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Bogart Wealth

Latest statistics and disclosures from Bogart Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are XOM, VOO, BND, QUAL, IQLT, and represent 29.73% of Bogart Wealth's stock portfolio.
Added to shares of these 10 stocks: JCPB (+$39M), UITB (+$35M), CALF (+$12M), XMHQ (+$11M), BND (+$9.8M), IEF (+$9.5M), AVGO (+$7.0M), ROP (+$7.0M), CGDV (+$6.4M), WMT (+$6.0M).
Started 79 new stock positions in NOMD, SOUN, Propetro Hldg Corp, PULS, JCPB, PUMP, ZOM, SSNT, TG, CLSK.
Reduced shares in these 10 stocks: FLCB (-$43M), VOE (-$22M), ABBV (-$10M), XOM (-$6.1M), IEFA (-$5.8M), JAAA (-$5.1M), TFC, EL, DG, EFG.
Sold out of its positions in ARKW, Alteryx, Aurora Cannabis, CC, CRUS, CFG, CTSH, CAG, CTVA, DBEF.
Bogart Wealth was a net buyer of stock by $59M.
Bogart Wealth has $1.9B in assets under management (AUM), dropping by 9.68%.
Central Index Key (CIK): 0001715740

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Portfolio Holdings for Bogart Wealth

Bogart Wealth holds 1085 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Bogart Wealth has 1085 total positions. Only the first 250 positions are shown.

