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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, JIRE, BND, and represent 27.13% of Bogart Wealth's stock portfolio.
Added to shares of these 10 stocks: RECS (+$82M), AUSF (+$43M), ASML (+$10M), DTE (+$7.7M), SPGI, RMD, INTU, MDT, BND, CIBR.
Started 157 new stock positions in ONTO, VOYA, RHI, M, UWMC, MDGL, COO, SATS, VZLA, OPPJ.
Reduced shares in these 10 stocks: QUAL (-$79M), FLQM (-$42M), BLK (-$10M), MET (-$6.6M), ZTS (-$6.1M), NVDA (-$5.4M), GOOGL, TFC, ROST, ACN.
Sold out of its positions in ACHC, DEVICES INC Advanced Micro call, ALRM, AVUV, AFG, ANSS, APPN, AGX, ASAN, AUR.
Bogart Wealth was a net buyer of stock by $9.8M.
Bogart Wealth has $2.5B in assets under management (AUM), dropping by 5.33%.
Central Index Key (CIK): 0001715740

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Portfolio Holdings for Bogart Wealth

Bogart Wealth holds 1528 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Bogart Wealth has 1528 total positions. Only the first 250 positions are shown.

Sign up to view all of the Bogart Wealth Sept. 30, 2025 positions
Download the Bogart Wealth September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Exxon Mobil Corp Stock (XOM)	6.3	$156M		1.4M	112.75	View chart
Vanguard S&p 500 Etf Etf (VOO)	6.1	$151M		247k	612.38	View chart
Ishares Msci Acwi Etf Etf (ACWI)	5.1	$127M		918k	138.24	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	4.9	$120M		1.6M	73.54	View chart
Vanguard Total Bond Market Etf Etf (BND)	4.7	$116M	+3%	1.6M	74.37	View chart
Capital Group Dividend Value Etf Etf (CGDV)	4.1	$100M		2.4M	42.03	View chart
Victoryshares Core Intermediate Bond Etf Etf (UITB)	3.7	$92M	+2%	1.9M	47.52	View chart
Columbia Research Enhanced Core Etf Etf (RECS)	3.6	$90M	+1032%	2.2M	40.35	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	2.8	$69M	+2%	1.5M	47.55	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	2.7	$66M		266k	247.12	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	2.6	$64M		1.8M	36.16	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	2.5	$62M		1.1M	57.52	View chart
Vanguard Total International Stock Etf Etf (VXUS)	2.2	$53M		724k	73.46	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	1.9	$47M	+3%	490k	96.46	View chart
Global X Adaptive U.s. Factor Etf Etf (AUSF)	1.8	$43M	NEW	929k	46.51	View chart
Apple Stock (AAPL)	1.5	$37M		147k	254.63	View chart
Microsoft Corp Stock (MSFT)	1.3	$32M		61k	517.95	View chart
Nvidia Corporation Stock (NVDA)	1.2	$29M	-15%	156k	186.58	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$29M	-14%	119k	243.10	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	1.1	$28M	+2%	552k	50.75	View chart
Visa Inc Com Cl A Stock (V)	0.8	$20M	+2%	57k	341.38	View chart
Amazon Stock (AMZN)	0.8	$19M		85k	219.57	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.7	$18M	+2%	362k	50.78	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.7	$18M	-8%	564k	31.91	View chart
S&p Global Stock (SPGI)	0.7	$18M	+38%	36k	486.70	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$16M		22k	734.39	View chart
Cisco Sys Stock (CSCO)	0.6	$16M	+12%	229k	68.42	View chart
Cme Group Stock (CME)	0.6	$16M		58k	270.19	View chart
Palo Alto Networks Stock (PANW)	0.6	$15M	+2%	75k	203.62	View chart
Netflix Stock (NFLX)	0.6	$15M	+2%	12k	1198.92	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$15M		25k	600.37	View chart
Paccar Stock (PCAR)	0.6	$14M		145k	98.32	View chart
Salesforce Stock (CRM)	0.6	$14M	+22%	60k	237.00	View chart
International Business Machs Stock (IBM)	0.6	$14M		49k	282.16	View chart
Lockheed Martin Corp Stock (LMT)	0.6	$14M	+2%	28k	499.21	View chart
Chevron Corp Stock (CVX)	0.5	$13M	-2%	84k	155.29	View chart
