$110 Million is the total value of Burt Wealth Advisors's 665 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 203.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EFAV | Buy | ISHARES MSCI EAFE MINuie | $17,290,000 | +5.2% | 260,232 | +2.7% | 15.76% | +19.9% |
VWO | Buy | VANGUARD FTSE EMERGINGuie | $12,342,000 | +59.1% | 356,900 | +50.5% | 11.25% | +81.4% |
FM | Buy | ISHARES MSCI FRONTIERuie | $7,131,000 | +42.5% | 290,227 | +44.3% | 6.50% | +62.5% |
SCHA | Buy | SCHWAB US SMALL CAP ETFuie | $6,585,000 | +5.6% | 126,547 | +5.7% | 6.00% | +20.4% |
UNH | Buy | UNITEDHEALTH GRP INC | $2,682,000 | +10.4% | 20,809 | +0.7% | 2.44% | +25.9% |
JNJ | Buy | JOHNSON & JOHNSON | $1,377,000 | +18.2% | 12,724 | +12.1% | 1.26% | +34.8% |
XOM | Buy | EXXON MOBIL CORP | $1,243,000 | +13.0% | 14,865 | +5.3% | 1.13% | +28.9% |
GE | Buy | GENERAL ELECTRIC CO | $1,056,000 | +6.1% | 33,229 | +4.0% | 0.96% | +21.1% |
IBM | Buy | IBM CORP | $909,000 | +11.1% | 6,001 | +0.9% | 0.83% | +26.8% |
PG | Buy | PROCTER & GAMBLE | $713,000 | +11.4% | 8,661 | +7.4% | 0.65% | +27.2% |
USB | Buy | U S BANCORP | $522,000 | -4.6% | 12,861 | +0.2% | 0.48% | +8.9% |
WGL | Buy | WGL HOLDINGS INC | $496,000 | +15.3% | 6,852 | +0.3% | 0.45% | +31.4% |
VB | Buy | VANGUARD SMALL CAP ETFuie | $495,000 | +54.7% | 4,439 | +53.2% | 0.45% | +76.2% |
MSFT | Buy | MICROSOFT CORP | $434,000 | +5.9% | 7,859 | +6.3% | 0.40% | +20.7% |
BMY | Buy | BRISTOL-MYERS SQUIBB | $427,000 | +52.0% | 6,679 | +63.4% | 0.39% | +72.9% |
VZ | Buy | VERIZON COMMUNICATN | $423,000 | +48.9% | 7,819 | +27.1% | 0.39% | +70.0% |
VGK | Buy | VANGUARD FTSE EUROPEuie | $413,000 | +4.8% | 8,509 | +7.5% | 0.38% | +19.4% |
PFE | Buy | PFIZER INCORPORATED | $374,000 | -3.6% | 12,603 | +4.8% | 0.34% | +10.0% |
KO | Buy | COCA COLA COMPANY | $349,000 | +25.5% | 7,529 | +16.2% | 0.32% | +43.2% |
DIS | Buy | WALT DISNEY CO | $345,000 | -5.2% | 3,474 | +0.0% | 0.31% | +7.9% |
MDY | Buy | SPDR S&P MIDCAP 400 ETFuie | $330,000 | +3.8% | 1,256 | +0.1% | 0.30% | +18.5% |
CVX | Buy | CHEVRON CORPORATION | $290,000 | +15.5% | 3,037 | +8.6% | 0.26% | +31.3% |
SDY | Buy | SPDR S&P DIVIDEND ETF IVuie | $284,000 | +2481.8% | 3,554 | +2207.8% | 0.26% | +2777.8% |
VOO | Buy | VANGUARD S&P 500 ETFuie | $282,000 | +51.6% | 1,494 | +49.4% | 0.26% | +72.5% |
PEP | Buy | PEPSICO INCORPORATED | $281,000 | +86.1% | 2,738 | +80.7% | 0.26% | +111.6% |
T | Buy | A T & T INC | $276,000 | +30.2% | 7,053 | +14.4% | 0.25% | +49.1% |
CMCSA | New | COMCAST CORPORATION | $263,000 | – | 4,305 | +100.0% | 0.24% | – |
CAT | Buy | CATERPILLAR INC | $242,000 | +19.2% | 3,157 | +5.3% | 0.22% | +36.4% |
SCHE | Buy | SCHWAB EMERGING MARKETSuie | $243,000 | +14.1% | 11,680 | +7.0% | 0.22% | +30.0% |
WFC | Buy | WELLS FARGO & CO | $232,000 | -6.5% | 4,805 | +5.1% | 0.21% | +6.6% |
New | 1/100 BERKSHIRE HTWY CLA | $213,000 | – | 100 | +100.0% | 0.19% | – | |
STT | Buy | STATE STREET CORP | $212,000 | -10.9% | 3,615 | +0.4% | 0.19% | +1.6% |
GILD | Buy | GILEAD SCIENCES INC | $194,000 | -8.1% | 2,117 | +1.3% | 0.18% | +4.7% |
AGG | Buy | ISHARES CORE US AGGRGTuie | $192,000 | +18.5% | 1,734 | +15.4% | 0.18% | +35.7% |
MCK | Buy | MCKESSON CORPORATION | $181,000 | -11.7% | 1,152 | +10.6% | 0.16% | +0.6% |
Buy | AMERICAN EXPRESS CO | $175,000 | -11.2% | 2,843 | +0.3% | 0.16% | +1.9% | |
SCHB | Buy | SCHWAB US BROAD MARKETuie | $173,000 | +1.8% | 3,502 | +0.7% | 0.16% | +16.2% |
EFA | New | ISHARES MSCI EAFE ETFuie | $168,000 | – | 2,947 | +100.0% | 0.15% | – |
IBB | Buy | ISHARES NASDAQuie | $152,000 | +700.0% | 584 | +889.8% | 0.14% | +826.7% |
MDYG | Buy | SPDR S&P 400 MID CAPuie | $149,000 | +10.4% | 1,254 | +9.0% | 0.14% | +25.9% |
USMV | Buy | ISHARES MSCI USA MINuie | $145,000 | +95.9% | 3,292 | +83.7% | 0.13% | +123.7% |
WMT | Buy | WAL-MART STORES INC | $145,000 | +13.3% | 2,123 | +1.0% | 0.13% | +29.4% |
TWC | Buy | TIME WARNER CABLE | $140,000 | +22.8% | 685 | +10.8% | 0.13% | +40.7% |
