Instuitional Investor - Bogart Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Bogart Wealth, Llc |
| Portfolio Value | $2,466,062,379 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | XOM | 1,379,197 | $155,504,484 | 6.31% | |
| 2. | Vanguard S&P 500 Etf - ETF | 246,522 | $150,965,116 | 6.12% | |
| 3. | Ishares Msci Acwi Etf - ETF | 918,205 | $126,932,591 | 5.15% | |
| 4. | Jpmorgan International Research Enhanced Equity Etf - ETF | 1,631,713 | $119,996,206 | 4.87% | |
| 5. | BND | 1,554,910 | $115,638,637 | 4.69% |
Hedge Fund Resource Center 
