Bogart Wealth

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

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Portfolio Holdings for Bogart Wealth

Bogart Wealth holds 1047 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Bogart Wealth has 1047 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Exxon Mobil Corp Stock (XOM) 11.8 $170M -7% 1.5M 110.30
Vanguard S&p 500 Etf Etf (VOO) 6.0 $86M +2% 244k 351.34
Vanguard Total Bond Market Etf Etf (BND) 5.4 $78M +23% 1.1M 71.84
Vanguard Total International Stock Etf Etf (VXUS) 4.2 $60M +5% 1.2M 51.72
Franklin Libertyq U.s. Equity Etf Etf (FLQL) 3.3 $48M +3% 1.2M 39.24
Schwab Us Dividend Equity Etf Etf (SCHD) 3.3 $47M +2% 624k 75.54
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 2.9 $42M -32% 965k 43.92
Franklin U.s. Core Bond Etf Etf (FLCB) 2.9 $41M +3% 1.9M 21.17
Ishares Core Dividend Growth Etf Etf (DGRO) 2.6 $37M +25% 740k 50.00
Ishares Msci Acwi Etf Etf (ACWI) 2.5 $36M +10% 428k 84.88
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA) 2.3 $33M 677k 49.26
Vanguard Short-term Bond Etf Etf (BSV) 2.3 $33M +91% 436k 75.28
Vanguard Mid-cap Value Etf Etf (VOE) 2.0 $28M 208k 135.24
Vanguard Ftse Europe Etf Etf (VGK) 1.9 $27M -20% 494k 55.44

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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 1.8 $26M +44826% 231k 113.96
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 1.7 $25M +6% 457k 53.88
Schwab Emerging Markets Equity Etf Etf (SCHE) 1.2 $18M +9% 743k 23.67
Schwab U.s. Small-cap Etf Etf (SCHA) 1.1 $16M +1153% 386k 40.51
Microsoft Corp Stock (MSFT) 0.9 $13M +17% 56k 239.82
Apple Stock (AAPL) 0.9 $13M +14% 100k 129.93
Lockheed Martin Corp Stock (LMT) 0.9 $13M +4% 26k 486.49
Chevron Corp Stock (CVX) 0.8 $12M +5% 67k 179.49
Abbvie Stock (ABBV) 0.8 $12M +6% 73k 161.61
Restaurant Brands Intl Stock (QSR) 0.8 $11M -4% 171k 64.67
Pfizer Stock (PFE) 0.8 $11M +7% 214k 51.24
Visa Inc Com Cl A Stock (V) 0.8 $11M +13% 53k 207.76
International Business Machs Stock (IBM) 0.8 $11M +6% 78k 140.89
Blackrock Stock (BLK) 0.8 $11M +5% 15k 708.65
Caterpillar Stock (CAT) 0.8 $11M -9% 45k 239.56
Duke Energy Corp Stock (DUK) 0.7 $11M +11% 103k 102.99
Pepsico Stock (PEP) 0.7 $10M -5% 57k 180.66
Cisco Sys Stock (CSCO) 0.7 $10M +7% 213k 47.64
Pnc Finl Svcs Group Stock (PNC) 0.6 $9.2M +8% 58k 157.94
At&t Stock (T) 0.6 $8.4M +5% 454k 18.41
Keycorp Stock (KEY) 0.6 $8.1M +6% 467k 17.42
Truist Finl Corp Stock (TFC) 0.6 $8.0M +10% 187k 43.03
Old Rep Intl Corp Stock (ORI) 0.5 $7.8M +5% 325k 24.15
Us Bancorp Del Stock (USB) 0.5 $7.8M +8% 180k 43.61
Dominion Energy Stock (D) 0.5 $7.8M +3% 127k 61.32
Williams Cos Stock (WMB) 0.5 $7.7M NEW 235k 32.90
Honeywell Intl Stock (HON) 0.5 $7.7M 36k 214.30
Crown Castle Reit (CCI) 0.5 $7.5M 55k 135.64
Digital Rlty Tr Reit (DLR) 0.5 $6.8M +8% 68k 100.27
Invesco Qqq Trust Etf (QQQ) 0.5 $6.7M -3% 25k 266.28
Cvs Health Corp Stock (CVS) 0.5 $6.5M +25% 70k 93.19
Mcdonalds Corp Stock (MCD) 0.4 $6.4M +15% 25k 263.53
Starbucks Corp Stock (SBUX) 0.4 $6.4M +14% 65k 99.20
Home Depot Stock (HD) 0.4 $6.4M +15% 20k 315.86
