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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 64 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 CDW CDW CORP COM Technology 7.0 $1K NEW $159.29 -33.8%
1262 BOKF BOK FINL CORP COM NEW Financial Services 10.0 $1K NEW $111.40 +14.2%
1263 VTRS VIATRIS INC COM Healthcare 112.0 $1K NEW $9.90 +64.6%
1264 EIX EDISON INTL COM Utilities 20.0 $1K NEW $55.30 +28.4%
1265 TWLO TWILIO INC CL A Communication Services 11.0 $1K NEW $100.09 +92.8%
1266 INGR INGREDION INC COM Consumer Defensive 9.0 $1K NEW $122.11 -18.0%
1267 ENPH ENPHASE ENERGY INC COM Energy 31.0 $1K NEW $35.39 +33.0%
1268 POST POST HLDGS INC COM Consumer Defensive 10.0 $1K NEW $107.50 -9.2%
1269 SBCF SEACOAST BKG CORP FLA COM NEW Financial Services 35.0 $1K NEW $30.43 -1.0%
1270 INTA INTAPP INC COM Technology 26.0 $1K NEW $40.88 -51.0%
1271 RVTY REVVITY INC COM Healthcare 12.0 $1K NEW $87.67 +7.6%
1272 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 4.0 $1K NEW $262.25 +15.0%
1273 OGN ORGANON & CO COMMON STOCK Healthcare 98.0 $1K NEW $10.68 +25.7%
1274 HACK AMPLIFY CYBERSECURITY ETF 12.0 $1K NEW $86.83 +5.0%
1275 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 30.0 $1K NEW $34.67 +2.8%
1276 S SENTINELONE INC CL A Technology 59.0 $1K NEW $17.61 -0.9%
1277 OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 17.0 $1K NEW $60.24 +11.3%
1278 NSIT INSIGHT ENTERPRISES INC COM Technology 9.0 $1K NEW $113.44 -22.7%
1279 RNR RENAISSANCERE HLDGS LTD COM Financial Services 4.0 $1K NEW $254.00 +19.2%
1280 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 10.0 $1K NEW $101.40 -7.7%
Page 64 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%