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
UBS
Ubs Group Ag

Financial Services
7
+ 14.58%
$30.28 - $35.78 $212 - $250
55 $1K
Linde PLC Shs
22
+ 41.51%
N/A
75 $0
LYFT
Lyft, Inc.

Technology
53
+ 49.07%
$11.27 - $15.12 $597 - $801
161 $1K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4
+ 200.0%
$76.77 - $82.22 $307 - $329
6 $0
NDAQ
Nasdaq, Inc.

Financial Services
2
+ 1.07%
$72.17 - $83.76 $144 - $168
189 $14K
MSCI
Msci Inc.

Financial Services
1
+ 20.0%
$541.46 - $628.34 $541 - $628
6 $3K
MAIN
Main Street Capital Corp

Financial Services
1
+ 0.47%
$54.71 - $63.1 $54.7 - $63.1
213 $12K
Atlassian Corporation Cl A
4
+ 23.53%
N/A
21 $0
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
47
+ 24.1%
$47.25 - $67.02 $2.22K - $3.15K
242 $11K
THC
Tenet Healthcare Corp

Healthcare
1
+ 25.0%
$119.51 - $144.98 $120 - $145
5 $0
Super Micro Computer Inc Com New
1.01K
+ 25.12%
N/A
5.03K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
530
+ 10.22%
N/A
5.72K $0
RJF
Raymond James Financial Inc

Financial Services
6
+ 46.15%
$137.62 - $172.64 $826 - $1.04K
19 $2K
EWRE
Invesco S&P 500 Equal Weight R

ETFs
2
+ 0.63%
N/A
318 $0
TAK
Takeda Pharmaceutical CO LTD

Healthcare
7
+ 4.35%
$12.89 - $15.19 $90.2 - $106
168 $2K
RYT
Invesco S&P 500 Equal Weight T

ETFs
807
+ 7.4%
N/A
11.7K $0
Blackrock Inc Com
237
+ 1.54%
N/A
15.7K $0
BHP
Bhp Group LTD

Basic Materials
1
+ 0.21%
$48.18 - $52.11 $48.2 - $52.1
486 $23K
Arista Networks Inc Com Shs
23
+ 7.01%
N/A
351 $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3
+ 0.06%
$22.25 - $23.0 $66.8 - $69
4.79K $110K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1
+ 0.02%
N/A
6.41K $152K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2
+ 0.06%
$23.29 - $23.38 $46.6 - $46.8
3.12K $72K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1
+ 0.02%
$25.05 - $25.16 $25.1 - $25.2
6.16K $154K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1
+ 0.83%
$31.75 - $36.0 $31.8 - $36
122 $4K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
6
+ 0.13%
$50.03 - $50.27 $300 - $302
4.51K $225K
Invesco S&P Smallcap Industrials ETF
1.11K
+ 6.46%
N/A
18.3K $0
STT
State Street Corp

Financial Services
8
+ 4.82%
$84.47 - $102.23 $676 - $818
174 $15K
TOL
Toll Brothers, Inc.

Consumer Cyclical
21
+ 16.28%
$103.02 - $140.69 $2.16K - $2.95K
150 $15K
SWK
Stanley Black & Decker, Inc.

Industrials
5
+ 1.03%
$76.43 - $90.41 $382 - $452
490 $37K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.4%
$408.78 - $448.82 $409 - $449
253 $106K
CMI
Cummins Inc

Industrials
1
+ 5.56%
$312.92 - $386.07 $313 - $386
19 $5K
DD
Du Pont De Nemours, Inc.

Basic Materials
17
+ 0.98%
$72.7 - $84.32 $1.24K - $1.43K
1.76K $131K
PEG
Public Service Enterprise Group Inc

Utilities
6
+ 0.78%
$78.2 - $90.39 $469 - $542
771 $63K
PPG
Ppg Industries Inc

Basic Materials
5
+ 2.89%
$107.44 - $124.29 $537 - $621
178 $19K
GPN
Global Payments Inc

Industrials
5
+ 6.76%
$92.18 - $113.03 $461 - $565
79 $7K
RFV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.58%
$111.51 - $128.61 $112 - $129
172 $19K
IYY
Ishares Tr

ETFs
1
+ 1.43%
$134.05 - $149.75 $134 - $150
71 $9K
LYB
Lyondell Basell Industries N.V.

Basic Materials
8
+ 2.16%
$69.82 - $78.67 $559 - $629
379 $26K
IFF
International Flavors & Fragrances Inc

Basic Materials
1
+ 1.2%
$76.48 - $87.72 $76.5 - $87.7
84 $6K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 3.57%
$634.14 - $744.83 $634 - $745
29 $18K
CF
Cf Industries Holdings, Inc.

Basic Materials
9
+ 3.85%
$75.03 - $97.25 $675 - $875
243 $18K
RLI
Rli Corp

Financial Services
31
+ 100.0%
$71.75 - $163.21 $2.22K - $5.06K
62 $4K
KIM
Kimco Realty Corp

Real Estate
23
+ 2.3%
$20.15 - $23.42 $463 - $539
1.02K $21K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
42
+ 1.84%
$10.61 - $16.49 $446 - $693
2.33K $28K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.58%
$96.93 - $109.51 $96.9 - $110
173 $16K
CWB
Spdr Bloomberg Convertible Sec

ETFs
9
+ 0.37%
$75.99 - $81.58 $684 - $734
2.42K $185K
A
Agilent Technologies, Inc.

Healthcare
4
+ 3.28%
$116.69 - $152.6 $467 - $610
126 $14K
XPO
Xpo Logistics, Inc.

Industrials
4
+ 4.0%
$106.12 - $148.16 $424 - $593
104 $11K
SPYG
Spdr Portfolio

ETFs
320
+ 8.28%
$80.05 - $92.39 $25.6K - $29.6K
4.19K $336K
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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