Bogart Wealth, LLC Purchases in Q3 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
1
+ 0.03%
$62.5 - $75.15 $62.5 - $75.2
3.85K $284K
IEFA
Ishares Tr

ETFs
376
+ 18.37%
$70.09 - $78.74 $26.4K - $29.6K
2.42K $189K
VB
Vanguard Small Cap ETF

ETFs
11
+ 0.57%
$214.77 - $237.72 $2.36K - $2.61K
1.94K $460K
VO
Vanguard Mid Cap ETF

ETFs
44
+ 3.46%
$237.84 - $263.83 $10.5K - $11.6K
1.32K $346K
BMY
Bristol Myers Squibb CO

Healthcare
24
+ 0.68%
$39.66 - $51.75 $952 - $1.24K
3.53K $182K
AEP
American Electric Power CO Inc

Utilities
80
+ 4.29%
$87.11 - $104.95 $6.97K - $8.4K
1.95K $199K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
865
New
$37.39 - $42.2 $32.3K - $36.5K
865 $36K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
65
+ 1.64%
$77.02 - $85.06 $5.01K - $5.53K
4.03K $340K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
45
+ 0.6%
$57.32 - $62.65 $2.58K - $2.82K
7.61K $474K
USB
Us Bancorp \De\

Financial Services
21
+ 0.41%
$39.04 - $47.23 $820 - $992
5.13K $234K
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 0.31%
$181.06 - $197.17 $1.09K - $1.18K
1.93K $380K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.05%
$29.24 - $45.37 $29.2 - $45.4
2K $90K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
559
+ 2942.11%
$49.93 - $51.15 $27.9K - $28.6K
578 $29K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
468
+ 17.54%
$38.03 - $42.06 $17.8K - $19.7K
3.14K $131K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2K
+ 571.43%
$13.31 - $15.65 $26.6K - $31.3K
2.35K $33K
IWM
Ishares Russell 2000 ETF

ETFs
89
+ 19.6%
$200.87 - $224.6 $17.9K - $20K
543 $119K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
160
+ 2.1%
$33.88 - $36.77 $5.42K - $5.88K
7.78K $284K
VBK
Vanguard Small Cap Growth ETF

ETFs
12
+ 0.88%
$240.48 - $267.94 $2.89K - $3.22K
1.38K $367K
IWR
Ishares Russell Mid Cap ETF

ETFs
181
+ 12.07%
$79.92 - $88.19 $14.5K - $16K
1.68K $148K
VBR
Vanguard Small Cap Value ETF

ETFs
17
+ 1.36%
$179.99 - $201.6 $3.06K - $3.43K
1.27K $253K
JBLU
Jetblue Airways Corp

Industrials
4K
+ 1951.22%
$4.57 - $6.66 $18.3K - $26.6K
4.21K $27K
HRB
H&R Block Inc

Consumer Cyclical
400
+ 606.06%
$52.99 - $66.6 $21.2K - $26.6K
466 $29K
O
Realty Income Corp

Real Estate
1
+ 0.04%
$52.36 - $63.42 $52.4 - $63.4
2.49K $157K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
93
+ 2.31%
$96.25 - $101.98 $8.95K - $9.48K
4.12K $416K
SO
Southern CO

Utilities
80
+ 5.45%
$77.0 - $90.52 $6.16K - $7.24K
1.55K $139K
IBDV
Ishares Tr

Technology
909
+ 15.95%
$21.11 - $22.24 $19.2K - $20.2K
6.61K $146K
VTR
Ventas, Inc.

Real Estate
14
+ 0.77%
$50.88 - $65.33 $712 - $915
1.83K $117K
CCI
Crown Castle International Corp

Real Estate
12
+ 1.11%
$95.29 - $120.24 $1.14K - $1.44K
1.1K $130K
TRNS
Transcat Inc

Industrials
200
New
$107.6 - $144.07 $21.5K - $28.8K
200 $24K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
828
+ 14.79%
$23.63 - $24.42 $19.6K - $20.2K
6.43K $156K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
789
+ 14.67%
$24.62 - $25.59 $19.4K - $20.2K
6.17K $157K
XLK
Technology Sector Spdr

ETFs
110
+ 36.54%
$197.34 - $237.68 $21.7K - $26.1K
411 $92K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
857
+ 15.17%
$22.51 - $23.57 $19.3K - $20.2K
6.51K $152K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
43
+ 2.46%
$105.53 - $118.34 $4.54K - $5.09K
1.79K $209K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
110
+ 84.62%
$138.85 - $182.81 $15.3K - $20.1K
240 $42K
BR
Broadridge Financial Solutions, Inc.

Technology
96
+ 384.0%
$196.56 - $218.55 $18.9K - $21K
121 $26K
VT
Vanguard Total World Stk Index

ETFs
121
+ 10.98%
$107.72 - $119.96 $13K - $14.5K
1.22K $146K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
802
+ 14.99%
$24.78 - $25.11 $19.9K - $20.1K
6.15K $154K
PFF
Ishares Trust Ishares Pfd And

ETFs
471
+ 13.25%
$31.18 - $33.5 $14.7K - $15.8K
4.03K $133K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
180
+ 400.0%
$114.73 - $120.23 $20.7K - $21.6K
225 $26K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
831
+ 14.91%
$23.75 - $23.75 $19.7K - $19.7K
6.41K $152K
PLTR
Palantir Technologies Inc.

Technology
69
+ 4.93%
$24.09 - $37.95 $1.66K - $2.62K
1.47K $54K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
78
+ 16.85%
$175.46 - $203.3 $13.7K - $15.9K
541 $109K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.09%
$151.63 - $169.74 $152 - $170
1.07K $181K
DIS
Walt Disney CO

Communication Services
253
+ 11.79%
$85.6 - $98.61 $21.7K - $24.9K
2.4K $230K
EFA
Ishares Tr Msci Eafe ETF

ETFs
168
+ 20.14%
$75.32 - $84.37 $12.7K - $14.2K
1K $83K
NEXT
Next Decade Corp.

Energy
4K
New
$4.37 - $8.32 $17.5K - $33.3K
4K $18K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
658
New
$25.38 - $26.27 $16.7K - $17.3K
658 $17K
KR
Kroger CO

Consumer Defensive
1
+ 0.04%
$50.43 - $57.3 $50.4 - $57.3
2.35K $134K
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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