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CIK: 0001612041
Total reported value
$407.3M
$407.3M
110 檔
38.2%
According to the latest 13F quarterly dataset, Burt Wealth Advisors managed an equity portfolio of $407.3M at the end of Q1 2025, spanning 110 distinct U.S. exchange-listed positions.
In Q1 2025, Burt Wealth Advisors displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 8.43% | -8.43% | EXIT | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 8.27% | +0.51% | +4.02% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.03% | +1.53% | +1.36% | |
| 4 | CACI | Caci International Inc -cl A | Stock-Tech | 7.42% | +2.47% | — | |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 6.87% | +0.26% | +2.08% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.30% | +0.88% | +1.73% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 5.49% | +0.27% | -0.89% | |
| 8 | IDLV | Invesco S&p International De | ETF-Other | 4.91% | -4.91% | EXIT | |
| 9 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 4.68% | +0.59% | -0.05% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.79% | +0.42% | +4.25% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.52% | +0.62% | +1.13% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.44% | +0.14% | +4.51% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.11% | -0.82% | +1.11% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.87% | — | -4.91% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.79% | -0.69% | -1.65% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.15% | +1.65% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.19% | +0.29% | +0.70% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | +0.37% | -1.02% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.04% | +0.36% | +81.69% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.96% | — | -4.91% | |
| 21 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.96% | +0.26% | — | |
| 22 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.93% | +0.08% | -1.31% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.90% | +0.18% | +0.77% | |
| 24 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.79% | — | -5.93% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | +0.35% | +0.83% | |
| 26 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.55% | — | -4.27% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | +0.05% | +3.07% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.13% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | -0.08% | +10.38% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | — | +1.93% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | +0.08% | +4.13% | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.32% | +0.09% | — | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.29% | — | -0.85% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | — | -2.91% | |
| 36 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.28% | — | -1.09% | |
| 37 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.27% | -0.08% | +1.23% | |
| 38 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.27% | +0.27% | -3.05% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.24% | — | -1.22% | |
| 40 | GE | General Electric | Stock-Industrials | 0.24% | +0.11% | -0.02% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | — | +0.02% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.22% | — | +0.28% | |
| 43 | HEI | Heico CORP | Stock-Industrials | 0.21% | — | -12.99% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.09% | — | |
| 45 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.20% | — | +0.47% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.20% | — | — | |
| 47 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 0.20% | +0.05% | +0.02% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.19% | — | -6.06% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.19% | — | -2.53% | |
| 50 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.18% | +0.24% | -2.62% |
According to official SEC Form 13F filings, Burt Wealth Advisors reported a total U.S. public equity portfolio value of $407.3M across 110 disclosed positions in Q1 2025.
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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 GLDM, BIV, SCHX) accounted for 38.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
GLDM
市值: $33.7M
During Q1 2025, Burt Wealth Advisors's top holdings by market value included GLDM (8.4%)、BIV (8.3%)、SCHX (8.0%). The largest single position, GLDM, represented 8.4% of total portfolio value.
In Q1 2025, Burt Wealth Advisors made 50 total portfolio adjustments, initiating 50 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.
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