Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Bogart Wealth

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

Top 5 stock holdings are XOM, VOO, ACWI, BND, CGDV, and represent 27.02% of Bogart Wealth's stock portfolio.
Added to shares of these 10 stocks: AVEM (+$33M), NFLX (+$12M), HPE (+$8.7M), ADSK (+$7.8M), EME (+$7.6M), PM (+$7.5M), VEEV (+$7.4M), TMO, BND, TEM.
Started 172 new stock positions in UPST, SOLS, GEN, HODL, AKAM, COLM, USPX, MTZ, UEC, CART.
Reduced shares in these 10 stocks: JIRE (-$32M), ICSH (-$26M), CRM (-$16M), BHF (-$14M), JAAA (-$13M), GOOGL (-$8.8M), MDLZ (-$6.6M), AMT (-$6.2M), LEN (-$6.1M), .
Sold out of its positions in ADT, ANGI, ASTS, AEM, ADC, ASPN, AVTR, SBLX, BBWI, BLDR.
Bogart Wealth was a net seller of stock by $-17M.
Bogart Wealth has $2.5B in assets under management (AUM), dropping by 1.06%.
Central Index Key (CIK): 0001715740

Tip: Access up to 7 years of quarterly data

Positions held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Bogart Wealth

Bogart Wealth holds 1584 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Bogart Wealth has 1584 total positions. Only the first 250 positions are shown.