Sign up to view all of the Bogart Wealth March 31, 2024 positions
Download the Bogart Wealth March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Exxon Mobil Corp Stock (XOM)	8.3	$162M	-3%	1.4M	116.24	View chart
Vanguard S&p 500 Etf Etf (VOO)	6.1	$119M		247k	480.70	View chart
Vanguard Total Bond Market Etf Etf (BND)	6.1	$118M	+9%	1.6M	72.63	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	5.2	$101M		613k	164.35	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	4.0	$78M		2.0M	39.66	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	4.0	$78M	+13%	820k	94.66	View chart
Ishares Msci Acwi Etf Etf (ACWI)	3.9	$76M		691k	110.13	View chart
Vanguard Total International Stock Etf Etf (VXUS)	3.5	$69M		1.1M	60.30	View chart
Victoryshares Core Intermediate Bond Etf Etf (UITB)	3.0	$58M	+153%	1.3M	46.38	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	2.5	$48M		823k	58.06	View chart
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)	2.2	$43M		689k	62.62	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	2.1	$41M	+38%	368k	110.05	View chart
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)	2.0	$39M	NEW	843k	46.65	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	1.8	$35M	+54%	719k	49.16	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	1.6	$31M	-13%	619k	50.74	View chart
Microsoft Corp Stock (MSFT)	1.4	$27M	+2%	64k	420.72	View chart
Columbia Em Core Ex-china Etf Etf (XCEM)	1.3	$25M	+2%	808k	31.10	View chart
Apple Stock (AAPL)	1.1	$21M	+11%	120k	171.48	View chart
Visa Inc Com Cl A Stock (V)	0.8	$16M	-5%	57k	279.08	View chart
Caterpillar Stock (CAT)	0.8	$15M	-11%	40k	366.43	View chart
Amazon Stock (AMZN)	0.7	$14M	+2%	78k	180.38	View chart
Paccar Stock (PCAR)	0.7	$14M	-9%	111k	123.89	View chart
Honeywell Intl Stock (HON)	0.7	$13M	+7%	65k	205.25	View chart
International Business Machs Stock (IBM)	0.7	$13M		68k	190.96	View chart
Blackrock Stock (BLK)	0.7	$13M		16k	833.68	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$13M	+15%	86k	150.93	View chart
Cme Group Stock (CME)	0.6	$13M	+48%	58k	215.29	View chart
Pepsico Stock (PEP)	0.6	$12M	+13%	68k	175.01	View chart
Lockheed Martin Corp Stock (LMT)	0.6	$12M		26k	454.87	View chart
Schwab International Equity Etf Etf (SCHF)	0.6	$12M		297k	39.02	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.6	$12M		125k	92.72	View chart
Restaurant Brands Intl Stock (QSR)	0.6	$11M		143k	79.45	View chart
Pnc Finl Svcs Group Stock (PNC)	0.6	$11M		70k	161.60	View chart
Netflix Stock (NFLX)	0.6	$11M	-9%	19k	607.33	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$11M		23k	485.59	View chart
Salesforce Stock (CRM)	0.6	$11M	-9%	37k	301.18	View chart
Cisco Sys Stock (CSCO)	0.6	$11M		223k	49.91	View chart
Duke Energy Corp Stock (DUK)	0.6	$11M	+2%	113k	96.71	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.5	$11M		138k	75.98	View chart
Chevron Corp Stock (CVX)	0.5	$10M	-4%	66k	157.74	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.5	$10M		240k	43.35	View chart
Digital Rlty Tr Reit (DLR)	0.5	$10M		71k	144.04	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$10M		23k	444.01	View chart
Nvidia Corporation Stock (NVDA)	0.5	$10M	+5%	11k	903.58	View chart
Home Depot Stock (HD)	0.5	$9.9M	+4%	26k	383.60	View chart
Williams Cos Stock (WMB)	0.5	$9.9M		253k	38.97	View chart
Applied Matls Stock (AMAT)	0.5	$9.8M	+2%	47k	206.23	View chart
At&t Stock (T)	0.5	$9.1M		517k	17.60	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.5	$9.1M	+242%	279k	32.50	View chart
Costco Whsl Corp Stock (COST)	0.5	$8.9M	+3%	12k	732.65	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$8.9M	+17%	45k	200.30	View chart
General Dynamics Corp Stock (GD)	0.5	$8.9M	+3%	32k	282.49	View chart
Walmart Stock (WMT)	0.5	$8.9M	+214%	147k	60.17	View chart
Uber Technologies Stock (UBER)	0.5	$8.8M		115k	76.99	View chart
Old Rep Intl Corp Stock (ORI)	0.5	$8.8M		287k	30.72	View chart
Palo Alto Networks Stock (PANW)	0.4	$8.6M	-5%	30k	284.13	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$8.5M	+3%	18k	481.56	View chart
Procter And Gamble Stock (PG)	0.4	$8.5M		52k	162.25	View chart
S&p Global Stock (SPGI)	0.4	$8.1M	+73%	19k	425.45	View chart
Danaher Corporation Stock (DHR)	0.4	$8.1M	+25%	32k	249.72	View chart
Texas Instrs Stock (TXN)	0.4	$8.1M	+8%	46k	174.21	View chart
Cvs Health Corp Stock (CVS)	0.4	$7.8M		98k	79.76	View chart
Mcdonalds Corp Stock (MCD)	0.4	$7.7M	+5%	27k	281.95	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.4	$7.7M	+3%	19k	418.01	View chart
Merck & Co Stock (MRK)	0.4	$7.7M		58k	131.95	View chart
