Bogart Wealth

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Bogart Wealth

Bogart Wealth holds 1344 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Bogart Wealth has 1344 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) 6.8 $143M +4% 1.3M 107.57
 View chart
Vanguard S&p 500 Etf Etf (VOO) 6.2 $131M 243k 538.81
 View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 5.1 $107M -2% 599k 178.08
 View chart
Vanguard Total Bond Market Etf Etf (BND) 5.0 $105M +3% 1.5M 71.91
 View chart
Invesco Nasdaq 100 Etf Etf (QQQM) 4.0 $84M +189% 400k 210.45
 View chart
Ishares Msci Acwi Etf Etf (ACWI) 3.9 $81M 691k 117.50
 View chart
Victoryshares Core Intermediate Bond Etf Etf (UITB) 3.8 $81M +36% 1.8M 45.96
 View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 2.9 $61M +5% 662k 92.45
 View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 2.6 $54M 1.9M 29.05
 View chart
Ishares Core Dividend Growth Etf Etf (DGRO) 2.4 $52M 839k 61.34
 View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 2.3 $48M +10% 818k 58.51
 View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB) 2.1 $44M +6% 946k 46.07
 View chart
Capital Group Dividend Value Etf Etf (CGDV) 2.1 $43M 1.2M 35.26
 View chart
Vanguard Total International Stock Etf Etf (VXUS) 2.0 $43M 732k 58.93
 View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ) 1.9 $39M 400k 98.47
 View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM) 1.8 $38M 707k 54.31
 View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA) 1.6 $34M -33% 678k 50.71
 View chart
Apple Stock (AAPL) 1.5 $32M 128k 250.42
 View chart
Microsoft Corp Stock (MSFT) 1.3 $28M +5% 66k 421.50
 View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.1 $24M +14% 126k 189.30
 View chart
Visa Inc Com Cl A Stock (V) 0.9 $19M +2% 60k 316.04
 View chart
Amazon Stock (AMZN) 0.9 $18M 83k 219.39
 View chart
Nvidia Corporation Stock (NVDA) 0.8 $16M 121k 134.29
 View chart
Blackrock Stock (BLK) 0.7 $16M 15k 1025.09
 View chart
Cme Group Stock (CME) 0.7 $15M 65k 232.23
 View chart
Meta Platforms Inc Cl A Stock (META) 0.7 $15M +2% 25k 585.50
 View chart
Paccar Stock (PCAR) 0.7 $14M 139k 104.02
 View chart
Truist Finl Corp Stock (TFC) 0.7 $14M +97% 332k 43.38
 View chart
Salesforce Stock (CRM) 0.7 $14M -9% 42k 334.33
 View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.7 $14M +299% 492k 27.87
 View chart
Palo Alto Networks Stock (PANW) 0.6 $14M +102% 75k 181.96
 View chart
Netflix Stock (NFLX) 0.6 $14M -20% 15k 891.32
 View chart
Digital Rlty Tr Reit (DLR) 0.6 $12M 67k 177.33
 View chart
Cisco Sys Stock (CSCO) 0.6 $12M 201k 59.20
 View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.6 $12M +200% 451k 26.07
 View chart
At&t Stock (T) 0.6 $12M 514k 22.77
 View chart
Invesco Qqq Trust Series I Etf (QQQ) 0.6 $12M 23k 511.22
 View chart
Chevron Corp Stock (CVX) 0.5 $11M 75k 144.84
 View chart
Procter And Gamble Stock (PG) 0.5 $11M 64k 167.65
 View chart
International Business Machs Stock (IBM) 0.5 $11M -25% 49k 219.83
 View chart
Pnc Finl Svcs Group Stock (PNC) 0.5 $11M 56k 192.85
 View chart
Duke Energy Corp Stock (DUK) 0.5 $10M 96k 107.74
 View chart
Mastercard Incorporated Cl A Stock (MA) 0.5 $10M +4% 19k 526.57
 View chart
Caterpillar Stock (CAT) 0.5 $10M -24% 28k 362.76
 View chart
Broadcom Stock (AVGO) 0.5 $10M -52% 44k 231.84
 View chart
Costco Whsl Corp Stock (COST) 0.5 $10M +4% 11k 916.29
 View chart
Walmart Stock (WMT) 0.5 $10M 111k 90.35
 View chart
Pepsico Stock (PEP) 0.5 $9.8M 64k 152.06
 View chart
Pfizer Stock (PFE) 0.5 $9.7M +52% 366k 26.53
 View chart
Lockheed Martin Corp Stock (LMT) 0.5 $9.6M 20k 485.93
 View chart
