Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Burt Wealth Advisors > Profile

Instuitional Investor - Burt Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Burt Wealth Advisors
Portfolio Value $393,886,496
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,432,160 $33,197,475 8.42%
2.
Caci International Inc
 CACI 80,722 $32,616,531 8.28%
3.
Vanguard Bond Index Funds
 BND 414,267 $30,958,206 7.85%
4.
World Gold Tr
 549,192 $28,552,492 7.24%
5.
Spdr Series Trust
 808,271 $26,478,954 6.72%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)