Bogart Wealth, LLC Purchases in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BFB
Brown Forman Corp Cl B
15
+ 30.0%
N/A
65 $0
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1
+ 0.83%
$31.75 - $36.0 $31.8 - $36
122 $4K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
7
+ 4.35%
$12.89 - $15.19 $90.2 - $106
168 $2K
Tko Group Holdings Inc Cl A
24
New
N/A
24 $0
Celestica Inc Com
160
New
N/A
160 $0
UBS
Ubs Group Ag

Financial Services
7
+ 14.58%
$30.28 - $35.78 $212 - $250
55 $1K
CLSK
Cleanspark, Inc.

Technology
50
+ 33.33%
$6.72 - $12.03 $336 - $602
200 $1K
WBS
Webster Financial Corp

Financial Services
10
New
$47.55 - $61.41 $476 - $614
10 $0
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
32
New
$14.13 - $16.72 $452 - $535
32 $0
CTSH
Cognizant Technology Solutions Corp

Technology
6
+ 30.0%
$75.32 - $90.7 $452 - $544
26 $1K
Cooper Cos Inc Com
6
New
N/A
6 $0
Coreweave Inc Com Cl A
100
New
N/A
100 $0
Aptiv PLC Com Shs
8
New
N/A
8 $0
STX
Seagate Technology Holdings PLC

Technology
13
+ 2.84%
$84.92 - $108.42 $1.1K - $1.41K
470 $39K
Arista Networks Inc Com Shs
23
+ 7.01%
N/A
351 $0
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
47
+ 24.1%
$47.25 - $67.02 $2.22K - $3.15K
242 $11K
DWAC
Digital World Acquisition Corp.

Financial Services
260
+ 500.0%
N/A
312 $0
SAN
Banco Santander, S.A.

Financial Services
31
New
$4.46 - $7.14 $138 - $221
31 $0
SSB
South State Corp

Financial Services
5
New
$89.4 - $108.33 $447 - $542
5 $0
AXON
Axon Enterprise, Inc.

Industrials
1
New
$496.65 - $710.01 $497 - $710
1 $0
Vanguard Core Bond ETF
41K
New
N/A
41K $0
SNA
Snap On Inc

Industrials
2
New
$324.09 - $358.62 $648 - $717
2 $0
ATO
Atmos Energy Corp

Utilities
3
New
$136.51 - $154.58 $410 - $464
3 $0
Atlassian Corporation Cl A
4
+ 23.53%
N/A
21 $0
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
10
New
$46.15 - $63.53 $462 - $635
10 $0
DAR
Darling Ingredients Inc.

Consumer Defensive
15
New
$28.51 - $41.85 $428 - $628
15 $0
OILU
Bank Of Montreal

ETFs
0
New
$25.42 - $36.11 $0 - $0
0 $0
Linde PLC Shs
22
+ 41.51%
N/A
75 $0
Liberty Media Corp Del Com Lbty One S C
6
+ 25.0%
N/A
30 $0
FSLY
Fastly, Inc.

Technology
100
New
$6.33 - $10.92 $633 - $1.09K
100 $0
Lam Research Corp Com New
3
+ 0.19%
N/A
1.55K $0
Ishares Flexible Income Active ETF
63
New
N/A
63 $0
Labcorp Holdings Inc Com Shs
4
+ 57.14%
N/A
11 $0
FDX
Fedex Corp

Industrials
14
+ 17.72%
$230.33 - $281.53 $3.22K - $3.94K
93 $22K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1
+ 0.02%
$25.05 - $25.16 $25.1 - $25.2
6.16K $154K
Ferguson Enterprises Inc Common Stock New
3
New
N/A
3 $0
Fidelity Enhanced Small Cap ETF
356
New
N/A
356 $0
Gsk PLC Sponsored Adr
80
+ 6.0%
N/A
1.41K $0
HDB
Hdfc Bank LTD

Financial Services
2
+ 2.94%
$58.06 - $66.85 $116 - $134
70 $4K
LCID
Lucid Group, Inc.

Consumer Cyclical
225
New
$2.03 - $3.48 $457 - $783
225 $0
EFX
Equifax Inc

Industrials
2
+ 20.0%
$235.63 - $278.34 $471 - $557
12 $2K
EQH
Equitable Holdings, Inc.

Financial Services
10
New
$47.64 - $55.68 $476 - $557
10 $0
EQR
Equity Residential

Real Estate
7
New
$66.98 - $75.02 $469 - $525
7 $0
Fortrea Hldgs Inc Common Stock
5
New
N/A
5 $0
Marex Group PLC Ord
12
New
N/A
12 $0
MAIN
Main Street Capital Corp

Financial Services
1
+ 0.47%
$54.71 - $63.1 $54.7 - $63.1
213 $12K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
6
+ 0.13%
$50.03 - $50.27 $300 - $302
4.51K $225K
Ishares Advantage Large Cap Income ETF
264
New
N/A
264 $0
LYFT
Lyft, Inc.

Technology
53
+ 49.07%
$11.27 - $15.12 $597 - $801
161 $1K
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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