Bogart Wealth, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Bogart Wealth, LLC reported 1,445 stock positions worth $2.3 billion. Its top holding was Exxon Mobil (XOM) at 6.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.0%) and iShares MSCI Acwi ETF (ACWI, 5.1%). Compared with Q1 2025, it opened 150 new positions, sold out of 102, added to 508 and reduced 258. The biggest buy was JPMorgan Int Res Enh Eqty (JIRE, shares +108%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001715740
- Portfolio Value
- $2.3B (Q2 2025)
- SEC Filing
- 0001715740-25-000008 ↗ filed Jul 30, 2025
Holdings Value
Holdings 1,445 stocks · $2.3B
| XOM Exxon Mobil Corp. | 6.44% | 1,398,367 | $150.7M | Add +6.1% |
| VOO Vanguard S&P 500 ETF | 6.01% | 247,585 | $140.6M | Add +1.7% |
| ACWI iShares MSCI Acwi ETF | 5.09% | 925,215 | $119.0M | Add +35.1% |
| JIRE JPMorgan Int Res Enh Eqty | 4.90% | 1,621,384 | $114.7M | Add +107.5% |
| BND Vanguard Total Bond Market | 4.75% | 1,508,973 | $111.1M | Add +2.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 4.03% | 2,387,880 | $94.3M | Add +2.6% |
| UITB Victoryshares Core Intermedi | 3.77% | 1,874,284 | $88.2M | Add +4.0% |
| QUAL iShares MSCI USA Quality Fac | 3.23% | 412,892 | $75.5M | Reduce -30.9% |
| JCPB JPMorgan Core Plus Bond ETF | 2.85% | 1,416,196 | $66.6M | Add +2.5% |
| QQQM Invesco Nasdaq 100 ETF | 2.61% | 268,563 | $61.0M | Reduce -33.5% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 2.51% | 1,780,920 | $58.8M | Add +1.2% |
| XLG Invesco S&P 500 Top 50 ETF | 2.42% | 1,084,518 | $56.5M | Add +3.9% |
| VXUS Vanguard Total Intl Stock | 2.15% | 728,335 | $50.3M | Reduce -0.2% |
| IEF iShares 7-10 Year Treasury B | 1.94% | 473,594 | $45.4M | Add +2.9% |
| FLQM Franklin U.S. Mid Cap Multif | 1.72% | 740,023 | $40.2M | Add +3.8% |
| MSFT Microsoft Corp. | 1.29% | 60,810 | $30.2M | Reduce -14.4% |
| AAPL Apple Inc. | 1.28% | 146,148 | $30.0M | Add +15.5% |
| NVDA Nvidia Corp. | 1.25% | 184,870 | $29.2M | Reduce -1.3% |
| ICSH iShares Ultra Short Duration | 1.17% | 538,689 | $27.3M | Add +35223.9% |
| GOOGL Alphabet Inc. Class A | 1.05% | 139,498 | $24.6M | Add +10.3% |
| V Visa Inc. Class A | 0.85% | 55,885 | $19.8M | Add +2.2% |
| AMZN Amazon.com Inc. | 0.81% | 86,695 | $19.0M | Add +4.1% |
| SCHG Schwab US Large-Cap Growth | 0.77% | 617,997 | $18.1M | Add +1.9% |
| JAAA Janus Henderson Aaa Clo ETF | 0.76% | 352,191 | $17.9M | Reduce -48.7% |
| BLK BlackRock Inc. | 0.72% | 15,985 | $16.8M | Add +2.1% |
| NFLX Netflix Inc. | 0.70% | 12,165 | $16.3M | Reduce -20.6% |
| CME Cme Group Inc. | 0.69% | 58,669 | $16.2M | Add +1.8% |
| META Meta Platforms Inc. Class A | 0.68% | 21,560 | $15.9M | Add +4.7% |