Comcast Corp New Cl A Stock (CMCSA) 0.5 $9.5M +6% 253k 37.53
 View chart
Schwab International Equity Etf Etf (SCHF) 0.4 $9.3M +98% 503k 18.50
 View chart
Applied Matls Stock (AMAT) 0.4 $9.3M +17% 57k 162.63
 View chart
Mercadolibre Stock (MELI) 0.4 $9.2M +3% 5.4k 1700.44
 View chart
S&p Global Stock (SPGI) 0.4 $9.1M +8% 18k 498.04
 View chart
Jpmorgan Chase & Co Stock (JPM) 0.4 $9.1M 38k 239.71
 View chart
Vertex Pharmaceuticals Stock (VRTX) 0.4 $9.0M +15% 22k 402.70
 View chart
Danaher Corporation Stock (DHR) 0.4 $8.6M +11% 38k 229.55
 View chart
Williams Cos Stock (WMB) 0.4 $8.5M -2% 158k 54.12
 View chart
Home Depot Stock (HD) 0.4 $8.5M -10% 22k 388.99
 View chart
Shopify Inc Cl A Stock (SHOP) 0.4 $8.5M -2% 80k 106.33
 View chart
Gilead Sciences Stock (GILD) 0.4 $8.4M -2% 91k 92.37
 View chart
Uber Technologies Stock (UBER) 0.4 $8.3M +13% 138k 60.32
 View chart
Emerson Elec Stock (EMR) 0.4 $8.1M -17% 66k 123.93
 View chart
Automatic Data Processing Stock (ADP) 0.4 $7.9M 27k 292.73
 View chart
General Dynamics Corp Stock (GD) 0.4 $7.8M +48% 30k 263.49
 View chart
Goldman Sachs Group Stock (GS) 0.4 $7.6M 13k 572.63
 View chart
Old Rep Intl Corp Stock (ORI) 0.4 $7.5M 207k 36.19
 View chart
Verizon Communications Stock (VZ) 0.4 $7.4M +961% 186k 39.99
 View chart
Prudential Finl Stock (PRU) 0.3 $7.1M 60k 118.53
 View chart
Merck & Co Stock (MRK) 0.3 $7.0M +18% 70k 99.48
 View chart
Pulte Group Stock (PHM) 0.3 $6.9M +39% 64k 108.90
 View chart
Edwards Lifesciences Corp Stock (EW) 0.3 $6.9M +38% 93k 74.03
 View chart
Republic Svcs Stock (RSG) 0.3 $6.8M 34k 201.18
 View chart
Franklin U.s Core Bond Etf Etf (FLCB) 0.3 $6.7M 319k 21.09
 View chart
Roper Technologies Stock (ROP) 0.3 $6.7M 13k 519.85
 View chart
American Tower Corp Reit (AMT) 0.3 $6.6M +19% 36k 183.41
 View chart
Metlife Stock (MET) 0.3 $6.5M 79k 81.88
 View chart
Coca Cola Stock (KO) 0.3 $6.5M +16% 104k 62.26
 View chart
Te Connectivity Plc Ord Stock (TEL) 0.3 $6.5M 45k 142.97
 View chart
Adobe Stock (ADBE) 0.3 $6.2M +8% 14k 444.68
 View chart
Insulet Corp Stock (PODD) 0.3 $6.2M NEW 24k 261.07
 View chart
Synopsys Stock (SNPS) 0.3 $6.1M NEW 13k 485.36
 View chart
Nice Adr (NICE) 0.3 $6.0M +5% 35k 169.84
 View chart
Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $5.9M +7% 99k 59.73
 View chart
Columbia Research Enhanced Core Etf Etf (RECS) 0.3 $5.9M +59% 171k 34.62
 View chart
Unitedhealth Group Stock (UNH) 0.3 $5.9M 12k 505.85
 View chart
Analog Devices Stock (ADI) 0.3 $5.8M 27k 212.46
 View chart
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $5.8M 20k 289.81
 View chart
Texas Instrs Stock (TXN) 0.3 $5.7M 31k 187.51
 View chart
Zoetis Inc Cl A Stock (ZTS) 0.3 $5.7M +8% 35k 162.93
 View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.3 $5.7M +106% 250k 22.70
 View chart
Amgen Stock (AMGN) 0.2 $5.2M 20k 260.64
 View chart
Xcel Energy Stock (XEL) 0.2 $4.8M -2% 71k 67.52
 View chart
Johnson & Johnson Stock (JNJ) 0.2 $4.6M 32k 144.62
 View chart
Quanta Svcs Stock (PWR) 0.2 $4.5M -2% 14k 316.05
 View chart
Honeywell Intl Stock (HON) 0.2 $4.2M 19k 225.89
 View chart
Ross Stores Stock (ROST) 0.2 $4.1M 27k 151.27
 View chart
Stryker Corporation Stock (SYK) 0.2 $4.0M 11k 360.06
 View chart
Ametek Stock (AME) 0.2 $4.0M 22k 180.26
 View chart
Kla Corp Stock (KLAC) 0.2 $3.9M +19% 6.1k 630.15
 View chart
Nextera Energy Stock (NEE) 0.2 $3.7M 52k 71.69
 View chart
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $2.9M 110k 26.63
 View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID) 0.1 $2.9M +5% 24k 119.34
 View chart
Spdr S&p Homebuilders Etf Etf (XHB) 0.1 $2.5M +4% 24k 104.50