TWX | Buy | TIME WARNER INC | $137,000 | +52.2% | 1,886 | +34.9% | 0.12% | +73.6% |
UTX | Buy | UNITED TECHNOLOGIES | $120,000 | +5.3% | 1,201 | +1.0% | 0.11% | +19.8% |
ESRX | Buy | EXPRESS SCRIPTS HLDG | $115,000 | -19.0% | 1,674 | +2.4% | 0.10% | -7.1% |
SLB | Buy | SCHLUMBERGER LTD Ffgo | $115,000 | +25.0% | 1,559 | +17.7% | 0.10% | +41.9% |
CL | Buy | COLGATE-PALMOLIVE CO | $109,000 | +6.9% | 1,538 | +0.1% | 0.10% | +22.2% |
EMC | Buy | EMC CORP MASS | $106,000 | +5.0% | 3,988 | +0.8% | 0.10% | +19.8% |
ETP | New | ENERGY TRANSFER PART LPmlp | $104,000 | – | 3,228 | +100.0% | 0.10% | – |
Buy | BANK OF AMERICA CORP | $102,000 | -3.8% | 7,521 | +18.3% | 0.09% | +9.4% | |
TRP | New | TRANSCANADA CORP Ffgc | $98,000 | – | 2,500 | +100.0% | 0.09% | – |
ORCL | Buy | ORACLE CORPORATION | $98,000 | +16.7% | 2,393 | +2.9% | 0.09% | +32.8% |
MITK | Buy | MITEK SYSTEMS INC | $96,000 | +357.1% | 14,650 | +181.7% | 0.09% | +417.6% |
GOOG | New | ALPHABET INC. | $94,000 | – | 126 | +100.0% | 0.09% | – |
DD | Buy | DU PONT EI DE NEMOUR | $94,000 | +27.0% | 1,492 | +33.6% | 0.09% | +45.8% |
TEVA | Buy | TEVA PHARM INDS LTD Fadr | $91,000 | -18.0% | 1,705 | +0.8% | 0.08% | -6.7% |
SPXS | Buy | DIREXION DAILY S&P 500uie | $85,000 | +325.0% | 5,500 | +547.1% | 0.08% | +381.2% |
FRN | New | GUGGENHEIM FRONTIERuie | $85,000 | – | 7,825 | +100.0% | 0.08% | – |
EPD | New | ENTERPRISE PRODUCTS LPmlp | $84,000 | – | 3,425 | +100.0% | 0.08% | – |
SCHF | Buy | SCHWAB INTERNATIONALuie | $80,000 | +8.1% | 2,937 | +8.1% | 0.07% | +23.7% |
NEAR | New | ISHARES SHORT MATURITYuie | $80,000 | – | 1,600 | +100.0% | 0.07% | – |
STZ | Buy | CONSTELLATION BRAND | $78,000 | +9.9% | 516 | +3.2% | 0.07% | +24.6% |
PEG | Buy | PUB SVC ENTERPISE GP | $77,000 | +24.2% | 1,638 | +1.6% | 0.07% | +40.0% |
BX | Buy | BLACKSTONE GROUP LP LPmlp | $75,000 | +2400.0% | 2,687 | +1920.3% | 0.07% | +3300.0% |
SYY | Buy | SYSCO CORPORATION | $75,000 | +240.9% | 1,600 | +198.0% | 0.07% | +277.8% |
CVS | Buy | CVS HEALTH CORP | $73,000 | +305.6% | 705 | +269.1% | 0.07% | +378.6% |
WBA | Buy | WALGREENS BOOTS ALLI | $74,000 | +825.0% | 875 | +775.0% | 0.07% | +1016.7% |
CSCO | Buy | CISCO SYSTEMS INC | $72,000 | +5.9% | 2,535 | +1.5% | 0.07% | +22.2% |
Buy | BOEING CO | $71,000 | +4.4% | 558 | +18.0% | 0.06% | +20.4% | |
KMB | New | KIMBERLY-CLARK CORP | $67,000 | – | 500 | +100.0% | 0.06% | – |
Buy | AMGEN INCORPORATED | $66,000 | +17.9% | 440 | +25.7% | 0.06% | +33.3% | |
VIG | Buy | VANGUARD DIVIDENDuie | $66,000 | +842.9% | 807 | +654.2% | 0.06% | +900.0% |
PNC | Buy | PNC FINANCIAL SRVCS | $65,000 | +18.2% | 764 | +21.9% | 0.06% | +34.1% |
OXY | Buy | OCCIDENTAL PETROL CO | $64,000 | +1.6% | 936 | +0.3% | 0.06% | +16.0% |
HON | Buy | HONEYWELL INTL INC | $62,000 | +10.7% | 557 | +6.1% | 0.06% | +26.7% |
PPG | New | PPG INDUSTRIES INC | $62,000 | – | 555 | +100.0% | 0.06% | – |
V | Buy | VISA INC | $60,000 | +252.9% | 780 | +242.1% | 0.06% | +292.9% |
MO | Buy | ALTRIA GROUP INC | $60,000 | +11.1% | 951 | +390.2% | 0.06% | +27.9% |
HST | Buy | HOST HOTELS & RESORTret | $57,000 | +11.8% | 3,420 | +1.0% | 0.05% | +26.8% |
PRU | Buy | PRUDENTIAL FINANCIAL | $56,000 | +107.4% | 773 | +128.0% | 0.05% | +131.8% |
XLK | New | TECHNOLOGY SELECT SECTORuie | $53,000 | – | 1,200 | +100.0% | 0.05% | – |
WM | New | WASTE MANAGEMENT INC | $53,000 | – | 900 | +100.0% | 0.05% | – |
VLKPY | Buy | VOLKSWAGEN A G Fadr | $51,000 | +75.9% | 2,000 | +96.1% | 0.05% | +100.0% |
INTC | Buy | INTEL CORP | $51,000 | -1.9% | 1,571 | +2.9% | 0.05% | +9.5% |
PHO | New | POWERSHARES WATER RESCuie | $51,000 | – | 2,300 | +100.0% | 0.05% | – |
FOXA | Buy | 21ST CENT FOX | $48,000 | +37.1% | 1,735 | +36.6% | 0.04% | +57.1% |
VO | Buy | VANGUARD MID CAP ETF IVuie | $47,000 | +4600.0% | 388 | +7660.0% | 0.04% | +4200.0% |
NYLD | New | NRG YIELD INC | $47,000 | – | 3,300 | +100.0% | 0.04% | – |
