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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
116
+ 9.93%
$48.43 - $49.9 $5.62K - $5.79K
1.28K $64K
TMO
Thermo Fisher Scientific Inc.

Healthcare
17
+ 23.29%
$497.6 - $606.74 $8.46K - $10.3K
90 $44K
DRI
Darden Restaurants Inc

Consumer Cyclical
7
+ 2.33%
$180.02 - $208.56 $1.26K - $1.46K
308 $63K
KEYS
Keysight Technologies, Inc.

Technology
54
+ 75.0%
$148.16 - $185.11 $8K - $10K
126 $18K
LDOS
Leidos Holdings, Inc.

Technology
57
+ 70.37%
$126.82 - $161.11 $7.23K - $9.18K
138 $18K
AGZ
Ishares Agency Bond ETF

ETFs
67
+ 101.52%
$107.46 - $109.48 $7.2K - $7.34K
133 $14K
CTAS
Cintas Corp

Industrials
13
+ 6.37%
$182.09 - $208.14 $2.37K - $2.71K
217 $44K
AMD
Advanced Micro Devices Inc

Technology
518
+ 19.99%
$96.63 - $129.55 $50.1K - $67.1K
3.11K $319K
IDV
Ishares Tr

ETFs
1
+ 0.06%
$27.0 - $31.7 $27 - $31.7
1.81K $56K
MRNA
Moderna, Inc.

Healthcare
293
+ 273.83%
$28.35 - $47.53 $8.31K - $13.9K
400 $11K
TSCO
Tractor Supply CO

Consumer Cyclical
81
+ 10.8%
$51.66 - $57.94 $4.18K - $4.69K
831 $45K
LHX
L3 Harris Technologies, Inc.

Industrials
30
+ 24.19%
$194.65 - $222.86 $5.84K - $6.69K
154 $32K
PSX
Phillips 66

Energy
32
+ 14.55%
$113.93 - $131.55 $3.65K - $4.21K
252 $31K
IYW
Ishares Dj Us Tech ETF

ETFs
48
+ 600.0%
$140.44 - $166.79 $6.74K - $8.01K
56 $7K
PAYX
Paychex Inc

Industrials
10
+ 3.62%
$136.06 - $154.52 $1.36K - $1.55K
286 $44K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
51
+ 33.55%
$87.68 - $94.52 $4.47K - $4.82K
203 $19K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
84
+ 164.71%
$65.49 - $74.67 $5.5K - $6.27K
135 $9K
AIQ
Global X Funds Global X Artifi

ETFs
181
+ 174.04%
$36.38 - $42.77 $6.58K - $7.74K
285 $10K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
39
+ 1.03%
$42.5 - $46.71 $1.66K - $1.82K
3.82K $172K
HES
Hess Corp

Energy
14
+ 11.86%
$135.42 - $160.52 $1.9K - $2.25K
132 $21K
SCHO
Schwab Short Term Us Treasury

ETFs
201
+ 6.71%
$24.1 - $24.34 $4.84K - $4.89K
3.2K $77K
UGI
Ugi Corp

Utilities
55
+ 8.96%
$28.0 - $34.16 $1.54K - $1.88K
669 $22K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
88
+ 15.22%
$49.25 - $50.66 $4.33K - $4.46K
666 $33K
IXUS
Ishares Tr

ETFs
60
+ 21.74%
$65.06 - $72.31 $3.9K - $4.34K
336 $23K
DDOG
Datadog, Inc.

Technology
57
+ 285.0%
$98.68 - $151.89 $5.62K - $8.66K
77 $7K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
244
+ 8.37%
$69.69 - $79.99 $17K - $19.5K
3.16K $225K
KMB
Kimberly Clark Corp

Consumer Defensive
5
+ 1.25%
$124.46 - $147.4 $622 - $737
405 $57K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
17
+ 1.36%
$9.49 - $14.83 $161 - $252
1.27K $17K
ODFL
Old Dominion Freight Line, Inc.

Industrials
27
+ 96.43%
$161.13 - $209.29 $4.35K - $5.65K
55 $9K
CNP
Centerpoint Energy Inc

Utilities
51
+ 13.6%
$30.87 - $36.25 $1.57K - $1.85K
426 $15K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
92
+ 38.82%
$46.53 - $53.12 $4.28K - $4.89K
329 $15K
AAP
Advance Auto Parts Inc

Consumer Cyclical
100
+ 476.19%
$33.63 - $49.79 $3.36K - $4.98K
121 $4K
PH
Parker Hannifin Corp

Industrials
8
+ 61.54%
$591.65 - $707.05 $4.73K - $5.66K
21 $12K
ETR
Entergy Corp

Utilities
40
+ 90.91%
$75.26 - $87.89 $3.01K - $3.52K
84 $7K
JACK
Jack In The Box Inc

Consumer Cyclical
200
+ 200.0%
$27.19 - $42.58 $5.44K - $8.52K
300 $8K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 21.57%
$232.43 - $265.13 $2.56K - $2.92K
62 $16K
SCCO
Southern Copper Corp

Basic Materials
28
+ 5.57%
$85.92 - $101.48 $2.41K - $2.84K
531 $49K
VERX
Vertex, Inc.

Technology
170
+ 129.77%
$31.15 - $58.95 $5.3K - $10K
301 $10K
PINS
Pinterest, Inc.

Communication Services
111
+ 96.52%
$29.79 - $40.0 $3.31K - $4.44K
226 $7K
ONON
On Holding Ag

Consumer Cyclical
150
+ 50.0%
$43.92 - $63.62 $6.59K - $9.54K
450 $19K
SMR
Nuscale Power Corp

Industrials
250
+ 125.0%
$14.16 - $29.08 $3.54K - $7.27K
450 $6K
SHW
Sherwin Williams CO

Basic Materials
7
+ 43.75%
$330.16 - $365.55 $2.31K - $2.56K
23 $8K
HSY
Hershey CO

Consumer Defensive
4
+ 0.24%
$144.74 - $186.36 $579 - $745
1.67K $285K
AEE
Ameren Corp

Utilities
5
+ 2.5%
$86.87 - $103.67 $434 - $518
205 $20K
AFL
Aflac Inc

Financial Services
5
+ 1.72%
$100.99 - $111.19 $505 - $556
295 $32K
SCHW
Schwab Charles Corp

Financial Services
26
+ 9.42%
$71.24 - $83.64 $1.85K - $2.17K
302 $23K
NET
Cloudflare, Inc.

Technology
13
+ 6.5%
$110.71 - $176.5 $1.44K - $2.29K
213 $24K
ECL
Ecolab Inc.

Basic Materials
2
+ 1.64%
$229.72 - $269.82 $459 - $540
124 $31K
EXC
Exelon Corp

Utilities
33
+ 17.93%
$37.3 - $46.08 $1.23K - $1.52K
217 $9K
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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