Burt Wealth Advisors historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 14 quarters from 2014-12-31 to 2025-09-30, Burt Wealth Advisors opened 98 positions, added to 285, reduced 239 and sold out of 80.
- Q3 2025: Stock IJR; Country of operation —; Class CORE S&P SCP ETF; Shares before 0.
- Q3 2025: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 0.
- Q3 2025: Stock MOAT; Country of operation —; Class MRNGSTR WDE MOAT; Shares before 0.
- Q2 2025: Stock HYMB; Country of operation —; Class NUVEEN ICE HIGH; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1612041), 14 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-26); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-22); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-21); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-03); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-08-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | IJR
ISHARES TR | | CORE S&P SCP ETF | 0 | 1,778 | +1,778 | $0 | $211,280 | +$211,280 | 2025-11-05 |
|---|
| Q3 2025 | IVV
ISHARES TR | | CORE S&P500 ETF | 0 | 315 | +315 | $0 | $210,830 | +$210,830 | 2025-11-05 |
|---|
| Q3 2025 | MOAT
VANECK ETF TRUST | | MRNGSTR WDE MOAT | 0 | 2,023 | +2,023 | $0 | $200,500 | +$200,500 | 2025-11-05 |
|---|
| Q2 2025 | HYMB
SPDR SERIES TRUST | | NUVEEN ICE HIGH | 0 | 41,583 | +41,583 | $0 | $1,030,427 | +$1,030,427 | 2025-07-09 |
|---|
| Q2 2025 | ICSH
ISHARES TR | | ULTRA SHORT DUR | 0 | 18,358 | +18,358 | $0 | $930,934 | +$930,934 | 2025-07-09 |
|---|
| Q2 2025 | SHM
SPDR SERIES TRUST | | NUVEEN ICE SHORT | 0 | 13,000 | +13,000 | $0 | $621,790 | +$621,790 | 2025-07-09 |
|---|
| Q2 2025 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 0 | 9,824 | +9,824 | $0 | $217,120 | +$217,120 | 2025-07-09 |
|---|
| Q1 2025 | AOR
ISHARES TR | | CORE 60/40 BALAN | 0 | 64,451 | +64,451 | $0 | $3,710,444 | +$3,710,444 | 2025-04-22 |
|---|
| Q1 2025 | PRF
INVESCO EXCHANGE TRADED FD T | | RAFI US 1000 ETF | 0 | 31,805 | +31,805 | $0 | $1,285,240 | +$1,285,240 | 2025-04-22 |
|---|
| Q1 2025 | IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 0 | 5,811 | +5,811 | $0 | $272,013 | +$272,013 | 2025-04-22 |
|---|
| Q3 2024 | MMIT
NEW YORK LIFE INVTS ACTIVE E | | NYLI MACKAY MUN | 0 | 32,780 | +32,780 | $0 | $806,388 | +$806,388 | 2024-11-01 |
|---|
| Q3 2024 | DBMF
LITMAN GREGORY FDS TR | | IMGP DBI MANAGED | 0 | 25,601 | +25,601 | $0 | $720,156 | +$720,156 | 2024-11-01 |
|---|
| Q3 2024 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 0 | 881 | +881 | $0 | $208,982 | +$208,982 | 2024-11-01 |
|---|
