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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, ACWI, BND, CGDV, and represent 27.55% of Bogart Wealth's stock portfolio.
Added to shares of these 10 stocks: VEA (+$43M), ACWI (+$17M), AVGO (+$11M), ABBV (+$8.3M), MCK (+$7.3M), MU (+$6.9M), IBM (+$6.0M), IGV, HPE, DTE.
Started 332 new stock positions in ESI, Great Lakes Dredge & Dock Corporation, TTC, ETHT, PRMB, LCII, SLF, FRHC, AKR, CRS.
Reduced shares in these 10 stocks: XOM (-$29M), PRU (-$10M), GS (-$9.0M), AMAT (-$6.7M), LMT (-$6.7M), CVX (-$5.5M), JAAA (-$5.2M), BSX (-$5.2M), BND, RSPU.
Sold out of its positions in ANF, LIDR, COLD, BUD, APLD, ATR, AstraZeneca, BHB, BRBR, BLKB.
Bogart Wealth was a net buyer of stock by $71M.
Bogart Wealth has $2.6B in assets under management (AUM), dropping by 4.13%.
Central Index Key (CIK): 0001715740

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Portfolio Holdings for Bogart Wealth

Bogart Wealth holds 1823 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Bogart Wealth has 1823 total positions. Only the first 250 positions are shown.

Sign up to view all of the Bogart Wealth March 31, 2026 positions
Download the Bogart Wealth March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Exxon Mobil Corp Stock (XOM)	8.0	$206M	-12%	1.2M	169.66	View chart
Vanguard S&p 500 Etf Etf (VOO)	5.8	$150M		251k	597.55	View chart
Ishares Msci Acwi Etf Etf (ACWI)	5.5	$143M	+13%	1.0M	138.37	View chart
Vanguard Total Bond Market Etf Etf (BND)	4.4	$114M	-4%	1.5M	73.64	View chart
Capital Group Dividend Value Etf Etf (CGDV)	3.9	$102M		2.4M	42.54	View chart
Victoryshares Core Intermediate Bond Etf Etf (UITB)	3.7	$97M	+3%	2.1M	47.02	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	3.6	$92M		1.2M	75.74	View chart
Columbia Research Enhanced Core Etf Etf (RECS)	3.4	$89M	+2%	2.3M	38.98	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	2.8	$74M	+3%	1.6M	47.08	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	2.7	$71M		1.9M	38.26	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	2.4	$63M		267k	237.62	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	2.3	$60M	+2%	1.1M	54.55	View chart
Vanguard Total International Stock Etf Etf (VXUS)	2.1	$56M		722k	77.11	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	1.9	$50M	+3%	528k	95.44	View chart
Global X Adaptive U.s. Factor Etf Etf (AUSF)	1.8	$47M		968k	48.35	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.6	$43M	+22129%	667k	64.08	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	1.3	$35M		433k	80.58	View chart
Apple Stock (AAPL)	1.3	$34M		135k	253.79	View chart
Nvidia Corporation Stock (NVDA)	1.1	$30M	+6%	169k	174.40	View chart
Microsoft Corp Stock (MSFT)	1.0	$27M	+17%	73k	370.17	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.0	$26M		91k	287.56	View chart
Broadcom Stock (AVGO)	0.8	$22M	+106%	71k	309.51	View chart
Amazon Stock (AMZN)	0.7	$18M		87k	208.27	View chart
Cisco Sys Stock (CSCO)	0.7	$18M		231k	77.59	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.7	$18M	+7%	603k	29.13	View chart
International Business Machs Stock (IBM)	0.7	$17M	+52%	72k	242.39	View chart
Cme Group Stock (CME)	0.7	$17M	+2%	59k	295.35	View chart
Palo Alto Networks Stock (PANW)	0.6	$16M	+28%	102k	160.32	View chart
Visa Inc Com Cl A Stock (V)	0.6	$16M	-23%	51k	302.24	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$15M		27k	572.13	View chart
Netflix Stock (NFLX)	0.6	$15M	+14%	159k	96.15	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.6	$15M	+14%	12k	1320.83	View chart
S&p Global Stock (SPGI)	0.6	$15M	+2%	36k	425.34	View chart
Verizon Communications Stock (VZ)	0.6	$15M	+4%	289k	50.20	View chart
Kinder Morgan Inc Del Stock (KMI)	0.6	$14M	+2%	431k	33.53	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$14M	+4%	25k	577.19	View chart