| TFC Truist Financial Corp. | 0.65% | 351,014 | $15.1M | Add +4.0% |
| PANW Palo Alto Networks Inc. | 0.64% | 72,711 | $14.9M | Add +3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.63% | 49,772 | $14.7M | Add +0.4% |
| MELI MercadoLibre Inc. | 0.61% | 5,492 | $14.4M | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.60% | 203,105 | $14.1M | Add +1.0% |
| PCAR Paccar Inc. | 0.59% | 146,203 | $13.9M | Add +3.8% |
| SPGI S&P Global Inc. | 0.59% | 26,175 | $13.8M | Add +4.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 24,493 | $13.5M | Add +0.3% |
| CRM Salesforce Inc. | 0.57% | 48,634 | $13.3M | Add +4.6% |
| AMT American Tower Corp. | 0.54% | 57,563 | $12.7M | Add +54.6% |
| SCHV Schwab US Large-Cap Value | 0.54% | 458,382 | $12.7M | Add +1.5% |
| KMI Kinder Morgan Inc. | 0.53% | 422,080 | $12.4M | Add +2.8% |
| AMAT Applied Materials Inc. | 0.53% | 67,731 | $12.4M | Add +16.2% |
| CVX Chevron Corp. | 0.53% | 86,435 | $12.4M | Add +5.1% |
| LMT Lockheed Martin Corp. | 0.53% | 26,690 | $12.4M | Add +1.6% |
| DLR Digital Realty Trust Inc. | 0.52% | 70,169 | $12.2M | Add +2.0% |
| PNC PNC Financial Services Group | 0.52% | 65,501 | $12.2M | Add +2.5% |
| VZ Verizon Communications Inc. | 0.52% | 281,372 | $12.2M | Add +45.8% |
| DUK Duke Energy Corp. | 0.51% | 100,889 | $11.9M | Add +1.9% |
| COST Costco Wholesale Corp. | 0.49% | 11,683 | $11.6M | Add +2.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.48% | 25,407 | $11.3M | Add +32.6% |
| MA Mastercard Inc. Class A | 0.48% | 20,059 | $11.3M | Add +2.2% |
| PRU Prudential Financial Inc. | 0.48% | 104,491 | $11.2M | Add +4.0% |
| PG The Procter & Gamble Co. | 0.47% | 68,413 | $10.9M | Add +2.7% |
| PODD Insulet Corp. | 0.46% | 34,165 | $10.7M | Reduce -12.0% |
| AVGO Broadcom Inc. | 0.44% | 37,076 | $10.2M | Reduce -51.6% |
| JPM JPMorgan Chase & Co. | 0.43% | 34,896 | $10.1M | Reduce -7.7% |
| EMR Emerson Electric Co. | 0.43% | 75,697 | $10.1M | Add +14.1% |
| PFE Pfizer Inc. | 0.43% | 411,159 | $10.0M | Add +6.0% |
| HD Home Depot Inc. | 0.42% | 26,518 | $9.7M | Add +19.0% |
| WMT Walmart Inc. | 0.40% | 96,191 | $9.4M | Add +0.8% |
| GD General Dynamics Corp. | 0.38% | 30,655 | $8.9M | Add +1.4% |
| T AT&T Inc. | 0.37% | 300,702 | $8.7M | Add +1.4% |
| UBER Uber Technologies Inc. | 0.37% | 91,699 | $8.6M | Add +0.2% |
| ADP Automatic Data Processing | 0.36% | 27,165 | $8.4M | Add +0.3% |
| JNJ Johnson & Johnson | 0.35% | 53,628 | $8.2M | Add +817.7% |
| ORI Old Republic Intl Corp. | 0.35% | 211,175 | $8.1M | Add +1.1% |
| WMB Williams Cos Inc. | 0.34% | 128,001 | $8.0M | Add +2.3% |
| SHOP Shopify Inc. Class A | 0.34% | 68,942 | $8.0M | Add +4.6% |
| GS Goldman Sachs Group Inc. | 0.34% | 11,148 | $7.9M | Reduce -17.3% |
