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Stock Style
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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
74
7
10
2
4
1
44
9
9
BURT WEALTH ADVISORS

Time Period2019-06-30

Total Holdings347

Total Value ($x1000)228,168
Activities
New17

Increased27

Unchanged248

Decreased55

Sold Out36

Top 10 Stock Holdingstotal 71.6%
AGGP15.34

EFAV14.41

SPY8.92

MTUM8.75

VWO7.81

 
SCHP6.06

SCHA4.51

SCHX2.35

UNH2.13

BNDX1.32

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AGGP
15.34%
IQ ENCH COR PL
EFAV
14.41%
EAFE MIN VOL ETF
SPY
8.92%
TR UNIT
MTUM
8.75%
MSCI USAMOMFCT
VWO
7.81%
FTSE EMR MKT ETF
SCHP
6.06%
US TIPS ETF
FM
5.29%
MSCI FRNTR100ETF
SCHA
4.51%
US SML CAP ETF
SCHX
2.35%
US LRG CAP ETF
UNH
2.13%
COM
BNDX
1.32%
INTL BD IDX ETF
FNDX
0.95%
SCHWAB FDT US LG
MSFT
0.76%
COM
AOR
0.76%
GRWT ALLOCAT ETF
JNJ
0.76%
COM
AAPL
0.73%
COM
GAL
0.67%
GLOBL ALLO ETF
BRK.B
0.54%
CL B NEW
NKE
0.53%
CL B
VTEB
0.45%
TAX-EXEMPT BD
XOM
0.45%
COM
AMZN
0.41%
COM
HYS
0.37%
0-5 HIGH YIELD
TFI
0.37%
NUVN BRCLY MUNI
MAR
0.37%
CL A
PG
0.32%
COM
IDLV
0.31%
S&P INTL LOW
IBM
0.3%
COM
DIS
0.3%
COM DISNEY
IWP
0.3%
RUS MD CP GR ETF
CSX
0.29%
COM
VB
0.28%
SMALL CP ETF
UNP
0.28%
COM
USB
0.27%
COM NEW
MMM
0.25%
COM
PFE
0.23%
COM
AMGN
0.23%
COM
SCHG
0.23%
US LCAP GR ETF
WST
0.23%
COM
SCHE
0.22%
EMRG MKTEQ ETF
IWZ
0.22%
RUS 3000 GRW ETF
JPM
0.2%
COM
MDYV
0.2%
S&P 400 MDCP VAL
SCHZ
0.2%
US AGGREGATE B
ITOT
0.19%
CORE S&P TTL STK
LLY
0.18%
COM
IUSB
0.17%
CORE TL USD BD
GE
0.17%
COM
MINC
0.17%
NEWFLT MULSINC
BOND
0.17%
TOTL RETN ETF
MDY
0.15%
UTSER1 S&PDCRP
WMT
0.15%
COM
PEP
0.15%
COM
RLY
0.15%
MULT ASS RLRTN
MRK
0.15%
COM
VZ
0.14%
COM
HD
0.14%
COM
EFG
0.14%
EAFE GRWTH ETF
CSCO
0.14%
COM
WFC
0.13%
COM
V
0.13%
COM CL A
CAT
0.12%
COM
BMY
0.12%
COM
AXP
0.12%
COM
BBT
0.12%
COM
ABT
0.11%
COM
KO
0.11%
COM
SDY
0.11%
S&P DIVID ETF
VTI
0.11%
TOTAL STK MKT
ORCL
0.11%
COM
SYY
0.11%
COM
GOOGL
0.1%
CAP STK CL A
IWF
0.1%