Duke Energy Corp Stock (DUK)	0.5	$14M	+4%	106k	130.94	View chart
Pfizer Stock (PFE)	0.5	$14M	+3%	487k	28.08	View chart
Philip Morris Intl Stock (PM)	0.5	$14M	+46%	82k	165.34	View chart
Target Corp Stock (TGT)	0.5	$14M	+41%	111k	121.20	View chart
Hewlett Packard Enterprise Stock (HPE)	0.5	$13M	+54%	562k	23.81	View chart
Pnc Finl Svcs Group Stock (PNC)	0.5	$13M		64k	208.09	View chart
Digital Rlty Tr Reit (DLR)	0.5	$13M	+4%	73k	180.21	View chart
Chevron Corporation Stock (CVX)	0.5	$13M	-29%	63k	206.90	View chart
Dte Energy Stock (DTE)	0.5	$13M	+58%	86k	146.22	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.5	$13M	-4%	409k	30.50	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.5	$12M		27k	446.54	View chart
Paccar Stock (PCAR)	0.5	$12M	-28%	104k	115.50	View chart
Truist Finl Corp Stock (TFC)	0.5	$12M	+2%	259k	45.97	View chart
Applied Matls Stock (AMAT)	0.5	$12M	-36%	34k	341.79	View chart
Emcor Group Stock (EME)	0.5	$12M	+27%	16k	738.31	View chart
Eli Lilly & Co Stock (LLY)	0.5	$12M	+26%	13k	919.78	View chart
Medtronic Stock (MDT)	0.4	$11M	+2%	130k	86.65	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$11M	+2%	22k	499.65	View chart
General Dynamics Corp Stock (GD)	0.4	$11M		31k	343.22	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$11M	+3%	36k	294.16	View chart
Quanta Svcs Stock (PWR)	0.4	$11M		19k	549.02	View chart
Johnson & Johnson Stock (JNJ)	0.4	$10M	-16%	43k	244.44	View chart
Mercadolibre Stock (MELI)	0.4	$10M	+2%	6.0k	1729.02	View chart
Costco Wholesale Corporation Stock (COST)	0.4	$10M	-27%	10k	996.42	View chart
Emerson Elec Stock (EMR)	0.4	$9.9M		75k	131.02	View chart
Williams Cos Stock (WMB)	0.4	$9.4M		129k	72.78	View chart
Gilead Sciences Stock (GILD)	0.4	$9.4M		67k	139.37	View chart
Lockheed Martin Corp Stock (LMT)	0.4	$9.3M	-41%	15k	604.38	View chart
Abbvie Stock (ABBV)	0.4	$9.2M	+887%	42k	217.49	View chart
Schwab International Equity Etf Etf (SCHF)	0.4	$9.2M	-3%	370k	24.75	View chart
At&t Stock (T)	0.4	$9.1M	+4%	315k	28.99	View chart
Automatic Data Processing Stock (ADP)	0.3	$8.7M	+57%	43k	203.18	View chart
Simon Ppty Group Reit (SPG)	0.3	$8.6M		46k	186.53	View chart
Walmart Stock (WMT)	0.3	$8.6M	-29%	69k	124.28	View chart
Dominion Energy Stock (D)	0.3	$8.5M	+2%	138k	61.82	View chart
Procter & Gamble Stock (PG)	0.3	$8.4M	-27%	58k	144.44	View chart
Blackrock Stock (BLK)	0.3	$8.4M	+23%	8.7k	961.72	View chart
Old Rep Intl Corp Stock (ORI)	0.3	$8.2M	+2%	206k	39.90	View chart
Republic Svcs Stock (RSG)	0.3	$8.1M	+2%	37k	219.02	View chart
Home Depot Stock (HD)	0.3	$7.7M	-16%	23k	328.89	View chart
Intuitive Surgical Stock (ISRG)	0.3	$7.5M		16k	460.99	View chart
Mckesson Corp Stock (MCK)	0.3	$7.4M	+7040%	8.6k	865.36	View chart
Synopsys Stock (SNPS)	0.3	$7.3M	+19%	19k	396.48	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.3	$7.3M	+19%	62k	118.62	View chart
Micron Technology Stock (MU)	0.3	$7.3M	+1851%	22k	337.84	View chart
Vici Pptys Reit (VICI)	0.3	$7.2M	+6%	265k	27.32	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.3	$7.1M	+5%	43k	163.58	View chart
Insulet Corp Stock (PODD)	0.3	$7.1M	-14%	34k	209.84	View chart
Kla Corp Stock (KLAC)	0.3	$7.1M		4.8k	1472.32	View chart
Uber Technologies Stock (UBER)	0.3	$7.1M	+3%	98k	71.93	View chart
Pulte Group Stock (PHM)	0.3	$7.0M	+3%	60k	117.61	View chart
Autodesk Stock (ADSK)	0.3	$6.5M	+3%	27k	239.40	View chart
Stryker Corporation Stock (SYK)	0.3	$6.5M	+4%	20k	328.59	View chart
Coca Cola Stock (KO)	0.2	$6.3M		82k	76.05	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.2	$6.0M	+4%	34k	175.66	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.2	$6.0M	+3%	259k	23.22	View chart
Amgen Stock (AMGN)	0.2	$6.0M		17k	351.84	View chart
