Bogart Wealth, LLC Purchases in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IFRA
Ishares Tr

ETFs
70
New
$44.8 - $49.25 $3.14K - $3.45K
70 $3K
HSY
Hershey CO

Consumer Defensive
4
+ 0.24%
$144.74 - $186.36 $579 - $745
1.67K $285K
AFL
Aflac Inc

Financial Services
5
+ 1.72%
$100.99 - $111.19 $505 - $556
295 $32K
TER
Teradyne, Inc

Technology
40
New
$82.6 - $140.0 $3.3K - $5.6K
40 $3K
SCHW
Schwab Charles Corp

Financial Services
26
+ 9.42%
$71.24 - $83.64 $1.85K - $2.17K
302 $23K
EMLP
First Tr Exchange Traded Iv

ETFs
93
New
$35.79 - $38.28 $3.33K - $3.56K
93 $3K
IMO
Imperial Oil LTD

Energy
54
New
$62.41 - $73.34 $3.37K - $3.96K
54 $3K
SMR
Nuscale Power Corp

Industrials
250
+ 125.0%
$14.16 - $29.08 $3.54K - $7.27K
450 $6K
CRSP
Crispr Therapeutics Ag

Healthcare
100
New
$34.03 - $53.02 $3.4K - $5.3K
100 $3K
AEE
Ameren Corp

Utilities
5
+ 2.5%
$86.87 - $103.67 $434 - $518
205 $20K
NSC
Norfolk Southern Corp

Industrials
5
+ 2.27%
$227.69 - $259.76 $1.14K - $1.3K
225 $53K
BBAX
J P Morgan Betabuilders Develo

ETFs
44
New
$48.21 - $51.59 $2.12K - $2.27K
44 $2K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
64
+ 2.02%
$54.25 - $57.64 $3.47K - $3.69K
3.24K $178K
CRL
Charles River Laboratories International, Inc.

Healthcare
14
New
$150.52 - $190.14 $2.11K - $2.66K
14 $2K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
59
+ 59.0%
$30.38 - $34.94 $1.79K - $2.06K
159 $5K
BLDR
Builders First Source, Inc.

Industrials
21
New
$122.8 - $173.51 $2.58K - $3.64K
21 $2K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
36
New
$55.23 - $64.6 $1.99K - $2.33K
36 $2K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
33
New
$69.15 - $74.69 $2.28K - $2.46K
33 $2K
GLDM
World Gold Trust

ETFs
18
+ 10.34%
$52.19 - $61.89 $939 - $1.11K
192 $11K
CBOE
Cboe Global Markets, Inc.

Financial Services
2
+ 5.13%
$190.84 - $226.29 $382 - $453
41 $9K
BAX
Baxter International Inc

Healthcare
15
+ 6.3%
$29.26 - $36.57 $439 - $549
253 $8K
ES
Eversource Energy

Utilities
8
+ 1.76%
$55.63 - $63.8 $445 - $510
462 $28K
UDR
Udr, Inc.

Real Estate
11
+ 2.2%
$40.09 - $46.04 $441 - $506
511 $23K
ABC
Amerisourcebergen Corp

Healthcare
9
+ 1.47%
N/A
622 $115K
UL
Unilever PLC

Consumer Defensive
3
+ 0.45%
$54.72 - $60.29 $164 - $181
676 $40K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14
+ 0.68%
$91.45 - $91.75 $1.28K - $1.28K
2.08K $191K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
39
New
$68.07 - $78.99 $2.65K - $3.08K
39 $2K
RDW
Redwire Corp

Industrials
340
New
$8.29 - $25.66 $2.82K - $8.72K
340 $2K
CAH
Cardinal Health Inc

Healthcare
8
+ 15.69%
$118.02 - $137.77 $944 - $1.1K
59 $8K
QBTS
D Wave Quantum Inc.

Technology
305
+ 610.0%
$3.83 - $11.18 $1.17K - $3.41K
355 $2K
ABNB
Airbnb, Inc.

Consumer Cyclical
19
+ 105.56%
$119.38 - $161.42 $2.27K - $3.07K
37 $4K
PCTY
Paylocity Holding Corp

Technology
7
+ 35.0%
$183.21 - $217.86 $1.28K - $1.53K
27 $5K
WY
Weyerhaeuser CO

Real Estate
33
+ 8.46%
$27.29 - $31.39 $901 - $1.04K
423 $12K
DOCU
Docusign, Inc.

Technology
38
+ 41.76%
$74.7 - $97.7 $2.84K - $3.71K
129 $10K
RELX
Relx PLC

Communication Services
6
+ 1.84%
$45.34 - $51.91 $272 - $311
332 $16K
PFG
Principal Financial Group Inc

Financial Services
6
+ 2.0%
$76.34 - $89.04 $458 - $534
306 $25K
IR
Ingersoll Rand Inc.

Industrials
27
New
$79.44 - $94.23 $2.14K - $2.54K
27 $2K
PSA
Public Storage

Real Estate
7
+ 36.84%
$288.99 - $313.98 $2.02K - $2.2K
26 $7K
INTU
Intuit Inc

Technology
5
+ 7.58%
$555.63 - $630.23 $2.78K - $3.15K
71 $43K
DLB
Dolby Laboratories, Inc.

Industrials
24
+ 80.0%
$76.37 - $87.32 $1.83K - $2.1K
54 $4K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
61
+ 17.04%
$36.63 - $37.45 $2.23K - $2.28K
419 $15K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
4
+ 12.9%
$233.07 - $290.7 $932 - $1.16K
35 $9K
HEI
Heico Corp

Industrials
2
+ 4.44%
$219.6 - $270.85 $439 - $542
47 $12K
EBAY
Ebay Inc

Consumer Cyclical
7
+ 6.25%
$61.61 - $70.93 $431 - $497
119 $8K
AMP
Ameriprise Financial Inc

Financial Services
5
+ 166.67%
$472.29 - $575.13 $2.36K - $2.88K
8 $3K
WBD
Warner Bros. Discovery, Inc.

Communication Services
122
+ 4.72%
$9.47 - $11.46 $1.16K - $1.4K
2.71K $29K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
13
+ 18.57%
$333.37 - $384.99 $4.33K - $5K
83 $27K
RS
Reliance Steel & Aluminum CO

Basic Materials
2
+ 33.33%
$266.61 - $302.66 $533 - $605
8 $2K
EXPE
Expedia Group, Inc.

Consumer Cyclical
3
+ 20.0%
$157.11 - $206.52 $471 - $620
18 $3K
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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