BURT WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CACI | 81K | $40.26M |
 | AAPL | 27K | $6.94M |
 | WST | 18K | $4.75M |
 | AMZN | 17K | $3.78M |
 | UNH | 15K | $5.23M |
 | EGBN | 14K | $281.97K |
 | PFE | 13K | $329.38K |
 | JNJ | 13K | $2.36M |
 | MSFT | 11K | $5.86M |
 | WMT | 10K | $1.04M |
 | XOM | 9K | $1.01M |
 | PG | 8K | $1.31M |
 | USB | 8K | $390.51K |
 | BAC | 7K | $359.41K |
 | PLTR | 6K | $1.11M |
 | IBM | 6K | $1.61M |
 | CSCO | 6K | $385.96K |
 | JPM | 5K | $1.73M |
 | BRK-B | 5K | $2.57M |
 | WFC | 5K | $427.57K |
CACI International Inc
CACI
Shares Held
81K
Value
$40.26M
Apple Inc.
AAPL
Shares Held
27K
Value
$6.94M
West Pharmaceutical Services, Inc.
WST
Shares Held
18K
Value
$4.75M
Amazon.com, Inc.
AMZN
Shares Held
17K
Value
$3.78M
UnitedHealth Group Incorporated
UNH
Shares Held
15K
Value
$5.23M
Eagle Bancorp, Inc.
EGBN
Shares Held
14K
Value
$281.97K
Pfizer Inc.
PFE
Shares Held
13K
Value
$329.38K
Johnson & Johnson
JNJ
Shares Held
13K
Value
$2.36M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.86M
Walmart Inc.
WMT
Shares Held
10K
Value
$1.04M
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$1.01M
The Procter & Gamble Company
PG
Shares Held
8K
Value
$1.31M
U.S. Bancorp
USB
Shares Held
8K
Value
$390.51K
Bank of America Corporation
BAC
Shares Held
7K
Value
$359.41K
Palantir Technologies Inc.
PLTR
Shares Held
6K
Value
$1.11M
International Business Machines Corporation
IBM
Shares Held
6K
Value
$1.61M
Cisco Systems, Inc.
CSCO
Shares Held
6K
Value
$385.96K
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.73M
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.57M
Wells Fargo & Company
WFC
Shares Held
5K
Value
$427.57K