Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Bogart Wealth

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

Top 5 stock holdings are VOO, ACWI, Exxon Mobil Corp, CGDV, BND, and represent 26.21% of Bogart Wealth's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp (+$165M), IJR (+$32M), VOO (+$25M), JAAA (+$22M), TSM (+$14M), MSI (+$9.1M), KLAC (+$8.2M), JCPB (+$6.8M), GEV (+$6.7M), SPMO (+$6.5M).
Started 305 new stock positions in HMC, EXP, ONEW, JEF, SIGI, CART, UAMY, RGNX, TERG, AUGO.
Reduced shares in these 10 stocks: , AUSF (-$47M), PANW (-$16M), HPE (-$10M), KO (-$5.8M), IGV (-$5.5M), MU (-$5.5M), ADSK (-$5.2M), CSCO (-$5.2M), PODD (-$5.1M).
Sold out of its positions in GLTR, AKR, Air Lease Corp, ABTC, MJ, AX, BSAC, BLCO, BILL, Bitfarms.
Bogart Wealth was a net buyer of stock by $84M.
Bogart Wealth has $2.9B in assets under management (AUM), dropping by 12.44%.
Central Index Key (CIK): 0001715740

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 csv

Download as Excel

Portfolio Holdings for Bogart Wealth

Bogart Wealth holds 2011 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Bogart Wealth has 2011 total positions. Only the first 250 positions are shown.

