Bogart-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "MMSI", "PINS", "RGEN", "SPSC", "INSM", "JOBY", "ARES", "GFL.TO", "HOOD", "APPF", "GTES", "PIPR", "AZEK", "FLEX", "MPWR", "MGY", "FN", "GRAB", "NVR", "ARGX", "RXO", null, "JAZZ", "PLMR", "NEO", null, "GDX", "RRX", null, null, null, null, null, "KAI", null, null, null, null, null, null, null, null, "NTR", null, "TROW", null, "NLY", "PBR-A", "FTAI", "RJF", "AES", "MOS", "AFG", "AAL", "AQN", null, "BROS", "STRL", "ENTG", null, "OLLI", "INTA", "RBC", "LYFT", null, "IMO", "HUM", "PRGS", "HP", "AAXJ", null, "PCG", "RF", "FTI", "RBA.TO", "ALSN", "QSR", "PBA", "SMCI", "AMR", "SOBO.TO", "BCE", "ONON", "ATKR", "NPO", "NSIT", "ARM", "FWONK", "SNOW", "MU", "KRG", null, "MPLX", "ACN", "LEVI", null, null, null, "PBH", "MMM", "CASH", "ABNB", "ABT", "ABBV", "ADBE", "A", "APD", "BABA", "KSS", "SKT", "MWA", "SBCF", null, "MAIN", "MTRN", null, "NMIH", null, "MTSI", null, "KTB", "VONG", null, null, "FIZZ", "NNE", 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"QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Bogart-Wealth
Data Enrichment
77% identified1,083 identified328 unidentified
Holdings
1,411 positions • $2.1B total value
Manager:
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Page 59 of 71
46434V407
Shares:27
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$2.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46434V407)✕ | 27 | QoQ 0.00% (-0)YoY NEW(+27) | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$2.1B) | QoQ -0.17% (-$2)YoY NEW(+$1.1K) |
| 170 | QoQ NEW(+170) YoY NEW(+170) | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$2.1B) | QoQ NEW(+$1.1K) YoY NEW(+$1.1K) | |
| 10 | QoQ -47.36% (-9)YoY +66.66% (+4) | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$2.1B) | ||
| 10 | QoQ -54.54% (-12)YoY NEW(+10) | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$2.1B) | YoY NEW(+$1.1K) | |
| 189 | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$2.1B) | |||
LOEWS CORP(Lcusip540424108) | 12 | QoQ NEW(+12) YoY NEW(+12) | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$2.1B) | QoQ NEW(+$1.1K) YoY NEW(+$1.1K) |
| 5 | QoQ -44.44% (-4)YoY NEW(+5) | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$2.1B) | YoY NEW(+$1.1K) | |
| 71 | QoQ 0.00% (-0)YoY -36.03% (-40) | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$2.1B) | ||
DoorDash, Inc.(DASHcusip25809K105) | 6 | QoQ -92.94% (-79)YoY -88.67% (-47) | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$2.1B) | |
| 21 | QoQ NEW(+21) YoY NEW(+21) | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$2.1B) | QoQ NEW(+$1.1K) YoY NEW(+$1.1K) | |
| 13 | QoQ -50.00% (-13)YoY NEW(+13) | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$2.1B) | YoY NEW(+$1.1K) | |
| 15 | QoQ NEW(+15) YoY NEW(+15) | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$2.1B) | QoQ NEW(+$1.1K) YoY NEW(+$1.1K) | |
| 6 | QoQ 0.00% (+0)YoY -80.64% (-25) | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$2.1B) | ||
WORKIVA INC(WKcusip98139A105) | 14 | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$2.1B) | ||
| 11 | All Managers (Combined) | $1.0K | 0.0% ($1.0K/$2.1B) | |||
Dynatrace, Inc.(DTcusip268150109) | 22 | QoQ -42.10% (-16)YoY NEW(+22) | All Managers (Combined) | $1.0K | 0.0% ($1.0K/$2.1B) | YoY NEW(+$1.0K) |
| 42 | QoQ -68.42% (-91)YoY NEW(+42) | All Managers (Combined) | $1.0K | 0.0% ($1.0K/$2.1B) | YoY NEW(+$1.0K) | |
| 75 | QoQ 0.00% (+0)YoY NEW(+75) | All Managers (Combined) | $1.0K | 0.0% ($1.0K/$2.1B) | QoQ +1.18% (+$12)YoY NEW(+$1.0K) | |
| 4 | QoQ 0.00% (-0)YoY NEW(+4) | All Managers (Combined) | $1.0K | 0.0% ($1.0K/$2.1B) | YoY NEW(+$1.0K) | |
| 15 | QoQ NEW(+15) YoY -72.72% (-40) | All Managers (Combined) | $1.0K | 0.0% ($1.0K/$2.1B) | QoQ NEW(+$1.0K) |