RUS 1000 GRW ETF
UTX
0.1%
COM
DEO
0.1%
SPON ADR NEW
INTC
0.09%
COM
IWS
0.09%
RUS MDCP VAL ETF
IWV
0.09%
RUSSELL 3000 ETF
ABBV
0.09%
COM
SCHF
0.09%
INTL EQTY ETF
CMCSA
0.09%
CL A
SCHB
0.09%
US BRD MKT ETF
MDYG
0.09%
S&P 400 MDCP GRW
CNI
0.08%
COM
UGI
0.08%
COM
INCY
0.08%
COM
EFX
0.08%
COM
PTLC
0.08%
TRENDP 750 ETF
GILD
0.08%
COM
VYM
0.08%
HIGH DIV YLD
MCD
0.08%
COM
STT
0.08%
COM
GOOG
0.07%
CAP STK CL C
CVX
0.07%
COM
FRN
0.07%
FRONTIER MKTS
EFA
0.07%
MSCI EAFE ETF
FRT
0.07%
PRN
VOO
0.07%
SHS
PHDG
0.07%
S&P500 DOWNSID
LMT
0.07%
COM
ACN
0.06%
SHS CLASS A
CHTR
0.06%
CL A
T
0.06%
COM
BAC
0.06%
COM
HON
0.06%
COM
PNC
0.06%
COM
BP
0.06%
SPONSORED ADR
RDS/A
0.06%
SPONS ADR A
FNB
0.06%
COM
MCK
0.05%
COM
PM
0.05%
COM
EGBN
0.05%
COM
STBA
0.05%
COM
DIA
0.05%
UT SER 1
EEM
0.05%
MSCI EMG MKT ETF
MINT
0.05%
ENHAN SHRT MAT
ZIXI
0.05%
COM
BAM
0.05%
CL A LTD VT SH
JKHY
0.05%
COM
DFS
0.05%
COM
DHR
0.05%
COM
D
0.05%
COM
EXC
0.05%
COM
QAI
0.04%
HEDGE MLTI ETF
EPD
0.04%
COM
DTN
0.04%
DIV EX-FINL FD
EWC
0.04%
MSCI CDA ETF
XLK
0.04%
TECHNOLOGY
SBUX
0.04%
COM
NOC
0.04%
COM
AMX
0.04%
SPON ADR L SHS
VAC
0.04%
COM
BKNG
0.04%
COM
SPG
0.04%
COM
QGEN
0.04%
SHS NEW
EMR
0.04%
COM
NEAR
0.04%
SHT MAT BD ETF
BA
0.04%
COM
TTEK
0.03%
COM
STZ
0.03%
CL A
CL
0.03%
COM
BIP
0.03%
PRN
TMO
0.03%
COM
IEFA
0.03%
CORE MSCI EAFE
UBSI
0.03%
COM
VEA
0.03%
FTSE DEV MKT ETF
AGG
0.03%
CORE TOTUSBD ETF
SHW
0.03%
COM
LDUR
0.03%
LOW DURTN ETF
NEM
0.03%
COM
AZN
0.03%
SPONSORED ADR
VO
0.03%
MID CAP ETF
DBEF
0.03%
XTRAK MSCI EAFE
HST
0.03%
COM
BSV
0.03%
SHORT TRM BOND
NEE
0.03%
COM
TIP
0.03%
TIPS BD ETF
SCHW
0.03%
COM
CI
0.02%
COM
AMP
0.02%
COM
SCHH
0.02%
US REIT ETF
CIU
0.02%
INTERM CR BD ETF
MO
0.02%
COM
WRE
0.02%
SH BEN INT
FB
0.02%
CL A
OXY
0.02%
COM
LUV
0.02%
COM
AEP
0.02%
COM
YUM
0.02%
COM
IJR
0.02%
CORE S&P SCP ETF
IWD
0.02%
RUS 1000 VAL ETF
CWI
0.02%
MSCI ACWI EXUS
APO
0.02%
CL A SHS
IXUS
0.02%
CORE MSCITOTAL
IWB
0.02%
RUS 1000 ETF
VTR
0.02%
COM
DD
0.02%
COM
STI
0.02%
COM
GLD
0.02%
