HoldingsChannel.com
Burt Wealth Advisors Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
INDEXIQ ETF TR (AGGP) 1,881,181 +50,821 $37,558
     AGGP1,881,181+50,821$37,558
ISHARES TR (EFAV) 446,839 -7,532 $27,726
     EFAV446,839-7,532$27,726
ISHARES TR (MTUM) 168,631 -1,802 $17,956
     MTUM168,631-1,802$17,956
SPDR S&P 500 ETF TR (SPY) 65,275 -1,277 $16,825
     SPY65,275-1,277$16,825
WORLD GOLD TR 1,053,309 +52,640 $16,558
     GLDM1,053,309+52,640$16,558
SCHWAB STRATEGIC TR 255,867 +3,482 $14,715
     SCHP255,867+3,482$14,715
ISHARES INC (EEMV) 266,501 -11,881 $12,504
     EEMV266,501-11,881$12,504
ISHARES INC (FM) 359,275 -33,923 $7,671
     FM359,275-33,923$7,671
SCHWAB STRATEGIC TR 138,963 -4,012 $7,159
     SCHA138,963-4,012$7,159
SCHWAB STRATEGIC TR 91,721 +3,658 $5,618
     SCHX91,721+3,658$5,618
UNITEDHEALTH GROUP INC 19,654 -116 $4,901
     UNH19,654-116$4,901
VANGUARD CHARLOTTE FDS (BNDX) 52,368 +200 $2,946
     BNDX52,368+200$2,946
SCHWAB STRATEGIC TR 90,389 +16,569 $2,832
     FNDX90,389+16,569$2,832
APPLE INC 8,470 -199 $2,154
     AAPL8,470-199$2,154
MICROSOFT CORP 12,689 -379 $2,001
     MSFT12,689-379$2,001
ISHARES TR (AOR) 42,706 +8,156 $1,767
     AOR42,706+8,156$1,767
ISHARES TR (IEFA) 29,318 +27,957 $1,463
     IEFA29,318+27,957$1,463
JOHNSON & JOHNSON 11,049 -1,436 $1,449
     JNJ11,049-1,436$1,449
ISHARES TR (IXUS) 27,587 +26,825 $1,297
     IXUS27,587+26,825$1,297
INVESCO EXCHANGE TRADED FD T (EELV) 73,914 +73,914 $1,295
     EELV73,914+73,914$1,295
MIDLAND STS BANCORP INC ILL 72,370 +9,657 $1,266
     MSBI72,370+9,657$1,266
VANGUARD MUN BD FD INC (VTEB) 23,859 +2,029 $1,262
     VTEB23,859+2,029$1,262
BERKSHIRE HATHAWAY INC DEL      $1,044
     BRK.B5,711UNCH$1,044
AMAZON COM INC 494 +5 $963
     AMZN494+5$963
PROCTER & GAMBLE CO 6,688 UNCH $736
     PG6,688UNCH$736
INVESCO EXCHANGE TRADED FD T (PRF) 7,878 +7,878 $728
     PRF7,878+7,878$728
INVESCO EXCHANGE TRADED FD T (IDLV) 27,670 +7,423 $727
     IDLV27,670+7,423$727
INTERNATIONAL BUSINESS MACHS 4,927 +4 $547
     IBM4,927+4$547
UNION PAC CORP 3,789 +55 $534
     UNP3,789+55$534
ISHARES TR (JKI) 4,985 +4,985 $533
     JKI4,985+4,985$533
SPDR SER TR (TFI) 10,596 -6,292 $530
     TFI10,596-6,292$530
PIMCO ETF TR (HYS) 6,160 -10,898 $528
     HYS6,160-10,898$528
AMGEN INC 2,565 -100 $520
     AMGN2,565-100$520
VANGUARD INDEX FDS (VB) 4,409 +312 $509
     VB4,409+312$509
ISHARES TR (IWP) 4,117 UNCH $501
     IWP4,117UNCH$501
LILLY ELI & CO 3,555 -75 $493
     LLY3,555-75$493
DISNEY WALT CO 4,814 UNCH $465
     DIS4,814UNCH$465
SCHWAB STRATEGIC TR 5,807 -443 $463
     SCHG5,807-443$463
EXXON MOBIL CORP 11,936 -504 $453
     XOM11,936-504$453
ISHARES TR (IUSG) 7,850 UNCH $448
     IUSG7,850UNCH$448
MARRIOTT INTL INC NEW 5,988 UNCH $448
     MAR5,988UNCH$448
PFIZER INC 12,925 +234 $422
     PFE12,925+234$422
CSX CORP 7,264 -175 $416
     CSX7,264-175$416
NIKE INC 4,967 -9,567 $411
     NKE4,967-9,567$411
ISHARES TR (IUSB) 7,502 UNCH $394
     IUSB7,502UNCH$394
PIMCO ETF TR (BOND) 3,591 UNCH $381
     BOND3,591UNCH$381
JPMORGAN CHASE & CO 4,147 +95 $373
     JPM4,147+95$373
ISHARES TR (ITOT) 6,350 UNCH $363
     ITOT6,350UNCH$363
SCHWAB STRATEGIC TR 6,689 UNCH $363
     SCHZ6,689UNCH$363
BRISTOL MYERS SQUIBB CO      $357
     BMY6,362UNCH$355
     RIGHT 99 99 9999445UNCH$2

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 03/31/2020: $222,552
At 12/31/2019: $256,272

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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