Nike Inc Cl B Stock (NKE)	0.4	$7.4M	+29%	79k	93.98	View chart
Broadcom Stock (AVGO)	0.4	$7.4M	+1770%	5.6k	1325.41	View chart
Mercadolibre Stock (MELI)	0.4	$7.3M	+3%	4.8k	1511.96	View chart
Unitedhealth Group Stock (UNH)	0.4	$7.2M	+6%	15k	494.69	View chart
Prudential Finl Stock (PRU)	0.4	$7.1M		61k	117.40	View chart
Roper Technologies Stock (ROP)	0.4	$7.0M	+249240%	13k	560.84	View chart
Pfizer Stock (PFE)	0.3	$6.6M	-11%	239k	27.75	View chart
Franklin U.s Core Bond Etf Etf (FLCB)	0.3	$6.5M	-86%	303k	21.34	View chart
Te Connectivity Stock (TEL)	0.3	$6.4M		44k	145.24	View chart
Metlife Stock (MET)	0.3	$6.2M	+5%	84k	74.11	View chart
Bristol-myers Squibb Stock (BMY)	0.3	$6.2M	+2%	114k	54.23	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.3	$6.2M		134k	46.00	View chart
Coca Cola Stock (KO)	0.3	$6.0M	-12%	99k	61.18	View chart
Amgen Stock (AMGN)	0.3	$5.9M	+4%	21k	284.32	View chart
Analog Devices Stock (ADI)	0.3	$5.9M	+62%	30k	197.79	View chart
Medtronic Stock (MDT)	0.3	$5.9M	+7%	67k	87.15	View chart
Starbucks Corp Stock (SBUX)	0.3	$5.6M	-18%	61k	91.39	View chart
Goldman Sachs Group Stock (GS)	0.3	$5.5M	+4%	13k	417.68	View chart
Gilead Sciences Stock (GILD)	0.3	$5.5M		75k	73.25	View chart
Johnson & Johnson Stock (JNJ)	0.3	$5.3M	+8%	34k	158.19	View chart
Shopify Inc Cl A Stock (SHOP)	0.3	$5.3M	+3%	69k	77.17	View chart
Zoetis Inc Cl A Stock (ZTS)	0.3	$5.3M	+24%	31k	169.21	View chart
Adobe Stock (ADBE)	0.3	$5.2M	+4%	10k	504.60	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.3	$5.2M	+10%	35k	148.63	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.3	$5.0M	+861%	238k	21.15	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$4.9M	+4%	14k	346.61	View chart
Truist Finl Corp Stock (TFC)	0.2	$4.5M	-48%	117k	38.98	View chart
Emerson Elec Stock (EMR)	0.2	$4.4M	+38922%	39k	113.42	View chart
Nextera Energy Stock (NEE)	0.2	$4.4M	-11%	69k	63.91	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$4.2M		16k	259.90	View chart
Xcel Energy Stock (XEL)	0.2	$4.1M	-24%	77k	53.75	View chart
Price T Rowe Group Stock (TROW)	0.2	$4.1M	-21%	34k	121.92	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$3.9M	+3%	34k	114.96	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$2.9M		113k	25.25	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$2.7M	+4%	15k	182.70	View chart
Invesco Water Resources Etf Etf (PHO)	0.1	$2.6M	+4%	39k	66.57	View chart
Altria Group Stock (MO)	0.1	$2.3M	-6%	52k	43.62	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$2.1M		6.2k	337.04	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$2.0M	-3%	41k	49.24	View chart
Royal Bk Cda Stock (RY)	0.1	$2.0M		20k	100.88	View chart
Spdr S&p Semiconductor Etf Etf (XSD)	0.1	$1.9M	+5%	8.1k	232.09	View chart
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD)	0.1	$1.8M	+6%	26k	69.92	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$1.8M	+5%	12k	147.72	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.5M		18k	81.43	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$1.4M	-25%	24k	61.05	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.4M	+40%	2.7k	525.82	View chart
Oracle Corp Stock (ORCL)	0.1	$1.4M		11k	125.61	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$1.2M		11k	115.30	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.2M		41k	29.18	View chart
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.1	$1.1M	+15%	46k	25.22	View chart
Philip Morris Intl Stock (PM)	0.1	$1.1M	-4%	13k	91.62	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$1.1M	+14%	17k	67.04	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.1M		9.2k	120.98	View chart
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL)	0.1	$1.0M	-4%	19k	53.25	View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	0.0	$933k	+3%	26k	35.71	View chart
Spdr Gold Shares Etf (GLD)	0.0	$931k		4.5k	205.72	View chart
Abbvie Stock (ABBV)	0.0	$875k	-91%	4.8k	182.10	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.0	$864k	+2%	18k	47.06	View chart
Eaton Corp Stock (ETN)	0.0	$830k		2.7k	312.68	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$807k		4.5k	179.11	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$803k	+17083%	9.1k	88.17	View chart
Bank Nova Scotia Halifax Stock (BNS)	0.0	$776k		15k	51.78	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$690k	-12%	8.2k	84.44	View chart
Verizon Communications Stock (VZ)	0.0	$675k	-3%	16k	41.96	View chart
Colgate Palmolive Stock (CL)	0.0	$630k		7.0k	90.05	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$628k	-7%	1.5k	420.52	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.0	$580k		8.2k	70.88	View chart
