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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW COM | Stock | 51 | $8,931,038 | 12,190 | 0.00 | 0.00 | 1,197 | 10.89 | 03-31-2024 |
| JPMORGAN CHASE & CO COM | Stock | 52 | $8,919,078 | 44,529 | 0.00 | 0.00 | 5,958 | 15.45 | 03-31-2024 |
| GENERAL DYNAMICS CORP COM | Stock | 53 | $8,909,886 | 31,541 | 0.00 | 0.00 | 960 | 3.14 | 03-31-2024 |
| WALMART INC COM | Stock | 54 | $8,850,501 | 147,092 | 0.00 | 0.00 | 102,172 | 227.45 | 03-31-2024 |
