Bogart Wealth, LLC Q2 2025 Filing

Filed July 30, 2025

Portfolio Value

$2.3T

Holdings

1,452

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,452 positions)

StockValue
PJXPETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG
$288.5M
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
$287.4M
MSIMOTOROLA SOLUTIONS INC COM NEW
$286.0M
AMLPALERIAN MLP ETF
$265.8M
JKHYHENRY JACK & ASSOC INC COM
$261.2M
IMCGISHARES MORNINGSTAR MID-CAP GROWTH ETF
$253.6M
GBTCGRAYSCALE BITCOIN TRUST ETF
$251.9M
VBRVANGUARD SMALL CAP VALUE ETF
$249.2M
SCHXSCHWAB U.S. LARGE-CAP ETF
$248.7M
DISDISNEY WALT CO COM
$243.9M
BMOBANK MONTREAL QUE COM
$243.6M
KKRKKR & CO INC COM
$239.9M
IJJISHARES S&P MID-CAP 400 VALUE ETF
$239.7M
WELLWELLTOWER INC COM
$238.7M
USBUS BANCORP DEL COM NEW
$238.6M
AQLTISHARES CORE MSCI EAFE ETF
$236.1M
VISVANGUARD INDUSTRIALS ETF
$235.3M
IGMISHARES EXPANDED TECH SECTOR ETF
$235.1M
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$230.5M
YUMYUM BRANDS INC COM
$228.0M
GSYINVESCO ULTRA SHORT DURATION ETF
$226.4M
VDEVANGUARD ENERGY ETF
$225.6M
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$219.9M
BMTABRITISH AMERN TOB PLC SPONSORED ADR
$219.1M
GISGENERAL MLS INC COM
$218.7M
SBUXSTARBUCKS CORP COM
$216.3M
AXPAMERICAN EXPRESS CO COM
$214.9M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$214.9M
VOEVANGUARD MID-CAP VALUE ETF
$214.1M
CEGCONSTELLATION ENERGY CORP COM
$214.0M
KEYKEYCORP COM
$213.8M
SOXLDIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
$213.4M
BHFBRIGHTHOUSE FINL INC COM
$212.0M
MRSHMARSH & MCLENNAN COS INC COM
$208.6M
AEPAMERICAN ELEC PWR CO INC COM
$203.6M
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
$199.2M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$199.2M
URIUNITED RENTALS INC COM
$198.1M
WCBRWISDOMTREE CYBERSECURITY FUND
$195.5M
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$192.9M
LTPZPIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND
$191.0M
VRTVERTIV HOLDINGS CO COM CL A
$189.0M
IVEISHARES S&P 500 VALUE ETF
$188.2M
LGLVSPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF
$186.2M
HDVISHARES CORE HIGH DIVIDEND ETF
$186.1M
ABGCENCORA INC COM
$186.0M
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$186.0M
MMM3M CO COM
$183.8M
TXNTEXAS INSTRS INC COM
$182.0M
DELLDELL TECHNOLOGIES INC CL C
$179.2M
FIDUFIDELITY MSCI INDUSTRIAL INDEX ETF
$177.9M
KRKROGER CO COM
$177.6M
SOSOUTHERN CO COM
$176.1M
MUBISHARES NATIONAL MUNI BOND ETF
$175.2M
UNHUNITEDHEALTH GROUP INC COM
$173.5M
EMBJEMBRAER S.A. SPONSORED ADS
$170.7M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$170.7M
HUBBHUBBELL INC COM
$168.7M
BMYBRISTOL-MYERS SQUIBB CO COM
$167.2M
RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
$167.1M
VTVANGUARD TOTAL WORLD STOCK ETF
$163.8M
SLYVSPDR S&P 600 SMALL CAP VALUE ETF
$159.6M
NOCNORTHROP GRUMMAN CORP COM
$158.1M
VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
$158.0M
VCRVANGUARD CONSUMER DISCRETIONARY ETF
$156.9M
DGROISHARES CORE DIVIDEND GROWTH ETF
$155.2M
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF
$154.8M
MCHPMICROCHIP TECHNOLOGY INC. COM
$153.6M
CMCSACOMCAST CORP NEW CL A
$153.0M
TMUST-MOBILE US INC COM
$153.0M
DDDUPONT DE NEMOURS INC COM
$152.8M
XMHQINVESCO S&P MIDCAP QUALITY ETF
$152.2M
LRCXLAM RESEARCH CORP COM NEW
$152.0M
ABTABBOTT LABS COM
$149.3M
NEENEXTERA ENERGY INC COM
$148.7M
XRPRT-REX 2X LONG MSTR DAILY TARGET ETF
$147.1M
GDXVANECK GOLD MINERS ETF
$146.2M
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
$146.2M
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
$145.9M
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
$144.4M
CMGCHIPOTLE MEXICAN GRILL INC COM
$144.1M
CAVACAVA GROUP INC COM
$142.3M
BTCGRAYSCALE BITCOIN MINI TRUST ETF
$139.9M
CTVACORTEVA INC COM
$138.9M
DOWDOW INC COM
$138.6M
CRWVCOREWEAVE INC COM CL A
$138.6M
IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF
$137.9M
SERVSERVE ROBOTICS INC COM
$137.0M
IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF
$136.1M
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF
$135.4M
UNPUNION PAC CORP COM
$135.1M
IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF
$134.6M
DWDMORGAN STANLEY COM NEW
$134.5M
IHIISHARES U.S. MEDICAL DEVICES ETF
$134.5M
IWPISHARES RUSSELL MID-CAP GROWTH ETF
$134.4M
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$134.1M
CIIBLACKROCK ENHANCED LARGE CAP C COM
$133.4M
IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF
$132.8M
APDAIR PRODS & CHEMS INC COM
$130.0M
BBARRICK MNG CORP COM SHS
$129.6M
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