0001612041-17-000003.txt : 20170428 0001612041-17-000003.hdr.sgml : 20170428 20170428162204 ACCESSION NUMBER: 0001612041-17-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170428 DATE AS OF CHANGE: 20170428 EFFECTIVENESS DATE: 20170428 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: 17795886 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 03-31-2017 03-31-2017 Burt Wealth Advisors

6010 EXECUTIVE BLVD SUITE 900 ROCKVILLE MD 20852

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DIVIDEND ETF UIE 78464A763 137 1554 SH SOLE 1554 0 0 SPDR S&P MIDCAP 400 ETF UIE 78467Y107 298 953 SH SOLE 953 0 0 SPDR SSGA GLOBAL UIE 78467V400 1400 40535 SH SOLE 40535 0 0 SPDR SSGA MULTI ASSET UIE 78467V103 371 15128 SH SOLE 15128 0 0 SPEEDWAY MOTORSPORTS COM 847788106 2 100 SH SOLE 100 0 0 SPIRIT AEROSYSTEMS COM 848574109 14 248 SH SOLE 248 0 0 STARBUCKS CORP COM 855244109 42 714 SH SOLE 714 0 0 STATE STREET CORP COM 857477103 287 3600 SH SOLE 3600 0 0 SYNCHRONY FINANCIAL COM 87165B103 36 1059 SH SOLE 1059 0 0 SYSCO CORPORATION COM 871829107 83 1600 SH SOLE 1600 0 0 T ROWE PRICE GROUP COM 74144T108 7 107 SH SOLE 107 0 0 TARGET CORPORATION COM 87612E106 10 188 SH SOLE 188 0 0 TE CONNECTIVITY LTD F FGO H84989104 24 326 SH SOLE 326 0 0 TECHNOLOGY SELECT SECTOR UIE 81369Y803 64 1200 SH SOLE 1200 0 0 TETRA TECH INC COM 88162G103 41 1000 SH SOLE 1000 0 0 TETRALOGIC PHARMA CO COM 88165U109 0 2625 SH SOLE 2625 0 0 TEVA PHARM INDS LTD F ADR 881624209 39 1222 SH SOLE 1222 0 0 THERMO FISHER SCNTFC COM 883556102 40 261 SH SOLE 261 0 0 TIFFANY & CO COM 886547108 14 150 SH SOLE 150 0 0 TIME INC COM 887228104 3 134 SH SOLE 134 0 0 TIME WARNER INC COM 887317303 194 1982 SH SOLE 1982 0 0 TORTOISE MLP CF CEM 89148B101 5 257 SH SOLE 257 0 0 TRAVELERS COMPANIES COM 89417E109 40 330 SH SOLE 330 0 0 U G I CORPORATION COM 902681105 178 3600 SH SOLE 3600 0 0 U S BANCORP COM 902973304 635 12323 SH SOLE 12323 0 0 UDR INC. RET 902653104 21 568 SH SOLE 568 0 0 UNDER ARMOUR INC COM 904311107 10 500 SH SOLE 500 0 0 UNILEVER PLC F ADR 904767704 27 540 SH SOLE 540 0 0 UNION PACIFIC CORP COM 907818108 526 4968 SH SOLE 4968 0 0 UNITED RENTALS INC COM 911363109 20 160 SH SOLE 160 0 0 UNITED TECHNOLOGIES COM 913017109 126 1125 SH SOLE 1125 0 0 UNITEDHEALTH GRP INC COM 91324P102 3295 20090 SH SOLE 20090 0 0 UNITI GROUP INC COM 91325V108 1 42 SH SOLE 42 0 0 VANGUARD DIVIDEND UIE 921908844 10 107 SH SOLE 107 0 0 VANGUARD FTSE EMERGING UIE 922042858 14793 372435 SH SOLE 372435 0 0 VANGUARD FTSE EUROPE UIE 922042874 34 653 SH SOLE 653 0 0 VANGUARD HEALTH CARE UIE 92204A504 10 73 SH SOLE 73 0 0 VANGUARD HIGH DIVIDEND UIE 921946406 146 1877 SH SOLE 1877 0 0 VANGUARD MID CAP ETF UIE 922908629 54 388 SH SOLE 388 0 0 VANGUARD MID CAP VALUE UIE 922908512 5 45 SH SOLE 45 0 0 VANGUARD MUNI BND TAX UIE 922907746 69 1370 SH SOLE 1370 0 0 VANGUARD REIT ETF UIE 922908553 34 411 SH SOLE 411 0 0 VANGUARD S&P 500 ETF UIE 922908363 107 494 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 28 560 SH SOLE 560 0 0 VANGUARD SMALL CAP ETF UIE 922908751 579 4344 SH SOLE 4344 0 0 VANGUARD SMALL CAP VALUE UIE 922908611 85 688 SH SOLE 688 0 0 VANGUARD TOTAL UIE 92203J407 3484 64370 SH SOLE 64370 0 0 VANGUARD TOTAL INTERNTL UIE 921909768 6 130 SH SOLE 130 0 0 VANGUARD TOTAL STOCK UIE 922908769 8 63 SH SOLE 63 0 0 VASCULAR BIOGENICS F FGO M96883109 9 1674 SH SOLE 1674 0 0 VENTAS INC RET 92276F100 41 629 SH SOLE 629 0 0 VERIZON COMMUNICATN COM 92343V104 342 7011 SH SOLE 7011 0 0 VIACOM INC COM 92553P201 31 670 SH SOLE 670 0 0 VIRTUS OIL & GAS CO COM 92834V209 0 2100 SH SOLE 2100 0 0 VISA INC COM 92826C839 69 780 SH SOLE 780 0 0 VODAFONE GROUP F ADR 92857W308 28 1061 SH SOLE 1061 0 0 WALGREENS BOOTS ALLI COM 931427108 46 548 SH SOLE 548 0 0 WAL-MART STORES INC COM 931142103 151 2097 SH SOLE 2097 0 0 WALT DISNEY CO COM 254687106 359 3167 SH SOLE 3167 0 0 WASHINGTON RET 939653101 63 2025 SH SOLE 2025 0 0 WASHINGTON PRIME GRO COM 93964W108 2 260 SH SOLE 260 0 0 WELLS FARGO BK N A COM 949746101 247 4434 SH SOLE 4434 0 0 WEST PHARM SRVC INC COM 955306105 158 1932 SH SOLE 1932 0 0 WEYERHAEUSER CO RET 962166104 9 270 SH SOLE 270 0 0 WGL HOLDINGS INC COM 92924F106 554 6710 SH SOLE 6710 0 0 WHITEWAVE FOODS COM 966244105 15 275 SH SOLE 275 0 0 WHOLE FOODS MARKET COM 966837106 12 400 SH SOLE 400 0 0 WINDSTREAM HLDGS INC COM 97382A200 0 36 SH SOLE 36 0 0 WISDOM TREE DIVIDEND EX UIE 97717W406 93 1124 SH SOLE 1124 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 11 400 SH SOLE 400 0 0 ZIMMER BIOMET HLDGS COM 98956P102 6 46 SH SOLE 46 0 0 ZIX CORPORATION COM 98974P100 62 12900 SH SOLE 12900 0 0