Bogart Wealth, LLC Purchases in Q4 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MAR
Marriott International Inc

Consumer Cyclical
4
+ 3.48%
$246.06 - $292.59 $984 - $1.17K
119 $33K
IYY
Ishares Tr

ETFs
30
+ 75.0%
$138.14 - $149.13 $4.14K - $4.47K
70 $10K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.21%
$47.46 - $65.77 $47.5 - $65.8
483 $29K
TSN
Tyson Foods, Inc.

Consumer Defensive
100
+ 97.09%
$57.14 - $64.54 $5.71K - $6.45K
203 $11K
IWR
Ishares Russell Mid Cap ETF

ETFs
57
+ 3.39%
$87.25 - $95.52 $4.97K - $5.44K
1.74K $153K
FAST
Fastenal CO

Industrials
75
+ 122.95%
$69.99 - $84.35 $5.25K - $6.33K
136 $9K
VTWO
Vanguard Russell 2000 ETF

ETFs
57
+ 1.3%
$87.42 - $98.06 $4.98K - $5.59K
4.45K $397K
FDVV
Fidelity High Dividend ETF

ETFs
101
+ 101.0%
$49.66 - $52.63 $5.02K - $5.32K
201 $10K
ALC
Alcon Inc

Healthcare
73
+ 101.39%
$83.87 - $99.15 $6.12K - $7.24K
145 $12K
TDG
Trans Digm Group Inc

Industrials
5
+ 62.5%
$1239.0 - $1442.53 $6.2K - $7.21K
13 $16K
HIG
Hartford Financial Services Group, Inc.

Financial Services
38
New
$107.06 - $123.74 $4.07K - $4.7K
38 $4K
PLMR
Palomar Holdings, Inc.

Financial Services
42
New
$88.38 - $112.17 $3.71K - $4.71K
42 $4K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
30
New
$124.55 - $167.32 $3.74K - $5.02K
30 $4K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
34
New
$107.0 - $142.46 $3.64K - $4.84K
34 $4K
MKL
Markel Corp

Financial Services
2
+ 22.22%
$1542.01 - $1785.11 $3.08K - $3.57K
11 $18K
MLI
Mueller Industries Inc

Industrials
58
New
$71.2 - $95.34 $4.13K - $5.53K
58 $4K
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 17.65%
$471.27 - $550.62 $2.83K - $3.3K
40 $20K
IEFA
Ishares Tr

ETFs
336
+ 13.87%
$70.06 - $77.43 $23.5K - $26K
2.76K $193K
TDC
Teradata Corp

Technology
152
+ 220.29%
$28.47 - $33.38 $4.33K - $5.07K
221 $6K
STRL
Sterling Construction CO Inc

Industrials
28
New
$142.94 - $199.03 $4K - $5.57K
28 $4K
SITM
Sitime Corp

Technology
19
New
$168.25 - $261.03 $3.2K - $4.96K
19 $4K
WTFC
Wintrust Financial Corp

Financial Services
38
New
$104.15 - $138.5 $3.96K - $5.26K
38 $4K
AIT
Applied Industrial Technologies Inc

Industrials
20
New
$220.05 - $280.49 $4.4K - $5.61K
20 $4K
BDC
Belden Inc.

Technology
38
New
$112.15 - $131.43 $4.26K - $4.99K
38 $4K
BRO
Brown & Brown, Inc.

Financial Services
49
New
$100.93 - $113.42 $4.95K - $5.56K
49 $4K
FSS
Federal Signal Corp

Industrials
44
New
$81.56 - $99.7 $3.59K - $4.39K
44 $4K
CNHI
Cnh Industrial N.V.

Industrials
471
New
N/A
471 $4K
CHWY
Chewy, Inc.

Consumer Cyclical
96
+ 112.94%
$26.51 - $35.87 $2.54K - $3.44K
181 $6K
NPO
Enpro Industries, Inc

Industrials
24
New
$145.61 - $195.16 $3.49K - $4.68K
24 $4K
CASY
Caseys General Stores Inc

Consumer Cyclical
9
+ 50.0%
$366.65 - $427.88 $3.3K - $3.85K
27 $10K
CLH
Clean Harbors Inc

Industrials
15
New
$228.61 - $263.39 $3.43K - $3.95K
15 $3K
CFG
Citizens Financial Group Inc

Financial Services
83
New
$39.92 - $48.46 $3.31K - $4.02K
83 $3K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
21
+ 13.91%
$100.18 - $109.1 $2.1K - $2.29K
172 $18K
ARES
Ares Management Corp

Financial Services
12
+ 26.67%
$153.38 - $183.7 $1.84K - $2.2K
57 $10K
VOT
Vanguard Mid Cap Growth Index

ETFs
10
+ 22.22%
$241.48 - $274.89 $2.41K - $2.75K
55 $13K
DEO
Diageo PLC

Consumer Defensive
30
+ 35.71%
$118.0 - $139.88 $3.54K - $4.2K
114 $14K
APG
A Pi Group Corp

Industrials
86
New
$31.48 - $39.26 $2.71K - $3.38K
86 $3K
KAI
Kadant Inc

Industrials
10
New
$316.45 - $422.93 $3.16K - $4.23K
10 $3K
CAE
Cae Inc

Industrials
133
New
$17.6 - $25.38 $2.34K - $3.38K
133 $3K
ITGR
Integer Holdings Corp

Healthcare
28
New
$124.32 - $141.16 $3.48K - $3.95K
28 $3K
ENSG
Ensign Group, Inc

Healthcare
30
New
$132.78 - $156.91 $3.98K - $4.71K
30 $3K
TYL
Tyler Technologies Inc

Technology
5
+ 125.0%
$576.64 - $635.69 $2.88K - $3.18K
9 $5K
AVB
Avalonbay Communities Inc

Real Estate
14
+ 116.67%
$216.28 - $237.81 $3.03K - $3.33K
26 $5K
GOLD
Barrick Gold Corp

Basic Materials
2.02K
+ 31.83%
$15.23 - $21.19 $30.8K - $42.9K
8.38K $129K
MMSI
Merit Medical Systems Inc

Healthcare
34
New
$93.76 - $105.52 $3.19K - $3.59K
34 $3K
ESE
Esco Technologies Inc

Technology
24
New
$120.68 - $151.38 $2.9K - $3.63K
24 $3K
PFGC
Performance Food Group CO

Consumer Defensive
44
New
$78.03 - $90.57 $3.43K - $3.99K
44 $3K
EFA
Ishares Tr Msci Eafe ETF

ETFs
147
+ 14.67%
$75.1 - $82.99 $11K - $12.2K
1.15K $86K
TDY
Teledyne Technologies Inc

Technology
7
New
$436.59 - $489.24 $3.06K - $3.42K
7 $3K
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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