HoldingsChannel.com
Burt Wealth Advisors Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
INDEXIQ ETF TR (AGGP) 1,887,257 +6,076 $37,604
     AGGP1,887,257+6,076$37,604
ISHARES TR (EFAV) 466,176 +19,337 $30,796
     EFAV466,176+19,337$30,796
ISHARES TR (MTUM) 170,181 +1,550 $22,294
     MTUM170,181+1,550$22,294
SPDR S&P 500 ETF TR (SPY) 65,103 -172 $20,075
     SPY65,103-172$20,075
WORLD GOLD TR 1,118,373 +65,064 $19,862
     GLDM1,118,373+65,064$19,862
SCHWAB STRATEGIC TR 254,942 -925 $15,302
     SCHP254,942-925$15,302
ISHARES INC (EEMV) 280,551 +14,050 $14,589
     EEMV280,551+14,050$14,589
SCHWAB STRATEGIC TR 147,296 +8,333 $9,624
     SCHA147,296+8,333$9,624
SCHWAB STRATEGIC TR 103,770 +12,049 $7,689
     SCHX103,770+12,049$7,689
UNITEDHEALTH GROUP INC 19,663 +9 $5,800
     UNH19,663+9$5,800
ISHARES INC (FM) 211,918 -147,357 $5,128
     FM211,918-147,357$5,128
SCHWAB STRATEGIC TR 134,289 +43,900 $4,947
     FNDX134,289+43,900$4,947
APPLE INC 8,442 -28 $3,080
     AAPL8,442-28$3,080
VANGUARD CHARLOTTE FDS (BNDX) 52,300 -68 $3,019
     BNDX52,300-68$3,019
MICROSOFT CORP 12,310 -379 $2,505
     MSFT12,310-379$2,505
ISHARES TR (AOR) 43,923 +1,217 $2,038
     AOR43,923+1,217$2,038
JOHNSON & JOHNSON 11,064 +15 $1,556
     JNJ11,064+15$1,556
AMAZON COM INC 491 -3 $1,355
     AMZN491-3$1,355
VANGUARD MUN BD FDS (VTEB) 23,859 UNCH $1,292
     VTEB23,859UNCH$1,292
BERKSHIRE HATHAWAY INC DEL      $1,067
     BRK.B5,977+266$1,067
INVESCO EXCH TRADED FD TR II (EELV) 52,848 -21,066 $1,025
     EELV52,848-21,066$1,025
ISHARES TR (IEFA) 16,722 -12,596 $956
     IEFA16,722-12,596$956
PROCTER AND GAMBLE CO 6,698 +10 $801
     PG6,698+10$801
ISHARES TR (IXUS) 14,408 -13,179 $786
     IXUS14,408-13,179$786
UNION PAC CORP 3,789 UNCH $641
     UNP3,789UNCH$641
VANGUARD INDEX FDS (VB) 4,323 -86 $630
     VB4,323-86$630
ISHARES TR (IWP) 3,979 -138 $629
     IWP3,979-138$629
AMGEN INC 2,569 +4 $606
     AMGN2,569+4$606
INTERNATIONAL BUSINESS MACHS 4,939 +12 $596
     IBM4,939+12$596
SCHWAB STRATEGIC TR 5,807 UNCH $590
     SCHG5,807UNCH$590
LILLY ELI & CO 3,480 -75 $571
     LLY3,480-75$571
ISHARES TR (IUSG) 7,850 UNCH $564
     IUSG7,850UNCH$564
SPDR SER TR (TFI) 10,596 UNCH $547
     TFI10,596UNCH$547
DISNEY WALT CO 4,649 -165 $518
     DIS4,649-165$518
MARRIOTT INTL INC NEW 5,988 UNCH $513
     MAR5,988UNCH$513
ISHARES TR (ICVT) 7,207 +907 $511
     ICVT7,207+907$511
JPMORGAN CHASE & CO 5,415 +1,268 $509
     JPM5,415+1,268$509
CSX CORP 7,264 UNCH $507
     CSX7,264UNCH$507
EXXON MOBIL CORP 11,073 -863 $495
     XOM11,073-863$495
NIKE INC 4,967 UNCH $487
     NKE4,967UNCH$487
ISHARES TR (ITOT) 6,350 UNCH $441
     ITOT6,350UNCH$441
PFIZER INC 12,962 +37 $424
     PFE12,962+37$424
ISHARES TR (IUSB) 7,502 UNCH $408
     IUSB7,502UNCH$408
PIMCO ETF TR (BOND) 3,591 UNCH $401
     BOND3,591UNCH$401
MIDLAND STS BANCORP INC ILL 26,456 -45,914 $396
     MSBI26,456-45,914$396
ADVISORSHARES TR (MINC) 7,890 UNCH $380
     MINC7,890UNCH$380
BRISTOL MYERS SQUIBB CO      $377
     BMY6,383+21$375
     RIGHT 99 99 9999445UNCH$2
ALPHABET INC 263 -1 $373
     GOOGL263-1$373
VANGUARD INTL EQUITY INDEX F (VWO) 9,102 UNCH $361
     VWO9,102UNCH$361
WALMART INC 2,952 -92 $354
     WMT2,952-92$354

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 06/30/2020: $246,603
At 03/31/2020: $222,552

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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