CIK 1715740
Bogart Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
1,584
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LVS | LAS VEGAS SANDS CORP COM | 831 | $50K–$100K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 392 | $50K–$100K | SH |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 2K | $50K–$100K | SH |
| BXMT | BLACKSTONE MTG TR INC COM CL A | 3K | $50K–$100K | SH |
| MLM | MARTIN MARIETTA MATLS INC COM | 86 | $50K–$100K | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 519 | $50K–$100K | SH |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | 2K | $50K–$100K | SH |
| UPS | UNITED PARCEL SERVICE INC CL B | 527 | $50K–$100K | SH |
| O | REALTY INCOME CORP COM | 923 | $50K–$100K | SH |
| IPAC | ISHARES CORE MSCI PACIFIC ETF | 710 | $50K–$100K | SH |
| IYF | ISHARES U.S. FINANCIALS ETF | 400 | $50K–$100K | SH |
| CBRE | CBRE GROUP INC CL A | 319 | $50K–$100K | SH |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 638 | $50K–$100K | SH |
| TXRH | TEXAS ROADHOUSE INC COM | 306 | $50K–$100K | SH |
| SIL | GLOBAL X SILVER MINERS ETF | 608 | $50K–$100K | SH |
| DINO | HF SINCLAIR CORP COM | 1K | $50K–$100K | SH |
| UUUU | ENERGY FUELS INC COM NEW | 3K | $50K–$100K | SH |
| BKLN | INVESCO SENIOR LOAN ETF | 2K | $15K–$50K | SH |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | 1K | $15K–$50K | SH |
| UAL | UNITED AIRLS HLDGS INC COM | 444 | $15K–$50K | SH |
| ETY | EATON VANCE TAX-MANAGED DIVERS COM | 3K | $15K–$50K | SH |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 993 | $15K–$50K | SH |
| OLP | ONE LIBERTY PPTYS INC COM | 2K | $15K–$50K | SH |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | 2K | $15K–$50K | SH |
| APLD | APPLIED DIGITAL CORP COM NEW | 2K | $15K–$50K | SH |
| TROW | PRICE T ROWE GROUP INC COM | 479 | $15K–$50K | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 197 | $15K–$50K | SH |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | 992 | $15K–$50K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 164 | $15K–$50K | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 132 | $15K–$50K | SH |
| EOG | EOG RES INC COM | 453 | $15K–$50K | SH |
| MP | MP MATERIALS CORP COM CL A | 934 | $15K–$50K | SH |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 1K | $15K–$50K | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 358 | $15K–$50K | SH |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 278 | $15K–$50K | SH |
| PH | PARKER-HANNIFIN CORP COM | 53 | $15K–$50K | SH |
| TSCO | TRACTOR SUPPLY CO COM | 929 | $15K–$50K | SH |
| CB | CHUBB LIMITED COM | 148 | $15K–$50K | SH |
| IONQ | IONQ INC COM | 1K | $15K–$50K | SH |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 501 | $15K–$50K | SH |
| CVS | CVS HEALTH CORP COM | 572 | $15K–$50K | SH |
| CCL | CARNIVAL CORP PAIRED CTF | 1K | $15K–$50K | SH |
| PBA | PEMBINA PIPELINE CORP COM | 1K | $15K–$50K | SH |
| VAW | VANGUARD MATERIALS ETF | 218 | $15K–$50K | SH |
| DVN | DEVON ENERGY CORP NEW COM | 1K | $15K–$50K | SH |
| COLD | AMERICOLD REALTY TRUST INC COM | 4K | $15K–$50K | SH |
| PAYX | PAYCHEX INC COM | 400 | $15K–$50K | SH |
| STCE | SCHWAB CRYPTO THEMATIC ETF | 739 | $15K–$50K | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 871 | $15K–$50K | SH |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 2K | $15K–$50K | SH |