NEE | Buy | NEXTERA ENERGY INC | $46,000 | +21.1% | 387 | +4.0% | 0.04% | +40.0% |
CELG | New | CELGENE CORP | $45,000 | – | 450 | +100.0% | 0.04% | – |
SBUX | Buy | STARBUCKS CORP | $43,000 | +138.9% | 714 | +138.0% | 0.04% | +178.6% |
GSK | New | GLAXOSMITHKLINE PLC Fadr | $40,000 | – | 975 | +100.0% | 0.04% | – |
TMO | New | THERMO FISHER SCNTFC | $40,000 | – | 285 | +100.0% | 0.04% | – |
DUK | Buy | DUKE ENERGY CORP | $38,000 | +46.2% | 465 | +27.4% | 0.04% | +66.7% |
CCI | New | CROWN CASTLE INTL COret | $37,000 | – | 430 | +100.0% | 0.03% | – |
IGIB | Buy | ISHARES INTERM CREDITuie | $35,000 | +40.0% | 321 | +35.4% | 0.03% | +60.0% |
VNQ | New | VANGUARD REIT ETF IVuie | $34,000 | – | 411 | +100.0% | 0.03% | – |
AMT | Buy | AMERICAN TOWER CORPret | $33,000 | +450.0% | 326 | +359.2% | 0.03% | +500.0% |
C | Buy | CITIGROUP INC | $32,000 | +3100.0% | 765 | +5000.0% | 0.03% | +2800.0% |
KBE | New | SPDR S&P BANK ETF IVuie | $31,000 | – | 1,011 | +100.0% | 0.03% | – |
IP | Buy | INTERNATIONAL PAPER | $30,000 | +275.0% | 729 | +218.3% | 0.03% | +350.0% |
EOG | Buy | EOG RESOURCES INC | $30,000 | +275.0% | 411 | +273.6% | 0.03% | +350.0% |
BSV | Buy | VANGUARD SHORT-TERM BONDuie | $30,000 | -84.0% | 373 | +58.1% | 0.03% | -81.9% |
TTEK | New | TETRA TECH INC | $30,000 | – | 1,000 | +100.0% | 0.03% | – |
TGT | Buy | TARGET CORPORATION | $28,000 | +16.7% | 344 | +0.3% | 0.03% | +36.8% |
MET | Buy | METLIFE INC | $28,000 | +154.5% | 629 | +174.7% | 0.03% | +188.9% |
PNQI | New | POWERSHARES NASDAQuie | $28,000 | – | 375 | +100.0% | 0.03% | – |
SSS | New | SOVRAN SELF STORAGE,ret | $29,000 | – | 250 | +100.0% | 0.03% | – |
SNH | New | SENIOR HSG PPTY TRret | $27,000 | – | 1,500 | +100.0% | 0.02% | – |
CP | New | CANADIAN PAC RAILWAY Ffgc | $27,000 | – | 200 | +100.0% | 0.02% | – |
NSC | Buy | NORFOLK SOUTHERN CO | $26,000 | +52.9% | 315 | +56.7% | 0.02% | +71.4% |
SE | Buy | SPECTRA ENERGY CORP | $26,000 | +62.5% | 841 | +21.7% | 0.02% | +84.6% |
WY | Buy | WEYERHAEUSER COret | $26,000 | +225.0% | 830 | +207.4% | 0.02% | +300.0% |
TM | Buy | TOYOTA MOTOR CORP Fadr | $26,000 | +4.0% | 240 | +14.3% | 0.02% | +20.0% |
PSX | Buy | PHILLIPS 66 | $26,000 | +225.0% | 305 | +190.5% | 0.02% | +300.0% |
UL | Buy | UNILEVER PLC Fadr | $25,000 | +8.7% | 551 | +2.0% | 0.02% | +27.8% |
QCOM | Buy | QUALCOMM INC | $24,000 | +200.0% | 475 | +173.0% | 0.02% | +266.7% |
DFS | Buy | DISCOVER FINANCIAL S | $24,000 | +4.3% | 469 | +6.1% | 0.02% | +22.2% |
MU | Buy | MICRON TECHNOLOGY | $23,000 | +360.0% | 2,240 | +2334.8% | 0.02% | +425.0% |
FEM | New | FT EMERGING MARKETSuie | $23,000 | – | 1,197 | +100.0% | 0.02% | – |
MBB | New | ISHARES MBS ETFuie | $23,000 | – | 213 | +100.0% | 0.02% | – |
XYL | New | XYLEM INC. | $23,000 | – | 564 | +100.0% | 0.02% | – |
EPAM | Buy | EPAM SYSTEMS INC | $23,000 | 0.0% | 306 | +2.0% | 0.02% | +16.7% |
AGN | Buy | ALLERGAN PLC Ffgo | $23,000 | -8.0% | 86 | +6.2% | 0.02% | +5.0% |
FISV | Buy | FISERV INC | $22,000 | +22.2% | 216 | +8.0% | 0.02% | +42.9% |
MMP | New | MAGELLAN MIDSTREAM P LPmlp | $21,000 | – | 300 | +100.0% | 0.02% | – |
PAA | Buy | PLAINS ALL AMERICAN LPmlp | $21,000 | +61.5% | 1,000 | +75.4% | 0.02% | +90.0% |
CBOE | New | CBOE HOLDINGS INC | $20,000 | – | 300 | +100.0% | 0.02% | – |
EQM | New | EQT MIDSTREAM PNTRS LPmlp | $19,000 | – | 250 | +100.0% | 0.02% | – |
RWO | New | SPDR DOW JONE GLOBALuie | $18,000 | – | 360 | +100.0% | 0.02% | – |
CG | Buy | CARLYLE GROUP LPmlp | $18,000 | +350.0% | 1,045 | +326.5% | 0.02% | +433.3% |
Buy | ALLSTATE CORPORATION | $18,000 | +28.6% | 260 | +7.9% | 0.02% | +45.5% | |
COR | New | CORESITE REALTY CORPret | $18,000 | – | 250 | +100.0% | 0.02% | – |
HPE | Buy | HEWLETT PACKARD ENTE | $18,000 | +157.1% | 1,001 | +99.8% | 0.02% | +166.7% |
COP | Buy | CONOCOPHILLIPS | $17,000 | +70.0% | 416 | +98.1% | 0.02% | +87.5% |
QEP | New | QEP RESOURCES INC | $16,000 | – | 1,100 | +100.0% | 0.02% | – |