GOLD SHS
GIS
0.02%
COM
MTB
0.02%
COM
CELG
0.02%
COM
AMT
0.02%
COM
ENB
0.02%
COM
MS
0.02%
COM NEW
NVS
0.02%
SPONSORED ADR
QQQ
0.02%
UNIT SER 1
VCSH
0.02%
SHRT TRM CORP BD
PSX
0.02%
COM
PEG
0.02%
COM
VGK
0.02%
FTSE EUROPE ETF
SJM
0.02%
COM NEW
PJT
0.02%
COM CL A
GM
0.02%
COM
ACB
0.01%
COM
NVO
0.01%
ADR
CVS
0.01%
COM
PHM
0.01%
COM
BKLN
0.01%
SR LN ETF
FEP
0.01%
EUROPE ALPHA
TM
0.01%
SP ADR REP2COM
XYL
0.01%
COM
WBA
0.01%
COM
ATH
0.01%
CL A
DOW
0.01%
COM
LQD
0.01%
IBOXX INV CP ETF
DVY
0.01%
SELECT DIVID ETF
DUK
0.01%
COM NEW
KMB
0.01%
COM
IYW
0.01%
U.S. TECH ETF
IAU
0.01%
ISHARES
BNS
0.01%
COM
BAX
0.01%
COM
AGR
0.01%
COM
TRV
0.01%
COM
INTU
0.01%
COM
EOG
0.01%
COM
ALL
0.01%
COM
SCHO
0.01%
SHT TM US TRES
FXH
0.01%
HLTH CARE ALPH
SLB
0.01%
COM
GMM
0.01%
EMERG MKTS ETF
APD
0.01%
COM
PRU
0.01%
COM
GSK
0.01%
SPONSORED ADR
IEMG
0.01%
CORE MSCI EMKT
ISRG
0.01%
COM NEW
SPLV
0.01%
S&P500 LOW VOL
EXEL
0.01%
COM
FTV
0.01%
COM
VNQ
0.01%
REIT ETF
DNP
0.01%
COM
URI
0.01%
COM
ETE
0.01%
COM UT LTD PTN
SASR
0.01%
COM
JTD
0.01%
COM
RSP
0.01%
S&P500 EQL WGT
TEL
0.01%
REG SHS
FXU
0.01%
UTILITIES ALPH
SPR
0.01%
COM CL A
FXG
0.01%
CONSUMR STAPLE
SCHD
0.01%
US DIVIDEND EQ
DLS
0.01%
INTL SMCAP DIV
EVRG
0.01%
COM
TEF
0.01%
SPONSORED ADR
TGT
0.01%
COM
VTIP
0.01%
STRM INFPROIDX
YUMC
0.01%
COM
DECK
0.01%
COM
BIIB
0.01%
COM
COF
0.01%
COM
CB
0.01%
COM
CTST
0.01%
COM
LARE
0.01%
TIERRA XP LATIN
IWR
0.01%
RUS MID-CAP ETF
ABM
0.01%
COM
CTVA
0.01%
COM
CBOE
0.01%
COM
SCHC
0.01%
INTL SCEQT ETF
FOXAV
0.01%
CL A COM
TIF
0.01%
COM
VHT
0.01%
HEALTH CAR ETF
HSY
0.01%
COM
UAA
0.01%
CL A
KDP
0.01%
COM
WM
0.01%
COM
WAB
< 0.01%
COM
MET
< 0.01%
COM
IP
< 0.01%
COM
IBB
< 0.01%
NASDQ BIOTEC ETF
LEN
< 0.01%
CL A
LOW
< 0.01%
COM
IWO
< 0.01%
RUS 2000 GRW ETF
ROBO
< 0.01%
ROBO STX GLB ETF
VXUS
< 0.01%
VG TL INTL STK F
IWN
< 0.01%
RUS 2000 VAL ETF
IWM
< 0.01%
RUSSELL 2000 ETF
BOTZ
< 0.01%
RBTCS ARTFL IN
QCOM
< 0.01%
COM
UL
< 0.01%
SPON ADR NEW
GS
< 0.01%
COM
RFI
< 0.01%
COM
MIC
< 0.01%
MEMBERSHIP INT
