Burkett Financial Services, LLC Purchases in Q4 2025

Burkett Financial Services, LLC

  • $239 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
57.2K
+ 3.43%
$26.44 - $27.53 $1.51M - $1.58M
1.73M $47M
VGIT
Vanguard Intermediate Term Tre

ETFs
19K
+ 27.49%
$59.84 - $60.54 $1.14M - $1.15M
88K $5.28M
EEMV
Ishares Msci Emerging Markets

ETFs
8.94K
+ 3.21%
$62.97 - $65.76 $563K - $588K
288K $18.8M
AMGN
Amgen Inc

Healthcare
1
+ 0.05%
$290.13 - $341.71 $290 - $342
2.02K $690K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.5K
New
$24.24 - $24.37 $60.6K - $60.9K
2.5K $60K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.01K
+ 4.75%
$25.2 - $26.46 $50.7K - $53.3K
44.4K $1.15M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.34K
New
N/A
2.34K $55K
D
Dominion Energy, Inc

Utilities
907
+ 36.75%
$58.49 - $61.69 $53.1K - $56K
3.38K $204K
MNKD
Mannkind Corp

Healthcare
10.5K
New
$4.88 - $6.06 $51K - $63.4K
10.5K $52K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2K
New
$25.38 - $25.57 $50.8K - $51.1K
2K $50K
JNJ
Johnson & Johnson

Healthcare
17
+ 0.59%
$185.98 - $199.58 $3.16K - $3.39K
2.89K $577K
VT
Vanguard Total World Stk Index

ETFs
225
+ 3.92%
$135.16 - $141.78 $30.4K - $31.9K
5.96K $829K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.8K
+ 1.87%
$63.25 - $66.24 $303K - $318K
261K $16.8M
KO
Coca Cola CO

Consumer Defensive
83
+ 1.47%
$66.1 - $71.61 $5.49K - $5.94K
5.74K $405K
CEG
Constellation Energy Corp

Utilities
70
+ 36.65%
$335.74 - $401.43 $23.5K - $28.1K
261 $88K
DUK
Duke Energy Corp

Utilities
60
+ 0.5%
$121.57 - $129.03 $7.29K - $7.74K
12K $1.51M
CAT
Caterpillar Inc

Industrials
30
+ 40.0%
$480.82 - $585.49 $14.4K - $17.6K
105 $57K
WPM
Wheaton Precious Metals Corp.

Basic Materials
184
New
$94.37 - $113.5 $17.4K - $20.9K
184 $19K
EXK
Endeavour Silver Corp

Basic Materials
2.22K
New
$7.2 - $10.15 $16K - $22.6K
2.22K $17K
PAAS
Pan American Silver Corp

Basic Materials
416
New
$33.2 - $42.03 $13.8K - $17.5K
416 $16K
AG
First Majestic Silver Corp

Basic Materials
1.33K
New
$10.67 - $15.33 $14.2K - $20.4K
1.33K $16K
CSCO
Cisco Systems, Inc.

Technology
8
+ 0.51%
$67.46 - $78.0 $540 - $624
1.59K $123K
XOM
Exxon Mobil Corp

Energy
17
+ 0.84%
$110.64 - $119.78 $1.88K - $2.04K
2.04K $239K
CGAU
Centerra Gold Inc.

Basic Materials
769
+ 27.46%
$10.83 - $12.68 $8.33K - $9.75K
3.57K $42K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
153
New
$72.17 - $75.74 $11K - $11.6K
153 $11K
INTC
Intel Corp

Technology
272
New
$34.71 - $41.53 $9.44K - $11.3K
272 $9K
VLO
Valero Energy Corp

Energy
4
+ 0.65%
$156.39 - $181.76 $626 - $727
618 $112K
IBM
International Business Machines Corp

Technology
1
+ 0.23%
$275.97 - $314.98 $276 - $315
443 $131K
LHX
L3 Harris Technologies, Inc.

Industrials
25
New
$283.87 - $306.76 $7.1K - $7.67K
25 $7K
BND
Vanguard Bd Index Fd Inc Total

ETFs
56
New
$74.09 - $75.1 $4.15K - $4.21K
56 $4K
SSRM
Ssr Mining Inc.

Basic Materials
465
+ 29.06%
$19.48 - $25.8 $9.06K - $12K
2.07K $43K
SYK
Stryker Corp

Healthcare
11
+ 13.25%
$353.81 - $388.35 $3.89K - $4.27K
94 $33K
MMM
3 M CO

Industrials
1
+ 0.32%
$148.75 - $171.6 $149 - $172
312 $51K
ADP
Automatic Data Processing Inc

Industrials
14
+ 107.69%
$250.9 - $292.94 $3.51K - $4.1K
27 $6K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.12%
$589.5 - $635.77 $590 - $636
818 $493K
EPD
Enterprise Products Partners L.P.

Energy
20
+ 1.66%
$30.19 - $32.26 $604 - $645
1.22K $39K
AEP
American Electric Power CO Inc

Utilities
1
+ 0.35%
$112.75 - $122.73 $113 - $123
286 $34K
ABT
Abbott Laboratories

Healthcare
45
+ 3.99%
$123.62 - $134.59 $5.56K - $6.06K
1.17K $152K
HST
Host Hotels & Resorts, Inc.

Real Estate
122
New
$15.82 - $18.18 $1.93K - $2.22K
122 $2K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.74%
$110.56 - $125.2 $111 - $125
137 $17K
PSX
Phillips 66

Energy
1
+ 0.66%
$126.76 - $142.32 $127 - $142
152 $21K
UPS
United Parcel Service Inc

Industrials
1
+ 1.04%
$82.87 - $97.4 $82.9 - $97.4
97 $9K
VXF
Vanguard Extended Market ETF

ETFs
8
New
$204.22 - $215.05 $1.63K - $1.72K
8 $1K
BNDX
Vanguard Total International B

ETFs
26
New
$49.3 - $49.91 $1.28K - $1.3K
26 $1K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
20
+ 1.84%
$75.19 - $77.98 $1.5K - $1.56K
1.11K $84K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.9%
$211.96 - $244.38 $424 - $489
225 $52K
V
Visa Inc.

Financial Services
18
+ 6.32%
$325.75 - $352.42 $5.86K - $6.34K
303 $98K
Kinross Gold Corp
925
+ 79.74%
N/A
2.09K $0
CVX
Chevron Corp

Energy
5
+ 0.99%
$148.9 - $157.72 $745 - $789
509 $78K
Activity Summary
Buys All Purchases 78 New Holdings 24 Increased Positions 54 Sells All Sells 61 Reductions 60 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Burkett Financial Services, LLC Portfolio

Follow Burkett Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burkett Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burkett Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email