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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, QUAL, BND, ACWI, and represent 27.29% of Bogart Wealth's stock portfolio.
Added to shares of these 10 stocks: JAAA (+$52M), FNDE (+$29M), QQQM (+$25M), Blackrock (+$15M), AVGO (+$15M), AMT (+$7.0M), Te Connectivity (+$6.7M), GOOGL (+$6.5M), NICE (+$5.8M), PWR.
Started 84 new stock positions in CE, VGM, TNL, POWI, OILU, INGR, UMBF, PFXF, CODI, Te Connectivity.
Reduced shares in these 10 stocks: VXUS (-$24M), BND (-$24M), IEF (-$21M), IQLT (-$20M), , QSR (-$9.4M), NKE (-$7.2M), , SBUX, TROW.
Sold out of its positions in ASTS, ASAN, ASND, BODI, BNGO, BLK, ONCO, EAT, CHRW, GOEV.
Bogart Wealth was a net buyer of stock by $42M.
Bogart Wealth has $2.1B in assets under management (AUM), dropping by 7.55%.
Central Index Key (CIK): 0001715740

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Portfolio Holdings for Bogart Wealth

Bogart Wealth holds 1146 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Bogart Wealth has 1146 total positions. Only the first 250 positions are shown.

Sign up to view all of the Bogart Wealth Sept. 30, 2024 positions
Download the Bogart Wealth September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Exxon Mobil Corp Stock (XOM)	7.0	$149M		1.3M	117.22	View chart
Vanguard S&p 500 Etf Etf (VOO)	6.1	$128M		243k	527.67	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	5.2	$110M		614k	179.30	View chart
Vanguard Total Bond Market Etf Etf (BND)	5.0	$106M	-18%	1.4M	75.11	View chart
Ishares Msci Acwi Etf Etf (ACWI)	4.0	$84M		698k	119.55	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	3.0	$63M	-23%	1.5M	41.49	View chart
Victoryshares Core Intermediate Bond Etf Etf (UITB)	2.9	$62M		1.3M	47.93	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	2.9	$62M	-25%	628k	98.12	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	2.8	$60M	+92%	1.9M	32.27	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	2.5	$53M		846k	62.69	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	2.5	$52M	+9522%	1.0M	50.88	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	2.3	$49M	+2%	740k	66.03	View chart
Vanguard Total International Stock Etf Etf (VXUS)	2.2	$47M	-34%	721k	64.74	View chart
Capital Group Dividend Value Etf Etf (CGDV)	2.1	$45M		1.2M	36.44	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	2.0	$43M	+3%	890k	48.24	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	1.9	$41M	+3%	397k	102.58	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	1.9	$40M	+8%	711k	55.70	View chart
Apple Stock (AAPL)	1.4	$29M		125k	233.00	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	1.3	$28M	+803%	138k	200.85	View chart
Microsoft Corp Stock (MSFT)	1.3	$27M		62k	430.30	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$18M	+54%	110k	165.85	View chart
Visa Inc Com Cl A Stock (V)	0.8	$16M	+2%	58k	274.95	View chart
Broadcom Stock (AVGO)	0.7	$16M	+1148%	92k	172.50	View chart
Amazon Stock (AMZN)	0.7	$15M		81k	186.33	View chart
Blackrock Stock	0.7	$15M	NEW	16k	949.54	View chart
Nvidia Corporation Stock (NVDA)	0.7	$15M	+3%	120k	121.44	View chart
International Business Machs Stock (IBM)	0.7	$15M	-12%	66k	221.08	View chart
Caterpillar Stock (CAT)	0.7	$15M	-6%	37k	391.12	View chart
Cme Group Stock (CME)	0.7	$14M	+10%	65k	220.65	View chart
Paccar Stock (PCAR)	0.7	$14M	+21%	140k	98.68	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$14M		24k	572.44	View chart
Netflix Stock (NFLX)	0.6	$14M		19k	709.27	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.6	$13M		123k	104.18	View chart
Salesforce Stock (CRM)	0.6	$13M		47k	273.71	View chart
Palo Alto Networks Stock (PANW)	0.6	$13M		37k	341.80	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.6	$12M	+2%	150k	80.37	View chart
Lockheed Martin Corp Stock (LMT)	0.5	$12M	-11%	20k	584.57	View chart
At&t Stock (T)	0.5	$11M		520k	22.00	View chart
Chevron Corp Stock (CVX)	0.5	$11M	+15%	76k	147.27	View chart
Pepsico Stock (PEP)	0.5	$11M	+10%	65k	170.05	View chart
Procter And Gamble Stock (PG)	0.5	$11M		64k	173.20	View chart
Digital Rlty Tr Reit (DLR)	0.5	$11M		68k	161.83	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$11M	+3%	23k	488.07	View chart
Duke Energy Corp Stock (DUK)	0.5	$11M	-11%	95k	115.30	View chart
Mercadolibre Stock (MELI)	0.5	$11M		5.3k	2051.96	View chart
Cisco Sys Stock (CSCO)	0.5	$11M		202k	53.22	View chart
Schwab International Equity Etf Etf (SCHF)	0.5	$10M	-9%	253k	41.12	View chart
Pnc Finl Svcs Group Stock (PNC)	0.5	$10M	-19%	56k	184.85	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.5	$10M		239k	41.77	View chart
Home Depot Stock (HD)	0.5	$9.9M		25k	405.20	View chart
