Burkett Financial Services, LLC Purchases in Q3 2025

Burkett Financial Services, LLC

  • $238 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FV
First Trust Dorsey Wright Focu

ETFs
825
New
$59.23 - $62.14 $48.9K - $51.3K
825 $51K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
753
New
$50.7 - $54.86 $38.2K - $41.3K
753 $41K
SSRM
Ssr Mining Inc.

Basic Materials
1.6K
New
$11.8 - $24.58 $18.9K - $39.3K
1.6K $39K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
500
New
$70.77 - $73.59 $35.4K - $36.8K
500 $36K
CGAU
Centerra Gold Inc.

Basic Materials
2.8K
New
$6.8 - $10.73 $19K - $30K
2.8K $30K
FTLS
First Tr Long/Short Equity ETF

ETFs
400
New
$65.78 - $69.95 $26.3K - $28K
400 $27K
FNV
Franco Nevada Corp

Basic Materials
125
New
$154.4 - $222.91 $19.3K - $27.9K
125 $27K
XLI
Industrial Sector Spdr

ETFs
97
New
$147.94 - $154.99 $14.4K - $15K
97 $14K
EEM
Ishares Msci Emerging Markets

ETFs
120
New
$48.07 - $53.4 $5.77K - $6.41K
120 $6K
EXPI
Exp World Holdings, Inc.

Real Estate
383
New
$9.32 - $11.59 $3.57K - $4.44K
383 $4K
Calamos Nasdaq 100 Structured Alt ETF (September)
3.75K
New
N/A
3.75K $0
Cambridge Heart Inc Xxx
2.17K
New
N/A
2.17K $0
Fuji Photo Film LTD
948
New
N/A
948 $0
Eldorado Gold Corp New
940
New
N/A
940 $0
NESN.SW
Nestlé S.A.

Consumer Defensive
160
New
N/A
160 $0
Grab A Gun Digital Holdings Inc
150
New
N/A
150 $0
Gci Liberty Inc
3.52K
New
N/A
3.52K $0
York Bancshares Inc
750
New
N/A
750 $0
Lehman Brothers Holdings Capital Trust Iii
128
New
N/A
128 $0
Blackstone Real Estate Income Trust Inc Cl D
8.19K
New
N/A
8.19K $0
A W G LTD New
14
New
N/A
14 $0
Belgravia Hartford Capital Inc
89.8K
New
N/A
89.8K $0
VOD
Vodafone Group Public LTD CO

Communication Services
1
+ 1.69%
$10.67 - $12.06 $10.7 - $12.1
60 $0
F
Ford Motor CO

Consumer Cyclical
1
+ 1.1%
$10.82 - $12.09 $10.8 - $12.1
92 $1K
GD
General Dynamics Corp

Industrials
65
+ 650.0%
$293.92 - $341.0 $19.1K - $22.2K
75 $25K
AFL
Aflac Inc

Financial Services
1
+ 2.5%
$98.09 - $111.7 $98.1 - $112
41 $4K
GPN
Global Payments Inc

Industrials
1
+ 1.82%
$77.61 - $90.01 $77.6 - $90
56 $4K
MRK
Merck & Co., Inc.

Healthcare
1
+ 1.43%
$77.6 - $87.37 $77.6 - $87.4
71 $5K
SO
Southern CO

Utilities
1
+ 1.61%
$90.83 - $96.0 $90.8 - $96
63 $5K
CMCSA
Comcast Corp

Communication Services
1
+ 0.52%
$31.41 - $36.33 $31.4 - $36.3
195 $6K
GIS
General Mills Inc

Consumer Defensive
2
+ 1.31%
$48.44 - $53.83 $96.9 - $108
155 $7K
UPS
United Parcel Service Inc

Industrials
2
+ 2.13%
$82.58 - $105.54 $165 - $211
96 $8K
PFG
Principal Financial Group Inc

Financial Services
2
+ 1.48%
$75.53 - $82.95 $151 - $166
137 $11K
DIS
Walt Disney CO

Communication Services
1
+ 0.9%
$112.25 - $124.0 $112 - $124
112 $12K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 4.0%
$567.09 - $607.37 $567 - $607
26 $15K
UBSI
United Bankshares Inc

Financial Services
4
+ 1.01%
$35.03 - $38.73 $140 - $155
401 $14K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.74%
$108.22 - $120.47 $108 - $120
136 $15K
CAT
Caterpillar Inc

Industrials
34
+ 82.93%
$390.92 - $477.15 $13.3K - $16.2K
75 $35K
FCCO
First Community Corp

Financial Services
5
+ 0.72%
$24.47 - $29.14 $122 - $146
703 $19K
PSX
Phillips 66

Energy
1
+ 0.67%
$118.37 - $139.46 $118 - $139
151 $20K
HSY
Hershey CO

Consumer Defensive
1
+ 0.88%
$161.95 - $193.45 $162 - $193
114 $21K
VZ
Verizon Communications Inc

Communication Services
7
+ 1.6%
$40.84 - $45.06 $286 - $315
444 $19K
WELL
Welltower Inc.

Real Estate
1
+ 0.69%
$150.71 - $178.14 $151 - $178
146 $26K
AL
Air Lease Corp

Industrials
232
+ 59.03%
$54.35 - $64.28 $12.6K - $14.9K
625 $39K
MDT
Medtronic PLC

Healthcare
150
+ 52.63%
$87.67 - $95.74 $13.2K - $14.4K
435 $41K
LMT
Lockheed Martin Corp

Industrials
1
+ 1.79%
$410.74 - $499.21 $411 - $499
57 $28K
SMR
Nuscale Power Corp

Industrials
400
+ 57.14%
$32.65 - $51.67 $13.1K - $20.7K
1.1K $39K
AEP
American Electric Power CO Inc

Utilities
3
+ 1.06%
$103.26 - $115.0 $310 - $345
285 $32K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.61%
$157.77 - $183.27 $158 - $183
166 $26K
Activity Summary
Buys All Purchases 104 New Holdings 23 Increased Positions 81 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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