Bogart Wealth, LLC Incresed Positions in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
1.17K
+ 119.88%
N/A
2.15K $390K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.68K
+ 1.47%
$22.46 - $23.26 $82.6K - $85.5K
254K $5.87M
EPD
Enterprise Products Partners L.P.

Energy
1.13K
+ 2.75%
$31.75 - $34.14 $35.9K - $38.6K
42.3K $1.44M
TSLA
Tesla, Inc.

Consumer Cyclical
1.22K
+ 106.29%
$222.15 - $428.22 $270K - $521K
2.36K $611K
SYK
Stryker Corp

Healthcare
23
+ 0.21%
$355.18 - $399.9 $8.17K - $9.2K
11.2K $4.16M
RECS
Columbia ETF Tr I

ETFs
11.1K
+ 6.52%
$32.64 - $36.08 $364K - $402K
182K $6.05M
IAU
Ishares Gold Trust

ETFs
200
+ 1.85%
$49.74 - $58.96 $9.95K - $11.8K
11K $649K
PFE
Pfizer Inc

Healthcare
21.5K
+ 5.88%
$25.01 - $27.13 $538K - $584K
388K $9.83M
CRWD
Crowd Strike Holdings, Inc.

Technology
289
+ 39.05%
$308.86 - $455.36 $89.3K - $132K
1.03K $362K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.24K
+ 12.33%
$21.23 - $23.75 $175K - $196K
75.1K $1.62M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
748
+ 14.51%
$100.34 - $100.68 $75.1K - $75.3K
5.9K $594K
PLTR
Palantir Technologies Inc.

Technology
496
+ 15.48%
$64.98 - $124.62 $32.2K - $61.8K
3.7K $312K
LLY
Eli Lilly & CO

Healthcare
54
+ 12.5%
$725.72 - $929.72 $39.2K - $50.2K
486 $401K
KHC
Kraft Heinz CO

Consumer Defensive
1.91K
+ 133.85%
$28.51 - $32.22 $54.6K - $61.7K
3.34K $101K
TMUS
T Mobile Us, Inc.

Communication Services
73
+ 11.46%
$211.3 - $272.83 $15.4K - $19.9K
710 $189K
ABT
Abbott Laboratories

Healthcare
225
+ 23.39%
$111.1 - $140.22 $25K - $31.5K
1.19K $157K
DE
Deere & CO

Industrials
14
+ 1.53%
$408.57 - $509.27 $5.72K - $7.13K
929 $436K
COF
Capital One Financial Corp

Financial Services
243
+ 1518.75%
$163.87 - $209.82 $39.8K - $51K
259 $46K
TJX
Tjx Companies Inc

Consumer Cyclical
348
+ 167.31%
$112.81 - $126.16 $39.3K - $43.9K
556 $67K
WELL
Welltower Inc.

Real Estate
7
+ 0.46%
$124.05 - $156.86 $868 - $1.1K
1.53K $233K
IEFA
Ishares Tr

ETFs
343
+ 12.43%
$69.57 - $78.65 $23.9K - $27K
3.1K $234K
BTI
British American Tobacco P.L.C.

Consumer Defensive
532
+ 17.18%
$35.35 - $42.74 $18.8K - $22.7K
3.63K $150K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
2.02K
+ 1012.0%
$18.53 - $29.07 $37.5K - $58.8K
2.22K $42K
F
Ford Motor CO

Consumer Cyclical
3.56K
+ 194.54%
$9.12 - $10.43 $32.5K - $37.2K
5.4K $54K
YUM
Yum Brands Inc

Consumer Cyclical
5
+ 0.34%
$123.25 - $162.53 $616 - $813
1.46K $229K
NOC
Northrop Grumman Corp

Industrials
64
+ 106.67%
$433.45 - $513.82 $27.7K - $32.9K
124 $63K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
151
+ 1.65%
$126.11 - $135.06 $19K - $20.4K
9.29K $1.2M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.6K
+ 6.64%
$113.13 - $127.79 $181K - $205K
25.7K $2.91M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
353
+ 2.3%
$42.18 - $45.16 $14.9K - $15.9K
15.7K $695K
FDVV
Fidelity High Dividend ETF

ETFs
602
+ 299.5%
$48.86 - $52.28 $29.4K - $31.5K
803 $39K
LQD
Ishares Iboxx $ Investment Gra

ETFs
255
+ 102.82%
$105.1 - $109.61 $26.8K - $28K
503 $54K
ICSH
Blackrock Ultra Short Term Bon

ETFs
535
+ 54.04%
$50.44 - $50.7 $27K - $27.1K
1.53K $77K
AAL
American Airlines Group Inc.

Industrials
2.6K
+ 1300.0%
N/A
2.8K $30K
GME
Game Stop Corp.

Consumer Cyclical
2K
+ 100.0%
$21.73 - $33.37 $43.5K - $66.7K
4K $89K
JBBB
Janus Detroit Str Tr Henderson

ETFs
525
+ 46.42%
$48.34 - $49.66 $25.4K - $26.1K
1.66K $80K
SBUX
Starbucks Corp

Consumer Cyclical
100
+ 4.52%
$91.75 - $115.81 $9.18K - $11.6K
2.31K $226K
IEMG
Ishares Inc

ETFs
448
+ 6.87%
N/A
6.97K $373K
SO
Southern CO

Utilities
97
+ 6.21%
$80.96 - $92.96 $7.85K - $9.02K
1.66K $152K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
335
+ 1.57%
$27.01 - $28.54 $9.05K - $9.56K
21.6K $604K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
738
+ 40.95%
$28.55 - $29.09 $21.1K - $21.5K
2.54K $73K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
35
+ 0.65%
$48.65 - $53.06 $1.7K - $1.86K
5.4K $280K
EFG
Msci Eafe Growth ETF

ETFs
87
+ 2.09%
$96.1 - $106.37 $8.36K - $9.25K
4.26K $425K
DG
Dollar General Corp

Consumer Defensive
184
+ 37.55%
$68.44 - $87.93 $12.6K - $16.2K
674 $59K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
305
+ 60.52%
$65.27 - $71.18 $19.9K - $21.7K
809 $53K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
211
+ 30.14%
$78.97 - $85.82 $16.7K - $18.1K
911 $75K
VTR
Ventas, Inc.

Real Estate
20
+ 1.09%
$56.9 - $70.47 $1.14K - $1.41K
1.86K $127K
EFV
Msci Eafe Value ETF

ETFs
299
+ 119.6%
$51.88 - $60.73 $15.5K - $18.2K
549 $32K
UNP
Union Pacific Corp

Industrials
58
+ 10.51%
$225.21 - $254.42 $13.1K - $14.8K
610 $144K
MGV
Vanguard Mega Cap Value

ETFs
139
+ 69.15%
$123.61 - $133.01 $17.2K - $18.5K
340 $43K
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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