BW

Burt Wealth Advisors

13F
Burt Wealth Advisors
Last update 2025-04-22 110 Stocks (3 new)
Value $399.00 Mil Turnover 2 %
Countries:
Top Holdings: GLDM(8.43%)BIV(8.27%)SCHX(8.03%)CACI(7.42%)SPIB(6.87%)
Summary Stock Picks Current Portfolio
Burt Wealth Advisors Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GLDM 		SPDR Gold MiniShares Trust
543,725
33,651.1
-1.00%
8.430
-0.07%
0.240
+20.50%
+26.51%
14,742.3
 
BIV 		Vanguard Intermediate-Term Bond ETF
430,928
32,996.2
+4.02%
8.270
+0.32%
0.150
+3.41%
+4.00%
22,145.1
 
SCHX 		Schwab U.S. Large-Cap ETF
1,451,704
32,053.6
+1.36%
8.030
+0.11%
0.060
-7.98%
-5.20%
50,619.8
 
CACI 		CACI International Inc
80,722
29,618.5
0%
7.420
0%
0.360
+16.45%
+11.16%
9,876.8
Software
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF
825,105
27,426.5
+2.08%
6.870
+0.14%
0.290
+2.25%
+2.81%
8,884.4
 
SPY 		SPDR S&P 500 ETF Trust
44,964
25,152.5
+1.73%
6.300
+0.11%
0.000
-7.61%
-5.13%
575,928.6
 
EFAV 		iShares MSCI EAFE Min Vol Factor ETF
281,466
21,931.8
-0.89%
5.490
-0.05%
0.470
+12.86%
+16.05%
5,407.9
 
IDLV 		Invesco S&P International Developed Low Volatility ETF
645,626
19,578.3
-2.47%
4.910
-0.12%
7.510
+11.57%
+15.30%
273.9
 
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF
350,120
18,664.9
-0.05%
4.680
0%
0.410
-4.78%
-1.37%
4,586.1
 
FNDX 		Schwab Fundamental U.S. Large Company ETF
639,890
15,107.8
+4.25%
3.790
+0.15%
0.090
-7.05%
-3.20%
16,765.9
 

Burt Wealth Advisors's Historical Top Holdings Breakdowns

Burt Wealth Advisors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Add
+0.47%
●
47.4 ($50.6) 52.99
$52.95
4.64%
Add 81.69%
81,600
36,689
BIV 		Vanguard Intermediate-Term Bond ETF2025-03-31Add
+0.32%
●
73.78 ($75.44) 76.59
$76.96
2.01%
Add 4.02%
430,928
16,661
DBMF 		iMGP DBi Managed Futures Strategy ETF2025-03-31Reduce
-0.22%
●
24.88 ($26.07) 26.85
$25.25
-3.15%
Reduce -73.67%
11,901
-33,291
STIP 		iShares 0-5 Year TIPS Bond ETF2025-03-31Add
+0.15%
●
100.59 ($101.89) 103.47
$103.42
1.50%
Add 4.51%
132,649
5,728
FNDX 		Schwab Fundamental U.S. Large Company ETF2025-03-31Add
+0.15%
●
23.03 ($24.17) 25.01
$22.82
-5.59%
Add 4.25%
639,890
26,116
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF2025-03-31Add
+0.14%
●
32.5 ($32.96) 33.3
$33.30
1.03%
Add 2.08%
825,105
16,834
IDLV 		Invesco S&P International Developed Low Volatility ETF2025-03-31Reduce
-0.12%
●
27.4 ($29.26) 30.58
$31.84
8.83%
Reduce -2.47%
645,626
-16,368
SCHX 		Schwab U.S. Large-Cap ETF2025-03-31Add
+0.11%
●
21.75 ($23.28) 24.28
$21.91
-5.88%
Add 1.36%
1,451,704
19,544
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+0.11%
●
551.42 ($587.78) 612.93
$554.32
-5.69%
Add 1.73%
44,964
766
SPAB 		SPDR Portfolio Aggregate Bond ETF2025-03-31Reduce
-0.10%
●
24.73 ($25.23) 25.62
$25.57
1.35%
Reduce -4.91%
292,236
-15,105

Burt Wealth Advisors Total Holding History ($B)

To

Burt Wealth Advisors's Asset Allocation

To

Burt Wealth Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Burt Wealth Advisors's Hypothetical Growth since 2025-03-31

Burt Wealth Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

Burt Wealth Advisors's Holdings Heat Map

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Burt Wealth Advisors's Holdings Bubble Chart

Burt Wealth Advisors News

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