Bogart Wealth, LLC Q2 2025 Filing

Filed July 30, 2025

Portfolio Value

$2.3T

Holdings

1,452

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,452 positions)

StockValue
KDPKEURIG DR PEPPER INC COM
$14.9M
CMBSISHARES CMBS ETF
$14.9M
HEIHEICO CORP NEW COM
$14.8M
LDOSLEIDOS HOLDINGS INC COM
$14.7M
EXREXTRA SPACE STORAGE INC COM
$14.6M
FLOTISHARES FLOATING RATE BOND ETF
$14.6M
USACUSA COMPRESSION PARTNERS LP COMUNIT LTDPAR
$14.6M
DTEDTE ENERGY CO COM
$14.6M
ADMARCHER DANIELS MIDLAND CO COM
$14.5M
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$14.5M
WECWEC ENERGY GROUP INC COM
$14.5M
KVUEKENVUE INC COM
$14.4M
PPLPPL CORP COM
$14.4M
MTZMASTEC INC COM
$14.3M
NFGNATIONAL FUEL GAS CO COM
$14.1M
HIGHARTFORD INSURANCE GROUP INC COM
$13.8M
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF
$13.8M
COHRCOHERENT CORP COM
$13.7M
NMAXNEWSMAX INC COM SHS CLASS B
$13.6M
ALAIR LEASE CORP CL A
$13.6M
JCIJOHNSON CTLS INTL PLC SHS
$13.5M
NSYNICE LTD SPONSORED ADR
$13.5M
ESLTELBIT SYS LTD ORD
$13.5M
FPXIFIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
$13.4M
JFRNUVEEN FLOATING RATE INCOME FD COM
$13.4M
HUBSHUBSPOT INC COM
$13.4M
PHPARKER-HANNIFIN CORP COM
$13.3M
CASYCASEYS GEN STORES INC COM
$13.3M
FTITECHNIPFMC PLC COM
$13.2M
GOGLGOLDEN OCEAN GROUP LTD SHS NEW
$13.2M
FALNISHARES FALLEN ANGELS USD BOND ETF
$13.1M
SOLVSOLVENTUM CORP COM SHS
$13.0M
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
$13.0M
HLIHOULIHAN LOKEY INC CL A
$13.0M
W3UWESTERN UN CO COM
$12.9M
DLTRDOLLAR TREE INC COM
$12.9M
ROADCONSTRUCTION PARTNERS INC COM CL A
$12.9M
XRNPXCOHEN & STEERS REIT & PFD & IN COM
$12.8M
MAINMAIN STR CAP CORP COM
$12.7M
XPOXPO INC COM
$12.6M
POWLPOWELL INDS INC COM
$12.6M
ISCFISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF
$12.6M
CAKECHEESECAKE FACTORY INC COM
$12.6M
LNTALLIANT ENERGY CORP COM
$12.6M
WDCWESTERN DIGITAL CORP COM
$12.6M
OMCOMNICOM GROUP INC COM
$12.5M
MPWRMONOLITHIC PWR SYS INC COM
$12.4M
PDPINVESCO DORSEY WRIGHT MOMENTUM ETF
$12.4M
EMEEMCOR GROUP INC COM
$12.3M
IWOISHARES RUSSELL 2000 GROWTH ETF
$12.3M
PZAINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
$12.3M
CPRTCOPART INC COM
$12.3M
EEMISHARES MSCI EMERGING MARKETS ETF
$12.1M
SNASNAP ON INC COM
$12.1M
JSMDJANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF
$12.0M
MRNAMODERNA INC COM
$12.0M
CALFPACER US SMALL CAP CASH COWS ETF
$12.0M
IQVIQVIA HLDGS INC COM
$11.8M
ARRYARRAY TECHNOLOGIES INC COM SHS
$11.8M
PULSPGIM ULTRA SHORT BOND ETF
$11.8M
VLUEISHARES MSCI USA VALUE FACTOR ETF
$11.8M
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$11.8M
RIORIO TINTO PLC SPONSORED ADR
$11.8M
MSCIMSCI INC COM
$11.6M
ROKROCKWELL AUTOMATION INC COM
$11.6M
BKNGBOOKING HOLDINGS INC COM
$11.6M
ULVMVICTORYSHARES US VALUE MOMENTUM ETF
$11.5M
FESMFIDELITY ENHANCED SMALL CAP ETF
$11.5M
ALNYALNYLAM PHARMACEUTICALS INC COM
$11.4M
ARMARM HOLDINGS PLC SPONSORED ADS
$11.3M
DDOGDATADOG INC CL A COM
$11.3M
RSPRINVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF
$11.2M
GIB/ACGI INC CL A SUB VTG
$11.2M
CQPCHENIERE ENERGY PARTNERS LP COM UNIT
$11.2M
AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
$11.2M
KBESPDR S&P BANK ETF
$11.2M
MDBMONGODB INC CL A
$11.1M
AGXARGAN INC COM
$11.0M
BWXTBWX TECHNOLOGIES INC COM
$11.0M
ZBHZIMMER BIOMET HOLDINGS INC COM
$10.9M
LEMBISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF
$10.9M
ALABASTERA LABS INC COM
$10.8M
IYY*ISHARES DOW JONES U.S. ETF
$10.7M
VERXVERTEX INC CL A
$10.6M
PPTAPERPETUA RESOURCES CORP COM
$10.5M
XSWSPDR S&P SOFTWARE & SERVICES ETF
$10.4M
LECOLINCOLN ELEC HLDGS INC COM
$10.4M
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$10.3M
CCCHEMOURS CO COM
$10.3M
TWLOTWILIO INC CL A
$10.3M
SKYWSKYWEST INC COM
$10.3M
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
$10.3M
CBOECBOE GLOBAL MKTS INC COM
$10.3M
DMBBNY MELLON MUN BD INFRASTRUCTU COM SHS
$10.2M
HALHALLIBURTON CO
$10.2M
SPTLSPDR PORTFOLIO LONG TERM TREASURY ETF
$10.1M
WYWEYERHAEUSER CO MTN BE COM NEW
$10.0M
HLLYHOLLEY INC COM
$10.0M
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$10.0M
ALRMALARM COM HLDGS INC COM
$9.9M
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