Bogart Wealth, LLC Purchases in Q4 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
146
+ 1.58%
$118.38 - $133.06 $17.3K - $19.4K
9.37K $1.13M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
30
+ 55.56%
$229.83 - $258.46 $6.89K - $7.75K
84 $20K
PH
Parker Hannifin Corp

Industrials
13
New
$621.74 - $709.46 $8.08K - $9.22K
13 $8K
AES
Aes Corp

Utilities
741
+ 274.44%
$12.44 - $20.24 $9.22K - $15K
1.01K $13K
RTX
Raytheon Technologies Corp

Industrials
180
+ 7.6%
$114.45 - $127.21 $20.6K - $22.9K
2.55K $294K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3
+ 0.1%
$72.18 - $81.41 $217 - $244
2.92K $220K
LUV
Southwest Airlines CO

Industrials
214
+ 56.61%
$28.99 - $34.84 $6.2K - $7.46K
592 $19K
CPRT
Copart Inc

Consumer Cyclical
130
+ 52.0%
$51.36 - $63.8 $6.68K - $8.29K
380 $21K
DELL
Dell Technologies Inc.

Technology
100
+ 7.7%
$111.96 - $144.21 $11.2K - $14.4K
1.4K $161K
GE
General Electric CO

Industrials
100
+ 22.99%
$159.95 - $194.23 $16K - $19.4K
535 $89K
ES
Eversource Energy

Utilities
161
+ 54.95%
$55.9 - $67.73 $9K - $10.9K
454 $26K
GWW
W.W. Grainger, Inc.

Industrials
6
+ 13.33%
$1023.06 - $1220.93 $6.14K - $7.33K
51 $53K
IFF
International Flavors & Fragrances Inc

Basic Materials
83
New
$83.96 - $106.19 $6.97K - $8.81K
83 $7K
MUB
Ishares National Muni Bond ETF

ETFs
100
+ 6.34%
$105.78 - $108.7 $10.6K - $10.9K
1.68K $178K
INTU
Intuit Inc

Technology
11
+ 20.0%
$602.01 - $706.25 $6.62K - $7.77K
66 $41K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
15
+ 27.27%
$340.59 - $380.5 $5.11K - $5.71K
70 $25K
CI
Cigna Corp

Healthcare
28
New
$265.59 - $358.58 $7.44K - $10K
28 $7K
TOL
Toll Brothers, Inc.

Consumer Cyclical
66
+ 104.76%
$123.8 - $167.8 $8.17K - $11.1K
129 $16K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
92
+ 1.02%
$126.68 - $134.74 $11.7K - $12.4K
9.14K $1.17M
CNC
Centene Corp

Healthcare
132
New
$56.71 - $73.94 $7.49K - $9.76K
132 $7K
SONY
Sony Group Corp

Technology
776
+ 592.37%
$17.53 - $96.8 $13.6K - $75.1K
907 $19K
LYV
Live Nation Entertainment, Inc.

Communication Services
42
+ 37.5%
$109.06 - $140.54 $4.58K - $5.9K
154 $19K
JBBB
Janus Detroit Str Tr Henderson

ETFs
115
+ 11.32%
$48.59 - $49.45 $5.59K - $5.69K
1.13K $55K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
34.6K
+ 201.17%
$27.54 - $83.04 $952K - $2.87M
51.8K $1.43M
VST
Vistra Corp.

Utilities
47
New
$115.74 - $166.61 $5.44K - $7.83K
47 $6K
SAP
Sap Se

Technology
10
+ 4.41%
$218.13 - $255.54 $2.18K - $2.56K
237 $58K
MOD
Modine Manufacturing CO

Consumer Cyclical
54
New
$109.77 - $143.22 $5.93K - $7.73K
54 $6K
CBRE
Cbre Group, Inc.

Real Estate
30
+ 10.24%
$119.22 - $140.71 $3.58K - $4.22K
323 $42K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5
+ 62.5%
$1146.59 - $1270.6 $5.73K - $6.35K
13 $15K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
89
New
$74.68 - $81.45 $6.65K - $7.25K
89 $6K
EQIX
Equinix Inc

Real Estate
6
+ 85.71%
$865.69 - $985.0 $5.19K - $5.91K
13 $12K
JEPI
J P Morgan Exchange Traded Fd

ETFs
140
+ 13.71%
$57.53 - $60.83 $8.05K - $8.52K
1.16K $66K
ACGL
Arch Capital Group Ltd.

Financial Services
67
New
$88.71 - $114.86 $5.94K - $7.7K
67 $6K
ABT
Abbott Laboratories

Healthcare
64
+ 7.13%
$111.93 - $119.39 $7.16K - $7.64K
962 $108K
HBAN
Huntington Bancshares Inc

Financial Services
370
New
$14.18 - $18.2 $5.25K - $6.73K
370 $6K
LIT
Global X Fds Global X Lithium

ETFs
110
+ 733.33%
$40.78 - $48.97 $4.49K - $5.39K
125 $5K
PSA
Public Storage

Real Estate
19
New
$289.33 - $360.21 $5.5K - $6.84K
19 $5K
PCT
Pure Cycle Technologies, Inc.

Industrials
500
New
$8.81 - $14.3 $4.41K - $7.15K
500 $5K
ROK
Rockwell Automation, Inc

Industrials
17
+ 100.0%
$264.65 - $302.92 $4.5K - $5.15K
34 $9K
RPG
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.13%
$38.88 - $44.07 $117 - $132
2.36K $97K
CSGP
Costar Group, Inc.

Real Estate
85
+ 52.47%
$69.7 - $81.97 $5.92K - $6.97K
247 $17K
MNST
Monster Beverage Corp

Consumer Defensive
92
+ 97.87%
$49.24 - $56.38 $4.53K - $5.19K
186 $9K
WDAY
Workday, Inc.

Technology
21
New
$233.85 - $279.91 $4.91K - $5.88K
21 $5K
MLPA
Global X Mlp ETF

ETFs
39
+ 1.89%
$47.44 - $52.61 $1.85K - $2.05K
2.11K $104K
SHW
Sherwin Williams CO

Basic Materials
16
New
$338.75 - $399.71 $5.42K - $6.4K
16 $5K
VMC
Vulcan Materials CO

Basic Materials
19
+ 95.0%
$237.95 - $292.31 $4.52K - $5.55K
39 $10K
CC
Chemours CO

Basic Materials
357
+ 66.6%
$16.82 - $21.94 $6K - $7.83K
893 $15K
EQT
Eqt Corp

Energy
56
+ 22.86%
$35.62 - $46.89 $1.99K - $2.63K
301 $13K
VCTR
Victory Capital Holdings, Inc.

Financial Services
80
New
$54.76 - $72.24 $4.38K - $5.78K
80 $5K
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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