Bogart Wealth, LLC Portfolio Holdings
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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