General Dynamics Corp Stock (GD) 0.4 $6.3M +17% 25k 248.11
Metlife Stock (MET) 0.4 $6.3M +15% 86k 72.37
Merck & Co Stock (MRK) 0.4 $6.2M +8% 56k 110.95
Schwab U.s. Broad Market Etf Etf (SCHB) 0.4 $6.1M +253% 136k 44.81
Gilead Sciences Stock (GILD) 0.4 $6.1M -45% 71k 85.85
Unitedhealth Group Stock (UNH) 0.4 $6.0M +17% 11k 530.20
Xcel Energy Stock (XEL) 0.4 $6.0M +21% 86k 70.11
Coca Cola Stock (KO) 0.4 $5.9M +22% 93k 63.61
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $5.8M +12% 66k 88.23
Amazon Stock (AMZN) 0.4 $5.7M +15% 67k 84.00
Bristol-myers Squibb Stock (BMY) 0.4 $5.7M +3615% 79k 71.95
Prudential Finl Stock (PRU) 0.4 $5.5M +5% 56k 99.46
Texas Instrs Stock (TXN) 0.4 $5.5M +17% 33k 165.22
Amgen Stock (AMGN) 0.4 $5.4M -3% 21k 262.65
Mastercard Incorporated Cl A Stock (MA) 0.4 $5.3M +5% 15k 347.72
Procter And Gamble Stock (PG) 0.4 $5.2M +1140% 35k 151.56
Nike Inc Cl B Stock (NKE) 0.4 $5.1M +10% 43k 117.01
Salesforce Stock (CRM) 0.3 $4.9M +15% 37k 132.59
Ishares Core Msci Eafe Etf Etf (IEFA) 0.3 $4.8M 79k 61.64
Danaher Corporation Stock (DHR) 0.3 $4.8M +6% 18k 265.42
Costco Whsl Corp Stock (COST) 0.3 $4.7M +8% 10k 456.49
Lauder Estee Cos Inc Cl A Stock (EL) 0.3 $4.7M +11% 19k 248.11
Johnson & Johnson Stock (JNJ) 0.3 $4.7M +30% 26k 176.65
Constellation Brands Inc Cl A Stock (STZ) 0.3 $4.6M +8% 20k 231.75
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.3 $4.6M +33% 83k 55.56
Adobe Systems Incorporated Stock (ADBE) 0.3 $4.6M +13% 14k 336.53
Jpmorgan Chase & Co Stock (JPM) 0.3 $4.4M -11% 33k 134.10
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.3 $4.3M +23% 66k 66.02
Nextera Energy Stock (NEE) 0.3 $4.3M +18% 52k 83.60
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.3 $4.2M +23% 64k 65.61
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.3 $4.2M +4% 174k 24.24
United Parcel Service Inc Cl B Stock (UPS) 0.3 $4.1M +86% 24k 173.84
Dollar Gen Corp Stock (DG) 0.3 $3.9M +2% 16k 246.25
Palo Alto Networks Stock (PANW) 0.3 $3.8M +12% 27k 139.54
Meta Platforms Inc Cl A Stock (META) 0.3 $3.7M +22% 31k 120.34
Price T Rowe Group Stock (TROW) 0.3 $3.7M +79% 34k 109.06
Medtronic Stock (MDT) 0.3 $3.7M +20% 47k 77.72
Uber Technologies Stock (UBER) 0.2 $3.5M +5% 140k 24.73
Mercadolibre Stock (MELI) 0.2 $3.3M +5% 3.9k 846.24
Goldman Sachs Group Stock (GS) 0.2 $3.2M +7% 9.2k 343.38
Applied Matls Stock (AMAT) 0.2 $3.1M +9% 32k 97.38
Walmart Stock (WMT) 0.2 $3.0M +1409% 21k 141.79
Ishares Msci Eafe Growth Etf Etf (EFG) 0.2 $2.9M 34k 83.76
Ishares Core High Dividend Etf Etf (HDV) 0.2 $2.9M NEW 27k 104.24
Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $2.8M +11% 11k 266.84
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.2 $2.8M +11% 61k 45.65
Disney Walt Stock (DIS) 0.2 $2.8M +9% 32k 86.88
Shopify Inc Cl A Stock (SHOP) 0.2 $2.7M +11% 79k 34.71
Ishares U.s. Medical Devices Etf Etf (IHI) 0.2 $2.7M +4% 51k 52.57
Docusign Stock (DOCU) 0.2 $2.5M +23% 45k 55.42
Health Care Select Sector Spdr Fund Etf (XLV) 0.2 $2.4M +5% 18k 135.85
Spdr S&p Semiconductor Etf Etf (XSD) 0.2 $2.4M +4% 14k 167.23
