Bogart Wealth, LLC
CIK Number: 0001715740
2.11B
Market Value
1,147
# of Holdings
11 months
Avg. Holding Period
30.94%
Win Rate
22.95%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil Cor... | 106.89 | +2.59% | 1.33M | +4.95% | 143.37M | 66.2 | 6.80% |
| 2 | VOO | Vanguard 500 In... | 484.02 | +0.16% | 242.98K | +0.18% | 130.92M | 300.52 | 6.21% |
| 3 | QUAL | iShares MSCI US... | 161.47 | +0.29% | 599.29K | -2.35% | 106.72M | 130.99 | 5.06% |
| 4 | BND | Vanguard Total ... | 72.66 | -0.2% | 1.46M | +3.09% | 104.79M | 75.3 | 4.97% |
| 5 | QQQM | Invesco NASDAQ ... | 182.83 | -0.04% | 400.37K | +189.37% | 84.26M | 204.79 | 4.00% |
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