Bogart Wealth, LLC Purchases in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LECO
Lincoln Electric Holdings Inc

Industrials
3
+ 6.0%
$180.51 - $216.81 $542 - $650
53 $10K
EXR
Extra Space Storage Inc.

Real Estate
6
+ 20.0%
$143.8 - $161.28 $863 - $968
36 $5K
XLP
Consumer Staples Sector Spdr

ETFs
18
New
N/A
18 $1K
ZM
Zoom Video Communications, Inc.

Technology
11
+ 183.33%
$72.23 - $88.64 $795 - $975
17 $1K
SYY
Sysco Corp

Consumer Defensive
32
+ 3.27%
$70.0 - $77.13 $2.24K - $2.47K
1.01K $75K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1
+ 0.03%
$21.77 - $22.25 $21.8 - $22.3
3.36K $74K
PHG
Koninklijke Philips Nv

Healthcare
69
New
$24.92 - $28.61 $1.72K - $1.97K
69 $1K
BFS
Saul Centers, Inc.

Real Estate
7
+ 28.0%
$35.47 - $38.54 $248 - $270
32 $1K
NTRS
Northern Trust Corp

Financial Services
21
+ 35.0%
$96.09 - $113.81 $2.02K - $2.39K
81 $7K
L
Loews Corp

Financial Services
12
New
$81.13 - $91.91 $974 - $1.1K
12 $1K
MBLY
Mobileye Global Inc.
100
New
$14.24 - $21.85 $1.42K - $2.19K
100 $1K
CHTR
Charter Communications, Inc.

Communication Services
2
+ 100.0%
$334.89 - $384.77 $670 - $770
4 $1K
IX
Orix Corp

Financial Services
60
New
$20.44 - $107.42 $1.23K - $6.45K
60 $1K
RGTI
Rigetti Computing, Inc.

Technology
125
+ 500.0%
$6.05 - $19.51 $756 - $2.44K
150 $1K
MDB
Mongo Db, Inc.

Technology
9
New
$175.4 - $298.52 $1.58K - $2.69K
9 $1K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
19
+ 475.0%
$62.41 - $133.91 $1.19K - $2.54K
23 $1K
ELS
Equity Lifestyle Properties Inc

Real Estate
15
New
$64.36 - $69.32 $965 - $1.04K
15 $1K
CLH
Clean Harbors Inc

Industrials
6
+ 40.0%
$188.14 - $246.1 $1.13K - $1.48K
21 $4K
SCI
Service Corp International

Consumer Cyclical
7
+ 36.84%
$75.99 - $84.16 $532 - $589
26 $2K
PPTA
Perpetua Resources Corp.

Basic Materials
51
+ 6.3%
$8.03 - $12.92 $410 - $659
861 $9K
DCI
Donaldson CO Inc

Industrials
19
New
$66.51 - $72.28 $1.26K - $1.37K
19 $1K
ENVA
Enova International, Inc.

Financial Services
12
+ 66.67%
$87.18 - $116.49 $1.05K - $1.4K
30 $2K
DLTR
Dollar Tree, Inc.

Consumer Defensive
7
+ 6.03%
$61.92 - $76.95 $433 - $539
123 $9K
MTB
M&T Bank Corp

Financial Services
6
+ 30.0%
$170.47 - $201.98 $1.02K - $1.21K
26 $4K
SWX
Southwest Gas Holdings, Inc.

Utilities
15
New
$68.42 - $78.18 $1.03K - $1.17K
15 $1K
DFS
Discover Financial Services

Financial Services
7
+ 5.65%
$152.99 - $203.25 $1.07K - $1.42K
131 $22K
XYL
Xylem Inc.

Industrials
4
+ 6.78%
$114.02 - $132.04 $456 - $528
63 $7K
EEM
Ishares Msci Emerging Markets

ETFs
3
+ 1.26%
$40.81 - $45.34 $122 - $136
241 $10K
BDX
Becton Dickinson & CO

Healthcare
2
+ 1.9%
$222.79 - $249.08 $446 - $498
107 $24K
HII
Huntington Ingalls Industries, Inc.

Industrials
6
New
$159.75 - $208.61 $959 - $1.25K
6 $1K
WEC
Wec Energy Group, Inc.

Utilities
5
+ 17.24%
$92.12 - $108.98 $461 - $545
34 $3K
TFLO
Ishares Treasury Floating Rate

ETFs
27
New
$50.48 - $50.68 $1.36K - $1.37K
27 $1K
BCS
Barclays PLC

Financial Services
4
+ 1.9%
$12.69 - $16.25 $50.8 - $65
215 $3K
BK
Bank Of New York Mellon Corp

Financial Services
6
+ 7.41%
$75.42 - $88.95 $453 - $534
87 $7K
BAC
Bank Of America Corp

Financial Services
138
+ 6.76%
$39.61 - $47.74 $5.47K - $6.59K
2.18K $90K
HUM
Humana Inc

Healthcare
5
New
$249.11 - $303.11 $1.25K - $1.52K
5 $1K
AZEK
Azek CO Inc.

Industrials
40
New
$39.61 - $52.0 $1.58K - $2.08K
40 $1K
AUR
Aurora Innovation, Inc.

Technology
170
New
$6.1 - $10.19 $1.04K - $1.73K
170 $1K
XLU
Utilities Sector Spdr

ETFs
20
New
$74.7 - $80.27 $1.49K - $1.61K
20 $1K
AVB
Avalonbay Communities Inc

Real Estate
2
+ 7.69%
$207.86 - $228.08 $416 - $456
28 $6K
HLN
Haleon PLC

Healthcare
48
+ 6.01%
$9.02 - $10.67 $433 - $512
847 $8K
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.21%
$185.78 - $198.58 $743 - $794
1.94K $370K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1
+ 0.29%
$69.87 - $75.62 $69.9 - $75.6
348 $25K
IONS
Ionis Pharmaceuticals Inc

Healthcare
31
+ 43.66%
$30.17 - $34.97 $935 - $1.08K
102 $3K
SQ
Block, Inc.

Technology
16
+ 200.0%
$54.04 - $92.95 $865 - $1.49K
24 $1K
AWK
American Water Works Company, Inc.

Utilities
6
+ 100.0%
$121.01 - $149.31 $726 - $896
12 $1K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2
+ 0.06%
$22.11 - $22.43 $44.2 - $44.9
3.31K $74K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
72
New
$25.93 - $29.28 $1.87K - $2.11K
72 $1K
VO
Vanguard Mid Cap ETF

ETFs
31
+ 2.26%
$251.87 - $277.95 $7.81K - $8.62K
1.41K $363K
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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