Burt Wealth Advisors Portfolio Holdings
Burt Wealth Advisors
- $399 Million
- Q3 2024
Burt Wealth Advisors has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $399 Million distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Caci International Inc with a value of $34.5M, Schwab Strategic Tr Us Large C with a value of $31.9M, Vanguard Bd Index Fd Inc Inter with a value of $29.8M, World Gold Trust with a value of $28.9M, and Spdr S&P 500 ETF Trust with a value of $26.8M.
Examining the 13F form we can see an increase of $20.5M in the current position value, from $378M to 399M.
Below you can find more details about Burt Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$399 Million
ETFs: $310 Million
Technology: $48.4 Million
Healthcare: $17.3 Million
Industrials: $4.99 Million
Financial Services: $4.81 Million
Consumer Cyclical: $4.38 Million
Consumer Defensive: $2.89 Million
Communication Services: $2.07 Million
Other: $1.78 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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