Analog Devices Stock (ADI)	0.2	$5.9M		19k	318.14	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$5.6M		17k	320.82	View chart
Ametek Stock (AME)	0.2	$5.5M		26k	214.36	View chart
Intuit Stock (INTU)	0.2	$5.2M	+7%	12k	432.37	View chart
Vanguard Core Bond Etf Etf (VCRB)	0.2	$5.1M	+8%	66k	77.38	View chart
Xcel Energy Stock (XEL)	0.2	$5.0M	+4%	63k	79.44	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.2	$5.0M	+23%	152k	32.95	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.2	$4.9M	+15487%	62k	80.05	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$4.5M	+4%	9.1k	491.54	View chart
Resmed Stock (RMD)	0.2	$4.2M	+4%	19k	224.47	View chart
Franklin U.s Core Bond Etf Etf (FLCB)	0.2	$4.1M	+4%	193k	21.49	View chart
American Tower Corp Reit (AMT)	0.2	$4.0M	+6%	23k	172.58	View chart
Royal Bk Cda Stock (RY)	0.1	$3.2M		20k	161.78	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$3.1M	+10%	7.3k	426.42	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$2.9M	+11%	46k	62.68	View chart
Spdr Gold Shares Etf (GLD)	0.1	$2.3M	-19%	5.2k	430.29	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.1	$2.2M	+4%	44k	50.62	View chart
Altria Group Stock (MO)	0.1	$2.2M		33k	65.99	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$2.1M		15k	142.43	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.9M	+11%	2.9k	653.15	View chart
Oracle Corp Stock (ORCL)	0.1	$1.7M		12k	147.11	View chart
Spdr Gold Tr Cll Opt 04/26 455.0 Cal Call Call Option	0.1	$1.7M	NEW	4.0k	430.15	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$1.7M	+15%	68k	25.10	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.1	$1.6M	-18%	34k	47.55	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$1.5M	-22%	11k	141.42	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.5M	+28%	48k	30.68	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$1.4M	+14%	4.9k	286.87	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.3M	+12%	1.9k	697.72	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$1.3M		8.7k	148.10	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$1.3M	+27%	6.0k	213.67	View chart
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL)	0.0	$1.2M		18k	67.64	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.0	$1.2M	+6%	1.9k	650.24	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$1.2M	-23%	2.8k	436.76	View chart
Caterpillar Stock (CAT)	0.0	$1.2M		1.7k	708.31	View chart
Tesla Stock (TSLA)	0.0	$1.1M	+169%	3.1k	371.73	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$1.1M		29k	37.84	View chart
Ishares Gold Trust Etf (IAU)	0.0	$977k		11k	88.16	View chart
Bank Nova Scotia B C Stock (BNS)	0.0	$949k		14k	69.31	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$899k		13k	67.53	View chart
Merck & Co Stock (MRK)	0.0	$876k		7.3k	120.30	View chart
Neos Nasdaq 100 High Income Etf Etf (QQQI)	0.0	$875k	+2465%	18k	49.69	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$871k		1.3k	682.41	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$848k	+4%	1.8k	479.20	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$811k	+25%	4.2k	191.82	View chart
Schwab High Yield Bond Etf Etf (SCYB)	0.0	$792k	+4%	31k	26.00	View chart
Roper Technologies Stock (ROP)	0.0	$790k		2.2k	353.81	View chart
Eaton Corp Stock (ETN)	0.0	$781k		2.2k	357.75	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.0	$762k		8.3k	91.37	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$756k	+656%	3.8k	198.31	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$756k	+48%	11k	69.75	View chart
Ishares Silver Trust Etf (SLV)	0.0	$729k	-26%	11k	68.14	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$727k		6.6k	109.69	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$723k	-25%	23k	30.96	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$720k		2.0k	356.51	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$693k	+15%	4.7k	146.28	View chart
