Bogart Wealth, LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$2.1B
Holdings
1,411
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,411 positions)
| Stock | Value |
|---|---|
DVYAISHARES ASIA/PACIFIC DIVIDEND ETF | $30K |
TDWTIDEWATER INC NEW COM | $30K |
AALAMERICAN AIRLS GROUP INC COM | $30K |
BRBROADRIDGE FINL SOLUTIONS INC COM | $29K |
BNDWVANGUARD TOTAL WORLD BOND ETF | $29K |
WBDWARNER BROS DISCOVERY INC COM SER A | $29K |
RIVNRIVIAN AUTOMOTIVE INC COM CL A | $29K |
LUVSOUTHWEST AIRLS CO COM | $29K |
CCLCARNIVAL CORP PAIRED CTF | $29K |
ESEVERSOURCE ENERGY COM | $29K |
BIIBBIOGEN INC COM | $29K |
WRBBERKLEY W R CORP COM | $28K |
VOTVANGUARD MID-CAP GROWTH ETF | $28K |
MARMARRIOTT INTL INC NEW CL A | $28K |
VOOGVANGUARD S&P 500 GROWTH ETF | $28K |
BCEBCE INC COM NEW | $28K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $28K |
KEXKIRBY CORP COM | $27K |
ANETARISTA NETWORKS INC COM SHS | $27K |
PYPLPAYPAL HLDGS INC COM | $27K |
LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | $27K |
XCEMCOLUMBIA EM CORE EX-CHINA ETF | $27K |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $27K |
RCLROYAL CARIBBEAN GROUP COM | $27K |
HPHELMERICH & PAYNE INC COM | $26K |
AOMISHARES CORE 40/60 MODERATE ALLOCATION ETF | $26K |
ILFISHARES LATIN AMERICA 40 ETF | $26K |
WSOWATSCO INC COM | $26K |
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $26K |
PG4PRINCIPAL FINANCIAL GROUP INC COM | $26K |
MCOMOODYS CORP COM | $26K |
HASIHA SUSTAINABLE INFRA CAP INC COM | $26K |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $26K |
XPHDXPIONEER FLOATING RATE FUND INC COM | $26K |
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $26K |
WHRWHIRLPOOL CORP COM | $26K |
NOWSERVICENOW INC COM | $25K |
SNOWSNOWFLAKE INC CL A | $25K |
VPLVANGUARD FTSE PACIFIC ETF | $25K |
OLLIOLLIES BARGAIN OUTLET HLDGS IN COM | $25K |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $25K |
BSMBLACK STONE MINERALS L P COM UNIT | $25K |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $25K |
HLIHOULIHAN LOKEY INC CL A | $25K |
BDXBECTON DICKINSON & CO COM | $25K |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $25K |
NETCLOUDFLARE INC CL A COM | $24K |
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF | $24K |
CPBTHE CAMPBELLS COMPANY COM | $24K |
IGROISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $24K |
SCHWSCHWAB CHARLES CORP COM | $24K |
BHPBHP GROUP LTD SPONSORED ADS | $24K |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $23K |
AFRMAFFIRM HLDGS INC COM CL A | $23K |
MRVLMARVELL TECHNOLOGY INC COM | $23K |
PTYPIMCO CORPORATE & INCOME OPPOR COM | $23K |
SCHPSCHWAB US TIPS ETF | $23K |
UDRUDR INC COM | $23K |
ECOWPACER EMERGING MARKETS CASH COWS 100 ETF | $23K |
UPSTUPSTART HLDGS INC COM | $23K |
BLWBLACKROCK LTD DURATION INCOME COM SHS | $23K |
8CWCROWN CASTLE INC COM | $23K |
FDXFEDEX CORP COM | $23K |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $23K |
DFSEURDISCOVER FINL SVCS COM | $22K |
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF | $22K |
UGIUGI CORP NEW COM | $22K |
FENIFIDELITY ENHANCED INTERNATIONAL ETF | $22K |
KIMKIMCO RLTY CORP COM | $22K |
IIPRINNOVATIVE INDL PPTYS INC COM | $22K |
ADSKAUTODESK INC COM | $21K |
MATMATTEL INC COM | $21K |
VEEVVEEVA SYS INC CL A COM | $21K |
HESHESS CORP COM | $21K |
DOVDOVER CORP COM | $21K |
SNYSANOFI SPONSORED ADR | $21K |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $21K |
MAGSROUNDHILL MAGNIFICENT SEVEN ETF | $21K |
AEEAMEREN CORP COM | $21K |
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A | $20K |
TPLTEXAS PACIFIC LAND CORPORATION COM | $20K |
GWREGUIDEWIRE SOFTWARE INC COM | $20K |
BSVVANGUARD SHORT-TERM BOND ETF | $20K |
RWLINVESCO S&P 500 REVENUE ETF | $20K |
PIPRPIPER SANDLER COMPANIES COM | $20K |
ONONON HLDG AG NAMEN AKT A | $20K |
AGNCAGNC INVT CORP COM | $20K |
RFVINVESCO S&P MIDCAP 400 PURE VALUE ETF | $20K |
HOODROBINHOOD MKTS INC COM CL A | $20K |
NXPINXP SEMICONDUCTORS N V COM | $20K |
CPAYCORPAY INC COM SHS | $20K |
PPGPPG INDS INC COM | $19K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $19K |
NNNNNN REIT INC COM | $19K |
DALDELTA AIR LINES INC DEL COM NEW | $19K |
AZOAUTOZONE INC COM | $19K |
RSPSINVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF | $19K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $19K |
CFCF INDS HLDGS INC COM | $19K |
KEYSKEYSIGHT TECHNOLOGIES INC COM | $19K |