All Stocks Held By Burt Wealth Advisors

As of 03/31/2024, we find all stocks held by Burt Wealth Advisors to be as follows, presented in the table below with each row detailing each Burt Wealth Advisors position, ordered by largest to smallest position size. The all-stocks-held-by-Burt Wealth Advisors table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Burt Wealth Advisors as of the latest filing.

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
SPDR SER TR (SHM)	15,715	-1,556	$746
SHM	15,715	-1,556	$746
ISHARES TR (MTUM)	3,414	-76	$640
MTUM	3,414	-76	$640
ORACLE CORP	5,070	+1,914	$637
ORCL	5,070	+1,914	$637
ISHARES TR (EFA)	7,728	+7,728	$617
EFA	7,728	+7,728	$617
PIMCO ETF TR (BOND)	6,527	+2,936	$600
BOND	6,527	+2,936	$600
ISHARES TR (IMCG)	8,388	UNCH	$593
IMCG	8,388	UNCH	$593
VANGUARD INTL EQUITY INDEX F (VWO)	13,978	+5,067	$584
VWO	13,978	+5,067	$584
AMERICAN EXPRESS CO	2,515	UNCH	$573
AXP	2,515	UNCH	$573
WALMART INC	9,335	+6,224	$562
WMT	9,335	+6,224	$562
HOME DEPOT INC	1,392	+31	$534
HD	1,392	+31	$534
CSX CORP	14,335	-2,000	$531
CSX	14,335	-2,000	$531
ALPHABET INC	3,429	+692	$522
GOOG	3,429	+692	$522
ISHARES TR (IWV)	1,707	UNCH	$512
IWV	1,707	UNCH	$512
DISNEY WALT CO	4,087	+483	$500
DIS	4,087	+483	$500
AMERIPRISE FINL INC	1,111	UNCH	$487
AMP	1,111	UNCH	$487
ABRDN PRECIOUS METALS BASKET	5,009	UNCH	$478
GLTR	5,009	UNCH	$478
NIKE INC	5,050	+65	$475
NKE	5,050	+65	$475
EQUIFAX INC	1,773	+617	$474
EFX	1,773	+617	$474
ISHARES TR (IQLT)	11,895	UNCH	$472
IQLT	11,895	UNCH	$472
VISA INC	1,679	UNCH	$469
V	1,679	UNCH	$469
PEPSICO INC	2,675	+110	$468
PEP	2,675	+110	$468
INVESCO QQQ TR	1,004	+1,004	$446
QQQ	1,004	+1,004	$446
ISHARES TR (IWP)	3,876	UNCH	$442
IWP	3,876	UNCH	$442
PFIZER INC	15,833	+1,143	$439
PFE	15,833	+1,143	$439
MCKESSON CORP	813	UNCH	$436
MCK	813	UNCH	$436
VANGUARD CHARLOTTE FDS (BNDX)	8,846	+61	$435
BNDX	8,846	+61	$435
SPDR SER TR (MDYV)	5,499	+577	$418
MDYV	5,499	+577	$418
VANGUARD INDEX FDS (VTI)	1,571	+186	$408
VTI	1,571	+186	$408
PIMCO ETF TR (HYS)	4,044	+891	$378
HYS	4,044	+891	$378
SCHWAB STRATEGIC TR	6,080	+296	$371
SCHB	6,080	+296	$371
PACER FDS TR	7,747	+448	$370
PTLC	7,747	+448	$370
ABBVIE INC	1,987	-458	$362
ABBV	1,987	-458	$362
ISHARES TR (IEFA)	4,865	UNCH	$361
IEFA	4,865	UNCH	$361
US BANCORP DEL	8,080	UNCH	$361
USB	8,080	UNCH	$361
BANK AMERICA CORP	8,839	+1,426	$335
BAC	8,839	+1,426	$335
ISHARES TR (GLOF)	7,565	+250	$313
GLOF	7,565	+250	$313
CHEVRON CORP NEW	1,928	-38	$304
CVX	1,928	-38	$304
ABBOTT LABS	2,651	-300	$301
ABT	2,651	-300	$301
WELLS FARGO CO NEW	5,117	UNCH	$297
WFC	5,117	UNCH	$297
EATON CORP PLC	936	+936	$293
ETN	936	+936	$293
AMERICAN ELEC PWR CO INC	3,371	+3,371	$290
AEP	3,371	+3,371	$290
ISHARES INC (EEMV)	5,103	-100	$289
EEMV	5,103	-100	$289
FLEXSHARES TR (SKOR)	5,977	-946	$286
SKOR	5,977	-946	$286
CISCO SYS INC	5,713	UNCH	$285
CSCO	5,713	UNCH	$285
PALANTIR TECHNOLOGIES INC	12,299	-400	$283
PLTR	12,299	-400	$283
VICTORY PORTFOLIOS II	5,669	-51	$282
USTB	5,669	-51	$282
SPDR SER TR (SPSM)	6,524	+290	$281
SPSM	6,524	+290	$281
SYSCO CORP	3,400	UNCH	$276
SYY	3,400	UNCH	$276
ALLSTATE CORP	1,581	+1,581	$274
ALL	1,581	+1,581	$274
BRISTOL MYERS SQUIBB CO	5,040	+150	$273
BMY	5,040	+150	$273
CANADIAN NATL RY CO	2,068	UNCH	$272
CNI	2,068	UNCH	$272
VERIZON COMMUNICATIONS INC	6,491	-302	$272
VZ	6,491	-302	$272
STATE STR CORP	3,388	+400	$262
STT	3,388	+400	$262
J P MORGAN EXCHANGE TRADED F (JPIE)	5,681	UNCH	$259
JPIE	5,681	UNCH	$259
SELECT SECTOR SPDR TR (XLK)	1,239	+4	$258
XLK	1,239	+4	$258
VANECK ETF TRUST (MOAT)	2,765	UNCH	$249
MOAT	2,765	UNCH	$249
INTEL CORP	5,466	+1,048	$241
INTC	5,466	+1,048	$241
3M CO	2,230	UNCH	$237
MMM	2,230	UNCH	$237
CATERPILLAR INC	624	+624	$229
CAT	624	+624	$229
MCDONALDS CORP	813	UNCH	$229
MCD	813	UNCH	$229
VANGUARD INDEX FDS (VB)	972	+972	$222
VB	972	+972	$222
RTX CORPORATION	2,253	+2,253	$220
RTX	2,253	+2,253	$220
DISCOVER FINL SVCS	1,673	+1,673	$219
DFS	1,673	+1,673	$219
SPDR SER TR (MDYG)	2,460	+2,460	$215
MDYG	2,460	+2,460	$215
SCHWAB STRATEGIC TR	5,293	+5,293	$207
SCHF	5,293	+5,293	$207
OGE ENERGY CORP	6,009	+6,009	$206
OGE	6,009	+6,009	$206
NORFOLK SOUTHN CORP	800	+800	$204
NSC	800	+800	$204
LOCKHEED MARTIN CORP	447	+0	$203
LMT	447	UNCH	$203
BERKSHIRE HATHAWAY INC DEL			$0 (exited)
BRK.B	0	-5,386	$0
FVCBANKCORP INC	0	-12,206	$0 (exited)
FVCB	0	-12,206	$0

