Burkett Financial Services, LLC Incresed Positions in Q3 2025

Burkett Financial Services, LLC

  • $238 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
JBHT
Hunt J B Transport Services Inc

Industrials
1
+ 0.46%
$130.65 - $154.66 $131 - $155
217 $29K
SYY
Sysco Corp

Consumer Defensive
3
+ 0.69%
$76.33 - $82.51 $229 - $248
435 $35K
CSX
Csx Corp

Industrials
4
+ 0.4%
$32.05 - $36.52 $128 - $146
1.01K $35K
EPD
Enterprise Products Partners L.P.

Energy
20
+ 1.69%
$30.74 - $32.14 $615 - $643
1.2K $37K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.53%
$214.92 - $244.84 $215 - $245
188 $45K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.45%
$184.85 - $231.54 $185 - $232
223 $51K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.21%
$91.28 - $97.59 $91.3 - $97.6
471 $45K
MMM
3 M CO

Industrials
1
+ 0.32%
$144.41 - $160.2 $144 - $160
311 $48K
EMR
Emerson Electric CO

Industrials
1
+ 0.28%
$128.6 - $149.63 $129 - $150
360 $47K
PEP
Pepsico Inc

Consumer Defensive
4
+ 1.06%
$133.81 - $152.16 $535 - $609
381 $53K
TFC
Truist Financial Corp

Financial Services
14
+ 1.13%
$42.83 - $47.07 $600 - $659
1.26K $57K
BA
Boeing CO

Industrials
60
+ 22.14%
$209.79 - $237.38 $12.6K - $14.2K
331 $71K
CVX
Chevron Corp

Energy
94
+ 22.93%
$145.57 - $161.83 $13.7K - $15.2K
504 $78K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3
+ 0.6%
$122.57 - $132.57 $368 - $398
507 $65K
SIGI
Selective Insurance Group Inc

Financial Services
4
+ 0.53%
$75.0 - $90.91 $300 - $364
758 $61K
VLO
Valero Energy Corp

Energy
4
+ 0.66%
$131.77 - $175.63 $527 - $703
614 $104K
V
Visa Inc.

Financial Services
49
+ 20.76%
$332.09 - $358.86 $16.3K - $17.6K
285 $97K
DTM
Dt Midstream, Inc.

Energy
6
+ 0.75%
$99.17 - $113.27 $595 - $680
803 $90K
Calamos S&P 500 Structured Alt ETF (September)
3.76K
+ 107.9%
N/A
7.24K $0
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.24%
$237.58 - $259.17 $238 - $259
425 $108K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.17%
$171.38 - $197.01 $171 - $197
605 $118K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
7.46K
+ 332.2%
$48.31 - $48.93 $360K - $365K
9.7K $473K
CSCO
Cisco Systems, Inc.

Technology
10
+ 0.64%
$66.2 - $71.79 $662 - $718
1.58K $108K
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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