Bogart Wealth, LLC
CIK Number: 0001715740
2.11B
Market Value
959
# of Holdings
12 months
Avg. Holding Period
72.93%
Win Rate
29.59%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Exxon Mobil Cor... | 107.76 | -0.09% | 1.27M | +0.83% | 148.86M | 64.15 | 7.05% | |
| 2 | Vanguard S&P 50... | 547.49 | +0.57% | 242.55K | -1.75% | 127.98M | 300.09 | 6.06% | |
| 3 | Ishares Msci Us... | 180.05 | +0.42% | 613.70K | -0.03% | 110.04M | 130.99 | 5.21% | |
| 4 | Vanguard Total ... | 71.78 | -0.10% | 1.41M | -18.49% | 106.17M | 75.4 | 5.03% | |
| 5 | Ishares Msci Ac... | 119.31 | +0.69% | 698.10K | +0.65% | 83.46M | 87.86 | 3.95% |
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