Bogart Wealth, LLC Purchases in Q4 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NSSC
Napco Security Technologies, Inc

Industrials
50
New
$34.51 - $42.2 $1.73K - $2.11K
50 $1K
EMB
Ishares Tr

ETFs
13
+ 17.81%
$88.94 - $93.46 $1.16K - $1.21K
86 $7K
CCK
Crown Holdings Inc

Consumer Cyclical
23
New
$81.89 - $97.79 $1.88K - $2.25K
23 $1K
GLNG
Golar Lng LTD

Energy
43
New
$34.0 - $43.59 $1.46K - $1.87K
43 $1K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
1
+ 0.43%
$76.53 - $94.19 $76.5 - $94.2
231 $19K
HPE
Hewlett Packard Enterprise CO

Technology
1
+ 0.23%
$19.31 - $23.95 $19.3 - $24
436 $9K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
23
+ 18.11%
$50.14 - $52.56 $1.15K - $1.21K
150 $7K
H
Hyatt Hotels Corp

Consumer Cyclical
8
New
$143.07 - $164.62 $1.14K - $1.32K
8 $1K
FITB
Fifth Third Bancorp

Financial Services
24
+ 160.0%
$41.76 - $48.44 $1K - $1.16K
39 $1K
ITUB
Itau Unibanco Holding S.A.

Financial Services
232
New
$4.96 - $6.57 $1.15K - $1.52K
232 $1K
GGG
Graco Inc

Industrials
6
+ 13.95%
$81.45 - $92.29 $489 - $554
49 $4K
MLM
Martin Marietta Materials Inc

Basic Materials
6
+ 7.14%
$516.5 - $619.58 $3.1K - $3.72K
90 $46K
RE
Everest Re Group LTD

Financial Services
3
New
N/A
3 $1K
DTE
Dte Energy CO

Utilities
14
+ 14.0%
$117.04 - $129.77 $1.64K - $1.82K
114 $13K
IP
International Paper CO

Consumer Cyclical
33
New
$46.64 - $59.57 $1.54K - $1.97K
33 $1K
LMB
Limbach Holdings, Inc.

Industrials
21
New
$73.58 - $104.25 $1.55K - $2.19K
21 $1K
ING
Ing Groep Nv

Financial Services
200
+ 29.2%
$15.1 - $17.73 $3.02K - $3.55K
885 $13K
EVTC
Evertec, Inc.

Technology
57
New
$32.22 - $36.8 $1.84K - $2.1K
57 $1K
ETR
Entergy Corp

Utilities
22
+ 100.0%
$73.19 - $156.4 $1.61K - $3.44K
44 $3K
ENTG
Entegris Inc

Technology
12
New
$97.67 - $112.92 $1.17K - $1.36K
12 $1K
FANG
Diamondback Energy, Inc.

Energy
5
+ 17.86%
$153.06 - $199.5 $765 - $998
33 $5K
COTY
Coty Inc.

Consumer Defensive
230
New
$6.92 - $9.36 $1.59K - $2.15K
230 $1K
ASR
Southeast Airport Group

Industrials
4
New
$255.48 - $282.16 $1.02K - $1.13K
4 $1K
MBB
Ishares Tr

ETFs
13
+ 56.52%
$91.26 - $95.82 $1.19K - $1.25K
36 $3K
STZ
Constellation Brands, Inc.

Consumer Defensive
13
+ 36.11%
$219.66 - $257.62 $2.86K - $3.35K
49 $10K
JD
Jd.Com, Inc.

Consumer Cyclical
46
New
$33.35 - $47.1 $1.53K - $2.17K
46 $1K
EME
Emcor Group, Inc.

Industrials
4
New
$427.96 - $526.95 $1.71K - $2.11K
4 $1K
ENVA
Enova International, Inc.

Financial Services
18
New
$80.49 - $106.72 $1.45K - $1.92K
18 $1K
GIL
Gildan Activewear Inc.

Consumer Cyclical
32
New
$46.28 - $50.23 $1.48K - $1.61K
32 $1K
MYRG
Myr Group Inc.

Industrials
10
New
$102.56 - $168.18 $1.03K - $1.68K
10 $1K
FISV
Fiserv Inc

Technology
5
+ 13.16%
N/A
43 $5K
Brookfield Corp Cl A LTD Vt Sh
138
New
N/A
138 $0
VKTX
Viking Therapeutics, Inc.

Healthcare
19
New
$38.28 - $78.03 $727 - $1.48K
19 $0
Veralto Corp Com Shs
3
+ 18.75%
N/A
19 $0
Brookfield Infrastructure Corp Com Sub Vtg A
90
New
N/A
90 $0
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
4
New
$101.51 - $140.63 $406 - $563
4 $0
Brookfield Renewable Corp Cl A Ex Sub Vtg
41
New
N/A
41 $0
HWM
Howmet Aerospace Inc.

Industrials
4
+ 36.36%
$99.72 - $120.09 $399 - $480
15 $1K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 1.57%
$442.29 - $483.08 $13.3K - $14.5K
1.94K $880K
ITRI
Itron, Inc.

Technology
8
New
$101.26 - $124.45 $810 - $996
8 $0
VRSN
Verisign Inc

Technology
3
New
$176.68 - $206.96 $530 - $621
3 $0
JBI
Janus International Group, Inc.

Industrials
48
New
$7.02 - $10.41 $337 - $500
48 $0
Grayscale Bitcoin Mini Trust ETF
1.22K
New
N/A
1.22K $0
AWK
American Water Works Company, Inc.

Utilities
6
New
$123.83 - $146.07 $743 - $876
6 $0
VET
Vermilion Energy Inc.

Energy
87
New
$8.65 - $10.84 $753 - $943
87 $0
XLE
Energy Sector Spdr

ETFs
1
+ 0.75%
$83.32 - $97.27 $83.3 - $97.3
135 $11K
Serve Robotics Inc Com
2.73K
New
N/A
2.73K $0
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7
+ 0.34%
$91.29 - $91.8 $639 - $643
2.07K $189K
South Bow Corp Com
228
New
N/A
228 $0
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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