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
TDG
Trans Digm Group Inc

Industrials
5
+ 62.5%
$1239.0 - $1442.53 $6.2K - $7.21K
13 $16K
CSGP
Costar Group, Inc.

Real Estate
85
+ 52.47%
$69.7 - $81.97 $5.92K - $6.97K
247 $17K
VTWO
Vanguard Russell 2000 ETF

ETFs
57
+ 1.3%
$87.42 - $98.06 $4.98K - $5.59K
4.45K $397K
CC
Chemours CO

Basic Materials
357
+ 66.6%
$16.82 - $21.94 $6K - $7.83K
893 $15K
ALC
Alcon Inc

Healthcare
73
+ 101.39%
$83.87 - $99.15 $6.12K - $7.24K
145 $12K
MLPA
Global X Mlp ETF

ETFs
39
+ 1.89%
$47.44 - $52.61 $1.85K - $2.05K
2.11K $104K
RPG
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.13%
$38.88 - $44.07 $117 - $132
2.36K $97K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.21%
$47.46 - $65.77 $47.5 - $65.8
483 $29K
EQT
Eqt Corp

Energy
56
+ 22.86%
$35.62 - $46.89 $1.99K - $2.63K
301 $13K
VMC
Vulcan Materials CO

Basic Materials
19
+ 95.0%
$237.95 - $292.31 $4.52K - $5.55K
39 $10K
FAST
Fastenal CO

Industrials
75
+ 122.95%
$69.99 - $84.35 $5.25K - $6.33K
136 $9K
TSN
Tyson Foods, Inc.

Consumer Defensive
100
+ 97.09%
$57.14 - $64.54 $5.71K - $6.45K
203 $11K
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 17.65%
$471.27 - $550.62 $2.83K - $3.3K
40 $20K
CHWY
Chewy, Inc.

Consumer Cyclical
96
+ 112.94%
$26.51 - $35.87 $2.54K - $3.44K
181 $6K
MKL
Markel Corp

Financial Services
2
+ 22.22%
$1542.01 - $1785.11 $3.08K - $3.57K
11 $18K
CASY
Caseys General Stores Inc

Consumer Cyclical
9
+ 50.0%
$366.65 - $427.88 $3.3K - $3.85K
27 $10K
IEFA
Ishares Tr

ETFs
336
+ 13.87%
$70.06 - $77.43 $23.5K - $26K
2.76K $193K
TDC
Teradata Corp

Technology
152
+ 220.29%
$28.47 - $33.38 $4.33K - $5.07K
221 $6K
DEO
Diageo PLC

Consumer Defensive
30
+ 35.71%
$118.0 - $139.88 $3.54K - $4.2K
114 $14K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
21
+ 13.91%
$100.18 - $109.1 $2.1K - $2.29K
172 $18K
AVB
Avalonbay Communities Inc

Real Estate
14
+ 116.67%
$216.28 - $237.81 $3.03K - $3.33K
26 $5K
VOT
Vanguard Mid Cap Growth Index

ETFs
10
+ 22.22%
$241.48 - $274.89 $2.41K - $2.75K
55 $13K
VNT
Vontier Corp

Technology
63
+ 45.0%
$33.03 - $40.45 $2.08K - $2.55K
203 $7K
MGY
Magnolia Oil & Gas Corp

Energy
131
+ 36.19%
$22.89 - $28.79 $3K - $3.77K
493 $11K
WAT
Waters Corp

Healthcare
3
+ 1.94%
$323.11 - $392.01 $969 - $1.18K
158 $58K
GOLD
Barrick Gold Corp

Basic Materials
2.02K
+ 31.83%
$15.23 - $21.19 $30.8K - $42.9K
8.38K $129K
BDX
Becton Dickinson & CO

Healthcare
22
+ 26.51%
$220.02 - $243.75 $4.84K - $5.36K
105 $23K
KMX
Carmax Inc

Consumer Cyclical
33
+ 24.09%
$71.11 - $87.2 $2.35K - $2.88K
170 $13K
VEEV
Veeva Systems Inc

Healthcare
11
+ 12.22%
$201.81 - $250.45 $2.22K - $2.75K
101 $21K
ARES
Ares Management Corp

Financial Services
12
+ 26.67%
$153.38 - $183.7 $1.84K - $2.2K
57 $10K
EFA
Ishares Tr Msci Eafe ETF

ETFs
147
+ 14.67%
$75.1 - $82.99 $11K - $12.2K
1.15K $86K
HLI
Houlihan Lokey, Inc.

Financial Services
11
+ 18.03%
$158.81 - $190.49 $1.75K - $2.1K
72 $12K
IT
Gartner Inc

Technology
7
+ 87.5%
$481.22 - $551.8 $3.37K - $3.86K
15 $7K
ICLR
Icon PLC

Healthcare
34
+ 66.67%
$187.22 - $297.57 $6.37K - $10.1K
85 $17K
TYL
Tyler Technologies Inc

Technology
5
+ 125.0%
$576.64 - $635.69 $2.88K - $3.18K
9 $5K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
102
+ 154.55%
$32.93 - $39.8 $3.36K - $4.06K
168 $5K
TTE
Total Energies Se

Energy
47
+ 21.08%
N/A
270 $18K
HLN
Haleon PLC

Healthcare
374
+ 88.0%
$9.23 - $10.71 $3.45K - $4.01K
799 $7K
AJG
Arthur J. Gallagher & Co.

Financial Services
12
+ 16.0%
$278.49 - $315.16 $3.34K - $3.78K
87 $24K
STT
State Street Corp

Financial Services
2
+ 1.22%
$85.96 - $100.78 $172 - $202
166 $16K
WRB
Berkley W R Corp

Financial Services
26
+ 6.55%
$56.48 - $64.94 $1.47K - $1.69K
423 $24K
SPSC
Sps Commerce Inc

Technology
12
+ 33.33%
$165.0 - $198.81 $1.98K - $2.39K
48 $8K
BSX
Boston Scientific Corp

Healthcare
11
+ 12.09%
$83.62 - $91.5 $920 - $1.01K
102 $9K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
36
+ 6.2%
$209.89 - $233.24 $7.56K - $8.4K
617 $131K
BBDC
Barings Bdc, Inc.

Financial Services
161
+ 57.5%
$9.27 - $10.33 $1.49K - $1.66K
441 $4K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
204
+ 83.27%
$8.24 - $11.07 $1.68K - $2.26K
449 $4K
GPC
Genuine Parts CO

Consumer Cyclical
33
+ 36.67%
$113.11 - $143.63 $3.73K - $4.74K
123 $14K
ADSK
Autodesk, Inc.

Technology
8
+ 20.51%
N/A
47 $11K
ICE
Intercontinental Exchange, Inc.

Financial Services
13
+ 72.22%
$148.29 - $166.93 $1.93K - $2.17K
31 $4K
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
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