- New Purchases: NEM, STI, DECK, SASR, CTST, FOXA, CTVA, IWR, EHTH, NVCR, ALC, IAGG, SLY, VIG,
- Added Positions: VTEB, SCHX, FNDX, FM, SCHP, PNC, UBSI, SDY, SCHZ, ACB, IEFA, VGK,
- Reduced Positions: SPY, AXP, VZ, JNJ, ABBV, DVY, KO, T, HD, MRK, CELG, DD, XOM, FDX, MAR, DIS, HYS, BAC, AMT, TRV, PG, IWD, QAI, SCHF, VCSH, OXY, MCK, CSX, SJM, CVX, C, CB, ABT, SPLV, COF, FTR, REZI, GE, WFC, AGN, WAB, TXN, TROW, PEP,
- Sold Out: VBR, KEYW, GG, BX, SO, AEF, HSIC, CGC, TAP, SMG, DELL, BABA, ADNT, NWSA, CG, TMQ, AVGO, CVET, EDU, QRTEA, L, EBAY, DGX, VHC, KEY, JCI, ECA, TPR, BK, AMAT, APA,
For the details of Burt Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/burt+wealth+advisors/current-portfolio/portfolioportfolio
These are the top 5 holdings of Burt Wealth Advisors- SPDR S&P 500 ETF Trust (SPY) - 69,429 shares, 13.05% of the total portfolio. Shares reduced by 1.48%
- iShares Edge MSCI USA Momentum Factor ETF (MTUM) - 168,392 shares, 12.82% of the total portfolio. Shares reduced by 0.95%
- Vanguard FTSE Emerging Markets ETF (VWO) - 418,926 shares, 11.43% of the total portfolio. Shares added by 0.42%
- Schwab U.S. TIPs ETF (SCHP) - 245,540 shares, 8.87% of the total portfolio. Shares added by 1.15%
- iShares MSCI Frontier 100 ETF (FM) - 407,473 shares, 7.74% of the total portfolio. Shares added by 1.46%
Burt Wealth Advisors initiated holding in Newmont Goldcorp Corp. The purchase prices were between $29.93 and $38.47, with an estimated average price of $33.76. The stock is now traded at around $37.42. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,662 shares as of .
New Purchase: SunTrust Banks Inc (STI)Burt Wealth Advisors initiated holding in SunTrust Banks Inc. The purchase prices were between $60.01 and $65.84, with an estimated average price of $62.84. The stock is now traded at around $61.00. The impact to a portfolio due to this purchase was 0.03%. The holding were 685 shares as of .
New Purchase: CannTrust Holdings Inc (CTST)Burt Wealth Advisors initiated holding in CannTrust Holdings Inc. The purchase prices were between $4.93 and $8.01, with an estimated average price of $6.13. The stock is now traded at around $2.18. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,333 shares as of .
New Purchase: Sandy Spring Bancorp Inc (SASR)Burt Wealth Advisors initiated holding in Sandy Spring Bancorp Inc. The purchase prices were between $31.91 and $35.67, with an estimated average price of $33.63. The stock is now traded at around $34.56. The impact to a portfolio due to this purchase was 0.01%. The holding were 597 shares as of .
New Purchase: Fox Corp (FOXA)Burt Wealth Advisors initiated holding in Fox Corp. The purchase prices were between $34.01 and $39.4, with an estimated average price of $36.78. The stock is now traded at around $36.05. The impact to a portfolio due to this purchase was 0.01%. The holding were 423 shares as of .
New Purchase: Corteva Inc (CTVA)Burt Wealth Advisors initiated holding in Corteva Inc. The purchase prices were between $24.81 and $29.57, with an estimated average price of $27.28. The stock is now traded at around $29.90. The impact to a portfolio due to this purchase was 0.01%. The holding were 571 shares as of .
Added: Vanguard Tax-Exempt Bond ETF (VTEB)Burt Wealth Advisors added to a holding in Vanguard Tax-Exempt Bond ETF by 200.47%. The purchase prices were between $51.93 and $53.07, with an estimated average price of $52.52. The stock is now traded at around $53.63. The impact to a portfolio due to this purchase was 0.44%. The holding were 19,230 shares as of .
Added: PNC Financial Services Group Inc (PNC)Burt Wealth Advisors added to a holding in PNC Financial Services Group Inc by 97.33%. The purchase prices were between $126.76 and $137.28, with an estimated average price of $132.2. The stock is now traded at around $132.91. The impact to a portfolio due to this purchase was 0.04%. The holding were 961 shares as of .
Added: United Bankshares Inc (UBSI)Burt Wealth Advisors added to a holding in United Bankshares Inc by 290.40%. The purchase prices were between $35.78 and $39.71, with an estimated average price of $37.56. The stock is now traded at around $35.27. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,952 shares as of .
Added: Aurora Cannabis Inc (ACB)Burt Wealth Advisors added to a holding in Aurora Cannabis Inc by 27.65%. The purchase prices were between $7.16 and $9.23, with an estimated average price of $8.38. The stock is now traded at around $6.19. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 4,340 shares as of .
Sold Out: KEYW Holding Corp (KEYW)Burt Wealth Advisors sold out a holding in KEYW Holding Corp. The sale prices were between $7.85 and $11.44, with an estimated average price of $10.39.
Sold Out: Vanguard Small-Cap Value ETF (VBR)Burt Wealth Advisors sold out a holding in Vanguard Small-Cap Value ETF. The sale prices were between $122.88 and $134.7, with an estimated average price of $130.02.
Sold Out: Goldcorp Inc (GG)Burt Wealth Advisors sold out a holding in Goldcorp Inc. The sale prices were between $11.19 and $11.76, with an estimated average price of $11.55.
Sold Out: Blackstone Group Inc (BX)Burt Wealth Advisors sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.
Sold Out: Aberdeen Emerging Markets Equity Income Inc (AEF)Burt Wealth Advisors sold out a holding in Aberdeen Emerging Markets Equity Income Inc. The sale prices were between $6.91 and $7.62, with an estimated average price of $7.29.
Sold Out: Southern Co (SO)Burt Wealth Advisors sold out a holding in Southern Co. The sale prices were between $51.2 and $56.28, with an estimated average price of $53.53.
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