Vanguard Value Etf Etf (VTV)	0.0	$687k	+5%	3.5k	196.22	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$681k	+6%	5.5k	124.32	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$679k		5.6k	120.81	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$676k	-3%	7.3k	93.00	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$662k		6.6k	100.66	View chart
Halliburton Stock (HAL)	0.0	$661k	+3%	17k	38.99	View chart
Colgate Palmolive Stock (CL)	0.0	$603k		7.1k	85.23	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$597k	+78%	6.6k	90.53	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$583k		2.8k	208.05	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$583k	+79%	2.7k	215.06	View chart
Advanced Micro Devices Stock (AMD)	0.0	$582k	+6%	2.9k	203.43	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.0	$579k		11k	52.30	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$555k		9.7k	57.07	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$551k	+33%	6.5k	84.84	View chart
Deere & Co Stock (DE)	0.0	$548k	+2%	973.00	563.30	View chart
Pepsico Stock (PEP)	0.0	$548k	+2%	3.5k	155.31	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$548k	+7%	1.6k	337.95	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$546k	+12%	9.7k	56.58	View chart
Paypal Hldgs Inc Cll Opt 01/27 32.5 Cal Call Call Option (PYPL)	0.0	$534k	+4545%	12k	45.23	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.0	$532k		12k	45.26	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$528k		4.5k	118.50	View chart
Mcdonalds Corp Stock (MCD)	0.0	$527k		1.7k	310.87	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$521k		5.3k	99.27	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$517k		4.6k	111.37	View chart
Occidental Pete Corp Stock (OXY)	0.0	$515k		7.9k	65.00	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$510k	-12%	2.5k	205.81	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$508k	+22%	2.6k	191.89	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$483k	+52%	5.3k	91.64	View chart
Cummins Stock (CMI)	0.0	$478k		889.00	537.73	View chart
Lowes Cos Stock (LOW)	0.0	$473k	+6%	2.0k	236.29	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$470k	+2%	11k	43.82	View chart
Petroleo Brasileiro S A Sp Adr Non Vtg Adr (PBR.A)	0.0	$469k		25k	18.75	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$469k	+16%	4.1k	113.12	View chart
Enbridge Stock (ENB)	0.0	$462k		8.5k	54.14	View chart
Invesco Total Return Bond Etf Etf (GTO)	0.0	$455k	+12%	9.7k	46.83	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$437k	-44%	3.2k	135.72	View chart
Rtx Corporation Stock (RTX)	0.0	$432k	-14%	2.2k	192.90	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$428k	-6%	4.3k	100.18	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$422k	-92%	8.4k	50.37	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$421k	-25%	4.4k	95.62	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$412k	+2534%	7.0k	59.03	View chart
Adobe Stock (ADBE)	0.0	$411k		1.7k	243.08	View chart
Ishares Silver Tr Put Opt 09/26 52.0 Put Put Put Option	0.0	$409k	NEW	6.0k	68.14	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$398k		3.9k	102.14	View chart
Hershey Stock (HSY)	0.0	$393k	+4%	1.9k	207.89	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$385k	+2%	20k	19.30	View chart
American Elec Pwr Stock (AEP)	0.0	$381k	+2%	2.9k	131.10	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$363k		7.9k	46.24	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.0	$361k	+19%	7.4k	48.86	View chart
Goldman Sachs Group Stock (GS)	0.0	$357k	-96%	422.00	846.57	View chart
Blackstone Stock (BX)	0.0	$355k	-13%	3.1k	115.01	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$354k	+23%	4.6k	77.18	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$351k		900.00	390.41	View chart