| TGT Target Corp. | 0.33% | 78,734 | $7.8M | Add +8222.8% |
| D Dominion Energy Inc. | 0.33% | 136,431 | $7.7M | Add +3442.7% |
| GILD Gilead Sciences Inc. | 0.33% | 69,250 | $7.7M | Add +2.7% |
| SPG Simon Property Group Inc. | 0.33% | 47,446 | $7.6M | Add +14.9% |
| MDT Medtronic PLC | 0.33% | 87,451 | $7.6M | Add +7604.9% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.32% | 229,519 | $7.5M | Add +3.6% |
| ROP Roper Technologies Inc. | 0.32% | 13,181 | $7.5M | Add +1.3% |
| MDLZ Mondelez International Inc. Class A | 0.32% | 109,613 | $7.4M | Add +2.8% |
| PHM Pultegroup Inc. | 0.31% | 68,685 | $7.2M | Add +5.1% |
| RECS Columbia Resear Enh Cor ETF | 0.31% | 196,458 | $7.2M | Add +7.8% |
| SCHF Schwab Intl Equity ETF | 0.31% | 326,770 | $7.2M | Add +0.9% |
| PWR Quanta Services Inc. | 0.31% | 18,974 | $7.2M | Reduce -24.9% |
| ISRG Intuitive Surgical Inc. | 0.30% | 13,110 | $7.1M | Add +4.7% |
| LLY Eli Lilly & Co. | 0.30% | 9,116 | $7.1M | Add +1775.7% |
| BSX Boston Scientific Corp. | 0.30% | 65,991 | $7.1M | Add +4.9% |
| SNPS Synopsys Inc. | 0.30% | 13,631 | $7.0M | Add +4.8% |
| ADI Analog Devices Inc. | 0.29% | 28,314 | $6.7M | Add +2.4% |
| LEN Lennar Corp. Class A | 0.28% | 58,698 | $6.5M | Add +4.3% |
| ZTS Zoetis Inc. | 0.28% | 41,589 | $6.5M | Add +14.5% |
| MET Metlife Inc. | 0.28% | 80,601 | $6.5M | Add +1.6% |
| AMGN Amgen Inc. | 0.25% | 21,310 | $5.9M | Add +2.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.25% | 251,375 | $5.8M | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 17,370 | $5.3M | Reduce -1.8% |
| RSG Republic Services Inc. | 0.21% | 19,684 | $4.9M | Reduce -63.3% |
| KO The Coca-Cola Co. | 0.19% | 63,831 | $4.5M | Reduce -1.0% |
| SYK Stryker Corp. | 0.19% | 11,292 | $4.5M | Add +1.1% |
| KLAC KLA Corp. | 0.19% | 4,914 | $4.4M | Reduce -18.9% |
| AME Ametek Inc. | 0.18% | 22,667 | $4.1M | Add +2.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.17% | 132,759 | $4.0M | Reduce -0.0% |
| XEL Xcel Energy Inc. | 0.17% | 58,200 | $4.0M | Reduce -16.9% |
| GRID First TRST Nasd Class Edg Sgiif | 0.16% | 27,569 | $3.8M | Add +7.2% |
| ACN Accenture PLC Class A | 0.16% | 12,789 | $3.8M | Add +2686.3% |
Options reported separately and not counted above: SPDR GOLD TR calls ($1.4M), TESLA INC calls ($127K), ADVANCED MICRO DEVICES INC calls ($71K), SOFI TECHNOLOGIES INC calls ($18K), HALLIBURTON CO calls ($10K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $228 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 11 | $228 | No change |
Lines left out (1) · $1 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| AVUV Avantis US Small Cap Value | US SML CP VALU | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $2.3B.