C
< 0.01%
COM NEW
VIG
< 0.01%
DIV APP ETF
TROW
< 0.01%
COM
NVCR
< 0.01%
ORD SHS
FRA
< 0.01%
COM
FIS
< 0.01%
COM
TREX
< 0.01%
COM
WY
< 0.01%
COM
MMP
< 0.01%
PRN
GLO
< 0.01%
SH BEN INT
ETRN
< 0.01%
COM
EQT
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
IAGG
< 0.01%
CORE INTL AGGR
ALC
< 0.01%
ORD SHS
TXN
< 0.01%
COM
IMFP
< 0.01%
MLT FTR CR PLS
SIVR
< 0.01%
PHYSCL SILVR SHS
DOX
< 0.01%
ORD
ITW
< 0.01%
COM
AMRX
< 0.01%
CL A
ESGU
< 0.01%
ETF MSCI USA
M
< 0.01%
COM
SCHM
< 0.01%
US MID-CAP ETF
SLY
< 0.01%
S&P 600 SML CAP
ABX
< 0.01%
COM
NTG
< 0.01%
COM
NUSC
< 0.01%
ESG SMALL CAP
IVV
< 0.01%
CORE S&P500 ETF
ACRX
< 0.01%
COM
VEU
< 0.01%
ALLWRLD EX US
EHTH
< 0.01%
COM
REZI
< 0.01%
COM
NTES
< 0.01%
SPONSORED ADR
ESGD
< 0.01%
MSCI EAFE ESG
TRK
< 0.01%
COM
AGN
< 0.01%
SHS
BZM
< 0.01%
COM
FDX
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
NXPI
< 0.01%
COM
BBU
< 0.01%
PRN
MFC
< 0.01%
COM
AER
< 0.01%
SHS
ERJ
< 0.01%
SP ADR REP 4 COM
VBLT
< 0.01%
COM
BYM
< 0.01%
COM
MDRX
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
IMGN
< 0.01%
COM
KIM
< 0.01%
COM
KHC
< 0.01%
COM
ALT
< 0.01%
COM NEW
LEN/B
< 0.01%
CL B
UNIT
< 0.01%
COM
CNNE
< 0.01%
COM
NAV
< 0.01%
COM
CRC
< 0.01%
COM NEW
FNF
< 0.01%
COM
PNBK
< 0.01%
COM NEW
BKI
< 0.01%
COM
CC
< 0.01%
COM
FTR
< 0.01%
COM NEW
GTX
< 0.01%
COM
DWDP
0.04%
COM
GSLC
0.03%
EQUITY ETF
KEYW
0.03%
COM
VBR
0.03%
SM CP VAL ETF
GG
0.03%
COM
BX
0.02%
COM UNIT LTD
SO
0.01%
COM
CH
0.01%
COM
TAP
0.01%
CL B
CGC
0.01%
COM
HSIC
0.01%
COM
SMG
< 0.01%
CL A
DELL
< 0.01%
CL C
SPXS
< 0.01%
DLY S&P500 BR 3X
PRF
< 0.01%
FTSE RAFI 1000
BK
< 0.01%
COM
AMAT
< 0.01%
COM
NWSA
< 0.01%
CL A
EDU
< 0.01%
SPON ADR
CG
< 0.01%
COM UTS LTD PTN
APA
< 0.01%
COM
TPR
< 0.01%
COM
CVET
< 0.01%
COM
BABA
< 0.01%
SPONSORED ADS
JCI
< 0.01%
SHS
TMQ
< 0.01%
COM
DGX
< 0.01%
COM
EBAY
< 0.01%
COM
ECA
< 0.01%
COM
ADNT
< 0.01%
ORD SHS
VHC
< 0.01%
COM
KEY
< 0.01%
COM
AVGO
< 0.01%
COM
L
< 0.01%
COM
AIG/WS
< 0.01%
*W EXP 01/19/202
QRTEA
< 0.01%
COM SER A