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
BCS
Barclays PLC

Financial Services
4
+ 1.9%
$12.69 - $16.25 $50.8 - $65
215 $3K
IONS
Ionis Pharmaceuticals Inc

Healthcare
31
+ 43.66%
$30.17 - $34.97 $935 - $1.08K
102 $3K
SQ
Block, Inc.

Technology
16
+ 200.0%
$54.04 - $92.95 $865 - $1.49K
24 $1K
BDX
Becton Dickinson & CO

Healthcare
2
+ 1.9%
$222.79 - $249.08 $446 - $498
107 $24K
HLN
Haleon PLC

Healthcare
48
+ 6.01%
$9.02 - $10.67 $433 - $512
847 $8K
EXPE
Expedia Group, Inc.

Consumer Cyclical
3
+ 20.0%
$157.11 - $206.52 $471 - $620
18 $3K
DLTR
Dollar Tree, Inc.

Consumer Defensive
7
+ 6.03%
$61.92 - $76.95 $433 - $539
123 $9K
DFS
Discover Financial Services

Financial Services
7
+ 5.65%
$152.99 - $203.25 $1.07K - $1.42K
131 $22K
MTB
M&T Bank Corp

Financial Services
6
+ 30.0%
$170.47 - $201.98 $1.02K - $1.21K
26 $4K
WEC
Wec Energy Group, Inc.

Utilities
5
+ 17.24%
$92.12 - $108.98 $461 - $545
34 $3K
CHTR
Charter Communications, Inc.

Communication Services
2
+ 100.0%
$334.89 - $384.77 $670 - $770
4 $1K
CLH
Clean Harbors Inc

Industrials
6
+ 40.0%
$188.14 - $246.1 $1.13K - $1.48K
21 $4K
AVB
Avalonbay Communities Inc

Real Estate
2
+ 7.69%
$207.86 - $228.08 $416 - $456
28 $6K
ENVA
Enova International, Inc.

Financial Services
12
+ 66.67%
$87.18 - $116.49 $1.05K - $1.4K
30 $2K
Grayscale Bitcoin Mini Trust ETF
1.72K
+ 141.15%
N/A
2.93K $0
SACH
Sachem Capital Corp.

Real Estate
7
+ 4.17%
$1.02 - $1.33 $7.14 - $9.31
175 $0
EFX
Equifax Inc

Industrials
2
+ 20.0%
$235.63 - $278.34 $471 - $557
12 $2K
Gsk PLC Sponsored Adr
80
+ 6.0%
N/A
1.41K $0
ENFR
Alerian Energy Infrastructure

ETFs
2
+ 1.96%
$30.27 - $34.12 $60.5 - $68.2
104 $3K
HDB
Hdfc Bank LTD

Financial Services
2
+ 2.94%
$58.06 - $66.85 $116 - $134
70 $4K
ROK
Rockwell Automation, Inc

Industrials
2
+ 5.88%
$255.29 - $303.75 $511 - $608
36 $9K
RBLX
Roblox Corp

Communication Services
8
+ 200.0%
$53.77 - $75.47 $430 - $604
12 $0
RIO
Rio Tinto PLC

Basic Materials
3
+ 1.53%
$58.19 - $64.29 $175 - $193
199 $11K
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 40.0%
$406.29 - $469.04 $813 - $938
7 $2K
CLSK
Cleanspark, Inc.

Technology
50
+ 33.33%
$6.72 - $12.03 $336 - $602
200 $1K
PAVE
Global X Fds Us Infrastructure

ETFs
30
+ 6.67%
$37.31 - $43.82 $1.12K - $1.31K
480 $18K
BFB
Brown Forman Corp Cl B
15
+ 30.0%
N/A
65 $0
Coherent Corp Com
130
+ 866.67%
N/A
145 $0
FDX
Fedex Corp

Industrials
14
+ 17.72%
$230.33 - $281.53 $3.22K - $3.94K
93 $22K
FIS
Fidelity National Information Services, Inc.

Technology
14
+ 7.78%
$68.12 - $83.42 $954 - $1.17K
194 $14K
FSLR
First Solar, Inc.

Technology
4
+ 20.0%
$126.34 - $197.73 $505 - $791
24 $3K
Ge Healthcare Technologies Inc Common Stock
247
+ 260.0%
N/A
342 $0
Solventum Corp Com Shs
2
+ 1.14%
N/A
178 $0
Ge Vernova Inc Com
17
+ 14.05%
N/A
138 $0
Cava Group Inc Com
1.37K
+ 527.8%
N/A
1.63K $0
STX
Seagate Technology Holdings PLC

Technology
13
+ 2.84%
$84.92 - $108.42 $1.1K - $1.41K
470 $39K
EIX
Edison International

Utilities
5
+ 125.0%
$50.06 - $80.01 $250 - $400
9 $0
CTSH
Cognizant Technology Solutions Corp

Technology
6
+ 30.0%
$75.32 - $90.7 $452 - $544
26 $1K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 5.88%
$953.54 - $1132.42 $2.86K - $3.4K
54 $53K
ITW
Illinois Tool Works Inc

Industrials
2
+ 1.18%
$244.9 - $274.48 $490 - $549
171 $42K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
4
+ 0.65%
N/A
618 $0
OGN
Organon & Co.

Healthcare
30
+ 29.13%
$14.29 - $16.41 $429 - $492
133 $1K
DWAC
Digital World Acquisition Corp.

Financial Services
260
+ 500.0%
N/A
312 $0
OMC
Omnicom Group Inc.

Communication Services
6
+ 3.61%
$79.43 - $88.34 $477 - $530
172 $14K
Labcorp Holdings Inc Com Shs
4
+ 57.14%
N/A
11 $0
Lam Research Corp Com New
3
+ 0.19%
N/A
1.55K $0
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1
+ 0.2%
$78.0 - $84.37 $78 - $84.4
495 $39K
THO
Thor Industries Inc

Consumer Cyclical
5
+ 14.29%
$75.81 - $105.39 $379 - $527
40 $3K
Liberty Media Corp Del Com Lbty One S C
6
+ 25.0%
N/A
30 $0
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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