Burt Wealth Advisors Reduced Holdings in Q3 2025

Burt Wealth Advisors

  • $399 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-13.9K
- 10.38%
$48.5 - $50.19 $677K - $700K
120K $6.03M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-10.2K
- 24.62%
$24.11 - $24.94 $247K - $255K
31.3K $781K
LLY
Eli Lilly & CO

Healthcare
-101
- 4.29%
$625.65 - $812.69 $63.2K - $82.1K
2.26K $1.72M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-3.1K
- 2.45%
$24.08 - $24.5 $74.7K - $76K
124K $3.01M
XOM
Exxon Mobil Corp

Energy
-725
- 7.5%
$105.83 - $117.22 $76.7K - $85K
8.95K $1.01M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.09K
- 1.42%
$25.21 - $25.99 $103K - $106K
285K $7.37M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-2.57K
- 5.51%
$49.0 - $52.0 $126K - $133K
44K $2.28M
ABT
Abbott Laboratories

Healthcare
-100
- 4.91%
$120.51 - $136.62 $12.1K - $13.7K
1.94K $259K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-250
- 1.69%
$78.11 - $79.07 $19.5K - $19.8K
14.5K $1.14M
CSCO
Cisco Systems, Inc.

Technology
-72
- 1.26%
$66.2 - $71.79 $4.77K - $5.17K
5.64K $385K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.63K
- 0.94%
$81.76 - $86.36 $215K - $227K
277K $23.5M
USTB
Victory Portfolios Ii Victorys

ETFs
-209
- 2.64%
$50.54 - $51.1 $10.6K - $10.7K
7.72K $393K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-335
- 0.43%
$50.85 - $51.35 $17K - $17.2K
78K $4M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-53
- 1.06%
$94.11 - $95.78 $4.99K - $5.08K
4.93K $471K
EEMV
Ishares Msci Emerging Markets

ETFs
-53
- 1.1%
$61.94 - $64.63 $3.28K - $3.43K
4.76K $304K
AMGN
Amgen Inc

Healthcare
-12
- 0.42%
$271.18 - $309.22 $3.25K - $3.71K
2.84K $800K
MRK
Merck & Co., Inc.

Healthcare
-4
- 0.11%
$77.6 - $87.37 $310 - $349
3.54K $297K
VTI
Vanguard Total Stock Market Et

ETFs
-10
- 0.75%
$303.93 - $329.86 $3.04K - $3.3K
1.33K $436K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-202
- 2.25%
$49.43 - $54.52 $9.98K - $11K
8.76K $474K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-397
- 1.31%
$28.92 - $32.19 $11.5K - $12.8K
29.9K $952K
ABBV
Abb Vie Inc.

Healthcare
-20
- 1.07%
$184.85 - $231.54 $3.7K - $4.63K
1.85K $427K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-304
- 1.1%
$76.29 - $80.63 $23.2K - $24.5K
27.4K $2.2M
JPM
Jpmorgan Chase & CO

Financial Services
-64
- 1.15%
$282.78 - $316.06 $18.1K - $20.2K
5.49K $1.73M
GE
General Electric CO

Industrials
-195
- 4.0%
$244.75 - $305.63 $47.7K - $59.6K
4.68K $1.41M
AOR
Ishares Tr Core Growth Allocat

ETFs
-92
- 0.14%
$60.99 - $64.39 $5.61K - $5.92K
64K $4.12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-14
- 0.33%
$567.77 - $614.76 $7.95K - $8.61K
4.27K $2.62M
MSFT
Microsoft Corp

Technology
-40
- 0.35%
$491.09 - $535.64 $19.6K - $21.4K
11.3K $5.86M
IXUS
Ishares Tr

ETFs
-562
- 1.04%
$76.35 - $82.58 $42.9K - $46.4K
53.3K $4.4M
PLTR
Palantir Technologies Inc.

Technology
-290
- 4.53%
$130.68 - $186.97 $37.9K - $54.2K
6.11K $1.11M
GOOGL
Alphabet Inc.

Communication Services
-310
- 5.84%
$174.36 - $254.72 $54.1K - $79K
5K $1.21M
UNH
Unitedhealth Group Inc

Healthcare
-355
- 2.29%
$237.77 - $353.61 $84.4K - $126K
15.1K $5.23M
WST
West Pharmaceutical Services Inc

Healthcare
-954
- 5.0%
$210.08 - $279.1 $200K - $266K
18.1K $4.75M
OMFL
Invesco Exchange Traded Self I

ETFs
-4.57K
- 1.27%
$57.41 - $60.45 $262K - $276K
356K $21.5M
FNDX
Schwab Fundamental U S Large C

ETFs
-3.45K
- 0.53%
$24.38 - $26.34 $84.1K - $90.8K
652K $17.1M
AAPL
Apple Inc.

Technology
-448
- 1.62%
$202.38 - $256.87 $90.7K - $115K
27.3K $6.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
-525
- 1.18%
$617.65 - $666.84 $324K - $350K
43.9K $29.3M
Activity Summary
Buys All Purchases 26 New Holdings 5 Increased Positions 21 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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