Bogart Wealth, LLC Q3 2024 Filing

Filed October 23, 2024

Portfolio Value

$2.1T

Holdings

1,146

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (1,146 positions)

StockValue
FCXFREEPORT-MCMORAN INC CL B
$27.2M
VPLVANGUARD FTSE PACIFIC ETF
$26.9M
IEIISHARES 3-7 YEAR TREASURY BOND ETF
$26.9M
CCLCARNIVAL CORP PAIRED CTF
$26.9M
IWSISHARES RUSSELL MID-CAP VALUE ETF
$26.8M
AOMISHARES CORE MODERATE ALLOCATION ETF
$26.8M
JACKJACK IN THE BOX INC COM
$26.8M
XPHDXPIONEER FLOATING RATE FUND INC COM
$26.7M
SCHPSCHWAB US TIPS ETF
$26.2M
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$26.1M
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
$26.1M
BRBROADRIDGE FINL SOLUTIONS INC COM
$26.0M
DSLDOUBLELINE INCOME SOLUTIONS FD COM
$26.0M
MGVVANGUARD MEGA CAP VALUE ETF
$25.8M
PG4PRINCIPAL FINANCIAL GROUP INC COM
$25.8M
MCOMOODYS CORP COM
$25.6M
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$25.4M
ECOWPACER EMERGING MARKETS CASH COWS 100 ETF
$24.6M
KIMKIMCO RLTY CORP COM
$24.6M
WSOWATSCO INC COM
$24.6M
BSMBLACK STONE MINERALS L P COM UNIT
$24.5M
DALDELTA AIR LINES INC DEL COM NEW
$24.5M
TRNSTRANSCAT INC COM
$24.2M
NXPINXP SEMICONDUCTORS N V COM
$24.0M
CTRACOTERRA ENERGY INC COM
$23.9M
PHOINVESCO WATER RESOURCES ETF
$23.7M
URAGLOBAL X URANIUM ETF
$23.6M
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
$23.5M
IUSGISHARES CORE S&P U.S. GROWTH ETF
$23.5M
TTDTHE TRADE DESK INC COM CL A
$23.5M
JSMDJANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF
$23.5M
BLWBLACKROCK LTD DURATION INCOME COM SHS
$23.4M
FTNTFORTINET INC COM
$23.3M
PTYPIMCO CORPORATE & INCOME OPPOR COM
$23.0M
PIPRPIPER SANDLER COMPANIES COM
$22.7M
UDRUDR INC COM
$22.7M
ENPHENPHASE ENERGY INC COM
$22.6M
WRBBERKLEY W R CORP COM
$22.5M
FENIFIDELITY ENHANCED INTERNATIONAL ETF
$22.5M
LEVILEVI STRAUSS & CO NEW CL A COM STK
$21.8M
MCKMCKESSON CORP COM
$21.8M
NNNNNN REIT INC COM
$21.7M
MAGSROUNDHILL MAGNIFICENT SEVEN ETF
$21.3M
AJGGALLAGHER ARTHUR J & CO COM
$21.2M
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
$21.1M
MATMATTEL INC COM
$21.0M
MSOSADVISORSHARES PURE US CANNABIS ETF
$20.8M
BBYBEST BUY INC COM
$20.7M
SNYSANOFI SPONSORED ADR
$20.5M
FDXFEDEX CORP COM
$20.3M
RFVINVESCO S&P MIDCAP 400 PURE VALUE ETF
$20.2M
BSVVANGUARD SHORT-TERM BOND ETF
$20.1M
LULULULULEMON ATHLETICA INC COM
$20.1M
SRESEMPRA COM
$20.1M
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$20.0M
BDXBECTON DICKINSON & CO COM
$20.0M
CFCF INDS HLDGS INC COM
$20.0M
ESEVERSOURCE ENERGY COM
$19.9M
PPGPPG INDS INC COM
$19.9M
GWREGUIDEWIRE SOFTWARE INC COM
$19.8M
RSPSINVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF
$19.7M
RWLINVESCO S&P 500 REVENUE ETF
$19.6M
GOODGLADSTONE COMMERCIAL CORP COM
$19.5M
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND
$19.4M
NOVNOV INC COM
$19.2M
IJKISHARES S&P MID-CAP 400 GROWTH ETF
$19.1M
VOOGVANGUARD S&P 500 GROWTH ETF
$19.0M
VEEVVEEVA SYS INC CL A COM
$18.9M
NEXTNEXTDECADE CORP COM
$18.8M
KTBKONTOOR BRANDS INC COM
$18.8M
NETCLOUDFLARE INC CL A COM
$18.8M
BBEUJPMORGAN BETABUILDERS EUROPE ETF
$18.8M
SCZISHARES MSCI EAFE SMALL-CAP ETF
$18.6M
SNOWSNOWFLAKE INC CL A
$18.4M
TTTRANE TECHNOLOGIES PLC SHS
$18.3M
AG8AGILENT TECHNOLOGIES INC COM
$18.1M
SCHWSCHWAB CHARLES CORP COM
$17.9M
AEEAMEREN CORP COM
$17.5M
DFSEURDISCOVER FINL SVCS COM
$17.4M
HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
$17.3M
SCHKSCHWAB 1000 INDEX ETF
$17.3M
ISRGINTUITIVE SURGICAL INC COM NEW
$16.7M
IATISHARES U.S. REGIONAL BANKS ETF
$16.7M
PGFINVESCO FINANCIAL PREFERRED ETF
$16.6M
AZZAZZ INC COM
$16.5M
DKNGDRAFTKINGS INC NEW COM CL A
$16.2M
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
$16.1M
HESHESS CORP COM
$16.0M
UVVUNIVERSAL CORP VA COM
$15.9M
XEVVXEATON VANCE LTD DURATION INCOM COM
$15.8M
AZOAUTOZONE INC COM
$15.8M
CPAYCORPAY INC COM SHS
$15.6M
CLXCLOROX CO DEL COM
$15.5M
RELXRELX PLC SPONSORED ADR
$15.5M
VTSVITESSE ENERGY INC COMMON STOCK
$15.4M
UGIUGI CORP NEW COM
$15.4M
ESGVVANGUARD ESG U.S. STOCK ETF
$15.3M
ZIONZIONS BANCORPORATION N A COM
$15.3M
PLBYPLBY GROUP INC COM
$15.2M
FXLFIRST TRUST TECHNOLOGY ALPHADEX FUND
$15.1M
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