Applied Matls Stock (AMAT)	0.5	$9.8M		48k	202.05	View chart
Danaher Corporation Stock (DHR)	0.4	$9.4M		34k	278.02	View chart
Costco Whsl Corp Stock (COST)	0.4	$9.3M		11k	886.53	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$9.2M		19k	493.80	View chart
Uber Technologies Stock (UBER)	0.4	$9.1M	+2%	122k	75.16	View chart
Walmart Stock (WMT)	0.4	$9.1M	-12%	113k	80.75	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.4	$8.9M		19k	465.08	View chart
S&p Global Stock (SPGI)	0.4	$8.8M	-13%	17k	516.63	View chart
Emerson Elec Stock (EMR)	0.4	$8.7M	+19%	80k	109.37	View chart
Iqvia Hldgs Stock (IQV)	0.4	$8.7M	+80%	37k	236.97	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$8.1M	-11%	38k	210.86	View chart
Gilead Sciences Stock (GILD)	0.4	$7.8M		93k	83.84	View chart
Automatic Data Processing Stock (ADP)	0.4	$7.5M		27k	276.73	View chart
Williams Cos Stock (WMB)	0.4	$7.4M		162k	45.65	View chart
Old Rep Intl Corp Stock (ORI)	0.3	$7.4M		209k	35.42	View chart
Prudential Finl Stock (PRU)	0.3	$7.3M		60k	121.10	View chart
Mcdonalds Corp Stock (MCD)	0.3	$7.3M	-17%	24k	304.52	View chart
Roper Technologies Stock (ROP)	0.3	$7.2M		13k	556.44	View chart
Truist Finl Corp Stock (TFC)	0.3	$7.2M		168k	42.77	View chart
American Tower Corp Reit (AMT)	0.3	$7.0M	+249900%	30k	232.56	View chart
Franklin U.s Core Bond Etf Etf (FLCB)	0.3	$7.0M	+7%	317k	22.01	View chart
Pfizer Stock (PFE)	0.3	$6.9M		240k	28.94	View chart
Unitedhealth Group Stock (UNH)	0.3	$6.8M		12k	584.68	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.3	$6.8M		92k	73.67	View chart
Republic Svcs Stock (RSG)	0.3	$6.8M		34k	200.84	View chart
Merck & Co Stock (MRK)	0.3	$6.7M		59k	113.56	View chart
Te Connectivity Plc Ord Stock	0.3	$6.7M	NEW	44k	150.99	View chart
Adobe Stock (ADBE)	0.3	$6.7M		13k	517.78	View chart
Goldman Sachs Group Stock (GS)	0.3	$6.7M		14k	495.11	View chart
Metlife Stock (MET)	0.3	$6.7M		81k	82.48	View chart
Shopify Inc Cl A Stock (SHOP)	0.3	$6.6M	-10%	82k	80.14	View chart
Pulte Group Stock (PHM)	0.3	$6.6M	+44%	46k	143.53	View chart
Amgen Stock (AMGN)	0.3	$6.5M		20k	322.22	View chart
Coca Cola Stock (KO)	0.3	$6.4M	-6%	89k	71.86	View chart
Zoetis Inc Cl A Stock (ZTS)	0.3	$6.4M		33k	195.38	View chart
Texas Instrs Stock (TXN)	0.3	$6.3M		31k	206.57	View chart
Analog Devices Stock (ADI)	0.3	$6.3M		27k	230.17	View chart
General Dynamics Corp Stock (GD)	0.3	$6.0M		20k	302.19	View chart
Nice Adr (NICE)	0.3	$5.8M	NEW	33k	173.67	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.3	$5.8M		121k	47.52	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$5.6M		20k	283.16	View chart
Johnson & Johnson Stock (JNJ)	0.2	$5.2M		32k	162.06	View chart
Xcel Energy Stock (XEL)	0.2	$4.8M		73k	65.30	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$4.4M	+8%	67k	65.99	View chart
Nextera Energy Stock (NEE)	0.2	$4.4M		52k	84.53	View chart
Quanta Svcs Stock (PWR)	0.2	$4.4M	+486600%	15k	298.15	View chart
Ross Stores Stock (ROST)	0.2	$4.1M	+18242%	27k	150.51	View chart
Stryker Corporation Stock (SYK)	0.2	$4.1M		11k	361.27	View chart
Kla Corp Stock (KLAC)	0.2	$4.0M	-2%	5.1k	774.43	View chart
Honeywell Intl Stock (HON)	0.2	$3.9M		19k	206.71	View chart
Ametek Stock (AME)	0.2	$3.8M	+2%	22k	171.71	View chart
Columbia Research Enhanced Core Etf Etf (RECS)	0.2	$3.6M	NEW	107k	33.91	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$3.2M	-2%	109k	29.18	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.1	$2.9M	+6%	23k	127.25	View chart
Spdr S&p Homebuilders Etf Etf (XHB)	0.1	$2.9M	+5%	23k	124.56	View chart
Royal Bk Cda Stock (RY)	0.1	$2.5M		20k	124.73	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$2.3M		6.2k	375.38	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$2.2M	+5%	9.1k	245.45	View chart
Invesco S&p Smallcap Industrials Etf Etf (PSCI)	0.1	$2.2M	+6%	17k	132.30	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$2.1M		41k	51.50	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.1	$1.9M	+16%	39k	48.59	View chart
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.1	$1.9M	+7%	73k	25.75	View chart
Oracle Corp Stock (ORCL)	0.1	$1.9M		11k	170.41	View chart
Altria Group Stock (MO)	0.1	$1.7M	-31%	33k	51.04	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$1.6M	+10%	13k	125.62	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$1.5M	-68%	12k	126.18	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$1.5M	-4%	22k	66.52	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.4M		17k	83.09	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.4M	+2%	2.4k	576.93	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.2M		41k	29.11	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.2M		9.0k	128.20	View chart
