Phillip Kevin Smiley

@Burkett Financial Services, Llc

Latest period2024 - Q4

Reported12d ago

Managed Assets$244.594M

Total holdings223

Assets growth rate1.09%

Assets growth rate (2-Q avg)12.63%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Burkett Financial Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 223 positions.

Assets under management

The assets under management (AUM) of Burkett Financial Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 244.594M in assets, with a quarterly growth rate of 1.09% and a 2-quarter average growth rate of 12.63%. The portfolio is managed by Phillip Kevin Smiley, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GSATGlobalstar Inc Recent Activity New Position	0.01%	$1,221 590 shares@ $2.07 avg price	New Position
IEMGIshares Core Msci Emerging Markets Recent Activity New Position	0.01%	$366 7 shares@ $52.29 avg price	New Position
WENThe Wendy S Co Recent Activity New Position	0.01%	$7 0 shares@ $0.0 avg price	New Position
SAVEQSpirit Airlines Inc Recent Activity New Position	0.01%	$1 4 shares@ $0.25 avg price	New Position