Filer Name: BURT WEALTH ADVISORS
CIK: 1612041
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 112
Portfolio Value: $0.39B

Burt Wealth Advisors Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHX US SCHWAB US LARGE-CAP ETF 1,432,160 $33M 8.43% 204.3% -
CACI US CACI INTERNATIONAL INC -CL A 80,722 $33M 8.28% 0.0% -
BIV US VANGUARD INTERMEDIATE-TERM B 414,267 $31M 7.86% 8.9% -
GLDM US SPDR GOLD MINISHARES TRUST 549,192 $29M 7.25% -1.0% -
SPIB US SPDR PORT INT CORP BOND ETF 808,271 $26M 6.72% 3.4% -
SPY US SPDR S&P 500 ETF TRUST 44,198 $26M 6.58% -5.4% -
EFAV US ISHARES MSCI EAFE MIN VOL FA 283,996 $20M 5.10% -1.0% -
OMFL US INVESCO RUSSELL 1000 DYN M/F 350,304 $19M 4.82% -2.1% -
IDLV US INVESCO S&P INTERNATIONAL DE 661,994 $18M 4.68% -1.6% -
SCHA US SCHWAB US SMALL-CAP ETF 592,315 $15M 3.89% 100.8% -
FNDX US SCHWAB FNDMNTL US LRG CO ETF 613,774 $15M 3.69% 201.3% -
STIP US ISHARES 0-5 YEAR TIPS BOND E 126,921 $13M 3.24% 5.0% -
UNH US UNITEDHEALTH GROUP INC 15,865 $8M 2.04% -1.6% -
SPAB US SPDR PORTFOLIO AGGREGATE BON 307,341 $8M 1.95% -2.9% -
MUB US ISHARES NATIONAL MUNI BOND E 69,089 $7M 1.87% -0.1% -
AAPL US APPLE INC 27,440 $7M 1.74% 0.0% -
MSFT US MICROSOFT CORP 11,516 $5M 1.23% 1.2% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 95,168 $5M 1.21% 3.8% -
IAGG US ISHARES INTL AGGREGATE BOND 80,589 $4M 1.02% -0.8% -
SPMO US INVESCO S&P 500 MOMENTUM ETF 41,200 $4M 0.99% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us