Instuitional Investor - Bogart Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Bogart Wealth, Llc |
| Portfolio Value | $1,772,258,279 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | XOM | 1,446,693 | $144,640,335 | 8.16% | |
| 2. | BND | 1,494,069 | $109,888,765 | 6.2% | |
| 3. | Vanguard S&P 500 Etf | 248,946 | $108,739,826 | 6.13% | |
| 4. | Ishares Msci Usa Quality Factor Etf | 616,236 | $90,672,898 | 5.11% | |
| 5. | Ishares Msci Intl Quality Factor Etf | 1,936,333 | $72,728,665 | 4.1% |
