Burt Wealth Advisors Buys iShares Edge MSCI Min Volatility Emerging Markets , PIMCO 0-5 Year High Yield Corporate Bond Index Exc, Schwab Fundamental U.S. Large Company Index ETF, Sells Vanguard FTSE Emerging Markets ETF, Midland States Bancorp Inc, U.S. B

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Jan 29, 2020
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Rockville, MD, based Investment company Burt Wealth Advisors (Current Portfolio) buys iShares Edge MSCI Min Volatility Emerging Markets , PIMCO 0-5 Year High Yield Corporate Bond Index Exc, Schwab Fundamental U.S. Large Company Index ETF, Truist Financial Corp, Allstate Corp, sells Vanguard FTSE Emerging Markets ETF, Midland States Bancorp Inc, U.S. Bancorp, Schwab Emerging Markets Equity ETF, 3M Co during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Burt Wealth Advisors. As of 2019Q4, Burt Wealth Advisors owns 322 stocks with a total value of $182 million. These are the details of the buys and sells.

For the details of Burt Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/burt+wealth+advisors/current-portfolio/portfolio

These are the top 5 holdings of Burt Wealth Advisors
  1. SPDR S&P 500 ETF Trust (SPY) - 66,552 shares, 11.76% of the total portfolio. Shares reduced by 2.23%
  2. iShares Edge MSCI USA Momentum Factor ETF (MTUM) - 170,433 shares, 11.75% of the total portfolio. Shares added by 1.93%
  3. iShares Edge MSCI Min Volatility Emerging Markets (EEMV) - 278,382 shares, 8.96% of the total portfolio. Shares added by 22260.00%
  4. SPDR Gold MiniShares (GLDM) - 1,000,669 shares, 8.32% of the total portfolio. Shares added by 3.22%
  5. Schwab U.S. TIPs ETF (SCHP) - 252,385 shares, 7.85% of the total portfolio. Shares added by 1.58%
New Purchase: Truist Financial Corp (BBK)

Burt Wealth Advisors initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $49.60. The impact to a portfolio due to this purchase was 0.2%. The holding were 6,371 shares as of .

New Purchase: Apollo Global Management Inc (APO)

Burt Wealth Advisors initiated holding in Apollo Global Management Inc. The purchase prices were between $35.71 and $48.25, with an estimated average price of $42.86. The stock is now traded at around $50.75. The impact to a portfolio due to this purchase was 0.02%. The holding were 668 shares as of .

New Purchase: Church & Dwight Co Inc (CHD)

Burt Wealth Advisors initiated holding in Church & Dwight Co Inc. The purchase prices were between $67.05 and $76.05, with an estimated average price of $70.94. The stock is now traded at around $72.02. The impact to a portfolio due to this purchase was 0.01%. The holding were 200 shares as of .

New Purchase: Fortinet Inc (FTNT)

Burt Wealth Advisors initiated holding in Fortinet Inc. The purchase prices were between $75.65 and $109.53, with an estimated average price of $94.75. The stock is now traded at around $117.54. The impact to a portfolio due to this purchase was 0.01%. The holding were 100 shares as of .

New Purchase: Rayonier Advanced Materials Inc (RYAM)

Burt Wealth Advisors initiated holding in Rayonier Advanced Materials Inc. The purchase prices were between $3.48 and $4.7, with an estimated average price of $4.07. The stock is now traded at around $3.36. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 16 shares as of .

New Purchase: Regions Financial Corp (RF)

Burt Wealth Advisors initiated holding in Regions Financial Corp. The purchase prices were between $14.89 and $17.43, with an estimated average price of $16.5. The stock is now traded at around $15.53. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 150 shares as of .

Added: iShares Edge MSCI Min Volatility Emerging Markets (EEMV)

Burt Wealth Advisors added to a holding in iShares Edge MSCI Min Volatility Emerging Markets by 22260.00%. The purchase prices were between $55.54 and $58.72, with an estimated average price of $57.32. The stock is now traded at around $57.02. The impact to a portfolio due to this purchase was 8.92%. The holding were 278,382 shares as of .

Added: PIMCO 0-5 Year High Yield Corporate Bond Index Exc (HYS)

Burt Wealth Advisors added to a holding in PIMCO 0-5 Year High Yield Corporate Bond Index Exc by 104.90%. The purchase prices were between $97.43 and $99.73, with an estimated average price of $98.34. The stock is now traded at around $99.62. The impact to a portfolio due to this purchase was 0.48%. The holding were 17,058 shares as of .

Added: Schwab Fundamental U.S. Large Company Index ETF (FNDX)

Burt Wealth Advisors added to a holding in Schwab Fundamental U.S. Large Company Index ETF by 25.85%. The purchase prices were between $38.15 and $42.78, with an estimated average price of $41.04. The stock is now traded at around $42.53. The impact to a portfolio due to this purchase was 0.36%. The holding were 73,820 shares as of .

Added: Allstate Corp (ALL)

Burt Wealth Advisors added to a holding in Allstate Corp by 1078.01%. The purchase prices were between $104.95 and $112.62, with an estimated average price of $109.26. The stock is now traded at around $117.54. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,839 shares as of .

Added: iShares International Aggregate Bond Fund (IAGG)

Burt Wealth Advisors added to a holding in iShares International Aggregate Bond Fund by 475.00%. The purchase prices were between $54.7 and $55.84, with an estimated average price of $55.09. The stock is now traded at around $55.62. The impact to a portfolio due to this purchase was 0.02%. The holding were 575 shares as of .

Added: Ventas Inc (VTR)

Burt Wealth Advisors added to a holding in Ventas Inc by 27.82%. The purchase prices were between $55.15 and $74.56, with an estimated average price of $62.5. The stock is now traded at around $58.45. The impact to a portfolio due to this purchase was 0.01%. The holding were 804 shares as of .

Sold Out: SunTrust Banks Inc (STI)

Burt Wealth Advisors sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.

Sold Out: Celgene Corp (CELG)

Burt Wealth Advisors sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Apollo Global Management Inc (AG31)

Burt Wealth Advisors sold out a holding in Apollo Global Management Inc. The sale prices were between $33 and $43.4, with an estimated average price of $38.39.

Sold Out: Fox Corp (FOXA)

Burt Wealth Advisors sold out a holding in Fox Corp. The sale prices were between $30.06 and $37.57, with an estimated average price of $34.36.

Sold Out: iShares Select Dividend ETF (DVY)

Burt Wealth Advisors sold out a holding in iShares Select Dividend ETF. The sale prices were between $97.41 and $105.76, with an estimated average price of $102.32.

Sold Out: Magellan Midstream Partners LP (MMP)

Burt Wealth Advisors sold out a holding in Magellan Midstream Partners LP. The sale prices were between $58.47 and $65.77, with an estimated average price of $62.19.



Here is the complete portfolio of Burt Wealth Advisors. Also check out:

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