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 |
|---|
| 1,501 | GCI Liberty Inc | 2 | 74 $ | |
| 1,502 | Kite Realty Group Trust | 3 | 74 $ | |
| 1,503 | Sabre Corp | 50 | 73 $ | |
| 1,504 | OPENDOOR TECHNOLOGIES INC | 116 | 70 $ | |
| 1,505 | Wendy's Co/The | 10 | 70 $ | |
| 1,506 | Cannae Holdings Inc | 6 | 68 $ | |
| 1,507 | National Beverage Corp | 2 | 67 $ | |
| 1,508 | MicroVision Inc | 100 | 64 $ | |
| 1,509 | Gran Tierra Energy Inc | 7 | 63 $ | |
| 1,510 | Prestige Consumer Healthcare Inc | 1 | 59 $ | |
| 1,511 | Ryanair Holdings PLC | 1 | 58 $ | |
| 1,512 | Traeger Inc | 2 | 58 $ | |
| 1,513 | Koninklijke Philips NV | 2 | 55 $ | |
| 1,514 | Xerox Holdings Corp | 42 | 54 $ | |
| 1,515 | Enovix Corp | 10 | 52 $ | |
| 1,516 | Sasol Ltd | 4 | 52 $ | |
| 1,517 | Summit Hotel Properties Inc | 11 | 49 $ | |
| 1,518 | GEE Group Inc | 200 | 48 $ | |
| 1,519 | Fortrea Holdings Inc | 5 | 47 $ | |
| 1,520 | Urban One Inc | 8 | 44 $ | |
| 1,521 | Conduent Inc | 33 | 42 $ | |
| 1,522 | Ziff Davis Inc | 1 | 42 $ | |
| 1,523 | XPLR Infrastructure LP | 4 | 42 $ | |
| 1,524 | Unicycive Therapeutics Inc | 6 | 39 $ | |
| 1,525 | Chimera Investment Corp | 3 | 38 $ | |
| 1,526 | Global Net Lease Inc | 4 | 37 $ | |
| 1,527 | United Microelectronics Corp | 4 | 36 $ | |
| 1,528 | Akebia Therapeutics Inc | 25 | 35 $ | |
| 1,529 | Bentley Systems Inc | 1 | 35 $ | |
| 1,530 | Cherry Hill Mortgage Investment Corp | 12 | 30 $ | |
| 1,531 | OPENDOOR TECHNOLOGIES INC | 116 | 29 $ | |
| 1,532 | Rocket Cos Inc | 2 | 29 $ | |
| 1,533 | OPENDOOR TECHNOLOGIES INC | 116 | 27 $ | |
| 1,534 | WW International Inc | 2 | 27 $ | |
| 1,535 | Atossa Therapeutics Inc | 5 | 26 $ | |
| 1,536 | Lipocine Inc | 3 | 24 $ | |
| 1,537 | Fresenius Medical Care AG | 1 | 23 $ | |
| 1,538 | TPG Mortgage Investment Trust Inc | 3 | 22 $ | |
| 1,539 | FuelCell Energy Inc | 3 | 20 $ | |
| 1,540 | Senseonics Holdings Inc | 3 | 20 $ | |
| 1,541 | Novavax Inc | 2 | 16 $ | |
| 1,542 | Hyperscale Data Inc | 100 | 15 $ | |
| 1,543 | KARTOON STUDIOS INC | 22 | 14 $ | |
| 1,544 | Endava PLC | 3 | 13 $ | |
| 1,545 | Wheels Up Experience Inc | 26 | 13 $ | |
| 1,546 | Brilliant Earth Group Inc | 7 | 9 $ | |
| 1,547 | PSQ Holdings Inc | 17 | 9 $ | |
| 1,548 | SELLAS Life Sciences Group Inc | 2 | 8 $ | |
| 1,549 | ABUNDIA GLOBAL IMPACT GROUP INC | 5 | 7 $ | |
| 1,550 | CITIUS PHARMACEUTICALS INC | 4 | 4 $ | |
| 1,551 | PHUNWARE INC | 2 | 4 $ | |
| 1,552 | TherapeuticsMD Inc | 2 | 4 $ | |
| 1,553 | GENPREX INC | 1 | 2 $ | |
| 1,554 | Virgin Galactic Holdings Inc | 1 | 2 $ | |
| 1,555 | XEROX HOLDINGS CORP | 21 | 2 $ | |
| 1,556 | XOS INC | 1 | 2 $ | |
| 1,557 | MATINAS BIOPHARMA HOLDINGS INC | 2 | 1 $ | |
| 1,558 | ORAGENICS INC | 1 | 1 $ | |
| 1,559 | OUTLOOK THERAPEUTICS INC | 5 | 1 $ | |