Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
72
11
17
2
8
2
51
10
7
BURT WEALTH ADVISORS

Time Period2018-06-30

Total Holdings382

Total Value ($x1000)208,665
Activities
New25

Increased27

Unchanged289

Decreased41

Sold Out37

Top 10 Stock Holdingstotal 71.7%
EFAV14.68

AGGP14.46

MTUM10.22

SPY9.5

VWO7.82

 
SCHP5.23

SCHA4.9

UNH2.36

BNDX1.57

TIPZ0.96

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFAV
14.68%
EAFE MIN VOL ETF
AGGP
14.46%
IQ ENCH COR PL
MTUM
10.22%
MSCI USAMOMFCT
SPY
9.5%
TR UNIT
VWO
7.82%
FTSE EMR MKT ETF
SCHP
5.23%
US TIPS ETF
FM
4.96%
MSCI FRNTR100ETF
SCHA
4.9%
US SML CAP ETF
UNH
2.36%
COM
BNDX
1.57%
INTL BD IDX ETF
TIPZ
0.96%
BROAD US TIPS
AOR
0.78%
GRWT ALLOCAT ETF
JNJ
0.73%
COM
GAL
0.73%
GLOBL ALLO ETF
AAPL
0.71%
COM
NKE
0.55%
CL B
AMZN
0.53%
COM
MSFT
0.5%
COM
BRK.B
0.48%
CL B NEW
XOM
0.47%
COM
MAR
0.43%
CL A
IBM
0.4%
COM
IDLV
0.36%
S&P INTL LOW
HYS
0.35%
0-5 HIGH YIELD
MMM
0.33%
COM
VB
0.32%
SMALL CP ETF
SCHZ
0.31%
US AGGREGATE B
IWP
0.29%
RUS MD CP GR ETF
UNP
0.29%
COM
WGL
0.29%
COM
USB
0.28%
COM NEW
MINC
0.28%
NEWFLT MULSINC
CSX
0.28%
COM
AMGN
0.27%
COM
PG
0.24%
COM
SCHE
0.24%
EMRG MKTEQ ETF
JPM
0.24%
COM
PFE
0.23%
COM
MDYV
0.22%
S&P 400 MDCP VAL
IWZ
0.22%
RUS 3000 GRW ETF
DIS
0.21%
COM DISNEY
RLY
0.2%
MULT ASS RLRTN
VTEB
0.2%
TAX-EXEMPT BD
GE
0.2%
COM
WST
0.2%
COM
ITOT
0.19%
CORE S&P TTL STK
MINT
0.19%
ENHAN SHRT MAT
VZ
0.17%
COM
CVX
0.16%
COM
WFC
0.16%
COM
LLY
0.16%
COM
MDY
0.16%
UTSER1 S&PDCRP
BMY
0.16%
COM
AXP
0.16%
COM
KO
0.15%
COM
EFG
0.15%
EAFE GRWTH ETF
IUSB
0.15%
CORE TL USD BD
VIG
0.14%
DIV APP ETF
ABBV
0.14%
COM
STT
0.14%
COM
CAT
0.13%
COM
PEP
0.12%
COM
SCHX
0.12%
US LRG CAP ETF
FRN
0.12%
FRONTIER MKTS
T
0.12%
COM
GOOGL
0.12%
CAP STK CL A
VTI
0.12%
TOTAL STK MKT
INTC
0.12%
COM
MRK
0.11%
COM
IWF
0.1%
RUS 1000 GRW ETF
BBT
0.1%
COM
UTX
0.1%
COM
FNB
0.1%
COM
AGG
0.1%
CORE TOTUSBD ETF
V
0.1%
COM CL A
IWV
0.09%
RUSSELL 3000 ETF
IJS
0.09%
SP SMCP600VL ETF
DEO
0.09%
SPON ADR NEW
ABT
0.09%
COM
PRF
0.09%
FTSE RAFI 1000
CSCO
0.09%
COM
GILD
0.09%
COM
MDYG
0.09%
S&P 400 MDCP GRW
UGI
0.09%
COM
ORCL
0.09%
COM
WMT
0.08%
COM
GOOG
0.08%
CAP STK CL C
ACN
0.08%
