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 2 of 71
VISA INC.
V|92826C839
Shares:
54663(-8.1%)
Value:
$19.2B(+2.0%)
AMAZON COM INC
AMZN|023135106
Shares:
83246(+0.9%)
Value:
$15.8B(-12.5%)
CME GROUP INC.
CME|12572Q105
Shares:
57627(-10.9%)
Value:
$15.3B(+1.7%)
808524300
SCHG|808524300
Shares:
606288(+23.2%)
Value:
$15.2B(+10.7%)
BlackRock, Inc.
BLK|09290D101
Shares:
15650(+1.5%)
Value:
$14.8B(-6.2%)
NETFLIX INC
NFLX|64110L106
Shares:
15321(+1.5%)
Value:
$14.3B(+6.2%)
TRUIST FINANCIAL CORP
TFC|89832Q109
Shares:
337388(+1.7%)
Value:
$13.9B(-3.5%)
CHEVRON CORP
CVX|166764100
Shares:
82245(+9.6%)
Value:
$13.8B(+26.6%)
PACCAR INC
PCAR|693718108
Shares:
140837(+1.7%)
Value:
$13.7B(-4.8%)
REPUBLIC SERVICES, INC.
RSG|760759100
Shares:
53624(+58.5%)
Value:
$13.0B(+90.8%)
Broadcom Inc.
AVGO|11135F101
Shares:
76566(+75.7%)
Value:
$12.8B(+26.9%)
S&P Global Inc.
SPGI|78409V104
Shares:
25158(+37.0%)
Value:
$12.8B(+39.7%)
Salesforce, Inc.
CRM|79466L302
Shares:
46500(+10.5%)
Value:
$12.5B(-11.3%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
201169(+0.1%)
Value:
$12.4B(+4.3%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
49591(+1.2%)
Value:
$12.3B(+14.5%)
Duke Energy CORP
DUK|26441C204
Shares:
98975(+3.1%)
Value:
$12.1B(+16.7%)
808524409
808524409
Shares:
451534(+0.2%)
Value:
$12.0B(+2.2%)
Palo Alto Networks Inc
PANW|697435105
Shares:
70234(-6.0%)
Value:
$12.0B(-11.9%)
Meta Platforms, Inc.
META|30303M102
Shares:
20586(-16.7%)
Value:
$11.9B(-18.0%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
26256(+32.2%)
Value:
$11.7B(+21.5%)