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
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
437
+ 122.75%
$12.21 - $13.9 $5.34K - $6.07K
793 $10K
CELH
Celsius Holdings, Inc.

Consumer Defensive
14
+ 2.72%
$33.89 - $46.39 $474 - $649
529 $24K
FAST
Fastenal CO

Industrials
255
+ 214.29%
$40.65 - $83.16 $10.4K - $21.2K
374 $15K
INDA
Ishares Msci India Index Fund

ETFs
55
+ 8.66%
$49.13 - $55.86 $2.7K - $3.07K
690 $38K
SCHW
Schwab Charles Corp

Financial Services
24
+ 7.95%
$69.06 - $91.24 $1.66K - $2.19K
326 $29K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5
+ 2.5%
$82.32 - $112.47 $412 - $562
205 $23K
TSCO
Tractor Supply CO

Consumer Cyclical
117
+ 14.08%
$47.86 - $55.77 $5.6K - $6.53K
948 $50K
VAL
Valaris LTD

Energy
100
+ 33.33%
$28.94 - $46.88 $2.89K - $4.69K
400 $16K
COIN
Coinbase Global, Inc.

Technology
12
+ 240.0%
$151.47 - $375.07 $1.82K - $4.5K
17 $5K
WM
Waste Management Inc

Industrials
24
+ 31.58%
$216.47 - $242.1 $5.2K - $5.81K
100 $22K
KEX
Kirby Corp

Industrials
14
+ 5.17%
$87.32 - $114.99 $1.22K - $1.61K
285 $32K
SCHC
Schwab Strategic Tr Intl Small

ETFs
107
+ 150.7%
$32.41 - $42.59 $3.47K - $4.56K
178 $7K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
101
+ 44.89%
$30.25 - $38.85 $3.06K - $3.92K
326 $12K
LVS
Las Vegas Sands Corp

Consumer Cyclical
15
+ 1.88%
$30.7 - $44.12 $461 - $662
815 $35K
CF
Cf Industries Holdings, Inc.

Basic Materials
7
+ 2.88%
$68.47 - $102.48 $479 - $717
250 $23K
BEN
Franklin Resources Inc

Financial Services
213
+ 819.23%
$16.66 - $23.85 $3.55K - $5.08K
239 $5K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.05%
$54.27 - $63.01 $54.3 - $63
2.15K $134K
WELL
Welltower Inc.

Real Estate
27
+ 1.77%
$136.49 - $155.22 $3.69K - $4.19K
1.55K $238K
MPWR
Monolithic Power Systems Inc

Technology
2
+ 13.33%
$455.19 - $737.73 $910 - $1.48K
17 $12K
CTAS
Cintas Corp

Industrials
1
+ 0.46%
$190.11 - $227.66 $190 - $228
218 $48K
MPC
Marathon Petroleum Corp

Energy
4
+ 3.1%
$118.55 - $170.08 $474 - $680
133 $22K
APO
Apollo Global Management, Inc.

Financial Services
1
+ 0.14%
$108.68 - $145.07 $109 - $145
728 $103K
EXPD
Expeditors International Of Washington Inc

Industrials
37
+ 102.78%
$102.84 - $122.24 $3.81K - $4.52K
73 $8K
DAL
Delta Air Lines, Inc.

Industrials
39
+ 8.9%
$35.88 - $52.99 $1.4K - $2.07K
477 $23K
FDS
Factset Research Systems Inc

Financial Services
9
+ 11.11%
$398.85 - $473.32 $3.59K - $4.26K
90 $40K
CBRE
Cbre Group, Inc.

Real Estate
4
+ 1.35%
$113.94 - $140.12 $456 - $560
301 $42K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1
+ 0.04%
$10.8 - $16.92 $10.8 - $16.9
2.33K $32K
TSN
Tyson Foods, Inc.

Consumer Defensive
96
+ 47.29%
$54.33 - $63.56 $5.22K - $6.1K
299 $16K
DDOG
Datadog, Inc.

Technology
7
+ 9.09%
$87.0 - $134.33 $609 - $940
84 $11K
VRSN
Verisign Inc

Technology
14
+ 466.67%
$234.49 - $288.8 $3.28K - $4.04K
17 $4K
RBLX
Roblox Corp

Communication Services
32
+ 266.67%
$51.22 - $105.59 $1.64K - $3.38K
44 $4K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
107
+ 396.3%
$40.82 - $43.14 $4.37K - $4.62K
134 $5K
CRSP
Crispr Therapeutics Ag

Healthcare
50
+ 50.0%
$31.27 - $48.64 $1.56K - $2.43K
150 $7K
VLO
Valero Energy Corp

Energy
17
+ 1.87%
$104.69 - $141.77 $1.78K - $2.41K
927 $124K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4
+ 7.02%
$201.28 - $266.34 $805 - $1.07K
61 $16K
W
Wayfair Inc.

Consumer Cyclical
37
+ 69.81%
$24.14 - $51.22 $893 - $1.9K
90 $4K
IBDV
Ishares Tr

Technology
73
+ 1.21%
$21.28 - $21.98 $1.55K - $1.6K
6.12K $134K
NEM
Newmont Corp

Basic Materials
43
+ 358.33%
$44.18 - $59.46 $1.9K - $2.56K
55 $3K
CI
Cigna Corp

Healthcare
8
+ 38.1%
$301.89 - $340.04 $2.42K - $2.72K
29 $9K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4
+ 2.31%
$86.93 - $109.64 $348 - $439
177 $19K
HYLB
Xtrackers Usd High Yield Corp

ETFs
71
+ 52.99%
$34.72 - $36.92 $2.47K - $2.62K
205 $7K
TWLO
Twilio Inc

Communication Services
11
+ 15.28%
$81.34 - $124.36 $895 - $1.37K
83 $10K
MCO
Moodys Corp

Financial Services
1
+ 1.82%
$396.7 - $501.59 $397 - $502
56 $28K
WING
Wingstop Inc.

Consumer Cyclical
2
+ 9.52%
$210.24 - $381.46 $420 - $763
23 $7K
FIX
Comfort Systems Usa Inc

Industrials
3
+ 100.0%
$296.51 - $536.21 $890 - $1.61K
6 $3K
HCA
Hca Healthcare, Inc.

Healthcare
6
+ 300.0%
$317.61 - $387.52 $1.91K - $2.33K
8 $3K
L
Loews Corp

Financial Services
41
+ 341.67%
$80.89 - $92.09 $3.32K - $3.78K
53 $4K
ILMN
Illumina, Inc.

Healthcare
35
+ 583.33%
$70.3 - $95.41 $2.46K - $3.34K
41 $3K
JOBY
Joby Aviation, Inc.

Industrials
88
+ 29.33%
$5.33 - $10.55 $469 - $928
388 $4K
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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