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  Name: Burt Wealth Advisors
  City: ROCKVILLE
  State: MD
  Zip: 20852
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $394,361,000
  Total Value Change : $44,035,000
  Securities Held Change : 12
   
All Securities Held : 119
  New Positions : 14
  Closed Positions : 2
  Increased Positions : 60
  Unchanged Positions : 26
  Decreased Positions : 19

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (NOW)1 Year Chart         NOW Servicenow, Inc. 37 New $758.01 $1,113,000 1,460 0.28% 1,113,000 1,460 0.001    Information Technolog...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 54 New $81.36 $617,000 7,728 0.16% 617,000 7,728 0.001    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 73 New $451.98 $446,000 1,004 0.11% 446,000 1,004 0    Closed - End Fund - Debt
   (ETN)1 Year Chart         ETN Eaton Corp 91 New $330.18 $293,000 936 0.07% 293,000 936 0    Diversified Machinery
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 92 New $92.54 $290,000 3,371 0.07% 290,000 3,371 0.001    Electric Utilities
   (ALL)1 Year Chart         ALL Allstate Corp 100 New $169.08 $274,000 1,581 0.07% 274,000 1,581 0.001    Property & Casualty I...
   (CAT)1 Year Chart         CAT Caterpillar Inc 111 New $350.72 $229,000 624 0.06% 229,000 624 0    Farm & Construction M...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 112 New $225.36 $222,000 972 0.06% 222,000 972 0.001    Closed - End Fund - E...
   (RTX)1 Year Chart         RTX RTX Corp 113 New $101.02 $220,000 2,253 0.06% 220,000 2,253 0    Conglomerates
   (DFS)1 Year Chart         DFS Discover Financial Services 114 New $124.27 $219,000 1,673 0.06% 219,000 1,673 0.001    Credit Services
   (MDYG)1 Year Chart         MDYG streetTRACKS Series Trust -... 115 New $86.14 $215,000 2,460 0.05% 215,000 2,460 0.008    Closed - End Fund - E...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 116 New $39.58 $207,000 5,293 0.05% 207,000 5,293 0.001    Closed - End Fund - Debt
   (OGE)1 Year Chart         OGE OGE Energy Corp 117 New $36.83 $206,000 6,009 0.05% 206,000 6,009 0.003    Electric Utilities
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 118 New $249.65 $204,000 800 0.05% 204,000 800 0    Railroads
      14 Records Found
  1    
Page 1 of 1
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