Burt Wealth Advisors Purchases and Sells in Q3 2025

Burt Wealth Advisors

$399 Million
Q3 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICSH	81.9K + 446.06%	$50.52 - $50.75 $4.14M - $4.16M	100K $5.09M
SCHX	2.28K + 0.15%	$24.46 - $26.5 $55.6K - $60.3K	1.48M $39M
SCHA	2.41K + 0.4%	$25.29 - $28.33 $61K - $68.3K	604K $16.9M
BIV	13.1K + 2.95%	$76.16 - $78.59 $1M - $1.03M	458K $35.8M
AMZN	5.14K + 42.58%	$211.65 - $238.24 $1.09M - $1.23M	17.2K $3.78M
SPIB	21.9K + 2.63%	$33.26 - $34.01 $730K - $746K	857K $29M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	5.11K New	$459.11 - $506.91 $2.35M - $2.59M	5.11K $2.57M
CAT	471 New	$390.92 - $477.15 $184K - $225K	471 $224K
IJR	1.78K New	$108.46 - $120.63 $193K - $214K	1.78K $211K
IVV	315 New	$620.67 - $670.08 $196K - $211K	315 $210K
MOAT	2.02K New	N/A	2.02K $173K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-13.9K - 10.38%	$48.5 - $50.19 $677K - $700K	120K $6.03M
HYMB	-10.2K - 24.62%	$24.11 - $24.94 $247K - $255K	31.3K $781K
LLY	-101 - 4.29%	$625.65 - $812.69 $63.2K - $82.1K	2.26K $1.72M
TDTT	-3.1K - 2.45%	$24.08 - $24.5 $74.7K - $76K	124K $3.01M
XOM	-725 - 7.5%	$105.83 - $117.22 $76.7K - $85K	8.95K $1.01M
SPAB	-4.09K - 1.42%	$25.21 - $25.99 $103K - $106K	285K $7.37M

Activity Summary All Purchases 26 New Holdings 5 Increased Positions 21 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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