Burt Wealth Advisors Buys iShares Edge MSCI USA Momentum Factor, Schwab U.S. Large-Cap, Schwab Fundamental U.S. Large Company Index, Sells Schwab U.S. Large-Cap Growth, iShares Core MSCI EAFE, iShares Core MSCI Total International Stock ETF

Rockville, MD, based Investment company Burt Wealth Advisors buys iShares Edge MSCI USA Momentum Factor, Schwab U.S. Large-Cap, Schwab Fundamental U.S. Large Company Index, Microsoft Corp, PIMCO Enhanced Short Maturity Active Exchange-Trad, The Home Depot Inc, Jack Henry & Associates Inc, Sysco Corp, Vanguard FTSE Developed Markets, SPDR S&P Dividend, Schwab U.S. REIT, Charles Schwab Corp, Walmart Inc, SPDR Gold Trust, Schwab International Equity, Invesco S&P 500 Low Volatility, Aurora Cannabis Inc, Vanguard Short-Term Bond, SPDR Index Shares Fund Portfolio Emerging Markets, Phillips 66, Under Armour Inc, Schwab International Small-Cap Equity, Westinghouse Air Brake Technologies Corp, iShares Core MSCI Emerging Markets, Vanguard Real Estate, Dell Technologies Inc, WisdomTree International SmallCap Fund, Amdocs, Adient PLC, Vanguard Total International Stock ETF, VirnetX Holding Corp, Texas Instruments Inc, Johnson Controls International PLC, Qurate Retail Inc, Altimmune Inc, Apache Corp, Applied Materials Inc, Canopy Growth Corp, Capital One Financial Corp, Covetrus Inc, Encana Corp, Equitrans Midstream Corp, Loews Corp, New Oriental Education & Technology Group Inc, Quest Diagnostics Inc, Bank of New York Mellon Corp, Alibaba Group Holding, sells Schwab U.S. Large-Cap Growth, iShares Core MSCI EAFE, iShares Core MSCI Total International Stock ETF, IQ Hedge MultiIQ Hedge Multi-Strategy Tracker, Vanguard Total International Bond ETF, PIMCO 0-5 Year High Yield Corporat Bond Index Exch, iShares Core Growth Allocation, Schwab Emerging Markets Equity, Amazon.com Inc, Vanguard Small-Cap, Schwab US Aggregate Bond, SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC, SPDR Nuveen Bloomberg Barclays Short Term Municipa, iShares Russell 1000 Value, iShares 1-3 Year Treasury Bond ETF, iShares U.S. Health Care Providers, Schwab Short-Term U.S. Treasury, iShares TIPS Bond, Fox Corp, Franco-Nevada Corp, Schwab U.S. Large-Cap Value, Melco Resorts and Entertainment, F N B Corp, United Bankshares Inc, SPDR Dow Jones Industrial Average, iShares U.S. Aerospace & Defense, Crown Castle International Corp, Innovative Industrial Properties Inc, iShares U.S. Financial, Canadian Pacific Railway, Cronos Group Inc, Under Armour Inc, Vanguard Div Appreciation, Vanguard Mid-Cap Value, iShares Russell 2000, Trex Co Inc, NRG Energy Inc, Brighthouse Financial Inc, Illinois Tool Works Inc, Sabra Health Care REIT Inc, iShares Core S&P Mid-Cap, Washington Prime Group Inc, Altimmune Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Burt Wealth Advisors. As of 2019Q1, Burt Wealth Advisors owns 346 stocks with a total value of $151 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 (SPY) - 70,470 shares, 13.17% of the total portfolio. Shares reduced by 0.86%
  2. iShares Edge MSCI USA Momentum Factor (MTUM) - 170,002 shares, 12.62% of the total portfolio. Shares added by 27.40%
  3. Vanguard FTSE Emerging Markets (VWO) - 417,164 shares, 11.73% of the total portfolio. Shares added by 4.50%
  4. Schwab U.S. TIPs (SCHP) - 242,746 shares, 8.83% of the total portfolio. Shares added by 8.51%
  5. iShares MSCI Frontier 100 Fund (FM) - 401,594 shares, 7.56% of the total portfolio. Shares added by 4.35%
New Purchase: Jack Henry & Associates Inc (JKHY)

Burt Wealth Advisors initiated holding in Jack Henry & Associates Inc. The purchase prices were between $121.23 and $138.74, with an estimated average price of $132.14. The stock is now traded at around $146.84. The impact to a portfolio due to this purchase was 0.08%. The holding were 840 shares as of .

