Instuitional Investor - Bogart Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Bogart Wealth, Llc |
| Portfolio Value | $2,108,661,248 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | XOM | 1,332,810 | $143,370,371 | 6.79% | |
| 2. | Vanguard S&P 500 Etf - ETF | 242,977 | $130,918,378 | 6.2% | |
| 3. | Ishares Msci Usa Quality Factor Etf - ETF | 599,287 | $106,721,046 | 5.06% | |
| 4. | BND | 1,457,277 | $104,792,799 | 4.96% | |
| 5. | Invesco Nasdaq 100 Etf - ETF | 400,366 | $84,257,130 | 3.99% |
