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 651–700 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JBBB | JANUS HENDERSON B-BBB CLO ETF | 466 | $15K–$50K | SH |
| STZ | CONSTELLATION BRANDS INC CL A | 161 | $15K–$50K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 235 | $15K–$50K | SH |
| GPC | GENUINE PARTS CO COM | 180 | $15K–$50K | SH |
| MPC | MARATHON PETE CORP COM | 135 | $15K–$50K | SH |
| BDX | BECTON DICKINSON & CO COM | 113 | $15K–$50K | SH |
| MAT | MATTEL INC COM | 1K | $15K–$50K | SH |
| GWRE | GUIDEWIRE SOFTWARE INC COM | 108 | $15K–$50K | SH |
| BSM | BLACK STONE MINERALS L P COM UNIT | 2K | $15K–$50K | SH |
| RITM | RITHM CAPITAL CORP COM NEW | 2K | $15K–$50K | SH |
| AJG | GALLAGHER ARTHUR J & CO COM | 83 | $15K–$50K | SH |
| AZZ | AZZ INC COM | 200 | $15K–$50K | SH |
| BKNG | BOOKING HOLDINGS INC COM | 4 | $15K–$50K | SH |
| FQAL | FIDELITY QUALITY FACTOR ETF | 283 | $15K–$50K | SH |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 274 | $15K–$50K | SH |
| BCE | BCE INC COM NEW | 886 | $15K–$50K | SH |
| PPTA | PERPETUA RESOURCES CORP COM | 861 | $15K–$50K | SH |
| DAVE | DAVE INC CLASS A COM NEW | 94 | $15K–$50K | SH |
| KIM | KIMCO RLTY CORP COM | 1K | $15K–$50K | SH |
| LEVI | LEVI STRAUSS & CO NEW CL A COM STK | 1K | $15K–$50K | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 514 | $15K–$50K | SH |
| AEE | AMEREN CORP COM | 207 | $15K–$50K | SH |
| PTY | PIMCO CORPORATE & INCOME OPPOR COM | 2K | $15K–$50K | SH |
| OEF | ISHARES S&P 100 ETF | 60 | $15K–$50K | SH |
| HIG | HARTFORD INSURANCE GROUP INC COM | 149 | $15K–$50K | SH |
| SONY | SONY GROUP CORP SPONSORED ADR | 800 | $15K–$50K | SH |
| SCHK | SCHWAB 1000 INDEX ETF | 624 | $15K–$50K | SH |
| PAAS | PAN AMERN SILVER CORP COM | 395 | $15K–$50K | SH |
| TTAN | SERVICETITAN INC SHS CL A | 192 | $15K–$50K | SH |
| APH | AMPHENOL CORP NEW CL A | 151 | $15K–$50K | SH |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | 4K | $15K–$50K | SH |
| WM | WASTE MGMT INC DEL COM | 93 | $15K–$50K | SH |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 200 | $15K–$50K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 265 | $15K–$50K | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 256 | $15K–$50K | SH |
| CCI | CROWN CASTLE INC COM | 226 | $15K–$50K | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 365 | $15K–$50K | SH |
| AER | AERCAP HOLDINGS NV SHS | 139 | $15K–$50K | SH |
| CTBI | COMMUNITY TR BANCORP INC COM | 353 | $15K–$50K | SH |
| LITE | LUMENTUM HLDGS INC COM | 54 | $15K–$50K | SH |
| EXK | ENDEAVOUR SILVER CORP COM | 2K | $15K–$50K | SH |
| CF | CF INDS HLDGS INC COM | 253 | $15K–$50K | SH |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 236 | $15K–$50K | SH |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | 423 | $15K–$50K | SH |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | 351 | $15K–$50K | SH |
| TCAL | T. ROWE PRICE CAPITAL APPRECIATION PREMIUM INCOME ETF | 821 | $15K–$50K | SH |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 500 | $15K–$50K | SH |
| GIAX | NICHOLAS GLOBAL EQUITY AND INCOME ETF | 1K | $15K–$50K | SH |
| SCCO | SOUTHERN COPPER CORP COM | 132 | $15K–$50K | SH |
| IIPR | INNOVATIVE INDL PPTYS INC COM | 400 | $15K–$50K | SH |