Bogart Wealth, LLC Purchases in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LDOS
Leidos Holdings, Inc.

Technology
57
+ 70.37%
$126.82 - $161.11 $7.23K - $9.18K
138 $18K
AON
Aon PLC

Financial Services
19
New
$348.44 - $409.32 $6.62K - $7.78K
19 $7K
AGX
Argan Inc

Industrials
50
New
$104.05 - $185.35 $5.2K - $9.27K
50 $6K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
207
New
$28.45 - $41.08 $5.89K - $8.5K
207 $6K
TLRY
Tilray Brands, Inc.

Healthcare
10K
+ 759.88%
$0.59 - $1.46 $5.9K - $14.6K
11.3K $7K
TSCO
Tractor Supply CO

Consumer Cyclical
81
+ 10.8%
$51.66 - $57.94 $4.18K - $4.69K
831 $45K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
39
+ 1.03%
$42.5 - $46.71 $1.66K - $1.82K
3.82K $172K
HES
Hess Corp

Energy
14
+ 11.86%
$135.42 - $160.52 $1.9K - $2.25K
132 $21K
GTLB
Gitlab Inc.

Technology
136
New
$47.0 - $73.14 $6.39K - $9.95K
136 $6K
LHX
L3 Harris Technologies, Inc.

Industrials
30
+ 24.19%
$194.65 - $222.86 $5.84K - $6.69K
154 $32K
PAYX
Paychex Inc

Industrials
10
+ 3.62%
$136.06 - $154.52 $1.36K - $1.55K
286 $44K
PSX
Phillips 66

Energy
32
+ 14.55%
$113.93 - $131.55 $3.65K - $4.21K
252 $31K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
51
+ 33.55%
$87.68 - $94.52 $4.47K - $4.82K
203 $19K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
84
+ 164.71%
$65.49 - $74.67 $5.5K - $6.27K
135 $9K
IYW
Ishares Dj Us Tech ETF

ETFs
48
+ 600.0%
$140.44 - $166.79 $6.74K - $8.01K
56 $7K
SCHO
Schwab Short Term Us Treasury

ETFs
201
+ 6.71%
$24.1 - $24.34 $4.84K - $4.89K
3.2K $77K
UGI
Ugi Corp

Utilities
55
+ 8.96%
$28.0 - $34.16 $1.54K - $1.88K
669 $22K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
17
+ 1.36%
$9.49 - $14.83 $161 - $252
1.27K $17K
MFM
Mfs Municipal Income Trust

Financial Services
1.11K
New
$5.3 - $5.59 $5.88K - $6.2K
1.11K $5K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
88
+ 15.22%
$49.25 - $50.66 $4.33K - $4.46K
666 $33K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
42
New
$125.01 - $201.52 $5.25K - $8.46K
42 $5K
KMB
Kimberly Clark Corp

Consumer Defensive
5
+ 1.25%
$124.46 - $147.4 $622 - $737
405 $57K
ODFL
Old Dominion Freight Line, Inc.

Industrials
27
+ 96.43%
$161.13 - $209.29 $4.35K - $5.65K
55 $9K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
244
+ 8.37%
$69.69 - $79.99 $17K - $19.5K
3.16K $225K
COLB
Columbia Banking System, Inc.

Financial Services
203
New
$23.89 - $28.84 $4.85K - $5.85K
203 $5K
CROX
Crocs, Inc.

Consumer Cyclical
50
New
$88.83 - $112.59 $4.44K - $5.63K
50 $5K
VOTE
Engine No 1 ETF Tr

ETFs
83
New
$64.6 - $72.12 $5.36K - $5.99K
83 $5K
DDOG
Datadog, Inc.

Technology
57
+ 285.0%
$98.68 - $151.89 $5.62K - $8.66K
77 $7K
IXUS
Ishares Tr

ETFs
60
+ 21.74%
$65.06 - $72.31 $3.9K - $4.34K
336 $23K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
91
New
$44.72 - $46.25 $4.07K - $4.21K
91 $4K
JACK
Jack In The Box Inc

Consumer Cyclical
200
+ 200.0%
$27.19 - $42.58 $5.44K - $8.52K
300 $8K
PINS
Pinterest, Inc.

Communication Services
111
+ 96.52%
$29.79 - $40.0 $3.31K - $4.44K
226 $7K
VERX
Vertex, Inc.

Technology
170
+ 129.77%
$31.15 - $58.95 $5.3K - $10K
301 $10K
SCCO
Southern Copper Corp

Basic Materials
28
+ 5.57%
$85.92 - $101.48 $2.41K - $2.84K
531 $49K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 21.57%
$232.43 - $265.13 $2.56K - $2.92K
62 $16K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
77
New
$53.35 - $58.68 $4.11K - $4.52K
77 $4K
PH
Parker Hannifin Corp

Industrials
8
+ 61.54%
$591.65 - $707.05 $4.73K - $5.66K
21 $12K
ETR
Entergy Corp

Utilities
40
+ 90.91%
$75.26 - $87.89 $3.01K - $3.52K
84 $7K
CNP
Centerpoint Energy Inc

Utilities
51
+ 13.6%
$30.87 - $36.25 $1.57K - $1.85K
426 $15K
AAP
Advance Auto Parts Inc

Consumer Cyclical
100
+ 476.19%
$33.63 - $49.79 $3.36K - $4.98K
121 $4K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
92
+ 38.82%
$46.53 - $53.12 $4.28K - $4.89K
329 $15K
EXC
Exelon Corp

Utilities
33
+ 17.93%
$37.3 - $46.08 $1.23K - $1.52K
217 $9K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
409
New
$8.25 - $8.79 $3.37K - $3.6K
409 $3K
DOCS
Doximity, Inc.

Healthcare
59
New
$49.71 - $83.14 $2.93K - $4.91K
59 $3K
NFG
National Fuel Gas CO

Energy
41
New
$60.71 - $79.19 $2.49K - $3.25K
41 $3K
NET
Cloudflare, Inc.

Technology
13
+ 6.5%
$110.71 - $176.5 $1.44K - $2.29K
213 $24K
ECL
Ecolab Inc.

Basic Materials
2
+ 1.64%
$229.72 - $269.82 $459 - $540
124 $31K
SHW
Sherwin Williams CO

Basic Materials
7
+ 43.75%
$330.16 - $365.55 $2.31K - $2.56K
23 $8K
ONON
On Holding Ag

Consumer Cyclical
150
+ 50.0%
$43.92 - $63.62 $6.59K - $9.54K
450 $19K
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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