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 401–450 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QBTS | D-WAVE QUANTUM INC COM | 3K | $50K–$100K | SH |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | 3K | $50K–$100K | SH |
| CASY | CASEYS GEN STORES INC COM | 126 | $50K–$100K | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 248 | $50K–$100K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 2K | $50K–$100K | SH |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | 3K | $50K–$100K | SH |
| IXN | ISHARES GLOBAL TECH ETF | 648 | $50K–$100K | SH |
| NSC | NORFOLK SOUTHN CORP COM | 235 | $50K–$100K | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 1K | $50K–$100K | SH |
| NKSH | NATIONAL BANKSHARES INC VA COM | 2K | $50K–$100K | SH |
| SAP | SAP SE SPON ADR | 271 | $50K–$100K | SH |
| MSM | MSC INDL DIRECT INC CL A | 780 | $50K–$100K | SH |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 1K | $50K–$100K | SH |
| ES | EVERSOURCE ENERGY COM | 969 | $50K–$100K | SH |
| NEM | NEWMONT CORP COM | 649 | $50K–$100K | SH |
| TCPC | BLACKROCK TCP CAPITAL CORP COM | 12K | $50K–$100K | SH |
| GSK | GSK PLC SPONSORED ADR | 1K | $50K–$100K | SH |
| WDC | WESTERN DIGITAL CORP COM | 369 | $50K–$100K | SH |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | 567 | $50K–$100K | SH |
| TRP | TC ENERGY CORP COM | 1K | $50K–$100K | SH |
| HL | HECLA MNG CO COM | 3K | $50K–$100K | SH |
| WAT | WATERS CORP COM | 157 | $50K–$100K | SH |
| PDI | PIMCO DYNAMIC INCOME FD SHS | 3K | $50K–$100K | SH |
| TRV | TRAVELERS COMPANIES INC COM | 204 | $50K–$100K | SH |
| AAL | AMERICAN AIRLS GROUP INC COM | 4K | $50K–$100K | SH |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | 1K | $50K–$100K | SH |
| DRI | DARDEN RESTAURANTS INC COM | 320 | $50K–$100K | SH |
| ACHR | ARCHER AVIATION INC COM CL A | 8K | $50K–$100K | SH |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | 3K | $50K–$100K | SH |
| DIVB | ISHARES CORE DIVIDEND ETF | 1K | $50K–$100K | SH |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 866 | $50K–$100K | SH |
| AG | FIRST MAJESTIC SILVER CORP COM | 4K | $50K–$100K | SH |
| VNOM | VIPER ENERGY INC CL A | 2K | $50K–$100K | SH |
| GWW | WW GRAINGER INC COM | 57 | $50K–$100K | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 654 | $50K–$100K | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 130 | $50K–$100K | SH |
| NOW | SERVICENOW INC COM | 375 | $50K–$100K | SH |
| CDE | COEUR MNG INC COM NEW | 3K | $50K–$100K | SH |
| ARCC | ARES CAPITAL CORP COM | 3K | $50K–$100K | SH |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 1K | $50K–$100K | SH |
| EXC | EXELON CORP COM | 1K | $50K–$100K | SH |
| MSTR | STRATEGY INC CL A NEW | 370 | $50K–$100K | SH |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | 2K | $50K–$100K | SH |
| RRC | RANGE RES CORP COM | 2K | $50K–$100K | SH |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 651 | $50K–$100K | SH |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 600 | $50K–$100K | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 763 | $50K–$100K | SH |
| MET | METLIFE INC COM | 690 | $50K–$100K | SH |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | 1K | $50K–$100K | SH |
| SOFI | SOFI TECHNOLOGIES INC COM | 2K | $50K–$100K | SH |