Bogart Wealth, LLC New Holdings in Q3 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NICE
Nice Ltd.

Technology
33.2K
New
$154.95 - $184.96 $5.14M - $6.13M
33.2K $5.76M
RECS
Columbia ETF Tr I

ETFs
107K
New
$30.74 - $33.91 $3.3M - $3.64M
107K $3.64M
USD
Proshares Ultra Semiconductors

ETFs
1K
New
$85.93 - $163.04 $85.9K - $163K
1K $119K
SOXL
Direxion Daily Semiconductor B

ETFs
2.9K
New
$25.96 - $68.59 $75.3K - $199K
2.9K $106K
GTO
Invesco Actively Managed ETF T

ETFs
1.2K
New
$46.22 - $48.77 $55.5K - $58.5K
1.2K $57K
QBTS
D Wave Quantum Inc.

Technology
50K
New
$0.8 - $1.33 $40K - $66.5K
50K $49K
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.02K
New
$48.27 - $49.33 $49K - $50.1K
1.02K $49K
RRC
Range Resources Corp

Energy
1.58K
New
$27.91 - $34.84 $44.1K - $55.1K
1.58K $48K
OILU
Bank Of Montreal

ETFs
1.5K
New
$27.89 - $42.32 $41.8K - $63.5K
1.5K $47K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
865
New
$37.39 - $42.2 $32.3K - $36.5K
865 $36K
NEXT
Next Decade Corp.

Energy
4K
New
$4.37 - $8.32 $17.5K - $33.3K
4K $18K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
658
New
$25.38 - $26.27 $16.7K - $17.3K
658 $17K
HLLY
Holley Inc.

Consumer Cyclical
5K
New
$2.9 - $4.06 $14.5K - $20.3K
5K $14K
ARRY
Array Technologies, Inc.

Technology
2K
New
$5.69 - $11.76 $11.4K - $23.5K
2K $13K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
1.1K
New
$10.1 - $10.68 $11.1K - $11.7K
1.1K $11K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
945
New
$11.72 - $12.38 $11.1K - $11.7K
945 $11K
CODI
Compass Diversified Holdings

Industrials
500
New
$20.23 - $24.06 $10.1K - $12K
500 $11K
TOL
Toll Brothers, Inc.

Consumer Cyclical
63
New
$109.16 - $155.35 $6.88K - $9.79K
63 $9K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
529
New
$17.02 - $18.39 $9K - $9.73K
529 $9K
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
769
New
$11.92 - $13.07 $9.17K - $10.1K
769 $9K
ITM
Vaneck Intermediate Muni ETF

ETFs
173
New
$45.67 - $47.0 $7.9K - $8.13K
173 $8K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
200
New
$33.88 - $42.82 $6.78K - $8.56K
200 $8K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
93
New
$66.56 - $75.11 $6.19K - $6.99K
93 $6K
INGR
Ingredion Inc

Consumer Defensive
38
New
$111.98 - $137.59 $4.26K - $5.23K
38 $5K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
109
New
$49.77 - $51.95 $5.42K - $5.66K
109 $5K
GFF
Griffon Corp

Industrials
82
New
$55.61 - $74.71 $4.56K - $6.13K
82 $5K
IYY
Ishares Tr

ETFs
40
New
$125.77 - $139.59 $5.03K - $5.58K
40 $5K
SLF
Sun Life Financial Inc

Financial Services
89
New
$47.07 - $58.09 $4.19K - $5.17K
89 $5K
DFIS
Dimensional ETF Tr Dimensional

ETFs
192
New
$24.06 - $26.97 $4.62K - $5.18K
192 $5K
RPRX
Royalty Pharma PLC

Healthcare
200
New
$25.63 - $29.27 $5.13K - $5.85K
200 $5K
FDVV
Fidelity High Dividend ETF

ETFs
100
New
$46.26 - $50.65 $4.63K - $5.07K
100 $5K
NEU
Newmarket Corp

Basic Materials
9
New
$507.12 - $579.02 $4.56K - $5.21K
9 $4K
FNF
Fidelity National Financial, Inc.

Financial Services
79
New
$48.08 - $62.04 $3.8K - $4.9K
79 $4K
CE
Celanese Corp

Basic Materials
34
New
$119.16 - $147.51 $4.05K - $5.02K
34 $4K
LYG
Lloyds Banking Group PLC

Financial Services
1K
New
$2.73 - $3.17 $2.73K - $3.17K
1K $3K
OGE
Oge Energy Corp.

Utilities
79
New
$35.12 - $41.18 $2.77K - $3.25K
79 $3K
IEX
Idex Corp

Industrials
15
New
$190.56 - $214.98 $2.86K - $3.22K
15 $3K
SSNC
Ss&C Technologies Holdings Inc

Technology
48
New
$61.42 - $76.46 $2.95K - $3.67K
48 $3K
GMAB
Genmab A/S

Healthcare
146
New
$23.84 - $28.48 $3.48K - $4.16K
146 $3K
ACCO
Acco Brands Corp

Industrials
502
New
$4.48 - $5.53 $2.25K - $2.78K
502 $2K
SXT
Sensient Technologies Corp

Basic Materials
33
New
$70.26 - $81.68 $2.32K - $2.7K
33 $2K
AMWD
American Woodmark Corp

Consumer Cyclical
28
New
$77.25 - $102.5 $2.16K - $2.87K
28 $2K
BBDC
Barings Bdc, Inc.

Financial Services
280
New
$9.28 - $10.19 $2.6K - $2.85K
280 $2K
ICE
Intercontinental Exchange, Inc.

Financial Services
18
New
$136.93 - $162.81 $2.46K - $2.93K
18 $2K
FLEX
Flex Ltd.

Technology
50
New
$28.1 - $34.0 $1.41K - $1.7K
50 $1K
HRL
Hormel Foods Corp

Consumer Defensive
46
New
$30.04 - $33.14 $1.38K - $1.52K
46 $1K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
67
New
$19.78 - $23.53 $1.33K - $1.58K
67 $1K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
100
New
$16.12 - $18.36 $1.61K - $1.84K
100 $1K
VLY
Valley National Bancorp

Financial Services
0
New
$6.58 - $9.34 $0 - $0
0 $0
Activity Summary
Buys All Purchases 376 New Holdings 85 Increased Positions 291 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
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