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
MHK
Mohawk Industries Inc

Consumer Cyclical
13
+ 216.67%
$116.82 - $161.27 $1.52K - $2.1K
19 $2K
MAIN
Main Street Capital Corp

Financial Services
2
+ 0.95%
$49.95 - $58.58 $99.9 - $117
212 $12K
ITW
Illinois Tool Works Inc

Industrials
16
+ 10.46%
$253.56 - $278.5 $4.06K - $4.46K
169 $42K
MCO
Moodys Corp

Financial Services
4
+ 7.41%
$454.04 - $500.88 $1.82K - $2K
58 $27K
KEYS
Keysight Technologies, Inc.

Technology
15
+ 26.32%
$149.01 - $172.53 $2.24K - $2.59K
72 $11K
QTEC
First Trust Nasdaq 100 Technol

ETFs
15
+ 4.97%
$185.87 - $204.12 $2.79K - $3.06K
317 $59K
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.92%
$216.13 - $242.4 $1.08K - $1.21K
548 $121K
EMN
Eastman Chemical CO

Basic Materials
24
+ 184.62%
$90.03 - $110.64 $2.16K - $2.66K
37 $3K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
104
+ 3.22%
$22.72 - $23.0 $2.36K - $2.39K
3.33K $76K
FCX
Freeport Mcmoran Inc

Basic Materials
222
+ 40.81%
$38.08 - $50.82 $8.45K - $11.3K
766 $29K
FDX
Fedex Corp

Industrials
5
+ 6.76%
$260.5 - $305.15 $1.3K - $1.53K
79 $22K
PAVE
Global X Fds Us Infrastructure

ETFs
60
+ 15.38%
$40.41 - $45.95 $2.42K - $2.76K
450 $18K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
64
+ 21.77%
$36.54 - $37.53 $2.34K - $2.4K
358 $13K
PJT
Pjt Partners Inc.

Financial Services
16
+ 1600.0%
$132.4 - $167.36 $2.12K - $2.68K
17 $2K
PINS
Pinterest, Inc.

Communication Services
65
+ 130.0%
$28.24 - $34.15 $1.84K - $2.22K
115 $3K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
40
+ 8.62%
$65.67 - $69.79 $2.63K - $2.79K
504 $33K
FLEX
Flex Ltd.

Technology
45
+ 90.0%
$32.52 - $41.3 $1.46K - $1.86K
95 $3K
OMC
Omnicom Group Inc.

Communication Services
35
+ 26.72%
$85.82 - $105.47 $3K - $3.69K
166 $14K
GLDM
World Gold Trust

ETFs
20
+ 12.99%
$50.76 - $55.23 $1.02K - $1.1K
174 $9K
PB
Prosperity Bancshares Inc

Financial Services
1
+ 1.08%
$70.04 - $85.07 $70 - $85.1
94 $7K
WCN
Waste Connections, Inc.

Industrials
7
+ 21.88%
$171.06 - $193.25 $1.2K - $1.35K
39 $6K
PPG
Ppg Industries Inc

Basic Materials
23
+ 15.33%
$119.09 - $131.37 $2.74K - $3.02K
173 $20K
WSO
Watsco Inc

Industrials
4
+ 8.0%
$466.57 - $568.78 $1.87K - $2.28K
54 $25K
NDAQ
Nasdaq, Inc.

Financial Services
5
+ 2.75%
$70.87 - $83.05 $354 - $415
187 $14K
NOMD
Nomad Foods LTD

Consumer Defensive
69
+ 265.38%
$16.25 - $18.57 $1.12K - $1.28K
95 $1K
VTRS
Viatris Inc

Healthcare
37
+ 16.09%
$11.32 - $13.37 $419 - $495
267 $3K
VRSK
Verisk Analytics, Inc.

Industrials
3
+ 25.0%
$262.86 - $294.75 $789 - $884
15 $4K
FANG
Diamondback Energy, Inc.

Energy
5
+ 17.86%
$153.06 - $199.5 $765 - $998
33 $5K
ING
Ing Groep Nv

Financial Services
200
+ 29.2%
$15.1 - $17.73 $3.02K - $3.55K
885 $13K
ENFR
Alerian Energy Infrastructure

ETFs
1
+ 0.99%
$28.52 - $33.11 $28.5 - $33.1
102 $3K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
23
+ 18.11%
$50.14 - $52.56 $1.15K - $1.21K
150 $7K
DTE
Dte Energy CO

Utilities
14
+ 14.0%
$117.04 - $129.77 $1.64K - $1.82K
114 $13K
IBN
Icici Bank LTD

Financial Services
55
+ 53.92%
$28.69 - $31.9 $1.58K - $1.75K
157 $4K
ANSS
Ansys Inc

Technology
2
+ 11.11%
$313.05 - $361.45 $626 - $723
20 $6K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
122
+ 14.29%
$63.27 - $70.31 $7.72K - $8.58K
976 $61K
CAH
Cardinal Health Inc

Healthcare
5
+ 10.87%
$107.89 - $125.33 $539 - $627
51 $6K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
5
+ 6.49%
$83.95 - $99.75 $420 - $499
82 $7K
STZ
Constellation Brands, Inc.

Consumer Defensive
13
+ 36.11%
$219.66 - $257.62 $2.86K - $3.35K
49 $10K
EMB
Ishares Tr

ETFs
13
+ 17.81%
$88.94 - $93.46 $1.16K - $1.21K
86 $7K
MBB
Ishares Tr

ETFs
13
+ 56.52%
$91.26 - $95.82 $1.19K - $1.25K
36 $3K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
1
+ 0.43%
$76.53 - $94.19 $76.5 - $94.2
231 $19K
ETR
Entergy Corp

Utilities
22
+ 100.0%
$73.19 - $156.4 $1.61K - $3.44K
44 $3K
GIB
Cgi Inc

Technology
12
+ 11.21%
$107.0 - $116.25 $1.28K - $1.4K
119 $13K
FISV
Fiserv Inc

Technology
5
+ 13.16%
N/A
43 $5K
AER
Aer Cap Holdings N.V.

Industrials
14
+ 10.07%
$91.85 - $100.3 $1.29K - $1.4K
153 $14K
GGG
Graco Inc

Industrials
6
+ 13.95%
$81.45 - $92.29 $489 - $554
49 $4K
HPE
Hewlett Packard Enterprise CO

Technology
1
+ 0.23%
$19.31 - $23.95 $19.3 - $24
436 $9K
FITB
Fifth Third Bancorp

Financial Services
24
+ 160.0%
$41.76 - $48.44 $1K - $1.16K
39 $1K
MLM
Martin Marietta Materials Inc

Basic Materials
6
+ 7.14%
$516.5 - $619.58 $3.1K - $3.72K
90 $46K
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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