| Q3 2024 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 0 | 4,891 | +4,891 | $0 | $201,117 | +$201,117 | 2024-11-01 |
|---|
| Q2 2024 | FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 0 | 208,611 | +208,611 | $0 | $13,972,797 | +$13,972,797 | 2024-07-16 |
|---|
| Q2 2024 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 0 | 4,375 | +4,375 | $0 | $216,213 | +$216,213 | 2024-07-16 |
|---|
| Q2 2024 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 0 | 575 | +575 | $0 | $209,593 | +$209,593 | 2024-07-16 |
|---|
| Q1 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 0 | 7,728 | +7,728 | $0 | $617,158 | +$617,158 | 2024-04-18 |
|---|
| Q1 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 0 | 1,004 | +1,004 | $0 | $445,675 | +$445,675 | 2024-04-18 |
|---|
| Q1 2024 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 0 | 972 | +972 | $0 | $222,189 | +$222,189 | 2024-04-18 |
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| Q1 2024 | MDYG
SPDR SER TR | | S&P 400 MDCP GRW | 0 | 2,460 | +2,460 | $0 | $214,751 | +$214,751 | 2024-04-18 |
|---|
| Q1 2024 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 0 | 5,293 | +5,293 | $0 | $206,517 | +$206,517 | 2024-04-18 |
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| Q3 2016 | EFAV
ISHARES EDGE MSCI MIN | | UIE | 0 | 367,523 | +367,523 | $0 | $2,484,000 | +$2,484,000 | 2016-10-26 |
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| Q3 2016 | VTEB
VANGUARD MUNI BND TAX | | UIE | 0 | 1,370 | +1,370 | $0 | $71,000 | +$71,000 | 2016-10-26 |
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| Q3 2016 | VBR
VANGUARD SMALL CAP VALUE | | UIE | 0 | 490 | +490 | $0 | $54,000 | +$54,000 | 2016-10-26 |
|---|
| Q3 2016 | SLYV
SPDR S&P 600 SMALL CAP | | UIE | 0 | 125 | +125 | $0 | $13,000 | +$13,000 | 2016-10-26 |
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| Q3 2016 | DES
WISDOM TREE SMALLCAP | | UIE | 0 | 175 | +175 | $0 | $13,000 | +$13,000 | 2016-10-26 |
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| Q3 2016 | SPDR BARCLAYS HIGH YIELD
CUSIP 78464A417 | | UIE | 0 | 250 | +250 | $0 | $9,000 | +$9,000 | 2016-10-26 |
|---|
| Q3 2016 | VTI
VANGUARD TOTAL STOCK | | UIE | 0 | 63 | +63 | $0 | $7,000 | +$7,000 | 2016-10-26 |
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| Q3 2016 | VANECK VECTORS OIL SVCS
CUSIP 92189F718 | | UIE | 0 | 200 | +200 | $0 | $5,000 | +$5,000 | 2016-10-26 |
|---|
| Q2 2016 | EWX
SPDR S&P EMERGING MRKT | | UIE | 0 | 145 | +145 | $0 | $5,000 | +$5,000 | 2016-07-22 |
|---|
| Q2 2016 | GDX
VANECK VECTORS GOLD | | UIE | 0 | 200 | +200 | $0 | $5,000 | +$5,000 | 2016-07-22 |
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| Q1 2016 | EFA
