Bogart Wealth, LLC Purchases in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGNC
Agnc Investment Corp.

Real Estate
1.2K
+ 141.18%
$9.12 - $10.54 $10.9K - $12.6K
2.05K $19K
HLI
Houlihan Lokey, Inc.

Financial Services
80
+ 111.11%
$154.43 - $187.4 $12.4K - $15K
152 $24K
TTWO
Take Two Interactive Software Inc

Communication Services
56
+ 329.41%
$178.61 - $217.95 $10K - $12.2K
73 $15K
FTNT
Fortinet, Inc.

Technology
112
+ 37.33%
$92.49 - $114.57 $10.4K - $12.8K
412 $39K
IWY
Ishares Tr Russell 200 Growth

ETFs
56
New
$210.19 - $243.33 $11.8K - $13.6K
56 $11K
BNDX
Vanguard Total International B

ETFs
223
+ 79.93%
$48.33 - $49.5 $10.8K - $11K
502 $24K
TLT
Ishares Barclays 20+ Year Trea

ETFs
122
New
$85.29 - $92.57 $10.4K - $11.3K
122 $11K
PLBY
Plby Group, Inc.

Consumer Cyclical
10K
New
$1.06 - $2.1 $10.6K - $21K
10K $11K
VAL
Valaris LTD

Energy
300
New
$32.85 - $49.52 $9.86K - $14.9K
300 $11K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
56
+ 5.74%
$63.07 - $73.5 $3.53K - $4.12K
1.03K $72K
CTVA
Corteva, Inc.

Basic Materials
10
+ 0.55%
$55.94 - $66.15 $559 - $662
1.84K $115K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1
+ 0.05%
$67.08 - $76.14 $67.1 - $76.1
2.02K $148K
CVNA
Carvana Co.

Consumer Cyclical
54
New
$166.52 - $285.33 $8.99K - $15.4K
54 $11K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.09%
$162.48 - $175.37 $162 - $175
1.08K $187K
MLPA
Global X Mlp ETF

ETFs
37
+ 1.76%
$49.83 - $54.53 $1.84K - $2.02K
2.14K $114K
MCK
Mckesson Corp

Healthcare
9
+ 20.45%
$566.21 - $672.99 $5.1K - $6.06K
53 $35K
NOW
Service Now, Inc.

Technology
17
+ 113.33%
$783.83 - $1170.39 $13.3K - $19.9K
32 $25K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
700
+ 82.84%
$25.0 - $39.76 $17.5K - $27.8K
1.55K $38K
JEPI
J P Morgan Exchange Traded Fd

ETFs
153
+ 13.18%
$56.17 - $59.71 $8.59K - $9.14K
1.31K $75K
HUBS
Hubspot Inc

Technology
17
+ 212.5%
$571.29 - $819.71 $9.71K - $13.9K
25 $14K
ELV
Elevance Health, Inc.

Healthcare
5
+ 5.15%
$365.9 - $436.25 $1.83K - $2.18K
102 $44K
PGR
Progressive Corp

Financial Services
32
+ 533.33%
$235.61 - $291.22 $7.54K - $9.32K
38 $10K
ADSK
Autodesk, Inc.

Technology
35
+ 74.47%
N/A
82 $20K
LUV
Southwest Airlines CO

Industrials
267
+ 45.1%
$28.18 - $34.84 $7.52K - $9.3K
859 $28K
MTZ
Mastec Inc

Industrials
84
New
$108.66 - $160.79 $9.13K - $13.5K
84 $9K
ALL
Allstate Corp

Financial Services
3
+ 0.52%
$180.99 - $210.18 $543 - $631
581 $120K
ALRM
Alarm.Com Holdings, Inc.

Technology
175
New
$55.65 - $63.82 $9.74K - $11.2K
175 $9K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
174
New
$46.18 - $47.84 $8.04K - $8.32K
174 $8K
JPEM
Jp Morgan Diversified Return

ETFs
155
New
$50.81 - $54.04 $7.88K - $8.38K
155 $8K
JCI
Johnson Controls International PLC

Industrials
95
+ 287.88%
$76.12 - $90.6 $7.23K - $8.61K
128 $10K
TYL
Tyler Technologies Inc

Technology
14
+ 155.56%
$553.41 - $646.74 $7.75K - $9.05K
23 $13K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.05%
$42.3 - $53.69 $42.3 - $53.7
2K $104K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
116
+ 9.93%
$48.43 - $49.9 $5.62K - $5.79K
1.28K $64K
IHDG
Wisdomtree Tr

ETFs
206
+ 3.23%
$43.4 - $47.51 $8.94K - $9.79K
6.58K $285K
BME
Black Rock Health Sciences Trust

Financial Services
194
+ 1021.05%
$37.49 - $41.0 $7.27K - $7.95K
213 $8K
OEF
Ishares S&P 100 ETF

ETFs
29
New
N/A
29 $7K
TWLO
Twilio Inc

Communication Services
72
New
$94.9 - $148.35 $6.83K - $10.7K
72 $7K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
225
New
$31.42 - $34.87 $7.07K - $7.85K
225 $7K
TMO
Thermo Fisher Scientific Inc.

Healthcare
17
+ 23.29%
$497.6 - $606.74 $8.46K - $10.3K
90 $44K
DRI
Darden Restaurants Inc

Consumer Cyclical
7
+ 2.33%
$180.02 - $208.56 $1.26K - $1.46K
308 $63K
CTAS
Cintas Corp

Industrials
13
+ 6.37%
$182.09 - $208.14 $2.37K - $2.71K
217 $44K
IDV
Ishares Tr

ETFs
1
+ 0.06%
$27.0 - $31.7 $27 - $31.7
1.81K $56K
KEYS
Keysight Technologies, Inc.

Technology
54
+ 75.0%
$148.16 - $185.11 $8K - $10K
126 $18K
AGZ
Ishares Agency Bond ETF

ETFs
67
+ 101.52%
$107.46 - $109.48 $7.2K - $7.34K
133 $14K
MRNA
Moderna, Inc.

Healthcare
293
+ 273.83%
$28.35 - $47.53 $8.31K - $13.9K
400 $11K
URI
United Rentals, Inc.

Industrials
12
New
$594.17 - $789.56 $7.13K - $9.47K
12 $7K
AMD
Advanced Micro Devices Inc

Technology
518
+ 19.99%
$96.63 - $129.55 $50.1K - $67.1K
3.11K $319K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
199
New
$39.97 - $48.7 $7.95K - $9.69K
199 $7K
MWA
Mueller Water Products, Inc.

Industrials
290
New
$21.65 - $28.24 $6.28K - $8.19K
290 $7K
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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