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 201–250 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IRM | IRON MTN INC DEL COM | 4K | $100K–$500K | SH |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | 8K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 4K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 19K | $100K–$500K | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 3K | $100K–$500K | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 3K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC COM | 1K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC COM NEW | 2K | $100K–$500K | SH |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | 6K | $100K–$500K | SH |
| BMO | BANK MONTREAL QUE COM | 2K | $100K–$500K | SH |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 6K | $100K–$500K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 1K | $100K–$500K | SH |
| VB | VANGUARD SMALL-CAP ETF | 1K | $100K–$500K | SH |
| WELL | WELLTOWER INC COM | 2K | $100K–$500K | SH |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 4K | $100K–$500K | SH |
| BHB | BAR HBR BANKSHARES COM | 9K | $100K–$500K | SH |
| PBR.A | PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG | 25K | $100K–$500K | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 943 | $100K–$500K | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 11K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO COM CL A | 2K | $100K–$500K | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 2K | $100K–$500K | SH |
| B | BARRICK MNG CORP COM SHS | 6K | $100K–$500K | SH |
| GDX | VANECK GOLD MINERS ETF | 3K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 2K | $100K–$500K | SH |
| AMLP | ALERIAN MLP ETF | 6K | $100K–$500K | SH |
| JKHY | HENRY JACK & ASSOC INC COM | 1K | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY COM | 4K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP COM | 3K | $100K–$500K | SH |
| VV | VANGUARD LARGE-CAP ETF | 837 | $100K–$500K | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 4K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | 678 | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | 5K | $100K–$500K | SH |
| VIS | VANGUARD INDUSTRIALS ETF | 840 | $100K–$500K | SH |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 3K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO COM | 667 | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 4K | $100K–$500K | SH |
| GLW | CORNING INC COM | 3K | $100K–$500K | SH |
| VDE | VANGUARD ENERGY ETF | 2K | $100K–$500K | SH |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 2K | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 892 | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 481 | $100K–$500K | SH |
| KKR | KKR & CO INC COM | 2K | $100K–$500K | SH |
| GSY | INVESCO ULTRA SHORT DURATION ETF | 5K | $100K–$500K | SH |
| ZION | ZIONS BANCORPORATION N A COM | 4K | $100K–$500K | SH |
| YUM | YUM BRANDS INC COM | 1K | $100K–$500K | SH |
| USB | US BANCORP DEL COM NEW | 4K | $100K–$500K | SH |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 2K | $100K–$500K | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 1K | $100K–$500K | SH |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 2K | $100K–$500K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 4K | $100K–$500K | SH |