ISHARES MSCI EAFE ETF | | UIE | 0 | 2,947 | +2,947 | $0 | $168,000 | +$168,000 | 2016-05-13 |
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| Q1 2016 | NEAR
ISHARES SHORT MATURITY | | UIE | 0 | 1,600 | +1,600 | $0 | $80,000 | +$80,000 | 2016-05-13 |
|---|
| Q1 2016 | XLK
TECHNOLOGY SELECT SECTOR | | UIE | 0 | 1,200 | +1,200 | $0 | $53,000 | +$53,000 | 2016-05-13 |
|---|
| Q1 2016 | VNQ
VANGUARD REIT ETF IV | | UIE | 0 | 411 | +411 | $0 | $34,000 | +$34,000 | 2016-05-13 |
|---|
| Q1 2016 | KBE
SPDR S&P BANK ETF IV | | UIE | 0 | 1,011 | +1,011 | $0 | $31,000 | +$31,000 | 2016-05-13 |
|---|
| Q1 2016 | FEM
FT EMERGING MARKETS | | UIE | 0 | 1,197 | +1,197 | $0 | $23,000 | +$23,000 | 2016-05-13 |
|---|
| Q1 2016 | MBB
ISHARES MBS ETF | | UIE | 0 | 213 | +213 | $0 | $23,000 | +$23,000 | 2016-05-13 |
|---|
| Q1 2016 | RWO
SPDR DOW JONE GLOBAL | | UIE | 0 | 360 | +360 | $0 | $18,000 | +$18,000 | 2016-05-13 |
|---|
| Q1 2016 | JQC
NUVEEN CREDIT STRATEGIES | | CEM | 0 | 2,058 | +2,058 | $0 | $16,000 | +$16,000 | 2016-05-13 |
|---|
| Q1 2016 | HEDJ
WISDOMTREE EUROPE HEDGED | | UIE | 0 | 272 | +272 | $0 | $14,000 | +$14,000 | 2016-05-13 |
|---|
| Q1 2016 | IIF
MORGAN STANLEY INDIA INV | | CEM | 0 | 500 | +500 | $0 | $13,000 | +$13,000 | 2016-05-13 |
|---|
| Q1 2016 | IEF
ISHARES 7-10 YEAR TRSURY | | UIE | 0 | 103 | +103 | $0 | $11,000 | +$11,000 | 2016-05-13 |
|---|
| Q1 2016 | TNA
DIREXION DAILY SMALL CAP | | UIE | 0 | 150 | +150 | $0 | $9,000 | +$9,000 | 2016-05-13 |
|---|
| Q1 2016 | FPA
FT ASIA PACIFC EX JAPAN | | UIE | 0 | 315 | +315 | $0 | $9,000 | +$9,000 | 2016-05-13 |
|---|
| Q1 2016 | IGLB
ISHARES 10+ YEAR CREDIT | | UIE | 0 | 144 | +144 | $0 | $9,000 | +$9,000 | 2016-05-13 |
|---|
| Q1 2016 | LDP
COHEN & STEERS LTD DUR P | | CEM | 0 | 333 | +333 | $0 | $8,000 | +$8,000 | 2016-05-13 |
|---|
| Q1 2016 | RFI
COHEN STEERS TOTAL RETUR | | CEM | 0 | 545 | +545 | $0 | $7,000 | +$7,000 | 2016-05-13 |
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| Q1 2016 | FRA
BLACKROCK FLOAT RATE INC | | CEM | 0 | 560 | +560 | $0 | $7,000 | +$7,000 | 2016-05-13 |
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| Q1 2016 | KYN
KAYNE ANDERSON MLP INVES | | CEM | 0 | 250 | +250 | $0 | $4,000 | +$4,000 | 2016-05-13 |
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| Q1 2016 | PTY
PIMCO CORPORATE OPPORTUN | | CEM | 0 | 250 | +250 | $0 | $3,000 | +$3,000 | 2016-05-13 |
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| Q1 2016 | PFF
ISHARES U.S. PREFERRED | | UIE | 0 | 84 | +84 | $0 | $3,000 | +$3,000 | 2016-05-13 |
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| Q1 2016 | BWX
