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 751–800 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OMC | OMNICOM GROUP INC COM | 188 | $15K–$50K | SH |
| CMBS | ISHARES CMBS ETF | 306 | $15K–$50K | SH |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 337 | $1K–$15K | SH |
| PGF | INVESCO FINANCIAL PREFERRED ETF | 1K | $1K–$15K | SH |
| IBHJ | ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF | 563 | $1K–$15K | SH |
| IBHI | ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF | 634 | $1K–$15K | SH |
| ROKU | ROKU INC COM CL A | 138 | $1K–$15K | SH |
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | 572 | $1K–$15K | SH |
| IBHL | ISHARES IBONDS 2032 TERM HIGH YIELD AND INCOME ETF | 581 | $1K–$15K | SH |
| IBHK | ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF | 578 | $1K–$15K | SH |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETF | 287 | $1K–$15K | SH |
| IBDZ | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF | 566 | $1K–$15K | SH |
| IBCA | ISHARES IBONDS DEC 2035 TERM CORPORATE ETF | 575 | $1K–$15K | SH |
| EVV | EATON VANCE LIMITED DURATION I COM | 2K | $1K–$15K | SH |
| PYPL | PAYPAL HLDGS INC COM | 254 | $1K–$15K | SH |
| EMN | EASTMAN CHEM CO COM | 231 | $1K–$15K | SH |
| ORA | ORMAT TECHNOLOGIES INC COM | 133 | $1K–$15K | SH |
| KTB | KONTOOR BRANDS INC COM | 239 | $1K–$15K | SH |
| HEI | HEICO CORP NEW COM | 45 | $1K–$15K | SH |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 175 | $1K–$15K | SH |
| EXR | EXTRA SPACE STORAGE INC COM | 111 | $1K–$15K | SH |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | 440 | $1K–$15K | SH |
| SOLV | SOLVENTUM CORP COM SHS | 181 | $1K–$15K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | 36 | $1K–$15K | SH |
| FPXI | FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF | 237 | $1K–$15K | SH |
| XPO | XPO INC COM | 103 | $1K–$15K | SH |
| WU | WESTERN UN CO COM | 2K | $1K–$15K | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 43 | $1K–$15K | SH |
| WSO | WATSCO INC COM | 41 | $1K–$15K | SH |
| USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | 600 | $1K–$15K | SH |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | 200 | $1K–$15K | SH |
| ISCF | ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF | 330 | $1K–$15K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC COM | 48 | $1K–$15K | SH |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | 3K | $1K–$15K | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 88 | $1K–$15K | SH |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | 358 | $1K–$15K | SH |
| LNT | ALLIANT ENERGY CORP COM | 208 | $1K–$15K | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 279 | $1K–$15K | SH |
| CALF | PACER US SMALL CAP CASH COWS ETF | 302 | $1K–$15K | SH |
| PAAA | PGIM AAA CLO ETF | 260 | $1K–$15K | SH |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | 114 | $1K–$15K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 114 | $1K–$15K | SH |
| FIS | FIDELITY NATL INFORMATION SVCS COM | 199 | $1K–$15K | SH |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | 484 | $1K–$15K | SH |
| RELX | RELX PLC SPONSORED ADR | 326 | $1K–$15K | SH |
| MAIN | MAIN STR CAP CORP COM | 218 | $1K–$15K | SH |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | 121 | $1K–$15K | SH |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | 45 | $1K–$15K | SH |
| SWKS | SKYWORKS SOLUTIONS INC COM | 206 | $1K–$15K | SH |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 256 | $1K–$15K | SH |