Bogart Wealth, LLC Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$2.3B
Holdings
1,452
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,452 positions)
| Stock | Value |
|---|---|
SCHPSCHWAB US TIPS ETF | $38K |
GMGENERAL MTRS CO COM | $38K |
PLDPROLOGIS INC. COM | $37K |
REGREGENCY CTRS CORP COM | $37K |
IVRINVESCO MORTGAGE CAPITAL INC COM | $37K |
EDCONSOLIDATED EDISON INC COM | $37K |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $36K |
ECLECOLAB INC COM | $36K |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $36K |
FCXFREEPORT-MCMORAN INC CL B | $36K |
EFAISHARES MSCI EAFE ETF | $36K |
NEXTNEXTDECADE CORP COM | $36K |
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $36K |
LVSLAS VEGAS SANDS CORP COM | $35K |
FLINFRANKLIN FTSE INDIA ETF | $35K |
IMCVISHARES MORNINGSTAR MID-CAP VALUE ETF | $35K |
8CWCROWN CASTLE INC COM | $35K |
VIOGVANGUARD S&P SMALL-CAP 600 GROWTH ETF | $34K |
ANETARISTA NETWORKS INC COM SHS | $34K |
SWKSTANLEY BLACK & DECKER INC COM | $34K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $34K |
LYFTLYFT INC CL A COM | $34K |
PYPLPAYPAL HLDGS INC COM | $34K |
SRESEMPRA COM | $34K |
AGNCAGNC INVT CORP COM | $34K |
BKLNINVESCO SENIOR LOAN ETF | $33K |
NXJNUVEEN NEW JERSEY QULT MUN FD COM | $33K |
MRVLMARVELL TECHNOLOGY INC COM | $33K |
IBBISHARES BIOTECHNOLOGY ETF | $33K |
MARMARRIOTT INTL INC NEW CL A | $33K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $33K |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $33K |
MAGAPOINT BRIDGE AMERICA FIRST ETF | $33K |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $33K |
KEXKIRBY CORP COM | $32K |
COWZPACER US CASH COWS 100 ETF | $32K |
DVYAISHARES ASIA/PACIFIC DIVIDEND ETF | $32K |
RIVNRIVIAN AUTOMOTIVE INC COM CL A | $32K |
AALAMERICAN AIRLS GROUP INC COM | $32K |
AFLAFLAC INC COM | $32K |
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF | $32K |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $32K |
XCEMCOLUMBIA EM CORE EX-CHINA ETF | $31K |
SILGLOBAL X SILVER MINERS ETF | $31K |
RCREADY CAPITAL CORP COM | $31K |
PFFISHARES PREFERRED & INCOME SECURITIES ETF | $30K |
EARNELLINGTON CREDIT COMPANY COM SHS BEN INT | $30K |
BRBROADRIDGE FINL SOLUTIONS INC COM | $30K |
SCHWSCHWAB CHARLES CORP COM | $30K |
WRBBERKLEY W R CORP COM | $30K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $30K |
BNDWVANGUARD TOTAL WORLD BOND ETF | $29K |
HOODROBINHOOD MKTS INC COM CL A | $29K |
WBDWARNER BROS DISCOVERY INC COM SER A | $29K |
AJGGALLAGHER ARTHUR J & CO COM | $29K |
ILFISHARES LATIN AMERICA 40 ETF | $29K |
VPLVANGUARD FTSE PACIFIC ETF | $29K |
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $29K |
TTTRANE TECHNOLOGIES PLC SHS | $28K |
COPCONOCOPHILLIPS COM | $28K |
MCOMOODYS CORP COM | $28K |
IYWISHARES U.S. TECHNOLOGY ETF | $28K |
OEFISHARES S&P 100 ETF | $28K |
ORCORCHID IS CAP INC COM NEW | $28K |
SMHVANECK SEMICONDUCTOR ETF | $28K |
MCHIISHARES MSCI CHINA ETF | $28K |
AOMISHARES CORE 40/60 MODERATE ALLOCATION ETF | $27K |
VEEVVEEVA SYS INC CL A COM | $27K |
ASANASANA INC CL A | $27K |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $27K |
LINLINDE PLC SHS | $27K |
BCEBCE INC COM NEW | $27K |
XPHDXPIONEER FLOATING RATE FUND INC COM | $27K |
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF | $26K |
BIIBBIOGEN INC COM | $26K |
PSXPHILLIPS 66 COM | $26K |
LUVSOUTHWEST AIRLS CO COM | $26K |
CTRACOTERRA ENERGY INC COM | $26K |
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $25K |
GWREGUIDEWIRE SOFTWARE INC COM | $25K |
MAGSROUNDHILL MAGNIFICENT SEVEN ETF | $25K |
CLSCELESTICA INC COM | $25K |
UGIUGI CORP NEW COM | $25K |
ECOWPACER EMERGING MARKETS CASH COWS 100 ETF | $25K |
TOLTOLL BROTHERS INC COM | $25K |
FENIFIDELITY ENHANCED INTERNATIONAL ETF | $25K |
CELHCELSIUS HLDGS INC COM NEW | $25K |
SOXXISHARES SEMICONDUCTOR ETF | $24K |
PG4PRINCIPAL FINANCIAL GROUP INC COM | $24K |
HASIHA SUSTAINABLE INFRA CAP INC COM | $24K |
DALDELTA AIR LINES INC DEL COM NEW | $23K |
ONONON HLDG AG NAMEN AKT A | $23K |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $23K |
TTDTHE TRADE DESK INC COM CL A | $23K |
PAYCPAYCOM SOFTWARE INC COM | $23K |
KLMNINVESCO S&P 500 MOMENTUM ETF | $23K |
CFCF INDS HLDGS INC COM | $23K |
BLWBLACKROCK LTD DURATION INCOME COM SHS | $23K |
MNSTMONSTER BEVERAGE CORP NEW COM | $23K |
WMWASTE MGMT INC DEL COM | $23K |