SPDR BARCLAYS | | UIE | 0 | 45 | +45 | $0 | $3,000 | +$3,000 | 2016-05-13 |
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| Q1 2016 | IBND
SPDR BARCLAYS | | UIE | 0 | 85 | +85 | $0 | $3,000 | +$3,000 | 2016-05-13 |
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| Q1 2016 | CWB
SPDR BARCLAYS CNV | | UIE | 0 | 72 | +72 | $0 | $3,000 | +$3,000 | 2016-05-13 |
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| Q1 2016 | SPROTT GOLD MINERS ETF
CUSIP 00162Q643 | | UIE | 0 | 135 | +135 | $0 | $3,000 | +$3,000 | 2016-05-13 |
|---|
| Q1 2016 | ETFS GOLD TRUST ETF
CUSIP 26922Y105 | | UIE | 0 | 20 | +20 | $0 | $2,000 | +$2,000 | 2016-05-13 |
|---|
| Q1 2016 | INNOVATOR IBD 50 ETF
CUSIP 4006508 | | UIE | 0 | 50 | +50 | $0 | $1,000 | +$1,000 | 2016-05-13 |
|---|
| Q1 2016 | SPXL
DIREXION DAILY S&P 500 | | UIE | 0 | 0 | 0 | $0 | $0 | $0 | 2016-05-13 |
|---|
| Q4 2015 | AOR
ISHARES CORE GROWTH | | UIE | 0 | 142,868 | +142,868 | $0 | $5,554,000 | +$5,554,000 | 2016-01-29 |
|---|
| Q4 2015 | VB
VANGUARD SMALL CAP ETF | | UIE | 0 | 2,897 | +2,897 | $0 | $320,000 | +$320,000 | 2016-01-29 |
|---|
| Q4 2015 | FNDA
SCHWAB FUNDAMENTAL US | | UIE | 0 | 6,505 | +6,505 | $0 | $181,000 | +$181,000 | 2016-01-29 |
|---|
| Q4 2015 | DBEF
DEUTSCH X TRK MSCI EAFE | | UIE | 0 | 2,935 | +2,935 | $0 | $79,000 | +$79,000 | 2016-01-29 |
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| Q4 2015 | USMV
ISHARES MSCI USA MIN | | UIE | 0 | 1,792 | +1,792 | $0 | $74,000 | +$74,000 | 2016-01-29 |
|---|
| Q4 2015 | VDE
VANGUARD ENERGY ETF | | UIE | 0 | 551 | +551 | $0 | $45,000 | +$45,000 | 2016-01-29 |
|---|
| Q4 2015 | IWD
ISHARES RUSSELL 1000 | | UIE | 0 | 430 | +430 | $0 | $42,000 | +$42,000 | 2016-01-29 |
|---|
| Q4 2015 | IEFA
ISHARES CORE MSCI EAFE | | UIE | 0 | 475 | +475 | $0 | $25,000 | +$25,000 | 2016-01-29 |
|---|
| Q4 2015 | IEMG
ISHARES CORE MSCI | | UIE | 0 | 480 | +480 | $0 | $18,000 | +$18,000 | 2016-01-29 |
|---|
| Q4 2015 | HYG
ISHARES IBOXX HIGH YIELD | | UIE | 0 | 137 | +137 | $0 | $11,000 | +$11,000 | 2016-01-29 |
|---|
| Q4 2015 | GVI
ISHARES INT GOV CREDIT | | UIE | 0 | 90 | +90 | $0 | $9,000 | +$9,000 | 2016-01-29 |
|---|
| Q4 2015 | NML
NEUBERGER BERMAN MLP INC | | CEM | 0 | 850 | +850 | $0 | $6,000 | +$6,000 | 2016-01-29 |
|---|
| Q4 2015 | IWN
ISHARES RUSSELL 2000 | | UIE | 0 | 72 | +72 | $0 | $6,000 | +$6,000 | 2016-01-29 |
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| Q4 2015 | IWO
ISHARES RUSSELL 2000 | | UIE | 0 | 49 | +49 | $0 | $6,000 | +$6,000 | 2016-01-29 |
|---|
| Q4 2015 | INNOVATOR IBD 50 ETF
