Bogart Wealth, LLC Asset Management

Bogart Wealth, LLC

  • $2.32 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$120B
$450,000 0.02% of portfolio
3,011
Q2 2025 Reduced 1.44%
$124B
$239,000 0.01% of portfolio
1,803
Q2 2025 Added 0.22%
$0
$133,000 0.01% of portfolio
6,250
Q4 2023 Added 26.26%
$0
$115,000 0.0% of portfolio
5,246
Q2 2025 Added 78.25%
$0
$108,000 0.0% of portfolio
4,184
Q4 2023 Added 31.41%
$87.5B
$103,000 0.0% of portfolio
728
Q2 2025 Added 0.14%
$0
$90,000 0.0% of portfolio
11,812
Q2 2023 Reduced 1.87%
$22.7B
$80,000 0.0% of portfolio
1,560
Q2 2025 Added 0.84%
$0
$63,000 0.0% of portfolio
3,354
Q4 2024 Reduced 59.85%
$0
$49,000 0.0% of portfolio
3,231
Q1 2022 New
$0
$45,000 0.0% of portfolio
1,500
Q2 2021 Reduced 50.0%
$23.8B
$43,000 0.0% of portfolio
453
Q2 2025 Added 1,787.5%
$0
$41,000 0.0% of portfolio
865
Q3 2024 New
$0
$39,000 0.0% of portfolio
4,538
Q2 2025 Added 14.8%
$0
$33,000 0.0% of portfolio
2,936
Q2 2025 New
$0
$26,000 0.0% of portfolio
2,700
Q1 2022 New
$0
$22,000 0.0% of portfolio
1,618
Q1 2022 New
$0
$22,000 0.0% of portfolio
1,600
Q4 2023 New
$40.6B
$18,000 0.0% of portfolio
176
Q2 2025 Added 1.15%
$0
$15,000 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
$4.79B
$12,000 0.0% of portfolio
215
Q2 2025 Added 0.94%
$0
$10,000 0.0% of portfolio
1,000
Q4 2019 New
$26.2B
$9,000 0.0% of portfolio
76
Q2 2025 Reduced 6.17%
$82.7B
$8,000 0.0% of portfolio
92
Q2 2025 Added 5.75%
$0
$8,000 0.0% of portfolio
231
Q3 2017 New
$0
$6,000 0.0% of portfolio
1,000
Q2 2023 New
$12.6B
$5,000 0.0% of portfolio
239
Q2 2025 Added 819.23%
$11.9B
$5,000 0.0% of portfolio
58
Q2 2025 New
$32.6B
$4,000 0.0% of portfolio
27
Q2 2025 Reduced 10.0%
$54.2B
$2,000 0.0% of portfolio
4
Q2 2025 Reduced 50.0%
$8.64B
$2,000 0.0% of portfolio
108
Q4 2024 New
$0
$2,000 0.0% of portfolio
240
Q1 2025 Reduced 79.97%
$4.74B
$2,000 0.0% of portfolio
32
Q1 2025 Reduced 60.0%
$0
$1,000 0.0% of portfolio
138
Q2 2025 Reduced 11.54%
$0
$1,000 0.0% of portfolio
44
Q2 2021 Reduced 48.24%
$8.13B
$0 0.0% of portfolio
4
Q1 2023 New
$0
$0 0.0% of portfolio
14
Q2 2025 Reduced 93.43%
$0
$0 0.0% of portfolio
333
Q4 2023 New
$0
$0 0.0% of portfolio
102
Q2 2025 Reduced 90.8%
$0
$0 0.0% of portfolio
5
Q2 2025 Reduced 98.78%
Filter Shares Options
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email