Bogart Wealth, LLC Purchases in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
927
+ 0.21%
$25.77 - $27.6 $23.9K - $25.6K
452K $12M
ZTS
Zoetis Inc.

Healthcare
1.08K
+ 3.05%
$156.48 - $175.67 $168K - $189K
36.3K $5.98M
VIG
Vanguard Dividend Appreciation

ETFs
1.17K
+ 119.88%
N/A
2.15K $390K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.68K
+ 1.47%
$22.46 - $23.26 $82.6K - $85.5K
254K $5.87M
EPD
Enterprise Products Partners L.P.

Energy
1.13K
+ 2.75%
$31.75 - $34.14 $35.9K - $38.6K
42.3K $1.44M
TSLA
Tesla, Inc.

Consumer Cyclical
1.22K
+ 106.29%
$222.15 - $428.22 $270K - $521K
2.36K $611K
SYK
Stryker Corp

Healthcare
23
+ 0.21%
$355.18 - $399.9 $8.17K - $9.2K
11.2K $4.16M
RECS
Columbia ETF Tr I

ETFs
11.1K
+ 6.52%
$32.64 - $36.08 $364K - $402K
182K $6.05M
CEG
Constellation Energy Corp

Utilities
584
New
$201.63 - $347.44 $118K - $203K
584 $117K
IAU
Ishares Gold Trust

ETFs
200
+ 1.85%
$49.74 - $58.96 $9.95K - $11.8K
11K $649K
CRWD
Crowd Strike Holdings, Inc.

Technology
289
+ 39.05%
$308.86 - $455.36 $89.3K - $132K
1.03K $362K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.24K
+ 12.33%
$21.23 - $23.75 $175K - $196K
75.1K $1.62M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
250
+ 40.52%
$208.48 - $244.03 $52.1K - $61K
867 $211K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
748
+ 14.51%
$100.34 - $100.68 $75.1K - $75.3K
5.9K $594K
SOXL
Direxion Daily Semiconductor B

ETFs
4.5K
New
$15.95 - $35.15 $71.8K - $158K
4.5K $71K
PLTR
Palantir Technologies Inc.

Technology
496
+ 15.48%
$64.98 - $124.62 $32.2K - $61.8K
3.7K $312K
LLY
Eli Lilly & CO

Healthcare
54
+ 12.5%
$725.72 - $929.72 $39.2K - $50.2K
486 $401K
KHC
Kraft Heinz CO

Consumer Defensive
1.91K
+ 133.85%
$28.51 - $32.22 $54.6K - $61.7K
3.34K $101K
LNG
Cheniere Energy, Inc.

Energy
248
New
$209.32 - $253.66 $51.9K - $62.9K
248 $57K
DE
Deere & CO

Industrials
14
+ 1.53%
$408.57 - $509.27 $5.72K - $7.13K
929 $436K
TMUS
T Mobile Us, Inc.

Communication Services
73
+ 11.46%
$211.3 - $272.83 $15.4K - $19.9K
710 $189K
ABT
Abbott Laboratories

Healthcare
225
+ 23.39%
$111.1 - $140.22 $25K - $31.5K
1.19K $157K
USAU
U.S. Gold Corp.

Basic Materials
5.1K
New
$5.89 - $10.94 $30K - $55.8K
5.1K $46K
SOFI
So Fi Technologies, Inc.

Financial Services
4.04K
New
$11.18 - $18.03 $45.1K - $72.8K
4.04K $46K
COF
Capital One Financial Corp

Financial Services
243
+ 1518.75%
$163.87 - $209.82 $39.8K - $51K
259 $46K
WELL
Welltower Inc.

Real Estate
7
+ 0.46%
$124.05 - $156.86 $868 - $1.1K
1.53K $233K
TJX
Tjx Companies Inc

Consumer Cyclical
348
+ 167.31%
$112.81 - $126.16 $39.3K - $43.9K
556 $67K
IEFA
Ishares Tr

ETFs
343
+ 12.43%
$69.57 - $78.65 $23.9K - $27K
3.1K $234K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
800
New
$46.86 - $50.66 $37.5K - $40.5K
800 $38K
BTI
British American Tobacco P.L.C.

Consumer Defensive
532
+ 17.18%
$35.35 - $42.74 $18.8K - $22.7K
3.63K $150K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
2.02K
+ 1012.0%
$18.53 - $29.07 $37.5K - $58.8K
2.22K $42K
F
Ford Motor CO

Consumer Cyclical
3.56K
+ 194.54%
$9.12 - $10.43 $32.5K - $37.2K
5.4K $54K
STLG
Ishares Factors Us Growth Styl

ETFs
700
New
N/A
700 $35K
NOC
Northrop Grumman Corp

Industrials
64
+ 106.67%
$433.45 - $513.82 $27.7K - $32.9K
124 $63K
YUM
Yum Brands Inc

Consumer Cyclical
5
+ 0.34%
$123.25 - $162.53 $616 - $813
1.46K $229K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
463
New
$71.9 - $77.57 $33.3K - $35.9K
463 $34K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
200
New
$166.63 - $185.86 $33.3K - $37.2K
200 $33K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
151
+ 1.65%
$126.11 - $135.06 $19K - $20.4K
9.29K $1.2M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.6K
+ 6.64%
$113.13 - $127.79 $181K - $205K
25.7K $2.91M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
250
New
$122.86 - $137.9 $30.7K - $34.5K
250 $31K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
353
+ 2.3%
$42.18 - $45.16 $14.9K - $15.9K
15.7K $695K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.18K
New
$25.44 - $25.58 $30K - $30.2K
1.18K $30K
TDW
Tidewater Inc

Energy
700
New
$39.93 - $57.69 $28K - $40.4K
700 $29K
FDVV
Fidelity High Dividend ETF

ETFs
602
+ 299.5%
$48.86 - $52.28 $29.4K - $31.5K
803 $39K
AAL
American Airlines Group Inc.

Industrials
2.6K
+ 1300.0%
N/A
2.8K $30K
LQD
Ishares Iboxx $ Investment Gra

ETFs
255
+ 102.82%
$105.1 - $109.61 $26.8K - $28K
503 $54K
ICSH
Blackrock Ultra Short Term Bon

ETFs
535
+ 54.04%
$50.44 - $50.7 $27K - $27.1K
1.53K $77K
GME
Game Stop Corp.

Consumer Cyclical
2K
+ 100.0%
$21.73 - $33.37 $43.5K - $66.7K
4K $89K
HP
Helmerich & Payne, Inc.

Energy
1K
New
$24.69 - $36.7 $24.7K - $36.7K
1K $26K
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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