Sign up to view all of the Bogart Wealth June 30, 2026 positions
Download the Bogart Wealth June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	6.8	$197M	+14%	287k	686.81	View chart
Ishares Msci Acwi Etf Etf (ACWI)	5.6	$165M		1.0M	156.97	View chart
Exxonmobil Holdings Corp Stock	5.6	$165M	NEW	1.2M	136.72	View chart
Capital Group Dividend Value Etf Etf (CGDV)	4.1	$120M		2.4M	49.28	View chart
Vanguard Total Bond Market Etf Etf (BND)	4.1	$119M	+4%	1.6M	73.41	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	3.5	$103M	+2%	1.2M	82.49	View chart
Victoryshares Core Intermediate Bond Etf Etf (UITB)	3.5	$102M	+5%	2.2M	46.84	View chart
Columbia Research Enhanced Core Etf Etf (RECS)	3.5	$101M	+2%	2.3M	43.28	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	2.8	$81M		268k	302.97	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	2.8	$81M	+9%	1.7M	46.94	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	2.6	$75M		1.9M	39.68	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	2.4	$69M		1.1M	61.23	View chart
Vanguard Total International Stock Etf Etf (VXUS)	2.1	$62M		727k	85.49	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	1.8	$53M	+5%	558k	94.57	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.7	$49M	+3%	690k	71.25	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	1.4	$42M		435k	96.49	View chart
Apple Stock (AAPL)	1.4	$41M	+4%	141k	289.36	View chart
Nvidia Corporation Stock (NVDA)	1.2	$36M	+5%	179k	200.09	View chart
Microsoft Corp Stock (MSFT)	1.1	$33M	+22%	89k	373.02	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.1	$33M	+3946%	222k	148.31	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$33M		92k	357.37	View chart
Broadcom Stock (AVGO)	0.9	$27M		72k	377.75	View chart
Applied Matls Stock (AMAT)	0.9	$25M		35k	723.00	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.8	$23M		12k	1989.44	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.8	$23M	+5213%	445k	50.49	View chart
Cisco Sys Stock (CSCO)	0.8	$22M	-18%	188k	117.46	View chart
International Business Machs Stock (IBM)	0.7	$21M	+5%	76k	281.21	View chart
Amazon Stock (AMZN)	0.7	$21M		88k	238.34	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.7	$20M		600k	33.84	View chart
Micron Technology Stock (MU)	0.7	$19M	-22%	17k	1154.29	View chart
Palo Alto Networks Stock (PANW)	0.6	$19M	-46%	54k	341.02	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$19M	+2%	25k	736.40	View chart
Visa Inc Com Cl A Stock (V)	0.6	$18M	+2%	53k	343.09	View chart
Cme Group Stock (CME)	0.6	$16M	+26%	74k	220.83	View chart
Pnc Finl Svcs Group Stock (PNC)	0.6	$16M	+4%	67k	246.22	View chart
Netflix Stock (NFLX)	0.6	$16M	+42%	226k	71.40	View chart
Duke Energy Corp Stock (DUK)	0.5	$16M	+19%	126k	126.58	View chart
Eli Lilly & Co Stock (LLY)	0.5	$16M		13k	1199.41	View chart
Philip Morris Intl Stock (PM)	0.5	$16M	+4%	86k	180.91	View chart
Hewlett Packard Enterprise Stock (HPE)	0.5	$15M	-40%	335k	45.11	View chart
Target Corp Stock (TGT)	0.5	$15M	+3%	115k	130.61	View chart
S&p Global Stock (SPGI)	0.5	$15M	+3%	37k	407.26	View chart
Paccar Stock (PCAR)	0.5	$15M	+19%	124k	120.12	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.5	$15M	+1803%	31k	477.57	View chart
Medtronic Stock (MDT)	0.5	$14M	+40%	183k	78.23	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.5	$14M		410k	34.81	View chart
Kinder Morgan Inc Del Stock (KMI)	0.5	$14M	+3%	446k	31.97	View chart
Mastercard Incorporated Cl A Stock (MA)	0.5	$14M	+23%	27k	513.60	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.5	$14M		28k	496.73	View chart
Dte Energy Stock (DTE)	0.5	$14M	+4%	90k	152.37	View chart
Digital Rlty Tr Reit (DLR)	0.5	$14M	+3%	75k	179.58	View chart
Truist Finl Corp Stock (TFC)	0.5	$14M	+4%	271k	49.82	View chart
Mercadolibre Stock (MELI)	0.5	$13M	+32%	7.9k	1697.39	View chart
Emcor Group Stock (EME)	0.5	$13M		16k	829.89	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$13M	-13%	23k	563.30	View chart
Verizon Communications Stock (VZ)	0.4	$13M	+5%	304k	42.34	View chart
Pfizer Stock (PFE)	0.4	$12M	+5%	512k	24.08	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$12M	+3%	37k	327.33	View chart
Johnson & Johnson Stock (JNJ)	0.4	$12M	+6%	45k	253.97	View chart
Abbvie Stock (ABBV)	0.4	$11M	+6%	45k	251.64	View chart
General Dynamics Corp Stock (GD)	0.4	$11M	+2%	32k	354.24	View chart
Quanta Svcs Stock (PWR)	0.4	$11M	-19%	15k	720.05	View chart
Emerson Elec Stock (EMR)	0.4	$11M	+2%	77k	143.15	View chart