Mercadolibre Stock (MELI)	0.5	$13M		5.5k	2336.94	View chart
Pnc Finl Svcs Group Stock (PNC)	0.5	$13M	-2%	64k	200.93	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.5	$12M	-6%	426k	29.11	View chart
Applied Matls Stock (AMAT)	0.5	$12M	-10%	61k	204.74	View chart
Duke Energy Corp Stock (DUK)	0.5	$12M		100k	123.75	View chart
Costco Whsl Corp Stock (COST)	0.5	$12M	+13%	13k	925.66	View chart
Verizon Communications Stock (VZ)	0.5	$12M		278k	43.95	View chart
Medtronic Stock (MDT)	0.5	$12M	+45%	127k	95.24	View chart
Pfizer Stock (PFE)	0.5	$12M	+14%	473k	25.48	View chart
Digital Rlty Tr Reit (DLR)	0.5	$12M		69k	172.88	View chart
Procter And Gamble Stock (PG)	0.5	$12M	+13%	77k	153.65	View chart
Kinder Morgan Inc Del Stock (KMI)	0.5	$12M		417k	28.31	View chart
Truist Finl Corp Stock (TFC)	0.5	$12M	-26%	257k	45.72	View chart
Mastercard Incorporated Cl A Stock (MA)	0.5	$12M		20k	568.81	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$11M		35k	315.43	View chart
American Tower Corp Reit (AMT)	0.4	$11M		57k	192.32	View chart
Home Depot Stock (HD)	0.4	$11M		27k	405.19	View chart
Prudential Finl Stock (PRU)	0.4	$11M		104k	103.74	View chart
Insulet Corp Stock (PODD)	0.4	$11M		34k	308.73	View chart
General Dynamics Corp Stock (GD)	0.4	$11M		31k	341.00	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.4	$11M	+9090%	11k	968.09	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.4	$10M	+2%	26k	391.64	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.4	$10M		68k	148.61	View chart
Walmart Stock (WMT)	0.4	$10M		98k	103.06	View chart
Johnson & Johnson Stock (JNJ)	0.4	$9.8M		53k	185.42	View chart
Emerson Elec Stock (EMR)	0.4	$9.6M	-2%	74k	131.18	View chart
Broadcom Stock (AVGO)	0.4	$9.5M	-21%	29k	329.91	View chart
Pulte Group Stock (PHM)	0.4	$9.4M	+3%	71k	132.13	View chart
Schwab International Equity Etf Etf (SCHF)	0.4	$9.1M	+19%	390k	23.28	View chart
Uber Technologies Stock (UBER)	0.4	$9.0M		92k	97.97	View chart
Goldman Sachs Group Stock (GS)	0.4	$9.0M		11k	796.36	View chart
Old Rep Intl Corp Stock (ORI)	0.4	$8.7M	-2%	206k	42.47	View chart
Simon Ppty Group Reit (SPG)	0.4	$8.7M	-2%	46k	187.67	View chart
At&t Stock (T)	0.3	$8.3M	-2%	294k	28.24	View chart
Eli Lilly & Co Stock (LLY)	0.3	$8.2M	+18%	11k	763.02	View chart
Dominion Energy Stock (D)	0.3	$8.2M		135k	61.17	View chart
Blackrock Stock (BLK)	0.3	$8.2M	-55%	7.1k	1165.81	View chart
Williams Cos Stock (WMB)	0.3	$8.0M		127k	63.35	View chart
Quanta Svcs Stock (PWR)	0.3	$7.9M		19k	414.42	View chart
Automatic Data Processing Stock (ADP)	0.3	$7.8M	-2%	27k	293.50	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.3	$7.7M	+12%	124k	62.47	View chart
Dte Energy Stock (DTE)	0.3	$7.7M	+49181%	54k	141.43	View chart
Gilead Sciences Stock (GILD)	0.3	$7.6M		68k	111.00	View chart
Lennar Corp Cl A Stock (LEN)	0.3	$7.5M		60k	126.04	View chart
Intuitive Surgical Stock (ISRG)	0.3	$7.4M	+26%	17k	447.23	View chart
Vici Pptys Reit (VICI)	0.3	$7.3M	-2%	224k	32.61	View chart
Analog Devices Stock (ADI)	0.3	$7.1M		29k	245.70	View chart
Target Corp Stock (TGT)	0.3	$6.9M	-2%	77k	89.70	View chart
Republic Svcs Stock (RSG)	0.3	$6.9M	+51%	30k	229.48	View chart
Synopsys Stock (SNPS)	0.3	$6.8M		14k	493.39	View chart
Stryker Corporation Stock (SYK)	0.3	$6.8M	+62%	18k	369.67	View chart
Boston Scientific Corp Stock (BSX)	0.3	$6.6M	+2%	68k	97.63	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.2	$5.8M		249k	23.47	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$5.7M		18k	328.17	View chart
Roper Technologies Stock (ROP)	0.2	$5.4M	-17%	11k	498.69	View chart
Kla Corp Stock (KLAC)	0.2	$5.4M		5.0k	1078.51	View chart
Intuit Stock (INTU)	0.2	$4.9M	+9501%	7.1k	682.91	View chart
Xcel Energy Stock (XEL)	0.2	$4.8M	+2%	60k	80.65	View chart
