Bogart Wealth, LLC Asset Management

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$101B
$427,000 0.02% of portfolio
3,055
Q1 2025 Added 1.73%
$107B
$207,000 0.01% of portfolio
1,799
Q1 2025 Reduced 2.81%
$0
$115,000 0.01% of portfolio
6,250
Q4 2023 Added 26.26%
$0
$100,000 0.0% of portfolio
4,184
Q4 2023 Added 31.41%
$81.4B
$99,000 0.0% of portfolio
727
Q1 2025 Added 0.69%
$0
$94,000 0.0% of portfolio
11,812
Q2 2023 Reduced 1.87%
$16.9B
$67,000 0.0% of portfolio
1,547
Q1 2025 Added 0.06%
$0
$66,000 0.0% of portfolio
3,354
Q4 2024 Reduced 59.85%
$0
$65,000 0.0% of portfolio
2,943
Q1 2025 Reduced 33.72%
$0
$46,000 0.0% of portfolio
3,231
Q1 2022 New
$0
$42,000 0.0% of portfolio
865
Q3 2024 New
$0
$42,000 0.0% of portfolio
1,500
Q2 2021 Reduced 50.0%
$0
$32,000 0.0% of portfolio
3,953
Q2 2023 Reduced 0.73%
$0
$25,000 0.0% of portfolio
2,700
Q1 2022 New
$19.1B
$25,000 0.0% of portfolio
306
Q1 2025 Added 2.0%
$0
$23,000 0.0% of portfolio
1,600
Q4 2023 New
$36.4B
$15,000 0.0% of portfolio
174
Q1 2025 Added 4.82%
$0
$14,000 0.0% of portfolio
1,500
Q4 2023 New
$0
$13,000 0.0% of portfolio
1,578
Q4 2023 New
$0
$12,000 0.0% of portfolio
560
Q2 2021 New
$4.39B
$12,000 0.0% of portfolio
213
Q1 2025 Added 0.47%
$0
$10,000 0.0% of portfolio
1,000
Q4 2019 New
$0
$8,000 0.0% of portfolio
213
Q1 2025 Added 1,021.05%
$72.7B
$7,000 0.0% of portfolio
87
Q1 2025 Added 7.41%
$0
$7,000 0.0% of portfolio
231
Q3 2017 New
$22.9B
$7,000 0.0% of portfolio
81
Q1 2025 Added 35.0%
$0
$6,000 0.0% of portfolio
1,000
Q2 2023 New
$0
$5,000 0.0% of portfolio
1,109
Q1 2025 New
$29B
$4,000 0.0% of portfolio
30
Q1 2025 Reduced 47.37%
$55.1B
$3,000 0.0% of portfolio
8
Q1 2025 Added 166.67%
$0
$3,000 0.0% of portfolio
409
Q1 2025 New
$8.43B
$2,000 0.0% of portfolio
108
Q4 2024 New
$0
$2,000 0.0% of portfolio
240
Q1 2025 Reduced 79.97%
$21.7B
$2,000 0.0% of portfolio
24
Q3 2024 Reduced 99.93%
$0
$1,000 0.0% of portfolio
156
Q1 2025 Reduced 9.3%
$0
$1,000 0.0% of portfolio
44
Q2 2021 Reduced 48.24%
$4.36B
$1,000 0.0% of portfolio
32
Q1 2025 Reduced 60.0%
$6.99B
$0 0.0% of portfolio
4
Q1 2023 New
$10.9B
$0 0.0% of portfolio
26
Q1 2025 New
$0
$0 0.0% of portfolio
333
Q4 2023 New
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