Holdings of Bogart Wealth, LLC
1559 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 44.9 % of the equity sleeve
Sector breakdown
- Technology 10.7 %
- Energy 9.5 %
- Funds 6.5 %
- Financials 4.4 %
- Health care 4.3 %
- Industrials 3.8 %
- Communication 3.3 %
- Consumer discretionary 2.2 %
- Consumer staples 2.1 %
- Utilities 1.7 %
- Real estate 1.4 %
- Unattributed 50.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.3 %
- NL 0.6 %
- GB 0.0 %
- TW 0.0 %
- BR 0.0 %
- JP 0.0 %
- DE 0.0 %
- DK 0.0 %
- ES 0.0 %
- ZA 0.0 %
- FR 0.0 %
- CN 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 1,505 | 2.4B $ | 99.28 % |
| 2 | NL | 4 | 15.3M $ | 0.62 % |
| 3 | GB | 15 | 1.2M $ | 0.05 % |
| 4 | TW | 3 | 550.5K $ | 0.02 % |
| 5 | BR | 4 | 484K $ | 0.02 % |
| 6 | JP | 4 | 72.4K $ | 0.00 % |
| 7 | DE | 1 | 46.4K $ | 0.00 % |
| 8 | DK | 2 | 34.8K $ | 0.00 % |
| 9 | ES | 2 | 27.8K $ | 0.00 % |
| 10 | ZA | 2 | 18.2K $ | 0.00 % |
| 11 | FR | 1 | 17.2K $ | 0.00 % |
| 12 | CN | 1 | 11.8K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1,201 | Element Solutions Inc | 37 | 1.3K $ | |
| 1,202 | Highwoods Properties Inc | 59 | 1.3K $ | |
| 1,203 | Carvana Co | 4 | 1.3K $ | |
| 1,204 | Figma Inc | 59 | 1.2K $ | |
| 1,205 | Meritage Homes Corp | 20 | 1.2K $ | |
| 1,206 | Avient Corp | 34 | 1.2K $ | |
| 1,207 | iShares MBS ETF | 13 | 1.2K $ | |
| 1,208 | VanEck J. P. Morgan EM Local Currency Bond ETF | 49 | 1.2K $ | |
| 1,209 | Dropbox Inc | 54 | 1.2K $ | |
| 1,210 | Celsius Holdings Inc | 34 | 1.2K $ | |
| 1,211 | Bank OZK | 26 | 1.2K $ | |
| 1,212 | Paramount Skydance Corp. | 132 | 1.2K $ | |
| 1,213 | Klaviyo Inc | 61 | 1.2K $ | |
| 1,214 | Tradeweb Markets Inc | 10 | 1.2K $ | |
| 1,215 | TPG Inc | 29 | 1.2K $ | |
| 1,216 | Merit Medical Systems Inc | 17 | 1.2K $ | |
| 1,217 | Vornado Realty Trust | 45 | 1.2K $ | |
| 1,218 | Freedom Holding Corp/NV | 8 | 1.2K $ | |
| 1,219 | Intuitive Machines Inc | 62 | 1.2K $ | |
| 1,220 | Coca-Cola Consolidated Inc | 6 | 1.2K $ | |
| 1,221 | Match Group Inc | 37 | 1.1K $ | |
| 1,222 | Under Armour Inc | 192 | 1.1K $ | |
| 1,223 | Tenet Healthcare Corp | 6 | 1.1K $ | |
| 1,224 | Zoom Communications Inc | 14 | 1.1K $ | |
| 1,225 | Acuity Inc | 4 | 1.1K $ | |
| 1,226 | Essential Utilities Inc | 28 | 1.1K $ | |
| 1,227 | Exelixis Inc | 26 | 1.1K $ | |
| 1,228 | SLM Corp | 52 | 1.1K $ | |
| 1,229 | Webster Financial Corp | 16 | 1.1K $ | |
| 1,230 | Advance Auto Parts Inc | 21 | 1.1K $ | |
| 1,231 | TransUnion | 16 | 1.1K $ | |
| 1,232 | Timken Co/The | 11 | 1.1K $ | |
| 1,233 | Flowserve Corp | 15 | 1.1K $ | |
| 1,234 | Knightscope Inc | 264 | 1.1K $ | |
| 1,235 | Under Armour Inc | 190 | 1.1K $ | |
| 1,236 | EPAM Systems Inc | 8 | 1.1K $ | |
| 1,237 | Woodward Inc | 3 | 1.1K $ | |
| 1,238 | Lincoln National Corp | 30 | 1.1K $ | |
| 1,239 | Seacoast Banking Corp of Florida | 35 | 1.1K $ | |
