Bogart Wealth, LLC Purchases in Q4 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
181
+ 2.74%
$95.27 - $107.82 $17.2K - $19.5K
6.79K $701K
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.11K
+ 310.08%
$22.4 - $68.28 $159K - $485K
9.4K $217K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
379
+ 4.16%
$238.25 - $261.28 $90.3K - $99K
9.48K $2.3M
ASAN
Asana, Inc.

Technology
3K
New
$11.17 - $27.52 $33.5K - $82.6K
3K $60K
AFRM
Affirm Holdings, Inc.

Technology
1K
New
$38.48 - $72.86 $38.5K - $72.9K
1K $60K
MU
Micron Technology Inc

Technology
839
+ 142.44%
$84.16 - $113.41 $70.6K - $95.2K
1.43K $120K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.12K
+ 923.97%
$51.54 - $52.55 $57.6K - $58.8K
1.24K $64K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
106
+ 7.08%
$172.07 - $207.36 $18.2K - $22K
1.6K $316K
VXF
Vanguard Extended Market ETF

ETFs
169
+ 5.47%
$179.17 - $207.15 $30.3K - $35K
3.26K $618K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.06%
$571.78 - $647.97 $572 - $648
1.58K $981K
MO
Altria Group, Inc.

Consumer Defensive
119
+ 0.37%
$49.06 - $57.74 $5.84K - $6.87K
32.6K $1.71M
ARCC
Ares Capital Corp

Financial Services
2K
+ 82.19%
$20.74 - $22.27 $41.5K - $44.6K
4.44K $97K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
865
+ 16.9%
$74.5 - $78.37 $64.4K - $67.8K
5.98K $447K
BMY
Bristol Myers Squibb CO

Healthcare
508
+ 14.38%
$51.92 - $59.94 $26.4K - $30.4K
4.04K $228K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
2.21K
New
$19.7 - $20.82 $43.5K - $46K
2.21K $43K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.3K
+ 1411.96%
$32.65 - $33.68 $42.4K - $43.8K
1.39K $45K
COIN
Coinbase Global, Inc.

Technology
149
+ 252.54%
$163.17 - $343.62 $24.3K - $51.2K
208 $51K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.68K
+ 12.28%
$43.02 - $47.32 $72.3K - $79.5K
15.4K $664K
KKR
Kkr & Co. Inc.

Financial Services
60
+ 3.35%
$129.87 - $162.87 $7.79K - $9.77K
1.85K $273K
MS
Morgan Stanley

Financial Services
138
+ 14.23%
$104.42 - $134.99 $14.4K - $18.6K
1.11K $139K
AVAV
Aero Vironment Inc

Industrials
250
New
$153.72 - $235.17 $38.4K - $58.8K
250 $38K
CTVA
Corteva, Inc.

Basic Materials
681
+ 59.37%
$55.21 - $64.13 $37.6K - $43.7K
1.83K $104K
APP
App Lovin Corp

Technology
115
New
$130.67 - $401.5 $15K - $46.2K
115 $37K
HOOD
Robinhood Markets, Inc.

Technology
1K
New
$22.33 - $43.2 $22.3K - $43.2K
1K $37K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
697
+ 7744.44%
$50.37 - $50.6 $35.1K - $35.3K
706 $35K
KSS
Kohls Corp

Consumer Cyclical
2.5K
New
$13.86 - $20.95 $34.7K - $52.4K
2.5K $35K
SOUN
Soundhound Ai, Inc.

Technology
100
+ 4.69%
$4.51 - $24.23 $451 - $2.42K
2.23K $44K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
44.5K
+ 199.7%
$22.01 - $66.82 $980K - $2.98M
66.8K $1.52M
KMI
Kinder Morgan, Inc.

Energy
366
+ 8.15%
$22.59 - $28.54 $8.27K - $10.4K
4.86K $133K
SLB
Schlumberger Limited

Energy
844
+ 468.89%
$36.83 - $45.59 $31.1K - $38.5K
1.02K $39K
DD
Du Pont De Nemours, Inc.

Basic Materials
592
+ 51.61%
$75.95 - $88.05 $45K - $52.1K
1.74K $132K
BDRY
ETF Managers Group Commodity Trust I

ETFs
5K
New
$5.71 - $10.27 $28.6K - $51.4K
5K $30K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
2K
New
$12.95 - $17.41 $25.9K - $34.8K
2K $29K
JBLU
Jetblue Airways Corp

Industrials
2.85K
+ 67.78%
$5.63 - $8.05 $16K - $22.9K
7.06K $55K
WFC
Wells Fargo & Company

Financial Services
219
+ 24.39%
$54.98 - $77.35 $12K - $16.9K
1.12K $78K
DG
Dollar General Corp

Consumer Defensive
361
+ 279.84%
$73.27 - $84.47 $26.5K - $30.5K
490 $37K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
800
+ 1777.78%
$32.82 - $45.55 $26.3K - $36.4K
845 $28K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
240
New
$87.56 - $119.8 $21K - $28.8K
240 $26K
IIPR
Innovative Industrial Properties Inc

Real Estate
400
New
$66.64 - $135.61 $26.7K - $54.2K
400 $26K
RSP
Invesco S&P 500 Equal Weight E

ETFs
176
+ 13.81%
$174.22 - $187.62 $30.7K - $33K
1.45K $254K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.43K
+ 67.29%
$19.11 - $20.04 $27.4K - $28.7K
3.56K $68K
ASML
Asml Holding Nv

Technology
60
+ 54.55%
$658.43 - $872.27 $39.5K - $52.3K
170 $117K
SYF
Synchrony Financial

Financial Services
400
New
$49.01 - $68.55 $19.6K - $27.4K
400 $26K
TJX
Tjx Companies Inc

Consumer Cyclical
208
New
$112.15 - $127.2 $23.3K - $26.5K
208 $25K
AI
C3.Ai, Inc.

Technology
200
+ 11.76%
$22.6 - $42.94 $4.52K - $8.59K
1.9K $65K
VIG
Vanguard Dividend Appreciation

ETFs
133
+ 15.78%
N/A
976 $177K
TOST
Toast, Inc.

Technology
14
+ 0.54%
$27.43 - $43.54 $384 - $610
2.59K $94K
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.19K
+ 4.73%
$35.95 - $36.76 $42.9K - $43.8K
26.4K $952K
ACHR
Archer Aviation Inc.

Industrials
2.19K
+ 1457.33%
$2.94 - $11.33 $6.43K - $24.8K
2.34K $22K
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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