Philip Morris Intl Stock (PM)	0.1	$1.1M	-19%	9.2k	121.39	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$1.1M		17k	65.95	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.1M		4.5k	243.06	View chart
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL)	0.1	$1.1M		19k	58.15	View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	0.0	$931k		25k	36.92	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$925k		1.6k	586.69	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$902k	+5%	4.8k	189.80	View chart
Eaton Corp Stock (ETN)	0.0	$901k		2.7k	331.50	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$880k	+30%	1.9k	460.26	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$831k		8.7k	95.75	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$796k	-7%	2.1k	384.01	View chart
Verizon Communications Stock (VZ)	0.0	$786k		18k	44.91	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$775k	+403%	15k	52.86	View chart
Colgate Palmolive Stock (CL)	0.0	$748k		7.2k	103.81	View chart
Abbvie Stock (ABBV)	0.0	$735k	-2%	3.7k	197.48	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$732k	+18%	8.7k	84.17	View chart
Bank Nova Scotia Halifax Stock (BNS)	0.0	$728k		13k	54.49	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$638k		6.6k	96.51	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$625k		14k	45.65	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.0	$624k		8.1k	76.70	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$617k		7.2k	85.54	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$617k		5.6k	109.91	View chart
Tesla Stock (TSLA)	0.0	$608k	+80%	2.3k	261.63	View chart
Vanguard Value Etf Etf (VTV)	0.0	$588k	+3%	3.4k	174.58	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$562k	+6%	3.1k	182.02	View chart
Ishares Gold Trust Etf (IAU)	0.0	$537k		11k	49.70	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$520k	-11%	5.2k	100.72	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$511k	+31%	1.6k	314.42	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$497k		873.00	569.66	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.0	$490k	-4%	11k	44.90	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$490k		2.8k	174.50	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$485k		4.1k	118.83	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$474k		7.6k	62.32	View chart
Advanced Micro Devices Stock (AMD)	0.0	$469k	+26%	2.9k	164.08	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.0	$463k	-6%	807.00	574.08	View chart
Lowes Cos Stock (LOW)	0.0	$461k		1.7k	270.79	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$461k		1.9k	237.25	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$460k	-12%	2.8k	167.19	View chart
Blackstone Stock (BX)	0.0	$460k		3.0k	153.13	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$457k	-25%	8.7k	52.81	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$449k	-2%	4.2k	107.64	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$445k		10k	44.46	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$436k		1.7k	263.29	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$417k	+2%	4.1k	101.27	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$416k		10k	40.70	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.0	$411k		11k	37.70	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$401k		5.1k	78.37	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$392k		4.4k	89.36	View chart
Deere & Co Stock (DE)	0.0	$390k		934.00	417.33	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$384k		24k	16.05	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$381k		1.9k	197.22	View chart
Oneok Stock (OKE)	0.0	$377k		4.1k	91.14	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$369k	+15%	10k	36.41	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$368k		1.4k	267.42	View chart
Enbridge Stock (ENB)	0.0	$366k		9.0k	40.61	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$363k	+2%	6.3k	57.41	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$347k	+3%	1.3k	263.83	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$340k		4.0k	84.53	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$332k	+488%	4.0k	82.93	View chart
Old Dominion Freight Line Stock (ODFL)	0.0	$315k		1.6k	198.64	View chart
Eli Lilly & Co Stock (LLY)	0.0	$315k	+2%	355.00	886.24	View chart
Ishares Silver Trust Etf (SLV)	0.0	$312k		11k	28.41	View chart
Regions Financial Corp Stock (RF)	0.0	$308k		13k	23.33	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.0	$304k		6.2k	49.04	View chart
Hershey Stock (HSY)	0.0	$298k		1.6k	191.77	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.0	$290k		6.3k	45.70	View chart
Rtx Corporation Stock (RTX)	0.0	$287k		2.4k	121.16	View chart