NEM | New | NEWMONT MINING CORP | $16,000 | – | 600 | +100.0% | 0.02% | – |
SCHO | Buy | SCHWAB SHORT TERM USuie | $17,000 | +325.0% | 337 | +332.1% | 0.02% | +400.0% |
KHC | New | KRAFT HEINZ COMPANY | $16,000 | – | 208 | +100.0% | 0.02% | – |
CBI | New | CHICAGO BRIDGE &IRON Fadr | $15,000 | – | 400 | +100.0% | 0.01% | – |
TEX | New | TEREX CORP | $15,000 | – | 600 | +100.0% | 0.01% | – |
PPL | Buy | PPL CORPORATION | $15,000 | +25.0% | 384 | +1.1% | 0.01% | +40.0% |
ET | New | ENERGY TRNFR EQUITY LPmlp | $14,000 | – | 2,020 | +100.0% | 0.01% | – |
HEDJ | New | WISDOMTREE EUROPE HEDGEDuie | $14,000 | – | 272 | +100.0% | 0.01% | – |
NYLDA | New | NRG YIELD INC | $14,000 | – | 1,000 | +100.0% | 0.01% | – |
SPLV | New | POWERSHARES S&P 500 LOWuie | $14,000 | – | 350 | +100.0% | 0.01% | – |
GSPRJ | New | GOLDMAN SACHS 5.5% PFDpre | $13,000 | – | 500 | +100.0% | 0.01% | – |
DOW | New | DOW CHEMICAL COMPANY | $13,000 | – | 250 | +100.0% | 0.01% | – |
EMN | New | EASTMAN CHEMICAL CO | $12,000 | – | 160 | +100.0% | 0.01% | – |
HPQ | Buy | HP INC. | $12,000 | +140.0% | 1,001 | +99.8% | 0.01% | +175.0% |
TD | New | TORONTO DOMINION BNK Ffgc | $12,000 | – | 275 | +100.0% | 0.01% | – |
EXR | New | EXTRA SPACE STORAGEret | $12,000 | – | 125 | +100.0% | 0.01% | – |
LUV | Buy | SOUTHWEST AIRLINES | $12,000 | +33.3% | 267 | +18.7% | 0.01% | +57.1% |
IEF | New | ISHARES 7-10 YEAR TRSURYuie | $11,000 | – | 103 | +100.0% | 0.01% | – |
MOS | New | MOSAIC CO | $11,000 | – | 400 | +100.0% | 0.01% | – |
CBS | New | CBS CORP | $11,000 | – | 201 | +100.0% | 0.01% | – |
URI | New | UNITED RENTALS INC | $10,000 | – | 160 | +100.0% | 0.01% | – |
FPA | New | FT ASIA PACIFC EX JAPANuie | $9,000 | – | 315 | +100.0% | 0.01% | – |
STX | New | SEAGATE TECHNOLOGY Ffgo | $9,000 | – | 250 | +100.0% | 0.01% | – |
TNA | New | DIREXION DAILY SMALL CAPuie | $9,000 | – | 150 | +100.0% | 0.01% | – |
IGLB | New | ISHARES 10+ YEAR CREDITuie | $9,000 | – | 144 | +100.0% | 0.01% | – |
CHKP | Buy | CHECK PT SOFTWARE Ffgo | $9,000 | +12.5% | 103 | +3.0% | 0.01% | +33.3% |
TROW | Buy | T ROWE PRICE GROUP | $9,000 | +28.6% | 121 | +13.1% | 0.01% | +33.3% |
HAS | Buy | HASBRO INC | $9,000 | +28.6% | 116 | +11.5% | 0.01% | +33.3% |
MFLX | Buy | MULTI FINELINE ELECT | $9,000 | +125.0% | 400 | +100.0% | 0.01% | +166.7% |
PNM | New | PNM RESOURCES INC | $8,000 | – | 250 | +100.0% | 0.01% | – |
MPLX | New | MPLX LP LPmlp | $8,000 | – | 272 | +100.0% | 0.01% | – |
GEL | New | GENESIS ENERGY LP LPmlp | $8,000 | – | 250 | +100.0% | 0.01% | – |
LL | Buy | LUMBER LIQUIDATORS | $7,000 | +40.0% | 550 | +83.3% | 0.01% | +50.0% |
WFCPRJCL | New | WELLS FARGO & CO 8% PFDpre | $7,000 | – | 250 | +100.0% | 0.01% | – |
CQP | New | CHENIERE ENERGY PTNR LPmlp | $7,000 | – | 250 | +100.0% | 0.01% | – |
COL | Buy | ROCKWELL COLLINS INC | $7,000 | +16.7% | 80 | +14.3% | 0.01% | +20.0% |
ENH | Buy | ENDURANCE SPECALTY Ffgo | $7,000 | +16.7% | 103 | +5.1% | 0.01% | +20.0% |
SEP | New | SPECTRA ENERGY PARTN LPmlp | $5,000 | – | 100 | +100.0% | 0.01% | – |
TLGT | Buy | TELIGENT INC NEW | $5,000 | -16.7% | 1,000 | +33.3% | 0.01% | 0.0% |
SSW | New | SEASPAN CORP Ffgo | $5,000 | – | 250 | +100.0% | 0.01% | – |
NVO | Buy | NOVO-NORDISK A-S Fadr | $6,000 | 0.0% | 116 | +12.6% | 0.01% | 0.0% |
HSFCPRBCL | New | HSBC FIN CORP 6.36% PFDpre | $6,000 | – | 250 | +100.0% | 0.01% | – |
OAK | New | OAKTREE CAP GRP LLC | $6,000 | – | 125 | +100.0% | 0.01% | – |
SFUN | New | SOUFUN HLDGS LTD Fadr | $5,000 | – | 937 | +100.0% | 0.01% | – |
WW | New | WEIGHT WATCHERS INTL | $6,000 | – | 385 | +100.0% | 0.01% | – |
PEI | New | PENN REAL ESTret | $5,000 | – | 250 | +100.0% | 0.01% | – |
GMWSA | New | GENERAL MOTORS CO 16 WTSwar | $6,000 | – | 292 | +100.0% | 0.01% | – |
New | AEGON NV 6.375% PFDpre | $6,000 | – | 250 | +100.0% | 0.01% | – | |
SPWR | New | SUNPOWER CORP | $5,000 | – | 219 | +100.0% | 0.01% | – |
ADT | Buy | ADT CORP | $4,000 | +300.0% | 87 | +45.0% | 0.00% | +300.0% |
