Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2009 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
EXXON MOBIL CORP COM | 28 | Q3 2023 | 16.4% |
VANGUARD S&P 500 ETF | 28 | Q3 2023 | 16.2% |
ISHARES MSCI ACWI INDEX FUND | 28 | Q3 2023 | 17.3% |
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 28 | Q3 2023 | 8.8% |
VANGUARD FTSE EMERGING MARKETS ETF | 28 | Q3 2023 | 9.4% |
LOCKHEED MARTIN CORP COM | 28 | Q3 2023 | 2.0% |
VERIZON COMMUNICATIONS INC COM | 28 | Q3 2023 | 2.3% |
ABBVIE INC COM | 28 | Q3 2023 | 1.6% |
CHEVRON CORP NEW COM | 28 | Q3 2023 | 1.7% |
DUKE ENERGY CORP NEW COM NEW | 28 | Q3 2023 | 1.6% |
View Bogart Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
13F-HR | 2024-02-07 |
13F-HR | 2023-10-30 |
13F-HR | 2023-07-31 |
13F-HR | 2023-04-21 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-03 |
13F-HR | 2022-07-22 |
13F-HR | 2022-04-22 |
13F-HR | 2022-01-19 |
View Bogart Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.