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 151–200 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 3K | $500K+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 5K | $500K+ | SH |
| ADBE | ADOBE INC COM | 2K | $500K+ | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 3K | $500K+ | SH |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | 11K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 3K | $500K+ | SH |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | 4K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO COM | 7K | $500K+ | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 6K | $500K+ | SH |
| SHEL | SHELL PLC SPON ADS | 8K | $500K+ | SH |
| BX | BLACKSTONE INC COM | 4K | $500K+ | SH |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 12K | $500K+ | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 5K | $500K+ | SH |
| NVDL | GRANITESHARES 2X LONG NVDA DAILY ETF | 6K | $500K+ | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 5K | $500K+ | SH |
| MPLX | MPLX LP COM UNIT REP LTD | 10K | $500K+ | SH |
| TSLA | TESLA INC COM | 1K | $500K+ | SH |
| MCD | MCDONALDS CORP COM | 2K | $500K+ | SH |
| TGTX | TG THERAPEUTICS INC COM | 17K | $500K+ | SH |
| PEP | PEPSICO INC COM | 3K | $100K–$500K | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 7K | $100K–$500K | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 9K | $100K–$500K | SH |
| RTX | RTX CORPORATION COM | 3K | $100K–$500K | SH |
| OHI | OMEGA HEALTHCARE INVS INC COM | 10K | $100K–$500K | SH |
| HAL | HALLIBURTON CO COM | 16K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 2K | $100K–$500K | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 5K | $100K–$500K | SH |
| LOW | LOWES COS INC COM | 2K | $100K–$500K | SH |
| CMI | CUMMINS INC COM | 882 | $100K–$500K | SH |
| DE | DEERE & CO COM | 949 | $100K–$500K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 4K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 914 | $100K–$500K | SH |
| BA | BOEING CO COM | 2K | $100K–$500K | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 2K | $100K–$500K | SH |
| GTO | INVESCO TOTAL RETURN BOND ETF | 9K | $100K–$500K | SH |
| ENB | ENBRIDGE INC COM | 9K | $100K–$500K | SH |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 5K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 660 | $100K–$500K | SH |
| VO | VANGUARD MID-CAP ETF | 1K | $100K–$500K | SH |
| QCOM | QUALCOMM INC COM | 2K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 1K | $100K–$500K | SH |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES | 9K | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORP NEW COM | 13K | $100K–$500K | SH |
| — | SPDR S&P 500 ETF TR | 500 | $100K–$500K | SH (Call) |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 2K | $100K–$500K | SH |
| HSY | HERSHEY CO COM | 2K | $100K–$500K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 4K | $100K–$500K | SH |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | 7K | $100K–$500K | SH |
| OXY | OCCIDENTAL PETE CORP COM | 8K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 3K | $100K–$500K | SH |