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
FANG
Diamondback Energy, Inc.

Energy
4
+ 14.29%
$119.25 - $161.49 $477 - $646
32 $4K
Amc Entmt Hldgs Inc Cl A New
10K
+ 83.33%
N/A
22K $0
CMC
Commercial Metals CO

Basic Materials
1
+ 3.23%
$39.2 - $50.67 $39.2 - $50.7
32 $1K
Vanguard Core Bond ETF
7.83K
+ 19.08%
N/A
48.9K $0
Coreweave Inc Com Cl A
750
+ 750.0%
N/A
850 $0
CLF
Cleveland Cliffs Inc.

Basic Materials
132
+ 13.2%
$5.83 - $8.88 $770 - $1.17K
1.13K $8K
CROX
Crocs, Inc.

Consumer Cyclical
5
+ 10.0%
$88.67 - $120.26 $443 - $601
55 $5K
VFC
V F Corp

Consumer Cyclical
44
+ 61.97%
$9.74 - $16.39 $429 - $721
115 $1K
CCK
Crown Holdings Inc

Consumer Cyclical
4
+ 400.0%
$78.47 - $104.45 $314 - $418
5 $0
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3
+ 0.23%
$49.57 - $50.27 $149 - $151
1.29K $64K
Annaly Capital Management Inc Com New
2K
+ 416.67%
N/A
2.48K $0
Vitesse Energy Inc Common Stock
50
+ 7.3%
N/A
735 $0
GTLS
Chart Industries Inc

Industrials
1
+ 11.11%
$115.08 - $175.5 $115 - $176
10 $1K
AVTR
Avantor, Inc.

Basic Materials
6
+ 18.75%
$11.94 - $16.29 $71.6 - $97.7
38 $0
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
4
+ 5.19%
$107.83 - $119.94 $431 - $480
81 $8K
Blackrock Inc Com
335
+ 2.14%
N/A
16K $0
T Rex 2 X Long Mstr Daily Target ETF
5K
+ 41.67%
N/A
17K $0
Ge Healthcare Technologies Inc Common Stock
118
+ 34.5%
N/A
460 $0
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2
+ 0.06%
$22.3 - $22.57 $44.6 - $45.1
3.31K $74K
Kenvue Inc Com
249
+ 56.59%
N/A
689 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
14
+ 0.12%
N/A
11.7K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
2
+ 0.63%
N/A
320 $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
9
+ 0.16%
N/A
5.73K $0
Serve Robotics Inc Com
11.1K
+ 1230.56%
N/A
12K $0
SCI
Service Corp International

Consumer Cyclical
4
+ 15.38%
$73.58 - $81.65 $294 - $327
30 $2K
PHG
Koninklijke Philips Nv

Healthcare
2
+ 2.9%
$21.67 - $25.64 $43.3 - $51.3
71 $1K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
4
+ 0.65%
N/A
622 $0
PIN
Invesco India ETF Trust India
38
+ 1.73%
N/A
2.24K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
36.6K
+ 15253.75%
N/A
36.8K $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4
+ 0.08%
$22.54 - $23.17 $90.2 - $92.7
4.8K $110K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
1
+ 1.39%
$41.42 - $46.68 $41.4 - $46.7
73 $3K
SACH
Sachem Capital Corp.

Real Estate
7
+ 4.0%
$0.85 - $1.23 $5.95 - $8.61
182 $0
Rubrik Inc. Cl A
46
+ 200.0%
N/A
69 $0
RGLD
Royal Gold Inc

Basic Materials
3
+ 12.0%
$155.48 - $186.71 $466 - $560
28 $4K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4
+ 0.12%
$22.81 - $22.97 $91.2 - $91.9
3.24K $74K
Ishares Bitcoin Trust ETF
100
+ 6.97%
N/A
1.54K $0
EWJ
Ishares Msci Japan ETF

ETFs
1
+ 1.69%
$61.32 - $75.28 $61.3 - $75.3
60 $4K
RIO
Rio Tinto PLC

Basic Materials
2
+ 1.01%
$52.32 - $62.75 $105 - $126
201 $11K
Reddit Inc Cl A
3
+ 300.0%
N/A
4 $0
IONR
Ioneer LTD

Basic Materials
20
+ 100.0%
$2.51 - $3.95 $50.2 - $79
40 $0
IP
International Paper CO

Consumer Cyclical
9
+ 450.0%
$43.89 - $54.46 $395 - $490
11 $0
IEP
Icahn Enterprises L.P.

Industrials
30
+ 12.61%
$7.81 - $9.75 $234 - $293
268 $2K
MAIN
Main Street Capital Corp

Financial Services
2
+ 0.94%
$49.15 - $59.32 $98.3 - $119
215 $12K
BFS
Saul Centers, Inc.

Real Estate
9
+ 28.13%
$32.21 - $36.42 $290 - $328
41 $1K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
25
+ 16.89%
$21.02 - $26.3 $526 - $658
173 $3K
BROS
Dutch Bros Inc.

Consumer Cyclical
3
+ 42.86%
$51.37 - $73.72 $154 - $221
10 $0
Orchid Is Cap Inc Com New
1.54K
+ 64.17%
N/A
3.94K $0
MLI
Mueller Industries Inc

Industrials
7
+ 23.33%
$68.45 - $79.6 $479 - $557
37 $2K
STE
Steris PLC

Healthcare
1
+ 50.0%
$208.55 - $252.55 $209 - $253
3 $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
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