The Analysis of Burt Wealth Advisors's Holdings
Currently, Burt Wealth Advisors holds 115 types of securities in its portfolio with a total value $407.3M. In the most recent quarter, they have increased their positions in ICSH (+81.9K shares, valued at $4.2M), BRK.B (+5.1K shares, valued at $2.6M), AMZN (+5.1K shares, valued at $1.1M); decreased their positions in VTEB (-13.9K shares, valued at $698.4K), SPY (-525 shares, valued at $349.7K), OMFL (-4.6K shares, valued at $275.3K); initiated new positions in BRK.B (+5.1K shares, valued at $2.6M), CAT (+471 shares, valued at $224.6K), IJR (+1.8K shares, valued at $211.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CACI CACI INTL INC80.7K shares0.00%2025-09-302025-11-05
SCHX SCHWAB STRATEGIC TR1.5M shares0.15%2025-09-302025-11-05 BIV VANGUARD BD INDEX FDS458.1K shares2.95%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR43.9K shares-1.18%2025-09-302025-11-05 SPIB SPDR SERIES TRUST856.6K shares2.63%2025-09-302025-11-05 EFAV ISHARES TR276.5K shares-0.94%2025-09-302025-11-05 OMFL INVESCO EXCH TRD SLF IDX FD356.1K shares-1.27%2025-09-302025-11-05 FNDX SCHWAB STRATEGIC TR651.6K shares-0.53%2025-09-302025-11-05 SCHA SCHWAB STRATEGIC TR604.1K shares0.40%2025-09-302025-11-05 STIP ISHARES TR141.1K shares3.72%2025-09-302025-11-05 SPAB SPDR SERIES TRUST285.1K shares-1.42%2025-09-302025-11-05 AAPL APPLE INC27.3K shares-1.62%2025-09-302025-11-05 VTEB VANGUARD MUN BD FDS120.5K shares-10.38%2025-09-302025-11-05 MSFT MICROSOFT CORP11.3K shares-0.35%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS95.1K shares4.57%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC15.1K shares-2.29%2025-09-302025-11-05 ICSH ISHARES TR100.2K shares446.06%2025-09-302025-11-05 SPMO INVESCO EXCH TRADED FD TR II41.2K shares0.00%2025-09-302025-11-05 WST WEST PHARMACEUTICAL SVSC INC18.1K shares-5.00%2025-09-302025-11-05 MUB ISHARES TR42.5K shares4.84%2025-09-302025-11-05 IXUS ISHARES TR53.3K shares-1.04%2025-09-302025-11-05 AOR ISHARES TR64.0K shares-0.14%2025-09-302025-11-05 IAGG ISHARES TR78.0K shares-0.43%2025-09-302025-11-05 AMZN AMAZON COM INC17.2K shares42.58%2025-09-302025-11-05 TDTT FLEXSHARES TR123.7K shares-2.45%2025-09-302025-11-05 VOO VANGUARD INDEX FDS4.3K shares-0.33%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL5.1K sharesnew addition2025-09-302025-11-05 JNJ JOHNSON & JOHNSON12.8K shares0.00%2025-09-302025-11-05 PALC PACER FDS TR44.0K shares-5.51%2025-09-302025-11-05 IMCV ISHARES TR27.4K shares-1.10%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.5.5K shares-1.15%2025-09-302025-11-05 LLY ELI LILLY & CO2.3K shares-4.29%2025-09-302025-11-05 MMIT NEW YORK LIFE INVTS ACTIVE E70.4K shares0.00%2025-09-302025-11-05 PRF INVESCO EXCHANGE TRADED FD T36.8K shares2.79%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS5.7K shares0.05%2025-09-302025-11-05 GE GE AEROSPACE4.7K shares-4.00%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO8.5K shares0.00%2025-09-302025-11-05 MAR MARRIOTT INTL INC NEW4.7K shares0.00%2025-09-302025-11-05 GOOGL ALPHABET INC5.0K shares-5.84%2025-09-302025-11-05 BSV VANGUARD BD INDEX FDS14.5K shares-1.69%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC6.1K shares-4.53%2025-09-302025-11-05 WMT WALMART INC10.1K shares0.02%2025-09-302025-11-05 EEMA ISHARES INC11.1K shares0.00%2025-09-302025-11-05 XOM EXXON MOBIL CORP8.9K shares-7.50%2025-09-302025-11-05 HEI HEICO CORP NEW3.1K shares0.00%2025-09-302025-11-05 SCHZ SCHWAB STRATEGIC TR41.8K shares0.23%2025-09-302025-11-05 SCHG SCHWAB STRATEGIC TR29.9K shares-1.31%2025-09-302025-11-05 ORCL ORACLE CORP3.1K shares0.00%2025-09-302025-11-05 AXP AMERICAN EXPRESS CO2.5K shares0.00%2025-09-302025-11-05 GLTR ABRDN PRECIOUS METALS BASKET5.0K shares0.00%2025-09-302025-11-05 