Burt Wealth Advisors Buys iShares Core MSCI EAFE, Invesco S&P Emerging Markets Low Volatility, iShares Core MSCI Total International Stock ETF, Sells Vanguard FTSE Emerging Markets, PIMCO 0-5 Year High Yield Corporat Bond Index Exch, Nike Inc

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Apr 29, 2020
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Rockville, MD, based Investment company Burt Wealth Advisors (Current Portfolio) buys iShares Core MSCI EAFE, Invesco S&P Emerging Markets Low Volatility, iShares Core MSCI Total International Stock ETF, iShares Morningstar Mid-Cap Value ETF, Schwab Fundamental U.S. Large Company Index, sells Vanguard FTSE Emerging Markets, PIMCO 0-5 Year High Yield Corporat Bond Index Exch, Nike Inc, West Pharmaceutical Services Inc, Truist Financial Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Burt Wealth Advisors. As of 2020Q1, Burt Wealth Advisors owns 389 stocks with a total value of $154 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. iShares Edge MSCI USA Momentum Factor (MTUM) - 168,631 shares, 11.69% of the total portfolio. Shares reduced by 1.06%
  2. SPDR S&P 500 (SPY) - 65,275 shares, 10.96% of the total portfolio. Shares reduced by 1.92%
  3. SPDR Gold MiniShares Trust (GLDM) - 1,053,309 shares, 10.78% of the total portfolio. Shares added by 5.26%
  4. Schwab U.S. TIPs (SCHP) - 255,867 shares, 9.58% of the total portfolio. Shares added by 1.38%
  5. iShares Edge MSCI Min Vol Emerging Markets (EEMV) - 266,501 shares, 8.14% of the total portfolio. Shares reduced by 4.27%
New Purchase: Invesco S&P Emerging Markets Low Volatility (EELV)

Burt Wealth Advisors initiated holding in Invesco S&P Emerging Markets Low Volatility. The purchase prices were between $15.92 and $23.9, with an estimated average price of $21.18. The stock is now traded at around $18.83. The impact to a portfolio due to this purchase was 0.84%. The holding were 73,914 shares as of .

New Purchase: iShares Morningstar Mid-Cap Value ETF (JKI)

Burt Wealth Advisors initiated holding in iShares Morningstar Mid-Cap Value ETF. The purchase prices were between $91.34 and $170.57, with an estimated average price of $150.2. The stock is now traded at around $125.28. The impact to a portfolio due to this purchase was 0.35%. The holding were 4,985 shares as of .

New Purchase: Truist Financial Corp (TFC)

Burt Wealth Advisors initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $39.55. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,371 shares as of .

New Purchase: SPDR Russell 1000 ETF (ELR)

Burt Wealth Advisors initiated holding in SPDR Russell 1000 ETF. The purchase prices were between $86.92 and $86.92, with an estimated average price of $86.92. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,200 shares as of .

New Purchase: iShares Short Maturity Bond (NEAR)

Burt Wealth Advisors initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.17. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,600 shares as of .

New Purchase: iShares Short Treasury Bond ETF (SHV)

Burt Wealth Advisors initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.45 and $111.07, with an estimated average price of $110.66. The stock is now traded at around $110.92. The impact to a portfolio due to this purchase was 0.04%. The holding were 555 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Burt Wealth Advisors added to a holding in iShares Core MSCI EAFE by 2054.15%. The purchase prices were between $43.31 and $66.12, with an estimated average price of $59.51. The stock is now traded at around $54.15. The impact to a portfolio due to this purchase was 0.91%. The holding were 29,318 shares as of .

Added: iShares Core MSCI Total International Stock ETF (IXUS)

Burt Wealth Advisors added to a holding in iShares Core MSCI Total International Stock ETF by 3520.34%. The purchase prices were between $40.8 and $63.03, with an estimated average price of $56.99. The stock is now traded at around $51.39. The impact to a portfolio due to this purchase was 0.82%. The holding were 27,587 shares as of .

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

Burt Wealth Advisors added to a holding in Schwab Fundamental U.S. Large Company Index by 22.45%. The purchase prices were between $27.15 and $43.59, with an estimated average price of $39.45. The stock is now traded at around $35.98. The impact to a portfolio due to this purchase was 0.34%. The holding were 90,389 shares as of .

Added: iShares Core Growth Allocation (AOR)

Burt Wealth Advisors added to a holding in iShares Core Growth Allocation by 23.61%. The purchase prices were between $37.5 and $48.67, with an estimated average price of $45.69. The stock is now traded at around $44.40. The impact to a portfolio due to this purchase was 0.22%. The holding were 42,706 shares as of .

Added: Vanguard Total Bond Market ETF (BND)

Burt Wealth Advisors added to a holding in Vanguard Total Bond Market ETF by 9736.36%. The purchase prices were between $80.15 and $87.76, with an estimated average price of $84.6. The stock is now traded at around $87.63. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,082 shares as of .

Added: Vanguard High Dividend Yield (VYM)

Burt Wealth Advisors added to a holding in Vanguard High Dividend Yield by 72.46%. The purchase prices were between $60.97 and $94.78, with an estimated average price of $86.65. The stock is now traded at around $80.16. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,237 shares as of .

Sold Out: Truist Financial Corp (BBK)

Burt Wealth Advisors sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.

Sold Out: Incyte Corp (INCY)

Burt Wealth Advisors sold out a holding in Incyte Corp. The sale prices were between $63.18 and $87.32, with an estimated average price of $75.84.

Sold Out: Constellation Brands Inc (STZ)

Burt Wealth Advisors sold out a holding in Constellation Brands Inc. The sale prices were between $105.64 and $208.34, with an estimated average price of $177.28.

Sold Out: Newmont Corp (NEM)

Burt Wealth Advisors sold out a holding in Newmont Corp. The sale prices were between $39.5 and $52.35, with an estimated average price of $45.05.

Sold Out: Yum Brands Inc (YUM)

Burt Wealth Advisors sold out a holding in Yum Brands Inc. The sale prices were between $56.52 and $106.78, with an estimated average price of $93.78.

Sold Out: Church & Dwight Co Inc (CHD)

Burt Wealth Advisors sold out a holding in Church & Dwight Co Inc. The sale prices were between $60.3 and $76.61, with an estimated average price of $71.08.



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

1. Burt Wealth Advisors's Undervalued Stocks
2. Burt Wealth Advisors's Top Growth Companies, and
3. Burt Wealth Advisors's High Yield stocks
4. Stocks that Burt Wealth Advisors keeps buying

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