A | Buy | AGILENT TECHNOLOGIES | $4,000 | +33.3% | 94 | +23.7% | 0.00% | +100.0% |
ARCC | New | ARES CAPITAL CORP | $4,000 | – | 250 | +100.0% | 0.00% | – |
CLCT | New | COLLECTORS UNIVERSE | $4,000 | – | 250 | +100.0% | 0.00% | – |
KKR | Buy | KKR & CO LP LPmlp | $4,000 | +300.0% | 250 | +262.3% | 0.00% | +300.0% |
KYN | New | KAYNE ANDERSON MLP INVEScem | $4,000 | – | 250 | +100.0% | 0.00% | – |
New | AUST&NEW ZEALND BKG Fadr | $4,000 | – | 250 | +100.0% | 0.00% | – | |
WPG | Buy | W P GLIMCHER INCORPOret | $4,000 | +33.3% | 395 | +46.3% | 0.00% | +100.0% |
SDRL | Buy | SEADRILL LTD Ffgo | $4,000 | +300.0% | 1,162 | +343.5% | 0.00% | +300.0% |
BWX | New | SPDR BARCLAYSuie | $3,000 | – | 45 | +100.0% | 0.00% | – |
PFF | New | ISHARES U.S. PREFERREDuie | $3,000 | – | 84 | +100.0% | 0.00% | – |
CB | New | CHUBB LTD Ffgo | $3,000 | – | 137 | +100.0% | 0.00% | – |
GDX | New | MARKET VECTORS GOLDuie | $3,000 | – | 200 | +100.0% | 0.00% | – |
SGDM | New | SPROTT GOLD MINERS ETFuie | $3,000 | – | 135 | +100.0% | 0.00% | – |
FCEB | New | FOREST CITY REALTY Tret | $3,000 | – | 150 | +100.0% | 0.00% | – |
RTM | New | GUGGENHEIM S&P 500 EQUALuie | $3,000 | – | 35 | +100.0% | 0.00% | – |
IBND | New | SPDR BARCLAYSuie | $3,000 | – | 85 | +100.0% | 0.00% | – |
BLX | New | BANCO LATINOAMERCANO Ffgo | $3,000 | – | 125 | +100.0% | 0.00% | – |
NRZ | New | NEW RESIDENTIAL INVEret | $3,000 | – | 250 | +100.0% | 0.00% | – |
GLP | New | GLOBAL PARTNERS LP LPmlp | $3,000 | – | 250 | +100.0% | 0.00% | – |
XLG | New | GUGGENHEIM SP 500 TOP 50uie | $3,000 | – | 20 | +100.0% | 0.00% | – |
GMWSB | New | GENERAL MOTORS CO 19 WTSwar | $3,000 | – | 292 | +100.0% | 0.00% | – |
CWB | New | SPDR BARCLAYS CNVuie | $3,000 | – | 72 | +100.0% | 0.00% | – |
PTY | New | PIMCO CORPORATE OPPORTUNcem | $3,000 | – | 250 | +100.0% | 0.00% | – |
RPV | New | GUGGENHEIM S&P 500 PUREuie | $3,000 | – | 55 | +100.0% | 0.00% | – |
APLP | New | ARCHROCK PARTNERS L LPmlp | $3,000 | – | 250 | +100.0% | 0.00% | – |
WBK | New | WESTPAC BANKING LTD Fadr | $3,000 | – | 112 | +100.0% | 0.00% | – |
RFV | New | GUGGEH S&P MIDCAP 400uie | $3,000 | – | 55 | +100.0% | 0.00% | – |
LKQ | New | LKQ CORP | $2,000 | – | 65 | +100.0% | 0.00% | – |
BBVA | New | BANCO BILBAO ARGEN Fadr | $2,000 | – | 250 | +100.0% | 0.00% | – |
HII | New | HUNTINGTON INGALLS | $2,000 | – | 17 | +100.0% | 0.00% | – |
CMRE | New | COSTAMARE INC Ffgo | $2,000 | – | 250 | +100.0% | 0.00% | – |
ON | New | ON SEMICONDUCTOR CO | $2,000 | – | 162 | +100.0% | 0.00% | – |
RHI | New | ROBERT HALF INTL | $2,000 | – | 36 | +100.0% | 0.00% | – |
RCL | New | ROYAL CARIBBEAN CRUI Ffgo | $2,000 | – | 23 | +100.0% | 0.00% | – |
QRTEA | Buy | LIBERTY INTERACTV | $2,000 | -60.0% | 196 | +64.7% | 0.00% | -50.0% |
FFIV | New | F5 NETWORKS INC | $2,000 | – | 22 | +100.0% | 0.00% | – |
CTSH | New | COGNIZANT TECH SOLU | $2,000 | – | 34 | +100.0% | 0.00% | – |
WHR | New | WHIRLPOOL CORP | $2,000 | – | 9 | +100.0% | 0.00% | – |
New | AMERISOURCEBERGEN CO | $2,000 | – | 22 | +100.0% | 0.00% | – | |
WOOF | New | V C A INC | $2,000 | – | 38 | +100.0% | 0.00% | – |
SGOL | New | ETFS GOLD TRUST ETFuie | $2,000 | – | 20 | +100.0% | 0.00% | – |
CROP | New | IQ GLOBAL AGRIBUSINESSuie | $2,000 | – | 80 | +100.0% | 0.00% | – |
New | BORG WARNER INC | $2,000 | – | 45 | +100.0% | 0.00% | – | |
DLTR | New | DOLLAR TREE INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
New | ATWOOD OCEANICS INC | $1,000 | – | 8 | +100.0% | 0.00% | – | |
KHOLY | New | KOC HOLDING AS Fadr | $1,000 | – | 19 | +100.0% | 0.00% | – |
SMTC | New | SEMTECH CORP | $1,000 | – | 23 | +100.0% | 0.00% | – |
KDDIY | New | K D D I CORPORATION Fadr | $1,000 | – | 46 | +100.0% | 0.00% | – |
SVNDY | New | SEVEN & I HLDG CO Fadr | $1,000 | – | 27 | +100.0% | 0.00% | – |
SHPG | New | SHIRE PLC Fadr | $1,000 | – | 2 | +100.0% | 0.00% | – |
New | AFFILIATED MANAGERS | $1,000 | – | 9 | +100.0% | 0.00% | – | |
