- Added Positions: MUB, BIV, EFAV, SCHX, FNDX, GLDM, SCHP, BRK.B, VTEB, WMT, SCHZ, BNDX, GOOGL, IWF, GOOG, VWO, IWS,
- Reduced Positions: EEMV, UNH, AAPL, SPY, SCHA, ABBV, MDY, HYS, IXUS, IEFA, EELV, IBM, CMCSA, CSCO, ABT, IUSB, PFE, GE, XOM, SLY, VTI,
- Sold Out: DHR, EFX, MCD, MDYG, SCHF, GILD, LMT, WFC, IAGG, IAU, XLK, ACN, AXP, KO, JKHY, MCK, TMO, DFS, PM, DIA, EEM, PTLC, SPLG, T, BAC, BAM, D, HON, NOC, BKNG, QGEN, SHW, SBUX, TTEK, RTX, VAC, DSI, EWC, MINT, TIP, AMX, AMP, AZN, CAT, EMR, EXC, FNB, NEE, FRT, STBA, WEC, BIP, FB, AGG, BND, DTN, FIXD, JKH, LDUR, VCIT, VEA, VO, AEP, AMT, BP, BA, CVX, CI, CL, DUK, EPD, GIS, MS, NVS, NVO, PHM, SPG, LUV, TXT, UBSI, MA, PJT, CARR, OTIS, BSV, IGIB, IGSB, DBEF, GLD, IWB, IWD, IYW, QAI, QQQ, SCHR, SHV, VGK, VWOB, CB, APD, MO, AON, BAX, BIIB, CVS, CTSH, DE, DD, ENB, EXEL, GSK, GS, HSY, HUM, INTU, ISRG, SJM, KMB, LH, LEN, LOW, MDT, VTRS, NVDA, PEG, SASR, LSI, TRV, SWK, TGT, TIF, TM, TREX, UAA, URI, VTR, WBA, WM, EVRG, DNP, GLDD, BX, JTD, TEL, CBOE, GM, APO, MSBI, NVCR, AGR, UA, DOW, DASH, BKLN, BOTZ, CWI, DLS, EFA, FMB, FTCS, ICLN, IEMG, IJR, IQLT, IWO, IWR, LQD, MJ, RDVY, ROBO, SCHO, SDY, SPEM, VCSH, VHT, VTIP, PLD, SRPT, ATVI, ADBE, DOX, AEE, AXL, ADI, ATR, ARKR, ADP, BIDU, FIS, KOF, COLM, CMC, CAG, CVA, CCI, DECK, DLR, DPZ, ETN, EQIX, FISV, F, RHP, HE, ALT, HST, IMAX, IMGN, MIC, MMS, MET, MCO, NDAQ, NTES, NFLX, NYT, NI, OXY, PNBK, LIN, RRC, CRM, SSD, SO, SYK, TROW, TEF, TEN, TTI, TXN, UAL, UMPQ, UL, WAB, WST, XLNX, CMG, AAWW, ET, LEN.B, RFI, FRA, GLO, LDOS, FSLR, TMUS, KDP, PEB, CIT, NXPI, ACRX, HII, XYL, WPX, MRC, PANW, PBF, CONE, IQV, SFM, TWTR, AMC, W02A, VBLT, ENR, PYPL, THW, FTV, SNDR, SPOT, KLXE, ALC, UBER, CTVA, VNT, ARKG, ESGD, ESGU, FM, IBB, IVV, IWN, RYT, SCHM, SIVR, SPLV, SUSA, SUSB, TBT, VEU, VIG, VXUS,
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- BTC iShares MSCI EAFE Min Vol Factor ETF (EFAV) - 488,964 shares, 13.81% of the total portfolio. Shares added by 2.32%
- Vanguard Intermediate-Term Bond ETF (BIV) - 382,675 shares, 13.14% of the total portfolio. Shares added by 3.94%
- BTC iShares MSCI USA Momentum Factor ETF (MTUM) - 170,301 shares, 10.60% of the total portfolio. Shares reduced by 0.49%
- S&P 500 ETF TRUST ETF (SPY) - 60,799 shares, 9.32% of the total portfolio. Shares reduced by 1.3%
- SPDR Gold MiniShares Trust (GLDM) - 1,163,846 shares, 7.65% of the total portfolio. Shares added by 1.58%
Burt Wealth Advisors added to a holding in iShares National Muni Bond ETF by 147.89%. The purchase prices were between $114.92 and $117.49, with an estimated average price of $116.27. The stock is now traded at around $117.050000. The impact to a portfolio due to this purchase was 0.5%. The holding were 18,411 shares as of 2021-03-31.
Sold Out: Danaher Corp (DHR)Burt Wealth Advisors sold out a holding in Danaher Corp. The sale prices were between $212.38 and $245.9, with an estimated average price of $229.37.
Sold Out: SPDR S&P 400 Mid Cap Growth ETF (MDYG)Burt Wealth Advisors sold out a holding in SPDR S&P 400 Mid Cap Growth ETF. The sale prices were between $68.26 and $76.79, with an estimated average price of $73.78.
Sold Out: Equifax Inc (EFX)Burt Wealth Advisors sold out a holding in Equifax Inc. The sale prices were between $161.88 and $189.88, with an estimated average price of $176.65.
Sold Out: McDonald's Corp (MCD)Burt Wealth Advisors sold out a holding in McDonald's Corp. The sale prices were between $204.84 and $227.35, with an estimated average price of $213.87.
Sold Out: Schwab International Equity ETF (SCHF)Burt Wealth Advisors sold out a holding in Schwab International Equity ETF. The sale prices were between $35.74 and $38.15, with an estimated average price of $37.29.
Sold Out: BTC iShares International Aggregate Bond Fund (IAGG)Burt Wealth Advisors sold out a holding in BTC iShares International Aggregate Bond Fund. The sale prices were between $54.65 and $56.18, with an estimated average price of $55.41.
Here is the complete portfolio of Burt Wealth Advisors. Also check out:
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