 View chart
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $2.4M 6.1k 401.59
 View chart
Royal Bk Cda Stock (RY) 0.1 $2.4M 20k 120.51
 View chart
Invesco S&p Smallcap Industrials Etf Etf (PSCI) 0.1 $2.3M +4% 17k 134.37
 View chart
Vaneck Semiconductor Etf Etf (SMH) 0.1 $2.3M +4% 9.5k 242.18
 View chart
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $2.1M +98% 82k 25.86
 View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.1 $1.9M +4% 41k 46.44
 View chart
Oracle Corp Stock (ORCL) 0.1 $1.9M +2% 11k 166.64
 View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $1.8M +17% 14k 128.82
 View chart
Ishares Core High Dividend Etf Etf (HDV) 0.1 $1.8M NEW 16k 112.26
 View chart
Altria Group Stock (MO) 0.1 $1.7M 33k 52.29
 View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $1.6M 13k 128.62
 View chart
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $1.5M +199% 67k 22.70
 View chart
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.1 $1.4M +201% 52k 27.71
 View chart
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $1.4M 2.4k 588.80
 View chart
Enterprise Prods Partners Stock (EPD) 0.1 $1.3M 41k 31.36
 View chart
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $1.2M 9.1k 127.59
 View chart
Philip Morris Intl Stock (PM) 0.1 $1.1M 9.4k 120.35
 View chart
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL) 0.1 $1.1M 19k 58.64
 View chart
Spdr Gold Shares Etf (GLD) 0.1 $1.1M 4.5k 242.13
 View chart
Shell Plc Spon Ads Adr (SHEL) 0.1 $1.1M 17k 62.65
 View chart
Vanguard Growth Etf Etf (VUG) 0.0 $1.1M +23% 2.6k 410.46
 View chart
Vanguard Information Technology Etf Etf (VGT) 0.0 $981k 1.6k 621.78
 View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB) 0.0 $953k +4% 26k 36.08
 View chart
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $921k +4% 9.1k 101.54
 View chart
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.0 $914k -50% 36k 25.25
 View chart
Eaton Corp Stock (ETN) 0.0 $902k 2.7k 331.93
 View chart
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $886k 4.8k 185.13
 View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.0 $880k 1.9k 453.32
 View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.0 $757k 15k 51.14
 View chart
Abbvie Stock (ABBV) 0.0 $749k +13% 4.2k 177.70
 View chart
Bank Nova Scotia Halifax Stock (BNS) 0.0 $718k 13k 53.72
 View chart
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.0 $701k +2% 6.8k 103.29
 View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.0 $665k +12% 15k 43.24
 View chart
Vanguard Financials Etf Etf (VFH) 0.0 $663k 5.6k 118.07
 View chart
Colgate Palmolive Stock (CL) 0.0 $655k 7.2k 90.91
 View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $622k +32% 32k 19.59
 View chart
Vanguard Extended Market Etf Etf (VXF) 0.0 $619k +5% 3.3k 190.00
 View chart
Spdr S&p 500 Etf Trust Etf (SPY) 0.0 $601k +27% 1.0k 586.05
 View chart
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $582k +429% 21k 27.32
 View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.0 $575k 8.1k 70.71
 View chart
Vanguard Value Etf Etf (VTV) 0.0 $570k 3.4k 169.28
 View chart
Ishares Gold Trust Etf (IAU) 0.0 $535k 11k 49.51
 View chart
Ishares Russell 1000 Etf Etf (IWB) 0.0 $524k 1.6k 322.21
 View chart
Canadian Pacific Kansas City Stock (CP) 0.0 $522k 7.2k 72.37
 View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.0 $519k 2.8k 184.88
 View chart
Blackstone Stock (BX) 0.0 $518k 3.0k 172.42
 View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $518k +4% 909.00 569.58
 View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.0 $517k 5.2k 100.32
 View chart