Sign up to view all of the Bogart Wealth Dec. 31, 2025 positions
Download the Bogart Wealth December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Exxon Mobil Corp Stock (XOM)	6.7	$167M		1.4M	120.34	View chart
Vanguard S&p 500 Etf Etf (VOO)	6.2	$155M		246k	627.13	View chart
Ishares Msci Acwi Etf Etf (ACWI)	5.2	$129M		910k	141.49	View chart
Vanguard Total Bond Market Etf Etf (BND)	4.8	$120M	+3%	1.6M	74.07	View chart
Capital Group Dividend Value Etf Etf (CGDV)	4.2	$104M		2.4M	43.64	View chart
Victoryshares Core Intermediate Bond Etf Etf (UITB)	3.8	$94M	+3%	2.0M	47.35	View chart
Columbia Research Enhanced Core Etf Etf (RECS)	3.7	$92M		2.2M	40.84	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	3.6	$90M	-26%	1.2M	74.88	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	2.9	$72M	+3%	1.5M	47.35	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	2.7	$67M	+4%	1.9M	36.06	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	2.7	$67M		264k	252.92	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	2.6	$64M		1.1M	59.28	View chart
Vanguard Total International Stock Etf Etf (VXUS)	2.2	$55M		725k	75.44	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	2.0	$49M	+3%	508k	96.16	View chart
Global X Adaptive U.s. Factor Etf Etf (AUSF)	1.8	$44M	+3%	957k	46.37	View chart
Apple Stock (AAPL)	1.5	$37M	-8%	134k	271.86	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	1.3	$33M	NEW	434k	77.02	View chart
Microsoft Corp Stock (MSFT)	1.2	$30M		62k	483.62	View chart
Nvidia Corporation Stock (NVDA)	1.2	$30M		159k	186.50	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$28M	-23%	91k	313.00	View chart
Visa Inc Com Cl A Stock (V)	0.9	$24M	+16%	67k	350.71	View chart
Amazon Stock (AMZN)	0.8	$20M		87k	230.82	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.7	$18M		560k	32.62	View chart
S&p Global Stock (SPGI)	0.7	$18M	-4%	35k	522.59	View chart
Cisco Sys Stock (CSCO)	0.7	$18M		228k	77.03	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$17M	+20%	26k	660.08	View chart
Paccar Stock (PCAR)	0.6	$16M		146k	109.51	View chart
Cme Group Stock (CME)	0.6	$16M		57k	273.08	View chart
Palo Alto Networks Stock (PANW)	0.6	$15M	+5%	79k	184.20	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$14M	-4%	23k	614.30	View chart
International Business Machs Stock (IBM)	0.6	$14M	-3%	47k	296.21	View chart
Applied Matls Stock (AMAT)	0.6	$14M	-10%	54k	256.99	View chart
Chevron Corp Stock (CVX)	0.5	$14M	+6%	90k	152.41	View chart
Pnc Finl Svcs Group Stock (PNC)	0.5	$13M		64k	208.73	View chart
Netflix Stock (NFLX)	0.5	$13M	+1017%	139k	93.76	View chart
Lockheed Martin Corp Stock (LMT)	0.5	$13M	-3%	27k	483.67	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.5	$13M		427k	29.61	View chart
Truist Finl Corp Stock (TFC)	0.5	$13M		254k	49.21	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.5	$12M	+3%	27k	453.36	View chart
Medtronic Stock (MDT)	0.5	$12M		127k	96.06	View chart
Mastercard Incorporated Cl A Stock (MA)	0.5	$12M	+4%	21k	570.89	View chart
Prudential Finl Stock (PRU)	0.5	$12M	+2%	106k	112.88	View chart
Duke Energy Corp Stock (DUK)	0.5	$12M	+2%	102k	117.21	View chart
Costco Wholesale Corporation Stock (COST)	0.5	$12M	+4%	14k	862.32	View chart
Broadcom Stock (AVGO)	0.5	$12M	+18%	34k	346.10	View chart
Mercadolibre Stock (MELI)	0.5	$12M	+5%	5.8k	2014.26	View chart
Pfizer Stock (PFE)	0.5	$12M		470k	24.90	View chart
Kinder Morgan Inc Del Stock (KMI)	0.5	$12M		421k	27.49	View chart
Procter & Gamble Stock (PG)	0.5	$12M	+3%	80k	143.31	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$11M		35k	322.22	View chart
Verizon Communications Stock (VZ)	0.5	$11M		276k	40.73	View chart
Insulet Corp Stock (PODD)	0.5	$11M	+15%	40k	284.24	View chart
Walmart Stock (WMT)	0.4	$11M		98k	111.41	View chart
Eli Lilly & Co Stock (LLY)	0.4	$11M	-6%	10k	1074.72	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.4	$11M	-6%	10k	1069.86	View chart
Digital Rlty Tr Reit (DLR)	0.4	$11M		70k	154.71	View chart
Johnson & Johnson Stock (JNJ)	0.4	$11M	-3%	51k	206.95	View chart
General Dynamics Corp Stock (GD)	0.4	$10M		31k	336.66	View chart
Emerson Elec Stock (EMR)	0.4	$9.8M		74k	132.72	View chart
Goldman Sachs Group Stock (GS)	0.4	$9.7M		11k	878.97	View chart
Home Depot Stock (HD)	0.4	$9.6M	+4%	28k	344.09	View chart
Schwab International Equity Etf Etf (SCHF)	0.4	$9.3M		385k	24.04	View chart
Intuitive Surgical Stock (ISRG)	0.4	$9.2M	-2%	16k	566.36	View chart
Old Rep Intl Corp Stock (ORI)	0.4	$9.1M	-2%	200k	45.64	View chart
