StockDriftsStockDriftsTop 50 Bogart Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP COM | 7.96% | 1.22M | $206.3M | -12.21%(-169.14K) | $68.65(+120.78%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 5.78% | 250.8K | $149.9M | +1.79%(+4.42K) | $362.01(+88.51%) | 2026-03-31 | |
| ACWI | ISHARES MSCI ACWI ETF | 5.51% | 1.03M | $142.8M | +13.39%(+121.83K) | $102.19(+52.53%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 4.39% | 1.55M | $113.8M | -4.19%(-67.56K) | $75.84(-3.50%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 3.94% | 2.40M | $102.0M | +0.80%(+19.03K) | $33.87(+41.13%) | 2026-03-31 | |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | 3.74% | 2.06M | $96.9M | +3.56%(+70.92K) | $46.54(+0.27%) | 2026-03-31 | |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 3.56% | 1.22M | $92.3M | +1.23%(+14.82K) | $62.73(+28.35%) | 2026-03-31 | |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | 3.44% | 2.29M | $89.1M | +2.03%(+45.48K) | $38.19(+11.89%) | 2026-03-31 | |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 2.85% | 1.57M | $73.9M | +3.95%(+59.75K) | $46.84(-0.15%) | 2026-03-31 | |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 2.74% | 1.86M | $71.1M | +0.18%(+3.25K) | $30.07(+37.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.08% | +33.40% |
| Top 20 Holdings Unweighted | +10.87% | +36.29% |
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