Burt Wealth Advisors

CIK: 0001612041SEC EDGAR →

Portfolio Value

$407K

Holdings

0

As of

Q3 2025

New Positions

0

Closed Positions

116

Top 10 Holdings

RankStockSharesValue% of Portfolio

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

CA8ACLOSED
$38K
SCHXCLOSED
$36K
GLDMCLOSED
$35K
BIVCLOSED
$34K
SPIBCLOSED
$28K

Closed Positions (116)

$38K · 81K shares
$36K · 1.5M shares
$35K · 538K shares
$34K · 445K shares
$28K · 835K shares
$27K · 44K shares
$23K · 279K shares
$21K · 642K shares
$21K · 361K shares
$16K · 655K shares
$15K · 602K shares
$14K · 136K shares
$7K · 289K shares
$7K · 134K shares
$6K · 28K shares
$6K · 11K shares
$5K · 91K shares
$5K · 15K shares
$5K · 41K shares
$4K · 41K shares
$4K · 19K shares
$4K · 54K shares
$4K · 78K shares
$4K · 64K shares
$3K · 127K shares
$3K · 12K shares
$2K · 4K shares
$2K · 47K shares
$2K · 28K shares
$2K · 13K shares
$2K · 2K shares
$2K · 70K shares
$2K · 6K shares
$2K · 6K shares
$2K · 36K shares
$1K · 8K shares
$1K · 5K shares
$1K · 5K shares
$1K · 15K shares
$1K · 10K shares
$1K · 42K shares
$1K · 3K shares
$982 · 10K shares
$969 · 42K shares
$935 · 5K shares
$930 · 18K shares
$919 · 11K shares
$883 · 30K shares
$872 · 6K shares
$809 · 15K shares
$804 · 3K shares
$795 · 3K shares
$789 · 3K shares
$764 · 3K shares
$762 · 10K shares
$760 · 16K shares
$720 · 3K shares
$691 · 5K shares
$679 · 3K shares
$643 · 1K shares
$640 · 2K shares
$621 · 13K shares
$601 · 7K shares
$597 · 816 shares
$565 · 1K shares
$563 · 3K shares
$552 · 21K shares
$539 · 12K shares
$480 · 1K shares
$478 · 1K shares
$473 · 5K shares
$461 · 3K shares
$457 · 3K shares
$443 · 9K shares
$439 · 9K shares
$411 · 8K shares
$408 · 5K shares
$407 · 1K shares
$402 · 8K shares
$401 · 5K shares
$399 · 5K shares
$396 · 6K shares
$395 · 3K shares
$394 · 2K shares
$393 · 8K shares
$368 · 6K shares
$365 · 8K shares
$362 · 2K shares
$350 · 3K shares
$348 · 5K shares
$346 · 2K shares
$329 · 7K shares
$319 · 3K shares
$312 · 1K shares
$312 · 13K shares
$302 · 5K shares
$280 · 4K shares
$277 · 2K shares
$275 · 12K shares
$271 · 14K shares
$266 · 46 shares
$264 · 6K shares
$263 · 6K shares
$257 · 3K shares
$255 · 5K shares
$246 · 2K shares
$243 · 2K shares
$241 · 2K shares
$241 · 2K shares
$223 · 1K shares
$217 · 10K shares
$215 · 2K shares
$212 · 5K shares
$211 · 2K shares
$207 · 447 shares
$204 · 800 shares