Bogart Wealth, LLC Purchases in Q3 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WCC
Wesco International Inc

Industrials
0
New
$149.47 - $183.24 $0 - $0
0 $0
Vitesse Energy Inc Common Stock
205
+ 47.13%
N/A
640 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2
+ 66.67%
$150.01 - $182.29 $300 - $365
5 $0
Super Micro Computer Inc Com New
100
New
N/A
100 $0
TNL
Travel & Leisure Co.

Consumer Cyclical
0
New
$40.55 - $49.87 $0 - $0
0 $0
LLY
Eli Lilly & CO

Healthcare
8
+ 2.31%
$772.14 - $960.02 $6.18K - $7.68K
355 $314K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
4
+ 0.66%
N/A
609 $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
7
+ 0.14%
N/A
5.18K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
2
+ 0.64%
N/A
314 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
12
+ 0.11%
N/A
10.9K $0
Ishares Bitcoin Trust ETF
1K
+ 76.16%
N/A
2.31K $0
CLSK
Cleanspark, Inc.

Technology
50
+ 50.0%
$8.09 - $19.79 $405 - $990
150 $1K
CHWY
Chewy, Inc.

Consumer Cyclical
3
+ 3.66%
$22.22 - $32.67 $66.7 - $98
85 $2K
Ishares Ethereum Trust ETF
460
New
N/A
460 $0
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1
+ 0.03%
$23.13 - $23.43 $23.1 - $23.4
3.12K $72K
EPHE
Ishares Msci Philippines ETF

ETFs
8
+ 66.67%
$24.03 - $29.93 $192 - $239
20 $0
ITT
Itt Inc.

Industrials
0
New
$125.05 - $150.55 $0 - $0
0 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
8
+ 6.45%
$31.95 - $38.02 $256 - $304
132 $4K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
0
New
$7.06 - $7.82 $0 - $0
0 $0
PIN
Invesco India ETF Trust India
190
+ 10.34%
N/A
2.03K $0
IEP
Icahn Enterprises L.P.

Industrials
16
+ 7.58%
$10.02 - $17.78 $160 - $284
227 $3K
DFSV
Dimensional ETF Tr Dimensional

ETFs
3
New
$28.25 - $31.7 $84.8 - $95.1
3 $0
F&G Annuities & Life Inc Common Stock
5
New
N/A
5 $0
Fidelity Enhanced International ETF
660
+ 804.88%
N/A
742 $0
FHN
First Horizon Corp

Financial Services
0
New
$14.63 - $17.45 $0 - $0
0 $0
GATX
Gatx Corp

Industrials
0
New
$130.67 - $150.26 $0 - $0
0 $0
Ge Vernova Inc Com
18
+ 17.48%
N/A
121 $0
GM
General Motors CO

Consumer Cyclical
25
+ 2.74%
$39.95 - $49.9 $999 - $1.25K
937 $42K
Grayscale Bitcoin Mini Trust (Btc)
1.82K
New
N/A
1.82K $0
Grayscale Ethereum Mini Trust (Eth)
3.31K
New
N/A
3.31K $0
Grayscale Ethereum Trust (Eth)
3.31K
New
N/A
3.31K $0
Gsk PLC Sponsored Adr
662
+ 98.66%
N/A
1.33K $0
HEIA
Heico Crp Cl A
34
+ 113.33%
N/A
64 $0
HI
Hillenbrand, Inc.

Industrials
22
New
$26.35 - $45.14 $580 - $993
22 $0
Lam Research Corp Com New
155
New
N/A
155 $0
M
Macy'S, Inc.

Consumer Cyclical
0
New
$14.31 - $19.64 $0 - $0
0 $0
PCH
Potlatchdeltic Corp

Real Estate
1
+ 3.13%
$37.5 - $46.09 $37.5 - $46.1
33 $1K
Blackrock Inc Com
15.6K
New
N/A
15.6K $0
Nikola Corp Com New
100
New
N/A
100 $0
Roundhill Magnificent Seven ETF
446
New
N/A
446 $0
Bitwise Bitcoin ETF Trust
32
New
N/A
32 $0
PLUG
Plug Power Inc

Industrials
100
+ 21.28%
$1.61 - $3.34 $161 - $334
570 $1K
RNR
Renaissancere Holdings LTD

Financial Services
0
New
$211.47 - $272.21 $0 - $0
0 $0
POWI
Power Integrations Inc

Technology
0
New
$57.86 - $78.46 $0 - $0
0 $0
AVNT
Avient Corp

Basic Materials
0
New
$40.85 - $50.82 $0 - $0
0 $0
AVB
Avalonbay Communities Inc

Real Estate
1
+ 9.09%
$200.95 - $234.65 $201 - $235
12 $2K
NSA
National Storage Affiliates Trust

Real Estate
0
New
$39.73 - $49.13 $0 - $0
0 $0
SACH
Sachem Capital Corp.

Real Estate
5
+ 3.16%
$2.25 - $3.0 $11.3 - $15
163 $0
ASML
Asml Holding Nv

Technology
21
+ 23.6%
$749.82 - $1098.95 $15.7K - $23.1K
110 $91K
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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