CIK 1762716
BURKETT FINANCIAL SERVICES, LLC
Institutional 13F holdings & portfolio
Holdings
238
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 238
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EELV | Invesco S&P Emerging Markets Low Vol ETF | 8K | $100K–$500K | SH |
| CPRY | Calamos Russell 2000 Structured ALT ETF (January) | 8K | $100K–$500K | SH |
| ETN | Eaton Corporation | 650 | $100K–$500K | SH |
| D | Dominion Resources Inc | 3K | $100K–$500K | SH |
| CPST | Calamos S&P 500 Structured ALT ETF (September) | 7K | $100K–$500K | SH |
| PG | Proctor & Gamble Co Com | 1K | $100K–$500K | SH |
| IAU | Ishares Gold TRUST | 2K | $100K–$500K | SH |
| DTE | Dte Energy Co Com | 1K | $100K–$500K | SH |
| ABT | Abbott Labs Com | 1K | $100K–$500K | SH |
| DE | Deere & Co | 304 | $100K–$500K | SH |
| GLD | Spdr Gold TRUST | 356 | $100K–$500K | SH |
| IBM | International Business Machines | 443 | $100K–$500K | SH |
| MO | Altria Group Inc Com | 2K | $100K–$500K | SH |
| CSCO | Cisco Systems Inc | 2K | $100K–$500K | SH |
| IYW | iShares Dow Jones Technology Sector | 604 | $100K–$500K | SH |
| URI | United Rentals Inc | 143 | $100K–$500K | SH |
| CPSU | Calamos S&P 500 Structured ALT ETF (June) | 4K | $100K–$500K | SH |
| CEF | Sprott Physical Gold and Silver Trust | 2K | $100K–$500K | SH |
| CPSN | Calamos S&P 500 Structured ALT ETF (November) | 4K | $100K–$500K | SH |
| V | VISA | 303 | $100K–$500K | SH |
| CPNS | Calamos Nasdaq 100 Structured ALT ETF (September) | 4K | $100K–$500K | SH |
| VLO | Valero Energy Corp New | 618 | $100K–$500K | SH |
| CPRO | Calamos Russell 2000 Structured ALT ETF (October) | 4K | $50K–$100K | SH |
| DTM | DT Midstream Inc | 802 | $50K–$100K | SH |
| CPNJ | Calamos Nasdaq 100 Structured ALT ETF (June) | 3K | $50K–$100K | SH |
| CEG | Constellation | 261 | $50K–$100K | SH |
| SCZ | IShares MSCE EAFA Small Cap ETF | 1K | $50K–$100K | SH |
| VB | Vanguard Small-Cap Blend ETF | 321 | $50K–$100K | SH |
| CVX | Chevron Corporation | 509 | $50K–$100K | SH |
| IJJ | iShares S&P 400 Mid Value | 509 | $50K–$100K | SH |
| BA | Boeing Company | 300 | $50K–$100K | SH |
| ENB | Enbridge Inc | 1K | $50K–$100K | SH |
| IBIT | iShares Bitcoin Trust ETF | 1K | $50K–$100K | SH |
| SIGI | Selective Ins Group | 761 | $50K–$100K | SH |
| TFC | Truist Finl Corporation | 1K | $50K–$100K | SH |
| IBDS | iShares Corporate iBonds Decemeber 2027 | 3K | $50K–$100K | SH |
| XEL | Xcel Energy Inc | 818 | $50K–$100K | SH |
| CAT | Caterpillar Inc | 105 | $50K–$100K | SH |
| MNKD | MannKind Corp | 10K | $50K–$100K | SH |
| KGC | Kinross Gold Corp | 2K | $50K–$100K | SH |
| IBDR | iShares Corporate iBonds Decemeber 2026 | 2K | $50K–$100K | SH |
| PEP | Pepsico Inc | 380 | $50K–$100K | SH |
| SLV | iShares Silver Trust ETF | 833 | $50K–$100K | SH |
| FV | First Dorsey Wrightfocus 5 | 825 | $50K–$100K | SH |
| ABBV | Abbvie Inc | 225 | $50K–$100K | SH |
| CGAU | Centerra Gold Inc | 4K | $50K–$100K | SH |
| EW | Edwards LifeScience Corp | 600 | $50K–$100K | SH |
| IBDT | iShares Corporate iBonds Decemeber 2028 | 2K | $50K–$100K | SH |
| MMM | 3M Company | 312 | $50K–$100K | SH |
| IBDU | iShares Corporate iBonds Decemeber 2029 | 2K | $15K–$50K | SH |