Bogart Wealth, LLC
CIK Number: 0001715740
2.12B
Market Value
100
# of Holdings
11 months
Avg. Holding Period
42.00%
Win Rate
23.47%
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... | 102.37 | -1.38% | 1.33M | +4.95% | 143.37M | 66.2 | 6.80% |
| 2 | VOO | Vanguard 500 In... | 548.18 | +0.03% | 242.98K | +0.18% | 130.92M | 300.52 | 6.21% |
| 3 | QUAL | iShares MSCI US... | 179.72 | +0.42% | 599.29K | -2.35% | 106.72M | 130.99 | 5.06% |
| 4 | BND | Vanguard Total ... | 72.75 | +0.64% | 1.46M | +3.09% | 104.79M | 75.3 | 4.97% |
| 5 | QQQM | Invesco NASDAQ ... | 217.85 | +0.34% | 400.37K | +189.37% | 84.26M | 204.79 | 4.00% |
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