KPCPY | New | KASIKORNBANK PUBLIC Fadr | $1,000 | – | 17 | +100.0% | 0.00% | – |
KBCSY | New | KBC GROUP NV Fadr | $1,000 | – | 8 | +100.0% | 0.00% | – |
SFTBY | New | SOFTBANK CORP Fadr | $1,000 | – | 24 | +100.0% | 0.00% | – |
JAPAY | New | JAPAN TOBACCO INC Fadr | $1,000 | – | 33 | +100.0% | 0.00% | – |
J | New | JACOBS ENGINEERING | $1,000 | – | 19 | +100.0% | 0.00% | – |
IFJPY | New | INFORMA P L C Fadr | $1,000 | – | 24 | +100.0% | 0.00% | – |
New | ASSC BRITISH FOODS Fadr | $1,000 | – | 9 | +100.0% | 0.00% | – | |
New | ASSA ABLOY AB Fadr | $1,000 | – | 73 | +100.0% | 0.00% | – | |
New | ASHTEAD GROUP PLC Fadr | $1,000 | – | 9 | +100.0% | 0.00% | – | |
HCRSQ | New | HI-CRUSH PARTNERS LP LPmlp | $1,000 | – | 100 | +100.0% | 0.00% | – |
SMFG | New | SUMITOMO MITSU FINL Fadr | $1,000 | – | 77 | +100.0% | 0.00% | – |
HP | New | HELMERICH & PAYNE | $1,000 | – | 10 | +100.0% | 0.00% | – |
SNHY | New | SUN HYDRAULICS INC | $1,000 | – | 11 | +100.0% | 0.00% | – |
HL | New | HECLA MINING COMPANY | $1,000 | – | 61 | +100.0% | 0.00% | – |
HLIT | New | HARMONIC INC | $1,000 | – | 47 | +100.0% | 0.00% | – |
SWDBY | New | SWEDBANK AB Fadr | $1,000 | – | 26 | +100.0% | 0.00% | – |
SYNA | New | SYNAPTICS INC | $1,000 | – | 11 | +100.0% | 0.00% | – |
THG | New | HANOVER INSURANCE | $1,000 | – | 9 | +100.0% | 0.00% | – |
TTMI | New | TTM TECHNOLOGIES INC | $1,000 | – | 27 | +100.0% | 0.00% | – |
HNGR | New | HANGER INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
TELNY | New | TELENOR ASA Fadr | $1,000 | – | 21 | +100.0% | 0.00% | – |
HWC | New | HANCOCK HOLDING CO | $1,000 | – | 11 | +100.0% | 0.00% | – |
HYH | New | HALYARD HEALTH INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
New | INNOVATOR IBD 50 ETFuie | $1,000 | – | 50 | +100.0% | 0.00% | – | |
GS | New | GOLDMAN SACHS GROUP | $1,000 | – | 6 | +100.0% | 0.00% | – |
New | BHP BILLITON LTD Fadr | $1,000 | – | 13 | +100.0% | 0.00% | – | |
GEAGY | New | GEA GROUP AG Fadr | $1,000 | – | 4 | +100.0% | 0.00% | – |
TOL | New | TOLL BROTHERS INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
TTC | New | TORO COMPANY | $1,000 | – | 10 | +100.0% | 0.00% | – |
FCX | New | FREEPORT MCMORAN INC | $1,000 | – | 68 | +100.0% | 0.00% | – |
FWRD | New | FORWARD AIR CORP | $1,000 | – | 12 | +100.0% | 0.00% | – |
FIG | New | FORTRESS INVT GP LLC LPmlp | $1,000 | – | 250 | +100.0% | 0.00% | – |
TRMB | New | TRIMBLE NAVIGATN LTD | $1,000 | – | 50 | +100.0% | 0.00% | – |
TKC | New | TURKCELL ILETSM Fadr | $1,000 | – | 46 | +100.0% | 0.00% | – |
FCEA | New | FOREST CITY REALTY Tret | $1,000 | – | 100 | +100.0% | 0.00% | – |
FRC | New | FIRST REPUBLIC BANK | $1,000 | – | 19 | +100.0% | 0.00% | – |
UNFI | New | UNITED NATURAL FOODS | $1,000 | – | 10 | +100.0% | 0.00% | – |
FHI | New | FEDERATED INVS PA | $1,000 | – | 28 | +100.0% | 0.00% | – |
YDUQY | New | ESTACIO PARTICIPACO Fadr | $1,000 | – | 51 | +100.0% | 0.00% | – |
VLEEY | New | VALEO SA Fadr | $1,000 | – | 7 | +100.0% | 0.00% | – |
ECA | New | ENCANA CORPORATION Ffgc | $1,000 | – | 29 | +100.0% | 0.00% | – |
EMESQ | New | EMERGE ENERGY SVC LP LPmlp | $1,000 | – | 250 | +100.0% | 0.00% | – |
New | AMERICAN INTL GROUP | $1,000 | – | 23 | +100.0% | 0.00% | – | |
DFT | New | DUPONT FABROS TECHret | $1,000 | – | 13 | +100.0% | 0.00% | – |
DNB | New | DUN & BRADSTREET CO | $1,000 | – | 5 | +100.0% | 0.00% | – |
DOV | New | DOVER CORPORATION | $1,000 | – | 18 | +100.0% | 0.00% | – |
DKS | New | DICKS SPORTING GOODS | $1,000 | – | 27 | +100.0% | 0.00% | – |
DE | New | DEERE & CO | $1,000 | – | 11 | +100.0% | 0.00% | – |
DWAHY | New | DAIWA HOUSE IND LTD Fadr | $1,000 | – | 36 | +100.0% | 0.00% | – |
DKILY | New | DAIKIN INDUSTRIES Fadr | $1,000 | – | 4 | +100.0% | 0.00% | – |
VRNT | New | VERINT SYSTEMS INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
DCT | New | DIVIDEND CAPITAL TRUret | $1,000 | – | 28 | +100.0% | 0.00% | – |