Amgen Stock (AMGN)	0.2	$4.8M	-19%	17k	282.21	View chart
Resmed Stock (RMD)	0.2	$4.8M	+293433%	18k	273.73	View chart
Ametek Stock (AME)	0.2	$4.8M	+12%	25k	188.00	View chart
Vanguard Core Bond Etf Etf (VCRB)	0.2	$4.4M	+15%	56k	78.41	View chart
Coca Cola Stock (KO)	0.2	$4.3M	+2%	66k	66.32	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.2	$4.2M		28k	151.08	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.2	$4.1M	-7%	123k	33.37	View chart
Spdr S&p Emerging Markets Small Cap Etf Etf (EWX)	0.2	$4.0M	+2%	60k	67.29	View chart
Franklin U.s Core Bond Etf Etf (FLCB)	0.2	$3.8M		173k	21.72	View chart
Spdr S&p Homebuilders Etf Etf (XHB)	0.1	$3.3M	+3%	30k	110.80	View chart
Oracle Corp Stock (ORCL)	0.1	$3.2M		11k	281.24	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$3.1M		6.5k	468.43	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$3.0M	NEW	39k	76.01	View chart
Invesco S&p 500 Equal Weight Utilities Etf Etf (RSPU)	0.1	$2.9M	+3%	38k	76.66	View chart
Royal Bk Cda Stock (RY)	0.1	$2.9M		20k	147.32	View chart
Spdr Gold Shares Etf (GLD)	0.1	$2.2M	+13%	6.2k	355.47	View chart
Altria Group Stock (MO)	0.1	$2.2M		33k	66.06	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$2.1M	-4%	14k	145.60	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.1	$2.0M	+5%	41k	48.03	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$1.9M		13k	145.65	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.8M	+7%	2.7k	669.36	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$1.5M		60k	25.71	View chart
Philip Morris Intl Stock (PM)	0.1	$1.5M		9.2k	162.19	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.3M		42k	31.27	View chart
Tesla Stock (TSLA)	0.1	$1.3M	+3%	3.0k	444.69	View chart
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL)	0.1	$1.3M		19k	68.43	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.3M	+6%	1.7k	746.45	View chart
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.1	$1.2M	+9%	49k	25.60	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$1.2M		8.4k	140.95	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$1.1M	+33%	42k	27.30	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$1.1M	+9%	2.3k	479.69	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$1.1M	-14%	4.4k	243.53	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$994k	-98%	5.1k	194.49	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$957k		4.7k	203.59	View chart
Eaton Corp Stock (ETN)	0.0	$948k		2.5k	374.32	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$927k	-11%	1.8k	502.74	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$921k	-69%	31k	29.64	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$899k	+362%	7.3k	122.45	View chart
Abbvie Stock (ABBV)	0.0	$881k		3.8k	231.53	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$870k	+18%	8.6k	100.70	View chart
Bank Nova Scotia Halifax Stock (BNS)	0.0	$864k		13k	64.65	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$851k		12k	71.53	View chart
Caterpillar Stock (CAT)	0.0	$820k	-12%	1.7k	477.12	View chart
Ishares Gold Trust Etf (IAU)	0.0	$803k		11k	72.77	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$797k	+15%	12k	65.26	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$790k	+19%	4.3k	182.42	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$782k	-2%	6.5k	120.50	View chart
Schwab High Yield Bond Etf Etf (SCYB)	0.0	$761k		29k	26.73	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$744k		5.7k	131.24	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$738k		2.0k	365.39	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.0	$690k		8.1k	84.83	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$684k		3.3k	209.31	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.0	$660k	-8%	990.00	666.25	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$626k	+11%	37k	17.16	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$624k		2.8k	222.17	View chart
