Bogart Wealth, LLC
Top Portfolio Positions
1,335 positions ·
$1,160,558,309 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
1,216,193 | $206,339,304 | 17.78% |
| AAPL |
Apple Inc.
Technology
|
134,963 | $34,252,259 | 2.95% |
| NVDA |
Nvidia Corp
Technology
|
169,072 | $29,486,156 | 2.54% |
| MSFT |
Microsoft Corp
Technology
|
73,118 | $27,066,090 | 2.33% |
| GOOGL |
Alphabet Inc.
Communication Services
|
91,384 | $26,278,383 | 2.26% |
| AVGO |
Broadcom Inc.
Technology
|
70,682 | $21,876,785 | 1.89% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
86,974 | $18,114,074 | 1.56% |
| CSCO |
Cisco Systems, Inc.
Technology
|
231,448 | $17,958,050 | 1.55% |
| IBM |
International Business Machines Corp
Technology
|
71,902 | $17,428,325 | 1.50% |
| CME |
Cme Group Inc.
Financial Services
|
58,807 | $17,368,647 | 1.50% |
Portfolio Trend
Holdings in BME
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $539 | 14 | Shares | Sole | 2026-04-28 | |
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