Bogart Wealth, LLC Purchases in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
4
+ 0.65%
N/A
618 $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
530
+ 10.22%
N/A
5.72K $0
NEM
Newmont Corp

Basic Materials
12
New
$37.79 - $48.39 $453 - $581
12 $0
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 40.0%
$406.29 - $469.04 $813 - $938
7 $2K
NTRA
Natera, Inc.

Healthcare
4
New
$132.63 - $177.0 $531 - $708
4 $0
MOH
Molina Healthcare, Inc.

Healthcare
2
New
$266.57 - $333.27 $533 - $667
2 $0
MOS
Mosaic CO

Basic Materials
22
New
$23.08 - $28.8 $508 - $634
22 $0
MSCI
Msci Inc.

Financial Services
1
+ 20.0%
$541.46 - $628.34 $541 - $628
6 $3K
EPR
Epr Properties

Real Estate
16
New
$43.98 - $53.81 $704 - $861
16 $0
MIDD
Middleby Corp

Industrials
3
New
$133.93 - $172.89 $402 - $519
3 $0
Nano Nuclear Energy Inc Com
500
New
N/A
500 $0
NDAQ
Nasdaq, Inc.

Financial Services
2
+ 1.07%
$72.17 - $83.76 $144 - $168
189 $14K
MFG
Mizuho Financial Group Inc

Financial Services
38
New
$4.83 - $6.04 $184 - $230
38 $0
Nebius Group N.V. Shs Class A
87
New
N/A
87 $0
ESS
Essex Property Trust, Inc.

Real Estate
2
New
N/A
2 $0
TOL
Toll Brothers, Inc.

Consumer Cyclical
21
+ 16.28%
$103.02 - $140.69 $2.16K - $2.95K
150 $15K
PEG
Public Service Enterprise Group Inc

Utilities
6
+ 0.78%
$78.2 - $90.39 $469 - $542
771 $63K
STT
State Street Corp

Financial Services
8
+ 4.82%
$84.47 - $102.23 $676 - $818
174 $15K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.4%
$408.78 - $448.82 $409 - $449
253 $106K
GPN
Global Payments Inc

Industrials
5
+ 6.76%
$92.18 - $113.03 $461 - $565
79 $7K
DD
Du Pont De Nemours, Inc.

Basic Materials
17
+ 0.98%
$72.7 - $84.32 $1.24K - $1.43K
1.76K $131K
PPG
Ppg Industries Inc

Basic Materials
5
+ 2.89%
$107.44 - $124.29 $537 - $621
178 $19K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 3.57%
$634.14 - $744.83 $634 - $745
29 $18K
CF
Cf Industries Holdings, Inc.

Basic Materials
9
+ 3.85%
$75.03 - $97.25 $675 - $875
243 $18K
RLI
Rli Corp

Financial Services
31
+ 100.0%
$71.75 - $163.21 $2.22K - $5.06K
62 $4K
IYY
Ishares Tr

ETFs
1
+ 1.43%
$134.05 - $149.75 $134 - $150
71 $9K
SWK
Stanley Black & Decker, Inc.

Industrials
5
+ 1.03%
$76.43 - $90.41 $382 - $452
490 $37K
RFV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.58%
$111.51 - $128.61 $112 - $129
172 $19K
LYB
Lyondell Basell Industries N.V.

Basic Materials
8
+ 2.16%
$69.82 - $78.67 $559 - $629
379 $26K
IFF
International Flavors & Fragrances Inc

Basic Materials
1
+ 1.2%
$76.48 - $87.72 $76.5 - $87.7
84 $6K
CMI
Cummins Inc

Industrials
1
+ 5.56%
$312.92 - $386.07 $313 - $386
19 $5K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
42
+ 1.84%
$10.61 - $16.49 $446 - $693
2.33K $28K
KIM
Kimco Realty Corp

Real Estate
23
+ 2.3%
$20.15 - $23.42 $463 - $539
1.02K $21K
CWB
Spdr Bloomberg Convertible Sec

ETFs
9
+ 0.37%
$75.99 - $81.58 $684 - $734
2.42K $185K
XPO
Xpo Logistics, Inc.

Industrials
4
+ 4.0%
$106.12 - $148.16 $424 - $593
104 $11K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.58%
$96.93 - $109.51 $96.9 - $110
173 $16K
A
Agilent Technologies, Inc.

Healthcare
4
+ 3.28%
$116.69 - $152.6 $467 - $610
126 $14K
SRE
Sempra Energy

Utilities
15
+ 6.25%
$67.85 - $87.67 $1.02K - $1.32K
255 $18K
CC
Chemours CO

Basic Materials
7
+ 0.78%
$13.41 - $19.99 $93.9 - $140
900 $12K
WDC
Western Digital Corp

Technology
17
+ 9.5%
$40.43 - $72.03 $687 - $1.22K
196 $7K
SPYG
Spdr Portfolio

ETFs
320
+ 8.28%
$80.05 - $92.39 $25.6K - $29.6K
4.19K $336K
GM
General Motors CO

Consumer Cyclical
32
+ 3.84%
$45.22 - $54.92 $1.45K - $1.76K
865 $40K
MS
Morgan Stanley

Financial Services
54
+ 4.87%
$111.68 - $141.08 $6.03K - $7.62K
1.16K $135K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
276
+ 11.16%
$62.43 - $84.12 $17.2K - $23.2K
2.75K $179K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.84K
+ 7.63%
$95.53 - $112.45 $176K - $207K
25.9K $2.51M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2
+ 0.87%
$59.37 - $95.63 $119 - $191
233 $14K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2
+ 3.7%
$283.06 - $421.16 $566 - $842
56 $15K
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.98%
$307.43 - $357.48 $615 - $715
207 $63K
RPG
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.08%
$37.33 - $45.03 $74.7 - $90.1
2.36K $90K
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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