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
PSX
Phillips 66

Energy
120
+ 120.0%
$110.35 - $138.93 $13.2K - $16.7K
220 $25K
LYG
Lloyds Banking Group PLC

Financial Services
4.7K
+ 469.5%
$2.67 - $3.23 $12.5K - $15.2K
5.7K $15K
PULS
Pgim ETF Tr

ETFs
237
+ 1580.0%
$49.51 - $49.79 $11.7K - $11.8K
252 $12K
VB
Vanguard Small Cap ETF

ETFs
24
+ 1.24%
$233.76 - $261.58 $5.61K - $6.28K
1.97K $472K
PCG
Pg&E Corp

Utilities
559
+ 37.27%
$19.2 - $21.63 $10.7K - $12.1K
2.06K $41K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
100
+ 83.33%
$101.77 - $113.02 $10.2K - $11.3K
220 $23K
ACN
Accenture PLC

Technology
33
+ 8.21%
$343.9 - $376.86 $11.3K - $12.4K
435 $153K
IEMG
Ishares Inc

ETFs
200
+ 3.16%
N/A
6.52K $349K
TMUS
T Mobile Us, Inc.

Communication Services
6
+ 0.95%
$206.1 - $246.94 $1.24K - $1.48K
637 $140K
FTI
Technip Fmc PLC

Energy
295
+ 129.96%
$25.16 - $31.95 $7.42K - $9.43K
522 $15K
PYPL
Pay Pal Holdings, Inc.

Financial Services
81
+ 21.43%
$77.25 - $91.3 $6.26K - $7.4K
459 $39K
KR
Kroger CO

Consumer Defensive
24
+ 1.02%
$55.21 - $63.3 $1.33K - $1.52K
2.37K $144K
IGM
Ishares Expanded Tech Sector E

ETFs
15
+ 1.26%
$94.19 - $106.95 $1.41K - $1.6K
1.2K $122K
CSX
Csx Corp

Industrials
264
+ 1056.0%
$31.58 - $36.88 $8.34K - $9.74K
289 $9K
FIS
Fidelity National Information Services, Inc.

Technology
116
+ 181.25%
$80.14 - $90.95 $9.3K - $10.6K
180 $14K
DELL
Dell Technologies Inc.

Technology
100
+ 7.7%
$111.96 - $144.21 $11.2K - $14.4K
1.4K $161K
PM
Philip Morris International Inc.

Consumer Defensive
146
+ 1.58%
$118.38 - $133.06 $17.3K - $19.4K
9.37K $1.13M
DOW
Dow Inc.

Basic Materials
765
+ 48.26%
$39.1 - $55.34 $29.9K - $42.3K
2.35K $94K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3
+ 0.1%
$72.18 - $81.41 $217 - $244
2.92K $220K
RTX
Raytheon Technologies Corp

Industrials
180
+ 7.6%
$114.45 - $127.21 $20.6K - $22.9K
2.55K $294K
CPRT
Copart Inc

Consumer Cyclical
130
+ 52.0%
$51.36 - $63.8 $6.68K - $8.29K
380 $21K
AES
Aes Corp

Utilities
741
+ 274.44%
$12.44 - $20.24 $9.22K - $15K
1.01K $13K
LUV
Southwest Airlines CO

Industrials
214
+ 56.61%
$28.99 - $34.84 $6.2K - $7.46K
592 $19K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
30
+ 55.56%
$229.83 - $258.46 $6.89K - $7.75K
84 $20K
INTU
Intuit Inc

Technology
11
+ 20.0%
$602.01 - $706.25 $6.62K - $7.77K
66 $41K
SONY
Sony Group Corp

Technology
776
+ 592.37%
$17.53 - $96.8 $13.6K - $75.1K
907 $19K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
15
+ 27.27%
$340.59 - $380.5 $5.11K - $5.71K
70 $25K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
92
+ 1.02%
$126.68 - $134.74 $11.7K - $12.4K
9.14K $1.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
84
+ 4.69%
$113.92 - $127.38 $9.57K - $10.7K
1.88K $216K
LYV
Live Nation Entertainment, Inc.

Communication Services
42
+ 37.5%
$109.06 - $140.54 $4.58K - $5.9K
154 $19K
TOL
Toll Brothers, Inc.

Consumer Cyclical
66
+ 104.76%
$123.8 - $167.8 $8.17K - $11.1K
129 $16K
GWW
W.W. Grainger, Inc.

Industrials
6
+ 13.33%
$1023.06 - $1220.93 $6.14K - $7.33K
51 $53K
GE
General Electric CO

Industrials
100
+ 22.99%
$159.95 - $194.23 $16K - $19.4K
535 $89K
MUB
Ishares National Muni Bond ETF

ETFs
100
+ 6.34%
$105.78 - $108.7 $10.6K - $10.9K
1.68K $178K
ES
Eversource Energy

Utilities
161
+ 54.95%
$55.9 - $67.73 $9K - $10.9K
454 $26K
CBRE
Cbre Group, Inc.

Real Estate
30
+ 10.24%
$119.22 - $140.71 $3.58K - $4.22K
323 $42K
SAP
Sap Se

Technology
10
+ 4.41%
$218.13 - $255.54 $2.18K - $2.56K
237 $58K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5
+ 62.5%
$1146.59 - $1270.6 $5.73K - $6.35K
13 $15K
JEPI
J P Morgan Exchange Traded Fd

ETFs
140
+ 13.71%
$57.53 - $60.83 $8.05K - $8.52K
1.16K $66K
EQIX
Equinix Inc

Real Estate
6
+ 85.71%
$865.69 - $985.0 $5.19K - $5.91K
13 $12K
JBBB
Janus Detroit Str Tr Henderson

ETFs
115
+ 11.32%
$48.59 - $49.45 $5.59K - $5.69K
1.13K $55K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
34.6K
+ 201.17%
$27.54 - $83.04 $952K - $2.87M
51.8K $1.43M
ABT
Abbott Laboratories

Healthcare
64
+ 7.13%
$111.93 - $119.39 $7.16K - $7.64K
962 $108K
MNST
Monster Beverage Corp

Consumer Defensive
92
+ 97.87%
$49.24 - $56.38 $4.53K - $5.19K
186 $9K
IYY
Ishares Tr

ETFs
30
+ 75.0%
$138.14 - $149.13 $4.14K - $4.47K
70 $10K
ROK
Rockwell Automation, Inc

Industrials
17
+ 100.0%
$264.65 - $302.92 $4.5K - $5.15K
34 $9K
MAR
Marriott International Inc

Consumer Cyclical
4
+ 3.48%
$246.06 - $292.59 $984 - $1.17K
119 $33K
IWR
Ishares Russell Mid Cap ETF

ETFs
57
+ 3.39%
$87.25 - $95.52 $4.97K - $5.44K
1.74K $153K
LIT
Global X Fds Global X Lithium

ETFs
110
+ 733.33%
$40.78 - $48.97 $4.49K - $5.39K
125 $5K
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