HoldingsChannel.com
Burt Wealth Advisors Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
INDEXIQ ETF TR (AGGP) 1,795,586 +50,163 $35,005
     AGGP1,795,586+50,163$35,005
ISHARES TR (EFAV) 452,560 +1,047 $32,874
     EFAV452,560+1,047$32,874
SPDR S&P 500 ETF TR (SPY) 69,429 -1,041 $20,343
     SPY69,429-1,041$20,343
ISHARES TR (MTUM) 168,392 -1,610 $19,971
     MTUM168,392-1,610$19,971
VANGUARD INTL EQUITY INDEX F (VWO) 418,926 +1,762 $17,817
     VWO418,926+1,762$17,817
SCHWAB STRATEGIC TR 245,540 +2,794 $13,826
     SCHP245,540+2,794$13,826
ISHARES INC (FM) 407,473 +5,879 $12,069
     FM407,473+5,879$12,069
SCHWAB STRATEGIC TR 143,877 +965 $10,284
     SCHA143,877+965$10,284
SCHWAB STRATEGIC TR 76,526 +6,945 $5,371
     SCHX76,526+6,945$5,371
UNITEDHEALTH GROUP INC 19,908 UNCH $4,858
     UNH19,908UNCH$4,858
VANGUARD CHARLOTTE FDS (BNDX) 52,529 -32 $3,010
     BNDX52,529-32$3,010
SCHWAB STRATEGIC TR 55,414 +5,704 $2,167
     FNDX55,414+5,704$2,167
MICROSOFT CORP 13,012 UNCH $1,743
     MSFT13,012UNCH$1,743
ISHARES TR (AOR) 37,674 -346 $1,734
     AOR37,674-346$1,734
JOHNSON & JOHNSON 12,423 -439 $1,730
     JNJ12,423-439$1,730
APPLE INC 8,455 UNCH $1,673
     AAPL8,455UNCH$1,673
SSGA ACTIVE ETF TR (GAL) 40,166 UNCH $1,538
     GAL40,166UNCH$1,538
BERKSHIRE HATHAWAY INC DEL      $1,224
     BRK.B5,740UNCH$1,224
NIKE INC 14,534 UNCH $1,220
     NKE14,534UNCH$1,220
VANGUARD MUN BD FD INC (VTEB) 19,230 +12,830 $1,021
     VTEB19,230+12,830$1,021
EXXON MOBIL CORP 13,297 -475 $1,019
     XOM13,297-475$1,019
AMAZON COM INC 492 UNCH $932
     AMZN492UNCH$932
PIMCO ETF TR (HYS) 8,460 -265 $849
     HYS8,460-265$849
SPDR SERIES TRUST (TFI) 16,888 UNCH $847
     TFI16,888UNCH$847
MARRIOTT INTL INC NEW 5,988 -256 $840
     MAR5,988-256$840
PROCTER AND GAMBLE CO 6,688 -182 $733
     PG6,688-182$733
INVESCO EXCHNG TRADED FD TR (IDLV) 21,077 +164 $713
     IDLV21,077+164$713
INTERNATIONAL BUSINESS MACHS 4,971 +4 $685
     IBM4,971+4$685
DISNEY WALT CO 4,889 -300 $683
     DIS4,889-300$683
ISHARES TR (IWP) 4,767 -30 $680
     IWP4,767-30$680
CSX CORP 8,641 -238 $669
     CSX8,641-238$669
VANGUARD INDEX FDS (VB) 4,097 -22 $642
     VB4,097-22$642
UNION PACIFIC CORP 3,734 UNCH $631
     UNP3,734UNCH$631
US BANCORP DEL 11,738 -35 $615
     USB11,738-35$615
3M CO 3,304 UNCH $573
     MMM3,304UNCH$573
PFIZER INC 12,306 +6 $533
     PFE12,306+6$533
AMGEN INC 2,840 UNCH $523
     AMGN2,840UNCH$523
SCHWAB STRATEGIC TR 6,250 +30 $520
     SCHG6,250+30$520
WEST PHARMACEUTICAL SVSC INC 4,128 UNCH $517
     WST4,128UNCH$517
SCHWAB STRATEGIC TR 19,139 +157 $502
     SCHE19,139+157$502
ISHARES TR (IUSG) 7,910 UNCH $496
     IUSG7,910UNCH$496
JPMORGAN CHASE & CO 4,145 -40 $463
     JPM4,145-40$463
SPDR SERIES TRUST (MDYV) 9,015 -133 $463
     MDYV9,015-133$463
SCHWAB STRATEGIC TR 8,564 +193 $454
     SCHZ8,564+193$454
ISHARES TR (ITOT) 6,350 UNCH $423
     ITOT6,350UNCH$423
LILLY ELI & CO 3,680 UNCH $408
     LLY3,680UNCH$408
ISHARES TR (IUSB) 7,690 +92 $397
     IUSB7,690+92$397
GENERAL ELECTRIC CO 37,215 -755 $391
     GE37,215-755$391
ADVISORSHARES TR (MINC) 8,010 -250 $388
     MINC8,010-250$388
PIMCO ETF TR (BOND) 3,591 UNCH $386
     BOND3,591UNCH$386

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 06/30/2019: $228,168
At 03/31/2019: $221,620

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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