Chevron Corporation Stock (CVX)	0.4	$11M	+3%	65k	165.76	View chart
Simon Ppty Group Reit (SPG)	0.4	$11M	+2%	48k	223.65	View chart
Schwab International Equity Etf Etf (SCHF)	0.4	$10M		373k	27.70	View chart
Old Rep Intl Corp Stock (ORI)	0.3	$10M	+20%	249k	40.92	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$10M	+28%	20k	509.45	View chart
Procter & Gamble Stock (PG)	0.3	$10M	+17%	69k	146.64	View chart
Williams Cos Stock (WMB)	0.3	$9.9M	+2%	133k	74.34	View chart
Dominion Energy Stock (D)	0.3	$9.8M	+4%	144k	68.29	View chart
Kla Corp Stock (KLAC)	0.3	$9.6M	+563%	32k	301.71	View chart
Motorola Solutions Stock (MSI)	0.3	$9.4M	+3076%	23k	415.29	View chart
Costco Wholesale Corporation Stock (COST)	0.3	$9.4M		10k	935.48	View chart
At&t Stock (T)	0.3	$9.0M	+38%	435k	20.70	View chart
Vici Pptys Reit (VICI)	0.3	$9.0M	+27%	338k	26.55	View chart
Gilead Sciences Stock (GILD)	0.3	$8.9M	+4%	70k	126.34	View chart
Blackrock Stock (BLK)	0.3	$8.7M	+4%	9.1k	961.60	View chart
Home Depot Stock (HD)	0.3	$8.7M	+5%	25k	352.68	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.3	$8.4M		44k	191.75	View chart
Pulte Group Stock (PHM)	0.3	$8.4M	+2%	62k	137.21	View chart
Synopsys Stock (SNPS)	0.3	$8.3M		19k	446.07	View chart
Walmart Stock (WMT)	0.3	$8.1M	+3%	72k	113.26	View chart
Republic Svcs Stock (RSG)	0.3	$8.1M	+2%	38k	213.08	View chart
Mckesson Corp Stock (MCK)	0.3	$7.8M	+20%	10k	755.60	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.3	$7.4M	+5%	65k	114.18	View chart
Uber Technologies Stock (UBER)	0.3	$7.3M	+3%	101k	72.16	View chart
Ge Vernova Stock (GEV)	0.2	$6.9M	+2971%	5.9k	1174.86	View chart
Goldman Sachs Group Stock (GS)	0.2	$6.7M	+1461%	6.6k	1011.40	View chart
Intuitive Surgical Stock (ISRG)	0.2	$6.6M	+2%	17k	397.68	View chart
Stryker Corporation Stock (SYK)	0.2	$6.6M	+5%	21k	314.83	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.2	$6.5M	+73507%	41k	161.54	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$6.5M		18k	370.03	View chart
Ametek Stock (AME)	0.2	$6.3M		26k	241.94	View chart
Amgen Stock (AMGN)	0.2	$6.3M	+2%	17k	362.12	View chart
Automatic Data Processing Stock (ADP)	0.2	$6.2M	-35%	28k	223.95	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.2	$6.2M		35k	177.47	View chart
Parker-hannifin Corp Stock (PH)	0.2	$6.1M	+10067%	6.2k	978.14	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.2	$6.0M		259k	23.13	View chart
Analog Devices Stock (ADI)	0.2	$5.9M	-19%	15k	397.18	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.2	$5.5M		153k	36.26	View chart
Vanguard Core Bond Etf Etf (VCRB)	0.2	$5.5M	+8%	71k	77.23	View chart
Xcel Energy Stock (XEL)	0.2	$5.2M	+2%	65k	80.30	View chart
Resmed Stock (RMD)	0.2	$4.9M	+34%	25k	194.88	View chart
Franklin U.s Core Bond Etf Etf (FLCB)	0.1	$4.1M		193k	21.40	View chart
Royal Bk Cda Stock (RY)	0.1	$4.1M		20k	206.97	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$3.7M	+301%	30k	124.17	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$3.4M	+38%	21k	164.27	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.1	$3.4M	NEW	29k	115.98	View chart
Altria Group Stock (MO)	0.1	$2.5M	+3%	35k	71.95	View chart
Caterpillar Stock (CAT)	0.1	$2.2M	+22%	2.0k	1064.95	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$2.2M		2.9k	748.88	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$2.0M	+28%	62k	31.71	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$1.9M	+34%	2.6k	746.87	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$1.9M	-3%	66k	28.96	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.9M	-2%	5.1k	368.38	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.9M	+718%	16k	119.52	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$1.8M	+4%	5.2k	353.36	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.8M	+6%	3.0k	580.91	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$1.8M		11k	163.67	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$1.8M	+642%	21k	86.14	View chart
Oracle Corp Stock (ORCL)	0.1	$1.8M		12k	146.55	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.1	$1.6M		34k	47.41	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$1.6M	+185%	21k	77.54	View chart
Spdr Gold Tr Cll Opt 07/26 399.0 Cal Call Call Option	0.1	$1.5M		4.0k	367.96	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$1.5M		6.0k	242.43	View chart
Tesla Stock (TSLA)	0.0	$1.4M	+11%	3.4k	420.57	View chart
