Bogart Wealth, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.11 Billion distributed in 1413 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $157M, Vanguard Index Fds S&P 500 ETF with a value of $125M, Vanguard Bd Index Fd Inc Total with a value of $108M, Ishares Msci Usa Quality Facto with a value of $102M, and Usaa ETF Tr Core Intermediate with a value of $84.6M.
Examining the 13F form we can see an increase of $6.96M in the current position value, from $2.1B to 2.11B.
Also it can be appreciated an additional of 189 stocks purchases and 3 closed positions.
Below you can find more details about Bogart Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.11 Billion
ETFs: $1.18 Billion
Energy: $195 Million
Technology: $184 Million
Financial Services: $146 Million
Industrials: $93.6 Million
Healthcare: $81.1 Million
Communication Services: $64.3 Million
Consumer Cyclical: $55.1 Million
Other: $112 Million
Stock Holdings Table Market Cap. of $200 Billions or more