Philip Morris Intl Stock (PM)	0.4	$9.0M	+511%	56k	160.40	View chart
Hewlett Packard Enterprise Stock (HPE)	0.4	$8.7M	+73735%	364k	24.02	View chart
Simon Ppty Group Reit (SPG)	0.3	$8.4M		46k	185.11	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.3	$8.3M	-24%	52k	160.97	View chart
Gilead Sciences Stock (GILD)	0.3	$8.2M		67k	122.74	View chart
Quanta Svcs Stock (PWR)	0.3	$8.0M		19k	422.06	View chart
Boston Scientific Corp Stock (BSX)	0.3	$7.9M	+22%	83k	95.35	View chart
Dominion Energy Stock (D)	0.3	$7.9M		134k	58.59	View chart
Autodesk Stock (ADSK)	0.3	$7.8M	+27521%	27k	296.01	View chart
Uber Technologies Stock (UBER)	0.3	$7.7M	+2%	95k	81.71	View chart
Target Corp Stock (TGT)	0.3	$7.6M		78k	97.75	View chart
Williams Cos Stock (WMB)	0.3	$7.6M		127k	60.11	View chart
Republic Svcs Stock (RSG)	0.3	$7.6M	+20%	36k	211.93	View chart
Emcor Group Stock (EME)	0.3	$7.6M	+44410%	13k	611.79	View chart
Blackrock Stock (BLK)	0.3	$7.6M		7.1k	1070.32	View chart
At&t Stock (T)	0.3	$7.5M	+2%	301k	24.84	View chart
Intuit Stock (INTU)	0.3	$7.4M	+57%	11k	662.42	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.3	$7.4M	+33268%	33k	223.23	View chart
Synopsys Stock (SNPS)	0.3	$7.2M	+11%	15k	469.72	View chart
Automatic Data Processing Stock (ADP)	0.3	$7.0M	+2%	27k	257.23	View chart
Vici Pptys Reit (VICI)	0.3	$7.0M	+10%	249k	28.12	View chart
Dte Energy Stock (DTE)	0.3	$7.0M		54k	128.98	View chart
Pulte Group Stock (PHM)	0.3	$6.8M	-19%	58k	117.26	View chart
Stryker Corporation Stock (SYK)	0.3	$6.6M	+3%	19k	351.48	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.3	$6.3M	+47%	41k	153.02	View chart
Kla Corp Stock (KLAC)	0.2	$5.9M	-2%	4.9k	1214.99	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.2	$5.8M		250k	23.37	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$5.8M		17k	335.27	View chart
Coca Cola Stock (KO)	0.2	$5.7M	+23%	81k	69.91	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.2	$5.6M	-69%	111k	50.58	View chart
Amgen Stock (AMGN)	0.2	$5.5M		17k	327.32	View chart
Ametek Stock (AME)	0.2	$5.2M		26k	205.31	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$5.0M	+10240%	8.7k	579.46	View chart
Analog Devices Stock (ADI)	0.2	$5.0M	-36%	18k	271.20	View chart
Vanguard Core Bond Etf Etf (VCRB)	0.2	$4.7M	+7%	61k	77.89	View chart
Invesco S&p 500 Equal Weight Utilities Etf Etf (RSPU)	0.2	$4.5M	+57%	60k	74.78	View chart
Xcel Energy Stock (XEL)	0.2	$4.5M		61k	73.86	View chart
Resmed Stock (RMD)	0.2	$4.3M	+2%	18k	240.87	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.2	$4.0M		123k	32.75	View chart
Franklin U.s Core Bond Etf Etf (FLCB)	0.2	$4.0M	+6%	185k	21.62	View chart
American Tower Corp Reit (AMT)	0.2	$3.8M	-61%	22k	175.57	View chart
Tempus Ai Inc Cl A Stock (TEM)	0.1	$3.5M	+365087%	58k	59.05	View chart
Royal Bk Cda Stock (RY)	0.1	$3.4M		20k	170.49	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$3.1M		6.6k	473.32	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$3.0M	+4%	41k	71.45	View chart
Spdr Gold Shares Etf (GLD)	0.1	$2.6M	+5%	6.5k	396.31	View chart
Oracle Corp Stock (ORCL)	0.1	$2.3M		12k	194.92	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$2.2M	+15%	15k	148.69	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.1	$2.1M	-92%	42k	50.58	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$2.1M	-2%	14k	148.98	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.1	$2.0M		41k	47.85	View chart
Altria Group Stock (MO)	0.1	$1.9M		33k	57.66	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.8M	-4%	2.6k	684.82	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$1.8M	+58%	3.6k	487.82	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$1.5M		59k	26.23	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$1.4M	-2%	4.3k	313.79	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.3M	+2%	1.7k	753.71	View chart
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL)	0.1	$1.3M	-2%	18k	69.33	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.3M	+3%	8.7k	143.53	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.0	$1.2M	+80%	1.8k	681.87	View chart
Novo-nordisk A S Call Call Option	0.0	$1.2M	NEW	13k	96.25	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$1.0M	-10%	37k	27.43	View chart
Bank Nova Scotia Halifax Stock (BNS)	0.0	$1.0M	+2%	14k	73.69	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$994k		4.7k	210.34	View chart
Roper Technologies Stock (ROP)	0.0	$988k	-79%	2.2k	445.12	View chart
