Bogart Wealth, LLC Incresed Positions in Q2 2025

Bogart Wealth, LLC

  • $2.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc Com
15
+ 10.87%
N/A
153 $0
HI
Hillenbrand, Inc.

Industrials
1
+ 4.55%
$18.62 - $24.76 $18.6 - $24.8
23 $0
Super Micro Computer Inc Com New
951
+ 18.93%
N/A
5.98K $0
HII
Huntington Ingalls Industries, Inc.

Industrials
2
+ 33.33%
$183.31 - $241.46 $367 - $483
8 $1K
PB
Prosperity Bancshares Inc

Financial Services
1
+ 1.06%
$63.76 - $73.75 $63.8 - $73.8
95 $6K
HUM
Humana Inc

Healthcare
3
+ 60.0%
$224.93 - $295.04 $675 - $885
8 $1K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
5
+ 62.5%
$24.98 - $25.66 $125 - $128
13 $0
Lam Research Corp Com New
9
+ 0.58%
N/A
1.56K $0
Liberty Media Corp Del Com Lbty One S C
5
+ 16.67%
N/A
35 $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
11
+ 19.64%
$225.56 - $335.19 $2.48K - $3.69K
67 $15K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
182
+ 1400.0%
$87.84 - $1441.89 $16K - $262K
195 $17K
AFL
Aflac Inc

Financial Services
8
+ 2.71%
$99.77 - $112.45 $798 - $900
303 $31K
YUM
Yum Brands Inc

Consumer Cyclical
82
+ 5.63%
$138.36 - $161.45 $11.3K - $13.2K
1.54K $228K
PKG
Packaging Corp Of America

Consumer Cyclical
3
+ 1.5%
$175.97 - $201.36 $528 - $604
203 $38K
AES
Aes Corp

Utilities
34
+ 10.15%
$9.63 - $12.55 $327 - $427
369 $3K
HPQ
Hp Inc

Technology
198
+ 11.41%
$21.88 - $29.32 $4.33K - $5.81K
1.93K $47K
COLB
Columbia Banking System, Inc.

Financial Services
3
+ 1.48%
$20.71 - $25.63 $62.1 - $76.9
206 $4K
IQV
Iqvia Holdings Inc.

Healthcare
4
+ 5.63%
$137.0 - $174.37 $548 - $697
75 $11K
AJG
Arthur J. Gallagher & Co.

Financial Services
4
+ 4.6%
$310.86 - $348.77 $1.24K - $1.4K
91 $29K
SLB
Schlumberger Limited

Energy
15
+ 8.2%
$31.95 - $42.2 $479 - $633
198 $6K
OMC
Omnicom Group Inc.

Communication Services
1
+ 0.58%
$69.22 - $79.77 $69.2 - $79.8
173 $12K
HES
Hess Corp

Energy
8
+ 6.06%
$126.32 - $161.29 $1.01K - $1.29K
140 $19K
CC
Chemours CO

Basic Materials
2
+ 0.22%
$9.4 - $13.06 $18.8 - $26.1
902 $10K
SWK
Stanley Black & Decker, Inc.

Industrials
14
+ 2.86%
$55.86 - $76.98 $782 - $1.08K
504 $34K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
87
+ 10.03%
$212.1 - $244.27 $18.5K - $21.3K
954 $208K
ALL
Allstate Corp

Financial Services
2
+ 0.34%
$180.53 - $212.64 $361 - $425
583 $117K
ET
Energy Transfer LP

Energy
604
+ 1.88%
$15.65 - $18.93 $9.45K - $11.4K
32.8K $594K
MLPA
Global X Mlp ETF

ETFs
40
+ 1.87%
$46.47 - $54.16 $1.86K - $2.17K
2.18K $109K
AEP
American Electric Power CO Inc

Utilities
40
+ 2.08%
$98.59 - $109.11 $3.94K - $4.36K
1.96K $203K
LOW
Lowes Companies Inc

Consumer Cyclical
55
+ 3.05%
$210.83 - $235.28 $11.6K - $12.9K
1.86K $412K
ALB
Albemarle Corp

Basic Materials
9
+ 0.99%
$50.76 - $72.25 $457 - $650
917 $57K
VTR
Ventas, Inc.

Real Estate
13
+ 0.7%
$62.45 - $70.08 $812 - $911
1.87K $118K
MSI
Motorola Solutions, Inc.

Technology
7
+ 1.04%
$394.72 - $440.39 $2.76K - $3.08K
680 $285K
SBUX
Starbucks Corp

Consumer Cyclical
51
+ 2.21%
$79.69 - $99.41 $4.06K - $5.07K
2.36K $216K
DVN
Devon Energy Corp

Energy
16
+ 0.73%
$26.8 - $37.92 $429 - $607
2.22K $70K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
59
+ 2.95%
$41.37 - $53.28 $2.44K - $3.14K
2.06K $92K
MCD
Mcdonalds Corp

Consumer Cyclical
67
+ 4.34%
$285.55 - $321.23 $19.1K - $21.5K
1.61K $470K
VDE
Vanguard Energy ETF

ETFs
50
+ 2.71%
$105.87 - $130.56 $5.29K - $6.53K
1.89K $225K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
38
+ 0.7%
$45.07 - $52.57 $1.71K - $2K
5.44K $265K
KHC
Kraft Heinz CO

Consumer Defensive
6
+ 0.18%
$25.61 - $30.81 $154 - $185
3.35K $86K
OXM
Oxford Industries Inc

Consumer Cyclical
14
+ 1.38%
$37.26 - $60.9 $522 - $853
1.03K $41K
GIS
General Mills Inc

Consumer Defensive
151
+ 3.71%
$50.37 - $60.97 $7.61K - $9.21K
4.22K $218K
PEP
Pepsico Inc

Consumer Defensive
272
+ 7.87%
$128.02 - $151.37 $34.8K - $41.2K
3.73K $492K
SHEL
Shell PLC

Energy
43
+ 0.36%
$59.75 - $73.05 $2.57K - $3.14K
12K $841K
MRK
Merck & Co., Inc.

Healthcare
287
+ 4.32%
$73.47 - $87.12 $21.1K - $25K
6.93K $548K
OKE
Oneok Inc

Energy
122
+ 3.12%
$78.71 - $100.37 $9.6K - $12.2K
4.03K $329K
ORI
Old Republic International Corp

Financial Services
2.28K
+ 1.09%
$35.25 - $39.79 $80.3K - $90.6K
211K $8.12M
EPD
Enterprise Products Partners L.P.

Energy
515
+ 1.22%
$28.95 - $34.22 $14.9K - $17.6K
42.8K $1.33M
DUK
Duke Energy Corp

Utilities
1.91K
+ 1.93%
$112.46 - $124.05 $215K - $237K
101K $11.9M
Activity Summary
Buys All Purchases 662 New Holdings 156 Increased Positions 506 Sells All Sells 258 Reductions 257 Sold out 1 Options Calls 1 Puts 0
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