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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
76
11
19
3
10
2
53
11
9
BURT WEALTH ADVISORS

Time Period2018-03-31

Total Holdings394

Total Value ($x1000)196,460
Activities
New23

Increased47

Unchanged288

Decreased36

Sold Out22

Top 10 Stock Holdingstotal 68.82%
EFAV16.32

AGGP15.2

SPY10.32

VWO9.51

SCHP5.91

 
SCHA5.05

UNH2.19

BNDX1.94

MINC1.53

JNJ0.85

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFAV
16.32%
EAFE MIN VOL ETF
AGGP
15.2%
IQ ENCH COR PL
SPY
10.32%
TR UNIT
VWO
9.51%
FTSE EMR MKT ETF
FM
6.6%
MSCI FRNTR100ETF
SCHP
5.91%
US TIPS ETF
SCHA
5.05%
US SML CAP ETF
UNH
2.19%
COM
BNDX
1.94%
INTL BD IDX ETF
MINC
1.53%
NEWFLT MULSINC
JNJ
0.85%
COM
TIPZ
0.85%
BROAD US TIPS
AOR
0.83%
GRWT ALLOCAT ETF
GAL
0.79%
GLOBL ALLO ETF
AAPL
0.68%
COM
MTUM
0.58%
MSCI USAMOMFCT
MAR
0.52%
CL A
MSFT
0.49%
COM
NKE
0.49%
CL B
IBM
0.48%
COM
AMZN
0.48%
COM
XOM
0.45%
COM
BRK.B
0.4%
CL B NEW
MMM
0.4%
COM
IDLV
0.39%
INTL DEV LOWVL
HYS
0.38%
0-5 HIGH YIELD
PG
0.34%
COM
SCHZ
0.33%
US AGGREGATE B
VB
0.33%
SMALL CP ETF
UNP
0.31%
COM
USB
0.3%
COM NEW
IWP
0.3%
RUS MD CP GR ETF
WGL
0.29%
COM
JPM
0.27%
COM
CSX
0.26%
COM
AMGN
0.26%
COM
PFE
0.24%
COM
MDYV
0.23%
S&P 400 MDCP VAL
IWZ
0.22%
RUS 3000 GRW ETF
DIS
0.22%
COM DISNEY
GE
0.21%
COM
RLY
0.21%
MULT ASS RLRTN
MINT
0.21%
ENHAN SHRT MAT
SCHE
0.2%
EMRG MKTEQ ETF
BMY
0.2%
COM
ITOT
0.2%
CORE S&P TTL STK
VZ
0.18%
COM
KO
0.18%
COM
CAT
0.17%
COM
MDY
0.17%
UTSER1 S&PDCRP
WFC
0.17%
COM
EFG
0.16%
EAFE GRWTH ETF
LLY
0.16%
COM
AXP
0.16%
COM
PEP
0.16%
COM
CVX
0.16%
COM
STT
0.16%
COM
VIG
0.15%
DIV APP ETF
ABBV
0.15%
COM
INTC
0.13%
COM
SCHX
0.13%
US LRG CAP ETF
FNB
0.12%
COM
VTI
0.12%
TOTAL STK MKT
GOOGL
0.12%
CAP STK CL A
AGG
0.11%
CORE TOTUSBD ETF
T
0.11%
COM
BBT
0.11%
COM
UTX
0.11%
COM
MRK
0.11%
COM
WMT
0.11%
COM
CSCO
0.1%
COM
IWF
0.1%
RUS 1000 GRW ETF
RDS/A
0.1%
SPONS ADR A
GILD
0.1%
COM
ORCL
0.1%
COM
ABT
0.1%
COM
IWV
0.1%
RUSSELL 3000 ETF
PRF
0.1%
FTSE RAFI 1000
DEO
0.09%
SPON ADR NEW
MDYG
0.09%
S&P 400 MDCP GRW
INCY
0.09%
COM
V
0.09%
COM CL A
IJS
0.09%
SP SMCP600VL ETF
SCHF
0.09%
