Bogart Wealth, LLC Purchases in Q4 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Lithium Amers Corp New Com Shs
550
+ 25.88%
N/A
2.68K $0
Gsk PLC Sponsored Adr
1
+ 0.08%
N/A
1.33K $0
Airship Ai Hldgs Inc Com
31
New
N/A
31 $0
Linde PLC Shs
25
+ 89.29%
N/A
53 $0
60 Degrees Pharmaceuticals Inc Com New
700
New
N/A
700 $0
Perimeter Solutions Inc Common Stock
53
New
N/A
53 $0
Moneylion Inc Cl A
100
New
N/A
100 $0
Liberty Media Corp Del Com Lbty One S C
24
New
N/A
24 $0
Liberty Media Corp Del Com Lbty One S A
8
New
N/A
8 $0
MANH
Manhattan Associates Inc

Technology
4
+ 9.3%
$263.36 - $309.78 $1.05K - $1.24K
47 $12K
CHD
Church & Dwight CO Inc

Consumer Defensive
6
New
$99.11 - $112.25 $595 - $674
6 $0
MGM
Mgm Resorts International

Consumer Cyclical
14
New
$33.44 - $41.99 $468 - $588
14 $0
CRH.L
Crh PLC

Basic Materials
23
+ 45.1%
N/A
74 $0
MTD
Mettler Toledo International Inc

Healthcare
0
New
$1160.67 - $1498.12 $0 - $0
0 $0
CRDO
Credo Technology Group Holding LTD

Technology
9
New
$30.16 - $77.25 $271 - $695
9 $0
MAA
Mid America Apartment Communities Inc.

Real Estate
4
New
$149.17 - $165.2 $597 - $661
4 $0
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
1
+ 1.64%
$74.01 - $80.93 $74 - $80.9
62 $4K
CF
Cf Industries Holdings, Inc.

Basic Materials
1
+ 0.43%
$81.39 - $94.14 $81.4 - $94.1
234 $19K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
25
+ 17.01%
$26.79 - $30.35 $670 - $759
172 $4K
DK
Delek Us Holdings, Inc.

Energy
29
New
$15.4 - $20.37 $447 - $591
29 $0
WW
Ww International, Inc.

Consumer Cyclical
200
New
$0.72 - $1.96 $144 - $392
200 $0
OC
Owens Corning

Industrials
3
New
$169.41 - $210.81 $508 - $632
3 $0
OGN
Organon & Co.

Healthcare
5
+ 5.1%
$14.44 - $18.83 $72.2 - $94.1
103 $1K
POR
Portland General Electric CO

Utilities
9
+ 12.0%
$43.52 - $48.99 $392 - $441
84 $3K
Corpay Inc Com Shs
6
+ 12.0%
N/A
56 $0
CSTM
Constellium Se

Basic Materials
75
New
$9.97 - $16.45 $748 - $1.23K
75 $0
Lam Research Corp Com New
1.4K
+ 900.0%
N/A
1.55K $0
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
3
New
$63.15 - $75.4 $189 - $226
3 $0
CACI
Caci International Inc

Technology
2
New
N/A
2 $0
SACH
Sachem Capital Corp.

Real Estate
5
+ 3.07%
$1.17 - $2.52 $5.85 - $12.6
168 $0
SAIA
Saia Inc

Industrials
2
New
$411.44 - $569.08 $823 - $1.14K
2 $0
BXP
Boston Properties Inc

Real Estate
7
New
$73.33 - $89.72 $513 - $628
7 $0
Kenvue Inc Com
204
New
N/A
204 $0
COP
Conocophillips

Energy
14
+ 10.53%
$95.12 - $114.72 $1.33K - $1.61K
147 $14K
HEIA
Heico Crp Cl A
2
+ 3.13%
N/A
66 $0
BFB
Brown Forman Corp Cl B
50
New
N/A
50 $0
SCHK
Schwab Strategic Tr 1000 Index

ETFs
312
+ 100.0%
$27.45 - $55.56 $8.56K - $17.3K
624 $17K
STCE
Schwab Strategic Tr Crypto The
56
New
N/A
56 $0
ACI
Albertsons Companies, Inc.

Consumer Defensive
1
+ 6.67%
$18.01 - $19.92 $18 - $19.9
16 $0
Vitesse Energy Inc Common Stock
45
+ 7.03%
N/A
685 $0
Rubrik Inc. Cl A
23
New
N/A
23 $0
FNDA
Schwab Fundamental U S Small C

ETFs
102
+ 100.0%
$29.26 - $59.11 $2.98K - $6.03K
204 $6K
Labcorp Holdings Inc Com Shs
3
+ 75.0%
N/A
7 $0
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
276
New
$0.31 - $0.68 $85.6 - $188
276 $0
Ramaco Res Inc Com Cl B
14
+ 2.33%
N/A
614 $0
Concentra Group Holdings Paren Common Stock
40
New
N/A
40 $0
HCA
Hca Healthcare, Inc.

Healthcare
2
New
$297.52 - $415.61 $595 - $831
2 $0
Reddit Inc Cl A
200
New
N/A
200 $0
IPO
Renaissance Cap Greenwich Fds

ETFs
2
New
$41.85 - $47.0 $83.7 - $94
2 $0
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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