Bogart Wealth, LLC Purchases in Q4 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
262K
+ 189.37%
$198.04 - $221.51 $51.9M - $58M
400K $84.3M
UITB
Usaa ETF Tr Core Intermediate

ETFs
474K
+ 36.86%
$45.83 - $48.07 $21.7M - $22.8M
1.76M $80.9M
TFC
Truist Financial Corp

Financial Services
164K
+ 97.91%
$41.51 - $48.1 $6.81M - $7.89M
332K $14.4M
VZ
Verizon Communications Inc

Communication Services
168K
+ 961.28%
$39.6 - $45.21 $6.66M - $7.61M
186K $7.43M
PODD
Insulet Corp

Healthcare
23.6K
New
$227.79 - $275.7 $5.38M - $6.52M
23.6K $6.17M
SNPS
Synopsys Inc

Technology
12.6K
New
$485.36 - $588.0 $6.13M - $7.42M
12.6K $6.13M
GOOGL
Alphabet Inc.

Communication Services
15.6K
+ 14.15%
$161.86 - $196.66 $2.53M - $3.07M
126K $23.9M
AMZN
Amazon Com Inc

Consumer Cyclical
1.15K
+ 1.42%
$180.88 - $232.93 $209K - $269K
82.5K $18.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
431
+ 0.18%
$521.84 - $558.82 $225K - $241K
243K $131M
V
Visa Inc.

Financial Services
1.6K
+ 2.76%
$273.87 - $320.91 $438K - $513K
59.5K $18.8M
PFE
Pfizer Inc

Healthcare
127K
+ 52.76%
$24.8 - $30.19 $3.14M - $3.82M
366K $9.72M
EW
Edwards Lifesciences Corp

Healthcare
25.7K
+ 38.23%
$64.54 - $75.92 $1.66M - $1.95M
92.8K $6.87M
RECS
Columbia ETF Tr I

ETFs
63.7K
+ 59.32%
$33.61 - $36.42 $2.14M - $2.32M
171K $5.92M
GD
General Dynamics Corp

Industrials
9.76K
+ 48.93%
$260.28 - $314.03 $2.54M - $3.06M
29.7K $7.83M
HDV
Ishares Core High Dividend ETF

ETFs
15.6K
New
$110.82 - $121.28 $1.73M - $1.9M
15.6K $1.75M
NVDA
Nvidia Corp

Technology
783
+ 0.65%
$117.0 - $148.88 $91.6K - $117K
121K $16.3M
MA
Mastercard Inc

Financial Services
841
+ 4.53%
$491.3 - $536.15 $413K - $451K
19.4K $10.2M
MSFT
Microsoft Corp

Technology
3.63K
+ 5.86%
$406.35 - $454.46 $1.48M - $1.65M
65.5K $27.6M
PANW
Palo Alto Networks Inc

Technology
37.8K
+ 102.34%
$181.96 - $405.9 $6.88M - $15.3M
74.7K $13.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
369K
+ 299.67%
$25.93 - $105.3 $9.57M - $38.9M
492K $13.7M
META
Meta Platforms, Inc.

Communication Services
690
+ 2.87%
$554.08 - $632.68 $382K - $437K
24.7K $14.6M
COST
Costco Wholesale Corp

Consumer Defensive
456
+ 4.33%
$873.59 - $994.69 $398K - $454K
11K $10.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
388
+ 1.73%
$481.22 - $538.17 $187K - $209K
22.8K $11.7M
JCPB
J P Morgan Exchange Traded Fd

ETFs
56.3K
+ 6.33%
$46.07 - $48.17 $2.59M - $2.71M
946K $43.6M
SPGI
S&P Global Inc.

Financial Services
1.37K
+ 8.06%
$480.36 - $529.17 $658K - $725K
18.4K $9.15M
PHM
Pultegroup Inc

Consumer Cyclical
17.9K
+ 39.03%
$108.86 - $149.04 $1.95M - $2.67M
63.7K $6.94M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.15K
+ 17.63%
$124.61 - $133.96 $268K - $288K
14.3K $1.85M
AOR
Ishares Tr Core Growth Allocat

ETFs
4.58K
New
$57.32 - $59.66 $263K - $273K
4.58K $262K
VUG
Vanguard Growth ETF

ETFs
495
+ 23.88%
$378.79 - $428.11 $188K - $212K
2.57K $1.05M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.3K
+ 429.07%
$26.93 - $84.95 $465K - $1.47M
21.3K $581K
MRK
Merck & Co., Inc.

Healthcare
10.8K
+ 18.21%
$96.31 - $114.76 $1.04M - $1.24M
70.3K $6.99M
ET
Energy Transfer LP

Energy
7.84K
+ 32.79%
$16.05 - $19.86 $126K - $156K
31.8K $622K
NICE
Nice Ltd.

Technology
1.99K
+ 5.99%
$164.71 - $199.17 $327K - $395K
35.1K $5.97M
PLTR
Palantir Technologies Inc.

Technology
1.74K
+ 118.11%
$36.46 - $82.38 $63.3K - $143K
3.2K $242K
VRT
Vertiv Holdings CO

Industrials
2.12K
New
N/A
2.12K $184K
VTI
Vanguard Total Stock Market Et

ETFs
85
+ 0.43%
$280.04 - $302.45 $23.8K - $25.7K
19.9K $5.78M
BA
Boeing CO

Industrials
601
+ 47.14%
$138.14 - $180.72 $83K - $109K
1.88K $332K
SPY
Spdr S&P 500 ETF Trust

ETFs
218
+ 27.01%
$567.81 - $607.81 $124K - $133K
1.03K $600K
ARLP
Alliance Resource Partners LP

Energy
4.85K
New
$24.84 - $28.58 $120K - $138K
4.85K $127K
FAS
Direxion Daily Financial Bull

ETFs
800
New
$126.08 - $182.0 $101K - $146K
800 $120K
MSI
Motorola Solutions, Inc.

Technology
248
+ 59.19%
$449.08 - $504.6 $111K - $125K
667 $308K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.25K
New
$20.28 - $21.2 $106K - $111K
5.25K $106K
DIS
Walt Disney CO

Communication Services
498
+ 20.77%
$92.39 - $117.6 $46K - $58.6K
2.9K $322K
CRWD
Crowd Strike Holdings, Inc.

Technology
159
+ 27.37%
$275.15 - $388.2 $43.7K - $61.7K
740 $253K
IVW
Ishares S&P 500 Growth ETF

ETFs
391
+ 4.51%
$94.43 - $105.47 $36.9K - $41.2K
9.07K $920K
HUBB
Hubbell Inc

Industrials
200
+ 93.9%
$418.89 - $472.12 $83.8K - $94.4K
413 $173K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
278
+ 12.67%
$47.29 - $84.74 $13.1K - $23.6K
2.47K $184K
KO
Coca Cola CO

Consumer Defensive
14.9K
+ 16.72%
$61.74 - $71.71 $921K - $1.07M
104K $6.49M
XLV
Select Sector Spdr Fund Health

ETFs
506
+ 176.92%
$136.28 - $154.74 $69K - $78.3K
792 $108K
Activity Summary
Buys All Purchases 656 New Holdings 255 Increased Positions 401 Sells All Sells 147 Reductions 145 Sold out 2 Options Calls 7 Puts 0
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