Abbvie Stock (ABBV)	0.0	$981k	+12%	4.3k	228.49	View chart
Caterpillar Stock (CAT)	0.0	$954k	-3%	1.7k	572.88	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$940k		31k	30.07	View chart
Ishares Silver Trust Etf (SLV)	0.0	$931k	+23%	15k	64.42	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$922k	-31%	29k	32.06	View chart
Ishares Gold Trust Etf (IAU)	0.0	$900k		11k	81.17	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$875k	+8%	13k	66.00	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$854k	-7%	1.7k	502.65	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$794k		6.5k	121.75	View chart
Schwab High Yield Bond Etf Etf (SCYB)	0.0	$766k		29k	26.42	View chart
Merck & Co Stock (MRK)	0.0	$756k	+16%	7.2k	105.26	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$754k		2.0k	373.37	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$750k		5.6k	133.49	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$728k	-5%	4.1k	177.75	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$726k	+147%	1.3k	570.35	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.0	$720k	+2%	8.3k	86.25	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$699k	-21%	5.8k	121.61	View chart
Eaton Corp Stock (ETN)	0.0	$687k	-14%	2.2k	318.58	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$670k	-33%	3.4k	198.60	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$659k	-24%	6.6k	100.39	View chart
Vanguard Value Etf Etf (VTV)	0.0	$633k		3.3k	190.97	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$631k		2.8k	224.67	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$618k	+3%	5.1k	120.19	View chart
Adobe Stock (ADBE)	0.0	$593k		1.7k	349.99	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$593k	-13%	2.8k	209.15	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.0	$584k		11k	53.06	View chart
Advanced Micro Devices Stock (AMD)	0.0	$576k	-4%	2.7k	214.16	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$571k	+80%	4.4k	129.15	View chart
Colgate Palmolive Stock (CL)	0.0	$563k		7.1k	79.02	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$560k	-2%	5.9k	95.09	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$554k	-36%	7.5k	73.48	View chart
Blackstone Stock (BX)	0.0	$549k	+17%	3.6k	154.14	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.0	$535k		12k	45.51	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$528k	+4%	4.6k	113.92	View chart
Graniteshares 2x Long Nvda Daily Etf Etf (NVDL)	0.0	$528k	NEW	6.0k	88.01	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$525k	+27%	5.3k	99.88	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$519k		9.7k	53.37	View chart
Tesla Stock (TSLA)	0.0	$513k	-61%	1.1k	449.64	View chart
Mcdonalds Corp Stock (MCD)	0.0	$510k	+2%	1.7k	305.63	View chart
Tg Therapeutics Stock (TGTX)	0.0	$500k	NEW	17k	29.81	View chart
Pepsico Stock (PEP)	0.0	$496k	-7%	3.5k	143.51	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$492k	+6%	7.3k	67.22	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$486k		8.6k	56.81	View chart
Rtx Corporation Stock (RTX)	0.0	$479k		2.6k	183.40	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$464k	+2%	11k	44.34	View chart
Halliburton Stock (HAL)	0.0	$461k		16k	28.26	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$460k	-8%	1.5k	303.89	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$454k		4.6k	99.53	View chart
Lowes Cos Stock (LOW)	0.0	$452k		1.9k	241.16	View chart
Cummins Stock (CMI)	0.0	$450k	-8%	882.00	510.33	View chart
Deere & Co Stock (DE)	0.0	$442k		949.00	465.57	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$438k	-26%	3.6k	123.25	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$428k	-15%	914.00	468.76	View chart
Boeing Stock (BA)	0.0	$427k	+20%	2.0k	217.15	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$412k	+5%	2.2k	191.55	View chart
Invesco Total Return Bond Etf Etf (GTO)	0.0	$410k	+11%	8.7k	47.42	View chart
Enbridge Stock (ENB)	0.0	$408k		8.5k	47.83	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$400k	+77%	4.9k	82.32	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$398k		660.00	603.28	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$398k		1.4k	290.29	View chart
Qualcomm Stock (QCOM)	0.0	$385k	+15%	2.3k	171.02	View chart
Constellation Energy Corp Stock (CEG)	0.0	$381k		1.1k	353.38	View chart
Direxion Daily Semiconductor Bull 3x Shares Etf (SOXL)	0.0	$379k	+200%	9.0k	42.03	View chart
Regions Financial Corp Stock (RF)	0.0	$360k		13k	27.10	View chart
