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
AGNC
Agnc Investment Corp.

Real Estate
1.6K
+ 78.05%
$8.12 - $9.49 $13K - $15.2K
3.65K $33K
VBR
Vanguard Small Cap Value ETF

ETFs
13
+ 1.03%
$162.76 - $195.77 $2.12K - $2.55K
1.28K $249K
QBTS
D Wave Quantum Inc.

Technology
795
+ 223.94%
$6.22 - $19.04 $4.94K - $15.1K
1.15K $16K
FE
Firstenergy Corp

Utilities
334
+ 344.33%
$38.31 - $43.17 $12.8K - $14.4K
431 $17K
MNST
Monster Beverage Corp

Consumer Defensive
228
+ 165.22%
$55.01 - $64.24 $12.5K - $14.6K
366 $22K
VNQ
Vanguard Specialized Funds Van

ETFs
164
+ 25.11%
$79.79 - $91.42 $13.1K - $15K
817 $72K
CG
Carlyle Group Inc.

Financial Services
13
+ 0.84%
$34.78 - $51.4 $452 - $668
1.56K $80K
CCL
Carnival Corp

Consumer Cyclical
7
+ 0.47%
$16.43 - $28.12 $115 - $197
1.48K $41K
SNA
Snap On Inc

Industrials
37
+ 1850.0%
$292.36 - $342.2 $10.8K - $12.7K
39 $12K
EARN
Ellington Residential Mortgage Reit

Real Estate
2K
+ 62.5%
$4.54 - $5.77 $9.08K - $11.5K
5.2K $29K
TDW
Tidewater Inc

Energy
200
+ 28.57%
$32.27 - $48.26 $6.45K - $9.65K
900 $41K
CCI
Crown Castle International Corp

Real Estate
121
+ 55.5%
$94.83 - $107.06 $11.5K - $13K
339 $34K
IQLT
Ishares Msci Intl Quality Fact

ETFs
14
+ 0.42%
$35.9 - $43.76 $503 - $613
3.34K $144K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
220
+ 146.67%
$49.73 - $51.44 $10.9K - $11.3K
370 $19K
SMR
Nuscale Power Corp

Industrials
20
+ 4.44%
$12.6 - $43.24 $252 - $865
470 $18K
HRB
H&R Block Inc

Consumer Cyclical
200
+ 30.03%
$54.32 - $63.04 $10.9K - $12.6K
866 $47K
PRU
Prudential Financial Inc

Financial Services
4.06K
+ 4.04%
$95.12 - $112.71 $386K - $458K
104K $11.2M
NFG
National Fuel Gas CO

Energy
125
+ 304.88%
$73.0 - $86.01 $9.13K - $10.8K
166 $14K
PPL
Ppl Corp

Utilities
336
+ 381.82%
$33.45 - $36.5 $11.2K - $12.3K
424 $14K
ITW
Illinois Tool Works Inc

Industrials
45
+ 26.32%
$218.41 - $252.43 $9.83K - $11.4K
216 $53K
PAYX
Paychex Inc

Industrials
93
+ 32.52%
$137.01 - $159.78 $12.7K - $14.9K
379 $55K
WEC
Wec Energy Group, Inc.

Utilities
105
+ 308.82%
$102.24 - $109.76 $10.7K - $11.5K
139 $14K
ADSK
Autodesk, Inc.

Technology
44
+ 53.66%
N/A
126 $30K
MDB
Mongo Db, Inc.

Technology
44
+ 488.89%
$145.85 - $225.38 $6.42K - $9.92K
53 $11K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
52
+ 30.95%
$104.23 - $134.39 $5.42K - $6.99K
220 $29K
MRVL
Marvell Technology, Inc.

Technology
52
+ 13.83%
$49.38 - $79.97 $2.57K - $4.16K
428 $33K
HIG
Hartford Financial Services Group, Inc.

Financial Services
81
+ 289.29%
$109.83 - $131.67 $8.9K - $10.7K
109 $13K
HSBC
Hsbc Holdings PLC

Financial Services
98
+ 8.68%
$46.68 - $61.09 $4.57K - $5.99K
1.23K $74K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
28
+ 0.26%
$41.9 - $50.31 $1.17K - $1.41K
11K $527K
EXR
Extra Space Storage Inc.

Real Estate
63
+ 175.0%
$126.61 - $152.99 $7.98K - $9.64K
99 $14K
VGLT
Vanguard Long Term Treasury Et

ETFs
163
+ 86.7%
$53.66 - $58.71 $8.75K - $9.57K
351 $19K
TOL
Toll Brothers, Inc.

Consumer Cyclical
68
+ 45.33%
$90.5 - $114.3 $6.15K - $7.77K
218 $24K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
292
+ 183.65%
$32.56 - $35.71 $9.51K - $10.4K
451 $14K
FNF
Fidelity National Financial, Inc.

Financial Services
160
+ 2000.0%
$53.62 - $66.59 $8.58K - $10.7K
168 $9K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
9
+ 0.87%
$62.73 - $78.42 $565 - $706
1.04K $80K
MSCI
Msci Inc.

Financial Services
14
+ 233.33%
$506.56 - $576.74 $7.09K - $8.07K
20 $11K
ACHR
Archer Aviation Inc.

Industrials
11
+ 0.56%
$6.2 - $13.3 $68.2 - $146
1.97K $21K
FTNT
Fortinet, Inc.

Technology
36
+ 8.74%
$84.71 - $108.69 $3.05K - $3.91K
448 $47K
GPC
Genuine Parts CO

Consumer Cyclical
66
+ 58.93%
$105.54 - $129.09 $6.97K - $8.52K
178 $21K
LHX
L3 Harris Technologies, Inc.

Industrials
7
+ 4.55%
$200.21 - $256.99 $1.4K - $1.8K
161 $40K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7
+ 0.39%
$32.66 - $40.75 $229 - $285
1.81K $73K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
585
+ 14.8%
$7.19 - $8.75 $4.21K - $5.12K
4.54K $39K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2
+ 0.22%
$75.29 - $91.16 $151 - $182
913 $82K
NRZ
New Residential Investment Corp.

Real Estate
955
+ 99.69%
N/A
1.91K $13K
VEEV
Veeva Systems Inc

Healthcare
3
+ 3.26%
$209.39 - $289.94 $628 - $870
95 $27K
MAR
Marriott International Inc

Consumer Cyclical
4
+ 3.42%
$211.12 - $274.14 $844 - $1.1K
121 $33K
IWS
Ishares Russell Midcap Value E

ETFs
36
+ 17.73%
$110.58 - $132.14 $3.98K - $4.76K
239 $31K
PYPL
Pay Pal Holdings, Inc.

Financial Services
41
+ 9.88%
$57.41 - $74.81 $2.35K - $3.07K
456 $33K
EMN
Eastman Chemical CO

Basic Materials
86
+ 330.77%
$72.7 - $88.29 $6.25K - $7.59K
112 $8K
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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