See Summary: Burt Wealth Advisors Top Holdings
See Details: Top 10 Stocks Held By Burt Wealth Advisors

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
NOW	+1,460	+$1,113
EFA	+7,728	+$617
QQQ	+1,004	+$446
ETN	+936	+$293
AEP	+3,371	+$290
ALL	+1,581	+$274
CAT	+624	+$229
VB	+972	+$222
RTX	+2,253	+$220
DFS	+1,673	+$219

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
BRK	-5,386	-$1,921
FVCB	-12,206	-$173

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SPIB	+45,990	+$1,402
BIV	+39,953	+$2,693
OMFL	+37,505	+$3,433
GLDM	+37,391	+$3,402
EFAV	+30,846	+$2,603
IDLV	+23,415	+$587
SCHA	+21,498	+$1,664
SCHX	+20,205	+$3,794
FNDX	+10,902	+$1,892
STIP	+9,779	+$1,069

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
HYMB	-8,027	-$186
EEMA	-2,003	-$109
CSX	-2,000	-$35
SHM	-1,556	-$79
SKOR	-946	-$46
AOR	-801	+$122
IAGG	-793	-$27
STPZ	-663	-$28
TDTT	-525	+$7

Burt Wealth Advisors Info

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

All Stocks Held By Burt Wealth Advisors | www.HoldingsChannel.com