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Portfolio (Quarterly) Guide ↗

Bogart Wealth, LLC

· CIK 0001715740
13F Portfolio $2.9B AUM 2,013 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 547 New 844 Added 227 Reduced 120 Exited
Page 14 of 43  ·  844 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 1,504.0 $102K 0.00% +1K +749.7% $68.01 +1.6%
262 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 891.0 $100K 0.00% +635.0 +248.1% $112.29 +40.5%
263 ANGLOGOLD ASHANTI PLC COM SHS 1,233.0 $100K 0.00% +1K +5037.5% $80.87
264 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 422.0 $98K 0.00% +13.0 +3.2% $233.10 +1.9%
265 APP APPLOVIN CORP COM CL A Technology 188.0 $97K 0.00% +34.0 +22.1% $515.23 -40.7%
266 MGK VANGUARD MEGA CAP GROWTH ETF 1,100.0 $97K 0.00% +895.0 +436.6% $87.91 +1.2%
267 DHR DANAHER CORP DEL COM Healthcare 503.0 $96K 0.00% +311.0 +162.0% $190.48 +14.9%
268 SYY SYSCO CORP COM Consumer Defensive 1,133.0 $95K 0.00% +132.0 +13.2% $83.55 +0.7%
269 COIN COINBASE GLOBAL INC COM CL A Financial Services 636.0 $93K 0.00% +593.0 +1379.1% $146.19 +27.6%
270 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 1,592.0 $92K 0.00% +187.0 +13.3% $57.86 +11.4%
271 CVS CVS HEALTH CORP COM Healthcare 890.0 $92K 0.00% +318.0 +55.6% $103.42 -10.1%
272 FCX FREEPORT MCMORAN INC CL B Basic Materials 1,410.0 $89K 0.00% +539.0 +61.9% $62.89 +21.9%
273 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 2,547.0 $88K 0.00% +2K +183.0% $34.67 -2.6%
274 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 705.0 $88K 0.00% +505.0 +252.5% $124.83 +1.3%
275 VONV VANGUARD RUSSELL 1000 VALUE ETF 817.0 $87K 0.00% +45.0 +5.8% $106.31 +6.1%
276 UPS UNITED PARCEL SVCS INC CL B Industrials 807.0 $87K 0.00% +280.0 +53.1% $107.49 -5.1%
277 TRP TC ENERGY CORP COM Energy 1,308.0 $87K 0.00% +168.0 +14.7% $66.29 -6.4%
278 ES EVERSOURCE ENERGY COM Utilities 1,195.0 $86K 0.00% +226.0 +23.3% $72.29 -2.9%
279 GWW WW GRAINGER INC COM Industrials 63.0 $86K 0.00% +6.0 +10.5% $1368.79 -4.1%
280 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 1,900.0 $86K 0.00% +2K +4534.1% $45.35 -5.7%
Page 14 of 43  ·  844 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.5%
Financial Services 15.3%
Healthcare 11.7%
Industrials 9.9%
Communication Services 7.6%
Consumer Defensive 5.8%
Consumer Cyclical 5.1%
Utilities 4.8%
Energy 3.7%
Real Estate 3.2%