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  Name: BURKETT FINANCIAL SERVICES LLC
  City: ROCK HILL
  State: SC
  Zip: 29730
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $193,971,000
  Total Value Change : $14,427,000
  Securities Held Change : 3
   
All Securities Held : 201
  New Positions : 6
  Closed Positions : 3
  Increased Positions : 89
  Unchanged Positions : 74
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     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
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 96 New $0.00 $35,000 610 0.02% 35,000 610 0    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust New $39.97 $24,000 602 0.01% 24,000 602 0.007    N/A
   (CEG)1 Year Chart         CEG Constellation Energy Corp 123 New $215.07 $15,000 80 0.01% 15,000 80 0    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc 121 New $362.75 $15,000 40 0.01% 15,000 40 0    Farm & Construction M...
   (MLM)1 Year Chart         MLM Martin Marietta Materials Inc 124 New $583.10 $14,000 23 0.01% 14,000 23 0    General Building Mate...
   (GSAT)1 Year Chart         GSAT Globalstar, Inc. 191 New $1.20 $0 230 0% 0 230 0    Wireless Communications

      6 Records Found
  1    
Page 1 of 1
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