IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Bogart Wealth, LLC

Q4 2025 Holdings

Filed 2026-01-30 | 1585 holdings | $2.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Lamar Advertising Co New CL A(LAMR)REIT512816109$6.8K540.0%
State Street Spdr Bloomberg Short Term High Yield Bond ETF(SJNK)ETF78468R408$6.8K2700.0%
Royal Gold Inc COM(RGLD)Stock780287108$6.9K310.0%
Newsmax Inc COM SHS Class B(NMAX)Stock65250K105$7.0K9020.0%
First Solar Inc COM(FSLR)Stock336433107$7.1K270.0%
Sherwin Williams Co COM(SHW)Stock824348106$7.1K220.0%
Dollar GEN Corp New COM(DG)Stock256677105$7.1K540.0%
Toll Brothers Inc COM(TOL)Stock889478103$7.2K530.0%
M & T BK Corp COM(MTB)Stock55261F104$7.2K360.0%
Ishares Agency Bond ETF(AGZ)ETF464288166$7.3K660.0%
Ishares JP Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$7.3K760.0%
Brighthouse Finl Inc COM(BHF)Stock10922N103$7.3K1130.0%
Alcon AG ORD SHS(ALC)StockH01301128$7.3K930.0%
Align Technology Inc COM(ALGN)Stock016255101$7.3K470.0%
American Intl Group Inc COM New(AIG)Stock026874784$7.4K860.0%
Ramaco RES Inc COM CL B(METCB)Stock75134P501$7.4K6290.0%
Vulcan Matls Co COM(VMC)Stock929160109$7.4K260.0%
Astoria Real Assets ETF(PPI)ETF46141T117$7.5K4000.0%
HCA Healthcare Inc COM(HCA)Stock40412C101$7.5K160.0%
Grab Holdings Limited Class A ORD(GRAB)StockG4124C109$7.5K1,5000.0%
Lauder Estee COS Inc CL A(EL)Stock518439104$7.5K720.0%
Ishares Future AI & Tech ETF(ARTY)ETF46435U556$7.6K1570.0%
Heico Corp New CL A(HEI/A)Stock422806208$7.6K300.0%
Trueshares Technology, AI & Deep Learning ETF(LRNZ)ETF210322756$7.6K1600.0%
The Cigna Group COM(CI)Stock125523100$7.7K280.0%
Royalty Pharma PLC SHS Class A(RPRX)StockG7709Q104$7.7K2000.0%
Ishares Broad USD Investment Grade Corporate Bond ETF(USIG)ETF464288620$7.8K1500.0%
Crispr Therapeutics AG Namen AKT(CRSP)StockH17182108$7.9K1500.0%
RED CAT Hldgs Inc COM(RCAT)Stock75644T100$7.9K1,0000.0%
Magnolia Oil & Gas Corp CL A(MGY)Stock559663109$8.0K3640.0%
Acushnet Hldgs Corp COM(GOLF)Stock005098108$8.0K1000.0%
US Foods Hldg Corp COM(USFD)Stock912008109$8.0K1060.0%
RBC Bearings Inc COM(RBC)Stock75524B104$8.1K180.0%
Hancock John Finl Opptys FD SH BEN INT New(BTO)CEF409735206$8.1K2310.0%
Vaneck Intermediate Muni ETF(ITM)ETF92189H201$8.2K1730.0%
Icon PLC SHS(ICLR)StockG4705A100$8.2K450.0%
Defiance Quantum ETF(QTUM)ETF26922A420$8.2K750.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$8.2K3940.0%
Check Point Software Tech LTD ORD(CHKP)StockM22465104$8.4K450.0%
U.S. Global Jets ETF(JETS)ETF26922A842$8.4K3000.0%
Progressive Corp COM(PGR)Stock743315103$8.4K370.0%
Beta Technologies Inc COM SHS CL A(BETA)Stock086921103$8.5K3000.0%
BJS Whsl Club Hldgs Inc COM(BJ)Stock05550J101$8.5K940.0%
Global X Lithium & Battery Tech ETF(LIT)ETF37954Y855$8.5K1310.0%
Manhattan Associates Inc COM(MANH)Stock562750109$8.5K490.0%
CSX Corp COM(CSX)Stock126408103$8.7K2390.0%
Entergy Corp New COM(ETR)Stock29364G103$8.7K940.0%
CRH PLC ORD(CRH)StockG25508105$9.0K720.0%
Xylem Inc COM(XYL)Stock98419M100$9.0K660.0%
Angel Studios Inc CL A COM(ANGX)Stock034948109$9.0K1,9340.0%
PreviousPage 14 of 32Next