Bogart Wealth, LLC Portfolio Holdings
Bogart Wealth, LLC
- $1.96 Billion
- Q1 2024
Bogart Wealth, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.96 Billion distributed in 1086 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $162M, Vanguard Index Fds S&P 500 ETF with a value of $119M, Vanguard Bd Index Fd Inc Total with a value of $118M, Ishares Msci Usa Quality Facto with a value of $101M, and Ishares Msci Intl Quality Fact with a value of $78M.
Examining the 13F form we can see an increase of $172M in the current position value, from $1.79B to 1.96B. Also it can be appreciated an additional of 78 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 1,086
- Current Value $1.96 Billion
- Prior Value $1.79 Billion
- Filing
- Period Q1 2024
- Filing Date April 25, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 78 stocks
- Additional Purchases 263 stocks
- Sold out of 1 stocks
- Reduced holdings in 178 stocks