0001612041-17-000002.txt : 20170131 0001612041-17-000002.hdr.sgml : 20170131 20170131132224 ACCESSION NUMBER: 0001612041-17-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170131 DATE AS OF CHANGE: 20170131 EFFECTIVENESS DATE: 20170131 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: 17560332 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 12-31-2016 12-31-2016 Burt Wealth Advisors

6010 EXECUTIVE BLVD SUITE 900 ROCKVILLE MD 20852

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5 257 SH SOLE 257 0 0 TRAVELERS COMPANIES COM 89417E109 50 412 SH SOLE 412 0 0 TRIMBLE INC COM 896239100 17 550 SH SOLE 550 0 0 TWITTER INC COM 90184L102 1 40 SH SOLE 40 0 0 U G I CORPORATION COM 902681105 166 3600 SH SOLE 3600 0 0 U S BANCORP COM 902973304 651 12673 SH SOLE 12673 0 0 UDR INC. RET 902653104 21 568 SH SOLE 568 0 0 UNDER ARMOUR INC COM 904311107 28 978 SH SOLE 978 0 0 UNILEVER PLC F ADR 904767704 22 540 SH SOLE 540 0 0 UNION PACIFIC CORP COM 907818108 558 5384 SH SOLE 5384 0 0 UNITED PARCEL SRVC COM 911312106 9 77 SH SOLE 77 0 0 UNITED RENTALS INC COM 911363109 17 160 SH SOLE 160 0 0 UNITED TECHNOLOGIES COM 913017109 147 1339 SH SOLE 1339 0 0 UNITEDHEALTH GRP INC COM 91324P102 3293 20573 SH SOLE 20573 0 0 US EQY HIGH VOLATILITY UIE 00162Q734 5 270 SH SOLE 270 0 0 VANECK VECTORS GOLD UIE 92189F106 6 300 SH SOLE 300 0 0 VANGUARD DIVIDEND UIE 921908844 9 107 SH SOLE 107 0 0 VANGUARD FTSE EMERGING UIE 922042858 12873 359778 SH SOLE 359778 0 0 VANGUARD FTSE EUROPE UIE 922042874 31 650 SH SOLE 650 0 0 VANGUARD HEALTH CARE UIE 92204A504 9 73 SH SOLE 73 0 0 VANGUARD HIGH DIVIDEND UIE 921946406 142 1877 SH SOLE 1877 0 0 VANGUARD MID CAP ETF IV UIE 922908629 51 388 SH SOLE 388 0 0 VANGUARD MID CAP VALUE UIE 922908512 4 45 SH SOLE 45 0 0 VANGUARD MUNI BND TAX UIE 922907746 69 1370 SH SOLE 1370 0 0 VANGUARD REIT ETF IV UIE 922908553 34 411 SH SOLE 411 0 0 VANGUARD S&P 500 ETF UIE 922908363 101 494 SH SOLE 494 0 0 VANGUARD SHORT TERM COR UIE 92206C409 55 690 SH SOLE 690 0 0 VANGUARD SHORT-TERM BOND UIE 921937827 30 373 SH SOLE 373 0 0 VANGUARD SHRT INF PROT UIE 922020805 27 560 SH SOLE 560 0 0 VANGUARD SMALL CAP ETF UIE 922908751 530 4340 SH SOLE 4340 0 0 VANGUARD SMALL CAP VALUE UIE 922908611 54 490 SH SOLE 490 0 0 VANGUARD TOTAL INTERNATL UIE 92203J407 320 57175 SH SOLE 57175 0 0 VANGUARD TOTAL INTERNTL UIE 921909768 6 130 SH SOLE 130 0 0 VANGUARD TOTAL STOCK UIE 922908769 7 63 SH SOLE 63 0 0 VASCULAR BIOGENICS F FGO M96883109 8 1674 SH SOLE 1674 0 0 VENTAS INC RET 92276F100 39 629 SH SOLE 629 0 0 VERIZON COMMUNICATN COM 92343V104 392 7342 SH SOLE 7342 0 0 VERSUM MATERIALS INC COM 92532W103 1 50 SH SOLE 50 0 0 VIACOM INC COM 92553P201 24 670 SH SOLE 670 0 0 VIRTUS OIL & GAS CO COM 92834V100 1 2100 SH SOLE 2100 0 0 VISA INC COM 92826C839 61 780 SH SOLE 780 0 0 VODAFONE GROUP F ADR 92857W308 26 1061 SH SOLE 1061 0 0 VOLKSWAGEN A G F ADR 928662402 83 3000 SH SOLE 3000 0 0 VOLKSWAGEN A G F ADR 928662303 1 20 SH SOLE 20 0 0 WALGREENS BOOTS ALLI COM 931427108 45 548 SH SOLE 548 0 0 WALMART STORES INC COM 931142103 145 2103 SH SOLE 2103 0 0 WALT DISNEY CO COM 254687106 350 3357 SH SOLE 3357 0 0 WASHINGTON RET 939653101 66 2025 SH SOLE 2025 0 0 WASHINGTON PRIME COM 93964W108 3 270 SH SOLE 270 0 0 WEIGHT WATCHERS INTL COM 948626106 4 385 SH SOLE 385 0 0 WELLS FARGO & CO COM 949746101 255 4634 SH SOLE 4634 0 0 WEST PHARM SRVC INC COM 955306105 1 5 SH SOLE 5 0 0 WEYERHAEUSER CO RET 962166104 14 450 SH SOLE 450 0 0 WGL HOLDINGS INC COM 92924F106 527 6913 SH SOLE 6913 0 0 WHITEWAVE FOODS COM 966244105 15 275 SH SOLE 275 0 0 WHOLE FOODS MARKET COM 966837106 35 1125 SH SOLE 1125 0 0 WINDSTREAM HLDGS INC COM 97382A200 1 36 SH SOLE 36 0 0 WISDOM TREE DIVIDEND EX UIE 97717W406 90 1124 SH SOLE 1124 0 0 WISDOMTREE BLOMBRG US COM 97717W471 6 200 SH SOLE 200 0 0 WISDOM TREE SMALLCAP UIE 97717W604 14 175 SH SOLE 175 0 0 XYLEM INC. COM 98419M100 28 564 SH SOLE 564 0 0 YUM BRANDS INC COM 988498101 32 500 SH SOLE 500 0 0 YUM CHINA HOLDINGS I COM 98850P109 13 500 SH SOLE 500 0 0 ZIMMER BIOMET HLDGS COM 98956P102 5 46 SH SOLE 46 0 0 ZIX CORPORATION COM 98974P100 64 12900 SH SOLE 12900 0 0