Burt Wealth Advisors

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$406M
Signature - Title
Brady Darrington - Operations Manager
Location
North Bethesda, MD
Summary
This page shows a list of all the recent 13F filings made by Burt Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Burt Wealth Advisors reported 118 stock holdings with total value $406M as of Q3 2024. Top holdings included CACI, SCHX, BIV, GLDM, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 118 $406M +$6.16M -$6.84M -$686K CACI, SCHX, BIV, GLDM, SPY 13F-HR 10/31/2024, 06:06 PM
Q2 2024 111 $379M +$3.27M -$25.3M -$22.1M CACI, SCHX, BIV, SPY, GLDM 13F-HR 7/16/2024, 03:29 PM
Q1 2024 119 $394M +$28.7M -$2.95M +$25.7M CACI, SCHX, SPY, BIV, GLDM 13F-HR 4/18/2024, 10:42 AM
Q4 2023 107 $350M +$22.5M -$23.5M -$987K CACI, SCHX, BIV, SPIB, SPY 13F-HR 2/1/2024, 03:45 PM
Q3 2023 101 $326M +$15M -$7.83M +$7.16M BIV, CACI, SCHX, SPIB, SPY 13F-HR 10/11/2023, 01:17 PM
Q2 2023 107 $332M +$28.1M -$29.9M -$1.82M BIV, CACI, SCHX, SPY, SPIB 13F-HR 7/18/2023, 12:42 PM
Q1 2023 104 $322M +$26M -$10.8M +$15.3M CACI, BIV, GLDM, MTUM, SPIB 13F-HR 4/13/2023, 11:50 AM
Q4 2022 106 $299M +$71.8M -$41.6M +$30.3M CACI, BIV, MTUM, GLDM, SPY Restatement 2/15/2023, 10:09 AM
Q3 2022 87 $249M +$20.1M -$43.8M -$23.7M CACI, BIV, EFAV, MTUM, SPY 13F-HR 10/11/2022, 11:07 AM
Q2 2022 90 $288M +$33.2M -$42.9M -$9.73M CACI, EFAV, MTUM, GLDM, BIV 13F-HR 7/29/2022, 09:00 AM
Q1 2022 100 $333M +$68.1M -$16.8M +$51.2M EFAV, CACI, BIV, MTUM, SPY 13F-HR 4/18/2022, 09:25 PM
Q4 2021 91 $306M +$22.8M -$42.1M -$19.3M EFAV, CACI, MTUM, BIV, SPY 13F-HR 1/13/2022, 11:42 AM
Q3 2021 97 $314M +$43.5M -$5.55M +$38M EFAV, BIV, CACI, MTUM, SPY 13F-HR 10/6/2021, 04:07 PM
Q2 2021 94 $277M +$4.6M -$10.5M -$5.92M EFAV, BIV, MTUM, SPY, GLDM 13F-HR 7/14/2021, 03:34 PM
Q1 2021 91 $271M +$5.63M -$27.6M -$22M EFAV, BIV, MTUM, SPY, GLDM 13F-HR 4/15/2021, 09:28 AM
Q4 2020 385 $290M +$9.49M -$7.71M +$1.79M EFAV, BIV, MTUM, SPY, GLDM 13F-HR 2/10/2021, 08:55 PM
Q3 2020 391 $267M +$47.7M -$36.9M +$10.7M BIV, EFAV, MTUM, GLDM, SPY 13F-HR 11/10/2020, 11:07 AM
Q2 2020 403 $247M +$7.81M -$9.51M -$1.7M AGGP, EFAV, MTUM, SPY, GLDM 13F-HR 8/5/2020, 02:48 PM
Q1 2020 401 $223M +$10.8M -$8.09M +$2.74M AGGP, EFAV, MTUM, SPY, GLDM 13F-HR 4/29/2020, 12:35 PM
Q4 2019 334 $256M +$21M -$20.9M +$168K AGGP, EFAV, SPY, MTUM, EEMV 13F-HR 1/28/2020, 05:42 PM
Q3 2019 333 $243M +$18.5M -$2.94M +$15.5M AGGP, EFAV, SPY, MTUM, VWO 13F-HR 10/31/2019, 03:29 PM
Q2 2019 335 $228M +$3.43M -$2.22M +$1.21M AGGP, EFAV, SPY, MTUM, VWO 13F-HR 8/5/2019, 03:20 PM
Q1 2019 353 $222M +$17.5M -$25.2M -$7.67M AGGP, EFAV, SPY, MTUM, VWO 13F-HR 4/24/2019, 04:46 PM
Q4 2018 348 $211M +$24.1M -$12.6M +$11.5M AGGP, EFAV, SPY, VWO, MTUM 13F-HR 2/7/2019, 05:31 PM
Q3 2018 380 $220M +$7.05M -$2.33M +$4.73M EFAV, AGGP, MTUM, SPY, VWO 13F-HR 10/30/2018, 02:27 PM
Q2 2018 363 $209M +$24.4M -$8.86M +$15.5M EFAV, AGGP, MTUM, SPY, VWO 13F-HR 7/27/2018, 10:42 AM
Q1 2018 374 $196M +$37.1M -$1.17M +$35.9M EFAV, AGGP, SPY, VWO, FM 13F-HR 4/24/2018, 05:18 PM
Q4 2017 368 $161M +$3.02M -$1.61M +$1.42M EFAV, SPY, VWO, FM, SCHP 13F-HR 1/30/2018, 05:17 PM
Q3 2017 350 $153M +$3.69M -$7.62M -$3.93M EFAV, SPY, VWO, FM, SCHP 13F-HR 11/8/2017, 05:32 PM
Q2 2017 403 $139M +$11.8M -$3.72M +$8.11M EFAV, SPY, VWO, SCHP, SCHA 13F-HR 8/7/2017, 12:08 PM
Q1 2017 349 $139M +$6.18M -$11.2M -$4.99M EFAV, SPY, VWO, SCHP, FM 13F-HR 4/28/2017, 04:22 PM
Q4 2016 408 $107M +$17.5M -$2.43M +$15.1M SPY, VWO, SCHP, SCHA, FM 13F-HR 1/31/2017, 01:22 PM
Q3 2016 410 $90.6M +$1.44M -$1.55M -$113K SPY, VWO, FM, SCHA, UNH 13F-HR 10/26/2016, 12:06 PM
Q2 2016 418 $89.9M +$1.21M -$22.1M -$20.9M SPY, VWO, FM, SCHA, BNDX 13F-HR 7/22/2016, 02:15 PM
Q1 2016 660 $110M +$12.1M -$25.2M -$13M SPY, EFAV, VWO, FM, SCHA Restatement 5/13/2016, 03:04 PM
Q4 2015 526 $125M +$30.6M -$7.36M +$23.2M SPY, EFAV, VWO, BNDX, SCHA 13F-HR 1/29/2016, 02:57 PM
Q3 2015 400 $77.3M +$5.52M -$2.51M +$3.02M EFAV, VWO, SCHA, FM, BNDX 13F-HR 10/21/2015, 04:20 PM
Q2 2015 394 $83M +$7.81M -$1.55M +$6.26M SPY, VWO, SCHA, BNDX, UNH 13F-HR 7/31/2015, 05:40 PM
Q1 2015 352 $97.6M +$12.9M -$9.02M +$3.9M SPY, EFAV, VWO, FM, SCHA Restatement 8/3/2015, 05:40 PM
Q4 2014 359 $94.1M $0 $0 SPY, EFAV, VWO, FM, CWI Restatement 7/31/2015, 05:46 PM