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 801–850 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | 94 | $1K–$15K | SH |
| RDW | REDWIRE CORPORATION COM | 2K | $1K–$15K | SH |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | 457 | $1K–$15K | SH |
| NVDY | YIELDMAX NVDA OPTION INCOME STRATEGY ETF | 878 | $1K–$15K | SH |
| GOOD | GLADSTONE COMMERCIAL CORP COM | 1K | $1K–$15K | SH |
| ALGT | ALLEGIANT TRAVEL CO COM | 150 | $1K–$15K | SH |
| L | LOEWS CORP COM | 121 | $1K–$15K | SH |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | 549 | $1K–$15K | SH |
| IVES | DAN IVES WEDBUSH AI REVOLUTION ETF | 401 | $1K–$15K | SH |
| DLTR | DOLLAR TREE INC COM | 103 | $1K–$15K | SH |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 155 | $1K–$15K | SH |
| OBK | ORIGIN BANCORP INC COM | 333 | $1K–$15K | SH |
| TSN | TYSON FOODS INC CL A | 213 | $1K–$15K | SH |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | 2K | $1K–$15K | SH |
| REGN | REGENERON PHARMACEUTICALS COM | 16 | $1K–$15K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | 552 | $1K–$15K | SH |
| ULVM | VICTORYSHARES US VALUE MOMENTUM ETF | 135 | $1K–$15K | SH |
| IYY | ISHARES DOW JONES U.S. ETF | 74 | $1K–$15K | SH |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | 85 | $1K–$15K | SH |
| EXPD | EXPEDITORS INTL WASH INC COM | 82 | $1K–$15K | SH |
| KBE | STATE STREET SPDR S&P BANK ETF | 200 | $1K–$15K | SH |
| CBOE | CBOE GLOBAL MKTS INC COM | 48 | $1K–$15K | SH |
| NTAP | NETAPP INC COM | 112 | $1K–$15K | SH |
| LECO | LINCOLN ELEC HLDGS INC COM | 50 | $1K–$15K | SH |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 263 | $1K–$15K | SH |
| CSGP | COSTAR GROUP INC COM | 176 | $1K–$15K | SH |
| MRNA | MODERNA INC COM | 400 | $1K–$15K | SH |
| MGA | MAGNA INTL INC COM | 221 | $1K–$15K | SH |
| PULS | PGIM ULTRA SHORT BOND ETF | 237 | $1K–$15K | SH |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 117 | $1K–$15K | SH |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 202 | $1K–$15K | SH |
| SHLS | SHOALS TECHNOLOGIES GROUP INC CL A | 1K | $1K–$15K | SH |
| BWXT | BWX TECHNOLOGIES INC COM | 67 | $1K–$15K | SH |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | 112 | $1K–$15K | SH |
| MTZ | MASTEC INC COM | 53 | $1K–$15K | SH |
| XRAY | DENTSPLY SIRONA INC COM | 1K | $1K–$15K | SH |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | 315 | $1K–$15K | SH |
| CRL | CHARLES RIV LABS INTL INC COM | 57 | $1K–$15K | SH |
| CPRT | COPART INC COM | 289 | $1K–$15K | SH |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | 852 | $1K–$15K | SH |
| LEMB | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | 269 | $1K–$15K | SH |
| HLI | HOULIHAN LOKEY INC CL A | 64 | $1K–$15K | SH |
| RNP | COHEN & STEERS REIT & PFD & IN COM | 560 | $1K–$15K | SH |
| DMB | BNY MELLON MUN BD INFRASTRUCTU COM SHS | 1K | $1K–$15K | SH |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | 130 | $1K–$15K | SH |
| RSPR | INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF | 324 | $1K–$15K | SH |
| EBAY | EBAY INC. COM | 125 | $1K–$15K | SH |
| KVUE | KENVUE INC COM | 631 | $1K–$15K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | 120 | $1K–$15K | SH |
| ARKK | ARK INNOVATION ETF | 140 | $1K–$15K | SH |