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Portfolio (Quarterly) Guide ↗

Bogart Wealth, LLC

· CIK 0001715740
13F Portfolio $2.5B AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1528 New
Page 55 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 BBCA JPMORGAN BETABUILDERS CANADA ETF 33.0 $3K NEW $87.24 +14.7%
1082 ZEVRA THERAPEUTICS INC COM NEW 300.0 $3K NEW $9.51
1083 MKSI MKS INC. COM Technology 23.0 $3K NEW $123.78 +137.5%
1084 EA ELECTRONIC ARTS INC COM Communication Services 14.0 $3K NEW $201.71 -0.0%
1085 TMC TMC THE METALS COMPANY INC COM Basic Materials 440.0 $3K NEW $6.37 -21.4%
1086 MDB MONGODB INC CL A Technology 9.0 $3K NEW $310.33 +7.8%
1087 UFOX DEFIANCE CONNECTIVE TECHNOLOGIES ETF 45.0 $3K NEW $61.69 +54.2%
1088 QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 28.0 $3K NEW $98.93 -0.8%
1089 CAH CARDINAL HEALTH INC COM Healthcare 17.0 $3K NEW $161.47 +23.4%
1090 SWX SOUTHWEST GAS HLDGS INC COM Utilities 35.0 $3K NEW $78.34 +13.7%
1091 NEA NUVEEN AMT FREE QLTY MUN INCME COM Financial Services 240.0 $3K NEW $11.39 -2.4%
1092 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 444.0 $3K NEW $6.12 +50.2%
1093 SITM SITIME CORP COM Technology 9.0 $3K NEW $301.33 +130.2%
1094 U UNITY SOFTWARE INC COM Technology 67.0 $3K NEW $40.04 -34.6%
1095 TTD THE TRADE DESK INC COM CL A Technology 54.0 $3K NEW $49.02 -56.8%
1096 NATL NCR ATLEOS CORPORATION COM SHS Technology 67.0 $3K NEW $39.31 +13.1%
1097 BROS DUTCH BROS INC CL A Consumer Cyclical 50.0 $3K NEW $52.34 +0.8%
1098 TYL TYLER TECHNOLOGIES INC COM Technology 5.0 $3K NEW $523.20 -38.3%
1099 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 10.0 $3K NEW $261.10 +17.3%
1100 ASPN ASPEN AEROGELS INC COM Industrials 375.0 $3K NEW $6.96 -26.7%
Page 55 of 77  ·  1,528 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 22.5%
Energy 18.0%
Financial Services 15.5%
Healthcare 9.6%
Industrials 8.1%
Communication Services 7.6%
Consumer Cyclical 6.0%
Consumer Defensive 5.5%
Real Estate 3.8%
Utilities 3.2%