Bogart Wealth, LLC Q1 2025 Filing

Filed May 2, 2025

Portfolio Value

$2.1T

Holdings

1,411

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,411 positions)

StockValue
MPCMARATHON PETE CORP COM
$18.8M
DVNDEVON ENERGY CORP NEW
$18.7M
ORLYOREILLY AUTOMOTIVE INC COM
$18.6M
LDOSLEIDOS HOLDINGS INC COM
$18.6M
KLMNINVESCO S&P 500 MOMENTUM ETF
$18.5M
REGNREGENERON PHARMACEUTICALS COM
$18.4M
CELHCELSIUS HLDGS INC COM NEW
$18.3M
NOVNOV INC COM
$18.3M
IVRINVESCO MORTGAGE CAPITAL INC COM
$18.2M
SRESEMPRA COM
$18.2M
CRSCARPENTER TECHNOLOGY CORP COM
$18.1M
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
$18.1M
SONYSONY GROUP CORP SPONSORED ADR
$18.1M
ORCORCHID IS CAP INC COM NEW
$18.0M
GOODGLADSTONE COMMERCIAL CORP COM
$18.0M
NSYNICE LTD SPONSORED ADR
$17.7M
WMWASTE MGMT INC DEL COM
$17.7M
SCZISHARES MSCI EAFE SMALL-CAP ETF
$17.4M
IJKISHARES S&P MID-CAP 400 GROWTH ETF
$17.3M
EARNELLINGTON CREDIT COMPANY COM SHS BEN INT
$17.3M
BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
$17.2M
CGUSCAPITAL GROUP CORE EQUITY ETF
$17.2M
ESGVVANGUARD ESG U.S. STOCK ETF
$16.9M
VTSVITESSE ENERGY INC COMMON STOCK
$16.8M
MKLMARKEL GROUP INC COM
$16.8M
UVVUNIVERSAL CORP VA COM
$16.8M
SCHKSCHWAB 1000 INDEX ETF
$16.8M
RELXRELX PLC SPONSORED ADR
$16.7M
INGING GROEP N.V. SPONSORED ADR
$16.7M
AZZAZZ INC COM
$16.7M
RSPUINVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF
$16.7M
HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
$16.6M
LYVLIVE NATION ENTERTAINMENT INC COM
$16.5M
TRVTRAVELERS COMPANIES INC COM
$16.4M
IATISHARES U.S. REGIONAL BANKS ETF
$16.4M
USACUSA COMPRESSION PARTNERS LP COMUNIT LTDPAR
$16.2M
TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
$16.1M
ZIONZIONS BANCORPORATION N A COM
$16.1M
EQTEQT CORP COM
$16.1M
GAPGAP INC COM
$16.1M
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
$16.1M
TTENTOTALENERGIES SE SPONSORED ADS
$16.0M
LULULULULEMON ATHLETICA INC COM
$15.9M
TOLTOLL BROTHERS INC COM
$15.8M
STTSTATE STR CORP COM
$15.6M
LEVILEVI STRAUSS & CO NEW CL A COM STK
$15.6M
WPMWHEATON PRECIOUS METALS CORP COM
$15.6M
FPXIFIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
$15.5M
CNPCENTERPOINT ENERGY INC COM
$15.4M
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$15.4M
T7DTRANSDIGM GROUP INC COM
$15.2M
DTEDTE ENERGY CO COM
$15.2M
PGFINVESCO FINANCIAL PREFERRED ETF
$15.1M
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$15.1M
XEVVXEATON VANCE LIMITED DURATION I COM
$15.0M
KTBKONTOOR BRANDS INC COM
$15.0M
AG8AGILENT TECHNOLOGIES INC COM
$14.7M
BBYBEST BUY INC COM
$14.7M
CMBSISHARES CMBS ETF
$14.7M
CPRTCOPART INC COM
$14.7M
AGZISHARES AGENCY BOND ETF
$14.6M
NVRNVR INC COM
$14.5M
FISFIDELITY NATL INFORMATION SVCS COM
$14.5M
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$14.5M
FXLFIRST TRUST TECHNOLOGY ALPHADEX FUND
$14.4M
GOGLGOLDEN OCEAN GROUP LTD SHS NEW
$14.4M
NDAQNASDAQ INC COM
$14.3M
HUBSHUBSPOT INC COM
$14.3M
CSGPCOSTAR GROUP INC COM
$14.3M
OMCOMNICOM GROUP INC COM
$14.3M
PHOINVESCO WATER RESOURCES ETF
$14.3M
AERAERCAP HOLDINGS NV SHS
$14.2M
UVSPUNIVEST FINANCIAL CORPORATION COM
$14.2M
ZBHZIMMER BIOMET HOLDINGS INC COM
$14.1M
DKNGDRAFTKINGS INC NEW COM CL A
$14.1M
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF
$14.0M
CLXCLOROX CO DEL COM
$14.0M
COPCONOCOPHILLIPS COM
$14.0M
ACHRARCHER AVIATION INC COM CL A
$13.9M
SOLVSOLVENTUM CORP COM SHS
$13.5M
TYLTYLER TECHNOLOGIES INC COM
$13.4M
JFRNUVEEN FLOATING RATE INCOME FD COM
$13.4M
GPCGENUINE PARTS CO COM
$13.3M
AIGAMERICAN INTL GROUP INC COM NEW
$13.3M
NNENANO NUCLEAR ENERGY INC COM
$13.2M
CQPCHENIERE ENERGY PARTNERS LP COM UNIT
$13.2M
TSNTYSON FOODS INC CL A
$13.0M
FALNISHARES FALLEN ANGELS USD BOND ETF
$13.0M
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$12.9M
HLTHILTON WORLDWIDE HLDGS INC COM
$12.9M
HLLYHOLLEY INC COM
$12.8M
PHPARKER-HANNIFIN CORP COM
$12.8M
HALHALLIBURTON CO
$12.7M
PZAINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
$12.6M
CLSCELESTICA INC COM
$12.6M
HEIHEICO CORP NEW COM
$12.6M
IQVIQVIA HLDGS INC COM
$12.5M
WYWEYERHAEUSER CO MTN BE COM NEW
$12.4M
XRNPXCOHEN & STEERS REIT & PFD & IN COM
$12.4M
PTENPATTERSON-UTI ENERGY INC
$12.3M
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