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL)	0.0	$1.4M		18k	78.28	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$1.4M	+2%	9.0k	158.03	View chart
Bank Nova Scotia B C Stock (BNS)	0.0	$1.2M		14k	86.84	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$1.1M		29k	36.76	View chart
Eaton Corp Stock (ETN)	0.0	$1.0M	+9%	2.4k	426.20	View chart
Merck & Co Stock (MRK)	0.0	$1.0M	+7%	7.8k	128.50	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$1.0M	+13%	2.0k	500.39	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$950k	-7%	12k	77.11	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$947k	+2%	4.3k	219.41	View chart
Vanguard Value Etf Etf (VTV)	0.0	$944k	+23%	4.3k	217.91	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$902k		11k	82.84	View chart
Coca Cola Stock (KO)	0.0	$901k	-86%	11k	81.27	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$866k	+39%	2.0k	431.46	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$861k		23k	36.87	View chart
Neos Nasdaq 100 High Income Etf Etf (QQQI)	0.0	$860k	-13%	15k	56.79	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$847k		6.6k	127.81	View chart
Ishares Gold Trust Etf (IAU)	0.0	$837k		11k	75.51	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$827k		2.0k	409.45	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.0	$823k	+8%	13k	64.50	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$801k		2.8k	285.58	View chart
Lam Research Corp Stock (LRCX)	0.0	$783k	+10%	1.8k	433.34	View chart
Schwab High Yield Bond Etf Etf (SCYB)	0.0	$783k		30k	26.18	View chart
Roper Technologies Stock (ROP)	0.0	$759k		2.2k	338.40	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$745k	+2%	4.6k	163.57	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$739k		5.6k	131.60	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$736k	+11%	7.3k	100.67	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$732k	+56%	759.00	965.00	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$723k	+39%	6.0k	121.43	View chart
Colgate Palmolive Stock (CL)	0.0	$722k	+11%	7.9k	91.68	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.0	$714k	-2%	8.1k	87.71	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$710k	+11%	7.4k	96.58	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$704k	+21%	5.7k	124.43	View chart
Sandisk Corp Stock (SNDK)	0.0	$694k	+301%	305.00	2273.73	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$682k		893.00	763.14	View chart
Western Digital Corp Stock (WDC)	0.0	$675k	+218%	1.1k	639.00	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$655k	+83%	13k	51.05	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$653k		1.3k	509.44	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$652k	+8201%	7.9k	82.62	View chart
Cummins Stock (CMI)	0.0	$647k	+2%	907.00	713.30	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$640k	+30%	5.1k	126.31	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.0	$632k		11k	57.00	View chart
Deere & Co Stock (DE)	0.0	$623k		982.00	634.33	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$622k	+30%	5.0k	124.45	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$612k		2.5k	246.25	View chart
Corning Stock (GLW)	0.0	$607k	-5%	2.4k	255.43	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$595k		9.8k	60.79	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$589k	+4%	2.8k	212.73	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$576k	+302%	9.4k	61.46	View chart
Ishares Silver Trust Etf (SLV)	0.0	$575k		11k	53.47	View chart
Halliburton Stock (HAL)	0.0	$573k		17k	33.95	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$572k		4.2k	137.53	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$567k	-2%	6.4k	89.20	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$566k	NEW	3.3k	170.84	View chart
Applied Optoelectronics Stock (AAOI)	0.0	$564k	NEW	3.8k	148.16	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$550k	+13%	6.0k	91.63	View chart
Pepsico Stock (PEP)	0.0	$546k	+14%	4.0k	135.38	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$542k		4.6k	116.67	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$528k	+124%	11k	47.71	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$511k		5.2k	98.98	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$510k		11k	47.68	View chart
Blackstone Stock (BX)	0.0	$498k	+36%	4.2k	117.66	View chart
Mcdonalds Corp Stock (MCD)	0.0	$497k	+8%	1.8k	270.33	View chart
Intel Corp Stock (INTC)	0.0	$493k	+51%	3.5k	139.63	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$493k	-10%	8.7k	56.33	View chart