SHS CLASS A
CNI
0.08%
COM
SCHB
0.08%
US BRD MKT ETF
SCHF
0.08%
INTL EQTY ETF
HD
0.08%
COM
EFX
0.08%
COM
CMCSA
0.08%
CL A
EFA
0.08%
MSCI EAFE ETF
VYM
0.07%
HIGH DIV YLD
FRT
0.07%
PRN
IWS
0.07%
RUS MDCP VAL ETF
IVW
0.07%
S&P 500 GRWT ETF
INCY
0.07%
COM
DIA
0.07%
UT SER 1
SDY
0.07%
S&P DIVID ETF
VOO
0.07%
SHS
BP
0.07%
SPONSORED ADR
STBA
0.07%
COM
EGBN
0.07%
COM
CSM
0.07%
PSHS LC COR PLUS
RDS/A
0.06%
SPONS ADR A
MCK
0.06%
COM
BOND
0.06%
TOTL RETN ETF
BAC
0.06%
COM
PM
0.06%
COM
LMT
0.06%
COM
EEM
0.06%
MSCI EMG MKT ETF
MCD
0.06%
COM
OXY
0.06%
COM
DWDP
0.05%
COM
ESRX
0.05%
COM
QGEN
0.05%
SHS NEW
SYY
0.05%
COM
HON
0.05%
COM
CHTR
0.05%
CL A
PNC
0.05%
COM
SCHO
0.05%
SHT TM US TRES
VAC
0.05%
COM
PTLC
0.05%
TRENDP 750 ETF
AMX
0.05%
SPON ADR L SHS
DTN
0.05%
DIV EX-FINL FD
D
0.05%
COM
BAM
0.05%
CL A LTD VT SH
STZ
0.05%
CL A
EWC
0.05%
MSCI CDA ETF
IVE
0.05%
S&P 500 VAL ETF
VBK
0.05%
SML CP GRW ETF
BKNG
0.04%
COM
PHDG
0.04%
S&P500 DOWNSID
EPD
0.04%
COM
SPG
0.04%
COM
PEG
0.04%
COM
BIP
0.04%
PRN
NOC
0.04%
COM
XLK
0.04%
TECHNOLOGY
IJR
0.04%
CORE S&P SCP ETF
NEAR
0.04%
SHT MAT BD ETF
SLB
0.04%
COM
JKD
0.04%
MRNGSTR LG-CP ET
VBR
0.04%
SM CP VAL ETF
CELG
0.04%
COM
BA
0.04%
COM
CL
0.03%
COM
HST
0.03%
COM
GG
0.03%
COM
ZIXI
0.03%
COM
KEYW
0.03%
COM
QAI
0.03%
HEDGE MLTI ETF
DVY
0.03%
SELECT DIVID ETF
EXC
0.03%
COM
IWD
0.03%
RUS 1000 VAL ETF
TFI
0.03%
NUVN BRCLY MUNI
FOXA
0.03%
CL A
DBEF
0.03%
XTRAK MSCI EAFE
WRE
0.03%
SH BEN INT
VO
0.03%
MID CAP ETF
DFS
0.03%
COM
TIP
0.03%
TIPS BD ETF
TTEK
0.03%
COM
LUV
0.03%
COM
EMR
0.03%
COM
AZN
0.03%
SPONSORED ADR
VCSH
0.03%
SHRT TRM CORP BD
CWI
0.03%
MSCI ACWI EXUS
DHR
0.03%
COM
TMO
0.03%
COM
AMP
0.03%
COM
FMI
0.02%
COM
CIU
0.02%
INTERM CR BD ETF
DPS
0.02%
COM
UBSI
0.02%
COM
NEE
0.02%
COM
FEZ
0.02%
EURO STOXX 50
AMT
0.02%
COM
SJM
0.02%
COM NEW
PJT
0.02%
COM CL A
MO
0.02%
COM
FB
0.02%
CL A
APO
0.02%
CL A SHS
MS
0.02%
COM NEW
ENB
0.02%
COM
MTB
0.02%
COM
IWB
0.02%
RUS 1000 ETF
MLCO
0.02%
ADR
GEM
0.02%
ACTIVEBETA EME
AEP
0.02%
COM
WBA
0.02%
COM
YUM
0.02%
COM
CVS
0.02%
COM
VGK
0.02%
FTSE EUROPE ETF
BX
0.02%
COM UNIT LTD
VTR
0.02%
COM
GM
0.02%
COM
QQQ
0.02%
UNIT SER 1
EOG
0.02%
COM
GIS
0.02%
