Burkett Financial Services, LLC - Q12026 Holdings

Burkett Financial Services, LLC holds 248 stocks with a total portfolio value of $ 291.81M as of Q12026. In Q12026, Burkett Financial Services, LLC added 17 new positions, increased stakes in 75 stocks, reduced 35 holdings, and fully exited 6 positions. The largest holding is Schwab Us Dividend Equity Etf (SCHD), representing 18.11% of the total portfolio.