INTL EQTY ETF
CMCSA
0.09%
CL A
WST
0.09%
COM
EFA
0.09%
MSCI EAFE ETF
SCHB
0.08%
US BRD MKT ETF
ACN
0.08%
SHS CLASS A
GOOG
0.08%
CAP STK CL C
UGI
0.08%
COM
EFX
0.08%
COM
HD
0.08%
COM
VYM
0.08%
HIGH DIV YLD
PM
0.08%
COM
CNI
0.08%
COM
IWS
0.08%
RUS MDCP VAL ETF
DIA
0.07%
UT SER 1
IVW
0.07%
S&P 500 GRWT ETF
IUSB
0.07%
CORE TL USD BD
SDY
0.07%
S&P DIVID ETF
MCK
0.07%
COM
LMT
0.07%
COM
FRT
0.07%
PRN
FRN
0.07%
GUGG FRNTR MKT
VOO
0.07%
SHS
EGBN
0.07%
COM
BAC
0.07%
COM
EEM
0.07%
MSCI EMG MKT ETF
BOND
0.07%
TOTL RETN ETF
STBA
0.07%
COM
IAU
0.07%
ISHARES
BP
0.06%
SPONSORED ADR
DWDP
0.06%
COM
VAC
0.06%
COM
MCD
0.06%
COM
PNC
0.06%
COM
AMX
0.06%
SPON ADR L SHS
CHTR
0.06%
CL A
TWX
0.06%
COM NEW
HON
0.06%
COM
ESRX
0.05%
COM
STZ
0.05%
CL A
QGEN
0.05%
SHS NEW
PTLC
0.05%
TRENDP 750 ETF
SYY
0.05%
COM
BKNG
0.05%
COM
NOC
0.05%
COM
DTN
0.05%
DIV EX-FINL FD
CSM
0.05%
PSHS LC COR PLUS
D
0.05%
COM
IVE
0.05%
S&P 500 VAL ETF
BAM
0.05%
CL A LTD VT SH
BIP
0.05%
PRN
EWC
0.05%
MSCI CDA ETF
PHDG
0.05%
S&P500 DWNHDGE
OXY
0.05%
COM
VBK
0.04%
SML CP GRW ETF
SCHO
0.04%
SHT TM US TRES
CELG
0.04%
COM
PEG
0.04%
COM
NEAR
0.04%
SHT MAT BD ETF
EPD
0.04%
COM
SPG
0.04%
COM
CL
0.04%
COM
XLK
0.04%
TECHNOLOGY
AOM
0.04%
MODERT ALLOC ETF
SLB
0.04%
COM
IJR
0.04%
CORE S&P SCP ETF
VBR
0.04%
SM CP VAL ETF
GSK
0.04%
SPONSORED ADR
BA
0.04%
COM
GG
0.04%
COM
VTEB
0.04%
TAX-EXEMPT BD
QAI
0.04%
HEDGE MLTI ETF
DVY
0.03%
SELECT DIVID ETF
LUV
0.03%
COM
IWD
0.03%
RUS 1000 VAL ETF
HST
0.03%
COM
EXC
0.03%
COM
KEYW
0.03%
COM
DFS
0.03%
COM
DBEF
0.03%
XTRAK MSCI EAFE
VO
0.03%
MID CAP ETF
TIP
0.03%
TIPS BD ETF
AMP
0.03%
COM
EMR
0.03%
COM
SJM
0.03%
COM NEW
WRE
0.03%
SH BEN INT
ZIXI
0.03%
COM
AOA
0.03%
AGGRES ALLOC ETF
DHR
0.03%
COM
VCSH
0.03%
SHRT TRM CORP BD
TMO
0.03%
COM
AZN
0.03%
SPONSORED ADR
MON
0.03%
COM
ABB
0.03%
SPONSORED ADR
CIU
0.03%
INTERM CR BD ETF
FEZ
0.03%
EURO STOXX 50
MO
0.02%
COM
TTEK
0.02%
COM
SO
0.02%
COM
UBSI
0.02%
COM
CWI
0.02%
MSCI ACWI EXUS
MS
0.02%
COM NEW
NEE
0.02%
COM
AMT
0.02%
COM
DPS
0.02%
COM
FOXA
0.02%
CL A
MTB
0.02%
COM
GEM
0.02%
ACTIVEBETA EME
PJT
0.02%
COM CL A
XYL
0.02%
COM
YUM
0.02%
COM
WBA
0.02%
COM
MLCO
0.02%