VOIL | Buy | VIRTUS OIL & GAS CO | $1,000 | 0.0% | 21,000 | +2000.0% | 0.00% | 0.0% |
VIVHY | New | VIVENDI SA Fadr | $1,000 | – | 14 | +100.0% | 0.00% | – |
CPS | New | COOPER STANDARD HOLD | $1,000 | – | 5 | +100.0% | 0.00% | – |
VLKAY | New | VOLKSWAGEN A G Fadr | $1,000 | – | 20 | +100.0% | 0.00% | – |
CTTAY | New | CONTINENTAL AG Fadr | $1,000 | – | 7 | +100.0% | 0.00% | – |
VMC | New | VULCAN MATERIALS COM | $1,000 | – | 12 | +100.0% | 0.00% | – |
SBS | New | COMPANHIA DE SANEAM Fadr | $1,000 | – | 60 | +100.0% | 0.00% | – |
CFRUY | New | COMPAGNIE FINAN RIC Fadr | $1,000 | – | 48 | +100.0% | 0.00% | – |
SFR | New | COLONY STARWOOD HMSret | $1,000 | – | 5 | +100.0% | 0.00% | – |
WEGRY | New | WEIR GROUP PLC Fadr | $1,000 | – | 34 | +100.0% | 0.00% | – |
WCG | New | WELLCARE HEALTH PLAN | $1,000 | – | 15 | +100.0% | 0.00% | – |
CC | Buy | CHEMOURS COMPANY | $1,000 | 0.0% | 35 | +75.0% | 0.00% | 0.0% |
CAKE | New | CHEESECAKE FACTORY | $1,000 | – | 9 | +100.0% | 0.00% | – |
GTLS | New | CHART INDUSTRIES INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
CNP | New | CENTERPOINT ENERGY | $1,000 | – | 22 | +100.0% | 0.00% | – |
CNC | New | CENTENE CORP | $1,000 | – | 15 | +100.0% | 0.00% | – |
WIN | New | WINDSTREAM HLDGS INC | $1,000 | – | 36 | +100.0% | 0.00% | – |
CRC | Buy | CALIFORNIA RESOURCES | $1,000 | 0.0% | 286 | +43.0% | 0.00% | 0.0% |
WOSYY | New | WOLSELEY PLC Fadr | $1,000 | – | 82 | +100.0% | 0.00% | – |
WTKWY | New | WOLTERS KLUWER Fadr | $1,000 | – | 13 | +100.0% | 0.00% | – |
WWW | New | WOLVERINE WORLD WIDE | $1,000 | – | 29 | +100.0% | 0.00% | – |
XLNX | New | XILINX INC | $1,000 | – | 29 | +100.0% | 0.00% | – |
CCC | New | CALGON CARBON CORP | $1,000 | – | 25 | +100.0% | 0.00% | – |
CA | New | CA INC | $1,000 | – | 35 | +100.0% | 0.00% | – |
CMS | New | C M S ENERGY CORP | $1,000 | – | 24 | +100.0% | 0.00% | – |
CNL | New | CLECO CORPORATION | $1,000 | – | 17 | +100.0% | 0.00% | – |
BTI | New | BRIT AMER TOBACCO Fadr | $1,000 | – | 10 | +100.0% | 0.00% | – |
AON | New | A O N PLC Ffgo | $1,000 | – | 5 | +100.0% | 0.00% | – |
BHE | New | BENCHMARK ELECTRONIC | $1,000 | – | 14 | +100.0% | 0.00% | – |
CJESQ | New | C&J ENERGY SERVICES Ffgo | $1,000 | – | 39 | +100.0% | 0.00% | – |
KORS | New | MICHAEL KORS HLDGS Ffgo | $1,000 | – | 17 | +100.0% | 0.00% | – |
PTC | New | PTC INC | $1,000 | – | 37 | +100.0% | 0.00% | – |
PRAA | New | PRA GROUP INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
PJT | Buy | P J T PARTNERS INCOR | $1,000 | 0.0% | 18 | +500.0% | 0.00% | 0.0% |
OUTR | New | OUTERWALL INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
OPK | New | OPKO HEALTH INC | $1,000 | – | 42 | +100.0% | 0.00% | – |
OCN | New | OCWEN FINANCIAL CORP | $1,000 | – | 250 | +100.0% | 0.00% | – |
NVDA | New | NVIDIA CORP | $1,000 | – | 35 | +100.0% | 0.00% | – |
NSAM | New | NORTHSTAR ASSET MGMT | $1,000 | – | 125 | +100.0% | 0.00% | – |
PBH | New | PRESTIGE BRANDS HOLD | $1,000 | – | 18 | +100.0% | 0.00% | – |
NTCT | New | NETSCOUT SYSTEMS INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
NP | New | NEENAH PAPER INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
PUK | New | PRUDENTIAL CORP PLC Fadr | $1,000 | – | 22 | +100.0% | 0.00% | – |
NAVG | New | NAVIGATORS GROUP INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
NPKLY | New | NAMPAK LTD Fadr | $1,000 | – | 146 | +100.0% | 0.00% | – |
RDEIY | New | RED ELECTRICA CORP Fadr | $1,000 | – | 26 | +100.0% | 0.00% | – |
RELX | New | RELX P L C Fadr | $1,000 | – | 16 | +100.0% | 0.00% | – |
RPAI | New | RETAIL PPTY AMERICAret | $1,000 | – | 65 | +100.0% | 0.00% | – |
REXMY | New | REXAM PLC Fadr | $1,000 | – | 10 | +100.0% | 0.00% | – |
MYGN | New | MYRIAD GENETICS INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
ROK | New | ROCKWELL AUTOMATION | $1,000 | – | 7 | +100.0% | 0.00% | – |
MRPLY | New | MR PRICE GROUP LTD Fadr | $1,000 | – | 19 | +100.0% | 0.00% | – |
