Instuitional Investor - Bogart Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Bogart Wealth, Llc |
| Portfolio Value | $2,492,128,942 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | XOM | 1,385,337 | $166,711,448 | 6.69% | |
| 2. | Vanguard S&P 500 Etf - ETF | 246,361 | $154,500,355 | 6.2% | |
| 3. | Ishares Msci Acwi Etf - ETF | 910,093 | $128,769,014 | 5.17% | |
| 4. | BND | 1,612,951 | $119,471,253 | 4.79% | |
| 5. | Capital Group Dividend Value Etf - ETF | 2,379,570 | $103,844,414 | 4.17% |
Hedge Fund Resource Center 
