Bogart Wealth, LLC Purchases in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.04M
+ 17727.94%
$45.72 - $51.73 $47.5M - $53.7M
1.04M $48M
CGDV
Capital Group Divid Value ETF

ETFs
1.1M
+ 89.28%
$34.95 - $37.36 $38.4M - $41M
2.33M $83M
JCPB
J P Morgan Exchange Traded Fd

ETFs
436K
+ 46.06%
$45.56 - $47.23 $19.9M - $20.6M
1.38M $65M
KMI
Kinder Morgan, Inc.

Energy
406K
+ 8358.68%
$26.1 - $31.22 $10.6M - $12.7M
411K $11.7M
DOW
Dow Inc.

Basic Materials
296K
+ 12605.4%
$34.36 - $41.92 $10.2M - $12.4M
299K $10.4M
VICI
Vici Properties Inc.

Real Estate
222K
+ 295336.0%
$28.21 - $32.68 $6.25M - $7.24M
222K $7.23M
SPG
Simon Property Group Inc

Real Estate
41.1K
+ 17934.93%
$159.48 - $187.78 $6.55M - $7.71M
41.3K $6.86M
LEN
Lennar Corp

Consumer Cyclical
56.3K
+ 296205.25%
$113.93 - $141.54 $6.41M - $7.97M
56.3K $6.46M
BSX
Boston Scientific Corp

Healthcare
62.8K
+ 61587.25%
$89.38 - $106.18 $5.61M - $6.67M
62.9K $6.35M
RSG
Republic Services, Inc.

Industrials
19.8K
+ 58.54%
$200.09 - $242.16 $3.96M - $4.8M
53.6K $13M
PRU
Prudential Financial Inc

Financial Services
40.6K
+ 67.9%
$105.04 - $122.33 $4.27M - $4.97M
100K $11.2M
PODD
Insulet Corp

Healthcare
15.2K
+ 64.26%
$237.06 - $288.29 $3.6M - $4.38M
38.8K $10.2M
NVDA
Nvidia Corp

Technology
66.1K
+ 54.56%
$106.98 - $149.43 $7.07M - $9.88M
187K $20.3M
UITB
Usaa ETF Tr Core Intermediate

ETFs
41.4K
+ 2.35%
$45.41 - $47.18 $1.88M - $1.95M
1.8M $84.6M
SPGI
S&P Global Inc.

Financial Services
6.79K
+ 36.97%
$478.26 - $543.77 $3.25M - $3.69M
25.2K $12.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.5K
+ 0.99%
$71.17 - $73.66 $1.03M - $1.07M
1.47M $108M
EWX
Spdr S&P Emerging Markets Smal

ETFs
54.9K
New
$55.48 - $59.47 $3.05M - $3.26M
54.9K $3.11M
CVX
Chevron Corp

Energy
7.23K
+ 9.64%
$146.71 - $167.97 $1.06M - $1.21M
82.2K $13.8M
AVGO
Broadcom Inc.

Technology
33K
+ 75.69%
$167.43 - $244.7 $5.52M - $8.07M
76.6K $12.8M
XLF
Financial Sector Spdr

ETFs
50K
+ 1903.88%
$47.32 - $52.19 $2.37M - $2.61M
52.6K $2.62M
LMT
Lockheed Martin Corp

Industrials
6.4K
+ 32.22%
$423.19 - $506.29 $2.71M - $3.24M
26.3K $11.7M
PWR
Quanta Services, Inc.

Industrials
11K
+ 76.91%
$236.71 - $358.03 $2.6M - $3.93M
25.3K $6.42M
DUK
Duke Energy Corp

Utilities
2.94K
+ 3.07%
$105.87 - $121.97 $312K - $359K
99K $12.1M
IBM
International Business Machines Corp

Technology
588
+ 1.2%
$217.4 - $264.74 $128K - $156K
49.6K $12.3M
AMT
American Tower Corp

Real Estate
1.36K
+ 3.8%
$173.46 - $217.6 $237K - $297K
37.2K $8.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
114K
+ 23.17%
$24.91 - $29.02 $2.84M - $3.31M
606K $15.2M
MELI
Mercadolibre Inc

Consumer Cyclical
48
+ 0.88%
$1739.0 - $2260.0 $83.5K - $108K
5.48K $10.7M
VZ
Verizon Communications Inc

Communication Services
7.25K
+ 3.91%
$37.81 - $46.49 $274K - $337K
193K $8.75M
MDLZ
Mondelez International, Inc.

Consumer Defensive
7.39K
+ 7.45%
$56.12 - $68.15 $415K - $503K
107K $7.23M
AMGN
Amgen Inc

Healthcare
621
+ 3.09%
$258.59 - $327.36 $161K - $203K
20.7K $6.46M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
48.8K
+ 94.16%
$25.58 - $29.24 $1.25M - $1.43M
101K $2.63M
ROP
Roper Technologies Inc

Industrials
104
+ 0.81%
$502.71 - $593.81 $52.3K - $61.8K
13K $7.67M
NFLX
Netflix Inc

Communication Services
230
+ 1.52%
$828.4 - $1058.6 $191K - $243K
15.3K $14.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
22.9K
+ 20.79%
$25.81 - $28.52 $590K - $652K
133K $3.66M
ORI
Old Republic International Corp

Financial Services
2.38K
+ 1.15%
$33.46 - $39.22 $79.6K - $93.3K
209K $8.19M
COST
Costco Wholesale Corp

Consumer Defensive
385
+ 3.5%
$890.62 - $1076.86 $343K - $415K
11.4K $10.8M
PG
Procter & Gamble CO

Consumer Defensive
2.29K
+ 3.56%
$158.56 - $176.26 $363K - $404K
66.6K $11.3M
MA
Mastercard Inc

Financial Services
245
+ 1.26%
$504.67 - $576.31 $124K - $141K
19.6K $10.8M
CSCO
Cisco Systems, Inc.

Technology
183
+ 0.09%
$58.74 - $64.87 $10.7K - $11.9K
201K $12.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
8.22K
+ 14.77%
$168.84 - $202.89 $1.39M - $1.67M
63.9K $11.2M
GLD
Spdr Gold Trust

ETFs
914
+ 20.37%
$243.19 - $288.14 $222K - $263K
5.4K $1.56M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.52K
+ 1.26%
$50.48 - $51.04 $430K - $435K
686K $34.8M
ADP
Automatic Data Processing Inc

Industrials
257
+ 0.96%
$286.85 - $318.64 $73.7K - $81.9K
27.1K $8.27M
GD
General Dynamics Corp

Industrials
541
+ 1.82%
$241.94 - $272.58 $131K - $147K
30.2K $8.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
463
+ 23.84%
$442.66 - $534.52 $205K - $247K
2.41K $1.28M
GOOG
Alphabet Inc.

Communication Services
2.69K
+ 113.16%
$156.06 - $207.71 $420K - $559K
5.07K $791K
PBRA
Petroleo Bras Ads (Ea Reptg 2
25K
New
N/A
25K $328K
MO
Altria Group, Inc.

Consumer Defensive
574
+ 1.76%
$50.81 - $60.02 $29.2K - $34.5K
33.2K $1.99M
GTO
Invesco Actively Managed ETF T

ETFs
5.49K
+ 341.63%
$45.9 - $47.37 $252K - $260K
7.1K $333K
Activity Summary
Buys All Purchases 605 New Holdings 189 Increased Positions 416 Sells All Sells 358 Reductions 355 Sold out 3 Options Calls 10 Puts 0
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