0001612041-15-000005.txt : 20150803 0001612041-15-000005.hdr.sgml : 20150801 20150731174344 ACCESSION NUMBER: 0001612041-15-000005 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150803 DATE AS OF CHANGE: 20150731 EFFECTIVENESS DATE: 20150803 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-16356 FILM NUMBER: 151020377 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/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001612041 XXXXXXXX 03-31-2015 03-31-2015 true 1 RESTATEMENT 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 07-31-2015 0 371 86444 false INFORMATION TABLE 2 burt13f1q2015amt.xml 1/100 BERKSHIRE HTWY CLA COM 084990175 196 100 SH SOLE 100 0 0 21ST CENT FOX CL A COM 90130A101 44 1270 SH SOLE 1270 0 0 3M COMPANY COM 88579Y101 641 4319 SH SOLE 4319 0 0 A T & T INC NEW COM 00206R102 110 3729 SH SOLE 3729 0 0 ABBOTT LABORATORIES COM 2824100 33 781 SH SOLE 781 0 0 ABBVIE INC COM 00287Y109 37 706 SH SOLE 706 0 0 ACCENTURE PLC CL A F COM G1151C101 93 1157 SH SOLE 1157 0 0 ACTAVIS PLC F COM G0083B108 2 20 SH SOLE 20 0 0 ADT CORP COM 00101J106 2 60 SH SOLE 60 0 0 ADVISORSHARES TRUST ETF UIE 00768Y727 76 1700 SH SOLE 1700 0 0 AIR PROD & CHEMICALS INC COM 9158106 14 101 SH SOLE 101 0 0 ALCATEL LUCENT ADR F ADR 13904305 0 3 SH SOLE 3 0 0 ALIBABA GROUP HLDG ADR F ADR 01609W102 17 226 SH SOLE 226 0 0 ALLSCRIPTS HEALTHCARE COM 01988P108 1 100 SH SOLE 100 0 0 ALLSTATE CORPORATION COM 20002101 15 241 SH SOLE 241 0 0 ALPS 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847788106 2 100 SH SOLE 100 0 0 STARBUCKS CORP COM 855244109 11 125 SH SOLE 125 0 0 STARZ SER A COM 85571Q102 0 13 SH SOLE 13 0 0 STATE STREET CORP COM 857477103 238 3600 SH SOLE 3600 0 0 SYSCO CORPORATION COM 871829107 14 400 SH SOLE 400 0 0 TARGET CORPORATION COM 87612E106 13 176 SH SOLE 176 0 0 TE CONNECTIVITY LTD F COM H84989104 3 326 SH SOLE 326 0 0 TELUS CORP NEW F COM 87971M103 3 100 SH SOLE 100 0 0 TESCO PLC SPONSORED ADRF ADR 881575302 2 160 SH SOLE 160 0 0 TESLA MOTORS INC COM 88160R101 8 50 SH SOLE 50 0 0 TETRALOGIC PHARMA CORP COM 88165U109 10 2625 SH SOLE 2625 0 0 TEVA PHARM INDS LTD ADRF ADR 881624209 63 1120 SH SOLE 1120 0 0 TIFFANY & CO NEW COM 886547108 12 150 SH SOLE 150 0 0 TIME INC COM 887228104 3 146 SH SOLE 146 0 0 TIME WARNER CABLE COM 88732J207 83 618 SH SOLE 618 0 0 TIME WARNER INC NEW COM 887317303 106 1398 SH SOLE 1398 0 0 TORTOISE MLP FUND INC COM 89148B101 40 257 SH SOLE 257 0 0 TRAVELERS COMPANIES INC COM 89417E109 40 412 SH