Bogart Wealth, LLC Purchases in Q3 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
121
+ 212.28%
$116.79 - $133.54 $14.1K - $16.2K
178 $23K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
28
+ 2.4%
$111.9 - $124.28 $3.13K - $3.48K
1.19K $147K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
287
+ 40.71%
$47.18 - $48.74 $13.5K - $14K
992 $48K
HSY
Hershey CO

Consumer Defensive
6
+ 0.39%
$182.45 - $203.25 $1.09K - $1.22K
1.56K $298K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
378
+ 20.8%
$42.59 - $60.56 $16.1K - $22.9K
2.2K $110K
SCHX
Schwab Strategic Tr Us Large C

ETFs
91
+ 4.13%
$61.11 - $67.85 $5.56K - $6.17K
2.29K $155K
GE
General Electric CO

Industrials
1
+ 0.23%
$156.66 - $189.66 $157 - $190
435 $82K
SWK
Stanley Black & Decker, Inc.

Industrials
3
+ 0.63%
$77.75 - $110.17 $233 - $331
480 $52K
IYF
Ishares Tr

ETFs
106
+ 34.19%
$93.83 - $105.05 $9.95K - $11.1K
416 $43K
HLLY
Holley Inc.

Consumer Cyclical
5K
New
$2.9 - $4.06 $14.5K - $20.3K
5K $14K
ARRY
Array Technologies, Inc.

Technology
2K
New
$5.69 - $11.76 $11.4K - $23.5K
2K $13K
UAL
United Airlines Holdings, Inc.

Industrials
12
+ 0.83%
$37.88 - $58.85 $455 - $706
1.46K $83K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
958
+ 399.17%
$11.31 - $11.96 $10.8K - $11.5K
1.2K $14K
KMI
Kinder Morgan, Inc.

Energy
102
+ 2.33%
$19.72 - $22.22 $2.01K - $2.27K
4.49K $99K
XLF
Financial Sector Spdr

ETFs
24
+ 0.99%
$40.84 - $45.74 $980 - $1.1K
2.45K $110K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
945
New
$11.72 - $12.38 $11.1K - $11.7K
945 $11K
SPTL
Spdr Portfolio Long Term Treas

ETFs
358
+ 1556.52%
$26.69 - $29.87 $9.56K - $10.7K
381 $11K
CODI
Compass Diversified Holdings

Industrials
500
New
$20.23 - $24.06 $10.1K - $12K
500 $11K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
440
+ 15.71%
$49.83 - $62.75 $21.9K - $27.6K
3.24K $186K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
1.1K
New
$10.1 - $10.68 $11.1K - $11.7K
1.1K $11K
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 0.28%
$82.97 - $98.97 $166 - $198
726 $70K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
176
+ 15.99%
$44.65 - $47.21 $7.86K - $8.31K
1.28K $59K
XLG
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.14%
$42.54 - $47.97 $340 - $384
5.85K $277K
WHR
Whirlpool Corp

Consumer Cyclical
92
+ 230.0%
$90.25 - $112.34 $8.3K - $10.3K
132 $14K
IEMG
Ishares Inc

ETFs
158
+ 2.56%
$53.64 - $53.64 $8.48K - $8.48K
6.32K $339K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
114
+ 300.0%
$83.76 - $91.82 $9.55K - $10.5K
152 $13K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
342
+ 240.85%
$26.01 - $27.41 $8.9K - $9.37K
484 $13K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
99
+ 190.38%
$91.37 - $101.65 $9.05K - $10.1K
151 $15K
IWS
Ishares Russell Midcap Value E

ETFs
66
+ 48.18%
$119.52 - $132.25 $7.89K - $8.73K
203 $26K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
66
+ 14.57%
$87.56 - $95.49 $5.78K - $6.3K
519 $49K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.07%
$125.95 - $139.96 $126 - $140
1.45K $202K
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
769
New
$11.92 - $13.07 $9.17K - $10.1K
769 $9K
ED
Consolidated Edison Inc

Utilities
73
+ 221.21%
$88.42 - $104.97 $6.45K - $7.66K
106 $11K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
529
New
$17.02 - $18.39 $9K - $9.73K
529 $9K
TOL
Toll Brothers, Inc.

Consumer Cyclical
63
New
$109.16 - $155.35 $6.88K - $9.79K
63 $9K
DOW
Dow Inc.

Basic Materials
128
+ 8.79%
$50.15 - $55.41 $6.42K - $7.09K
1.59K $86K
ITM
Vaneck Intermediate Muni ETF

ETFs
173
New
$45.67 - $47.0 $7.9K - $8.13K
173 $8K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
142
+ 3.06%
$22.38 - $23.66 $3.18K - $3.36K
4.79K $112K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
200
New
$33.88 - $42.82 $6.78K - $8.56K
200 $8K
WSO
Watsco Inc

Industrials
14
+ 38.89%
$448.73 - $519.89 $6.28K - $7.28K
50 $24K
VLUE
Ishares Msci Usa Value Factor

ETFs
70
+ 205.88%
$99.14 - $109.18 $6.94K - $7.64K
104 $11K
KHC
Kraft Heinz CO

Consumer Defensive
112
+ 8.33%
$31.86 - $36.13 $3.57K - $4.05K
1.46K $51K
JACK
Jack In The Box Inc

Consumer Cyclical
200
+ 53.19%
$41.98 - $60.07 $8.4K - $12K
576 $26K
SYY
Sysco Corp

Consumer Defensive
1
+ 0.1%
$69.16 - $78.98 $69.2 - $79
976 $76K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
34
+ 1.35%
$56.04 - $62.99 $1.91K - $2.14K
2.56K $156K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
63
+ 14.69%
$75.88 - $83.21 $4.78K - $5.24K
492 $40K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
79
+ 29.92%
$69.61 - $79.56 $5.5K - $6.29K
343 $26K
TXN
Texas Instruments Inc

Technology
24
+ 0.08%
$194.6 - $194.6 $4.67K - $4.67K
30.7K $5.98M
LQD
Ishares Iboxx $ Investment Gra

ETFs
45
+ 22.17%
$106.11 - $113.72 $4.77K - $5.12K
248 $28K
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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