Portfolio Sells Q1 2025 → Q2 2025
| QUAL iShares MSCI USA Quality Fac | Reduce -30.9% | 3.23% | −1.59 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -33.5% | 2.61% | −1.07 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -48.7% | 0.76% | −0.88 |
| DOW Dow Inc. | Reduce -98.3% | 0.01% | −0.49 |
| CAT Caterpillar Inc. | Reduce -93.3% | 0.03% | −0.42 |
| RSG Republic Services Inc. | Reduce -63.3% | 0.21% | −0.41 |
| DHR Danaher Corp. | Reduce -98.4% | 0.00% | −0.29 |
| UNH Unitedhealth Group Inc. | Reduce -93.7% | 0.01% | −0.21 |
| TXN Texas Instruments Inc. | Reduce -95.9% | 0.01% | −0.18 |
| AVGO Broadcom Inc. | Reduce -51.6% | 0.44% | −0.17 |
| PSCI Invesco S&P Smallcap Industr | Sold out | 0.00% | −0.10 |
| SMH Vaneck Semiconductor ETF | Reduce -99.0% | 0.00% | −0.10 |
| XEL Xcel Energy Inc. | Reduce -16.9% | 0.17% | −0.06 |
| HDV iShares Core High Dividend E | Reduce -76.4% | 0.01% | −0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.9% | 0.25% | −0.03 |
| KO The Coca-Cola Co. | Reduce -1.0% | 0.19% | −0.02 |
| PODD Insulet Corp. | Reduce -12.0% | 0.46% | −0.02 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -53.9% | 0.01% | −0.02 |
| FLCB Franklin U.S. Core Bond ETF | Reduce -1.7% | 0.16% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.3% | 0.04% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -46.7% | 0.02% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -19.9% | 0.06% | −0.02 |
| EAGG iShares ESG Aware US Aggrega | Reduce -3.9% | 0.08% | −0.01 |
| MO Altria Group Inc. | Reduce -0.4% | 0.08% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -54.7% | 0.01% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -17.3% | 0.34% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -50.4% | 0.01% | −0.01 |
| ABBV Abbvie Inc. | Reduce -4.5% | 0.03% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -8.4% | 0.05% | −0.01 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -51.3% | 0.01% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -35.7% | 0.01% | −0.01 |
| KLAC KLA Corp. | Reduce -18.9% | 0.19% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -7.7% | 0.43% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -10.0% | 0.01% | −0.00 |
| PFF iShares Preferred & Income S | Reduce -75.0% | 0.00% | −0.00 |
| CL Colgate-Palmolive Co. | Reduce -0.2% | 0.03% | −0.00 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -99.9% | 0.00% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.8% | 0.23% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -2.0% | 0.04% | −0.00 |
| EW Edwards Lifesciences Corp. | Reduce -97.2% | 0.00% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -49.7% | 0.00% | −0.00 |
| DGRO iShares Core Dividend Growth | Reduce -29.2% | 0.01% | −0.00 |
| ADBE Adobe Inc. | Reduce -1.6% | 0.03% | −0.00 |
| SCYB Schwab High Yield Bond ETF | Reduce -1.0% | 0.03% | −0.00 |
| GTO Invesco Total Return Bond Et | Reduce -10.6% | 0.01% | −0.00 |
| DG Dollar General Corp. | Reduce -92.9% | 0.00% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -60.4% | 0.00% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -8.6% | 0.02% | −0.00 |
| TMUS T-Mobile US Inc. | Reduce -9.6% | 0.01% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.2% | 0.02% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| JIRE JPMorgan Int Res Enh Eqty | Add +107.5% | 4.90% | +2.55 |
| ACWI iShares MSCI Acwi ETF | Add +35.1% | 5.09% | +1.32 |
| ICSH iShares Ultra Short Duration | Add +35223.9% | 1.17% | +1.16 |
| TGT Target Corp. | Add +8222.8% | 0.33% | +0.33 |
| MDT Medtronic PLC | Add +7604.9% | 0.33% | +0.32 |
| D Dominion Energy Inc. | Add +3442.7% | 0.33% | +0.32 |
| JNJ Johnson & Johnson | Add +817.7% | 0.35% | +0.30 |
| LLY Eli Lilly & Co. | Add +1775.7% | 0.30% | +0.28 |
| AMT American Tower Corp. | Add +54.6% | 0.54% | +0.16 |