Pioneer Nat Res Stock (PXD)	0.0	$569k	+4%	2.2k	262.50	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$552k		14k	40.71	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.0	$549k		11k	48.30	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$540k	+12%	11k	50.17	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$524k	+37%	5.2k	100.72	View chart
Vanguard Value Etf Etf (VTV)	0.0	$519k		3.2k	162.88	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$512k		2.2k	228.57	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.0	$512k	+19%	978.00	523.32	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$500k		3.3k	152.26	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$492k	-49%	1.4k	344.26	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$490k	-3%	8.1k	60.74	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$486k		873.00	556.40	View chart
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)	0.0	$475k	-28%	11k	43.60	View chart
Ishares Gold Trust Etf (IAU)	0.0	$453k	+38%	11k	42.01	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$450k	+11%	6.0k	75.40	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$450k		2.6k	175.28	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$437k	-5%	2.8k	155.84	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$436k	-87%	4.2k	103.80	View chart
Tesla Stock (TSLA)	0.0	$435k	-8%	2.5k	175.79	View chart
Lowes Cos Stock (LOW)	0.0	$429k		1.7k	254.67	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$416k		10k	41.56	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$413k		4.0k	102.39	View chart
Blackstone Stock (BX)	0.0	$399k		3.0k	131.38	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$397k		1.7k	239.76	View chart
Intel Corp Stock (INTC)	0.0	$394k		8.9k	44.17	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$385k	+2%	1.3k	288.02	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.0	$383k		11k	35.19	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$373k		4.4k	85.06	View chart
Deere & Co Stock (DE)	0.0	$368k		895.00	410.74	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$363k		23k	15.73	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$359k	-14%	1.9k	186.77	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$349k		4.4k	79.91	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$341k	-11%	4.2k	80.63	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$332k		4.1k	80.21	View chart
Oneok Stock (OKE)	0.0	$330k		4.1k	80.16	View chart
Advanced Micro Devices Stock (AMD)	0.0	$329k	-15%	1.8k	180.49	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$323k		10k	31.67	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$320k		1.2k	260.77	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$319k		6.2k	51.60	View chart
Welltower Reit (WELL)	0.0	$316k		3.4k	93.44	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$314k		3.2k	97.94	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.0	$300k		6.2k	48.50	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$298k	-4%	1.2k	249.87	View chart
Old Dominion Freight Line Stock (ODFL)	0.0	$292k	+220%	1.3k	219.31	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$288k	-98%	1.8k	155.91	View chart
Wisdomtree Cybersecurity Fund Etf (WCBR)	0.0	$288k	NEW	11k	25.64	View chart
Enbridge Stock (ENB)	0.0	$286k		7.9k	36.18	View chart
Hershey Stock (HSY)	0.0	$283k		1.5k	194.44	View chart
Regions Financial Corp Stock (RF)	0.0	$278k		13k	21.04	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$275k	-11%	3.9k	70.69	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$270k		4.6k	58.59	View chart
General Mls Stock (GIS)	0.0	$270k	+17%	3.9k	69.97	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$265k		1.4k	191.84	View chart
Henry Jack & Assoc Stock (JKHY)	0.0	$259k		1.5k	173.69	View chart
Dominion Energy Stock (D)	0.0	$252k	-26%	5.1k	49.19	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.0	$245k		5.8k	42.13	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$243k	+6%	1.8k	131.70	View chart
Ishares Silver Trust Etf (SLV)	0.0	$243k		11k	22.75	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.0	$238k	+30%	5.2k	45.94	View chart
Eli Lilly & Co Stock (LLY)	0.0	$237k	+5%	304.00	778.23	View chart
Us Bancorp Del Stock (USB)	0.0	$230k		5.1k	44.70	View chart
Invesco Ultra Short Duration Etf Etf (GSY)	0.0	$224k		4.5k	49.88	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$217k	+350%	676.00	320.59	View chart
Bank Montreal Que Stock (BMO)	0.0	$215k		2.2k	97.68	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$214k	+34%	6.2k	34.70	View chart
