Burkett Financial Services, LLC Reduced Holdings in Q3 2024

Burkett Financial Services, LLC

  • $242 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.76K
- 26.04%
$84.77 - $97.13 $234K - $268K
7.84K $751M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-16.9K
- 3.66%
$92.63 - $105.69 $1.57M - $1.79M
446K $46.5B
MSFT
Microsoft Corp

Technology
-77
- 1.16%
$395.15 - $467.56 $30.4K - $36K
6.58K $2.83B
VT
Vanguard Total World Stk Index

ETFs
-650
- 14.73%
$107.72 - $119.96 $70K - $78K
3.76K $450M
TSLA
Tesla, Inc.

Consumer Cyclical
-320
- 45.39%
$191.76 - $263.26 $61.4K - $84.2K
385 $101M
GOOGL
Alphabet Inc.

Communication Services
-80
- 9.51%
$148.65 - $191.18 $11.9K - $15.3K
761 $126M
AOR
Ishares Tr Core Growth Allocat

ETFs
-474
- 81.03%
$55.15 - $59.31 $26.1K - $28.1K
111 $6.57M
GD
General Dynamics Corp

Industrials
-82
- 89.13%
$279.51 - $308.09 $22.9K - $25.3K
10 $3.02M
F
Ford Motor CO

Consumer Cyclical
-1.51K
- 38.99%
$9.71 - $14.55 $14.6K - $21.9K
2.36K $24.9M
DG
Dollar General Corp

Consumer Defensive
-166
- 86.01%
$80.41 - $132.42 $13.3K - $22K
27 $2.31M
PEP
Pepsico Inc

Consumer Defensive
-93
- 17.75%
$161.9 - $179.3 $15.1K - $16.7K
431 $73.4M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-200
- 98.04%
N/A
4 $369K
ENB
Enbridge Inc

Energy
-549
- 28.21%
$35.27 - $41.18 $19.4K - $22.6K
1.4K $56.7M
GIS
General Mills Inc

Consumer Defensive
-196
- 56.98%
$62.5 - $75.15 $12.3K - $14.7K
148 $11M
PFE
Pfizer Inc

Healthcare
-256
- 12.16%
$27.7 - $31.39 $7.09K - $8.04K
1.85K $53.5M
JPM
Jpmorgan Chase & CO

Financial Services
-172
- 4.74%
$194.9 - $224.8 $33.5K - $38.7K
3.45K $728M
BMY
Bristol Myers Squibb CO

Healthcare
-189
- 31.45%
$39.66 - $51.75 $7.5K - $9.78K
412 $21.3M
VTRS
Viatris Inc

Healthcare
-17
- 11.56%
$10.32 - $12.13 $175 - $206
130 $1.51M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1
- 3.85%
$523.84 - $572.02 $524 - $572
25 $14.4M
JBHT
Hunt J B Transport Services Inc

Industrials
-3
- 1.38%
$155.54 - $176.97 $467 - $531
215 $37M
ETN
Eaton Corp PLC

Industrials
-30
- 3.85%
$272.52 - $333.02 $8.18K - $9.99K
750 $248M
VUG
Vanguard Growth ETF

ETFs
-7
- 0.32%
$341.08 - $391.94 $2.39K - $2.74K
2.2K $846M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-397
- 3.03%
$23.54 - $26.35 $9.35K - $10.5K
12.7K $331M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-517
- 3.64%
$46.9 - $51.96 $24.2K - $26.9K
13.7K $704M
JNJ
Johnson & Johnson

Healthcare
-118
- 3.1%
$145.48 - $167.38 $17.2K - $19.8K
3.69K $599M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-411
- 3.09%
$117.9 - $128.2 $48.5K - $52.7K
12.9K $1.65B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-411
- 0.77%
$36.98 - $41.55 $15.2K - $17.1K
53.1K $2.18B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-221
- 0.73%
$75.47 - $83.18 $16.7K - $18.4K
30.1K $2.5B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-972
- 0.21%
$38.33 - $42.48 $37.3K - $41.3K
466K $19.6B
Activity Summary
Buys All Purchases 120 New Holdings 30 Increased Positions 90 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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