0001612041-15-000003.txt : 20150501 0001612041-15-000003.hdr.sgml : 20150501 20150501132538 ACCESSION NUMBER: 0001612041-15-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150501 DATE AS OF CHANGE: 20150501 EFFECTIVENESS DATE: 20150501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Burt Wealth Advisors CENTRAL INDEX KEY: 0001612041 IRS NUMBER: 520957343 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16356 FILM NUMBER: 15823321 BUSINESS ADDRESS: STREET 1: 6010 EXECUTIVE BLVD STREET 2: SUITE 900 CITY: ROCKVILLE STATE: MD ZIP: 20852 BUSINESS PHONE: 3017709880 MAIL ADDRESS: STREET 1: 6010 EXECUTIVE BLVD STREET 2: SUITE 900 CITY: ROCKVILLE STATE: MD ZIP: 20852 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001612041 XXXXXXXX 03-31-2015 03-31-2015 Burt Wealth Advisors

6010 EXECUTIVE BLVD SUITE 900 ROCKVILLE MD 20852

13F HOLDINGS REPORT 028-16356 N Fred Cornelius 301-770-9880 Fred Cornelius Rockville MD 05-01-2015 0 371 97732 false INFORMATION TABLE 2 burt13f1q2015.xml 1/100 BERKSHIRE HTWY CLA COM 084990175 217500 100 SH SOLE 100 0 0 21ST CENT FOX CL A COM 90130A101 48774 1270 SH SOLE 1270 0 0 3M COMPANY COM 88579Y101 712419 4319 SH SOLE 4319 0 0 A T & T INC NEW COM 00206R102 121752 3729 SH SOLE 3729 0 0 ABBOTT LABORATORIES COM 2824100 36184 781 SH SOLE 781 0 0 ABBVIE INC COM 00287Y109 41329 706 SH SOLE 706 0 0 ACCENTURE PLC CL A F COM G1151C101 103331 1157 SH SOLE 1157 0 0 ACTAVIS PLC F COM G0083B108 5952 20 SH SOLE 20 0 0 ADT CORP COM 00101J106 2491 60 SH SOLE 60 0 0 ADVISORSHARES TRUST ETF UIE 00768Y727 83980 1700 SH SOLE 1700 0 0 AIR PROD & CHEMICALS INC COM 9158106 15279 101 SH SOLE 101 0 0 ALCATEL LUCENT ADR F ADR 13904305 11 3 SH SOLE 3 0 0 ALIBABA GROUP HLDG ADR F ADR 01609W102 18812 226 SH SOLE 226 0 0 ALLSCRIPTS HEALTHCARE COM 01988P108 1196 100 SH SOLE 100 0 0 ALLSTATE CORPORATION COM 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1100 0 0 TYCO INTL PLC NEW F COM G91442106 5189 121 SH SOLE 121 0 0 U G I CORPORATION NEW COM 902681105 117324 3600 SH SOLE 3600 0 0 U S BANCORP DEL NEW COM 902973304 587405 13451 SH SOLE 13451 0 0 UDR INC COM 902653104 19329 568 SH SOLE 568 0 0 UNDER ARMOUR INC CL A COM 904311107 41990 520 SH SOLE 520 0 0 UNILEVER PLC ADR NEW F ADR 904767704 22523 540 SH SOLE 540 0 0 UNION PACIFIC CORP COM 907818108 595705 5500 SH SOLE 5500 0 0 UNITED PARCEL SERVICE B COM 911312106 11633 120 SH SOLE 120 0 0 UNITED TECHNOLOGIES CORP COM 913017109 139351 1189 SH SOLE 1189 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2656439 22457 SH SOLE 22457 0 0 USCF TR ETF UIE 90290T106 12936 800 SH SOLE 800 0 0 VANGUARD BOND INDEX FUND UIE 921937827 1449 18 SH SOLE 18 0 0 VANGUARD TOTAL INTL BD UIE 92203J407 188233 3480 SH SOLE 3480 0 0 VANGUARD CORP BOND ETF UIE 92206C409 55345 690 SH SOLE 690 0 0 VANGUARD DIV APPRCIATION UIE 921908844 8610 107 SH SOLE 107 0 0 VANGUARD FTSE EMERGING UIE 922042858 9912549 242539 SH SOLE 242539 0 0 VANGUARD FTSE EUROPE UIE 922042874 49232 908 SH SOLE 908 0 0 VANGUARD MID CAP UIE 922908629 664 5 SH SOLE 5 0 0 VANGUARD S&P 500 ETF NEW UIE 922908363 189200 1000 SH SOLE 1000 0 0 VANGUARD SH-TERM ETF UIE 922020805 27138 560 SH SOLE 560 0 0 VANGUARD TOTAL INTL ETF UIE 921909768 54309 1079 SH SOLE 1079 0 0 VANGUARD WHITEHALL FUNDS UIE 921946406 68710 1006 SH SOLE 1006 0 0 VENTAS INC COM 92276F100 45293 629 SH SOLE 629 0 0 VERIZON COMMUNICATIONS COM 92343V104 270286 5558 SH SOLE 5558 0 0 VIRTUS OIL & GAS CORP COM 92834V100 474 1000 SH SOLE 1000 0 0 VMWARE INC CL A COM 928563402 2624 32 SH SOLE 32 0 0 VODAFONE GROUP NEW ADR F ADR 92857W308 34673 1061 SH SOLE 1061 0 0 WALGREENS BOOTS ALLIANC COM 931427108 8468 100 SH SOLE 100 0 0 WAL-MART STORES INC COM 931142103 164681 2002 SH SOLE 2002 0 0 WASH REAL EST INV TR SBI COM 939653101 55951 2025 SH SOLE 2025 0 0 WELLS FARGO & CO NEW COM 949746101 24608 4570 SH SOLE 4570 0 0 WEYERHAEUSER CO COM 962166104 8951 270 SH SOLE 270 0 0 WGL HOLDINGS INC COM 92924F106 381848 6750 SH SOLE 6750 0 0 WHOLE FOODS MARKET INC COM 966837106 22142 425 SH SOLE 425 0 0 WILLIAMS COMPANIES COM 969457100 5665 128 SH SOLE 128 0 0 WINDSTREAM HLDGS INC COM 97382A101 1598 216 SH SOLE 216 0 0 WISDOMTREE DIVIDEND UIE 97717W406 85312 1124 SH SOLE 1124 0 0 WP GLIMCHER INC COM 92939N102 4490 270 SH SOLE 270 0 0 YUM BRANDS INC COM 988498101 31488 400 SH SOLE 400 0 0 ZIMMER HOLDINGS INC COM 98956P102 5406 46 SH SOLE 46 0 0 ZIX CORPORATION COM 98974P100 50697 12900 SH SOLE 12900 0 0