HoldingsChannel.com
Burt Wealth Advisors Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
INDEXIQ ETF TR (AGGP) 1,811,193 +15,607 $35,671
     AGGP1,811,193+15,607$35,671
ISHARES TR (EFAV) 452,171 -389 $33,135
     EFAV452,171-389$33,135
SPDR S&P 500 ETF TR (SPY) 68,067 -1,362 $20,200
     SPY68,067-1,362$20,200
ISHARES TR (MTUM) 167,205 -1,187 $19,939
     MTUM167,205-1,187$19,939
VANGUARD INTL EQUITY INDEX F (VWO) 409,196 -9,730 $16,474
     VWO409,196-9,730$16,474
WORLD GOLD TR 969,444 +969,444 $14,251
     GLDM969,444+969,444$14,251
SCHWAB STRATEGIC TR 248,471 +2,931 $14,103
     SCHP248,471+2,931$14,103
ISHARES INC (FM) 401,206 -6,267 $11,290
     FM401,206-6,267$11,290
SCHWAB STRATEGIC TR 141,285 -2,592 $9,852
     SCHA141,285-2,592$9,852
SCHWAB STRATEGIC TR 81,586 +5,060 $5,787
     SCHX81,586+5,060$5,787
UNITEDHEALTH GROUP INC 19,908 UNCH $4,326
     UNH19,908UNCH$4,326
VANGUARD CHARLOTTE FDS (BNDX) 51,903 -626 $3,053
     BNDX51,903-626$3,053
MIDLAND STS BANCORP INC ILL 93,096 +93,096 $2,425
     MSBI93,096+93,096$2,425
SCHWAB STRATEGIC TR 58,656 +3,242 $2,320
     FNDX58,656+3,242$2,320
APPLE INC 8,805 +350 $1,972
     AAPL8,805+350$1,972
MICROSOFT CORP 13,224 +212 $1,839
     MSFT13,224+212$1,839
ISHARES TR (AOR) 37,742 +68 $1,738
     AOR37,742+68$1,738
JOHNSON & JOHNSON 12,423 UNCH $1,607
     JNJ12,423UNCH$1,607
SSGA ACTIVE ETF TR (GAL) 40,207 +41 $1,551
     GAL40,207+41$1,551
NIKE INC 14,534 UNCH $1,365
     NKE14,534UNCH$1,365
BERKSHIRE HATHAWAY INC DEL      $1,188
     BRK.B5,711-29$1,188
VANGUARD MUN BD FD INC (VTEB) 20,530 +1,300 $1,101
     VTEB20,530+1,300$1,101
EXXON MOBIL CORP 12,640 -657 $893
     XOM12,640-657$893
SPDR SERIES TRUST (TFI) 16,888 UNCH $856
     TFI16,888UNCH$856
AMAZON COM INC 489 -3 $849
     AMZN489-3$849
PROCTER & GAMBLE CO 6,688 UNCH $832
     PG6,688UNCH$832
PIMCO ETF TR (HYS) 8,325 -135 $830
     HYS8,325-135$830
MARRIOTT INTL INC NEW 5,988 UNCH $745
     MAR5,988UNCH$745
INTERNATIONAL BUSINESS MACHS 4,959 -12 $721
     IBM4,959-12$721
INVESCO EXCHNG TRADED FD TR (IDLV) 20,837 -240 $712
     IDLV20,837-240$712
DISNEY WALT CO 4,889 UNCH $637
     DIS4,889UNCH$637
VANGUARD INDEX FDS (VB) 4,097 UNCH $630
     VB4,097UNCH$630
US BANCORP DEL 11,288 -450 $625
     USB11,288-450$625
UNION PACIFIC CORP 3,734 UNCH $605
     UNP3,734UNCH$605
WEST PHARMACEUTICAL SVSC INC 4,128 UNCH $585
     WST4,128UNCH$585
ISHARES TR (IWP) 4,117 -650 $582
     IWP4,117-650$582
3M CO 3,304 UNCH $543
     MMM3,304UNCH$543
SCHWAB STRATEGIC TR 6,250 UNCH $525
     SCHG6,250UNCH$525
CSX CORP 7,541 -1,100 $522
     CSX7,541-1,100$522
AMGEN INC 2,665 -175 $516
     AMGN2,665-175$516
ISHARES TR (IUSG) 7,850 -60 $494
     IUSG7,850-60$494
JPMORGAN CHASE & CO 4,145 UNCH $488
     JPM4,145UNCH$488
PFIZER INC 12,708 +402 $457
     PFE12,708+402$457
SCHWAB STRATEGIC TR 17,724 -1,415 $445
     SCHE17,724-1,415$445
SCHWAB STRATEGIC TR 8,095 -469 $436
     SCHZ8,095-469$436
ISHARES TR (ITOT) 6,350 UNCH $426
     ITOT6,350UNCH$426
LILLY ELI & CO 3,680 UNCH $412
     LLY3,680UNCH$412
SPDR SERIES TRUST (MDYV) 7,693 -1,322 $395
     MDYV7,693-1,322$395
PIMCO ETF TR (BOND) 3,591 UNCH $391
     BOND3,591UNCH$391
ADVISORSHARES TR (MINC) 8,010 UNCH $389
     MINC8,010UNCH$389

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 09/30/2019: $242,914
At 06/30/2019: $228,168

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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