General Mls Stock (GIS)	0.0	$285k		3.9k	73.85	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$284k	+2%	7.8k	36.49	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.0	$278k		5.8k	47.53	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$268k		5.7k	47.13	View chart
Dominion Energy Stock (D)	0.0	$263k	-6%	4.5k	57.79	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$260k	+33%	1.5k	173.67	View chart
Henry Jack & Assoc Stock (JKHY)	0.0	$256k		1.5k	176.54	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$254k		1.3k	200.78	View chart
Starbucks Corp Stock (SBUX)	0.0	$238k	-95%	2.4k	97.47	View chart
Us Bancorp Del Stock (USB)	0.0	$235k		5.1k	45.73	View chart
Kkr & Co Stock (KKR)	0.0	$234k		1.8k	130.58	View chart
Disney Walt Stock (DIS)	0.0	$231k	+11%	2.4k	96.21	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$228k	+48%	1.3k	179.14	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$226k	-18%	1.3k	167.67	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$226k		1.8k	122.47	View chart
Invesco Ultra Short Duration Etf Etf (GSY)	0.0	$226k		4.5k	50.18	View chart
Brighthouse Finl Stock (BHF)	0.0	$219k	+2%	214k	1.02	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$219k		840.00	260.07	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$213k	-20%	2.9k	72.97	View chart
Pimco 15 Year Us Tips Index Exchange-traded Fund Etf (LTPZ)	0.0	$210k		3.6k	57.75	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$210k	+2%	1.8k	116.97	View chart
Keycorp Stock (KEY)	0.0	$204k	-19%	12k	16.75	View chart
Yum Brands Stock (YUM)	0.0	$203k		1.5k	139.72	View chart
American Elec Pwr Stock (AEP)	0.0	$200k	+4%	1.9k	102.58	View chart
Bank Montreal Que Stock (BMO)	0.0	$199k		2.2k	90.20	View chart
Welltower Reit (WELL)	0.0	$195k		1.5k	128.03	View chart
Boeing Stock (BA)	0.0	$194k	-5%	1.3k	152.08	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$189k	+60%	2.1k	91.81	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$189k	+18%	2.4k	78.05	View chart
Motorola Solutions Stock (MSI)	0.0	$188k		419.00	449.63	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$187k	+15%	3.2k	57.62	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$184k		2.4k	76.60	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$183k		3.5k	51.75	View chart
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV)	0.0	$182k		1.1k	169.23	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$181k	+25%	3.8k	47.84	View chart
3M Stock (MMM)	0.0	$179k	-11%	1.3k	136.69	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$174k		2.0k	86.83	View chart
Microchip Technology Stock (MCHP)	0.0	$173k		2.2k	80.30	View chart
American Express Stock (AXP)	0.0	$172k		636.00	271.01	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$171k	+193%	1.6k	108.63	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$169k		8.4k	20.27	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$167k		843.00	198.16	View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH)	0.0	$167k		5.2k	32.23	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.0	$166k		2.3k	72.17	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$163k	-6%	581.00	280.47	View chart
Intel Corp Stock (INTC)	0.0	$160k	-15%	6.8k	23.46	View chart
Realty Income Corp Reit (O)	0.0	$158k		2.5k	63.42	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.0	$157k	+14%	6.2k	25.53	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.0	$157k	+14%	6.4k	24.37	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$156k		2.6k	61.11	View chart
Wisdomtree Cybersecurity Fund Etf (WCBR)	0.0	$156k	-45%	6.1k	25.44	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.0	$156k	+14%	6.4k	24.30	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$156k	+4%	2.3k	67.84	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.0	$155k	+14%	6.2k	25.10	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$154k	+4%	1.3k	118.54	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.0	$154k		3.3k	46.91	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.0	$153k	+15%	6.5k	23.51	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.0	$152k	+1700%	900.00	168.60	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$150k		3.6k	41.28	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$148k	-16%	2.0k	73.44	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$148k	+12%	1.7k	88.13	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.0	$148k		2.9k	50.45	View chart

Past Filings by Bogart Wealth

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

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
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

View all past filings

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