ADR
SBUX
0.02%
COM
AEP
0.02%
COM
IWB
0.02%
RUS 1000 ETF
APO
0.02%
CL A SHS
JKD
0.02%
MRNGSTR LG-CP ET
ENB
0.02%
COM
FB
0.02%
CL A
CVS
0.02%
COM
VGK
0.02%
FTSE EUROPE ETF
GIS
0.02%
COM
VEU
0.02%
ALLWRLD EX US
BX
0.02%
COM UNIT LTD
FEM
0.02%
EMERG MKT ALPH
FEP
0.02%
EUROPE ALPHA
NVS
0.02%
SPONSORED ADR
QQQ
0.02%
UNIT SER 1
TM
0.02%
SP ADR REP2COM
FDX
0.02%
COM
TEL
0.02%
REG SHS
GM
0.02%
COM
TRV
0.02%
COM
NVO
0.02%
ADR
BKLN
0.02%
SENIOR LN PORT
ATH
0.02%
CL A
VTR
0.02%
COM
ISL
0.02%
COM
SHW
0.02%
COM
PRU
0.02%
COM
FMI
0.02%
COM
VXUS
0.02%
VG TL INTL STK F
VOD
0.02%
SPNSR ADR NO PAR
EOG
0.02%
COM
BSV
0.01%
SHORT TRM BOND
BNS
0.01%
COM
DUK
0.01%
COM NEW
URI
0.01%
COM
SPR
0.01%
COM CL A
VTIP
0.01%
STRM INFPROIDX
IJT
0.01%
SP SMCP600GR ETF
NSC
0.01%
COM
HBI
0.01%
COM
WYNN
0.01%
COM
FNV
0.01%
COM
LVS
0.01%
COM
ALL
0.01%
COM
EXEL
0.01%
COM
KMB
0.01%
COM
IYW
0.01%
U.S. TECH ETF
ISRG
0.01%
COM NEW
TEF
0.01%
SPONSORED ADR
ETE
0.01%
COM UT LTD PTN
BIIB
0.01%
COM
FTV
0.01%
COM
FXH
0.01%
HLTH CARE ALPH
MDLZ
0.01%
CL A
UDR
0.01%
PRN
BAX
0.01%
COM
FXG
0.01%
CONSUMR STAPLE
COF
0.01%
COM
RSP
0.01%
GUG S&P500 EQ WT
CE
0.01%
COM SER A
FXU
0.01%
UTILITIES ALPH
YUMC
0.01%
COM
C
0.01%
COM NEW
GXP
0.01%
COM
INTU
0.01%
COM
HSIC
0.01%
COM
CBOE
0.01%
COM
CB
0.01%
COM
SPLV
0.01%
S&P500 LOW VOL
APD
0.01%
COM
TIF
0.01%
COM
TXN
0.01%
COM
ABM
0.01%
COM
UA/C
0.01%
CL C
TGT
0.01%
COM
MAT
0.01%
COM
BLE
0.01%
COM
WY
0.01%
COM
VSS
0.01%
FTSE SMCAP ETF
NMY
0.01%
COM
CAH
0.01%
COM
LQD
0.01%
IBOXX INV CP ETF
IP
0.01%
COM
LEN
0.01%
CL A
TROW
0.01%
COM
HPQ
0.01%
COM
FPA
0.01%
ASIA EX JAPAN
VHT
0.01%
HEALTH CAR ETF
CCI
0.01%
COM
TREX
0.01%
COM
MET
0.01%
COM
PSX
0.01%
COM
IPXL
0.01%
COM
LOW
< 0.01%
COM
HPE
< 0.01%
COM
IBB
< 0.01%
NASDQ BIOTEC ETF
IWO
< 0.01%
RUS 2000 GRW ETF
IWM
< 0.01%
RUSSELL 2000 ETF
IWN
< 0.01%
RUS 2000 VAL ETF
FRA
< 0.01%
COM
CLB
< 0.01%
COM
SLF
< 0.01%
COM
WM
< 0.01%
COM
ITW
< 0.01%
COM
FCAN
< 0.01%
CANADA ALPHA
MIC
< 0.01%
MEMBERSHIP INT
UL
< 0.01%
SPON ADR NEW
CABO
< 0.01%
COM
GHC
< 0.01%
COM
OMED
< 0.01%
COM
DVMT
< 0.01%
COM CL V
QCOM
< 0.01%
COM
RFI
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
