Bogart Wealth, LLC Q2 2021 Filing

Filed August 6, 2021

Portfolio Value

$915.3B

Holdings

695

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (695 positions)

StockValue
KRKROGER CO COM
$83K
APDAIR PRODS & CHEMS INC COM
$82K
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$81K
SWKSTANLEY BLACK & DECKER INC COM
$81K
GSKGLAXOSMITHKLINE PLC SPONSORED ADR
$80K
CMPCOMPASS MINERALS INTL INC COM
$80K
MLPAGLOBAL X MLP ETF
$80K
TMOTHERMO FISHER SCIENTIFIC INC COM
$78K
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$78K
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
$76K
VUGVANGUARD GROWTH INDEX FUND
$76K
MRSHMARSH & MCLENNAN COS INC COM
$74K
FDXFEDEX CORP COM
$74K
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND
$72K
VTVVANGUARD VALUE INDEX FUND
$71K
XLFFINANCIAL SELECT SECTOR SPDR FUND
$71K
BIVVANGUARD INTERMEDIATE-TERM BOND INDEX FUND
$71K
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$69K
TSLATESLA INC COM
$68K
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
$67K
XGDVXGABELLI DIVID & INCOME TR COM
$66K
FLOTISHARES FLOATING RATE BOND ETF
$65K
CIIBLACKROCK ENHANCD CAP & INM FD COM
$64K
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$64K
IWOISHARES RUSSELL 2000 GROWTH ETF
$63K
SSLSASOL LTD SPONSORED ADR
$61K
CBRECBRE GROUP INC CL A
$60K
ADPAUTOMATIC DATA PROCESSING INC COM
$58K
TRPTC ENERGY CORP COM
$56K
A4SAMERIPRISE FINL INC COM
$55K
UALUNITED AIRLS HLDGS INC COM
$55K
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$55K
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
$53K
FNVFRANCO NEV CORP COM
$52K
EFAISHARES MSCI EAFE ETF
$52K
AOMISHARES MODERATE ALLOCATION FUND
$52K
ADIANALOG DEVICES INC COM
$51K
HYMBSPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF
$51K
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$50K
NVDANVIDIA CORPORATION COM
$50K
CMCSACOMCAST CORP NEW CL A
$49K
DYHTARGET CORP COM
$48K
MLMMARTIN MARIETTA MATLS INC COM
$48K
YUMCYUM CHINA HLDGS INC COM
$48K
IWMISHARES RUSSELL 2000 ETF
$47K
VNQVANGUARD REAL ESTATE ETF
$47K
ESGEISHARES MSCI EM ESG SELECT ETF
$46K
QUALISHARES MSCI USA QUALITY FACTOR ETF
$45K
EBAEBAY INC. COM
$45K
UNPUNION PAC CORP COM
$45K
DRIDARDEN RESTAURANTS INC COM
$44K
NFLXNETFLIX INC COM
$44K
EDCONSOLIDATED EDISON INC COM
$43K
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
$42K
IXNISHARES GLOBAL TECH ETF
$42K
VODVODAFONE GROUP PLC NEW SPONSORED ADR
$41K
AQLTISHARES IBONDS DEC 2024 TERM MUNI BOND ETF
$41K
NRKNUVEEN NEW YORK AMT QLT MUNICP COM
$40K
XEXGXEATON VANCE TAX-MANAGED GLOBAL COM
$40K
AQLTISHARES IBONDS DEC 2023 TERM MUNI BOND ETF
$40K
CCLCARNIVAL CORP PAIRED CTF
$40K
EAGGISHARES ESG AWARE U.S. AGGREGATE BOND ETF
$38K
HRBBLOCK H & R INC COM
$38K
YUMYUM BRANDS INC COM
$37K
ESEVERSOURCE ENERGY COM
$37K
NSCNORFOLK SOUTHN CORP COM
$37K
RCLROYAL CARIBBEAN GROUP COM
$37K
MRNAMODERNA INC COM
$36K
IRMIRON MTN INC NEW COM
$36K
MHDBLACKROCK MUNIHOLDINGS FD INC COM
$36K
HB6HIBBETT INC COM
$36K
NKSHNATIONAL BANKSHARES INC VA COM
$35K
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
$35K
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF
$35K
AAXJISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND
$35K
TMTOYOTA MOTOR CORP SP ADR REP2COM
$35K
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$34K
OREALTY INCOME CORP COM
$34K
HIGHLAND/IBOXX SENIOR LOAN ETF
$34K
IJKISHARES S&P MID-CAP 400 GROWTH ETF
$34K
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$34K
IBBISHARES BIOTECHNOLOGY FUND
$33K
VLOVALERO ENERGY CORP COM
$33K
VXFVANGUARD EXTENDED MARKET INDEX FUND
$32K
CLXCLOROX CO DEL COM
$32K
MARMARRIOTT INTL INC NEW CL A
$31K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$31K
PGFINVESCO FINANCIAL PREFERRED ETF
$31K
FASTFASTENAL CO COM
$31K
FDNFIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX
$31K
FDSFACTSET RESH SYS INC COM
$31K
ITWILLINOIS TOOL WKS INC COM
$31K
VTVANGUARD TOTAL WORLD STOCK INDEX FUND
$31K
BKLNINVESCO SENIOR LOAN ETF
$30K
NUVEEN SELECT TAX FREE INCOME SH BEN INT
$30K
OGIGUSDO'SHARES GLOBAL INTERNET GIANTS ETF
$29K
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$29K
AQLTISHARES U.S. TREASURY BOND ETF
$29K
ASANASANA INC CL A
$29K
BWGBRANDYWINEGBL GBL INCM OPP FD COM
$28K
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