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
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3
+ 0.11%
$139.8 - $197.22 $419 - $592
2.81K $554K
GLD
Spdr Gold Trust

ETFs
27
+ 0.5%
$273.71 - $316.29 $7.39K - $8.54K
5.43K $1.65M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
747
+ 62.62%
$103.88 - $123.68 $77.6K - $92.4K
1.94K $239K
CEG
Constellation Energy Corp

Utilities
79
+ 13.53%
$170.96 - $322.76 $13.5K - $25.5K
663 $213K
NOC
Northrop Grumman Corp

Industrials
192
+ 154.84%
$456.3 - $540.39 $87.6K - $104K
316 $157K
ROST
Ross Stores, Inc.

Consumer Cyclical
765
+ 2.77%
$126.62 - $154.26 $96.9K - $118K
28.4K $3.62M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
169
+ 66.8%
$376.48 - $440.65 $63.6K - $74.5K
422 $185K
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 1.89%
$496.48 - $617.85 $9.93K - $12.4K
1.08K $667K
USD
Proshares Ultra Semiconductors

ETFs
900
+ 450.0%
$29.19 - $74.0 $26.3K - $66.6K
1.1K $81K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
221
+ 8.04%
$60.61 - $87.72 $13.4K - $19.4K
2.97K $251K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1K
+ 27.56%
$39.43 - $49.34 $39.4K - $49.3K
4.63K $219K
SPYG
Spdr Portfolio

ETFs
4
+ 0.1%
$71.83 - $95.32 $287 - $381
4.19K $399K
DELL
Dell Technologies Inc.

Technology
164
+ 12.63%
$71.63 - $125.98 $11.7K - $20.7K
1.46K $179K
APD
Air Products & Chemicals, Inc.

Basic Materials
221
+ 92.08%
$248.61 - $294.96 $54.9K - $65.2K
461 $130K
AFRM
Affirm Holdings, Inc.

Technology
696
+ 134.62%
$35.75 - $69.14 $24.9K - $48.1K
1.21K $83K
UPST
Upstart Holdings, Inc.

Financial Services
700
+ 140.0%
$34.8 - $64.85 $24.4K - $45.4K
1.2K $77K
ATO
Atmos Energy Corp

Utilities
336
+ 11200.0%
$145.06 - $162.66 $48.7K - $54.7K
339 $52K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.24K
+ 13.83%
$19.6 - $24.44 $24.2K - $30.2K
10.2K $248K
MCK
Mckesson Corp

Healthcare
65
+ 122.64%
$652.83 - $732.78 $42.4K - $47.6K
118 $86K
ARCC
Ares Capital Corp

Financial Services
2.3K
+ 78.25%
$18.91 - $22.43 $43.5K - $51.7K
5.25K $115K
MCHP
Microchip Technology Inc

Technology
18
+ 0.83%
$35.34 - $71.6 $636 - $1.29K
2.18K $153K
ESS
Essex Property Trust, Inc.

Real Estate
174
+ 8700.0%
N/A
176 $48K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
100
+ 28.82%
$160.63 - $257.78 $16.1K - $25.8K
447 $114K
SOFI
So Fi Technologies, Inc.

Financial Services
1.01K
+ 25.11%
$9.5 - $18.21 $9.63K - $18.5K
5.05K $91K
DE
Deere & CO

Industrials
14
+ 1.51%
$412.99 - $531.48 $5.78K - $7.44K
943 $479K
VGIT
Vanguard Intermediate Term Tre

ETFs
692
+ 39.5%
$58.63 - $59.9 $40.6K - $41.5K
2.44K $146K
VOT
Vanguard Mid Cap Growth Index

ETFs
133
+ 115.65%
$216.28 - $284.39 $28.8K - $37.8K
248 $70K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
526
+ 13.77%
$39.89 - $49.46 $21K - $26K
4.35K $214K
TROW
Price T Rowe Group Inc

Financial Services
429
+ 1787.5%
$80.27 - $98.06 $34.4K - $42.1K
453 $43K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
242
+ 7.47%
$50.08 - $63.14 $12.1K - $15.3K
3.48K $219K
COF
Capital One Financial Corp

Financial Services
154
+ 59.46%
$150.57 - $212.76 $23.2K - $32.8K
413 $87K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
1.18K
+ 76.05%
$23.18 - $30.7 $27.2K - $36.1K
2.72K $77K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
1.78K
+ 79.86%
$15.5 - $20.28 $27.5K - $36K
4K $81K
VBK
Vanguard Small Cap Growth ETF

ETFs
18
+ 1.31%
$219.76 - $276.94 $3.96K - $4.98K
1.39K $385K
TRV
Travelers Companies, Inc.

Financial Services
142
+ 229.03%
$233.83 - $276.34 $33.2K - $39.2K
204 $54K
SLV
I Shares Silver Trust

ETFs
530
+ 4.83%
$27.08 - $33.74 $14.4K - $17.9K
11.5K $377K
NEE
Nextera Energy Inc

Utilities
569
+ 36.17%
$64.11 - $75.0 $36.5K - $42.7K
2.14K $148K
RTX
Raytheon Technologies Corp

Industrials
17
+ 0.67%
$113.75 - $148.48 $1.93K - $2.52K
2.55K $372K
GLW
Corning Inc

Technology
532
+ 40.8%
$39.07 - $52.59 $20.8K - $28K
1.84K $96K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
250
+ 100.0%
$111.3 - $134.5 $27.8K - $33.6K
500 $67K
UPS
United Parcel Service Inc

Industrials
386
+ 96.74%
$91.92 - $110.2 $35.5K - $42.5K
785 $79K
BAC
Bank Of America Corp

Financial Services
453
+ 20.8%
$34.39 - $47.46 $15.6K - $21.5K
2.63K $124K
KMB
Kimberly Clark Corp

Consumer Defensive
306
+ 75.56%
$126.84 - $145.22 $38.8K - $44.4K
711 $91K
LYFT
Lyft, Inc.

Technology
2K
+ 1242.24%
$9.97 - $17.21 $19.9K - $34.4K
2.16K $34K
CMCSA
Comcast Corp

Communication Services
1.02K
+ 31.13%
$32.84 - $36.72 $33.4K - $37.4K
4.29K $153K
GME
Game Stop Corp.

Consumer Cyclical
1K
+ 25.0%
$21.1 - $35.01 $21.1K - $35K
5K $121K
KKR
Kkr & Co. Inc.

Financial Services
4
+ 0.22%
$92.79 - $134.29 $371 - $537
1.8K $239K
ED
Consolidated Edison Inc

Utilities
328
+ 886.49%
$98.05 - $113.3 $32.2K - $37.2K
365 $36K
ES
Eversource Energy

Utilities
466
+ 100.87%
$54.25 - $65.89 $25.3K - $30.7K
928 $59K
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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