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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
101 VANECK ETF TRUST 200 5 0.01%
102 SPDR SERIES TRUST 100 5 0.01%
103 CURRENCYSHARES JAPANESE YEN TRUST 60 5 0.01%
104 ZIMMER BIOMET HLDGS INC 46 5 0.01%
105 SCHWAB U.S. LARGE-CAP VALUE ETF 113 5 0.01%
106 SCHWAB US DIVIDEND EQUITY ETF 138 5 0.01%
107 VANGUARD STAR FDS 130 5 0.01%
108 SCHWAB U.S. REIT ETF 120 5 0.01%
109 SPDR INDEX SHS FDS 145 5 0.01%
110 CABLE ONE INC 10 5 0.01%
111 ROCKWELL COLLINS INC 70 5 0.01%
112 PIMCO ETF TR 55 5 0.01%
113 PIPER JAFFRAY COS 134 5 0.01%
114 ISHARES RUSSELL 2000 GROWTH ETF 49 6 0.01%
115 Endurance Specialty 98 6 0.01%
116 Fannie Mae 3,470 6 0.01%
117 WILLIAMS COS INC DEL 294 6 0.01%
118 FIRST TR EXCH TRD ALPHA FD I 277 6 0.01%
119 HP INC 501 6 0.01%
120 SUNTRUST BKS INC 167 6 0.01%
121 ISHARES RUSSELL 2000 VALUE ETF 72 7 0.01%
122 PRICE T ROWE GROUP INC 107 7 0.01%
123 Foundation Medicine 384 7 0.01%
124 LOWES COS INC 100 7 0.01%
125 VASCULAR BIOGENICS LTD 1,674 7 0.01%
126 COHEN STEERS TOTAL RETURN 545 7 0.01%
127 BLACKROCK FLOATING RATE INCO 560 7 0.01%
128 ZEBRA TECHNOLOGIES CORPORATION CL A 150 7 0.01%
129 ABERDEEN ISRAEL FUND INC COM 450 7 0.01%
130 WEYERHAEUSER CO 270 8 0.01%
131 SOUTHWEST AIRLS CO 225 8 0.01%
132 VANGUARD SPECIALIZED FUNDS 107 8 0.01%
133 CONSTELLATION BRANDS INC 500 8 0.01%
134 Apache Corp 157 8 0.01%
135 CORE LABORATORIES N V 72 8 0.01%
136 CANADIAN NATL RY CO 144 8 0.01%
137 MILLERKNOLL INC 300 8 0.01%
138 SUN CMNTYS INC 107 8 0.01%
139 PHILLIPS 66 105 8 0.01%
140 LL FLOORING HOLDINGS INC COM 550 8 0.01%
141 FIRST TRUST EXCHANGE TRADED ALPHADEX FUND II ASIA PAC EX 315 8 0.01%
142 HASBRO INC 104 8 0.01%
143 MEDTRONIC PLC 112 9 0.01%
144 LENNAR 200 9 0.01%
145 VANGUARD WORLD FD 73 9 0.01%
146 BROADRIDGE FINL SOLUTIONS IN 143 9 0.01%
147 TIFFANY & CO NEW 150 9 0.01%
148 FIRST AMERN FINL CORP 224 9 0.01%
149 HEWLETT PACKARD ENTERPRISE C 501 9 0.01%
150 INTL PAPER CO 229 9 0.01%
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