Bogart Wealth, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.96 Billion distributed in 1086 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $162M, Vanguard Index Fds S&P 500 ETF with a value of $119M, Vanguard Bd Index Fd Inc Total with a value of $118M, Ishares Msci Usa Quality Facto with a value of $101M, and Ishares Msci Intl Quality Fact with a value of $78M.
Examining the 13F form we can see an increase of $172M in the current position value, from $1.79B to 1.96B.
Also it can be appreciated an additional of 78 stocks purchases and 1 closed positions.
Below you can find more details about Bogart Wealth, LLC portfolio as well as his latest detailed transactions.