Bogart Wealth, LLC Purchases in Q4 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PINS
Pinterest, Inc.

Communication Services
65
+ 130.0%
$28.24 - $34.15 $1.84K - $2.22K
115 $3K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
107
New
$25.57 - $30.9 $2.74K - $3.31K
107 $2K
MTRN
Materion Corp

Basic Materials
22
New
$97.0 - $120.21 $2.13K - $2.64K
22 $2K
WRB
Berkley W R Corp

Financial Services
26
+ 6.55%
$56.48 - $64.94 $1.47K - $1.69K
423 $24K
DT
Dynatrace, Inc.

Technology
38
New
$51.09 - $59.6 $1.94K - $2.26K
38 $2K
MAIN
Main Street Capital Corp

Financial Services
2
+ 0.95%
$49.95 - $58.58 $99.9 - $117
212 $12K
BRBR
Bellring Brands, Inc.

Consumer Defensive
36
New
$60.38 - $78.79 $2.17K - $2.84K
36 $2K
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.92%
$216.13 - $242.4 $1.08K - $1.21K
548 $121K
EFX
Equifax Inc

Industrials
10
New
$245.03 - $293.5 $2.45K - $2.94K
10 $2K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
56
New
N/A
56 $2K
NSIT
Insight Enterprises Inc

Technology
18
New
$149.61 - $224.73 $2.69K - $4.05K
18 $2K
IBP
Installed Building Products, Inc.

Consumer Cyclical
12
New
$174.32 - $254.42 $2.09K - $3.05K
12 $2K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
70
New
$28.49 - $36.1 $1.99K - $2.53K
70 $2K
ICE
Intercontinental Exchange, Inc.

Financial Services
13
+ 72.22%
$148.29 - $166.93 $1.93K - $2.17K
31 $4K
ANIP
Ani Pharmaceuticals Inc

Healthcare
40
New
$53.35 - $61.74 $2.13K - $2.47K
40 $2K
FIX
Comfort Systems Usa Inc

Industrials
6
New
$370.68 - $504.12 $2.22K - $3.02K
6 $2K
IPAR
Inter Parfums Inc

Consumer Defensive
22
New
$118.08 - $139.92 $2.6K - $3.08K
22 $2K
FCX
Freeport Mcmoran Inc

Basic Materials
222
+ 40.81%
$38.08 - $50.82 $8.45K - $11.3K
766 $29K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
40
+ 8.62%
$65.67 - $69.79 $2.63K - $2.79K
504 $33K
ITW
Illinois Tool Works Inc

Industrials
16
+ 10.46%
$253.56 - $278.5 $4.06K - $4.46K
169 $42K
IDXX
Idexx Laboratories Inc

Healthcare
5
New
$406.92 - $495.42 $2.03K - $2.48K
5 $2K
WSBC
Wesbanco Inc

Financial Services
86
New
$28.7 - $36.45 $2.47K - $3.13K
86 $2K
HAE
Haemonetics Corp

Healthcare
32
New
$71.16 - $93.38 $2.28K - $2.99K
32 $2K
WEC
Wec Energy Group, Inc.

Utilities
29
New
$92.94 - $101.82 $2.7K - $2.95K
29 $2K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
204
+ 83.27%
$8.24 - $11.07 $1.68K - $2.26K
449 $4K
PAVE
Global X Fds Us Infrastructure

ETFs
60
+ 15.38%
$40.41 - $45.95 $2.42K - $2.76K
450 $18K
GPC
Genuine Parts CO

Consumer Cyclical
33
+ 36.67%
$113.11 - $143.63 $3.73K - $4.74K
123 $14K
MCO
Moodys Corp

Financial Services
4
+ 7.41%
$454.04 - $500.88 $1.82K - $2K
58 $27K
OII
Oceaneering International Inc

Energy
97
New
$23.23 - $30.58 $2.25K - $2.97K
97 $2K
IDA
Idacorp Inc

Utilities
24
New
$100.11 - $118.96 $2.4K - $2.86K
24 $2K
FELE
Franklin Electric CO Inc

Industrials
27
New
$95.71 - $110.4 $2.58K - $2.98K
27 $2K
AAL
American Airlines Group Inc.

Industrials
200
New
N/A
200 $2K
EXPE
Expedia Group, Inc.

Consumer Cyclical
15
New
$146.47 - $191.01 $2.2K - $2.87K
15 $2K
FDX
Fedex Corp

Industrials
5
+ 6.76%
$260.5 - $305.15 $1.3K - $1.53K
79 $22K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
104
+ 3.22%
$22.72 - $23.0 $2.36K - $2.39K
3.33K $76K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
64
+ 21.77%
$36.54 - $37.53 $2.34K - $2.4K
358 $13K
BCS
Barclays PLC

Financial Services
211
New
$11.65 - $13.67 $2.46K - $2.88K
211 $2K
AVNT
Avient Corp

Basic Materials
67
New
$40.12 - $53.17 $2.69K - $3.56K
67 $2K
CINF
Cincinnati Financial Corp

Financial Services
20
New
$132.86 - $160.16 $2.66K - $3.2K
20 $2K
QTEC
First Trust Nasdaq 100 Technol

ETFs
15
+ 4.97%
$185.87 - $204.12 $2.79K - $3.06K
317 $59K
ADSK
Autodesk, Inc.

Technology
8
+ 20.51%
N/A
47 $11K
BBDC
Barings Bdc, Inc.

Financial Services
161
+ 57.5%
$9.27 - $10.33 $1.49K - $1.66K
441 $4K
UFPI
Ufp Industries Inc

Basic Materials
18
New
$112.19 - $139.02 $2.02K - $2.5K
18 $2K
VVV
Valvoline Inc

Energy
70
New
$36.18 - $43.41 $2.53K - $3.04K
70 $2K
FLEX
Flex Ltd.

Technology
45
+ 90.0%
$32.52 - $41.3 $1.46K - $1.86K
95 $3K
MHK
Mohawk Industries Inc

Consumer Cyclical
13
+ 216.67%
$116.82 - $161.27 $1.52K - $2.1K
19 $2K
IBDV
Ishares Tr

Technology
351
+ 5.31%
$21.24 - $22.15 $7.46K - $7.77K
6.96K $148K
BKR
Baker Hughes CO

Energy
59
New
$35.98 - $44.88 $2.12K - $2.65K
59 $2K
NOMD
Nomad Foods LTD

Consumer Defensive
69
+ 265.38%
$16.25 - $18.57 $1.12K - $1.28K
95 $1K
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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