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
CLX
Clorox CO

Consumer Defensive
275
+ 289.47%
$118.01 - $148.69 $32.5K - $40.9K
370 $44K
LEN
Lennar Corp

Consumer Cyclical
2.4K
+ 4.26%
$102.76 - $115.66 $247K - $278K
58.7K $6.49M
MSTR
Microstrategy Inc

Technology
4
+ 1.61%
$237.95 - $421.61 $952 - $1.69K
253 $102K
EFV
Msci Eafe Value ETF

ETFs
451
+ 82.15%
$52.4 - $64.65 $23.6K - $29.2K
1K $63K
ROKU
Roku, Inc

Communication Services
323
+ 234.06%
$55.1 - $87.89 $17.8K - $28.4K
461 $40K
SIL
Global X Silver Miners ETF

ETFs
616
+ 3080.0%
$33.97 - $49.02 $20.9K - $30.2K
636 $30K
NVS
Novartis Ag

Healthcare
206
+ 52.55%
$101.96 - $121.01 $21K - $24.9K
598 $72K
TOST
Toast, Inc.

Technology
16
+ 0.62%
$30.03 - $45.23 $480 - $724
2.59K $114K
WFC
Wells Fargo & Company

Financial Services
230
+ 17.52%
$60.98 - $80.12 $14K - $18.4K
1.54K $123K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
57
+ 68.67%
$299.15 - $396.54 $17.1K - $22.6K
140 $55K
O
Realty Income Corp

Real Estate
463
+ 57.44%
$52.27 - $58.52 $24.2K - $27.1K
1.27K $73K
VGSH
Vanguard

ETFs
458
+ 107.76%
$58.32 - $58.95 $26.7K - $27K
883 $51K
WHR
Whirlpool Corp

Consumer Cyclical
228
+ 80.57%
$75.71 - $101.42 $17.3K - $23.1K
511 $51K
BBY
Best Buy CO Inc

Consumer Cyclical
404
+ 202.0%
$56.17 - $75.73 $22.7K - $30.6K
604 $40K
VNQI
Vanguard Global Ex U.S. Real

ETFs
147
+ 4.49%
$37.77 - $46.15 $5.55K - $6.78K
3.42K $157K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
17
+ 3.14%
$180.84 - $240.32 $3.07K - $4.09K
558 $134K
STLG
Ishares Factors Us Growth Styl

ETFs
500
+ 71.43%
N/A
1.2K $60K
SO
Southern CO

Utilities
260
+ 15.68%
$84.91 - $92.56 $22.1K - $24.1K
1.92K $176K
VRT
Vertiv Holdings CO

Industrials
274
+ 22.87%
N/A
1.47K $127K
RF
Regions Financial Corp

Financial Services
3
+ 0.02%
$18.34 - $23.52 $55 - $70.6
13.2K $311K
CTVA
Corteva, Inc.

Basic Materials
25
+ 1.36%
$55.52 - $74.53 $1.39K - $1.86K
1.86K $138K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
103
+ 51.5%
$153.22 - $199.8 $15.8K - $20.6K
303 $56K
TTD
Trade Desk, Inc.

Technology
290
+ 906.25%
$45.27 - $79.4 $13.1K - $23K
322 $23K
KEY
Keycorp

Financial Services
271
+ 2.26%
$13.23 - $17.42 $3.59K - $4.72K
12.3K $213K
VEA
Vanguard Ftse Developed Market

ETFs
64
+ 2.19%
$45.65 - $57.01 $2.92K - $3.65K
2.99K $170K
IYW
Ishares Dj Us Tech ETF

ETFs
106
+ 189.29%
$122.57 - $173.27 $13K - $18.4K
162 $28K
VEU
Vanguard Ftse All World Ex Us

ETFs
216
+ 24.3%
$54.19 - $67.22 $11.7K - $14.5K
1.11K $74K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
54
+ 0.37%
$45.11 - $52.34 $2.44K - $2.83K
14.8K $776K
DD
Du Pont De Nemours, Inc.

Basic Materials
472
+ 26.88%
$55.13 - $75.25 $26K - $35.5K
2.23K $152K
AI
C3.Ai, Inc.

Technology
500
+ 22.73%
$18.24 - $27.8 $9.12K - $13.9K
2.7K $66K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
100
+ 56.18%
$113.67 - $150.4 $11.4K - $15K
278 $41K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
231
+ 90.23%
$77.74 - $78.78 $18K - $18.2K
487 $38K
IVR
Invesco Mortgage Capital Inc.

Real Estate
2.4K
+ 103.85%
$6.33 - $8.04 $15.2K - $19.3K
4.71K $36K
FDVV
Fidelity High Dividend ETF

ETFs
301
+ 37.48%
$43.6 - $52.02 $13.1K - $15.7K
1.1K $57K
RPG
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.08%
$33.86 - $45.77 $67.7 - $91.5
2.37K $108K
OEF
Ishares S&P 100 ETF

ETFs
63
+ 217.24%
N/A
92 $24K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
300
+ 37.5%
$42.56 - $50.32 $12.8K - $15.1K
1.1K $55K
HSY
Hershey CO

Consumer Defensive
149
+ 8.91%
$151.29 - $173.13 $22.5K - $25.8K
1.82K $302K
VT
Vanguard Total World Stk Index

ETFs
3
+ 0.24%
$103.16 - $128.52 $309 - $386
1.28K $163K
EOG
Eog Resources Inc

Energy
153
+ 48.11%
$104.61 - $129.97 $16K - $19.9K
471 $56K
KR
Kroger CO

Consumer Defensive
97
+ 4.08%
$64.62 - $74.0 $6.27K - $7.18K
2.48K $177K
INTU
Intuit Inc

Technology
3
+ 4.23%
$544.07 - $787.63 $1.63K - $2.36K
74 $58K
COP
Conocophillips

Energy
182
+ 136.84%
$82.66 - $106.1 $15K - $19.3K
315 $28K
SRE
Sempra Energy

Utilities
189
+ 74.12%
$63.78 - $78.91 $12.1K - $14.9K
444 $33K
F
Ford Motor CO

Consumer Cyclical
1.03K
+ 19.01%
$8.69 - $10.85 $8.92K - $11.1K
6.42K $69K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
155
+ 19.16%
$59.24 - $71.39 $9.18K - $11.1K
964 $68K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
570
+ 48.35%
$24.96 - $25.5 $14.2K - $14.5K
1.75K $44K
SCHP
Schwab Strategic Us Tips ETF

ETFs
551
+ 64.07%
$26.18 - $26.93 $14.4K - $14.8K
1.41K $37K
ADM
Archer Daniels Midland CO

Consumer Defensive
260
+ 1733.33%
$41.79 - $54.16 $10.9K - $14.1K
275 $14K
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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