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
SO
Southern CO

Utilities
13
+ 0.84%
$81.5 - $94.15 $1.06K - $1.22K
1.56K $128K
BCE
Bce Inc

Communication Services
88
+ 7.88%
$22.53 - $34.84 $1.98K - $3.07K
1.21K $27K
IVE
Ishares S&P 500 Value ETF

ETFs
7
+ 0.36%
$189.5 - $206.17 $1.33K - $1.44K
1.94K $369K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
41
+ 0.38%
$42.8 - $44.98 $1.75K - $1.84K
11K $478K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.58K
+ 4.03%
$46.33 - $48.6 $73K - $76.5K
40.7K $1.89M
IHDG
Wisdomtree Tr

ETFs
31
+ 0.49%
$43.38 - $46.0 $1.34K - $1.43K
6.38K $277K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.03%
$44.04 - $49.49 $44 - $49.5
3.78K $166K
SWK
Stanley Black & Decker, Inc.

Industrials
5
+ 1.04%
$79.07 - $109.36 $395 - $547
485 $38K
HSY
Hershey CO

Consumer Defensive
113
+ 7.27%
$168.67 - $193.65 $19.1K - $21.9K
1.67K $282K
IWD
Ishares Russell 1000 Val ETF

ETFs
30
+ 0.63%
$183.23 - $199.79 $5.5K - $5.99K
4.78K $885K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
142
+ 0.97%
$51.09 - $55.27 $7.25K - $7.85K
14.8K $757K
AEP
American Electric Power CO Inc

Utilities
23
+ 1.18%
$90.91 - $102.21 $2.09K - $2.35K
1.97K $181K
AZN
Astrazeneca PLC

Healthcare
33
+ 1.83%
$63.2 - $79.58 $2.09K - $2.63K
1.84K $120K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
68
+ 0.87%
$33.43 - $36.52 $2.27K - $2.48K
7.85K $264K
USD
Proshares Ultra Semiconductors

ETFs
500
+ 50.0%
$60.77 - $143.71 $30.4K - $71.9K
1.5K $97K
GIS
General Mills Inc

Consumer Defensive
201
+ 5.22%
$62.78 - $74.62 $12.6K - $15K
4.06K $258K
LOW
Lowes Companies Inc

Consumer Cyclical
43
+ 2.52%
$244.52 - $284.07 $10.5K - $12.2K
1.75K $431K
CCI
Crown Castle International Corp

Real Estate
16
+ 1.46%
$89.78 - $119.11 $1.44K - $1.91K
1.11K $100K
SHEL
Shell PLC

Energy
322
+ 1.92%
$60.63 - $70.23 $19.5K - $22.6K
17.1K $1.07M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.18K
+ 5.14%
$119.34 - $127.78 $141K - $151K
24.1K $2.88M
VEA
Vanguard Ftse Developed Market

ETFs
3
+ 0.03%
$47.57 - $52.44 $143 - $157
8.66K $414K
MCHP
Microchip Technology Inc

Technology
26
+ 1.21%
$55.51 - $79.05 $1.44K - $2.06K
2.18K $125K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
129K
+ 106.34%
$22.63 - $47.53 $2.91M - $6.12M
250K $5.67M
KLAC
Kla Corp

Technology
976
+ 19.01%
$614.46 - $829.55 $600K - $810K
6.11K $3.85M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.46K
+ 1.35%
$26.63 - $30.23 $38.9K - $44.2K
110K $2.93M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
2.51K
+ 0.79%
$21.01 - $22.0 $52.7K - $55.2K
319K $6.73M
PG
Procter & Gamble CO

Consumer Defensive
559
+ 0.88%
$161.05 - $179.7 $90K - $100K
64.3K $10.8M
SCHV
Schwab Strategic Tr Us Large C

ETFs
301K
+ 200.78%
$25.79 - $80.4 $7.76M - $24.2M
451K $11.7M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.03K
+ 4.48%
$104.5 - $125.64 $108K - $130K
24.1K $2.52M
IEF
Ishares Barclays

ETFs
34.6K
+ 5.51%
$92.08 - $98.18 $3.18M - $3.4M
662K $61.2M
AMT
American Tower Corp

Real Estate
5.87K
+ 19.56%
$179.4 - $232.01 $1.05M - $1.36M
35.9K $6.58M
CMCSA
Comcast Corp

Communication Services
14.9K
+ 6.25%
$37.39 - $45.14 $557K - $672K
253K $9.51M
ADBE
Adobe Inc.

Technology
1.04K
+ 8.06%
$437.39 - $552.96 $456K - $577K
14K $6.22M
AMAT
Applied Materials Inc

Technology
8.64K
+ 17.83%
$161.44 - $213.89 $1.39M - $1.85M
57.1K $9.28M
DUK
Duke Energy Corp

Utilities
1.12K
+ 1.18%
$105.76 - $120.76 $118K - $135K
96K $10.3M
ZTS
Zoetis Inc.

Healthcare
2.69K
+ 8.27%
$162.24 - $194.42 $437K - $523K
35.3K $5.74M
DHR
Danaher Corp

Healthcare
3.78K
+ 11.2%
$226.16 - $274.52 $856K - $1.04M
37.5K $8.62M
UBER
Uber Technologies, Inc

Technology
16.2K
+ 13.32%
$59.93 - $86.34 $970K - $1.4M
138K $8.31M
MDLZ
Mondelez International, Inc.

Consumer Defensive
7.34K
+ 7.99%
$59.25 - $72.99 $435K - $536K
99.2K $5.93M
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.03%
$485.52 - $625.25 $1.46K - $1.88K
11.7K $5.9M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
78.7K
+ 10.64%
$58.46 - $65.6 $4.6M - $5.16M
818K $47.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
250K
+ 98.62%
$18.41 - $40.87 $4.6M - $10.2M
503K $9.31M
AMGN
Amgen Inc

Healthcare
74
+ 0.37%
$258.78 - $328.31 $19.1K - $24.3K
20.1K $5.24M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.71K
+ 0.93%
$98.47 - $109.35 $365K - $405K
400K $39.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
43.7K
+ 3.09%
$71.75 - $75.11 $3.14M - $3.29M
1.46M $105M
MELI
Mercadolibre Inc

Consumer Cyclical
172
+ 3.27%
$1666.0 - $2117.3 $287K - $364K
5.43K $9.23M
LMT
Lockheed Martin Corp

Industrials
203
+ 1.03%
$479.66 - $614.62 $97.4K - $125K
19.9K $9.65M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.2K
+ 1.41%
$58.88 - $64.8 $598K - $658K
732K $43.1M
XOM
Exxon Mobil Corp

Energy
62.9K
+ 4.95%
$105.51 - $125.37 $6.63M - $7.88M
1.33M $143M
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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