Regions Financial Corp Stock (RF)	0.0	$349k		13k	26.12	View chart
Lam Research Corp Stock (LRCX)	0.0	$348k		1.6k	213.63	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$344k	+30%	2.7k	128.13	View chart
Corning Stock (GLW)	0.0	$341k	-8%	2.5k	135.96	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$338k	+14%	3.4k	97.91	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$328k		1.9k	173.04	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$326k	-17%	1.1k	287.27	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$326k		4.0k	80.95	View chart
Bank Montreal Medium Stock (BMO)	0.0	$323k		2.4k	135.34	View chart
Hycroft Mining Holding Corp Cl A Stock (HYMC)	0.0	$313k	NEW	8.9k	35.20	View chart
Motorola Solutions Stock (MSI)	0.0	$308k	+4%	710.00	434.17	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.0	$307k		6.4k	48.15	View chart
Constellation Energy Corp Stock (CEG)	0.0	$307k	+2%	1.1k	279.19	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$298k		3.2k	91.77	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$294k	+11%	4.2k	70.19	View chart
Teradyne Stock (TER)	0.0	$293k	+8133%	988.00	296.51	View chart
Valero Energy Corp Stock (VLO)	0.0	$293k	+27%	1.2k	247.09	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$285k		943.00	302.33	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$285k		3.6k	78.66	View chart
Prudential Finl Stock (PRU)	0.0	$275k	-97%	2.8k	97.69	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$272k		11k	25.64	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$268k	+90%	3.6k	75.09	View chart
Welltower Reit (WELL)	0.0	$263k	-15%	1.3k	197.71	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$262k		840.00	312.22	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$260k	-36%	422.00	616.76	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$257k	-15%	1.0k	248.02	View chart
British Amern Tob Adr (BTI)	0.0	$255k	-4%	4.4k	58.47	View chart
Barrick Mng Corp Stock (B)	0.0	$254k	-3%	6.2k	40.79	View chart
Boeing Stock (BA)	0.0	$253k	-35%	1.3k	199.08	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$250k		837.00	298.85	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$238k		1.8k	132.50	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$236k		1.4k	164.14	View chart
Yum Brands Stock (YUM)	0.0	$233k		1.5k	155.50	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$230k	-31%	5.1k	45.47	View chart
Henry Jack & Assoc Stock (JKHY)	0.0	$230k		1.5k	158.04	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$228k	-23%	870.00	261.99	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$224k	+200%	4.9k	45.52	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$222k	+18%	4.2k	52.76	View chart
Ge Aerospace Stock (GE)	0.0	$222k	+20%	781.00	283.91	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$222k	-9%	2.8k	78.76	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$221k		2.4k	91.53	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$220k		1.2k	184.28	View chart
Us Bancorp Stock (USB)	0.0	$219k	+3%	4.2k	52.01	View chart
Southern Stock (SO)	0.0	$218k	+9%	2.3k	96.50	View chart
3M Stock (MMM)	0.0	$216k	+22%	1.5k	145.23	View chart
Novo-nordisk A S Adr (NVO)	0.0	$215k	+594%	5.8k	36.75	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.0	$213k	+43%	9.7k	21.89	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$211k		3.9k	54.05	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$206k	-6%	2.2k	94.22	View chart

Past Filings by Bogart Wealth

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

Bogart Wealth 2026 Q1 filed April 28, 2026
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

View all past filings

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