Bogart Wealth, LLC Q4 2024 Filing

Filed January 30, 2025

Portfolio Value

$2.1T

Holdings

1,344

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,344 positions)

StockValue
RIORIO TINTO PLC SPONSORED ADR
$11.6M
XLEENERGY SELECT SECTOR SPDR FUND
$11.5M
MGYMAGNOLIA OIL & GAS CORP CL A
$11.5M
EPAMEPAM SYS INC COM
$11.5M
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
$11.4M
WPMWHEATON PRECIOUS METALS CORP COM
$11.3M
FPXIFIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
$11.2M
ALAIR LEASE CORP CL A
$11.1M
RSPRINVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF
$11.1M
VGMINVESCO TR INVT GRADE MUNS COM
$11.1M
KBESPDR S&P BANK ETF
$11.1M
ARKKARK INNOVATION ETF
$11.1M
MSOSADVISORSHARES PURE US CANNABIS ETF
$11.0M
NADNUVEEN QUALITY MUNCP INCOME FD COM
$11.0M
W3UWESTERN UN CO COM
$11.0M
VLUEISHARES MSCI USA VALUE FACTOR ETF
$11.0M
WYWEYERHAEUSER CO MTN BE COM NEW
$11.0M
ETSYETSY INC COM
$10.9M
ULVMVICTORYSHARES US VALUE MOMENTUM ETF
$10.8M
ETHGRAYSCALE ETHEREUM MINI TRUST ETF
$10.8M
STZCONSTELLATION BRANDS INC CL A
$10.8M
ROADCONSTRUCTION PARTNERS INC COM CL A
$10.7M
HEIHEICO CORP NEW COM
$10.7M
CASYCASEYS GEN STORES INC COM
$10.7M
WDCWESTERN DIGITAL CORP COM
$10.7M
CQPCHENIERE ENERGY PARTNERS LP COM UNIT
$10.6M
ABRARBOR REALTY TRUST INC COM
$10.4M
TFXTELEFLEX INCORPORATED COM
$10.4M
VGLTVANGUARD LONG-TERM TREASURY ETF
$10.4M
XSWSPDR S&P SOFTWARE & SERVICES ETF
$10.4M
RITMRITHM CAPITAL CORP COM NEW
$10.4M
DMBBNY MELLON MUN BD INFRASTRUCTU COM SHS
$10.3M
ROKUROKU INC COM CL A
$10.3M
ARESARES MANAGEMENT CORPORATION CL A COM STK
$10.1M
FDVVFIDELITY HIGH DIVIDEND ETF
$10.0M
VMCVULCAN MATLS CO COM
$10.0M
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
$10.0M
IYY*ISHARES DOW JONES U.S. ETF
$10.0M
SKYWSKYWEST INC COM
$10.0M
NTAPNETAPP INC COM
$10.0M
SPTLSPDR PORTFOLIO LONG TERM TREASURY ETF
$10.0M
EEMISHARES MSCI EMERGING MARKETS ETF
$9.9M
BKNGBOOKING HOLDINGS INC COM
$9.9M
AFWALIGN TECHNOLOGY INC COM
$9.8M
FASTFASTENAL CO COM
$9.8M
MNSTMONSTER BEVERAGE CORP NEW COM
$9.8M
ROKROCKWELL AUTOMATION INC COM
$9.7M
LEMBISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF
$9.7M
PLAYDAVE & BUSTERS ENTMT INC COM
$9.6M
CAKECHEESECAKE FACTORY INC COM
$9.5M
EDCONSOLIDATED EDISON INC COM
$9.5M
MPWRMONOLITHIC PWR SYS INC COM
$9.5M
SMLVSPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF
$9.4M
CLFCLEVELAND-CLIFFS INC NEW COM
$9.4M
DXJWISDOMTREE JAPAN HEDGED EQUITY FUND
$9.4M
LECOLINCOLN ELEC HLDGS INC COM
$9.4M
AGCOAGCO CORP COM
$9.3M
CSXCSX CORP COM
$9.3M
HPEHEWLETT PACKARD ENTERPRISE CO COM
$9.3M
MGAMAGNA INTL INC COM
$9.2M
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$9.2M
PFXFVANECK PREFERRED SECURITIES EX FINANCIALS ETF
$9.1M
BSXBOSTON SCIENTIFIC CORP COM
$9.1M
FEFIRSTENERGY CORP COM
$9.1M
GLDMSPDR GOLD MINISHARES TRUST
$9.0M
FISVFISERV INC COM
$8.8M
SPSCSPS COMM INC COM
$8.8M
TTDTHE TRADE DESK INC COM CL A
$8.8M
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$8.8M
DLTRDOLLAR TREE INC COM
$8.7M
PPTAPERPETUA RESOURCES CORP COM
$8.6M
MONEYLION INC CL A
$8.6M
BKNBLACKROCK INVT QUALITY MUN TR COM
$8.6M
EBFENNIS INC COM
$8.4M
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$8.4M
PHPARKER-HANNIFIN CORP COM
$8.3M
GPNGLOBAL PMTS INC COM
$8.3M
BTOHANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW
$8.2M
DOCUDOCUSIGN INC COM
$8.2M
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$8.0M
CNCCENTENE CORP DEL COM
$8.0M
ITMVANECK INTERMEDIATE MUNI ETF
$8.0M
LACLITHIUM AMERS CORP NEW COM SHS
$7.9M
BNBROOKFIELD CORP CL A LTD VT SH
$7.9M
BWXTBWX TECHNOLOGIES INC COM
$7.9M
AGNCAGNC INVT CORP COM
$7.8M
FLRFLUOR CORP NEW COM
$7.8M
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
$7.8M
BGBUNGE GLOBAL SA COM SHS
$7.8M
ESLTELBIT SYS LTD ORD
$7.7M
CITHE CIGNA GROUP COM
$7.7M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$7.7M
HLNHALEON PLC SPON ADS
$7.6M
CBOECBOE GLOBAL MKTS INC COM
$7.6M
SHLSSHOALS TECHNOLOGIES GROUP INC CL A
$7.6M
JETSU.S. GLOBAL JETS ETF
$7.6M
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$7.5M
IYRISHARES U.S. REAL ESTATE ETF
$7.5M
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$7.4M
VNTVONTIER CORPORATION COM
$7.4M
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