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
IEP
Icahn Enterprises L.P.

Industrials
11
+ 4.85%
$8.67 - $15.49 $95.4 - $170
238 $2K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2
+ 0.35%
$56.06 - $61.35 $112 - $123
579 $32K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3
+ 0.09%
$22.1 - $22.59 $66.3 - $67.8
3.3K $73K
NNN
National Retail Properties, Inc.

Real Estate
44
+ 9.84%
$39.77 - $49.34 $1.75K - $2.17K
491 $20K
NUE
Nucor Corp

Basic Materials
10
+ 21.28%
$115.78 - $167.74 $1.16K - $1.68K
57 $6K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 0.11%
$77.86 - $79.27 $77.9 - $79.3
880 $68K
BFS
Saul Centers, Inc.

Real Estate
1
+ 4.17%
$38.23 - $41.83 $38.2 - $41.8
25 $0
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
2
+ 7.69%
$97.45 - $121.28 $195 - $243
28 $2K
WDS
Woodside Energy Group LTD

Energy
13
+ 4.33%
$14.38 - $18.32 $187 - $238
313 $4K
MAGA
ETF Ser Solutions

ETFs
8
+ 1.24%
$47.31 - $52.49 $378 - $420
651 $30K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2
+ 0.41%
$80.93 - $85.66 $162 - $171
494 $39K
EWJ
Ishares Msci Japan ETF

ETFs
1
+ 1.72%
$66.18 - $71.84 $66.2 - $71.8
59 $3K
NOV
Nov Inc.

Energy
50
+ 4.17%
$14.06 - $16.79 $703 - $840
1.25K $18K
LDOS
Leidos Holdings, Inc.

Technology
1
+ 1.25%
$143.17 - $201.39 $143 - $201
81 $11K
SNY
Sanofi

Healthcare
25
+ 7.02%
$45.89 - $57.31 $1.15K - $1.43K
381 $18K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1
+ 0.6%
$114.08 - $125.68 $114 - $126
168 $19K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3
+ 0.09%
$21.81 - $22.48 $65.4 - $67.4
3.35K $73K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3
+ 0.05%
$23.88 - $24.32 $71.6 - $73
6.43K $154K
ED
Consolidated Edison Inc

Utilities
1
+ 0.94%
$88.87 - $107.38 $88.9 - $107
107 $9K
BAX
Baxter International Inc

Healthcare
2
+ 0.85%
$28.63 - $37.84 $57.3 - $75.7
238 $6K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.05%
$57.38 - $61.11 $57.4 - $61.1
2.15K $125K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2
+ 0.04%
$22.39 - $23.45 $44.8 - $46.9
4.79K $110K
SYY
Sysco Corp

Consumer Defensive
2
+ 0.2%
$73.63 - $81.77 $147 - $164
978 $74K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
4
+ 1.17%
$70.63 - $78.23 $283 - $313
347 $24K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
10
+ 0.75%
$89.9 - $100.66 $899 - $1.01K
1.34K $121K
WY
Weyerhaeuser CO

Real Estate
1
+ 0.26%
$27.21 - $33.7 $27.2 - $33.7
390 $10K
NXPI
Nxp Semiconductors N.V.

Technology
5
+ 5.0%
$207.27 - $255.58 $1.04K - $1.28K
105 $21K
ORCL
Oracle Corp

Technology
228
+ 2.07%
$165.41 - $192.43 $37.7K - $43.9K
11.2K $1.87M
TFX
Teleflex Inc

Healthcare
6
+ 11.32%
$172.66 - $245.13 $1.04K - $1.47K
59 $10K
CTAS
Cintas Corp

Industrials
8
+ 4.08%
$182.7 - $226.47 $1.46K - $1.81K
204 $37K
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.11%
$57.29 - $63.1 $57.3 - $63.1
889 $51K
VCIT
Vanguard Intermediate Term Cor

ETFs
2
+ 0.19%
$80.13 - $83.77 $160 - $168
1.07K $85K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2
+ 0.03%
$24.82 - $25.48 $49.6 - $51
6.17K $153K
NVS
Novartis Ag

Healthcare
21
+ 5.66%
$96.78 - $117.18 $2.03K - $2.46K
392 $38K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.09%
$164.89 - $177.66 $165 - $178
1.07K $177K
SCHP
Schwab Strategic Us Tips ETF

ETFs
371
+ 75.87%
$25.74 - $53.78 $9.55K - $20K
860 $22K
TSCO
Tractor Supply CO

Consumer Cyclical
600
+ 400.0%
$52.59 - $303.74 $31.6K - $182K
750 $39K
UNP
Union Pacific Corp

Industrials
22
+ 4.15%
$223.15 - $249.32 $4.91K - $5.49K
552 $125K
PLD
Prologis, Inc.

Real Estate
5
+ 1.91%
$101.4 - $126.96 $507 - $635
267 $28K
QCOM
Qualcomm Inc

Technology
44
+ 6.12%
$150.4 - $178.04 $6.62K - $7.83K
763 $117K
SCHA
Schwab Strategic Tr Us Small C

ETFs
40.7K
+ 98.74%
$25.33 - $51.16 $1.03M - $2.08M
81.9K $2.12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5
+ 0.28%
$34.13 - $37.35 $171 - $187
1.8K $61K
HPQ
Hp Inc

Technology
2
+ 0.12%
$32.46 - $39.3 $64.9 - $78.6
1.73K $56K
OXM
Oxford Industries Inc

Consumer Cyclical
9
+ 0.9%
$72.62 - $86.4 $654 - $778
1.01K $79K
O
Realty Income Corp

Real Estate
311
+ 12.52%
$51.76 - $64.71 $16.1K - $20.1K
2.8K $149K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.07%
$130.36 - $139.54 $130 - $140
1.45K $194K
MMM
3 M CO

Industrials
11
+ 0.84%
$124.74 - $137.12 $1.37K - $1.51K
1.32K $170K
VTR
Ventas, Inc.

Real Estate
11
+ 0.6%
$57.73 - $66.48 $635 - $731
1.84K $108K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
300
+ 9.46%
$33.77 - $44.09 $10.1K - $13.2K
3.47K $117K
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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