Instuitional Investor - Bogart Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Bogart Wealth, Llc |
| Portfolio Value | $2,917,972,725 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 287,374 | $197,371,031 | 6.76% | |
| 2. | Ishares Msci Acwi Etf - ETF | 1,049,707 | $164,772,476 | 5.65% | |
| 3. | Exxonmobil Holdings Corp Com Shs | 1,202,952 | $164,467,639 | 5.64% | |
| 4. | Capital Group Dividend Value Etf - ETF | 2,429,786 | $119,739,837 | 4.1% | |
| 5. | BND | 1,614,048 | $118,487,293 | 4.06% |
Hedge Fund Resource Center 