VOE
< 0.01%
MCAP VL IDXVIP
LINTA
< 0.01%
INT COM SER A
M
< 0.01%
COM
IMGN
< 0.01%
COM
MGM
< 0.01%
COM
A
< 0.01%
COM
CG
< 0.01%
COM UTS LTD PTN
TPR
< 0.01%
COM
NWSA
< 0.01%
CL A
FIS
< 0.01%
COM
JWN
< 0.01%
COM
SCHM
< 0.01%
US MID-CAP ETF
DXC
< 0.01%
COM
ADNT
< 0.01%
ORD SHS
GLD
< 0.01%
GOLD SHS
VBLT
< 0.01%
COM
JCI
< 0.01%
SHS
SCHW
< 0.01%
COM
IVZ
< 0.01%
SHS
SIVR
< 0.01%
SILVER SHS
NTG
< 0.01%
COM
AET
< 0.01%
COM
SCHD
< 0.01%
US DIVIDEND EQ
SBRA
< 0.01%
PRN
IVV
< 0.01%
CORE S&P500 ETF
RAD
< 0.01%
COM
ICLR
< 0.01%
SHS
AGN
< 0.01%
SHS
KEY
< 0.01%
COM
SKM
< 0.01%
SPONSORED ADR
KEYS
< 0.01%
COM
ALT
< 0.01%
COM
EBAY
< 0.01%
COM
KHC
< 0.01%
COM
ABX
< 0.01%
COM
WPG
< 0.01%
COM
BYM
< 0.01%
COM
BZM
< 0.01%
COM
NTES
< 0.01%
SPONSORED ADR
TRK
< 0.01%
COM
CMG
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
LBTYK
< 0.01%
SHS CL C
MFC
< 0.01%
COM
PNR
< 0.01%
SHS
ERJ
< 0.01%
SP ADR REP 4 COM
AER
< 0.01%
SHS
APTV
< 0.01%
SHS
KIM
< 0.01%
COM
AVGO
< 0.01%
SHS
MDRX
< 0.01%
COM
CC
< 0.01%
COM
CATO
< 0.01%
CL A
NRG
< 0.01%
COM NEW
MFGP
< 0.01%
SPON ADR NEW
GLIBA
< 0.01%
COM CLASS A
BBU
< 0.01%
PRN
BHF
< 0.01%
COM
DISCK
< 0.01%
COM SER C
LBRDK
< 0.01%
COM SER C
LEXEA
< 0.01%
COM
LSXMA
< 0.01%
COM A SIRIUSXM
LSXMK
< 0.01%
COM C SIRIUSXM
FTR
< 0.01%
COM NEW
MNK
< 0.01%
SHS
CHUBA
< 0.01%
COM SER A
CHUBK
< 0.01%
COM SER C
SLYG
< 0.01%
S&P 600 SMCP GRW
DISCA
< 0.01%
COM SER A
LBRDA
< 0.01%
COM SER A
PNBK
< 0.01%
COM NEW
LEN/B
< 0.01%
CL B
NAV
< 0.01%
COM
WIN
< 0.01%
COM NEW
BATRK
< 0.01%
COM C BRAVES GRP
LTRPA
< 0.01%
COM SER A
BKI
< 0.01%
COM
LGF/B
< 0.01%
CL B NON VTG
UNIT
< 0.01%
COM
CRC
< 0.01%
COM NEW
CNNE
< 0.01%
COM
ASIX
< 0.01%
COM
FNF
< 0.01%
COM
USMV
0.05%
USA MIN VOL ETF
PCLN
0.05%
COM NEW
MDT
0.01%
SHS
BK
0.01%
COM
AXTA
< 0.01%
COM
RQI
< 0.01%
COM
CFG
< 0.01%
COM
TECK
< 0.01%
CL B
HTHT
< 0.01%
SPONSORED ADR
COST
< 0.01%
COM
EQT
< 0.01%
COM
NXPI
< 0.01%
COM
CRH
< 0.01%
ADR
BIVV
< 0.01%
COM
LVNTA
< 0.01%
LBT VEN COM A NE
TIME
< 0.01%
COM
ZMH
< 0.01%
COM
LILAK
< 0.01%
LILAC SHS CL C
TDC
< 0.01%
COM
NOK
< 0.01%
SPONSORED ADR
NCR
< 0.01%
COM
AIG/WS
< 0.01%
*W EXP 01/19/202