IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Bogart Wealth, LLC

Q4 2023 Holdings

Filed 2024-02-07 | 1067 holdings | $1.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Costar Group Inc COM(CSGP)Stock22160N109$14.2K1620.0%
Zions Bancorporation N A COM(ZION)Stock989701107$14.2K3230.0%
Ishares Cmbs ETF(CMBS)ETF46429B366$14.3K3060.0%
Kontoor Brands Inc COM(KTB)Stock50050N103$14.4K2300.0%
Ishares 1-3 Year Treasury Bond ETF(SHY)ETF464287457$14.4K1750.0%
Eaton Vance LTD Duration Incom COM(XEVVX)CEF27828H105$14.4K1,5000.0%
Schwab 1000 Index ETF(SCHK)ETF808524722$14.4K3120.0%
Icon PLC SHS(ICLR)StockG4705A100$14.4K510.0%
Ameren Corp COM(AEE)Stock023608102$14.5K2000.0%
Draftkings Inc New COM CL A(DKNG)Stock26142V105$14.6K4130.0%
Spdr S&P Software & Services ETF(XSW)ETF78464A599$14.6K970.0%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$14.6K1870.0%
Ishares Ibonds DEC 2024 Term Muni Bond ETFETF46435U697$14.7K5650.0%
Ishares U.S. Regional Banks ETF(IAT)ETF464288778$14.7K3510.0%
Cava Group Inc COM(CAVA)Stock148929102$14.8K3440.0%
Xtrackers Msci Eafe Hedged Equity ETF(DBEF)ETF233051200$14.9K4020.0%
Totalenergies SE Sponsored ADS(TTEN)ADR89151E109$15.0K2230.0%
UGI Corp New COM(UGI)Stock902681105$15.1K6140.0%
Invesco Financial Preferred ETF(PGF)ETF46137V621$15.5K1,0600.0%
Communication Services Select Sector Spdr Fund(XLC)ETF81369Y852$15.6K2150.0%
Best BUY Inc COM(BBY)Stock086516101$15.7K2000.0%
Arista Networks Inc COM(ANETEUR)Stock040413106$15.8K670.0%
Gladstone Commercial Corp COM(GOOD)REIT376536108$15.9K1,2000.0%
Ishares Preferred & Income Securities ETF(PFF)ETF464288687$16.1K5150.0%
Darden Restaurants Inc COM(DRI)Stock237194105$16.1K980.0%
C H Robinson Worldwide Inc COM New(CHRW)Stock12541W209$16.1K1870.0%
Diageo PLC Spon ADR New(DGED)ADR25243Q205$16.1K1110.0%
Zimmer Biomet Holdings Inc COM(ZBH)Stock98956P102$16.2K1330.0%
Watsco Inc COM(WSO)Stock942622200$16.3K380.0%
Dollar Tree Inc COM(DLTR)Stock256746108$16.5K1160.0%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$16.5K2080.0%
Levi Strauss & Co New CL A COM STK(LEVI)Stock52736R102$16.5K1,0000.0%
Alliancebernstein Hldg L P Unit LTD Partn(AB)Stock01881G106$16.6K5350.0%
Iqvia Hldgs Inc COM(IQV)Stock46266C105$16.9K730.0%
Hess Corp COM(HES)Stock42809H107$17.0K1180.0%
Invesco S&P 500 Revenue ETF(RWL)ETF46138G698$17.1K2000.0%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$17.3K900.0%
Gallagher Arthur J & Co COM(AJG)Stock363576109$17.5K780.0%
Vaneck Semiconductor ETF(SMH)ETF92189F676$17.5K1000.0%
Constellation Brands Inc CL A(STZ)Stock21036P108$17.6K730.0%
Dave & Busters Entmt Inc COM(PLAY)Stock238337109$17.8K3300.0%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$17.8K440.0%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$17.9K2760.0%
Sempra COM(SRE)Stock816851109$17.9K2400.0%
Fortinet Inc COM(FTNT)Stock34959E109$18.1K3100.0%
CF Inds Hldgs Inc COM(CF)Stock125269100$18.2K2290.0%
Sanofi Sponsored ADR(SNY)ADR80105N105$18.3K3670.0%
First Trust DOW Jones Internet Index Fund(FDN)ETF33733E302$18.5K990.0%
Weyerhaeuser Co MTN BE COM New(WY)REIT962166104$18.7K5380.0%
Delta AIR Lines Inc del COM New(DAL)Stock247361702$18.7K4660.0%
PreviousPage 11 of 22Next