Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOGART WEALTH LLC | 04-25-2024 | 03-31-2024 | 1086 | 1,943,883,366 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF | ETF | 101 | $2,715,583 | 14,864 | 0.00 | 0.00 | 733 | 5.19 | 03-31-2024 |
| INVESCO WATER RESOURCES ETF | ETF | 102 | $2,579,309 | 38,746 | 0.00 | 0.00 | 5,015 | 14.87 | 03-31-2024 |
| ALTRIA GROUP INC COM | Stock | 103 | $2,285,476 | 52,395 | 0.00 | 0.00 | -3,507 | -6.27 | 03-31-2024 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 104 | $2,105,834 | 6,248 | 0.00 | 0.00 | 72 | 1.17 | 03-31-2024 |
