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 51–100 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC COM | 276K | $1M+ | SH |
| PODD | INSULET CORP COM | 39K | $1M+ | SH |
| WMT | WALMART INC COM | 98K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 10K | $1M+ | SH |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | 10K | $1M+ | SH |
| DLR | DIGITAL RLTY TR INC COM | 70K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 51K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 31K | $1M+ | SH |
| EMR | EMERSON ELEC CO COM | 74K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 11K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 28K | $1M+ | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 385K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 16K | $1M+ | SH |
| ORI | OLD REP INTL CORP COM | 200K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 56K | $1M+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 364K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW COM | 46K | $1M+ | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 52K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC COM | 67K | $1M+ | SH |
| PWR | QUANTA SVCS INC COM | 19K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 83K | $1M+ | SH |
| D | DOMINION ENERGY INC COM | 134K | $1M+ | SH |
| ADSK | AUTODESK INC COM | 27K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC COM | 95K | $1M+ | SH |
| TGT | TARGET CORP COM | 78K | $1M+ | SH |
| WMB | WILLIAMS COS INC COM | 127K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC COM | 36K | $1M+ | SH |
| EME | EMCOR GROUP INC COM | 12K | $1M+ | SH |
| BLK | BLACKROCK INC COM | 7K | $1M+ | SH |
| T | AT&T INC COM | 301K | $1M+ | SH |
| INTU | INTUIT COM | 11K | $1M+ | SH |
| VEEV | VEEVA SYS INC CL A COM | 33K | $1M+ | SH |
| SNPS | SYNOPSYS INC COM | 15K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 27K | $1M+ | SH |
| VICI | VICI PPTYS INC COM | 248K | $1M+ | SH |
| DTE | DTE ENERGY CO COM | 54K | $1M+ | SH |
| PHM | PULTE GROUP INC COM | 58K | $1M+ | SH |
| SYK | STRYKER CORPORATION COM | 19K | $1M+ | SH |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | 41K | $1M+ | SH |
| KLAC | KLA CORP COM NEW | 5K | $1M+ | SH |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 250K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 17K | $1M+ | SH |
| KO | COCA COLA CO COM | 81K | $1M+ | SH |
| JAAA | JANUS HENDERSON AAA CLO ETF | 111K | $1M+ | SH |
| AMGN | AMGEN INC COM | 17K | $1M+ | SH |
| AME | AMETEK INC COM | 25K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 9K | $1M+ | SH |
| ADI | ANALOG DEVICES INC COM | 18K | $1M+ | SH |
| VCRB | VANGUARD CORE BOND ETF | 60K | $1M+ | SH |
| RSPU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | 60K | $1M+ | SH |