Ishares Msci South Korea Etf Etf (EWY)	0.0	$485k	+4519%	2.4k	201.92	View chart
Enbridge Stock (ENB)	0.0	$483k	+4%	8.9k	54.21	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$477k	+94%	6.3k	75.45	View chart
Bank Montreal Medium Stock (BMO)	0.0	$472k	+12%	2.7k	176.70	View chart
Lowes Cos Stock (LOW)	0.0	$459k	+3%	2.1k	220.46	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$452k	+124%	1.9k	242.99	View chart
British Amern Tob Adr (BTI)	0.0	$445k	+65%	7.2k	61.76	View chart
Rtx Corporation Stock (RTX)	0.0	$443k	+4%	2.3k	189.73	View chart
American Elec Pwr Stock (AEP)	0.0	$433k	+9%	3.2k	136.81	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$430k	-5%	4.2k	102.81	View chart
Invesco Total Return Bond Etf Etf (GTO)	0.0	$428k	-5%	9.1k	46.87	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$427k	+36%	15k	29.43	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$411k		3.5k	119.00	View chart
Regions Financial Corp Stock (RF)	0.0	$403k		13k	30.20	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$397k		2.7k	146.43	View chart
Occidental Pete Corp Stock (OXY)	0.0	$385k		7.9k	48.57	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$381k		20k	19.12	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$377k	+115%	11k	33.29	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$377k	-41%	1.6k	236.64	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$370k	+304%	4.6k	80.57	View chart
Marvell Technology Stock (MRVL)	0.0	$370k	+646%	1.2k	297.99	View chart
Boeing Stock (BA)	0.0	$366k	+33%	1.7k	216.51	View chart
Petroleo Brasileiro S A Sp Adr Non Vtg Adr (PBR.A)	0.0	$366k		25k	14.64	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$360k	+15%	1.2k	300.48	View chart
Global X Adaptive U.s. Factor Etf Etf (AUSF)	0.0	$350k	-99%	7.2k	48.86	View chart
Adobe Stock (ADBE)	0.0	$347k		1.7k	205.02	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$342k	+200%	6.0k	56.48	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$340k		7.9k	43.30	View chart
Ge Aerospace Stock (GE)	0.0	$337k	+15%	901.00	373.92	View chart
Prudential Finl Stock (PRU)	0.0	$336k	+10%	3.1k	107.91	View chart
Hershey Stock (HSY)	0.0	$335k		1.9k	175.43	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.0	$334k		6.4k	52.38	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$334k	-3%	913.00	365.79	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$334k	+2%	4.1k	81.16	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$317k	+14%	3.2k	98.31	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$314k		3.6k	86.65	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$307k	+2%	3.7k	83.75	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$303k		840.00	360.38	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.0	$303k	-16%	6.2k	48.86	View chart
Welltower Reit (WELL)	0.0	$300k		1.3k	226.97	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.0	$300k	+185250%	3.7k	81.00	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$297k		422.00	703.34	View chart
Unitedhealth Group Stock (UNH)	0.0	$292k	+12%	703.00	415.42	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$288k		837.00	343.91	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$284k		1.9k	150.13	View chart
Texas Instrs Stock (TXN)	0.0	$282k	+41%	945.00	298.16	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$281k	+20%	4.7k	59.69	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$277k	+5%	915.00	303.17	View chart
Starbucks Corp Stock (SBUX)	0.0	$276k	+42%	2.7k	102.17	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$276k	+16%	1.4k	197.60	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$275k	-21%	3.6k	76.69	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$275k		5.0k	54.69	View chart
Constellation Energy Corp Stock (CEG)	0.0	$272k		1.1k	248.44	View chart
Wells Fargo & Co Stock (WFC)	0.0	$271k	+79%	3.3k	82.63	View chart
Southern Stock (SO)	0.0	$266k	+23%	2.8k	95.72	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$266k		1.8k	147.73	View chart
Yum Brands Stock (YUM)	0.0	$262k	+9%	1.6k	159.87	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$260k		2.4k	107.82	View chart
Us Bancorp Stock (USB)	0.0	$259k		4.3k	60.40	View chart

Past Filings by Bogart Wealth

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

Bogart Wealth 2026 Q2 filed July 24, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z