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 501–550 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CTAS | CINTAS CORP COM | 235 | $15K–$50K | SH |
| ZTS | ZOETIS INC CL A | 351 | $15K–$50K | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 262 | $15K–$50K | SH |
| DHR | DANAHER CORPORATION COM | 192 | $15K–$50K | SH |
| UPST | UPSTART HLDGS INC COM | 1K | $15K–$50K | SH |
| HPQ | HP INC COM | 2K | $15K–$50K | SH |
| CRWV | COREWEAVE INC COM CL A | 608 | $15K–$50K | SH |
| DOW | DOW INC COM | 2K | $15K–$50K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | 2K | $15K–$50K | SH |
| ALB | ALBEMARLE CORP COM | 306 | $15K–$50K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOBAL COM | 5K | $15K–$50K | SH |
| NET | CLOUDFLARE INC CL A COM | 218 | $15K–$50K | SH |
| NVO | NOVO-NORDISK A S ADR | 841 | $15K–$50K | SH |
| PLD | PROLOGIS INC. COM | 334 | $15K–$50K | SH |
| QSR | RESTAURANT BRANDS INTL INC COM | 613 | $15K–$50K | SH |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 395 | $15K–$50K | SH |
| HODL | VANECK BITCOIN ETF | 2K | $15K–$50K | SH |
| BBY | BEST BUY INC COM | 617 | $15K–$50K | SH |
| PKG | PACKAGING CORP AMER COM | 200 | $15K–$50K | SH |
| IBTM | ISHARES IBONDS DEC 2032 TERM TREASURY ETF | 2K | $15K–$50K | SH |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 457 | $15K–$50K | SH |
| AGNC | AGNC INVT CORP COM | 4K | $15K–$50K | SH |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | 1K | $15K–$50K | SH |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | 612 | $15K–$50K | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 129 | $15K–$50K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 485 | $15K–$50K | SH |
| IVR | INVESCO MORTGAGE CAPITAL INC COM | 5K | $15K–$50K | SH |
| ONON | ON HLDG AG NAMEN AKT A | 850 | $15K–$50K | SH |
| RR | RICHTECH ROBOTICS INC CL B | 12K | $15K–$50K | SH |
| UL | UNILEVER PLC SPON ADR NEW | 597 | $15K–$50K | SH |
| DFAR | DIMENSIONAL US REAL ESTATE ETF | 2K | $15K–$50K | SH |
| AFRM | AFFIRM HLDGS INC COM CL A | 521 | $15K–$50K | SH |
| BP | BP PLC SPONSORED ADR | 1K | $15K–$50K | SH |
| EMO | CLEARBRIDGE ENERGY MIDSTRM OPP COM | 865 | $15K–$50K | SH |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 514 | $15K–$50K | SH |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | 167 | $15K–$50K | SH |
| EFA | ISHARES MSCI EAFE ETF | 400 | $15K–$50K | SH |
| SNOW | SNOWFLAKE INC COM SHS | 175 | $15K–$50K | SH |
| ECL | ECOLAB INC COM | 146 | $15K–$50K | SH |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | 466 | $15K–$50K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 109 | $15K–$50K | SH |
| HRB | BLOCK H & R INC COM | 866 | $15K–$50K | SH |
| ETHE | GRAYSCALE ETHEREUM STAKING ETF | 2K | $15K–$50K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 377 | $15K–$50K | SH |
| NXJ | NUVEEN NEW JERSEY QULT MUN FD COM | 3K | $15K–$50K | SH |
| DVYA | ISHARES ASIA/PACIFIC DIVIDEND ETF | 836 | $15K–$50K | SH |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | 686 | $15K–$50K | SH |
| COWZ | PACER US CASH COWS 100 ETF | 611 | $15K–$50K | SH |
| JBLU | JETBLUE AWYS CORP COM | 8K | $15K–$50K | SH |
| COP | CONOCOPHILLIPS COM | 391 | $15K–$50K | SH |