MTUM ISHARES TR3.2K shares0.00%2025-09-302025-11-05 STPZ PIMCO ETF TR15.1K shares0.00%2025-09-302025-11-05 UNP UNION PAC CORP3.4K shares0.00%2025-09-302025-11-05 AMGN AMGEN INC2.8K shares-0.42%2025-09-302025-11-05 IMCG ISHARES TR9.5K shares0.00%2025-09-302025-11-05 HYMB SPDR SERIES TRUST31.3K shares-24.62%2025-09-302025-11-05 GOOG ALPHABET INC3.2K shares0.00%2025-09-302025-11-05 IUSB ISHARES TR16.4K shares0.00%2025-09-302025-11-05 GEV GE VERNOVA INC1.2K shares0.00%2025-09-302025-11-05 HEI.A HEICO CORP NEW2.8K shares0.00%2025-09-302025-11-05 MCK MCKESSON CORP816 shares0.00%2025-09-302025-11-05 SHM SPDR SERIES TRUST13.0K shares0.00%2025-09-302025-11-05 V VISA INC1.8K shares0.00%2025-09-302025-11-05 BOND PIMCO ETF TR6.5K shares0.00%2025-09-302025-11-05 IQLT ISHARES TR12.5K shares0.00%2025-09-302025-11-05 HD HOME DEPOT INC1.3K shares0.00%2025-09-302025-11-05 AMP AMERIPRISE FINL INC1.1K shares0.00%2025-09-302025-11-05 IWV ISHARES TR1.4K shares0.00%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F8.8K shares-2.25%2025-09-302025-11-05 HYS PIMCO ETF TR4.9K shares-1.06%2025-09-302025-11-05 GLOF ISHARES TR9.1K shares0.00%2025-09-302025-11-05 MMM 3M CO3.0K shares0.00%2025-09-302025-11-05 IBIT ISHARES BITCOIN TRUST ETF7.1K shares18.37%2025-09-302025-11-05 MDYV SPDR SERIES TRUST5.5K shares8.71%2025-09-302025-11-05 IWP ISHARES TR3.2K shares-4.51%2025-09-302025-11-05 VTI VANGUARD INDEX FDS1.3K shares-0.75%2025-09-302025-11-05 ABBV ABBVIE INC1.8K shares-1.07%2025-09-302025-11-05 WFC WELLS FARGO CO NEW5.1K shares0.00%2025-09-302025-11-05 PTLC PACER FDS TR7.7K shares0.00%2025-09-302025-11-05 IEFA ISHARES TR4.8K shares0.00%2025-09-302025-11-05 BNDX VANGUARD CHARLOTTE FDS8.3K shares0.12%2025-09-302025-11-05 USTB VICTORY PORTFOLIOS II7.7K shares-2.64%2025-09-302025-11-05 USB US BANCORP DEL8.1K shares0.00%2025-09-302025-11-05 EFX EQUIFAX INC1.5K shares0.00%2025-09-302025-11-05 CSCO CISCO SYS INC5.6K shares-1.26%2025-09-302025-11-05 STT STATE STR CORP3.3K shares0.00%2025-09-302025-11-05 DIS DISNEY WALT CO3.2K shares0.00%2025-09-302025-11-05 COF CAPITAL ONE FINL CORP1.7K shares0.00%2025-09-302025-11-05 BAC BANK AMERICA CORP7.0K shares0.00%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR1.2K shares0.00%2025-09-302025-11-05 AEP AMERICAN ELEC PWR CO INC3.1K shares0.00%2025-09-302025-11-05 NKE NIKE INC4.9K shares0.00%2025-09-302025-11-05 PFE PFIZER INC12.9K shares0.14%2025-09-302025-11-05 EEMV ISHARES INC4.8K shares-1.10%2025-09-302025-11-05 NVDA NVIDIA CORPORATION1.6K shares3.45%2025-09-302025-11-05 MRK MERCK & CO INC3.5K shares-0.11%2025-09-302025-11-05 SCHB SCHWAB STRATEGIC TR11.6K shares0.01%2025-09-302025-11-05 SPSM SPDR SERIES TRUST6.2K shares0.00%2025-09-302025-11-05 CVX CHEVRON CORP NEW1.8K shares8.64%2025-09-302025-11-05 SCHF SCHWAB STRATEGIC TR12.1K shares23.67%2025-09-302025-11-05 EGBN EAGLE BANCORP INC MD13.9K shares0.00%2025-09-302025-11-05 SYY SYSCO CORP3.4K shares0.00%2025-09-302025-11-05 JPIE J P MORGAN EXCHANGE TRADED F5.7K shares0.00%2025-09-302025-11-05 ABT ABBOTT LABS1.9K shares-4.91%2025-09-302025-11-05 SKOR FLEXSHARES TR5.2K shares0.00%2025-09-302025-11-05 PEP PEPSICO INC1.8K shares0.00%2025-09-302025-11-05 BKNG BOOKING HOLDINGS INC46 shares0.00%2025-09-302025-11-05 PNC PNC FINL SVCS GROUP INC1.2K shares0.00%2025-09-302025-11-05 NSC NORFOLK SOUTHN CORP800 shares0.00%2025-09-302025-11-05 MS MORGAN STANLEY1.5K shares0.00%2025-09-302025-11-05 CAT CATERPILLAR INC471 sharesnew addition2025-09-302025-11-05 LMT LOCKHEED MARTIN CORP447 shares0.00%2025-09-302025-11-05 IJR ISHARES TR1.8K sharesnew addition2025-09-302025-11-05 IVV ISHARES TR315 sharesnew addition2025-09-302025-11-05 MOAT VANECK ETF TRUST2.0K sharesnew addition2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available