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Portfolio (Quarterly) Guide ↗

Bogart Wealth, LLC

· CIK 0001715740
13F Portfolio $2.5B AUM 1,585 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 172 New 430 Added 344 Reduced 116 Exited
Page 5 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DIS DISNEY WALT CO COM Communication Services 1,797.0 $204K 0.01% -167.0 -8.5% $113.77 -9.0%
82 MMM 3M CO COM Industrials 1,211.0 $194K 0.01% -14.0 -1.1% $160.04 -5.3%
83 UNH UNITEDHEALTH GROUP INC COM Healthcare 559.0 $184K 0.01% -290.0 -34.2% $329.96 +16.2%
84 VBR VANGUARD SMALL CAP VALUE ETF 828.0 $175K 0.01% -350.0 -29.7% $211.79 +9.0%
85 MS MORGAN STANLEY COM NEW Financial Services 917.0 $163K 0.01% -64.0 -6.5% $177.50 +13.0%
86 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 2,204.0 $160K 0.01% -881.0 -28.6% $72.68 +31.5%
87 KR KROGER CO COM Consumer Defensive 2,444.0 $153K 0.01% -20.0 -0.8% $62.49 +7.3%
88 NEE NEXTERA ENERGY INC COM Utilities 1,799.0 $144K 0.01% -50.0 -2.7% $80.27 +11.7%
89 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 2,597.0 $140K 0.01% -1K -28.3% $53.94 +10.4%
90 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 2,530.0 $139K 0.01% -381.0 -13.1% $54.77 -5.5%
91 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 504.0 $135K 0.01% -169.0 -25.1% $268.30 -33.7%
92 TMUS T-MOBILE US INC COM Communication Services 663.0 $135K 0.01% -6.0 -0.9% $203.05 -6.3%
93 KEY KEYCORP COM Financial Services 6,499.0 $134K 0.01% -6K -47.3% $20.64 +4.1%
94 ABT ABBOTT LABS COM Healthcare 1,067.0 $134K 0.01% -76.0 -6.7% $125.28 -29.9%
95 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 5,345.0 $130K 0.01% -241.0 -4.3% $24.23 -0.0%
96 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 514.0 $129K 0.01% -44.0 -7.9% $250.39 +20.7%
97 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 4,157.0 $122K 0.01% -440.0 -9.6% $29.27 +14.3%
98 ALL ALLSTATE CORP COM Financial Services 578.0 $120K 0.01% -14.0 -2.4% $208.15 +3.0%
99 GEV GE VERNOVA INC COM Utilities 180.0 $118K 0.01% -15.0 -7.7% $653.57 +59.7%
100 FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 2,644.0 $117K 0.01% -40.0 -1.5% $44.32 -2.4%
Page 5 of 18  ·  344 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 22.2%
Energy 18.4%
Financial Services 15.9%
Healthcare 11.7%
Industrials 8.3%
Communication Services 7.2%
Consumer Defensive 5.5%
Consumer Cyclical 4.7%
Utilities 3.0%
Real Estate 2.9%