| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP COM | 31 | Q2 2024 | 16.4% |
| VANGUARD S&P 500 ETF | 31 | Q2 2024 | 16.2% |
| ISHARES MSCI ACWI INDEX FUND | 31 | Q2 2024 | 17.3% |
| SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 31 | Q2 2024 | 8.8% |
| VANGUARD FTSE EMERGING MARKETS ETF | 31 | Q2 2024 | 9.4% |
| LOCKHEED MARTIN CORP COM | 31 | Q2 2024 | 2.0% |
| APPLE INC COM | 31 | Q2 2024 | 1.4% |
| CHEVRON CORP NEW COM | 31 | Q2 2024 | 1.7% |
| DUKE ENERGY CORP NEW COM NEW | 31 | Q2 2024 | 1.6% |
| ABBVIE INC COM | 31 | Q2 2024 | 1.6% |
View Bogart Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-07-31 |
| 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 |
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.