Spdr S&p 500 Etf Tr Call Call Option	0.0	$341k	NEW	500.00	681.92	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$332k	-3%	1.5k	219.81	View chart
Hershey Stock (HSY)	0.0	$330k		1.8k	181.99	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$330k	+22%	3.7k	89.47	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$326k	-7%	7.4k	44.17	View chart
Occidental Pete Corp Stock (OXY)	0.0	$326k		7.9k	41.12	View chart
American Elec Pwr Stock (AEP)	0.0	$326k	+43%	2.8k	115.30	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$325k		3.9k	82.95	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$324k		7.9k	41.22	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$322k		4.0k	80.30	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$320k	-46%	19k	16.49	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$320k		3.0k	106.69	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$316k	+30%	3.5k	91.38	View chart
Micron Technology Stock (MU)	0.0	$315k	+26%	1.1k	285.42	View chart
Cheniere Energy Stock (LNG)	0.0	$314k	+3134%	1.6k	194.39	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.0	$311k		6.4k	48.66	View chart
Bank Montreal Que Stock (BMO)	0.0	$309k	+8%	2.4k	129.79	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.0	$304k		6.2k	49.14	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$300k	+23%	1.2k	246.22	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$295k	-10%	1.1k	257.96	View chart
Welltower Reit (WELL)	0.0	$291k		1.6k	185.61	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$288k	-3%	3.7k	77.88	View chart
Bar Hbr Bankshares Stock (BHB)	0.0	$287k		9.3k	31.05	View chart
Petroleo Brasileiro Sa Petrobr Sp Adr Non Vtg Adr (PBR.A)	0.0	$285k		25k	11.27	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$285k	-24%	943.00	302.19	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$284k	-2%	11k	26.91	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$284k	+268%	1.8k	162.01	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$281k	+43%	2.1k	136.94	View chart
Barrick Mng Corp Stock (B)	0.0	$281k	+3%	6.4k	43.55	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$276k		3.2k	85.77	View chart
Lam Research Corp Stock (LRCX)	0.0	$275k		1.6k	171.20	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$269k	+4%	5.7k	47.02	View chart
Henry Jack & Assoc Stock (JKHY)	0.0	$267k		1.5k	182.48	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$266k	-18%	3.6k	73.63	View chart
Starbucks Corp Stock (SBUX)	0.0	$265k	+13%	3.1k	84.20	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$264k		837.00	314.80	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$261k	+88%	3.8k	69.41	View chart
Motorola Solutions Stock (MSI)	0.0	$260k		678.00	383.07	View chart
British Amern Tob Adr (BTI)	0.0	$258k		4.5k	56.62	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$251k		840.00	298.38	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$248k		3.1k	79.83	View chart
American Express Stock (AXP)	0.0	$247k	-2%	667.00	369.83	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$243k	+11%	3.6k	68.36	View chart
Corning Stock (GLW)	0.0	$240k	+61%	2.7k	87.54	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$239k		1.9k	125.92	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$237k	-7%	1.8k	131.59	View chart
Salesforce Stock (CRM)	0.0	$236k	-98%	892.00	265.04	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$231k		481.00	480.51	View chart
Kkr & Co Stock (KKR)	0.0	$231k		1.8k	127.48	View chart
Invesco Ultra Short Duration Etf Etf (GSY)	0.0	$228k		4.5k	50.25	View chart
Zions Bancorporation N A Stock (ZION)	0.0	$226k	+1092%	3.9k	58.54	View chart
Yum Brands Stock (YUM)	0.0	$223k		1.5k	151.31	View chart
Us Bancorp Del Stock (USB)	0.0	$217k	-26%	4.1k	53.36	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$215k		2.4k	89.21	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$212k		1.2k	177.37	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$209k	+27%	2.3k	90.00	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$209k		3.9k	53.76	View chart

Past Filings by Bogart Wealth

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

Bogart Wealth 2025 Q4 filed Jan. 30, 2026
Bogart Wealth 2025 Q3 filed Oct. 27, 2025
Bogart Wealth 2025 Q2 filed July 30, 2025
Bogart Wealth 2025 Q1 filed May 2, 2025
Bogart Wealth 2024 Q4 filed Jan. 30, 2025
Bogart Wealth 2024 Q3 filed Oct. 23, 2024
Bogart Wealth 2024 Q2 filed July 31, 2024
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z