Bogart Wealth, LLC Purchases in Q3 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.01M
+ 9522.23%
$50.52 - $50.95 $51.1M - $51.6M
1.02M $52M
FNDE
Schwab Fundamental Emerging Mk

ETFs
891K
+ 92.97%
$28.02 - $32.68 $25M - $29.1M
1.85M $59.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
123K
+ 803.76%
$178.94 - $207.0 $22M - $25.5M
138K $27.8M
AMT
American Tower Corp

Real Estate
30K
+ 249900.0%
$192.27 - $242.73 $5.77M - $7.28M
30K $6.98M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
57.6K
+ 8.81%
$50.64 - $55.7 $2.92M - $3.21M
711K $39.6M
NICE
Nice Ltd.

Technology
33.2K
New
$154.95 - $184.96 $5.14M - $6.13M
33.2K $5.76M
ACWI
Ishares Msci Acwi ETF

ETFs
4.51K
+ 0.65%
$107.24 - $119.84 $483K - $540K
698K $83.5M
GOOGL
Alphabet Inc.

Communication Services
39K
+ 54.55%
$148.65 - $191.18 $5.79M - $7.45M
110K $18.3M
DGRO
Ishares Core Dividend Growth E

ETFs
11K
+ 1.32%
$57.47 - $62.76 $632K - $690K
846K $53.1M
CGDV
Capital Group Divid Value ETF

ETFs
13.4K
+ 1.1%
$32.96 - $36.48 $443K - $490K
1.24M $45.1M
PWR
Quanta Services, Inc.

Industrials
14.6K
+ 486600.0%
$239.58 - $298.23 $3.5M - $4.35M
14.6K $4.35M
ROST
Ross Stores, Inc.

Consumer Cyclical
27.2K
+ 18242.95%
$136.06 - $155.24 $3.7M - $4.22M
27.3K $4.11M
AVGO
Broadcom Inc.

Technology
84.4K
+ 1148.26%
$136.27 - $1745.86 $11.5M - $147M
91.7K $15.8M
XOM
Exxon Mobil Corp

Energy
10.4K
+ 0.83%
$109.72 - $119.0 $1.14M - $1.24M
1.27M $149M
RECS
Columbia ETF Tr I

ETFs
107K
New
$30.74 - $33.91 $3.3M - $3.64M
107K $3.64M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
14.9K
+ 2.06%
$60.25 - $66.85 $898K - $997K
740K $48.8M
UITB
Usaa ETF Tr Core Intermediate

ETFs
19.8K
+ 1.57%
$45.71 - $48.29 $907K - $958K
1.29M $61.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
11.9K
+ 3.1%
$94.31 - $103.26 $1.12M - $1.23M
397K $40.7M
PHM
Pultegroup Inc

Consumer Cyclical
14.1K
+ 44.6%
$103.95 - $144.98 $1.47M - $2.05M
45.8K $6.57M
JCPB
J P Morgan Exchange Traded Fd

ETFs
29.9K
+ 3.47%
$45.87 - $48.53 $1.37M - $1.45M
890K $42.9M
CME
Cme Group Inc.

Financial Services
6.33K
+ 10.74%
$193.43 - $220.62 $1.22M - $1.4M
65.3K $14.4M
PCAR
Paccar Inc

Industrials
24.9K
+ 21.66%
$91.64 - $109.98 $2.29M - $2.74M
140K $13.8M
META
Meta Platforms, Inc.

Communication Services
128
+ 0.54%
$453.41 - $572.44 $58K - $73.3K
24K $13.7M
EMR
Emerson Electric CO

Industrials
13K
+ 19.5%
$98.19 - $118.87 $1.27M - $1.54M
79.5K $8.69M
PEP
Pepsico Inc

Consumer Defensive
6.11K
+ 10.36%
$161.9 - $179.3 $989K - $1.1M
65.1K $11.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.72K
+ 2.55%
$73.43 - $80.37 $273K - $299K
150K $12M
CSCO
Cisco Systems, Inc.

Technology
195
+ 0.1%
$44.74 - $53.22 $8.72K - $10.4K
202K $10.7M
MA
Mastercard Inc

Financial Services
275
+ 1.51%
$429.6 - $500.99 $118K - $138K
18.5K $9.16M
ADP
Automatic Data Processing Inc

Industrials
150
+ 0.56%
$233.44 - $279.45 $35K - $41.9K
27.1K $7.49M
DHR
Danaher Corp

Healthcare
440
+ 1.32%
$239.25 - $280.76 $105K - $124K
33.8K $9.39M
V
Visa Inc.

Financial Services
1.2K
+ 2.11%
$253.74 - $291.56 $303K - $349K
57.9K $15.9M
MET
Metlife Inc

Financial Services
261
+ 0.32%
$67.96 - $82.48 $17.7K - $21.5K
80.8K $6.67M
CRM
Salesforce, Inc.

Technology
707
+ 1.54%
$238.42 - $276.53 $169K - $196K
46.7K $12.8M
CVX
Chevron Corp

Energy
10K
+ 15.15%
$137.88 - $161.97 $1.38M - $1.62M
76K $11.2M
NFLX
Netflix Inc

Communication Services
202
+ 1.07%
$598.55 - $722.26 $121K - $146K
19K $13.5M
ZTS
Zoetis Inc.

Healthcare
372
+ 1.16%
$172.58 - $196.48 $64.2K - $73.1K
32.6K $6.36M
MDLZ
Mondelez International, Inc.

Consumer Defensive
130
+ 0.14%
$64.35 - $75.71 $8.37K - $9.84K
91.9K $6.77M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
22K
+ 7.45%
$20.94 - $22.17 $460K - $487K
317K $6.97M
NEE
Nextera Energy Inc

Utilities
34
+ 0.07%
$69.9 - $84.97 $2.38K - $2.89K
51.9K $4.39M
CMCSA
Comcast Corp

Communication Services
1.1K
+ 0.46%
$37.33 - $41.78 $41.2K - $46.1K
239K $9.97M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.11K
+ 5.03%
$97.96 - $124.99 $108K - $138K
23.1K $2.87M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.8K
+ 403.57%
$48.51 - $52.86 $570K - $621K
14.7K $775K
BHF
Brighthouse Financial, Inc.

Financial Services
5.9K
+ 2.83%
$40.78 - $50.66 $241K - $299K
214K $9.65M
GS
Goldman Sachs Group Inc

Financial Services
68
+ 0.51%
$459.02 - $510.25 $31.2K - $34.7K
13.5K $6.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
759
+ 3.5%
$434.77 - $502.96 $330K - $382K
22.5K $11M
UBER
Uber Technologies, Inc

Technology
2.77K
+ 2.33%
$58.48 - $77.47 $162K - $215K
122K $9.13M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.35K
+ 6.26%
$110.06 - $128.44 $149K - $174K
22.9K $2.92M
TSLA
Tesla, Inc.

Consumer Cyclical
1.04K
+ 80.29%
$191.76 - $263.26 $198K - $272K
2.32K $608K
VTI
Vanguard Total Stock Market Et

ETFs
116
+ 0.59%
$255.18 - $283.2 $29.6K - $32.9K
19.8K $5.62M
Activity Summary
Buys All Purchases 376 New Holdings 85 Increased Positions 291 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
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