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
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
359
+ 12.77%
$42.4 - $44.11 $15.2K - $15.8K
3.17K $138K
PLD
Prologis, Inc.

Real Estate
150
+ 56.18%
$103.59 - $124.04 $15.5K - $18.6K
417 $46K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
343
+ 59.24%
$53.6 - $58.97 $18.4K - $20.2K
922 $50K
VT
Vanguard Total World Stk Index

ETFs
162
+ 14.59%
$115.08 - $123.97 $18.6K - $20.1K
1.27K $147K
SJNK
Spdr Bloomberg Short Term High

ETFs
823
+ 2.27%
$25.08 - $25.64 $20.6K - $21.1K
37K $931K
IWD
Ishares Russell 1000 Val ETF

ETFs
12
+ 0.25%
$182.82 - $196.21 $2.19K - $2.35K
4.8K $902K
KR
Kroger CO

Consumer Defensive
9
+ 0.38%
$58.36 - $67.72 $525 - $609
2.38K $161K
VCIT
Vanguard Intermediate Term Cor

ETFs
189
+ 17.68%
$79.17 - $82.04 $15K - $15.5K
1.26K $102K
WFC
Wells Fargo & Company

Financial Services
196
+ 17.55%
$66.78 - $81.42 $13.1K - $16K
1.31K $94K
CB
Chubb LTD

Financial Services
45
+ 44.12%
$257.71 - $301.99 $11.6K - $13.6K
147 $44K
FCX
Freeport Mcmoran Inc

Basic Materials
408
+ 53.26%
$34.5 - $43.01 $14.1K - $17.5K
1.17K $44K
VOT
Vanguard Mid Cap Growth Index

ETFs
60
+ 109.09%
$237.72 - $276.98 $14.3K - $16.6K
115 $28K
SAP
Sap Se

Technology
34
+ 14.35%
$241.4 - $293.69 $8.21K - $9.99K
271 $72K
ALB
Albemarle Corp

Basic Materials
307
+ 51.08%
$69.95 - $97.49 $21.5K - $29.9K
908 $65K
VFH
Vanguard Financial ETF

ETFs
50
+ 0.89%
$114.07 - $127.34 $5.7K - $6.37K
5.67K $677K
TT
Trane Technologies PLC

Industrials
46
+ 97.87%
$332.0 - $400.86 $15.3K - $18.4K
93 $31K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
297
+ 23.26%
$44.41 - $45.98 $13.2K - $13.7K
1.57K $71K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
200
+ 555.56%
$67.03 - $74.61 $13.4K - $14.9K
236 $16K
XLI
Industrial Sector Spdr

ETFs
100
+ 113.64%
$128.78 - $141.67 $12.9K - $14.2K
188 $24K
MDT
Medtronic PLC

Healthcare
30
+ 2.71%
$79.84 - $94.5 $2.4K - $2.84K
1.14K $101K
TTWO
Take Two Interactive Software Inc

Communication Services
56
+ 329.41%
$178.61 - $217.95 $10K - $12.2K
73 $15K
AGNC
Agnc Investment Corp.

Real Estate
1.2K
+ 141.18%
$9.12 - $10.54 $10.9K - $12.6K
2.05K $19K
HLI
Houlihan Lokey, Inc.

Financial Services
80
+ 111.11%
$154.43 - $187.4 $12.4K - $15K
152 $24K
HRB
H&R Block Inc

Consumer Cyclical
200
+ 42.92%
$49.96 - $55.97 $9.99K - $11.2K
666 $36K
USAC
Usa Compression Partners, LP

Energy
400
+ 200.0%
$23.75 - $29.24 $9.5K - $11.7K
600 $16K
ITA
Ishares Tr

ETFs
83
+ 8300.0%
$144.84 - $159.5 $12K - $13.2K
84 $12K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1
+ 0.05%
$67.08 - $76.14 $67.1 - $76.1
2.02K $148K
CTVA
Corteva, Inc.

Basic Materials
10
+ 0.55%
$55.94 - $66.15 $559 - $662
1.84K $115K
HEFA
Ishares Currency Hedged Msci E

ETFs
273
+ 80.77%
$34.83 - $37.52 $9.51K - $10.2K
611 $22K
BNDX
Vanguard Total International B

ETFs
223
+ 79.93%
$48.33 - $49.5 $10.8K - $11K
502 $24K
FTNT
Fortinet, Inc.

Technology
112
+ 37.33%
$92.49 - $114.57 $10.4K - $12.8K
412 $39K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
56
+ 5.74%
$63.07 - $73.5 $3.53K - $4.12K
1.03K $72K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.09%
$162.48 - $175.37 $162 - $175
1.08K $187K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
700
+ 82.84%
$25.0 - $39.76 $17.5K - $27.8K
1.55K $38K
MCK
Mckesson Corp

Healthcare
9
+ 20.45%
$566.21 - $672.99 $5.1K - $6.06K
53 $35K
NOW
Service Now, Inc.

Technology
17
+ 113.33%
$783.83 - $1170.39 $13.3K - $19.9K
32 $25K
MLPA
Global X Mlp ETF

ETFs
37
+ 1.76%
$49.83 - $54.53 $1.84K - $2.02K
2.14K $114K
LUV
Southwest Airlines CO

Industrials
267
+ 45.1%
$28.18 - $34.84 $7.52K - $9.3K
859 $28K
PGR
Progressive Corp

Financial Services
32
+ 533.33%
$235.61 - $291.22 $7.54K - $9.32K
38 $10K
JEPI
J P Morgan Exchange Traded Fd

ETFs
153
+ 13.18%
$56.17 - $59.71 $8.59K - $9.14K
1.31K $75K
ALL
Allstate Corp

Financial Services
3
+ 0.52%
$180.99 - $210.18 $543 - $631
581 $120K
ELV
Elevance Health, Inc.

Healthcare
5
+ 5.15%
$365.9 - $436.25 $1.83K - $2.18K
102 $44K
HUBS
Hubspot Inc

Technology
17
+ 212.5%
$571.29 - $819.71 $9.71K - $13.9K
25 $14K
ADSK
Autodesk, Inc.

Technology
35
+ 74.47%
N/A
82 $20K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.05%
$42.3 - $53.69 $42.3 - $53.7
2K $104K
JCI
Johnson Controls International PLC

Industrials
95
+ 287.88%
$76.12 - $90.6 $7.23K - $8.61K
128 $10K
TYL
Tyler Technologies Inc

Technology
14
+ 155.56%
$553.41 - $646.74 $7.75K - $9.05K
23 $13K
BME
Black Rock Health Sciences Trust

Financial Services
194
+ 1021.05%
$37.49 - $41.0 $7.27K - $7.95K
213 $8K
IHDG
Wisdomtree Tr

ETFs
206
+ 3.23%
$43.4 - $47.51 $8.94K - $9.79K
6.58K $285K
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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