Bogart Wealth, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.32 Billion distributed in 1455 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $151M, Vanguard Index Fds S&P 500 ETF with a value of $141M, Ishares Msci Acwi ETF with a value of $119M, J P Morgan Exchg Traded Fd Tr with a value of $115M, and Vanguard Bd Index Fd Inc Total with a value of $111M.

Examining the 13F form we can see an increase of $216M in the current position value, from $2.11B to 2.32B. Also it can be appreciated an additional of 156 stocks purchases and 1 closed positions.

Below you can find more details about Bogart Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.32 Billion
ETFs: $1.32 Billion
Technology: $216 Million
Energy: $190 Million
Financial Services: $152 Million
Healthcare: $96.4 Million
Industrials: $82.8 Million
Communication Services: $79.3 Million
Consumer Cyclical: $64.6 Million
Other: $125 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,455
  • Current Value $2.32 Billion
  • Prior Value $2.11 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 156 stocks
  • Additional Purchases 506 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 257 stocks
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