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
SPSB
Spdr Portfolio Short Term Corp

ETFs
46
+ 42.2%
$29.82 - $30.19 $1.37K - $1.39K
155 $4K
IT
Gartner Inc

Technology
2
+ 25.0%
$377.5 - $449.52 $755 - $899
10 $4K
HWM
Howmet Aerospace Inc.

Industrials
2
+ 50.0%
$112.33 - $186.13 $225 - $372
6 $1K
DASH
Door Dash, Inc.

Communication Services
3
+ 50.0%
$163.16 - $246.51 $489 - $740
9 $2K
HBAN
Huntington Bancshares Inc

Financial Services
35
+ 9.46%
$12.49 - $16.76 $437 - $587
405 $6K
DHI
Horton D R Inc

Consumer Cyclical
1
+ 14.29%
$115.1 - $129.63 $115 - $130
8 $1K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
20
+ 0.96%
$91.43 - $91.74 $1.83K - $1.83K
2.1K $192K
SWX
Southwest Gas Holdings, Inc.

Utilities
20
+ 133.33%
$66.91 - $76.44 $1.34K - $1.53K
35 $2K
UBSI
United Bankshares Inc

Financial Services
30
+ 42.25%
$31.5 - $37.32 $945 - $1.12K
101 $3K
IDA
Idacorp Inc

Utilities
4
+ 57.14%
$111.01 - $119.72 $444 - $479
11 $1K
INTC
Intel Corp

Technology
78
+ 3.27%
$18.13 - $22.69 $1.41K - $1.77K
2.47K $55K
ICE
Intercontinental Exchange, Inc.

Financial Services
3
+ 11.11%
$151.62 - $183.47 $455 - $550
30 $5K
FITB
Fifth Third Bancorp

Financial Services
14
+ 35.9%
$33.32 - $41.51 $466 - $581
53 $2K
NIO
Nio Inc.

Consumer Cyclical
178
+ 83.96%
$3.14 - $4.31 $559 - $767
390 $1K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2
+ 0.86%
$52.22 - $73.66 $104 - $147
235 $15K
BK
Bank Of New York Mellon Corp

Financial Services
5
+ 5.75%
$73.31 - $91.62 $367 - $458
92 $8K
BKR
Baker Hughes CO

Energy
29
+ 49.15%
$35.0 - $44.92 $1.02K - $1.3K
88 $3K
AFG
American Financial Group Inc

Financial Services
4
+ 100.0%
$116.9 - $132.12 $468 - $528
8 $1K
LBRDK
Liberty Broadband Corp

Communication Services
6
+ 85.71%
$73.65 - $101.29 $442 - $608
13 $1K
VMC
Vulcan Materials CO

Basic Materials
2
+ 10.0%
$226.49 - $276.01 $453 - $552
22 $5K
AAL
American Airlines Group Inc.

Industrials
53
+ 1.89%
N/A
2.85K $31K
IX
Orix Corp

Financial Services
60
+ 100.0%
$18.25 - $22.52 $1.1K - $1.35K
120 $2K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
6
+ 66.67%
$84.41 - $106.28 $506 - $638
15 $1K
ABNB
Airbnb, Inc.

Consumer Cyclical
5
+ 13.51%
$105.69 - $140.64 $528 - $703
42 $5K
WTFC
Wintrust Financial Corp

Financial Services
5
+ 29.41%
$95.17 - $124.21 $476 - $621
22 $2K
MBLY
Mobileye Global Inc.
35
+ 35.0%
$11.77 - $18.44 $412 - $645
135 $2K
MRNA
Moderna, Inc.

Healthcare
36
+ 9.0%
$23.65 - $28.54 $851 - $1.03K
436 $12K
NNN
National Retail Properties, Inc.

Real Estate
20
+ 4.43%
$37.56 - $43.42 $751 - $868
471 $20K
BBDC
Barings Bdc, Inc.

Financial Services
104
+ 33.77%
$7.89 - $9.51 $821 - $989
412 $3K
XLRE
Select Sector Spdr Tr Real Est

ETFs
29
+ 483.33%
$37.08 - $42.26 $1.08K - $1.23K
35 $1K
WRB
Berkley W R Corp

Financial Services
7
+ 1.76%
$64.28 - $75.17 $450 - $526
404 $29K
RMD
Resmed Inc

Healthcare
4
+ 200.0%
$204.54 - $258.0 $818 - $1.03K
6 $1K
DGX
Quest Diagnostics Inc

Healthcare
3
+ 50.0%
N/A
9 $1K
K
Kellogg CO

Consumer Defensive
14
+ 35.9%
$77.85 - $82.88 $1.09K - $1.16K
53 $4K
TECH
Bio Techne Corp

Healthcare
9
+ 60.0%
$46.66 - $58.38 $420 - $525
24 $1K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1
+ 0.22%
$65.1 - $75.98 $65.1 - $76
464 $35K
BAH
Booz Allen Hamilton Holding Corp

Industrials
14
+ 7.18%
$99.97 - $129.69 $1.4K - $1.82K
209 $21K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3
+ 50.0%
$70.7 - $82.14 $212 - $246
9 $0
Cava Group Inc Com
64
+ 3.94%
N/A
1.69K $0
ENFR
Alerian Energy Infrastructure

ETFs
1
+ 0.96%
$28.49 - $33.44 $28.5 - $33.4
105 $3K
EIX
Edison International

Utilities
1
+ 11.11%
$48.32 - $59.92 $48.3 - $59.9
10 $0
Coherent Corp Com
9
+ 6.21%
N/A
154 $0
ETR
Entergy Corp

Utilities
1
+ 1.19%
$79.01 - $86.61 $79 - $86.6
85 $7K
CNQ
Canadian Natural Resources LTD

Energy
1
+ 12.5%
$25.14 - $34.01 $25.1 - $34
9 $0
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 1.65%
$217.22 - $246.25 $434 - $493
123 $29K
EXC
Exelon Corp

Utilities
9
+ 4.15%
$42.2 - $47.37 $380 - $426
226 $9K
Fidelity Enhanced Small Cap ETF
2
+ 0.56%
N/A
358 $0
WDS
Woodside Energy Group LTD

Energy
2
+ 0.94%
$11.5 - $16.77 $23 - $33.5
215 $3K
Te Connectivity PLC Ord Shs
26
+ 7.93%
N/A
354 $0
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
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email