Burt Wealth Advisors Last Quarter Change: USA Stocks, Added

Burt Wealth Advisors quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Burt Wealth Advisors opened 2 positions, added to 6, reduced 15, sold out of 4 and left 34 unchanged. The largest increase in value was BRKB (+$2,568,499); the largest decrease was GLDM (-$35,256,181).

AMZN: Country of operation United States; Class COM; Shares 2025-06-30 12,077; Shares 2025-09-30 17,219.
IBM: Country of operation United States; Class COM; Shares 2025-06-30 5,688; Shares 2025-09-30 5,691.
NVDA: Country of operation United States; Class COM; Shares 2025-06-30 1,563; Shares 2025-09-30 1,617.
WMT: Country of operation United States; Class COM; Shares 2025-06-30 10,051; Shares 2025-09-30 10,053.

Two Form 13F-HR filings compared (SEC CIK 1612041): 2025-06-30 (filed 2025-07-09) and 2025-09-30 (filed 2025-11-05). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2025-06-30	Shares 2025-09-30	Share change	Value 2025-06-30	Value 2025-09-30	Value change
AMZN AMAZON COM INC	United States	COM	12,077	17,219	+5,142	$2,649,573	$3,780,776	+$1,131,203
IBM INTERNATIONAL BUSINESS MACHS	United States	COM	5,688	5,691	+3	$1,676,827	$1,605,757	-$71,070
NVDA NVIDIA CORPORATION	United States	COM	1,563	1,617	+54	$246,940	$301,702	+$54,762
WMT WALMART INC	United States	COM	10,051	10,053	+2	$982,782	$1,036,040	+$53,258
CVX CHEVRON CORP NEW	United States	COM	1,701	1,848	+147	$243,566	$286,976	+$43,410
PFE PFIZER INC	United States	COM	12,909	12,927	+18	$312,906	$329,381	+$16,475

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