Mcdonalds Corp Stock (MCD) 0.0 $502k -92% 1.7k 289.93
 View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $498k -24% 6.5k 76.14
 View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ) 0.0 $479k 11k 43.72
 View chart
Vanguard Small-cap Etf Etf (VB) 0.0 $472k 2.0k 240.28
 View chart
Mplx Lp Com Unit Rep Stock (MPLX) 0.0 $466k -2% 9.7k 47.86
 View chart
Tesla Stock (TSLA) 0.0 $462k -50% 1.1k 403.84
 View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $453k -13% 2.4k 190.45
 View chart
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $452k -4% 7.3k 62.31
 View chart
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.0 $447k +16% 6.0k 74.73
 View chart
Vanguard Large-cap Etf Etf (VV) 0.0 $447k 1.7k 269.70
 View chart
Lowes Cos Stock (LOW) 0.0 $431k +2% 1.7k 246.78
 View chart
Iron Mtn Inc Del Reit (IRM) 0.0 $417k -2% 4.0k 105.11
 View chart
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $414k 8.7k 47.82
 View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.0 $408k 11k 37.42
 View chart
Oneok Stock (OKE) 0.0 $406k -2% 4.0k 100.40
 View chart
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $404k 4.2k 96.82
 View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $399k 4.1k 96.90
 View chart
Vanguard Russell 2000 Etf Etf (VTWO) 0.0 $397k 4.4k 89.33
 View chart
Deere & Co Stock (DE) 0.0 $388k -2% 915.00 423.70
 View chart
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $387k 1.4k 280.11
 View chart
Omega Healthcare Invs Reit (OHI) 0.0 $387k 10k 37.85
 View chart
Enbridge Stock (ENB) 0.0 $382k 9.0k 42.43
 View chart
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $370k 1.9k 190.87
 View chart
Vanguard Mid-cap Etf Etf (VO) 0.0 $363k +4% 1.4k 264.14
 View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $341k +3% 6.5k 52.22
 View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $340k -3% 3.9k 87.91
 View chart
Eli Lilly & Co Stock (LLY) 0.0 $334k +21% 432.00 772.37
 View chart
Boeing Stock (BA) 0.0 $332k +47% 1.9k 177.03
 View chart
Disney Walt Stock (DIS) 0.0 $323k +20% 2.9k 111.37
 View chart
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $317k +7% 1.6k 197.49
 View chart
Advanced Micro Devices Stock (AMD) 0.0 $313k -9% 2.6k 120.79
 View chart
Regions Financial Corp Stock (RF) 0.0 $311k 13k 23.52
 View chart
Motorola Solutions Stock (MSI) 0.0 $308k +59% 667.00 462.30
 View chart
Janus Henderson Short Duration Income Etf Etf (VNLA) 0.0 $303k 6.2k 48.91
 View chart
Rtx Corporation Stock (RTX) 0.0 $295k +7% 2.5k 115.72
 View chart
Invesco S&p 500 Top 50 Etf Etf (XLG) 0.0 $293k 5.9k 49.96
 View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.0 $291k -14% 8.7k 33.39
 View chart
Ishares Silver Trust Etf (SLV) 0.0 $289k 11k 26.33
 View chart
Hershey Stock (HSY) 0.0 $282k +7% 1.7k 169.31
 View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG) 0.0 $277k 6.4k 43.47
 View chart
Kkr & Co Stock (KKR) 0.0 $274k +3% 1.9k 147.91
 View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW) 0.0 $265k 7.9k 33.74
 View chart
Ishares Core Growth Allocation Etf Etf (AOR) 0.0 $263k NEW 4.6k 57.32
 View chart
General Mls Stock (GIS) 0.0 $259k +5% 4.1k 63.76
 View chart
Alerian Mlp Etf Etf (AMLP) 0.0 $258k -5% 5.4k 48.16
 View chart
Henry Jack & Assoc Stock (JKHY) 0.0 $254k 1.5k 175.30
 View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $254k +13% 1.5k 175.22
 View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $253k +27% 740.00 342.16
 View chart
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $251k 1.3k 198.18
 View chart
Us Bancorp Del Stock (USB) 0.0 $249k 5.2k 47.83
 View chart
