Bogart Wealth, LLC Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$2.5B
Holdings
1,584
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,584 positions)
| Stock | Value |
|---|---|
WHRWHIRLPOOL CORP COM | $27K |
FDSFACTSET RESH SYS INC COM | $27K |
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF | $27K |
PG4PRINCIPAL FINANCIAL GROUP INC COM | $27K |
HASIHA SUSTAINABLE INFRA CAP INC COM | $27K |
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $27K |
FLQMFRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $27K |
EARNELLINGTON CREDIT COMPANY COM SHS BEN INT | $27K |
FENIFIDELITY ENHANCED INTERNATIONAL ETF | $27K |
PIPRPIPER SANDLER COMPANIES COM | $27K |
ESGVVANGUARD ESG U.S. STOCK ETF | $26K |
MASMASCO CORP COM | $26K |
NEXTNEXTDECADE CORP COM | $26K |
DJDINVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF | $26K |
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK | $26K |
LINLINDE PLC SHS | $26K |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $26K |
TTTRANE TECHNOLOGIES PLC SHS | $25K |
UGIUGI CORP NEW COM | $25K |
SNAPSNAP INC CL A | $25K |
TLNTALEN ENERGY CORP COM | $25K |
NVDXT-REX 2X LONG NVIDIA DAILY TARGET ETF | $25K |
XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $25K |
DOVDOVER CORP COM | $25K |
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $25K |
IQVIQVIA HLDGS INC COM | $25K |
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR | $24K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $24K |
FLTRVANECK IG FLOATING RATE ETF | $24K |
EUSAISHARES MSCI USA EQUAL WEIGHTED ETF | $24K |
SOUNSOUNDHOUND AI INC | $24K |
HFSIHARTFORD STRATEGIC INCOME ETF | $24K |
IXJISHARES GLOBAL HEALTHCARE ETF | $24K |
STTSTATE STR CORP COM | $24K |
EVRGEVERGY INC COM | $24K |
INGING GROEP N.V. SPONSORED ADR | $23K |
JPIEJPMORGAN INCOME ETF | $23K |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $23K |
PPLTABRDN PHYSICAL PLATINUM SHARES ETF | $23K |
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF | $23K |
AESAES CORP COM | $23K |
MKLMARKEL GROUP INC COM | $23K |
BLWBLACKROCK LTD DURATION INCOME COM SHS | $22K |
STZCONSTELLATION BRANDS INC CL A | $22K |
GPCGENUINE PARTS CO COM | $22K |
JBBBJANUS HENDERSON B-BBB CLO ETF | $22K |
IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF | $22K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $22K |
OKLOOKLO INC COM CL A | $22K |
NXPINXP SEMICONDUCTORS N V COM | $22K |
RFVINVESCO S&P MIDCAP 400 PURE VALUE ETF | $22K |
GDXJVANECK JUNIOR GOLD MINERS ETF | $22K |
SERVSERVE ROBOTICS INC COM | $22K |
MSCIMSCI INC COM | $22K |
FQALFIDELITY QUALITY FACTOR ETF | $21K |
MPCMARATHON PETE CORP COM | $21K |
BDXBECTON DICKINSON & CO COM | $21K |
MATMATTEL INC COM | $21K |
BSMBLACK STONE MINERALS L P COM UNIT | $21K |
GWREGUIDEWIRE SOFTWARE INC COM | $21K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $21K |
AJGGALLAGHER ARTHUR J & CO COM | $21K |
BKNGBOOKING HOLDINGS INC COM | $21K |
BCEBCE INC COM NEW | $21K |
AZZAZZ INC COM | $21K |
RITMRITHM CAPITAL CORP COM NEW | $21K |
8CWCROWN CASTLE INC COM | $20K |
TTANSERVICETITAN INC SHS CL A | $20K |
HIGHARTFORD INSURANCE GROUP INC COM | $20K |
PPTAPERPETUA RESOURCES CORP COM | $20K |
WMWASTE MGMT INC DEL COM | $20K |
SONYSONY GROUP CORP SPONSORED ADR | $20K |
AVUVAVANTIS U.S. SMALL CAP VALUE ETF | $20K |
SCHKSCHWAB 1000 INDEX ETF | $20K |
PAASPAN AMERN SILVER CORP COM | $20K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $20K |
AEEAMEREN CORP COM | $20K |
DAVEDAVE INC CLASS A COM NEW | $20K |
OEFISHARES S&P 100 ETF | $20K |
PTYPIMCO CORPORATE & INCOME OPPOR COM | $20K |
KIMKIMCO RLTY CORP COM | $20K |
APHAMPHENOL CORP NEW CL A | $20K |
BSVVANGUARD SHORT-TERM BOND ETF | $20K |
LEVILEVI STRAUSS & CO NEW CL A COM STK | $20K |
CGUSCAPITAL GROUP CORE EQUITY ETF | $20K |
OPENOPENDOOR TECHNOLOGIES INC COM | $20K |
TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $19K |
TCALT. ROWE PRICE CAPITAL APPRECIATION PREMIUM INCOME ETF | $19K |
EDRENDEAVOUR SILVER CORP COM | $19K |
LITELUMENTUM HLDGS INC COM | $19K |
CTBICOMMUNITY TR BANCORP INC COM | $19K |
GIAXNICHOLAS GLOBAL EQUITY AND INCOME ETF | $19K |
AERAERCAP HOLDINGS NV SHS | $19K |
IATISHARES U.S. REGIONAL BANKS ETF | $19K |
PRFZINVESCO RAFI US 1500 SMALL-MID ETF | $19K |
EEMISHARES MSCI EMERGING MARKETS ETF | $19K |
SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $19K |
CFCF INDS HLDGS INC COM | $19K |
NOVNOV INC COM | $18K |
PPLPPL CORP COM | $18K |