RY | New | ROYAL BANK OF CANADA Ffgc | $1,000 | – | 1 | +100.0% | 0.00% | – |
MBT | New | MOBILE TELESYSTEMS Fadr | $1,000 | – | 37 | +100.0% | 0.00% | – |
RYAAY | New | RYANAIR HLDGS PLC Fadr | $1,000 | – | 5 | +100.0% | 0.00% | – |
New | MIRANT CORPORATION XXXres | $1,000 | – | 158 | +100.0% | 0.00% | – | |
RYKKY | New | RYOHIN KEIKAKU CO Fadr | $1,000 | – | 1 | +100.0% | 0.00% | – |
MD | New | MEDNAX INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
MA | New | MASTERCARD INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
MPC | New | MARATHON PETE CORP | $1,000 | – | 21 | +100.0% | 0.00% | – |
MKTAY | New | MAKITA CORP Fadr | $1,000 | – | 8 | +100.0% | 0.00% | – |
SHOO | New | MADDEN STEVEN LTD | $1,000 | – | 8 | +100.0% | 0.00% | – |
MVC | New | MVC CAPITAL INCcem | $1,000 | – | 12 | +100.0% | 0.00% | – |
LYG | New | LLOYDS BANKING GROUP Fadr | $1,000 | – | 134 | +100.0% | 0.00% | – |
LNN | New | LINDSAY CORPORATION | $1,000 | – | 14 | +100.0% | 0.00% | – |
SBH | New | SALLY BEAUTY HOLDING | $1,000 | – | 38 | +100.0% | 0.00% | – |
SAXPY | New | SAMPO OYJ Fadr | $1,000 | – | 24 | +100.0% | 0.00% | – |
SNDK | New | SANDISK CORP | $1,000 | – | 17 | +100.0% | 0.00% | – |
SLLDY | New | SANLAM LTD Fadr | $1,000 | – | 47 | +100.0% | 0.00% | – |
LCI | New | LANNETT INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
LKFN | New | LAKELAND FINANCIAL | $1,000 | – | 8 | +100.0% | 0.00% | – |
WFTIQ | New | WEATHERFORD INTL Ffgo | $1,000 | – | 75 | +100.0% | 0.00% | – |
BANF | New | BANCFIRST CORP OK | $1,000 | – | 3 | +100.0% | 0.00% | – |
New | BAYER AG Fadr | $1,000 | – | 8 | +100.0% | 0.00% | – | |
BBSEY | New | BB SEGURIDADE Fadr | $1,000 | – | 63 | +100.0% | 0.00% | – |
SIG | New | SIGNET JEWLERS LTD Ffgo | $1,000 | – | 2 | +100.0% | 0.00% | – |
AINV | New | APOLLO INVESTMENT CORPcem | $1,000 | – | 250 | +100.0% | 0.00% | – |
BUD | New | ANHEUSER-BUSCH INBEV Fadr | $1,000 | – | 11 | +100.0% | 0.00% | – |
ABEV | New | AMBEV SA Fadr | $1,000 | – | 34 | +100.0% | 0.00% | – |
ALSN | New | ALLISON TRANSMISSION | $1,000 | – | 41 | +100.0% | 0.00% | – |
MYL | New | MYLAN NV Ffgo | $1,000 | – | 40 | +100.0% | 0.00% | – |
ALGGY | New | ALLIANCE GLOBAL GRP Fadr | $1,000 | – | 23 | +100.0% | 0.00% | – |
ALIOY | New | ACTELION LTD Fadr | $1,000 | – | 17 | +100.0% | 0.00% | – |
AVGO | New | BROADCOM LTD Ffgo | $1,000 | – | 3 | +100.0% | 0.00% | – |
TLK | New | PERUSAHAAN PERSEROAN Fadr | $1,000 | – | 13 | +100.0% | 0.00% | – |
PPHM | Buy | PEREGRINE PHARMA INC | $1,000 | 0.0% | 2,000 | +100.0% | 0.00% | 0.0% |
PSO | New | PEARSON PLC Fadr | $1,000 | – | 20 | +100.0% | 0.00% | – |
PNBK | New | PATRIOT NATL BANCORP | $1,000 | – | 20 | +100.0% | 0.00% | – |
New | TRINA SOLAR LTD Fadr | $0 | – | 0 | +100.0% | 0.00% | – | |
SPXL | New | DIREXION DAILY S&P 500uie | $0 | – | 0 | +100.0% | 0.00% | – |
ERIP | New | ENERGIZ RENEWABLE XXX | $0 | – | 20,000 | +100.0% | 0.00% | – |
FMARQ | New | FIRST MARINER BANCORPXXX | $0 | – | 2,200 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2016-05-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 39 | Q2 2024 | 23.3% |
VANGUARD INTL EQUITY INDEX F | 39 | Q2 2024 | 14.4% |
SCHW US SCAP ETF | 39 | Q2 2024 | 8.0% |
SCHW US LCAP ETF | 39 | Q2 2024 | 7.9% |
UNITEDHEALTH GRP INC | 39 | Q2 2024 | 3.6% |
VANGUARD TOTAL INTL BD | 39 | Q2 2024 | 5.8% |
JOHNSON & JOHNSON | 39 | Q2 2024 | 1.7% |
MICROSOFT CORP | 39 | Q2 2024 | 1.4% |
EXXON MOBIL CORPORATION | 39 | Q2 2024 | 1.4% |
INTL BUSINESS MACHINES | 39 | Q2 2024 | 1.2% |
View Burt Wealth Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-29 |
13F-HR | 2024-07-16 |
13F-HR | 2024-04-18 |
13F-HR | 2024-02-01 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-18 |
13F-HR | 2023-04-13 |
13F-HR/A | 2023-02-15 |
13F-HR | 2023-01-17 |
13F-HR | 2022-10-11 |
View Burt Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
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