COM
SBUX
0.02%
COM
VEU
0.02%
ALLWRLD EX US
FEP
0.02%
EUROPE ALPHA
SHW
0.02%
COM
TM
0.02%
SP ADR REP2COM
BKLN
0.02%
SR LN ETF
NVS
0.02%
SPONSORED ADR
FEM
0.01%
EMERG MKT ALPH
FDX
0.01%
COM
NVO
0.01%
ADR
ATH
0.01%
CL A
NSC
0.01%
COM
IJT
0.01%
SP SMCP600GR ETF
BSV
0.01%
SHORT TRM BOND
DUK
0.01%
COM NEW
VXUS
0.01%
VG TL INTL STK F
TRV
0.01%
COM
SO
0.01%
COM
SPR
0.01%
COM CL A
VTIP
0.01%
STRM INFPROIDX
BNS
0.01%
COM
PRU
0.01%
COM
VOD
0.01%
SPNSR ADR NO PAR
ISRG
0.01%
COM NEW
ETE
0.01%
COM UT LTD PTN
XYL
0.01%
COM
FNV
0.01%
COM
LVS
0.01%
COM
IAU
0.01%
ISHARES
IYW
0.01%
U.S. TECH ETF
URI
0.01%
COM
CH
0.01%
COM
BAX
0.01%
COM
FXH
0.01%
HLTH CARE ALPH
EXEL
0.01%
COM
KMB
0.01%
COM
GSK
0.01%
SPONSORED ADR
BIIB
0.01%
COM
WYNN
0.01%
COM
ALL
0.01%
COM
UDR
0.01%
PRN
FTV
0.01%
COM
TIF
0.01%
COM
UA/C
0.01%
CL C
JTD
0.01%
COM
INTU
0.01%
COM
DNP
0.01%
COM
CE
0.01%
COM SER A
TEF
0.01%
SPONSORED ADR
RSP
0.01%
S&P500 EQL WGT
HSIC
0.01%
COM
FXG
0.01%
CONSUMR STAPLE
FXU
0.01%
UTILITIES ALPH
COF
0.01%
COM
TEL
0.01%
REG SHS
EVRG
0.01%
COM
C
0.01%
COM NEW
SPLV
0.01%
S&P500 LOW VOL
APD
0.01%
COM
MAT
0.01%
COM
CBOE
0.01%
COM
YUMC
0.01%
COM
TGT
0.01%
COM
CB
0.01%
COM
BLE
0.01%
COM
TREX
0.01%
COM
WY
0.01%
COM
VHT
0.01%
HEALTH CAR ETF
NMY
0.01%
COM
IP
0.01%
COM
LQD
0.01%
IBOXX INV CP ETF
VSS
0.01%
FTSE SMCAP ETF
TROW
0.01%
COM
PSX
0.01%
COM
ABM
0.01%
COM
LEN
0.01%
CL A
CCI
0.01%
COM
FPA
< 0.01%
ASIA EX JAPAN
IBB
< 0.01%
NASDQ BIOTEC ETF
IWO
< 0.01%
RUS 2000 GRW ETF
LOW
< 0.01%
COM
MET
< 0.01%
COM
BOTZ
< 0.01%
RBTCS ARTFL IN
IWM
< 0.01%
RUSSELL 2000 ETF
ROBO
< 0.01%
ROBO STX GLB ETF
IWN
< 0.01%
RUS 2000 VAL ETF
CLB
< 0.01%
COM
ESGD
< 0.01%
MSCI EAFE ESG
FRA
< 0.01%
COM
GLO
< 0.01%
SH BEN INT
WM
< 0.01%
COM
MIC
< 0.01%
MEMBERSHIP INT
AMRX
< 0.01%
CL A
M
< 0.01%
COM
FCAN
< 0.01%
CANADA ALPHA
ITW
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
DVMT
< 0.01%
COM CL V
RFI
< 0.01%
COM
UL
< 0.01%
SPON ADR NEW
FIS
< 0.01%
COM
QCOM
< 0.01%
COM
IYZ
< 0.01%
U.S. TELECOM ETF
TXN
< 0.01%
COM
JWN
< 0.01%
COM
VOE
< 0.01%
MCAP VL IDXVIP
OMED
< 0.01%
COM
IMGN
< 0.01%
COM
CG
< 0.01%
COM UTS LTD PTN
AET
< 0.01%
COM
NWSA
< 0.01%
CL A
SCHM
< 0.01%
