Bogart Wealth, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.98 Billion distributed in 1160 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $145M, Vanguard Bd Index Fd Inc Total with a value of $125M, Vanguard Index Fds S&P 500 ETF with a value of $123M, Ishares Msci Usa Quality Facto with a value of $105M, and Ishares Barclays with a value of $78.7M.
Examining the 13F form we can see an increase of $16.5M in the current position value, from $1.96B to 1.98B.
Also it can be appreciated an additional of 153 stocks purchases and 4 closed positions.
Below you can find more details about Bogart Wealth, LLC portfolio as well as his latest detailed transactions.