Bogart Wealth, LLC Incresed Positions in Q3 2025

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RECS
Columbia ETF Tr I

ETFs
2.03M
+ 1032.23%
$36.82 - $40.35 $74.7M - $81.8M
2.22M $89.8M
ASML
Asml Holding Nv

Technology
10.7K
+ 9090.68%
$689.63 - $968.09 $7.4M - $10.4M
10.8K $10.5M
DTE
Dte Energy CO

Utilities
54.1K
+ 49181.82%
$130.26 - $141.49 $7.05M - $7.65M
54.2K $7.67M
AAPL
Apple Inc.

Technology
707
+ 0.48%
$202.38 - $256.87 $143K - $182K
147K $37.4M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
10.3K
+ 0.64%
$69.02 - $73.57 $713K - $760K
1.63M $120M
RMD
Resmed Inc

Healthcare
17.6K
+ 293433.34%
$252.01 - $293.73 $4.44M - $5.17M
17.6K $4.82M
INTU
Intuit Inc

Technology
7.03K
+ 9501.35%
$646.03 - $807.39 $4.54M - $5.68M
7.11K $4.85M
BND
Vanguard Bd Index Fd Inc Total

ETFs
45.9K
+ 3.04%
$72.57 - $74.72 $3.33M - $3.43M
1.55M $116M
MDT
Medtronic PLC

Healthcare
39.7K
+ 45.42%
$87.67 - $95.74 $3.48M - $3.8M
127K $12.1M
SPGI
S&P Global Inc.

Financial Services
10.1K
+ 38.59%
$484.94 - $564.15 $4.9M - $5.7M
36.3K $17.7M
JCPB
J P Morgan Exchange Traded Fd

ETFs
41.3K
+ 2.92%
$46.37 - $47.77 $1.92M - $1.97M
1.46M $69.3M
SYK
Stryker Corp

Healthcare
7.06K
+ 62.5%
$368.57 - $403.53 $2.6M - $2.85M
18.4K $6.78M
PHM
Pultegroup Inc

Consumer Cyclical
2.63K
+ 3.83%
$108.0 - $141.42 $284K - $373K
71.3K $9.42M
PFE
Pfizer Inc

Healthcare
61.5K
+ 14.95%
$23.29 - $25.88 $1.43M - $1.59M
473K $12M
RSG
Republic Services, Inc.

Industrials
10.2K
+ 51.81%
$225.33 - $246.01 $2.3M - $2.51M
29.9K $6.86M
IEF
Ishares Barclays

ETFs
16.1K
+ 3.4%
$93.91 - $97.26 $1.51M - $1.56M
490K $47.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
62.9K
+ 19.26%
$21.69 - $23.34 $1.37M - $1.47M
390K $9.07M
GD
General Dynamics Corp

Industrials
235
+ 0.77%
$293.92 - $341.0 $69.1K - $80.1K
30.9K $10.5M
CSCO
Cisco Systems, Inc.

Technology
25.8K
+ 12.7%
$66.2 - $71.79 $1.71M - $1.85M
229K $15.7M
MSFT
Microsoft Corp

Technology
533
+ 0.88%
$491.09 - $535.64 $262K - $285K
61.3K $31.8M
LMT
Lockheed Martin Corp

Industrials
777
+ 2.91%
$410.74 - $499.21 $319K - $388K
27.5K $13.7M
HD
Home Depot, Inc.

Consumer Cyclical
303
+ 1.14%
$357.4 - $423.42 $108K - $128K
26.8K $10.9M
LLY
Eli Lilly & CO

Healthcare
1.67K
+ 18.35%
$625.65 - $812.69 $1.05M - $1.36M
10.8K $8.23M
GS
Goldman Sachs Group Inc

Financial Services
109
+ 0.98%
$696.56 - $806.32 $75.9K - $87.9K
11.3K $8.96M
LEN
Lennar Corp

Consumer Cyclical
813
+ 1.39%
$107.73 - $142.4 $87.6K - $116K
59.5K $7.5M
PG
Procter & Gamble CO

Consumer Defensive
9K
+ 13.16%
$150.47 - $161.22 $1.35M - $1.45M
77.4K $11.9M
KLAC
Kla Corp

Technology
84
+ 1.71%
$843.9 - $1078.6 $70.9K - $90.6K
5K $5.39M
JPM
Jpmorgan Chase & CO

Financial Services
209
+ 0.6%
$282.78 - $316.06 $59.1K - $66.1K
35.1K $11.1M
CRM
Salesforce, Inc.

Technology
11.2K
+ 22.93%
$231.66 - $273.65 $2.58M - $3.05M
59.8K $14.2M
XEL
Xcel Energy Inc

Utilities
1.72K
+ 2.96%
$67.56 - $80.65 $116K - $139K
59.9K $4.83M
PWR
Quanta Services, Inc.

Industrials
153
+ 0.81%
$372.29 - $421.68 $57K - $64.5K
19.1K $7.93M
HDV
Ishares Core High Dividend ETF

ETFs
5.75K
+ 362.28%
$118.16 - $123.66 $680K - $711K
7.34K $898K
ICSH
Blackrock Ultra Short Term Bon

ETFs
12.9K
+ 2.4%
$50.52 - $50.75 $652K - $655K
552K $28M
AME
Ametek Inc

Industrials
2.72K
+ 12.01%
$176.44 - $192.03 $480K - $523K
25.4K $4.77M
WMT
Walmart Inc.

Consumer Defensive
1.53K
+ 1.59%
$94.4 - $104.27 $144K - $159K
97.7K $10.1M
COST
Costco Wholesale Corp

Consumer Defensive
1.52K
+ 13.01%
$915.95 - $994.57 $1.39M - $1.51M
13.2K $12.2M
GLD
Spdr Gold Trust

ETFs
722
+ 13.3%
$300.96 - $355.47 $217K - $257K
6.15K $2.19M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.1K
+ 2.86%
$50.53 - $50.82 $508K - $511K
362K $18.4M
UBER
Uber Technologies, Inc

Technology
491
+ 0.54%
$86.91 - $99.57 $42.7K - $48.9K
92.2K $9.03M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.07K
+ 3.75%
$100.4 - $119.58 $107K - $128K
29.5K $3.27M
VTI
Vanguard Total Stock Market Et

ETFs
129
+ 0.74%
$303.93 - $329.86 $39.2K - $42.6K
17.5K $5.74M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
519
+ 1.88%
$138.08 - $151.2 $71.7K - $78.5K
28.1K $4.24M
EWX
Spdr S&P Emerging Markets Smal

ETFs
1.42K
+ 2.42%
$61.93 - $68.12 $87.8K - $96.6K
60.1K $4.05M
TSLA
Tesla, Inc.

Consumer Cyclical
89
+ 3.11%
$293.94 - $444.72 $26.2K - $39.6K
2.95K $1.31M
CMI
Cummins Inc

Industrials
941
+ 4705.0%
$327.85 - $426.39 $309K - $401K
961 $405K
ADI
Analog Devices Inc

Technology
552
+ 1.95%
$220.68 - $255.63 $122K - $141K
28.9K $7.09M
MDLZ
Mondelez International, Inc.

Consumer Defensive
14.1K
+ 12.85%
$60.9 - $70.75 $858K - $996K
124K $7.73M
PANW
Palo Alto Networks Inc

Technology
1.95K
+ 2.68%
$167.06 - $208.19 $325K - $406K
74.7K $15.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.5K
+ 33.42%
$26.38 - $27.95 $276K - $292K
41.8K $1.14M
Activity Summary
Buys All Purchases 701 New Holdings 157 Increased Positions 544 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email