Instuitional Investor - Bogart Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Bogart Wealth, Llc |
| Portfolio Value | $2,341,231,587 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | XOM | 1,398,367 | $150,744,003 | 6.44% | |
| 2. | Vanguard S&P 500 Etf - ETF | 247,585 | $140,635,829 | 6.01% | |
| 3. | Ishares Msci Acwi Etf - ETF | 925,215 | $118,982,586 | 5.08% | |
| 4. | Jpmorgan International Research Enhanced Equity Etf - ETF | 1,621,384 | $114,745,376 | 4.9% | |
| 5. | BND | 1,508,973 | $111,105,716 | 4.75% |