Vanguard Total Stock Market Etf Etf (VTI) 0.2 $2.3M +44% 12k 191.19
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB) 0.1 $2.1M +9% 62k 33.71
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $2.0M 8.4k 241.90
Netflix Stock (NFLX) 0.1 $2.0M +2818% 6.9k 294.89
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $2.0M +5% 23k 84.75
Catalent Stock (CTLT) 0.1 $1.9M +35% 42k 45.01
Royal Bk Cda Sustainabl Stock (RY) 0.1 $1.9M 20k 94.02
Ishares Biotechnology Etf Etf (IBB) 0.1 $1.7M +111% 13k 131.29
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $1.7M +6656% 11k 151.85
Vertex Pharmaceuticals Stock (VRTX) 0.1 $1.7M +7852% 5.8k 288.78
Invesco Water Resources Etf Etf (PHO) 0.1 $1.6M +3% 32k 51.54
Vanguard Growth Etf Etf (VUG) 0.1 $1.6M +2821% 7.4k 213.11
S&p Global Stock (SPGI) 0.1 $1.6M +18% 4.7k 334.95
Invesco S&p 500 Pure Value Etf Etf (RPV) 0.1 $1.3M +2% 17k 77.98
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $1.3M -24% 4.3k 308.90
Ishares Mbs Etf Etf (MBB) 0.1 $1.3M 14k 92.75
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.1 $1.2M +5% 17k 74.55
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $1.2M 5.7k 214.23
Teladoc Health Stock (TDOC) 0.1 $1.1M +28% 48k 23.65
Spdr S&p Software & Services Etf Etf (XSW) 0.1 $1.1M +8% 10k 108.72
Shell Plc Spon Ads Adr (SHEL) 0.1 $1.1M -2% 20k 56.95
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.1 $1.0M -28% 20k 50.04
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $1.0M 18k 56.48
Ishares International Select Dividend Etf Etf (IDV) 0.1 $936k 35k 27.16
Enterprise Prods Partners Stock (EPD) 0.1 $936k +19% 39k 24.12
Oracle Corp Stock (ORCL) 0.1 $894k 11k 81.74
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $889k +635% 11k 84.80
Redfin Corp Stock (RDFN) 0.1 $883k +59% 208k 4.24
Invesco Nasdaq 100 Etf Etf (QQQM) 0.1 $817k -3% 7.5k 109.53
Schwab International Equity Etf Etf (SCHF) 0.1 $743k +113% 23k 32.21
Bank Nova Scotia Halifax Stock (BNS) 0.1 $731k 15k 48.98
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $681k +2% 4.5k 151.65
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $676k +12% 6.2k 108.21
Spdr Gold Shares Etf (GLD) 0.0 $619k -3% 3.7k 169.64
Verizon Communications Stock (VZ) 0.0 $598k -93% 15k 39.40
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.0 $544k +4% 14k 39.58
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.0 $510k +6% 8.0k 63.59
Colgate Palmolive Stock (CL) 0.0 $498k 6.3k 78.79
Vanguard Small-cap Etf Etf (VB) 0.0 $464k 2.5k 183.55
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.0 $439k 7.3k 60.36
Spdr S&p 500 Etf Trust Etf (SPY) 0.0 $433k -7% 1.1k 382.46
Invesco S&p 500 Top 50 Etf Etf (XLG) 0.0 $428k 1.5k 275.95
Eaton Corp Stock (ETN) 0.0 $421k 2.7k 156.96
Deere & Co Stock (DE) 0.0 $404k 941.00 428.76
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ) 0.0 $395k 5.6k 69.95
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $387k 873.00 442.79
Vanguard Financials Etf Etf (VFH) 0.0 $371k +4% 4.5k 82.73
Intel Corp Stock (INTC) 0.0 $362k -2% 14k 26.43
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $355k +6% 3.7k 96.99
