Bogart Wealth, LLC - Q12026 Holdings
Bogart Wealth, LLC holds 1817 stocks with a total portfolio value of $ 2.6B as of Q12026. In Q12026, Bogart Wealth, LLC added 326 new positions, increased stakes in 749 stocks, reduced 233 holdings, and fully exited 86 positions. The largest holding is Exxon Mobil Corp Com (XOM), representing 7.95% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options