New Purchase: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Burt Wealth Advisors initiated holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The purchase prices were between $100.95 and $101.56, with an estimated average price of $101.29. The stock is now traded at around $101.59. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,150 shares as of .

New Purchase: Vanguard FTSE Developed Markets (VEA)

Burt Wealth Advisors initiated holding in Vanguard FTSE Developed Markets. The purchase prices were between $36.75 and $41.54, with an estimated average price of $39.92. The stock is now traded at around $41.71. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,703 shares as of .

New Purchase: Schwab U.S. REIT (SCHH)

Burt Wealth Advisors initiated holding in Schwab U.S. REIT. The purchase prices were between $37.49 and $44.62, with an estimated average price of $42.38. The stock is now traded at around $44.04. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,249 shares as of .

New Purchase: SPDR Index Shares Fund Portfolio Emerging Markets (SPEM)

Burt Wealth Advisors initiated holding in SPDR Index Shares Fund Portfolio Emerging Markets. The purchase prices were between $32 and $36.28, with an estimated average price of $34.78. The stock is now traded at around $36.37. The impact to a portfolio due to this purchase was 0.02%. The holding were 631 shares as of .

New Purchase: Invesco S&P 500 Low Volatility (SPLV)

Burt Wealth Advisors initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $52.92. The impact to a portfolio due to this purchase was 0.02%. The holding were 450 shares as of .

Added: iShares Edge MSCI USA Momentum Factor (MTUM)

Burt Wealth Advisors added to a holding in iShares Edge MSCI USA Momentum Factor by 27.40%. The purchase prices were between $96.81 and $112.18, with an estimated average price of $107.38. The stock is now traded at around $112.73. The impact to a portfolio due to this purchase was 2.71%. The holding were 170,002 shares as of .

Added: Schwab U.S. Large-Cap (SCHX)

Burt Wealth Advisors added to a holding in Schwab U.S. Large-Cap by 72.57%. The purchase prices were between $58.26 and $68.11, with an estimated average price of $64.92. The stock is now traded at around $69.93. The impact to a portfolio due to this purchase was 1.31%. The holding were 69,581 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 1400.91%. The purchase prices were between $33.4 and $38.29, with an estimated average price of $36.81. The stock is now traded at around $39.18. The impact to a portfolio due to this purchase was 1.17%. The holding were 49,710 shares as of .

Added: Microsoft Corp (MSFT)

Burt Wealth Advisors added to a holding in Microsoft Corp by 26.34%. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $125.01. The impact to a portfolio due to this purchase was 0.21%. The holding were 13,012 shares as of .

Added: Sysco Corp (SYY)

Burt Wealth Advisors added to a holding in Sysco Corp by 112.50%. The purchase prices were between $61.37 and $67.58, with an estimated average price of $65.02. The stock is now traded at around $70.07. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,400 shares as of .

Added: The Home Depot Inc (HD)

Burt Wealth Advisors added to a holding in The Home Depot Inc by 51.11%. The purchase prices were between $168.61 and $192.39, with an estimated average price of $183.33. The stock is now traded at around $206.72. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,777 shares as of .

Sold Out: SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM)

Burt Wealth Advisors sold out a holding in SPDR Nuveen Bloomberg Barclays Short Term Municipa. The sale prices were between $48.05 and $48.57, with an estimated average price of $48.29.

Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)

Burt Wealth Advisors sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $83.51 and $84.18, with an estimated average price of $83.71.

Sold Out: iShares U.S. Health Care Providers (IHF)

Burt Wealth Advisors sold out a holding in iShares U.S. Health Care Providers. The sale prices were between $159.24 and $185.5, with an estimated average price of $174.17.

Sold Out: Fox Corp (FOXA)

Burt Wealth Advisors sold out a holding in Fox Corp. The sale prices were between $34.63 and $49.69, with an estimated average price of $36.46.

Sold Out: Franco-Nevada Corp (FNV)

Burt Wealth Advisors sold out a holding in Franco-Nevada Corp. The sale prices were between $68.51 and $78.07, with an estimated average price of $74.11.

Sold Out: Schwab U.S. Large-Cap Value (SCHV)

Burt Wealth Advisors sold out a holding in Schwab U.S. Large-Cap Value. The sale prices were between $48.54 and $55.48, with an estimated average price of $53.19.



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