Burt Wealth Advisors’s HEICO Corp HEI Stock Holding History

Burt Wealth Advisors’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1M	Hold	3,108	–	–	0.25%	45
2025 Q2	$1.02M	Hold	3,108	–	–	0.23%	42
2025 Q1	$830K	Sell	3,108 -464	-13%	-$113K	0.21%	43
2024 Q4	$849K	Hold	3,572	–	–	0.22%	44
2024 Q3	$934K	Hold	3,572	–	–	0.23%	39
2024 Q2	$799K	Sell	3,572 -1	-0%	-$211	0.21%	45
2024 Q1	$682K	Buy	3,573 +1	+0%	+$186	0.17%	51
2023 Q4	$639K	Sell	3,572 -1,786	-33%	-$302K	0.18%	49
2023 Q3	$868K	Hold	5,358	–	–	0.27%	35
2023 Q2	$948K	Hold	5,358	–	–	0.29%	34
2023 Q1	$916K	Hold	5,358	–	–	0.28%	31
2022 Q4	$823K	Sell	5,358 -532	-9%	-$82.8K	0.28%	35
2022 Q3	$848K	Hold	5,890	–	–	0.34%	21
2022 Q2	$772K	Hold	5,890	–	–	0.27%	28
2022 Q1	$904K	Buy	+5,890	New	+$855K	0.27%	32

Other funds holding HEI

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return