Bogart Wealth, LLC Purchases in Q2 2025

Bogart Wealth, LLC

  • $2.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
840K
+ 107.54%
$56.88 - $70.77 $47.8M - $59.5M
1.62M $115M
ACWI
Ishares Msci Acwi ETF

ETFs
240K
+ 35.08%
$103.59 - $128.6 $24.9M - $30.9M
925K $119M
ICSH
Blackrock Ultra Short Term Bon

ETFs
537K
+ 35223.87%
$50.48 - $50.71 $27.1M - $27.2M
539K $27.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.17K
+ 1.71%
$456.74 - $568.03 $1.9M - $2.37M
248K $141M
CGDV
Capital Group Divid Value ETF

ETFs
60.3K
+ 2.59%
$31.93 - $39.49 $1.93M - $2.38M
2.39M $94.3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
40.5K
+ 3.88%
$40.94 - $52.1 $1.66M - $2.11M
1.08M $56.5M
TGT
Target Corp

Consumer Defensive
77.8K
+ 8222.83%
$88.76 - $105.77 $6.9M - $8.23M
78.7K $7.77M
MDT
Medtronic PLC

Healthcare
86.3K
+ 7604.93%
$80.68 - $88.86 $6.96M - $7.67M
87.5K $7.62M
D
Dominion Energy, Inc

Utilities
133K
+ 3442.74%
$49.66 - $58.0 $6.58M - $7.69M
136K $7.71M
JNJ
Johnson & Johnson

Healthcare
47.8K
+ 817.66%
$146.36 - $159.82 $6.99M - $7.64M
53.6K $8.19M
GOOGL
Alphabet Inc.

Communication Services
13.1K
+ 10.34%
$144.7 - $178.6 $1.89M - $2.34M
139K $24.6M
AMT
American Tower Corp

Real Estate
20.3K
+ 54.6%
$203.96 - $228.19 $4.15M - $4.64M
57.6K $12.7M
FNDE
Schwab Fundamental Emerging Mk

ETFs
21.3K
+ 1.21%
$26.66 - $33.09 $569K - $706K
1.78M $58.8M
META
Meta Platforms, Inc.

Communication Services
974
+ 4.73%
$484.66 - $738.09 $472K - $719K
21.6K $15.9M
AMAT
Applied Materials Inc

Technology
9.42K
+ 16.16%
$126.95 - $183.52 $1.2M - $1.73M
67.7K $12.4M
ACN
Accenture PLC

Technology
12.3K
+ 2686.27%
$279.23 - $323.21 $3.44M - $3.99M
12.8K $3.82M
MELI
Mercadolibre Inc

Consumer Cyclical
14
+ 0.26%
$1794.73 - $2613.63 $25.1K - $36.6K
5.49K $14.4M
UITB
Usaa ETF Tr Core Intermediate

ETFs
72.7K
+ 4.03%
$45.95 - $47.33 $3.34M - $3.44M
1.87M $88.2M
VZ
Verizon Communications Inc

Communication Services
88.4K
+ 45.81%
$41.67 - $45.62 $3.68M - $4.03M
281K $12.2M
AMZN
Amazon Com Inc

Consumer Cyclical
3.45K
+ 4.14%
$167.32 - $223.3 $577K - $770K
86.7K $19M
BND
Vanguard Bd Index Fd Inc Total

ETFs
37.2K
+ 2.53%
$72.02 - $73.82 $2.68M - $2.75M
1.51M $111M
PANW
Palo Alto Networks Inc

Technology
2.48K
+ 3.53%
$152.44 - $204.64 $378K - $507K
72.7K $14.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.7K
+ 1.93%
$22.27 - $29.21 $261K - $342K
618K $18.1M
EMR
Emerson Electric CO

Industrials
9.33K
+ 14.06%
$94.15 - $133.33 $878K - $1.24M
75.7K $10.1M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
26.9K
+ 3.78%
$46.92 - $55.01 $1.26M - $1.48M
740K $40.2M
DLR
Digital Realty Trust, Inc.

Real Estate
1.41K
+ 2.04%
$136.11 - $177.69 $191K - $250K
70.2K $12.2M
IBM
International Business Machines Corp

Technology
181
+ 0.36%
$221.03 - $294.78 $40K - $53.4K
49.8K $14.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
86
+ 0.35%
$416.06 - $551.64 $35.8K - $47.4K
24.5K $13.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
6.24K
+ 32.56%
$421.16 - $509.5 $2.63M - $3.18M
25.4K $11.3M
UBER
Uber Technologies, Inc

Technology
149
+ 0.16%
$64.62 - $93.3 $9.63K - $13.9K
91.7K $8.56M
AAPL
Apple Inc.

Technology
19.6K
+ 15.49%
$172.42 - $223.89 $3.38M - $4.39M
146K $30M
CSCO
Cisco Systems, Inc.

Technology
1.94K
+ 0.96%
$53.19 - $69.38 $103K - $134K
203K $14.1M
SHOP
Shopify Inc.

Technology
3.02K
+ 4.58%
$76.89 - $115.35 $232K - $348K
68.9K $7.95M
JCPB
J P Morgan Exchange Traded Fd

ETFs
34.4K
+ 2.49%
$45.9 - $47.2 $1.58M - $1.63M
1.42M $66.6M
HD
Home Depot, Inc.

Consumer Cyclical
4.23K
+ 18.97%
$335.24 - $380.78 $1.42M - $1.61M
26.5K $9.72M
IEF
Ishares Barclays

ETFs
13.5K
+ 2.94%
$93.15 - $96.56 $1.26M - $1.3M
474K $45.4M
SNPS
Synopsys Inc

Technology
621
+ 4.77%
$380.9 - $517.66 $237K - $321K
13.6K $6.99M
TFC
Truist Financial Corp

Financial Services
13.6K
+ 4.04%
$34.79 - $42.99 $474K - $586K
351K $15.1M
RECS
Columbia ETF Tr I

ETFs
14.3K
+ 7.83%
$29.4 - $36.79 $419K - $525K
196K $7.23M
ADI
Analog Devices Inc

Technology
654
+ 2.36%
$164.6 - $238.02 $108K - $156K
28.3K $6.74M
WMT
Walmart Inc.

Consumer Defensive
767
+ 0.8%
$81.79 - $99.98 $62.7K - $76.7K
96.2K $9.41M
SPGI
S&P Global Inc.

Financial Services
1.02K
+ 4.04%
$438.31 - $527.29 $446K - $536K
26.2K $13.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.6K
+ 2.51%
$149.76 - $186.42 $240K - $298K
65.5K $12.2M
ISRG
Intuitive Surgical Inc

Healthcare
591
+ 4.72%
$451.58 - $565.94 $267K - $334K
13.1K $7.12M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.85K
+ 7.17%
$101.69 - $139.02 $188K - $256K
27.6K $3.83M
ORCL
Oracle Corp

Technology
43
+ 0.38%
$122.82 - $218.63 $5.28K - $9.4K
11.5K $2.51M
CME
Cme Group Inc.

Financial Services
1.04K
+ 1.81%
$252.37 - $290.71 $263K - $303K
58.7K $16.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3K
+ 0.93%
$17.76 - $22.1 $53.3K - $66.3K
327K $7.22M
COST
Costco Wholesale Corp

Consumer Defensive
309
+ 2.72%
$908.13 - $1056.85 $281K - $327K
11.7K $11.6M
Activity Summary
Buys All Purchases 662 New Holdings 156 Increased Positions 506 Sells All Sells 258 Reductions 257 Sold out 1 Options Calls 1 Puts 0
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