Burt Wealth Advisors Incresed Positions in Q3 2024

Burt Wealth Advisors

$399 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
BIV Vanguard Bd Index Fd Inc Inter ETFs	16.6K + 4.56%	$74.26 - $78.84 $1.23M - $1.31M	381K $29.8M
EFAV Ishares Msci Eafe Min Vol Fact ETFs	1.68K + 0.59%	$69.31 - $77.34 $117K - $130K	287K $22M
SCHX Schwab Strategic Tr Us Large C ETFs	4.12K + 0.88%	$61.11 - $67.85 $252K - $279K	471K $31.9M
SPIB Spdr Portfolio Intermediate Te ETFs	25.8K + 3.41%	$32.36 - $33.78 $835K - $872K	782K $26.4M
STIP Ishares Barclays 0 5 Year Tips ETFs	2.1K + 1.77%	$98.99 - $101.51 $208K - $213K	121K $12.3M
VEA Vanguard Ftse Developed Market ETFs	6.95K + 158.88%	$47.6 - $53.31 $331K - $371K	11.3K $598K
JNJ Johnson & Johnson Healthcare	43 + 0.33%	$145.48 - $167.38 $6.26K - $7.2K	12.9K $2.09M
MUB Ishares National Muni Bond ETF ETFs	384 + 0.56%	$106.13 - $108.7 $40.8K - $41.7K	69.2K $7.51M
GE General Electric CO Industrials	5 + 0.1%	$156.66 - $189.66 $783 - $948	4.84K $912K
PG Procter & Gamble CO Consumer Defensive	419 + 4.83%	$160.76 - $177.82 $67.4K - $74.5K	9.1K $1.58M
HYMB Spdr Nuveen Bloomberg High Yie ETFs	2.37K + 5.82%	$25.38 - $26.27 $60.2K - $62.3K	43.1K $1.13M
HYS Pimco ETF Tr 1 5 Yr High Yield ETFs	451 + 12.86%	$92.1 - $95.52 $41.5K - $43.1K	3.96K $377K
MDYV Spdr S&P 400 Mid Cap Value ETF ETFs	38 + 0.77%	$71.9 - $79.86 $2.73K - $3.03K	4.99K $396K
TTEK Tetra Tech Inc Industrials	4K + 400.0%	$45.59 - $237.74 $182K - $951K	5K $235K
SYY Sysco Corp Consumer Defensive	44 + 1.28%	$69.16 - $78.98 $3.04K - $3.48K	3.49K $272K
MTUM Ishares Msci Usa Momentum Fact ETFs	2 + 0.06%	$175.46 - $203.3 $351 - $407	3.18K $645K
USTB Victory Portfolios Ii Victorys ETFs	350 + 5.26%	$49.79 - $50.91 $17.4K - $17.8K	7.01K $356K
PFE Pfizer Inc Healthcare	44 + 0.3%	$27.7 - $31.39 $1.22K - $1.38K	14.9K $432K
MRK Merck & Co., Inc. Healthcare	368 + 6.67%	$111.15 - $128.97 $40.9K - $47.5K	5.88K $667K

Activity Summary All Purchases 28 New Holdings 9 Increased Positions 19 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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