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Institutional Investment Manager
Burt Wealth Advisors
Burt Wealth Advisors (CIK: 0001612041) incorporated in Maryland, located at 6116 Executive Blvd, North Bethesda, MD. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001612041-16-000013) filed in 2016.07.22
#
Name
Shares
Value ($)
%
Options
Notes
51 CATERPILLAR INC 2,999 227 0.25%
52 WELLS FARGO & CO NEW 4,634 219 0.24%
53 1/100 BERKSHIRE HTWY CLA 100 216 0.24%
54 FEDERAL REALTY INVS 1,205 199 0.22%
55 ISHARES TR 1,734 195 0.22%
56 STATE STR CORP 3,600 194 0.22%
57 ISHARES TR 5,621 193 0.21%
58 SCHWAB U.S. LARGE-CAP ETF 3,779 188 0.21%
59 Abbott Labs Common 4,781 187 0.21%
60 PIMCO ETF TR 1,819 184 0.20%
61 PEPSICO INC 1,743 184 0.20%
62 SCHWAB U.S. BROAD MARKET ETF 3,511 176 0.20%
63 INCYTE CORP 2,188 174 0.19%
64 GILEAD SCIENCES INC 2,090 174 0.19%
65 POWERSHARES ACTIVE MNG ETF T 7,390 174 0.19%
66 COMCAST CORP NEW 2,613 170 0.19%
67 AMERICAN EXPRESS CO 2,709 164 0.18%
68 ISHARES TR 2,955 164 0.18%
69 UGI CORP NEW 3,600 162 0.18%
70 MERCK & CO INC 2,749 158 0.18%
71 POWERSHARES ETF TRUST 1,705 154 0.17%
72 WAL-MART STORES INC 2,103 153 0.17%
73 PIEDMONT NAT GAS INC 2,488 149 0.17%
74 ISHARES RUSSELL 3000 ETF 1,200 148 0.16%
75 DIAGEO P L C 1,296 146 0.16%
76 SPDR SSGA GLOBAL ALLOCATION ETF 41,601 138 0.15%
77 VANGUARD WHITEHALL FDS 1,877 134 0.15%
78 ROCHE HLDG AG ORDF 500 131 0.15%
79 ACCENTURE PLC IRELAND 1,157 131 0.15%
80 SPDR SER TR 1,554 130 0.14%
81 SPDR SER TR 1,051 129 0.14%
82 ISHARES GOLD TRUST 10,062 128 0.14%
83 ISHARES TR 1,723 128 0.14%
84 EXPRESS SCRIPTS HLDG CO 1,635 123 0.14%
85 ALPHABET INC 174 122 0.14%
86 SCHLUMBERGER LTD 1,549 122 0.14%
87 TIME WARNER INC 1,648 121 0.13%
88 UNITED TECHNOLOGIES CORP 1,189 121 0.13%
89 BP PLC SPONS 3,362 119 0.13%
90 SIMON PPTY GROUP INC NEW 542 117 0.13%
91 Cole Credit Property Trust IV Inc 11,913 115 0.13%
92 COLGATE PALMOLIVE CO 1,539 112 0.12%
93 ISHARES TR 2,595 111 0.12%
94 SPDR DOW JONES INDL AVRG ETF 600 107 0.12%
95 E M C CORP MASS COM 3,955 107 0.12%
96 ROYAL DUTCH SHELL PLC 1,950 107 0.12%
97 ISHARES TR 922 107 0.12%
98 Bank of New York Mellon Corp 2,744 106 0.12%
99 LOCKHEED MARTIN CORP 410 101 0.11%
100 EAGLE BANCORP INC MD 2,107 101 0.11%
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