Bogart Wealth, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.1 Billion distributed in 1344 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $143M, Vanguard Index Fds S&P 500 ETF with a value of $131M, Ishares Msci Usa Quality Facto with a value of $107M, Vanguard Bd Index Fd Inc Total with a value of $105M, and Invesco Exchange Traded Fd Tr with a value of $84.3M.
Examining the 13F form we can see an decrease of $4.64M in the current position value, from $2.1B to 2.1B.
Also it can be appreciated an additional of 255 stocks purchases and 2 closed positions.
Below you can find more details about Bogart Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.1 Billion
ETFs: $1.18 Billion
Technology: $202 Million
Energy: $168 Million
Financial Services: $143 Million
Industrials: $88.2 Million
Healthcare: $83.6 Million
Communication Services: $81.6 Million
Consumer Defensive: $57.9 Million
Other: $91.6 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
