Bogart Wealth, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-02
Total Holdings
1,411
Total Value
2119164049
Accession Number
0001715740-25-000005
Form Type
13F-HR
CIK
0001715740
Manager Name
Bogart Wealth, LLC
Data Enrichment
77% identified
1,083 identified328 unidentified

Holdings

1,411 positions
Manager:
SEC
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Page 1 of 71
EXXON MOBIL CORP
XOM|30231G102
Shares:
1317522(-1.1%)
Value:
$156.7B(+9.3%)
922908363
VOO|922908363
Shares:
243415(+0.2%)
Value:
$125.1B(-4.4%)
921937835
BND|921937835
Shares:
1471758(+1.0%)
Value:
$108.1B(+3.1%)
46432F339
QUAL|46432F339
Shares:
597111(-0.4%)
Value:
$102.0B(-4.4%)
92647N527
92647N527
Shares:
1801633(+2.4%)
Value:
$84.6B(+4.5%)
14020W106
14020W106
Shares:
2327557(+89.3%)
Value:
$83.0B(+91.3%)
464288257
464288257
Shares:
684940(-0.8%)
Value:
$79.7B(-1.8%)
46138G649
46138G649
Shares:
404024(+0.9%)
Value:
$78.0B(-7.4%)
46641Q670
46641Q670
Shares:
1381760(+46.1%)
Value:
$65.0B(+49.1%)
808524730
808524730
Shares:
1759586(-5.1%)
Value:
$54.2B(+0.6%)
46641Q134
46641Q134
Shares:
781232(-4.5%)
Value:
$49.8B(+4.0%)
46137V233
46137V233
Shares:
1044004(+17727.9%)
Value:
$48.0B(+16322.4%)
921909768
VXUS|921909768
Shares:
729493(-0.3%)
Value:
$45.3B(+5.1%)
464287440
IEF|464287440
Shares:
460083(-30.5%)
Value:
$43.9B(-28.3%)
35473P884
35473P884
Shares:
713082(+0.9%)
Value:
$37.8B(-1.5%)
47103U845
47103U845
Shares:
685979(+1.3%)
Value:
$34.8B(+1.3%)
Apple Inc.
AAPL|037833100
Shares:
126542(-0.9%)
Value:
$28.1B(-12.1%)
MICROSOFT CORP
MSFT|594918104
Shares:
71061(+8.4%)
Value:
$26.7B(-3.4%)
NVIDIA CORP
NVDA|67066G104
Shares:
187245(+54.6%)
Value:
$20.3B(+24.7%)
Alphabet Inc.
GOOGL|02079K305
Shares:
126424(+0.3%)
Value:
$19.6B(-18.1%)