Bogart Wealth, LLC Purchases in Q3 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.4K
+ 16.01%
$46.18 - $48.92 $249K - $264K
39.1K $1.9M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.75K
+ 1.47%
$45.2 - $47.87 $79.1K - $83.7K
121K $5.75M
SYK
Stryker Corp

Healthcare
169
+ 1.52%
$315.94 - $371.96 $53.4K - $62.9K
11.3K $4.07M
GD
General Dynamics Corp

Industrials
161
+ 0.81%
$279.51 - $308.09 $45K - $49.6K
19.9K $6.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
446
+ 30.42%
$405.19 - $478.57 $181K - $213K
1.91K $880K
SPYG
Spdr Portfolio

ETFs
3.33K
+ 488.55%
$73.38 - $84.1 $244K - $280K
4.01K $332K
PFE
Pfizer Inc

Healthcare
709
+ 0.3%
$27.7 - $31.39 $19.6K - $22.3K
240K $6.94M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.25K
+ 10.98%
$113.41 - $125.62 $142K - $157K
12.6K $1.59M
PANW
Palo Alto Networks Inc

Technology
338
+ 0.92%
$294.18 - $368.01 $99.4K - $124K
36.9K $12.6M
NVDA
Nvidia Corp

Technology
3.8K
+ 3.26%
$98.91 - $134.91 $376K - $512K
120K $14.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
537
+ 1.32%
$46.9 - $51.96 $25.2K - $27.9K
41.2K $2.12M
SJNK
Spdr Bloomberg Short Term High

ETFs
5.01K
+ 7.38%
$24.8 - $25.75 $124K - $129K
72.8K $1.88M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.37K
+ 18.7%
$75.63 - $84.89 $104K - $116K
8.7K $731K
IWB
Ishares Tr Russell 1000 ETF

ETFs
389
+ 31.47%
$283.28 - $314.39 $110K - $122K
1.63K $510K
USD
Proshares Ultra Semiconductors

ETFs
1K
New
$85.93 - $163.04 $85.9K - $163K
1K $119K
IWD
Ishares Russell 1000 Val ETF

ETFs
248
+ 5.5%
$173.36 - $189.8 $43K - $47.1K
4.75K $902K
MUB
Ishares National Muni Bond ETF

ETFs
1.04K
+ 193.12%
$106.13 - $108.7 $110K - $113K
1.58K $171K
SOXL
Direxion Daily Semiconductor B

ETFs
2.9K
New
$25.96 - $68.59 $75.3K - $199K
2.9K $106K
AMD
Advanced Micro Devices Inc

Technology
600
+ 26.58%
$128.67 - $183.96 $77.2K - $110K
2.86K $468K
IVV
Ishares Core S&P 500 ETF

ETFs
50
+ 2.09%
$520.18 - $576.82 $26K - $28.8K
2.45K $1.41M
ADI
Analog Devices Inc

Technology
168
+ 0.62%
$200.56 - $243.33 $33.7K - $40.9K
27.3K $6.28M
LOW
Lowes Companies Inc

Consumer Cyclical
16
+ 0.95%
$213.3 - $270.78 $3.41K - $4.33K
1.7K $461K
RSP
Invesco S&P 500 Equal Weight E

ETFs
414
+ 48.14%
$162.83 - $179.16 $67.4K - $74.2K
1.27K $228K
IWF
Ishares Russell 1000 Gr ETF

ETFs
50
+ 0.81%
$332.02 - $382.76 $16.6K - $19.1K
6.2K $2.33M
MSTR
Microstrategy Inc

Technology
850
+ 1700.0%
$114.3 - $1800.09 $97.2K - $1.53M
900 $151K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.22K
+ 108.29%
$57.8 - $60.8 $70.2K - $73.9K
2.34K $141K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
56
+ 0.41%
$39.95 - $45.86 $2.24K - $2.57K
13.7K $624K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.33K
+ 15.11%
$32.04 - $37.11 $42.6K - $49.4K
10.1K $368K
VXF
Vanguard Extended Market ETF

ETFs
188
+ 6.48%
$163.98 - $182.92 $30.8K - $34.4K
3.09K $561K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
774
+ 60.09%
$91.42 - $91.82 $70.8K - $71.1K
2.06K $189K
VTV
Vanguard Value ETF

ETFs
110
+ 3.38%
$159.75 - $174.57 $17.6K - $19.2K
3.37K $587K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
49
+ 0.61%
$69.31 - $77.34 $3.4K - $3.79K
8.14K $624K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
372
+ 33.07%
$147.95 - $191.05 $55K - $71.1K
1.5K $259K
GTO
Invesco Actively Managed ETF T

ETFs
1.2K
New
$46.22 - $48.77 $55.5K - $58.5K
1.2K $57K
HYLB
Xtrackers Usd High Yield Corp

ETFs
389
+ 1.57%
$35.26 - $36.92 $13.7K - $14.4K
25.2K $930K
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.02K
New
$48.27 - $49.33 $49K - $50.1K
1.02K $49K
QBTS
D Wave Quantum Inc.

Technology
50K
New
$0.8 - $1.33 $40K - $66.5K
50K $49K
FFBC
First Financial Bancorp

Financial Services
1.94K
+ 2976.92%
$21.7 - $28.09 $42K - $54.4K
2K $50K
ETN
Eaton Corp PLC

Industrials
1
+ 0.04%
$272.52 - $333.02 $273 - $333
2.72K $900K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
770
+ 25.59%
$41.9 - $48.26 $32.3K - $37.2K
3.78K $180K
RRC
Range Resources Corp

Energy
1.58K
New
$27.91 - $34.84 $44.1K - $55.1K
1.58K $48K
ALB
Albemarle Corp

Basic Materials
490
+ 138.03%
$72.85 - $100.09 $35.7K - $49K
845 $80K
OILU
Bank Of Montreal

ETFs
1.5K
New
$27.89 - $42.32 $41.8K - $63.5K
1.5K $47K
ENB
Enbridge Inc

Energy
27
+ 0.3%
$35.27 - $41.18 $952 - $1.11K
9.01K $365K
KKR
Kkr & Co. Inc.

Financial Services
2
+ 0.11%
$104.51 - $133.23 $209 - $266
1.79K $233K
MU
Micron Technology Inc

Technology
450
+ 323.74%
$86.27 - $136.82 $38.8K - $61.6K
589 $61K
FCEL
Fuelcell Energy Inc

Industrials
112K
+ 21285.71%
$0.38 - $0.69 $42.5K - $77.1K
112K $42K
IVW
Ishares S&P 500 Growth ETF

ETFs
156
+ 1.83%
$84.77 - $97.13 $13.2K - $15.2K
8.68K $830K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
237
+ 1.25%
$460.0 - $505.78 $109K - $120K
19.2K $8.94M
Activity Summary
Buys All Purchases 376 New Holdings 85 Increased Positions 291 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
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