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 Market Cap. of $300 Millions to $2 Billions
