Bogart Wealth, LLC Purchases in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
131
New
$192.6 - $233.2 $25.2K - $30.5K
131 $25K
SBUX
Starbucks Corp

Consumer Cyclical
100
+ 4.52%
$91.75 - $115.81 $9.18K - $11.6K
2.31K $226K
JBBB
Janus Detroit Str Tr Henderson

ETFs
525
+ 46.42%
$48.34 - $49.66 $25.4K - $26.1K
1.66K $80K
IEMG
Ishares Inc

ETFs
448
+ 6.87%
N/A
6.97K $373K
SO
Southern CO

Utilities
97
+ 6.21%
$80.96 - $92.96 $7.85K - $9.02K
1.66K $152K
IGRO
Ishares Tr International Divid

ETFs
330
New
$66.91 - $73.87 $22.1K - $24.4K
330 $23K
UPST
Upstart Holdings, Inc.

Financial Services
500
New
$46.03 - $88.77 $23K - $44.4K
500 $23K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
335
+ 1.57%
$27.01 - $28.54 $9.05K - $9.56K
21.6K $604K
DG
Dollar General Corp

Consumer Defensive
184
+ 37.55%
$68.44 - $87.93 $12.6K - $16.2K
674 $59K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
738
+ 40.95%
$28.55 - $29.09 $21.1K - $21.5K
2.54K $73K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
35
+ 0.65%
$48.65 - $53.06 $1.7K - $1.86K
5.4K $280K
DOV
Dover Corp

Industrials
120
New
$174.65 - $206.43 $21K - $24.8K
120 $21K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
211
+ 30.14%
$78.97 - $85.82 $16.7K - $18.1K
911 $75K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
305
+ 60.52%
$65.27 - $71.18 $19.9K - $21.7K
809 $53K
EFV
Msci Eafe Value ETF

ETFs
299
+ 119.6%
$51.88 - $60.73 $15.5K - $18.2K
549 $32K
VTR
Ventas, Inc.

Real Estate
20
+ 1.09%
$56.9 - $70.47 $1.14K - $1.41K
1.86K $127K
UNP
Union Pacific Corp

Industrials
58
+ 10.51%
$225.21 - $254.42 $13.1K - $14.8K
610 $144K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
359
+ 12.77%
$42.4 - $44.11 $15.2K - $15.8K
3.17K $138K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
343
+ 59.24%
$53.6 - $58.97 $18.4K - $20.2K
922 $50K
IVR
Invesco Mortgage Capital Inc.

Real Estate
2.31K
New
$7.6 - $8.96 $17.6K - $20.7K
2.31K $18K
MGV
Vanguard Mega Cap Value

ETFs
139
+ 69.15%
$123.61 - $133.01 $17.2K - $18.5K
340 $43K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
200
New
$91.76 - $103.26 $18.4K - $20.7K
200 $18K
PLD
Prologis, Inc.

Real Estate
150
+ 56.18%
$103.59 - $124.04 $15.5K - $18.6K
417 $46K
CRS
Carpenter Technology Corp

Industrials
100
New
$172.39 - $212.53 $17.2K - $21.3K
100 $18K
EARN
Ellington Residential Mortgage Reit

Real Estate
3.2K
New
$5.41 - $6.82 $17.3K - $21.8K
3.2K $17K
VCIT
Vanguard Intermediate Term Cor

ETFs
189
+ 17.68%
$79.17 - $82.04 $15K - $15.5K
1.26K $102K
IWD
Ishares Russell 1000 Val ETF

ETFs
12
+ 0.25%
$182.82 - $196.21 $2.19K - $2.35K
4.8K $902K
VT
Vanguard Total World Stk Index

ETFs
162
+ 14.59%
$115.08 - $123.97 $18.6K - $20.1K
1.27K $147K
KR
Kroger CO

Consumer Defensive
9
+ 0.38%
$58.36 - $67.72 $525 - $609
2.38K $161K
CGUS
Capital Group Core Equity ETF
514
New
$33.08 - $36.62 $17K - $18.8K
514 $17K
SJNK
Spdr Bloomberg Short Term High

ETFs
823
+ 2.27%
$25.08 - $25.64 $20.6K - $21.1K
37K $931K
WFC
Wells Fargo & Company

Financial Services
196
+ 17.55%
$66.78 - $81.42 $13.1K - $16K
1.31K $94K
APD
Air Products & Chemicals, Inc.

Basic Materials
53
+ 28.34%
$283.24 - $338.07 $15K - $17.9K
240 $70K
CB
Chubb LTD

Financial Services
45
+ 44.12%
$257.71 - $301.99 $11.6K - $13.6K
147 $44K
FCX
Freeport Mcmoran Inc

Basic Materials
408
+ 53.26%
$34.5 - $43.01 $14.1K - $17.5K
1.17K $44K
GPS
Gap Inc

Consumer Cyclical
780
New
N/A
780 $15K
VOT
Vanguard Mid Cap Growth Index

ETFs
60
+ 109.09%
$237.72 - $276.98 $14.3K - $16.6K
115 $28K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
200
+ 555.56%
$67.03 - $74.61 $13.4K - $14.9K
236 $16K
ALB
Albemarle Corp

Basic Materials
307
+ 51.08%
$69.95 - $97.49 $21.5K - $29.9K
908 $65K
SAP
Sap Se

Technology
34
+ 14.35%
$241.4 - $293.69 $8.21K - $9.99K
271 $72K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
297
+ 23.26%
$44.41 - $45.98 $13.2K - $13.7K
1.57K $71K
TT
Trane Technologies PLC

Industrials
46
+ 97.87%
$332.0 - $400.86 $15.3K - $18.4K
93 $31K
GOGL
Golden Ocean Group LTD

Industrials
1.8K
New
$7.66 - $10.06 $13.8K - $18.1K
1.8K $14K
VFH
Vanguard Financial ETF

ETFs
50
+ 0.89%
$114.07 - $127.34 $5.7K - $6.37K
5.67K $677K
MDT
Medtronic PLC

Healthcare
30
+ 2.71%
$79.84 - $94.5 $2.4K - $2.84K
1.14K $101K
XLI
Industrial Sector Spdr

ETFs
100
+ 113.64%
$128.78 - $141.67 $12.9K - $14.2K
188 $24K
ITA
Ishares Tr

ETFs
83
+ 8300.0%
$144.84 - $159.5 $12K - $13.2K
84 $12K
HRB
H&R Block Inc

Consumer Cyclical
200
+ 42.92%
$49.96 - $55.97 $9.99K - $11.2K
666 $36K
USAC
Usa Compression Partners, LP

Energy
400
+ 200.0%
$23.75 - $29.24 $9.5K - $11.7K
600 $16K
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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