Bogart Wealth, LLC
Top Portfolio Positions
1,339 positions ·
$1,161,143,804 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
1,216,193 | $206,339,304 | 17.77% | |
| 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 | 1.88% | |
| 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
25 quarters · across all stocks
Holdings in CII
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $138,837 | 6,605 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $146,062 | 6,250 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $143,750 | 6,250 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $133,437 | 6,250 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $115,437 | 6,250 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $125,625 | 6,250 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $123,062 | 6,250 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $124,937 | 6,250 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $121,812 | 6,250 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $118,750 | 6,250 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $92,317 | 4,950 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $91,624 | 4,950 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $88,753 | 4,950 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $65,912 | 3,850 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $50,995 | 3,100 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $54,498 | 3,100 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $64,728 | 3,100 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $68,572 | 3,100 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $62,620 | 3,100 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $63,829 | 3,100 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $59,861 | 3,100 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $53,940 | 3,100 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $47,926 | 3,100 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $44,857 | 3,100 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $40,269 | 3,100 | Shares | Sole | 2020-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||