CUSIP 004006508 | | UIE | 0 | 250 | +250 | $0 | $5,000 | +$5,000 | 2016-01-29 |
|---|
| Q4 2015 | SCHO
SCHWAB SHORT TERM US | | UIE | 0 | 78 | +78 | $0 | $4,000 | +$4,000 | 2016-01-29 |
|---|
| Q4 2015 | VOE
VANGUARD MID CAP VALUE | | UIE | 0 | 45 | +45 | $0 | $3,000 | +$3,000 | 2016-01-29 |
|---|
| Q4 2015 | BND
VANGUARD TOTAL BOND | | UIE | 0 | 30 | +30 | $0 | $2,000 | +$2,000 | 2016-01-29 |
|---|
| Q3 2015 | LDP
COHEN & STEERS LTD DUR P | | COM | 0 | 1,000 | +1,000 | $0 | $22,000 | +$22,000 | 2015-10-21 |
|---|
| Q3 2015 | XT
ISHARES EXPONENTIAL | | UIE | 0 | 394 | +394 | $0 | $9,000 | +$9,000 | 2015-10-21 |
|---|
| Q3 2015 | SCHH
CHARLES SCHWAB US REIT | | UIE | 0 | 247 | +247 | $0 | $9,000 | +$9,000 | 2015-10-21 |
|---|
| Q3 2015 | CORP
PIMCO INVEST GRADE CORP | | UIE | 0 | 51 | +51 | $0 | $5,000 | +$5,000 | 2015-10-21 |
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| Q3 2015 | INNOVATOR IBD 50 ETF
CUSIP 4006508 | | UIE | 0 | 100 | +100 | $0 | $2,000 | +$2,000 | 2015-10-21 |
|---|
| Q2 2015 | IWV
ISHARES RUSSELL 3000 | | UIE | 0 | 1,200 | +1,200 | $0 | $149,000 | +$149,000 | 2015-08-03 |
|---|
| Q2 2015 | IBB
ISHARES NASDAQ | | UIE | 0 | 59 | +59 | $0 | $22,000 | +$22,000 | 2015-08-03 |
|---|
| Q2 2015 | GUNR
FLEXSHARES UPSTREAM | | UIE | 0 | 729 | +729 | $0 | $21,000 | +$21,000 | 2015-08-03 |
|---|
| Q2 2015 | DIREXION DAILY S&P 500
CUSIP 25459Y371 | | UIE | 0 | 1,000 | +1,000 | $0 | $18,000 | +$18,000 | 2015-08-03 |
|---|
| Q2 2015 | TDTT
FLEXSHARES IBOXX 3 YR | | UIE | 0 | 737 | +737 | $0 | $18,000 | +$18,000 | 2015-08-03 |
|---|
| Q2 2015 | BIV
VANGUARD INTERMEDIATE | | UIE | 0 | 150 | +150 | $0 | $13,000 | +$13,000 | 2015-08-03 |
|---|
| Q2 2015 | VHT
VANGUARD HEALTH CARE | | UIE | 0 | 73 | +73 | $0 | $11,000 | +$11,000 | 2015-08-03 |
|---|
| Q2 2015 | TOLZ
PROSHARES DJ BRKFLD GLBL | | UIE | 0 | 220 | +220 | $0 | $9,000 | +$9,000 | 2015-08-03 |
|---|
| Q2 2015 | FRA
BLACKROCK FLOAT RATE OME | | COM | 0 | 560 | +560 | $0 | $7,000 | +$7,000 | 2015-08-03 |
|---|
| Q2 2015 | NFRA
FLEXSHAR STX GLOBAL | | UIE | 0 | 70 | +70 | $0 | $3,000 | +$3,000 | 2015-08-03 |
|---|
| Q1 2015 | SSO
PROSHARES ULTRA S&P 500 | | UIE | 0 | 255 | +255 | $0 | $33,000 | +$33,000 | 2015-08-04 |
|---|
| Q1 2015 | JQC
NUVEEN CREDIT STRAT INCM | | COM | 0 | 3,090 | +3,090 | $0 | $28,000 | +$28,000 | 2015-08-04 |
|---|
| Q1 2015 | PFF
ISHARES U S PFD ETF | | UIE | 0 | 300 | +300 | $0 | $12,000 | +$12,000 | 2015-08-04 |
|---|
| Q1 2015 | PROSHARES TR ETF
CUSIP 74347B813 | | UIE | 0 | 100 | +100 | $0 | $4,000 | +$4,000 | 2015-08-04 |
|---|
| Q1 2015 | MTUM
ISHARES ETF | | UIE | 0 | 70 | +70 | $0 | $4,000 | +$4,000 | 2015-08-04 |
|---|