Burt Wealth Advisors

Q2 2024 13F Holdings Report, Stock Holdings

Signature - Title
Brady Darrington - Operations Manager
Location
North Bethesda, MD
Holdings as of
June 30, 2024
Value $
$379M
Num holdings
111
Date filed
7/16/2024, 03:29 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included CACI, SCHX, BIV, SPY, and GLDM.
Previous filing
Q1 2024 - Apr 18, 2024
Next filing
Q3 2024 - Nov 1, 2024
Filing 2024 Q2 compared to 2024 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Brady Darrington Operations Manager North Bethesda, Maryland 7/16/2024