Bogart Wealth, LLC Incresed Positions in Q4 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSG
Republic Services, Inc.

Industrials
187
+ 0.56%
$198.0 - $218.75 $37K - $40.9K
33.8K $6.8M
MO
Altria Group, Inc.

Consumer Defensive
119
+ 0.37%
$49.06 - $57.74 $5.84K - $6.87K
32.6K $1.71M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
865
+ 16.9%
$74.5 - $78.37 $64.4K - $67.8K
5.98K $447K
BMY
Bristol Myers Squibb CO

Healthcare
508
+ 14.38%
$51.92 - $59.94 $26.4K - $30.4K
4.04K $228K
ARCC
Ares Capital Corp

Financial Services
2K
+ 82.19%
$20.74 - $22.27 $41.5K - $44.6K
4.44K $97K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.3K
+ 1411.96%
$32.65 - $33.68 $42.4K - $43.8K
1.39K $45K
COIN
Coinbase Global, Inc.

Technology
149
+ 252.54%
$163.17 - $343.62 $24.3K - $51.2K
208 $51K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.68K
+ 12.28%
$43.02 - $47.32 $72.3K - $79.5K
15.4K $664K
KKR
Kkr & Co. Inc.

Financial Services
60
+ 3.35%
$129.87 - $162.87 $7.79K - $9.77K
1.85K $273K
MS
Morgan Stanley

Financial Services
138
+ 14.23%
$104.42 - $134.99 $14.4K - $18.6K
1.11K $139K
SOUN
Soundhound Ai, Inc.

Technology
100
+ 4.69%
$4.51 - $24.23 $451 - $2.42K
2.23K $44K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
697
+ 7744.44%
$50.37 - $50.6 $35.1K - $35.3K
706 $35K
KMI
Kinder Morgan, Inc.

Energy
366
+ 8.15%
$22.59 - $28.54 $8.27K - $10.4K
4.86K $133K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
44.5K
+ 199.7%
$22.01 - $66.82 $980K - $2.98M
66.8K $1.52M
SLB
Schlumberger Limited

Energy
844
+ 468.89%
$36.83 - $45.59 $31.1K - $38.5K
1.02K $39K
DD
Du Pont De Nemours, Inc.

Basic Materials
592
+ 51.61%
$75.95 - $88.05 $45K - $52.1K
1.74K $132K
JBLU
Jetblue Airways Corp

Industrials
2.85K
+ 67.78%
$5.63 - $8.05 $16K - $22.9K
7.06K $55K
WFC
Wells Fargo & Company

Financial Services
219
+ 24.39%
$54.98 - $77.35 $12K - $16.9K
1.12K $78K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
800
+ 1777.78%
$32.82 - $45.55 $26.3K - $36.4K
845 $28K
DG
Dollar General Corp

Consumer Defensive
361
+ 279.84%
$73.27 - $84.47 $26.5K - $30.5K
490 $37K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.43K
+ 67.29%
$19.11 - $20.04 $27.4K - $28.7K
3.56K $68K
ASML
Asml Holding Nv

Technology
60
+ 54.55%
$658.43 - $872.27 $39.5K - $52.3K
170 $117K
RSP
Invesco S&P 500 Equal Weight E

ETFs
176
+ 13.81%
$174.22 - $187.62 $30.7K - $33K
1.45K $254K
VIG
Vanguard Dividend Appreciation

ETFs
133
+ 15.78%
N/A
976 $177K
AI
C3.Ai, Inc.

Technology
200
+ 11.76%
$22.6 - $42.94 $4.52K - $8.59K
1.9K $65K
AXP
American Express CO

Financial Services
21
+ 3.3%
$267.35 - $305.57 $5.61K - $6.42K
657 $194K
TOST
Toast, Inc.

Technology
14
+ 0.54%
$27.43 - $43.54 $384 - $610
2.59K $94K
ACHR
Archer Aviation Inc.

Industrials
2.19K
+ 1457.33%
$2.94 - $11.33 $6.43K - $24.8K
2.34K $22K
TGT
Target Corp

Consumer Defensive
267
+ 38.58%
$121.59 - $160.69 $32.5K - $42.9K
959 $129K
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.19K
+ 4.73%
$35.95 - $36.76 $42.9K - $43.8K
26.4K $952K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.03K
+ 15.76%
$396.64 - $516.74 $1.2M - $1.57M
22.3K $8.96M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
617
+ 24.11%
$55.45 - $61.08 $34.2K - $37.7K
3.18K $176K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
36
+ 4.12%
$563.99 - $620.12 $20.3K - $22.3K
909 $517K
BAC
Bank Of America Corp

Financial Services
260
+ 14.61%
$39.22 - $47.77 $10.2K - $12.4K
2.04K $89K
IBB
Ishares Biotechnology ETF

ETFs
173
+ 66.28%
$131.21 - $148.85 $22.7K - $25.8K
434 $57K
VBK
Vanguard Small Cap Growth ETF

ETFs
5
+ 0.36%
$264.18 - $304.19 $1.32K - $1.52K
1.38K $386K
LLY
Eli Lilly & CO

Healthcare
77
+ 21.69%
$727.2 - $932.06 $56K - $71.8K
432 $333K
BAH
Booz Allen Hamilton Holding Corp

Industrials
155
+ 387.5%
$128.36 - $186.0 $19.9K - $28.8K
195 $25K
WHR
Whirlpool Corp

Consumer Cyclical
150
+ 113.64%
$99.28 - $124.45 $14.9K - $18.7K
282 $32K
GTO
Invesco Actively Managed ETF T

ETFs
407
+ 33.92%
$46.33 - $48.41 $18.9K - $19.7K
1.61K $74K
VO
Vanguard Mid Cap ETF

ETFs
59
+ 4.49%
$261.5 - $284.63 $15.4K - $16.8K
1.37K $362K
VONV
Vanguard Russell 1000 Value Et

ETFs
211
+ 37.61%
$80.87 - $87.69 $17.1K - $18.5K
772 $62K
XLF
Financial Sector Spdr

ETFs
177
+ 7.23%
$44.89 - $51.34 $7.95K - $9.09K
2.63K $126K
ABBV
Abb Vie Inc.

Healthcare
495
+ 13.31%
$164.99 - $203.87 $81.7K - $101K
4.22K $749K
XLG
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.15%
$46.94 - $51.62 $422 - $465
5.86K $292K
C
Citigroup Inc

Financial Services
218
+ 4360.0%
$61.31 - $72.5 $13.4K - $15.8K
223 $15K
USB
Us Bancorp \De\

Financial Services
63
+ 1.23%
$43.98 - $53.66 $2.77K - $3.38K
5.2K $248K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
441
+ 40.68%
$82.28 - $117.52 $36.3K - $51.8K
1.53K $129K
GLW
Corning Inc

Technology
219
+ 18.25%
$44.11 - $49.76 $9.66K - $10.9K
1.42K $67K
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
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