Vanguard Value Etf Etf (VTV)	0.0	$613k		3.3k	186.51	View chart
Adobe Stock (ADBE)	0.0	$593k		1.7k	352.75	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$592k	+25%	5.0k	118.84	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$587k		4.9k	120.72	View chart
Colgate Palmolive Stock (CL)	0.0	$574k		7.2k	79.94	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$559k		6.0k	92.98	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.0	$555k		11k	50.40	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$534k		1.1k	490.38	View chart
Spdr Gold Tr Call Call Option	0.0	$533k	-66%	1.5k	355.60	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.0	$523k		12k	44.58	View chart
Pepsico Stock (PEP)	0.0	$522k		3.7k	140.44	View chart
Merck & Co Stock (MRK)	0.0	$519k	-10%	6.2k	83.93	View chart
Blackstone Stock (BX)	0.0	$517k		3.0k	170.85	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$504k		4.4k	113.88	View chart
Ishares Silver Trust Etf (SLV)	0.0	$496k		12k	42.37	View chart
Mcdonalds Corp Stock (MCD)	0.0	$492k		1.6k	303.86	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$486k		9.7k	49.95	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$473k	-42%	8.5k	55.33	View chart
Lowes Cos Stock (LOW)	0.0	$471k		1.9k	251.29	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$462k	+2%	1.7k	279.29	View chart
Advanced Micro Devices Stock (AMD)	0.0	$458k	-15%	2.8k	161.79	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$453k		6.9k	65.92	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$445k		4.5k	97.82	View chart
Rtx Corporation Stock (RTX)	0.0	$433k		2.6k	167.33	View chart
Deere & Co Stock (DE)	0.0	$432k		945.00	457.26	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$432k		10k	42.22	View chart
Enbridge Stock (ENB)	0.0	$431k	-3%	8.5k	50.46	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$413k		4.1k	100.25	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$408k		1.4k	293.80	View chart
Cummins Stock (CMI)	0.0	$406k	+4705%	961.00	422.37	View chart
Halliburton Stock (HAL)	0.0	$399k	-21%	16k	24.60	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$399k		3.9k	101.94	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$393k		660.00	596.03	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$388k	+3%	2.0k	189.69	View chart
Occidental Pete Corp Stock (OXY)	0.0	$374k		7.9k	47.25	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$370k	-10%	1.2k	297.68	View chart
Invesco Total Return Bond Etf Etf (GTO)	0.0	$369k	+22%	7.8k	47.51	View chart
Constellation Energy Corp Stock (CEG)	0.0	$357k	+63%	1.1k	329.07	View chart
Boeing Stock (BA)	0.0	$351k	-14%	1.6k	215.87	View chart
Regions Financial Corp Stock (RF)	0.0	$350k		13k	26.37	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$347k	-2%	8.0k	43.42	View chart
Hershey Stock (HSY)	0.0	$340k		1.8k	187.01	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$340k	+61%	1.6k	215.86	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$333k	+417%	4.0k	83.46	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$329k		4.4k	74.49	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$327k		1.3k	254.25	View chart
Qualcomm Stock (QCOM)	0.0	$324k		1.9k	166.34	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$319k		7.3k	44.00	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$314k	+62%	515.00	609.66	View chart