Brighthouse Finl Stock (BHF)	0.0	$213k	+3%	208k	1.02	View chart
BP Adr (BP)	0.0	$209k	+251%	5.5k	37.68	View chart
Disney Walt Stock (DIS)	0.0	$203k	+3%	1.7k	122.33	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$203k	+42%	1.8k	110.51	View chart
Pimco 15 Year Us Tips Index Exchange-traded Fund Pimco 15 Year U.s. Tips Etf (LTPZ)	0.0	$202k		3.6k	55.56	View chart
Yum Brands Stock (YUM)	0.0	$201k		1.4k	138.61	View chart
Microchip Technology Stock (MCHP)	0.0	$193k		2.2k	89.70	View chart
Keycorp Stock (KEY)	0.0	$192k		12k	15.81	View chart
Abbott Labs Stock (ABT)	0.0	$192k	+11%	1.7k	113.68	View chart
Boeing Stock (BA)	0.0	$190k	-5%	983.00	193.07	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$185k	+84%	1.4k	136.05	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$179k		2.5k	73.05	View chart
Kkr & Co Stock (KKR)	0.0	$171k		1.7k	100.58	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$171k	+5%	5.3k	32.23	View chart
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV)	0.0	$167k		1.1k	155.73	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$167k		2.4k	68.81	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$166k		2.0k	82.98	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$165k	-97%	2.2k	74.22	View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH)	0.0	$164k		5.2k	31.79	View chart
Qualcomm Stock (QCOM)	0.0	$158k	-12%	935.00	169.32	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.0	$156k		2.3k	67.81	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$156k	-88%	852.00	182.52	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$155k		160.00	970.47	View chart
Valero Energy Corp Stock (VLO)	0.0	$155k		907.00	170.73	View chart
Motorola Solutions Stock (MSI)	0.0	$151k		426.00	354.98	View chart
Cencora Stock (COR)	0.0	$151k		619.00	243.12	View chart
Lam Research Corp Stock (LRCX)	0.0	$150k		154.00	971.57	View chart
3M Stock (MMM)	0.0	$147k	+43%	1.4k	106.10	View chart
Automatic Data Processing Stock (ADP)	0.0	$146k		586.00	249.86	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$145k	-12%	2.5k	57.57	View chart
Rtx Corporation Stock (RTX)	0.0	$145k	-9%	1.5k	97.53	View chart
American Elec Pwr Stock (AEP)	0.0	$142k	+7%	1.7k	86.13	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$141k	+2%	1.2k	118.27	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.0	$138k		3.3k	42.14	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$137k		2.7k	50.10	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$137k		3.0k	45.59	View chart
Kroger Stock (KR)	0.0	$134k		2.3k	57.13	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.0	$134k	+12%	5.4k	24.91	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.0	$133k	+12%	5.6k	23.80	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.0	$133k	+12%	5.6k	23.85	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.0	$133k	+12%	5.4k	24.81	View chart
Devon Energy Corp Stock (DVN)	0.0	$131k	+23%	2.6k	50.18	View chart
Union Pac Corp Stock (UNP)	0.0	$130k		529.00	246.14	View chart
Novo-nordisk A S Adr (NVO)	0.0	$130k	+2%	1.0k	128.40	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$130k		1.1k	114.14	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.0	$129k	+13%	5.7k	22.82	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$128k	+12%	1.4k	94.44	View chart
Bank America Corp Stock (BAC)	0.0	$127k	+5%	3.3k	37.91	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$126k		1.5k	84.09	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$124k	-2%	2.0k	62.06	View chart
Blackrock Tcp Capital Corp Cef (TCPC)	0.0	$123k		12k	10.43	View chart
Ishares Frontier And Select Em Etf Etf (FM)	0.0	$123k		4.3k	28.65	View chart
Astrazeneca Adr (AZN)	0.0	$123k	+49%	1.8k	67.75	View chart

Past Filings by Bogart Wealth

SEC 13F filings are viewable for Bogart Wealth going back to 2016

Bogart Wealth 2024 Q1 filed April 25, 2024
Bogart Wealth 2023 Q4 filed Feb. 7, 2024
Bogart Wealth 2023 Q3 filed Oct. 30, 2023
Bogart Wealth 2023 Q2 filed July 31, 2023
Bogart Wealth 2023 Q1 filed April 21, 2023
Bogart Wealth 2022 Q4 filed Feb. 6, 2023
Bogart Wealth 2022 Q3 filed Nov. 3, 2022
Bogart Wealth 2022 Q2 filed July 22, 2022
Bogart Wealth 2022 Q1 filed April 22, 2022
Bogart Wealth 2021 Q4 filed Jan. 19, 2022
Bogart Wealth 2021 Q3 filed Oct. 15, 2021
Bogart Wealth 2021 Q2 filed Aug. 6, 2021
Bogart Wealth 2021 Q1 filed April 16, 2021
Bogart Wealth 2020 Q4 filed Jan. 14, 2021
Bogart Wealth 2020 Q3 filed Oct. 6, 2020
Bogart Wealth 2020 Q2 filed July 8, 2020

View all past filings

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