13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001612041
Total reported value
$407.3M
$407.3M
119 檔
34.9%
In Q1 2024, Burt Wealth Advisors's U.S. equity holdings reached a combined market value of $407.3M, distributed across 119 disclosed stock positions.
During Q1 2024, Burt Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CACI | Caci International Inc -cl A | Stock-Tech | 8.04% | +2.47% | +0.05% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.38% | +1.53% | +4.50% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.02% | +0.88% | +8.63% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.99% | +0.51% | +12.27% | |
| 5 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 6.66% | -8.43% | EXIT | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 6.44% | +0.26% | +6.29% | |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 5.52% | +0.59% | +10.52% | |
| 8 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 5.42% | +0.27% | +11.39% | |
| 9 | IDLV | Invesco S&p International De | ETF-Other | 5.14% | -4.91% | EXIT | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.05% | +0.62% | +7.09% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.81% | +0.42% | +5.14% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.14% | +0.14% | +8.52% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.17% | -0.82% | +1.62% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.12% | — | +0.09% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.98% | -0.69% | +14.93% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.62% | +0.15% | +29.12% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.29% | +0.29% | +0.63% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | +0.37% | +2.31% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.07% | — | -0.93% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.02% | +0.18% | +13.06% | |
| 21 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.94% | +0.08% | -1.19% | |
| 22 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.89% | — | -0.35% | |
| 23 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.84% | +0.26% | — | |
| 24 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.63% | — | +8.70% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | +0.05% | +15.33% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.35% | +13.42% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | -0.08% | +9.34% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.13% | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | — | +10.27% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | — | +3.17% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.33% | — | +0.09% | |
| 32 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.33% | +0.09% | +3.06% | |
| 33 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.31% | — | — | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | — | +3.77% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | +0.08% | +4.33% | |
| 36 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.29% | +0.27% | +1.76% | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.28% | — | — | |
| 38 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.28% | -0.08% | -15.71% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.27% | — | +0.55% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.24% | — | -0.57% | |
| 41 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.22% | — | -3.79% | |
| 42 | GE | General Electric | Stock-Industrials | 0.22% | +0.11% | -2.06% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.21% | — | +7.80% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.21% | — | — | |
| 45 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.21% | +0.24% | — | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.21% | — | +2.57% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.21% | — | +16.87% | |
| 48 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 0.21% | +0.05% | -14.35% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.09% | +8.17% | |
| 50 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.19% | — | -9.01% |
According to official SEC Form 13F filings, Burt Wealth Advisors reported a total U.S. public equity portfolio value of $407.3M across 119 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CACI, SCHX, SPY) accounted for 34.9% of total reported equity market value during Q1 2024.
During Q1 2024, Burt Wealth Advisors's top holdings by market value included CACI (8.0%)、SCHX (7.4%)、SPY (7.0%). The largest single position, CACI, represented 8.0% of total portfolio value.
In Q1 2024, Burt Wealth Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.