SOLE 412 0 0 TRINA SOLAR LTD ADR F ADR 896288107 12 1100 SH SOLE 1100 0 0 TYCO INTL PLC NEW F COM G91442106 5 121 SH SOLE 121 0 0 U G I CORPORATION NEW COM 902681105 106 3600 SH SOLE 3600 0 0 U S BANCORP DEL NEW COM 902973304 529 13451 SH SOLE 13451 0 0 UDR INC COM 902653104 17 568 SH SOLE 568 0 0 UNDER ARMOUR INC CL A COM 904311107 38 520 SH SOLE 520 0 0 UNILEVER PLC ADR NEW F ADR 904767704 20 540 SH SOLE 540 0 0 UNION PACIFIC CORP COM 907818108 536 5500 SH SOLE 5500 0 0 UNITED PARCEL SERVICE B COM 911312106 125 120 SH SOLE 120 0 0 UNITED TECHNOLOGIES CORP COM 913017109 125 1189 SH SOLE 1189 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2391 22457 SH SOLE 22457 0 0 USCF TR ETF UIE 90290T106 12 800 SH SOLE 800 0 0 VANGUARD BOND INDEX FUND UIE 921937827 1 18 SH SOLE 18 0 0 VANGUARD TOTAL INTL BD UIE 92203J407 169 3480 SH SOLE 3480 0 0 VANGUARD CORP BOND ETF UIE 92206C409 50 690 SH SOLE 690 0 0 VANGUARD DIV APPRCIATION UIE 921908844 8 107 SH SOLE 107 0 0 VANGUARD FTSE EMERGING UIE 922042858 8922 242539 SH SOLE 242539 0 0 VANGUARD FTSE EUROPE UIE 922042874 44 908 SH SOLE 908 0 0 VANGUARD MID CAP UIE 922908629 170 5 SH SOLE 5 0 0 VANGUARD S&P 500 ETF NEW UIE 922908363 170 1000 SH SOLE 1000 0 0 VANGUARD SH-TERM ETF UIE 922020805 24 560 SH SOLE 560 0 0 VANGUARD TOTAL INTL ETF UIE 921909768 49 1079 SH SOLE 1079 0 0 VANGUARD WHITEHALL FUNDS UIE 921946406 62 1006 SH SOLE 1006 0 0 VENTAS INC COM 92276F100 41 629 SH SOLE 629 0 0 VERIZON COMMUNICATIONS COM 92343V104 243 5558 SH SOLE 6908 0 0 VIRTUS OIL & GAS CORP COM 92834V100 0 1000 SH SOLE 1000 0 0 VMWARE INC CL A COM 928563402 2 32 SH SOLE 32 0 0 VODAFONE GROUP NEW ADR F ADR 92857W308 31 1061 SH SOLE 1061 0 0 WALGREENS BOOTS ALLIANC COM 931427108 148 100 SH SOLE 100 0 0 WAL-MART STORES INC COM 931142103 148 2002 SH SOLE 2002 0 0 WASH REAL EST INV TR SBI COM 939653101 50 2025 SH SOLE 2025 0 0 WELLS FARGO & CO NEW COM 949746101 22 4570 SH SOLE 4570 0 0 WEYERHAEUSER CO COM 962166104 8 270 SH SOLE 270 0 0 WGL HOLDINGS INC COM 92924F106 344 6750 SH SOLE 6750 0 0 WHOLE FOODS MARKET INC COM 966837106 20 425 SH SOLE 425 0 0 WILLIAMS COMPANIES COM 969457100 5 128 SH SOLE 128 0 0 WINDSTREAM HLDGS INC COM 97382A101 1 216 SH SOLE 216 0 0 WISDOMTREE DIVIDEND UIE 97717W406 77 1124 SH SOLE 1124 0 0 WP GLIMCHER INC COM 92939N102 28 270 SH SOLE 270 0 0 YUM BRANDS INC COM 988498101 28 400 SH SOLE 400 0 0 ZIMMER HOLDINGS INC COM 98956P102 5 46 SH SOLE 46 0 0 ZIX CORPORATION COM 98974P100 46 12900 SH SOLE 12900 0 0