Bogart Wealth, LLC Asset Management

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$104B
$516,000 0.02% of portfolio
3,025
Q3 2025 Added 0.46%
$102B
$235,000 0.01% of portfolio
1,810
Q3 2025 Added 0.39%
$0
$143,000 0.01% of portfolio
6,250
Q4 2023 Added 26.26%
$74.6B
$117,000 0.0% of portfolio
878
Q3 2025 Added 20.6%
$0
$113,000 0.0% of portfolio
4,184
Q4 2023 Added 31.41%
$19.3B
$98,000 0.0% of portfolio
1,576
Q3 2025 Added 1.03%
$0
$73,000 0.0% of portfolio
11,812
Q2 2023 Reduced 1.87%
$0
$66,000 0.0% of portfolio
3,354
Q4 2024 Reduced 59.85%
$0
$60,000 0.0% of portfolio
2,950
Q3 2025 Reduced 43.77%
$0
$55,000 0.0% of portfolio
1,500
Q2 2021 Reduced 50.0%
$0
$51,000 0.0% of portfolio
3,231
Q1 2022 New
$23.1B
$47,000 0.0% of portfolio
459
Q3 2025 Added 1.32%
$0
$41,000 0.0% of portfolio
4,538
Q2 2025 Added 14.8%
$0
$38,000 0.0% of portfolio
865
Q3 2024 New
$0
$36,000 0.0% of portfolio
2,936
Q2 2025 New
$0
$26,000 0.0% of portfolio
2,700
Q1 2022 New
$0
$23,000 0.0% of portfolio
1,600
Q4 2023 New
$0
$22,000 0.0% of portfolio
1,618
Q1 2022 New
$42.4B
$20,000 0.0% of portfolio
181
Q3 2025 Added 2.84%
$0
$15,000 0.0% of portfolio
1,500
Q4 2023 New
$4.28B
$13,000 0.0% of portfolio
216
Q3 2025 Added 0.47%
$87.2B
$12,000 0.0% of portfolio
114
Q3 2025 Added 23.91%
$0
$12,000 0.0% of portfolio
560
Q2 2021 New
$0
$12,000 0.0% of portfolio
1,578
Q4 2023 New
$26.8B
$11,000 0.0% of portfolio
82
Q3 2025 Added 7.89%
$0
$10,000 0.0% of portfolio
1,000
Q4 2019 New
$0
$8,000 0.0% of portfolio
231
Q3 2017 New
$0
$6,000 0.0% of portfolio
1,000
Q2 2023 New
$11.3B
$5,000 0.0% of portfolio
242
Q3 2025 Added 1.26%
$25.6B
$4,000 0.0% of portfolio
30
Q3 2025 Added 11.11%
$48.3B
$2,000 0.0% of portfolio
5
Q3 2025 Added 25.0%
$0
$2,000 0.0% of portfolio
240
Q1 2025 Reduced 79.97%
$4.24B
$2,000 0.0% of portfolio
32
Q1 2025 Reduced 60.0%
$0
$1,000 0.0% of portfolio
141
Q3 2025 Added 2.17%
$6.97B
$1,000 0.0% of portfolio
108
Q4 2024 New
$0
$1,000 0.0% of portfolio
44
Q2 2021 Reduced 48.24%
$9.1B
$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
5
Q2 2025 Reduced 98.78%
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