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $242k +118% 3.2k 75.63
 View chart
Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $241k NEW 2.1k 113.61
 View chart
Bristol-myers Squibb Stock (BMY) 0.0 $229k +14% 4.0k 56.56
 View chart
Invesco Ultra Short Duration Etf Etf (GSY) 0.0 $226k 4.5k 50.11
 View chart
Vanguard Energy Etf Etf (VDE) 0.0 $224k 1.8k 121.31
 View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.0 $220k 2.9k 75.54
 View chart
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $218k +310% 9.4k 23.18
 View chart
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $217k 1.3k 161.77
 View chart
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $216k +4% 1.9k 115.23
 View chart
Brighthouse Finl Stock (BHF) 0.0 $215k 210k 1.02
 View chart
Bank Montreal Que Stock (BMO) 0.0 $214k 2.2k 97.05
 View chart
Vanguard Industrials Etf Etf (VIS) 0.0 $214k 840.00 254.39
 View chart
Dominion Energy Stock (D) 0.0 $208k -15% 3.9k 53.86
 View chart
Keycorp Stock (KEY) 0.0 $205k 12k 17.14
 View chart
Starbucks Corp Stock (SBUX) 0.0 $202k -9% 2.2k 91.24
 View chart
American Express Stock (AXP) 0.0 $195k +3% 657.00 296.60
 View chart
Yum Brands Stock (YUM) 0.0 $195k 1.5k 134.19
 View chart
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $194k +13% 2.8k 70.28
 View chart
Welltower Reit (WELL) 0.0 $191k 1.5k 126.03
 View chart
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $191k +15% 976.00 195.82
 View chart
Pimco 15 Year Us Tips Index Exchange-traded Fund Etf (LTPZ) 0.0 $190k 3.6k 52.07
 View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $189k 2.1k 91.44
 View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.0 $187k 2.4k 77.90
 View chart
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $183k +12% 2.5k 74.02
 View chart
American Elec Pwr Stock (AEP) 0.0 $182k 2.0k 92.22
 View chart
Ishares National Muni Bond Etf Etf (MUB) 0.0 $179k +6% 1.7k 106.55
 View chart
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.0 $178k 1.1k 165.25
 View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $176k +24% 3.2k 55.45
 View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.0 $175k 2.0k 87.26
 View chart
Wisdomtree Cybersecurity Fund Etf (WCBR) 0.0 $173k 6.1k 28.26
 View chart
Hubbell Stock (HUBB) 0.0 $173k +93% 413.00 418.89
 View chart
3M Stock (MMM) 0.0 $171k 1.3k 129.13
 View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $167k 3.8k 44.04
 View chart
Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $163k 433.00 375.38
 View chart
Fidelity Msci Industrial Index Etf Etf (FIDU) 0.0 $161k 2.3k 70.31
 View chart
Dell Technologies Inc Cl C Stock (DELL) 0.0 $161k +7% 1.4k 115.24
 View chart
Chipotle Mexican Grill Stock (CMG) 0.0 $159k -18% 2.6k 60.30
 View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.0 $158k -99% 4.2k 37.12
 View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.0 $154k 6.4k 24.07
 View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.0 $154k 6.2k 25.05
 View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.0 $154k 6.4k 23.96
 View chart
Ishares Russell Midcap Etf Etf (IWR) 0.0 $154k +3% 1.7k 88.40
 View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.0 $154k 6.2k 24.90
 View chart
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $153k +8% 435.00 351.79
 View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) 0.0 $152k 5.2k 29.30
 View chart
Realty Income Corp Reit (O) 0.0 $149k +12% 2.8k 53.41
 View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.0 $149k 1.2k 124.94
 View chart

Past Filings by Bogart Wealth

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

View all past filings