Motorola Solutions Stock (MSI)	0.0	$311k		681.00	457.27	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$311k		7.9k	39.62	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$308k	-29%	2.9k	104.52	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$308k	+16%	2.4k	125.97	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.0	$305k		6.2k	49.29	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$299k	+28%	3.8k	78.09	View chart
Oneok Stock (OKE)	0.0	$298k		4.1k	72.96	View chart
Petroleo Brasileiro Sa Petrobr Sp Adr Non Vtg Adr (PBR.A)	0.0	$296k		25k	11.82	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.0	$294k		6.4k	46.08	View chart
Unitedhealth Group Stock (UNH)	0.0	$293k	+52%	849.00	345.45	View chart
Bank Montreal Que Stock (BMO)	0.0	$287k		2.2k	130.25	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$286k	+6%	11k	26.34	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$286k	+7%	3.2k	89.77	View chart
Bar Hbr Bankshares Stock (BHB)	0.0	$282k	NEW	9.3k	30.46	View chart
Welltower Reit (WELL)	0.0	$279k		1.6k	178.14	View chart
Us Bancorp Del Stock (USB)	0.0	$266k	+4%	5.5k	48.33	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$263k	+6%	3.0k	87.30	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$258k	-49%	837.00	307.86	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$257k		3.1k	82.74	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$257k		5.5k	46.93	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$252k		1.9k	129.71	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$249k		840.00	296.29	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$247k	+15%	3.2k	76.40	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$246k	-7%	1.2k	208.71	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$244k	+26%	2.7k	91.75	View chart
British Amern Tob Adr (BTI)	0.0	$241k		4.5k	53.07	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$239k	-30%	987.00	241.97	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$238k		1.9k	125.86	View chart
Starbucks Corp Stock (SBUX)	0.0	$236k	+17%	2.8k	84.61	View chart
Kkr & Co Stock (KKR)	0.0	$235k		1.8k	129.95	View chart
Keycorp Stock (KEY)	0.0	$231k		12k	18.69	View chart
American Express Stock (AXP)	0.0	$228k		687.00	332.04	View chart
Invesco Ultra Short Duration Etf Etf (GSY)	0.0	$227k		4.5k	50.24	View chart
Yum Brands Stock (YUM)	0.0	$225k	-3%	1.5k	152.05	View chart
Disney Walt Stock (DIS)	0.0	$225k		2.0k	114.52	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$223k	+13%	480.00	463.50	View chart
American Elec Pwr Stock (AEP)	0.0	$222k		2.0k	112.52	View chart
Super Micro Computer Stock (SMCI)	0.0	$220k	-23%	4.6k	47.94	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$218k		2.4k	90.52	View chart
Brighthouse Finl Stock (BHF)	0.0	$218k	+2%	212k	1.02	View chart
Henry Jack & Assoc Stock (JKHY)	0.0	$216k		1.5k	148.93	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$216k	NEW	2.7k	78.90	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$214k	-9%	4.0k	54.18	View chart
Lam Research Corp Stock (LRCX)	0.0	$214k	+2%	1.6k	133.90	View chart
General Mls Stock (GIS)	0.0	$213k		4.2k	50.42	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$209k	-8%	1.2k	174.58	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$208k	-11%	3.1k	67.51	View chart
Barrick Mng Corp Stock (B)	0.0	$204k		6.2k	32.77	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$204k	+47%	1.4k	142.45	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$201k	-2%	1.4k	141.78	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$199k		963.00	206.56	View chart
Cencora Stock (COR)	0.0	$196k		628.00	312.32	View chart

Past Filings by Bogart Wealth

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

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
Bogart Wealth 2021 Q4 filed Jan. 19, 2022

View all past filings

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