Burt Wealth Advisors
CIK: 0001612041SEC EDGAR →
Portfolio Value
$407.3M
Holdings
0
As of
Q3 2025
New Positions
0
Closed Positions
116
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|
Quarterly Changes
Top Buys
No buys this quarter
Closed Positions (116)
$38.5M · 81K shares
$36.1M · 1.5M shares
$35.3M · 538K shares
$34.4M · 445K shares
$28.0M · 835K shares
$27.5M · 44K shares
$23.5M · 279K shares
$21.3M · 642K shares
$20.8M · 361K shares
$16.1M · 655K shares
$15.2M · 602K shares
$14.0M · 136K shares
$7.4M · 289K shares
$6.6M · 134K shares
$5.7M · 28K shares
$5.7M · 11K shares
$5.2M · 91K shares
$4.8M · 15K shares
$4.6M · 41K shares
$4.2M · 41K shares
$4.2M · 19K shares
$4.2M · 54K shares
$4.0M · 78K shares
$3.9M · 64K shares
$3.1M · 127K shares
$2.6M · 12K shares
$2.4M · 4K shares
$2.3M · 47K shares
$2.1M · 28K shares
$1.9M · 13K shares
$1.8M · 2K shares
$1.7M · 70K shares
$1.7M · 6K shares
$1.6M · 6K shares
$1.5M · 36K shares
$1.4M · 8K shares
$1.3M · 5K shares
$1.3M · 5K shares
$1.2M · 15K shares
$1.0M · 10K shares
$1.0M · 42K shares
$1.0M · 3K shares
$982K · 10K shares
$969K · 42K shares
$935K · 5K shares
$930K · 18K shares
$919K · 11K shares
$883K · 30K shares
$872K · 6K shares
$809K · 15K shares
$804K · 3K shares
$795K · 3K shares
$789K · 3K shares
$764K · 3K shares
$762K · 10K shares
$760K · 16K shares
$720K · 3K shares
$691K · 5K shares
$679K · 3K shares
$643K · 1K shares
$640K · 2K shares
$621K · 13K shares
$601K · 7K shares
$597K · 816 shares
$565K · 1K shares
$563K · 3K shares
$552K · 21K shares
$539K · 12K shares
$480K · 1K shares
$478K · 1K shares
$473K · 5K shares
$461K · 3K shares
$457K · 3K shares
$443K · 9K shares
$439K · 9K shares
$411K · 8K shares
$408K · 5K shares
$407K · 1K shares
$402K · 8K shares
$401K · 5K shares
$399K · 5K shares
$396K · 6K shares
$395K · 3K shares
$394K · 2K shares
$393K · 8K shares
$368K · 6K shares
$365K · 8K shares
$362K · 2K shares
$350K · 3K shares
$348K · 5K shares
$346K · 2K shares
$329K · 7K shares
$319K · 3K shares
$312K · 1K shares
$312K · 13K shares
$302K · 5K shares
$280K · 4K shares
$277K · 2K shares
$275K · 12K shares
$271K · 14K shares
$266K · 46 shares
$264K · 6K shares
$263K · 6K shares
$257K · 3K shares
$255K · 5K shares
$246K · 2K shares
$243K · 2K shares
$241K · 2K shares
$241K · 2K shares
$223K · 1K shares
$217K · 10K shares
$215K · 2K shares
$212K · 5K shares
$211K · 2K shares
$207K · 447 shares
$204K · 800 shares