Bogart Wealth, LLC Purchases in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WHR
Whirlpool Corp

Consumer Cyclical
1
+ 0.35%
$88.58 - $133.14 $88.6 - $133
283 $25K
HPQ
Hp Inc

Technology
2
+ 0.12%
$27.69 - $34.72 $55.4 - $69.4
1.74K $48K
SPY
Spdr S&P 500 ETF Trust

ETFs
35
+ 3.41%
$551.42 - $612.93 $19.3K - $21.5K
1.06K $592K
CCL
Carnival Corp

Consumer Cyclical
23
+ 1.58%
$19.08 - $28.49 $439 - $655
1.48K $28K
AXP
American Express CO

Financial Services
30
+ 4.57%
$255.39 - $325.87 $7.66K - $9.78K
687 $184K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5
+ 0.37%
$80.73 - $94.96 $404 - $475
1.35K $111K
ACN
Accenture PLC

Technology
24
+ 5.52%
$300.91 - $398.25 $7.22K - $9.56K
459 $143K
LOW
Lowes Companies Inc

Consumer Cyclical
58
+ 3.32%
$222.66 - $268.42 $12.9K - $15.6K
1.81K $420K
CG
Carlyle Group Inc.

Financial Services
1
+ 0.06%
$40.03 - $56.96 $40 - $57
1.55K $67K
KEY
Keycorp

Financial Services
72
+ 0.6%
$15.15 - $18.3 $1.09K - $1.32K
12K $191K
GIS
General Mills Inc

Consumer Defensive
15
+ 0.37%
$57.56 - $65.3 $863 - $980
4.07K $243K
NVO
Novo Nordisk A S

Healthcare
4
+ 0.43%
$69.3 - $90.95 $277 - $364
942 $65K
CCJ
Cameco Corp

Energy
20
+ 1.2%
$40.64 - $56.86 $813 - $1.14K
1.68K $69K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39
+ 2.08%
$102.49 - $119.96 $4K - $4.68K
1.91K $200K
NKE
Nike, Inc.

Consumer Cyclical
25
+ 1.62%
$63.29 - $81.72 $1.58K - $2.04K
1.57K $99K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
189
+ 7.16%
$47.79 - $59.89 $9.03K - $11.3K
2.83K $142K
UAL
United Airlines Holdings, Inc.

Industrials
78
+ 9.94%
$69.05 - $110.52 $5.39K - $8.62K
863 $59K
AI
C3.Ai, Inc.

Technology
300
+ 15.79%
$20.92 - $36.93 $6.28K - $11.1K
2.2K $46K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
188
+ 11.73%
$165.25 - $224.62 $31.1K - $42.2K
1.79K $297K
APO
Apollo Global Management, Inc.

Financial Services
5
+ 0.69%
$126.01 - $172.06 $630 - $860
727 $99K
OXM
Oxford Industries Inc

Consumer Cyclical
9
+ 0.89%
$55.24 - $88.05 $497 - $792
1.02K $59K
RF
Regions Financial Corp

Financial Services
22
+ 0.17%
$20.84 - $24.77 $458 - $545
13.2K $287K
ET
Energy Transfer LP

Energy
424
+ 1.34%
$17.26 - $21.08 $7.32K - $8.94K
32.2K $598K
USB
Us Bancorp \De\

Financial Services
77
+ 1.48%
$40.92 - $50.9 $3.15K - $3.92K
5.27K $222K
HUBB
Hubbell Inc

Industrials
1
+ 0.24%
$330.91 - $456.86 $331 - $457
414 $136K
VTWO
Vanguard Russell 2000 ETF

ETFs
10
+ 0.22%
$80.08 - $92.93 $801 - $929
4.46K $359K
VXF
Vanguard Extended Market ETF

ETFs
12
+ 0.37%
$170.36 - $201.04 $2.04K - $2.41K
3.27K $562K
IVW
Ishares S&P 500 Growth ETF

ETFs
48
+ 0.53%
$92.45 - $106.69 $4.44K - $5.12K
9.12K $846K
BX
Blackstone Inc.

Financial Services
52
+ 1.73%
$136.53 - $186.74 $7.1K - $9.71K
3.06K $427K
ETN
Eaton Corp PLC

Industrials
139
+ 5.12%
$271.83 - $371.23 $37.8K - $51.6K
2.86K $776K
AME
Ametek Inc

Industrials
226
+ 1.03%
$170.39 - $190.43 $38.5K - $43K
22.2K $3.82M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
659
+ 6.95%
$211.47 - $267.17 $139K - $176K
10.1K $2.14M
IWF
Ishares Russell 1000 Gr ETF

ETFs
107
+ 1.76%
$360.07 - $417.26 $38.5K - $44.6K
6.19K $2.23M
PHM
Pultegroup Inc

Consumer Cyclical
1.67K
+ 2.62%
$101.09 - $118.51 $169K - $198K
65.4K $6.72M
ADI
Analog Devices Inc

Technology
380
+ 1.39%
$201.56 - $243.82 $76.6K - $92.7K
27.7K $5.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.57K
+ 6.86%
$468.34 - $539.52 $734K - $845K
24.4K $11.4M
GS
Goldman Sachs Group Inc

Financial Services
151
+ 1.13%
$524.81 - $672.19 $79.2K - $102K
13.5K $7.36M
ORCL
Oracle Corp

Technology
201
+ 1.79%
$139.81 - $186.47 $28.1K - $37.5K
11.4K $1.6M
HD
Home Depot, Inc.

Consumer Cyclical
366
+ 1.67%
$347.25 - $424.87 $127K - $156K
22.3K $8.17M
TFC
Truist Financial Corp

Financial Services
5.66K
+ 1.71%
$39.48 - $48.15 $224K - $273K
337K $13.9M
CAT
Caterpillar Inc

Industrials
1.26K
+ 4.5%
$326.75 - $407.63 $411K - $513K
29.3K $9.65M
SNPS
Synopsys Inc

Technology
388
+ 3.07%
$428.58 - $551.54 $166K - $214K
13K $5.58M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
6.19K
+ 0.88%
$51.3 - $56.76 $317K - $351K
713K $37.8M
ROST
Ross Stores, Inc.

Consumer Cyclical
375
+ 1.38%
$123.3 - $154.95 $46.2K - $58.1K
27.6K $3.53M
PCAR
Paccar Inc

Industrials
2.35K
+ 1.7%
$96.91 - $112.51 $228K - $265K
141K $13.7M
AMAT
Applied Materials Inc

Technology
1.24K
+ 2.18%
$145.06 - $195.51 $180K - $243K
58.3K $8.46M
EMR
Emerson Electric CO

Industrials
865
+ 1.32%
$108.64 - $131.17 $94K - $113K
66.4K $7.28M
MSFT
Microsoft Corp

Technology
5.52K
+ 8.43%
$375.39 - $447.2 $2.07M - $2.47M
71.1K $26.7M
CRM
Salesforce, Inc.

Technology
4.43K
+ 10.54%
$268.36 - $359.95 $1.19M - $1.6M
46.5K $12.5M
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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