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
CRM
Salesforce, Inc.

Technology
2.13K
+ 4.59%
$236.26 - $291.15 $504K - $621K
48.6K $13.3M
SPG
Simon Property Group Inc

Real Estate
6.15K
+ 14.88%
$140.37 - $171.44 $863K - $1.05M
47.4K $7.63M
BSX
Boston Scientific Corp

Healthcare
3.07K
+ 4.88%
$89.7 - $107.41 $275K - $330K
66K $7.09M
GD
General Dynamics Corp

Industrials
409
+ 1.35%
$247.68 - $291.66 $101K - $119K
30.7K $8.94M
KMI
Kinder Morgan, Inc.

Energy
11.4K
+ 2.78%
$25.21 - $29.4 $288K - $335K
422K $12.4M
V
Visa Inc.

Financial Services
1.22K
+ 2.24%
$308.27 - $373.31 $377K - $456K
55.9K $19.8M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.85K
+ 1.52%
$23.55 - $27.67 $161K - $189K
458K $12.7M
LMT
Lockheed Martin Corp

Industrials
434
+ 1.65%
$430.82 - $486.45 $187K - $211K
26.7K $12.4M
WMB
Williams Companies, Inc.

Energy
2.91K
+ 2.32%
$54.33 - $62.87 $158K - $183K
128K $8.04M
IWF
Ishares Russell 1000 Gr ETF

ETFs
359
+ 5.8%
$320.42 - $424.58 $115K - $152K
6.55K $2.78M
PHM
Pultegroup Inc

Consumer Cyclical
3.32K
+ 5.08%
$92.02 - $106.54 $306K - $354K
68.7K $7.24M
MA
Mastercard Inc

Financial Services
427
+ 2.18%
$479.92 - $590.74 $205K - $252K
20.1K $11.3M
ZTS
Zoetis Inc.

Healthcare
5.26K
+ 14.48%
$144.41 - $170.3 $760K - $896K
41.6K $6.49M
HAL
Halliburton CO

Energy
20.3K
+ 5084.75%
$19.26 - $25.7 $392K - $523K
20.7K $422K
OXY
Occidental Petroleum Corp

Energy
7.91K
+ 52733.33%
$36.11 - $49.33 $286K - $390K
7.93K $332K
T
At&T Inc.

Communication Services
4.22K
+ 1.42%
$26.33 - $28.94 $111K - $122K
301K $8.7M
XLF
Financial Sector Spdr

ETFs
3.37K
+ 6.4%
$43.92 - $52.37 $148K - $176K
56K $2.93M
SYK
Stryker Corp

Healthcare
127
+ 1.14%
$337.37 - $395.63 $42.8K - $50.2K
11.3K $4.47M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
825
+ 5.83%
$108.06 - $135.3 $89.1K - $112K
15K $2.03M
TSLA
Tesla, Inc.

Consumer Cyclical
504
+ 21.36%
$221.86 - $362.89 $112K - $183K
2.86K $909K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.52K
+ 9.7%
$86.79 - $101.21 $218K - $255K
28.4K $2.8M
AME
Ametek Inc

Industrials
487
+ 2.2%
$151.41 - $182.75 $73.7K - $89K
22.7K $4.1M
VICI
Vici Properties Inc.

Real Estate
7.94K
+ 3.58%
$29.41 - $32.97 $234K - $262K
230K $7.48M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.36K
+ 46.28%
$51.16 - $62.02 $172K - $208K
10.6K $658K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.7K
+ 1.69%
$22.92 - $28.05 $39K - $47.8K
102K $2.87M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.06K
+ 107.37%
$90.56 - $109.49 $186K - $225K
3.97K $433K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.67K
+ 44.72%
$24.32 - $27.87 $235K - $270K
31.3K $829K
IVV
Ishares Core S&P 500 ETF

ETFs
115
+ 4.77%
$498.8 - $620.9 $57.4K - $71.4K
2.52K $1.57M
SJNK
Spdr Bloomberg Short Term High

ETFs
7.45K
+ 20.12%
$24.12 - $25.48 $180K - $190K
44.5K $1.13M
QCOM
Qualcomm Inc

Technology
1.22K
+ 161.62%
$124.66 - $159.48 $152K - $194K
1.97K $313K
IWM
Ishares Russell 2000 ETF

ETFs
870
+ 160.22%
$174.82 - $215.79 $152K - $188K
1.41K $304K
CRWD
Crowd Strike Holdings, Inc.

Technology
66
+ 6.41%
$321.63 - $509.31 $21.2K - $33.6K
1.1K $557K
URI
United Rentals, Inc.

Industrials
251
+ 2091.67%
$551.94 - $753.4 $139K - $189K
263 $198K
IWB
Ishares Tr Russell 1000 ETF

ETFs
393
+ 24.18%
$272.36 - $339.57 $107K - $133K
2.02K $685K
PCAR
Paccar Inc

Industrials
5.37K
+ 3.81%
$86.4 - $99.09 $464K - $532K
146K $13.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
104
+ 0.83%
$108.12 - $135.04 $11.2K - $14K
12.7K $1.71M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.01K
+ 2.82%
$63.54 - $68.5 $191K - $206K
110K $7.39M
AMD
Advanced Micro Devices Inc

Technology
238
+ 7.66%
$78.21 - $143.81 $18.6K - $34.2K
3.35K $474K
SOXL
Direxion Daily Semiconductor B

ETFs
4K
+ 88.89%
$8.25 - $25.2 $33K - $101K
8.5K $213K
PFE
Pfizer Inc

Healthcare
23.4K
+ 6.03%
$21.59 - $24.84 $505K - $581K
411K $9.97M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.39K
+ 23.62%
$100.35 - $100.71 $140K - $140K
7.3K $734K
GOOG
Alphabet Inc.

Communication Services
137
+ 2.7%
$146.58 - $180.01 $20.1K - $24.7K
5.21K $923K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.15K
+ 5.29%
$20.42 - $25.3 $43.9K - $54.4K
42.9K $1.08M
IGM
Ishares Expanded Tech Sector E

ETFs
902
+ 75.73%
$79.8 - $112.34 $72K - $101K
2.09K $235K
GILD
Gilead Sciences, Inc.

Healthcare
1.82K
+ 2.69%
$96.91 - $113.0 $176K - $205K
69.3K $7.68M
MET
Metlife Inc

Financial Services
1.3K
+ 1.63%
$68.42 - $82.49 $88.7K - $107K
80.6K $6.48M
RSP
Invesco S&P 500 Equal Weight E

ETFs
557
+ 39.12%
$152.93 - $181.74 $85.2K - $101K
1.98K $360K
BA
Boeing CO

Industrials
202
+ 11.88%
$136.59 - $217.51 $27.6K - $43.9K
1.9K $398K
ADP
Automatic Data Processing Inc

Industrials
86
+ 0.32%
$276.76 - $326.81 $23.8K - $28.1K
27.2K $8.38M
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
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