| 1,240 | Cytokinetics Inc | 16 | 1.1K $ | |
| 1,241 | OGE Energy Corp | 22 | 1.1K $ | |
| 1,242 | TopBuild Corp | 3 | 1.1K $ | |
| 1,243 | StepStone Group Inc | 22 | 1.1K $ | |
| 1,244 | Equitable Holdings Inc | 28 | 1K $ | |
| 1,245 | Pinnacle West Capital Corp. | 10 | 1K $ | |
| 1,246 | Voya Financial Inc | 15 | 1K $ | |
| 1,247 | GATX Corp | 6 | 1K $ | |
| 1,248 | Invesco Russell 1000 Dynamic Multifactor ETF | 17 | 1K $ | |
| 1,249 | Avis Budget Group Inc | 7 | 1K $ | |
| 1,250 | VF Corp | 60 | 1K $ | |
| 1,251 | Littelfuse Inc | 3 | 1K $ | |
| 1,252 | International Flavors & Fragrances Inc | 14 | 1K $ | |
| 1,253 | Arrowhead Pharmaceuticals Inc | 16 | 1K $ | |
| 1,254 | West Pharmaceutical Services Inc | 4 | 1K $ | |
| 1,255 | Hamilton Lane Inc | 10 | 994 $ | |
| 1,256 | GoDaddy Inc | 12 | 992 $ | |
| 1,257 | Pinterest Inc | 54 | 990 $ | |
| 1,258 | Murphy USA Inc | 2 | 988 $ | |
| 1,259 | SailPoint Inc | 74 | 980 $ | |
| 1,260 | Federal Signal Corp | 9 | 973 $ | |
| 1,261 | Revolution Medicines Inc | 10 | 973 $ | |
| 1,262 | G-III Apparel Group Ltd | 35 | 970 $ | |
| 1,263 | Esab Corp | 10 | 967 $ | |
| 1,264 | Nextpower Inc | 8 | 964 $ | |
| 1,265 | Avantor Inc | 122 | 956 $ | |
| 1,266 | ITT Inc | 5 | 953 $ | |
| 1,267 | Molson Coors Beverage Co | 22 | 947 $ | |
| 1,268 | Reddit Inc | 7 | 943 $ | |
| 1,269 | Repligen Corp | 8 | 943 $ | |
| 1,270 | Baxter International Inc | 56 | 941 $ | |
| 1,271 | BitMine Immersion Technologies Inc | 47 | 930 $ | |
| 1,272 | Middleby Corp/The | 7 | 928 $ | |
| 1,273 | Altimmune Inc | 298 | 918 $ | |
| 1,274 | Jones Lang LaSalle Inc | 3 | 913 $ | |
| 1,275 | Interparfums Inc | 10 | 908 $ | |
| 1,276 | InterDigital Inc | 3 | 906 $ | |
| 1,277 | Amplify ETF Trust | 12 | 902 $ | |
| 1,278 | Blue Owl Capital Inc | 98 | 895 $ | |
| 1,279 | TransMedics Group Inc | 9 | 895 $ | |
| 1,280 | CTO Realty Growth Inc | 48 | 888 $ | |
| 1,281 | Cognex Corp | 18 | 882 $ | |
| 1,282 | BILL Holdings Inc | 23 | 881 $ | |
| 1,283 | Hyliion Holdings Corp | 500 | 880 $ | |
| 1,284 | ProShares Trust | 8 | 859 $ | |
| 1,285 | Cleanspark Inc | 100 | 851 $ | |
| 1,286 | NCR Voyix Corp | 134 | 848 $ | |
| 1,287 | TD SYNNEX Corp | 5 | 844 $ | |
| 1,288 | Gaming and Leisure Properties Inc | 19 | 843 $ | |
| 1,289 | MFS Intermediate Income Trust | 333 | 836 $ | |
| 1,290 | CH Robinson Worldwide Inc | 5 | 830 $ | |
| 1,291 | UFP Industries Inc | 9 | 829 $ | |
| 1,292 | Gevo Inc | 300 | 819 $ | |
| 1,293 | Champion Homes Inc | 11 | 818 $ | |
| 1,294 | Akamai Technologies Inc | 7 | 804 $ | |
| 1,295 | Tilray Brands Inc | 124 | 802 $ | |
| 1,296 | Ingersoll Rand Inc | 10 | 801 $ | |
| 1,297 | Kyndryl Holdings Inc | 61 | 800 $ | |
| 1,298 | FreightCar America Inc | 100 | 797 $ | |
| 1,299 | Dick's Sporting Goods Inc | 4 | 793 $ | |
| 1,300 | Eni SpA | 14 | 793 $ | |