| ACN Accenture PLC Class A | Add +2686.3% | 0.16% | +0.16 |
| XLG Invesco S&P 500 Top 50 ETF | Add +3.9% | 2.42% | +0.15 |
| AMAT Applied Materials Inc. | Add +16.2% | 0.53% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +10.3% | 1.05% | +0.13 |
| META Meta Platforms Inc. Class A | Add +4.7% | 0.68% | +0.12 |
| CGDV Cap Group Dividend Value | Add +2.6% | 4.03% | +0.11 |
| RSPU Invesco S&P 500 Equal Weight | Add +15253.8% | 0.11% | +0.11 |
| MELI MercadoLibre Inc. | Add +0.3% | 0.61% | +0.11 |
| VZ Verizon Communications Inc. | Add +45.8% | 0.52% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +1.7% | 6.01% | +0.11 |
| EMR Emerson Electric Co. | Add +14.1% | 0.43% | +0.09 |
| PANW Palo Alto Networks Inc. | Add +3.5% | 0.64% | +0.07 |
| AMZN Amazon.com Inc. | Add +4.1% | 0.81% | +0.07 |
| DLR Digital Realty Trust Inc. | Add +2.0% | 0.52% | +0.06 |
| SCHG Schwab US Large-Cap Growth | Add +1.9% | 0.77% | +0.05 |
| UBER Uber Technologies Inc. | Add +0.2% | 0.37% | +0.05 |
| IBM Intl Business Machines Corp. | Add +0.4% | 0.63% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +32.6% | 0.48% | +0.04 |
| SHOP Shopify Inc. Class A | Add +4.6% | 0.34% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 0.58% | +0.04 |
| SNPS Synopsys Inc. | Add +4.8% | 0.30% | +0.04 |
| ORCL Oracle Corp. | Add +0.4% | 0.11% | +0.03 |
| HD Home Depot Inc. | Add +19.0% | 0.42% | +0.03 |
| GRID First TRST Nasd Class Edg Sgiif | Add +7.2% | 0.16% | +0.03 |
| ADI Analog Devices Inc. | Add +2.4% | 0.29% | +0.02 |
| RECS Columbia Resear Enh Cor ETF | Add +7.8% | 0.31% | +0.02 |
| BLK BlackRock Inc. | Add +2.1% | 0.72% | +0.02 |
| HAL Halliburton Co. | Add +5084.8% | 0.02% | +0.02 |
| CSCO Cisco Systems Inc. | Add +1.0% | 0.60% | +0.02 |
| OXY Occidental Petroleum Corp. | Add +52733.3% | 0.01% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +5.8% | 0.12% | +0.01 |
| VCRB Vanguard Core Bond ETF | Add +19.1% | 0.16% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +4.7% | 0.30% | +0.01 |
| TSLA Tesla Inc. | Add +21.4% | 0.04% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +107.4% | 0.02% | +0.01 |
| EWX State Street SPDR S&P Emergi | Add +6.9% | 0.16% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +46.3% | 0.03% | +0.01 |
| URI United Rentals Inc. | Add +2091.7% | 0.01% | +0.01 |
| QCOM Qualcomm Inc. | Add +161.6% | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +160.2% | 0.01% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +44.7% | 0.04% | +0.01 |
Options Activity Q1 2025 → Q2 2025
| SPDR GOLD TR | call | Add +50.0% | 4,500 | $1.4M |
| STATE STR SPDR S&P 500 ETF T | call | Sold out | 400 | $224Kbefore exit |
| DEVON ENERGY CORP NEW | call | Sold out | 500 | $19Kbefore exit |
| PATTERSON-UTI ENERGY INC | call | Sold out | 1,500 | $12Kbefore exit |
| HELMERICH & PAYNE INC | call | Sold out | 400 | $10Kbefore exit |
| BATH & BODY WORKS INC | call | Sold out | 0 | $0before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2025 → Q2 2025
| AVUV Avantis US Small Cap Value | US SML CP VALU | Reduce -100.0% | 0 | $1 |
| BUG Global X Cybersecurity ETF | CYBRSCURTY ETF | Sold out | 0 | $0before exit |
| KSS Kohls Corp. | COM | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,000 | $2.9B | VOO, ACWI, XOM, CGDV, BND |
| Q1 2026 | 1,812 | $2.6B | XOM, VOO, ACWI, BND, CGDV |
| Q4 2025 | 1,573 | $2.5B | XOM, VOO, ACWI, BND, CGDV |
| Q3 2025 | 1,524 | $2.5B | XOM, VOO, ACWI, JIRE, BND |
| Q2 2025 | 1,445 | $2.3B | XOM, VOO, ACWI, JIRE, BND |
| Q1 2025 | 1,395 | $2.1B | XOM, VOO, BND, QUAL, UITB |
| Q4 2024 | 1,333 | $2.1B | XOM, VOO, QUAL, BND, QQQM |
| Q3 2024 | 1,128 | $2.1B | XOM, VOO, QUAL, BND, ACWI |
| Q2 2024 | 1,113 | $2.0B | XOM, BND, VOO, QUAL, IEF |
| Q1 2024 | 1,072 | $1.9B | XOM, VOO, BND, QUAL, IQLT |