$90.1 Million is the total value of Burt Wealth Advisors's 421 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | CORPORATE CAPITAL TRUST | $76,000 | – | 8,918 | +100.0% | 0.08% | – | |
| VIAB | New | VIACOM INC | $27,000 | – | 670 | +100.0% | 0.03% | – |
| New | MITSUBISHI MOTOadr | $9,000 | – | 2,000 | +100.0% | 0.01% | – | |
| FXY | New | GUGGENHEIM CURRENCYuie | $5,000 | – | 60 | +100.0% | 0.01% | – |
| EWX | New | SPDR S&P EMERGING MRKTuie | $5,000 | – | 145 | +100.0% | 0.01% | – |
| GDX | New | VANECK VECTORS GOLDuie | $5,000 | – | 200 | +100.0% | 0.01% | – |
| LSXMK | New | LIBERTY MEDIA CORP | $1,000 | – | 26 | +100.0% | 0.00% | – |
| LSXMA | New | LIBERTY MEDIA CORP | $1,000 | – | 13 | +100.0% | 0.00% | – |
| BATRK | New | LIBERTY MEDIA CORP | $1,000 | – | 2 | +100.0% | 0.00% | – |
| FWONA | New | LIBERTY MEDIA CORP | $1,000 | – | 2 | +100.0% | 0.00% | – |
| FWONK | New | LIBERTY MEDIA CORP | $1,000 | – | 6 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-07-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 36 | Q3 2023 | 23.3% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q3 2023 | 14.4% |
| SCHW US SCAP ETF | 36 | Q3 2023 | 8.0% |
| UNITEDHEALTH GRP INC | 36 | Q3 2023 | 3.6% |
| SCHW US LCAP ETF | 36 | Q3 2023 | 6.9% |
| VANGUARD TOTAL INTL BD | 36 | Q3 2023 | 5.8% |
| JOHNSON & JOHNSON | 36 | Q3 2023 | 1.7% |
| MICROSOFT CORP | 36 | Q3 2023 | 1.3% |
| EXXON MOBIL CORPORATION | 36 | Q3 2023 | 1.4% |
| NIKE INC CLASS B | 36 | Q3 2023 | 1.2% |
View Burt Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-04-19 |
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)
View complete filings history.