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Livermore
Livermore
ZHEN

Burt Wealth Advisors

SEC CIK
0001612041
Latest filing
Nov 5, 2025

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 22, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
110
−2 vs. Q4 2024
Portfolio value
$399.1M
+$5.24M (+1.3%) vs. Q4 2024
Filed
Apr 22, 2025
SEC
Holdings of Burt Wealth Advisors in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF639,890$15.1M3.8%+26,116+4.3%Added–
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM350,120$18.7M4.7%−184−0.1%Reduced–
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW645,626$19.6M4.9%−16,368−2.5%Reduced–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF281,466$21.9M5.5%−2,530−0.9%Reduced–
SPYSPDR S&P 500 ETF TrustETF44,964$25.2M6.3%+766+1.7%AddedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF825,105$27.4M6.9%+16,834+2.1%Added–
CACICACI International IncCL A80,722$29.6M7.4%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF1,451,704$32.1M8.0%+19,544+1.4%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF430,928$33.0M8.3%+16,661+4.0%Added–
GLDMWorld Gold TrustSPDR GLD MINIS543,725$33.7M8.4%−5,467−1.0%ReducedHistory

Sold out since Q4 2024 (5)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Burt Wealth Advisors sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
MCDMcDonalds CorpStock813$235.7K0.1%History
VZVerizon Communications IncStock5,842$233.6K0.1%History
VanEck Morningstar Wide Moat ETF92189F643ETF2,482$230.1K0.1%–
LMTLockheed Martin CorpStock447$217.2K0.1%History
NVDANVIDIA CorpStock1,496$200.9K0.1%History