Instuitional Investor - Bogart Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Bogart Wealth, Llc |
| Portfolio Value | $2,119,603,870 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | XOM | 1,317,522 | $156,692,920 | 7.39% | |
| 2. | Vanguard S&P 500 Etf - ETF | 243,415 | $125,093,649 | 5.9% | |
| 3. | BND | 1,471,758 | $108,100,589 | 5.1% | |
| 4. | Ishares Msci Usa Quality Factor Etf - ETF | 597,111 | $102,040,246 | 4.81% | |
| 5. | Victory Portfolios Ii | 1,801,633 | $84,568,674 | 3.99% |