US MID-CAP ETF
TPR
< 0.01%
COM
MGM
< 0.01%
COM
VBLT
< 0.01%
COM
SCHW
< 0.01%
COM
RAD
< 0.01%
COM
SIVR
< 0.01%
SILVER SHS
SBRA
< 0.01%
PRN
NTG
< 0.01%
COM
GLD
< 0.01%
GOLD SHS
IVZ
< 0.01%
SHS
APTV
< 0.01%
SHS
ICLR
< 0.01%
SHS
AGN
< 0.01%
SHS
ADNT
< 0.01%
ORD SHS
CMG
< 0.01%
COM
IVV
< 0.01%
CORE S&P500 ETF
AER
< 0.01%
SHS
NUSC
< 0.01%
ESG SMALL CAP
SCHD
< 0.01%
US DIVIDEND EQ
ACRX
< 0.01%
COM
BBU
< 0.01%
PRN
WPG
< 0.01%
COM
LBTYK
< 0.01%
SHS CL C
KEY
< 0.01%
COM
DISCK
< 0.01%
COM SER C
SKM
< 0.01%
SPONSORED ADR
EBAY
< 0.01%
COM
ERJ
< 0.01%
SP ADR REP 4 COM
NTES
< 0.01%
SPONSORED ADR
MFC
< 0.01%
COM
KHC
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
TRK
< 0.01%
COM
BZM
< 0.01%
COM
ABX
< 0.01%
COM
BYM
< 0.01%
COM
CATO
< 0.01%
CL A
AVGO
< 0.01%
COM
LSXMA
< 0.01%
COM A SIRIUSXM
LEXEA
< 0.01%
COM
NRG
< 0.01%
COM NEW
KIM
< 0.01%
COM
MDRX
< 0.01%
COM
DISCA
< 0.01%
COM SER A
CC
< 0.01%
COM
GLIBA
< 0.01%
COM CLASS A
ALT
< 0.01%
COM
LSXMK
< 0.01%
COM C SIRIUSXM
FTR
< 0.01%
COM NEW
LBRDA
< 0.01%
COM SER A
LEN/B
< 0.01%
CL B
BKI
< 0.01%
COM
ASIX
< 0.01%
COM
LBRDK
< 0.01%
COM SER C
BATRK
< 0.01%
COM C BRAVES GRP
AIG/WS
< 0.01%
*W EXP 01/19/202
SLYG
< 0.01%
S&P 600 SMCP GRW
CNNE
< 0.01%
COM
CRC
< 0.01%
COM NEW
PNBK
< 0.01%
COM NEW
WIN
< 0.01%
ADDE
NTG/R
< 0.01%
RIGHT 07/18/2018
NAV
< 0.01%
COM
FNF
< 0.01%
COM
LGF/B
< 0.01%
CL B NON VTG
LTRPA
< 0.01%
COM SER A
UNIT
< 0.01%
COM
IDLV
0.39%
INTL DEV LOWVL
PRF
0.1%
FTSE RAFI 1000
FRN
0.07%
GUGG FRNTR MKT
TWX
0.06%
COM NEW
PHDG
0.05%
S&P500 DWNHDGE
AOM
0.04%
MODERT ALLOC ETF
AOA
0.03%
AGGRES ALLOC ETF
MON
0.03%
COM
ABB
0.03%
SPONSORED ADR
QQQ
0.02%
UNIT SER 1
BKLN
0.02%
SENIOR LN PORT
ISL
0.02%
COM
HBI
0.01%
COM
MDLZ
0.01%
CL A
RSP
0.01%
GUG S&P500 EQ WT
GXP
0.01%
COM
SPLV
0.01%
S&P500 LOW VOL
CAH
0.01%
COM
HPQ
0.01%
COM
IPXL
0.01%
COM
HPE
< 0.01%
COM
SLF
< 0.01%
COM
CABO
< 0.01%
COM
GHC
< 0.01%
COM
LINTA
< 0.01%
INT COM SER A
A
< 0.01%
COM
JCI
< 0.01%
SHS
DXC
< 0.01%
COM
PNR
< 0.01%
SHS
KEYS
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
BHF
< 0.01%
COM
AVGO
< 0.01%
SHS
CHUBK
< 0.01%
COM SER C
WIN
< 0.01%
COM NEW
CHUBA
< 0.01%
COM SER A
MNK
< 0.01%
SHS