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
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2
+ 0.03%
$25.0 - $25.11 $50 - $50.2
6.16K $154K
Corpay Inc Com Shs
6
+ 12.0%
N/A
56 $0
CRH.L
Crh PLC

Basic Materials
23
+ 45.1%
N/A
74 $0
SCHO
Schwab Short Term Us Treasury

ETFs
1.52K
+ 102.23%
$24.06 - $48.88 $36.5K - $74.1K
3K $72K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
312
+ 100.0%
$27.45 - $55.56 $8.56K - $17.3K
624 $17K
Invesco S&P Smallcap Industrials ETF
676
+ 4.1%
N/A
17.2K $0
COP
Conocophillips

Energy
14
+ 10.53%
$95.12 - $114.72 $1.33K - $1.61K
147 $14K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
7
+ 0.16%
$50.0 - $50.27 $350 - $352
4.5K $225K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
20
+ 1.74%
$48.33 - $49.08 $967 - $982
1.17K $56K
FNDA
Schwab Fundamental U S Small C

ETFs
102
+ 100.0%
$29.26 - $59.11 $2.98K - $6.03K
204 $6K
Arm Holdings PLC Sponsored Ads
27
+ 11.54%
N/A
261 $0
RFV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.59%
$116.09 - $131.23 $116 - $131
171 $20K
VLO
Valero Energy Corp

Energy
100
+ 10.79%
$118.59 - $144.02 $11.9K - $14.4K
1.03K $125K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
25
+ 17.01%
$26.79 - $30.35 $670 - $759
172 $4K
HEIA
Heico Crp Cl A
2
+ 3.13%
N/A
66 $0
Te Connectivity PLC Ord Shs
744
+ 1.68%
N/A
45.1K $0
HWM
Howmet Aerospace Inc.

Industrials
4
+ 36.36%
$99.72 - $120.09 $399 - $480
15 $1K
Super Micro Computer Inc Com New
3.92K
+ 3916.0%
N/A
4.02K $0
CF
Cf Industries Holdings, Inc.

Basic Materials
1
+ 0.43%
$81.39 - $94.14 $81.4 - $94.1
234 $19K
XLE
Energy Sector Spdr

ETFs
1
+ 0.75%
$83.32 - $97.27 $83.3 - $97.3
135 $11K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
5
+ 0.82%
N/A
614 $0
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
42
+ 1.64%
$23.29 - $23.93 $978 - $1.01K
2.61K $61K
PIN
Invesco India ETF Trust India
171
+ 8.43%
N/A
2.2K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
8
+ 0.15%
N/A
5.19K $0
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7
+ 0.34%
$91.29 - $91.8 $639 - $643
2.07K $189K
EWRE
Invesco S&P 500 Equal Weight R

ETFs
2
+ 0.64%
N/A
316 $0
DKNG
Draft Kings Inc.

Consumer Cyclical
36
+ 8.72%
$35.32 - $44.84 $1.27K - $1.61K
449 $16K
RYT
Invesco S&P 500 Equal Weight T

ETFs
10
+ 0.09%
N/A
10.9K $0
Freyr Battery Inc Com New
2K
+ 15.38%
N/A
15K $0
MANH
Manhattan Associates Inc

Technology
4
+ 9.3%
$263.36 - $309.78 $1.05K - $1.24K
47 $12K
POR
Portland General Electric CO

Utilities
9
+ 12.0%
$43.52 - $48.99 $392 - $441
84 $3K
EPHE
Ishares Msci Philippines ETF

ETFs
8
+ 40.0%
$24.55 - $29.65 $196 - $237
28 $0
Vitesse Energy Inc Common Stock
45
+ 7.03%
N/A
685 $0
Lithium Amers Corp New Com Shs
550
+ 25.88%
N/A
2.68K $0
KEX
Kirby Corp

Industrials
34
+ 13.6%
$104.14 - $130.55 $3.54K - $4.44K
284 $30K
ACI
Albertsons Companies, Inc.

Consumer Defensive
1
+ 6.67%
$18.01 - $19.92 $18 - $19.9
16 $0
Labcorp Holdings Inc Com Shs
3
+ 75.0%
N/A
7 $0
OGN
Organon & Co.

Healthcare
5
+ 5.1%
$14.44 - $18.83 $72.2 - $94.1
103 $1K
Lam Research Corp Com New
1.4K
+ 900.0%
N/A
1.55K $0
Linde PLC Shs
25
+ 89.29%
N/A
53 $0
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
1
+ 1.64%
$74.01 - $80.93 $74 - $80.9
62 $4K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 1.57%
$442.29 - $483.08 $13.3K - $14.5K
1.94K $880K
SACH
Sachem Capital Corp.

Real Estate
5
+ 3.07%
$1.17 - $2.52 $5.85 - $12.6
168 $0
ABC
Amerisourcebergen Corp

Healthcare
1
+ 0.16%
N/A
613 $113K
Roundhill Magnificent Seven ETF
6
+ 1.35%
N/A
452 $0
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3
+ 0.05%
N/A
6.41K $152K
Ramaco Res Inc Com Cl B
14
+ 2.33%
N/A
614 $0
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2
+ 0.06%
$23.25 - $23.37 $46.5 - $46.7
3.12K $72K
Veralto Corp Com Shs
3
+ 18.75%
N/A
19 $0
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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