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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 : 2     View All Holdings Currently Viewing:  Closed 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
   (FVCB)1 Year Chart         FVCB Fvcbankcorp Inc 121 Closed $11.35 $0 0 0% -173,000 -12,206 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 120 Closed $413.12 $0 0 0% -1,921,000 -5,386 0    Property & Casualty I...

      2 Records Found
  1    
Page 1 of 1
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