Burt Wealth Advisors quarter change: USA Stocks, Reduced
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).
- AAPL: Country of operation United States; Class COM; Shares 2025-06-30 27,705; Shares 2025-09-30 27,257.
- WST: Country of operation United States; Class COM; Shares 2025-06-30 19,063; Shares 2025-09-30 18,109.
- UNH: Country of operation United States; Class COM; Shares 2025-06-30 15,496; Shares 2025-09-30 15,141.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-06-30 5,307; Shares 2025-09-30 4,997.
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 |
|---|
AAPL
APPLE INC | United States | COM | 27,705 | 27,257 | -448 | $5,684,288 | $6,940,525 | +$1,256,237 |
|---|
WST
WEST PHARMACEUTICAL SVSC INC | United States | COM | 19,063 | 18,109 | -954 | $4,170,984 | $4,750,534 | +$579,550 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 15,496 | 15,141 | -355 | $4,834,168 | $5,228,108 | +$393,940 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 5,307 | 4,997 | -310 | $935,253 | $1,214,771 | +$279,518 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 6,399 | 6,109 | -290 | $872,312 | $1,114,404 | +$242,092 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 11,363 | 11,323 | -40 | $5,652,085 | $5,864,771 | +$212,686 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 4,871 | 4,676 | -195 | $1,253,873 | $1,406,551 | +$152,678 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 5,551 | 5,487 | -64 | $1,609,290 | $1,730,764 | +$121,474 |
|---|
LLY
ELI LILLY & CO | United States | COM | 2,356 | 2,255 | -101 | $1,836,573 | $1,720,565 | -$116,008 |
|---|
ABBV
ABBVIE INC | United States | COM | 1,868 | 1,848 | -20 | $346,675 | $427,859 | +$81,184 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 9,672 | 8,947 | -725 | $1,042,642 | $1,008,774 | -$33,868 |
|---|
ABT
ABBOTT LABS | United States | COM | 2,037 | 1,937 | -100 | $277,052 | $259,442 | -$17,610 |
|---|
MRK
MERCK & CO INC | United States | COM | 3,543 | 3,539 | -4 | $280,464 | $297,028 | +$16,564 |
|---|
CSCO
CISCO SYS INC | United States | COM | 5,713 | 5,641 | -72 | $396,368 | $385,957 | -$10,411 |
|---|
AMGN
AMGEN INC | United States | COM | 2,850 | 2,838 | -12 | $795,749 | $800,884 | +$5,135 |
|---|
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