Vanguard Value Etf Etf (VTV) 0.0 $350k +46% 2.5k 140.34
Lowes Cos Stock (LOW) 0.0 $347k +3% 1.7k 199.18
Proshares Ultrapro Qqq Etf (TQQQ) 0.0 $325k 19k 17.30
Hershey Stock (HSY) 0.0 $324k 1.4k 231.62
Mplx Lp Com Unit Rep Stock (MPLX) 0.0 $323k -3% 9.8k 32.84
Vanguard Real Estate Etf Etf (VNQ) 0.0 $323k -27% 3.9k 82.47
Vanguard Energy Etf Etf (VDE) 0.0 $323k +2% 2.7k 121.28
Janus Henderson Short Duration Income Etf Etf (VNLA) 0.0 $317k -46% 6.7k 47.40
Vanguard Mid-cap Etf Etf (VO) 0.0 $315k +5% 1.5k 203.80
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $307k -45% 6.6k 46.70
Vanguard Russell 2000 Etf Etf (VTWO) 0.0 $304k 4.3k 70.37
Omega Healthcare Invs Reit (OHI) 0.0 $299k +78% 11k 27.95
General Mls Stock (GIS) 0.0 $297k 3.5k 83.85
Magellan Midstream Prtnrs Lp Com Unit Rp Stock (MMP) 0.0 $266k 5.3k 50.21
Invesco S&p 500 Equal Weight Technology Etf Etf (RYT) 0.0 $262k 1.1k 243.03
Henry Jack & Assoc Stock (JKHY) 0.0 $255k -2% 1.5k 175.56
Ishares Gold Trust Etf (IAU) 0.0 $252k 7.3k 34.59
Invesco Ultra Short Duration Etf Etf (GSY) 0.0 $247k -23% 5.0k 49.46
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $241k 5.1k 47.47
Vanguard Large-cap Etf Etf (VV) 0.0 $238k +67% 1.4k 174.20
Enbridge Stock (ENB) 0.0 $233k +17% 6.0k 39.10
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $232k 3.6k 64.72
Blackstone Stock (BX) 0.0 $229k -2% 3.1k 74.19
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $226k +5% 2.1k 105.45
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $226k -28% 588.00 384.02
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $224k +234% 1.3k 172.07
Welltower Reit (WELL) 0.0 $222k 3.4k 65.55
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.0 $217k 2.9k 74.22
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $205k +9% 17k 11.87
Pimco 15 Year Us Tips Index Etf Etf (LTPZ) 0.0 $203k 3.5k 58.23
Iron Mtn Inc Del Reit (IRM) 0.0 $202k 4.0k 49.85
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.0 $190k -4% 3.0k 64.34
Brighthouse Finl Stock (BHF) 0.0 $190k 185k 1.03
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $187k +19% 3.9k 48.24
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.0 $180k +122% 2.4k 74.32
Tesla Stock (TSLA) 0.0 $180k -4% 1.5k 123.19
Bce Stock (BCE) 0.0 $171k 3.9k 43.95
Bank Montreal Que Stock (BMO) 0.0 $170k -27% 1.9k 90.60
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $169k 1.2k 145.10
Boeing Stock (BA) 0.0 $167k +4% 877.00 190.57
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $165k +24% 1.9k 88.73
American Elec Pwr Stock (AEP) 0.0 $162k -3% 1.7k 94.98
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $160k -53% 3.8k 41.97
Microchip Technology Stock (MCHP) 0.0 $158k -4% 2.3k 70.26
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $156k +897% 778.00 200.60
Blackrock Tcp Capital Corp Cef (TCPC) 0.0 $156k 12k 12.94
Broadcom Stock (AVGO) 0.0 $154k +37% 276.00 559.13
Yum Brands Stock (YUM) 0.0 $154k 1.2k 128.13
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.0 $152k 1.1k 135.66
Vaneck Gold Miners Etf Etf (GDX) 0.0 $150k +23% 5.2k 28.66
Invesco S&p 500 Equal Weight Health Care Etf Etf (RYH) 0.0 $148k 513.00 288.56
