Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
CACI INTL INC | 83,726 | +44 | $31,718 |
CACI | 83,726 | +44 | $31,718 |
SCHWAB STRATEGIC TR | 468,979 | +20,205 | $29,105 |
SCHX | 468,979 | +20,205 | $29,105 |
SPDR S&P 500 ETF TR (SPY) | 52,906 | +4,205 | $27,674 |
SPY | 52,906 | +4,205 | $27,674 |
VANGUARD BD INDEX FDS (BIV) | 365,676 | +39,953 | $27,572 |
BIV | 365,676 | +39,953 | $27,572 |
WORLD GOLD TR | 596,264 | +37,391 | $26,265 |
GLDM | 596,264 | +37,391 | $26,265 |
SPDR SER TR (SPIB) | 776,859 | +45,990 | $25,396 |
SPIB | 776,859 | +45,990 | $25,396 |
INVESCO EXCH TRD SLF IDX FD | 393,945 | +37,505 | $21,758 |
OMFL | 393,945 | +37,505 | $21,758 |
ISHARES TR (EFAV) | 301,650 | +30,846 | $21,381 |
EFAV | 301,650 | +30,846 | $21,381 |
INVESCO EXCH TRADED FD TR II (IDLV) | 721,990 | +23,415 | $20,266 |
IDLV | 721,990 | +23,415 | $20,266 |
SCHWAB STRATEGIC TR | 324,543 | +21,498 | $15,980 |
SCHA | 324,543 | +21,498 | $15,980 |
SCHWAB STRATEGIC TR | 223,159 | +10,902 | $15,039 |
FNDX | 223,159 | +10,902 | $15,039 |
ISHARES TR (STIP) | 124,501 | +9,779 | $12,379 |
STIP | 124,501 | +9,779 | $12,379 |
UNITEDHEALTH GROUP INC | 17,325 | +276 | $8,571 |
UNH | 17,325 | +276 | $8,571 |
SPDR SER TR (SPAB) | 330,022 | +287 | $8,343 |
SPAB | 330,022 | +287 | $8,343 |
ISHARES TR (MUB) | 72,541 | +9,423 | $7,805 |
MUB | 72,541 | +9,423 | $7,805 |
APPLE INC | 37,365 | +8,427 | $6,407 |
AAPL | 37,365 | +8,427 | $6,407 |
VANGUARD MUN BD FDS (VTEB) | 100,571 | +632 | $5,089 |
VTEB | 100,571 | +632 | $5,089 |
MICROSOFT CORP | 11,810 | +267 | $4,969 |
MSFT | 11,810 | +267 | $4,969 |
ISHARES TR (IAGG) | 84,254 | -793 | $4,208 |
IAGG | 84,254 | -793 | $4,208 |
ISHARES TR (IXUS) | 59,135 | +6,829 | $4,013 |
IXUS | 59,135 | +6,829 | $4,013 |
ISHARES TR (AOR) | 66,576 | -801 | $3,706 |
AOR | 66,576 | -801 | $3,706 |
FLEXSHARES TR (TDTT) | 147,478 | -525 | $3,503 |
TDTT | 147,478 | -525 | $3,503 |
INVESCO EXCH TRADED FD TR II (SPMO) | 41,200 | UNCH | $3,305 |
SPMO | 41,200 | UNCH | $3,305 |
PACER FDS TR | 52,887 | +4,235 | $2,466 |
PALC | 52,887 | +4,235 | $2,466 |
JOHNSON & JOHNSON | 14,594 | +1,940 | $2,309 |
JNJ | 14,594 | +1,940 | $2,309 |
AMAZON COM INC | 12,320 | +1,458 | $2,222 |
AMZN | 12,320 | +1,458 | $2,222 |
ELI LILLY & CO | 2,645 | +226 | $2,058 |
LLY | 2,645 | +226 | $2,058 |
VANGUARD INDEX FDS (VOO) | 4,157 | UNCH | $1,998 |
VOO | 4,157 | UNCH | $1,998 |
EXXON MOBIL CORP | 13,150 | +1,225 | $1,529 |
XOM | 13,150 | +1,225 | $1,529 |
PROCTER AND GAMBLE CO | 8,954 | +275 | $1,453 |
PG | 8,954 | +275 | $1,453 |
VANGUARD BD INDEX FDS (BSV) | 17,024 | +15 | $1,305 |
BSV | 17,024 | +15 | $1,305 |
INVESCO EXCHANGE TRADED FD T (PRF) | 33,685 | +1,000 | $1,296 |
PRF | 33,685 | +1,000 | $1,296 |
HEICO CORP NEW | $1,282 | ||
HEI | 3,573 | +1 | $682 |
HEI.A | 3,900 | UNCH | $600 |
MARRIOTT INTL INC NEW | 4,894 | UNCH | $1,235 |
MAR | 4,894 | UNCH | $1,235 |
INTERNATIONAL BUSINESS MACHS | 6,225 | +226 | $1,189 |
IBM | 6,225 | +226 | $1,189 |
JPMORGAN CHASE & CO | 5,661 | +235 | $1,134 |
JPM | 5,661 | +235 | $1,134 |
ISHARES TR (IMCV) | 15,606 | +270 | $1,132 |
IMCV | 15,606 | +270 | $1,132 |
SERVICENOW INC | 1,460 | +1,460 | $1,113 |
NOW | 1,460 | +1,460 | $1,113 |
SPDR SER TR (HYMB) | 43,052 | -8,027 | $1,106 |
HYMB | 43,052 | -8,027 | $1,106 |
SCHWAB STRATEGIC TR | 23,439 | +128 | $1,078 |
SCHZ | 23,439 | +128 | $1,078 |
SCHWAB STRATEGIC TR | 10,033 | -58 | $930 |
SCHG | 10,033 | -58 | $930 |
PIMCO ETF TR (STPZ) | 16,812 | -663 | $866 |
STPZ | 16,812 | -663 | $866 |
GENERAL ELECTRIC CO | 4,849 | -102 | $851 |
GE | 4,849 | -102 | $851 |
AMGEN INC | 2,970 | +215 | $844 |
AMGN | 2,970 | +215 | $844 |
UNION PAC CORP | 3,432 | UNCH | $844 |
UNP | 3,432 | UNCH | $844 |
INDEXIQ ACTIVE ETF TR (MMIT) | 34,441 | UNCH | $840 |
MMIT | 34,441 | UNCH | $840 |
ISHARES TR (IUSB) | 18,147 | +455 | $827 |
IUSB | 18,147 | +455 | $827 |
MERCK & CO INC | 6,236 | +900 | $823 |
MRK | 6,236 | +900 | $823 |
ISHARES INC (EEMA) | 11,957 | -2,003 | $814 |
EEMA | 11,957 | -2,003 | $814 |
ALPHABET INC | 5,285 | +399 | $798 |
GOOGL | 5,285 | +399 | $798 |
See Full List: All Stocks Held By Burt Wealth Advisors
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
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See Details: Top 10 Stocks Held By Burt Wealth Advisors
Size ($ in 1000's)
At 03/31/2024: $394,361 At 12/31/2023: $350,326 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 |