Burkett Financial Services, LLC Incresed Positions in Q4 2024

Burkett Financial Services, LLC

  • $245 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
2
+ 1.35%
$62.78 - $74.62 $126 - $149
150 $9.55M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.89%
$385.02 - $431.37 $385 - $431
113 $43.9M
Peakstone Realty Trust Class E
10
+ 1.5%
N/A
677 $7.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.5K
+ 98.68%
$25.33 - $51.16 $342K - $690K
27.2K $702M
MMM
3 M CO

Industrials
2
+ 0.66%
$124.74 - $137.12 $249 - $274
307 $39.6M
CSX
Csx Corp

Industrials
4
+ 0.4%
$31.58 - $36.88 $126 - $148
1K $32.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
45
+ 0.35%
$126.68 - $134.74 $5.7K - $6.06K
12.9K $1.65B
PSX
Phillips 66

Energy
1
+ 0.68%
$110.35 - $138.93 $110 - $139
147 $16.7M
SON
Sonoco Products CO

Consumer Cyclical
2
+ 0.45%
$48.6 - $54.89 $97.2 - $110
445 $21.7M
AEP
American Electric Power CO Inc

Utilities
3
+ 1.09%
$90.91 - $102.21 $273 - $307
277 $25.6M
Kenvue Inc
21
+ 0.87%
N/A
2.43K $51.8M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.93%
$164.99 - $203.87 $330 - $408
218 $38.7M
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.52%
$161.05 - $179.7 $966 - $1.08K
1.15K $193M
LMT
Lockheed Martin Corp

Industrials
1
+ 1.82%
$479.66 - $614.62 $480 - $615
56 $27.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
21
+ 2.0%
$60.13 - $67.31 $1.26K - $1.41K
1.07K $65M
VLO
Valero Energy Corp

Energy
6
+ 1.01%
$118.59 - $144.02 $712 - $864
600 $73.5M
HEFA
Ishares Currency Hedged Msci E

ETFs
355
+ 1.21%
$34.42 - $35.88 $12.2K - $12.7K
29.8K $1.04B
D
Dominion Energy, Inc

Utilities
29
+ 1.23%
$52.63 - $60.92 $1.53K - $1.77K
2.38K $128M
XOM
Exxon Mobil Corp

Energy
73
+ 3.85%
$105.51 - $125.37 $7.7K - $9.15K
1.97K $212M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
113
+ 2.37%
$44.04 - $49.49 $4.98K - $5.59K
4.89K $215M
SCHV
Schwab Strategic Tr Us Large C

ETFs
20.8K
+ 201.83%
$25.79 - $80.4 $536K - $1.67M
31.1K $810M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
59.3K
+ 197.04%
$27.54 - $83.04 $1.63M - $4.92M
89.3K $2.48B
KO
Coca Cola CO

Consumer Defensive
221
+ 4.13%
$61.74 - $71.71 $13.6K - $15.8K
5.57K $347M
MSFT
Microsoft Corp

Technology
7
+ 0.11%
$406.35 - $454.46 $2.84K - $3.18K
6.59K $2.78B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
139
+ 0.21%
$113.92 - $127.38 $15.8K - $17.7K
66.8K $7.69B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
54.2K
+ 102.04%
$18.41 - $40.87 $998K - $2.22M
107K $1.99B
EEMV
Ishares Msci Emerging Markets

ETFs
6.73K
+ 2.63%
$57.85 - $63.11 $389K - $424K
263K $15.2B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.03M
+ 201.14%
$26.93 - $84.95 $27.7M - $87.5M
1.54M $42.1B
VEA
Vanguard Ftse Developed Market

ETFs
12.7K
+ 3.42%
$47.57 - $52.44 $605K - $667K
385K $18.4B
Activity Summary
Buys All Purchases 94 New Holdings 14 Increased Positions 80 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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