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 551–600 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OXM | OXFORD INDS INC COM | 1K | $15K–$50K | SH |
| AI | C3 AI INC CL A | 3K | $15K–$50K | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 130 | $15K–$50K | SH |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 726 | $15K–$50K | SH |
| REG | REGENCY CTRS CORP COM | 520 | $15K–$50K | SH |
| C | CITIGROUP INC COM NEW | 307 | $15K–$50K | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 706 | $15K–$50K | SH |
| ORC | ORCHID IS CAP INC COM NEW | 5K | $15K–$50K | SH |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | 535 | $15K–$50K | SH |
| TEAM | ATLASSIAN CORPORATION CL A | 217 | $15K–$50K | SH |
| SWK | STANLEY BLACK & DECKER INC COM | 473 | $15K–$50K | SH |
| KEX | KIRBY CORP COM | 313 | $15K–$50K | SH |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | 613 | $15K–$50K | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | 405 | $15K–$50K | SH |
| AFL | AFLAC INC COM | 309 | $15K–$50K | SH |
| MAGA | POINT BRIDGE AMERICA FIRST ETF | 661 | $15K–$50K | SH |
| SG | SWEETGREEN INC COM CL A | 5K | $15K–$50K | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 239 | $15K–$50K | SH |
| ILF | ISHARES LATIN AMERICA 40 ETF | 1K | $15K–$50K | SH |
| ROST | ROSS STORES INC COM | 186 | $15K–$50K | SH |
| KHC | KRAFT HEINZ CO COM | 1K | $15K–$50K | SH |
| DAL | DELTA AIR LINES INC DEL COM NEW | 479 | $15K–$50K | SH |
| VZLA | VIZSLA SILVER CORP COM NEW | 6K | $15K–$50K | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 210 | $15K–$50K | SH |
| VPL | VANGUARD FTSE PACIFIC ETF | 355 | $15K–$50K | SH |
| MCO | MOODYS CORP COM | 62 | $15K–$50K | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 263 | $15K–$50K | SH |
| AMC | AMC ENTMT HLDGS INC CL A NEW | 20K | $15K–$50K | SH |
| MSTX | DEFIANCE DAILY TARGET 2X LONG MSTR ETF | 8K | $15K–$50K | SH |
| SLB | SLB LIMITED COM STK | 802 | $15K–$50K | SH |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 981 | $15K–$50K | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 100 | $15K–$50K | SH |
| WPM | WHEATON PRECIOUS METALS CORP COM | 256 | $15K–$50K | SH |
| MCHI | ISHARES MSCI CHINA ETF | 500 | $15K–$50K | SH |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | 128 | $15K–$50K | SH |
| LUV | SOUTHWEST AIRLS CO COM | 720 | $15K–$50K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 1K | $15K–$50K | SH |
| SRE | SEMPRA COM | 333 | $15K–$50K | SH |
| UBSI | UNITED BANKSHARES INC WEST VA COM | 763 | $15K–$50K | SH |
| HIMS | HIMS & HERS HEALTH INC COM CL A | 900 | $15K–$50K | SH |
| BNDW | VANGUARD TOTAL WORLD BOND ETF | 424 | $15K–$50K | SH |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | 218 | $15K–$50K | SH |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | 595 | $15K–$50K | SH |
| WRB | BERKLEY W R CORP COM | 404 | $15K–$50K | SH |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | 127 | $15K–$50K | SH |
| CLX | CLOROX CO DEL COM | 280 | $15K–$50K | SH |
| PLBY | PLAYBOY INC COM | 15K | $15K–$50K | SH |
| FLQM | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | 495 | $15K–$50K | SH |
| CHRD | CHORD ENERGY CORPORATION COM NEW | 300 | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | 315 | $15K–$50K | SH |