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) 0.0 $142k -8% 2.7k 53.44
British Amern Tob Adr (BTI) 0.0 $138k 3.5k 39.98
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI) 0.0 $135k -2% 3.3k 41.34
Ishares Russell 1000 Etf Etf (IWB) 0.0 $135k +154% 641.00 210.52
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.0 $135k 3.0k 44.93
Morgan Stanley Stock (MS) 0.0 $133k +12% 1.6k 85.02
Spdr S&p Global Dividend Etf Etf (WDIV) 0.0 $130k -29% 2.2k 58.69
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $125k 2.4k 52.61
Devon Energy Corp Stock (DVN) 0.0 $125k 2.0k 61.51
Southern Stock (SO) 0.0 $122k 1.7k 71.39
Philip Morris Intl Stock (PM) 0.0 $121k 1.2k 101.21
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $118k 1.4k 87.44
American Intl Group Stock (AIG) 0.0 $118k -8% 115k 1.02
Altria Group Stock (MO) 0.0 $118k 2.6k 45.71
Nvidia Corporation Stock (NVDA) 0.0 $117k -47% 803.00 146.17
Raytheon Technologies Corp Stock (RTX) 0.0 $117k -4% 1.2k 100.92
Air Prods & Chems Stock (APD) 0.0 $115k 373.00 308.36
Valero Energy Corp Stock (VLO) 0.0 $115k 904.00 126.80
Old Dominion Freight Line Stock (ODFL) 0.0 $114k 402.00 283.89
3M Stock (MMM) 0.0 $112k -96% 938.00 119.87
Thermo Fisher Scientific Stock (TMO) 0.0 $111k -5% 201.00 550.82
Ishares Msci Frontier And Select Em Etf Etf (FM) 0.0 $111k -4% 4.3k 25.47
Jefferies Finl Group Stock (JEF) 0.0 $110k 3.2k 34.28
Vanguard Health Care Etf Etf (VHT) 0.0 $109k 438.00 248.05
Barrick Gold Corp Stock (GOLD) 0.0 $106k -8% 6.1k 17.18
Motorola Solutions Stock (MSI) 0.0 $105k 408.00 257.71
Target Corp Stock (TGT) 0.0 $104k +9% 695.00 149.13
Marsh & Mclennan Cos Stock (MMC) 0.0 $104k -6% 626.00 165.48
Kroger Stock (KR) 0.0 $103k 2.3k 44.58
Union Pac Corp Stock (UNP) 0.0 $103k +12% 496.00 207.22
Abbott Labs Stock (ABT) 0.0 $102k 931.00 109.84
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $102k +49% 939.00 108.07
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $98k -41% 1.0k 94.64
Bank America Corp Stock (BAC) 0.0 $97k -3% 2.9k 33.12
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $97k 1.2k 83.60
Highland Iboxx Senior Loan Etf Etf (SNLN) 0.0 $95k 6.5k 14.59
Allstate Corp Stock (ALL) 0.0 $92k +122% 675.00 135.60
Qualcomm Stock (QCOM) 0.0 $91k +8% 827.00 109.91
Amerisourcebergen Corp Stock (ABC) 0.0 $90k 542.00 165.71
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $89k +88% 2.0k 45.14
Splunk Stock (SPLK) 0.0 $88k 1.0k 86.09
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $87k -20% 1.5k 58.49
Yum China Hldgs Stock (YUMC) 0.0 $86k -23% 1.6k 54.65
Materials Select Sector Spdr Fund Etf (XLB) 0.0 $86k +7% 1.1k 77.68
Global X Mlp Etf Etf (MLPA) 0.0 $85k 2.1k 41.29
Ishares Silver Trust Etf (SLV) 0.0 $84k 3.8k 22.02
Alibaba Group Hldg Adr (BABA) 0.0 $83k -40% 944.00 88.09
Alerian Mlp Etf Etf (AMLP) 0.0 $83k 2.2k 38.07
Kkr & Co Stock (KKR) 0.0 $81k 1.7k 46.42
Avista Corp Stock (AVA) 0.0 $80k 1.8k 44.35

Past Filings by Bogart Wealth

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

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