB4,097UNCH$679
UNION PACIFIC CORP 3,734 UNCH $675
     UNP3,734UNCH$675
INTERNATIONAL BUSINESS MACHS 4,923 -36 $660
     IBM4,923-36$660
AMGEN INC 2,665 UNCH $642
     AMGN2,665UNCH$642
ISHARES TR (IWP) 4,117 UNCH $628
     IWP4,117UNCH$628
WEST PHARMACEUTICAL SVSC INC 4,128 UNCH $621
     WST4,128UNCH$621
SCHWAB STRATEGIC TR 6,250 UNCH $581
     SCHG6,250UNCH$581
JPMORGAN CHASE & CO 4,052 -93 $565
     JPM4,052-93$565
CSX CORP 7,439 -102 $538
     CSX7,439-102$538
ISHARES TR (IUSG) 7,850 UNCH $531
     IUSG7,850UNCH$531
PFIZER INC 12,691 -17 $497
     PFE12,691-17$497
LILLY ELI & CO 3,630 -50 $477
     LLY3,630-50$477
ISHARES TR (ITOT) 6,350 UNCH $462
     ITOT6,350UNCH$462
GENERAL ELECTRIC CO 40,063 -2,279 $447
     GE40,063-2,279$447
BRISTOL MYERS SQUIBB CO      $409
     BMY6,362+445$408
     RIGHT 99 99 9999445+445$1
SPDR SERIES TRUST (MDYV) 7,416 -277 $406
     MDYV7,416-277$406
3M CO 2,290 -1,014 $404
     MMM2,290-1,014$404
ISHARES TR (IUSB) 7,502 +212 $391
     IUSB7,502+212$391
PIMCO ETF TR (BOND) 3,591 UNCH $387
     BOND3,591UNCH$387

See Full List: All Stocks Held By Burt Wealth Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Burt Wealth Advisors

Size ($ in 1000's)
At 12/31/2019: $256,272
At 09/30/2019: $242,914

Burt Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Burt Wealth Advisors 13F filings. Link to 13F filings: SEC filings

Burt Wealth Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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