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
DOCU
Docusign, Inc.

Technology
38
+ 41.76%
$74.7 - $97.7 $2.84K - $3.71K
129 $10K
QBTS
D Wave Quantum Inc.

Technology
305
+ 610.0%
$3.83 - $11.18 $1.17K - $3.41K
355 $2K
BAX
Baxter International Inc

Healthcare
15
+ 6.3%
$29.26 - $36.57 $439 - $549
253 $8K
CAH
Cardinal Health Inc

Healthcare
8
+ 15.69%
$118.02 - $137.77 $944 - $1.1K
59 $8K
INTU
Intuit Inc

Technology
5
+ 7.58%
$555.63 - $630.23 $2.78K - $3.15K
71 $43K
PFG
Principal Financial Group Inc

Financial Services
6
+ 2.0%
$76.34 - $89.04 $458 - $534
306 $25K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
4
+ 12.9%
$233.07 - $290.7 $932 - $1.16K
35 $9K
WY
Weyerhaeuser CO

Real Estate
33
+ 8.46%
$27.29 - $31.39 $901 - $1.04K
423 $12K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14
+ 0.68%
$91.45 - $91.75 $1.28K - $1.28K
2.08K $191K
ABC
Amerisourcebergen Corp

Healthcare
9
+ 1.47%
N/A
622 $115K
NSC
Norfolk Southern Corp

Industrials
5
+ 2.27%
$227.69 - $259.76 $1.14K - $1.3K
225 $53K
PSA
Public Storage

Real Estate
7
+ 36.84%
$288.99 - $313.98 $2.02K - $2.2K
26 $7K
WBD
Warner Bros. Discovery, Inc.

Communication Services
122
+ 4.72%
$9.47 - $11.46 $1.16K - $1.4K
2.71K $29K
AMP
Ameriprise Financial Inc

Financial Services
5
+ 166.67%
$472.29 - $575.13 $2.36K - $2.88K
8 $3K
GLDM
World Gold Trust

ETFs
18
+ 10.34%
$52.19 - $61.89 $939 - $1.11K
192 $11K
DLB
Dolby Laboratories, Inc.

Industrials
24
+ 80.0%
$76.37 - $87.32 $1.83K - $2.1K
54 $4K
UDR
Udr, Inc.

Real Estate
11
+ 2.2%
$40.09 - $46.04 $441 - $506
511 $23K
ES
Eversource Energy

Utilities
8
+ 1.76%
$55.63 - $63.8 $445 - $510
462 $28K
HEI
Heico Corp

Industrials
2
+ 4.44%
$219.6 - $270.85 $439 - $542
47 $12K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
64
+ 2.02%
$54.25 - $57.64 $3.47K - $3.69K
3.24K $178K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
13
+ 18.57%
$333.37 - $384.99 $4.33K - $5K
83 $27K
PCTY
Paylocity Holding Corp

Technology
7
+ 35.0%
$183.21 - $217.86 $1.28K - $1.53K
27 $5K
RELX
Relx PLC

Communication Services
6
+ 1.84%
$45.34 - $51.91 $272 - $311
332 $16K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
59
+ 59.0%
$30.38 - $34.94 $1.79K - $2.06K
159 $5K
ABNB
Airbnb, Inc.

Consumer Cyclical
19
+ 105.56%
$119.38 - $161.42 $2.27K - $3.07K
37 $4K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
61
+ 17.04%
$36.63 - $37.45 $2.23K - $2.28K
419 $15K
EBAY
Ebay Inc

Consumer Cyclical
7
+ 6.25%
$61.61 - $70.93 $431 - $497
119 $8K
UL
Unilever PLC

Consumer Defensive
3
+ 0.45%
$54.72 - $60.29 $164 - $181
676 $40K
PPTA
Perpetua Resources Corp.

Basic Materials
51
+ 6.3%
$8.03 - $12.92 $410 - $659
861 $9K
RS
Reliance Steel & Aluminum CO

Basic Materials
2
+ 33.33%
$266.61 - $302.66 $533 - $605
8 $2K
SCI
Service Corp International

Consumer Cyclical
7
+ 36.84%
$75.99 - $84.16 $532 - $589
26 $2K
SYY
Sysco Corp

Consumer Defensive
32
+ 3.27%
$70.0 - $77.13 $2.24K - $2.47K
1.01K $75K
ZM
Zoom Video Communications, Inc.

Technology
11
+ 183.33%
$72.23 - $88.64 $795 - $975
17 $1K
BFS
Saul Centers, Inc.

Real Estate
7
+ 28.0%
$35.47 - $38.54 $248 - $270
32 $1K
XYL
Xylem Inc.

Industrials
4
+ 6.78%
$114.02 - $132.04 $456 - $528
63 $7K
SNOW
Snowflake Inc.

Technology
13
+ 8.13%
$146.16 - $192.78 $1.9K - $2.51K
173 $25K
RGTI
Rigetti Computing, Inc.

Technology
125
+ 500.0%
$6.05 - $19.51 $756 - $2.44K
150 $1K
AWK
American Water Works Company, Inc.

Utilities
6
+ 100.0%
$121.01 - $149.31 $726 - $896
12 $1K
NTRS
Northern Trust Corp

Financial Services
21
+ 35.0%
$96.09 - $113.81 $2.02K - $2.39K
81 $7K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1
+ 0.29%
$69.87 - $75.62 $69.9 - $75.6
348 $25K
EXR
Extra Space Storage Inc.

Real Estate
6
+ 20.0%
$143.8 - $161.28 $863 - $968
36 $5K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
19
+ 475.0%
$62.41 - $133.91 $1.19K - $2.54K
23 $1K
BAC
Bank Of America Corp

Financial Services
138
+ 6.76%
$39.61 - $47.74 $5.47K - $6.59K
2.18K $90K
BK
Bank Of New York Mellon Corp

Financial Services
6
+ 7.41%
$75.42 - $88.95 $453 - $534
87 $7K
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.21%
$185.78 - $198.58 $743 - $794
1.94K $370K
EEM
Ishares Msci Emerging Markets

ETFs
3
+ 1.26%
$40.81 - $45.34 $122 - $136
241 $10K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1
+ 0.03%
$21.77 - $22.25 $21.8 - $22.3
3.36K $74K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2
+ 0.06%
$22.11 - $22.43 $44.2 - $44.9
3.31K $74K
VO
Vanguard Mid Cap ETF

ETFs
31
+ 2.26%
$251.87 - $277.95 $7.81K - $8.62K
1.41K $363K
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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