Bogart Wealth, LLC New Holdings in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EWX
Spdr S&P Emerging Markets Smal

ETFs
54.9K
New
$55.48 - $59.47 $3.05M - $3.26M
54.9K $3.11M
PBRA
Petroleo Bras Ads (Ea Reptg 2
25K
New
N/A
25K $328K
CEG
Constellation Energy Corp

Utilities
584
New
$201.63 - $347.44 $118K - $203K
584 $117K
SOXL
Direxion Daily Semiconductor B

ETFs
4.5K
New
$15.95 - $35.15 $71.8K - $158K
4.5K $71K
LNG
Cheniere Energy, Inc.

Energy
248
New
$209.32 - $253.66 $51.9K - $62.9K
248 $57K
SOFI
So Fi Technologies, Inc.

Financial Services
4.04K
New
$11.18 - $18.03 $45.1K - $72.8K
4.04K $46K
USAU
U.S. Gold Corp.

Basic Materials
5.1K
New
$5.89 - $10.94 $30K - $55.8K
5.1K $46K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
800
New
$46.86 - $50.66 $37.5K - $40.5K
800 $38K
STLG
Ishares Factors Us Growth Styl

ETFs
700
New
N/A
700 $35K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
463
New
$71.9 - $77.57 $33.3K - $35.9K
463 $34K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
250
New
$122.86 - $137.9 $30.7K - $34.5K
250 $31K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.18K
New
$25.44 - $25.58 $30K - $30.2K
1.18K $30K
TDW
Tidewater Inc

Energy
700
New
$39.93 - $57.69 $28K - $40.4K
700 $29K
HP
Helmerich & Payne, Inc.

Energy
1K
New
$24.69 - $36.7 $24.7K - $36.7K
1K $26K
XLY
Select Sector Spdr Consumer Di

ETFs
131
New
$192.6 - $233.2 $25.2K - $30.5K
131 $25K
UPST
Upstart Holdings, Inc.

Financial Services
500
New
$46.03 - $88.77 $23K - $44.4K
500 $23K
IGRO
Ishares Tr International Divid

ETFs
330
New
$66.91 - $73.87 $22.1K - $24.4K
330 $23K
DOV
Dover Corp

Industrials
120
New
$174.65 - $206.43 $21K - $24.8K
120 $21K
IVR
Invesco Mortgage Capital Inc.

Real Estate
2.31K
New
$7.6 - $8.96 $17.6K - $20.7K
2.31K $18K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
200
New
$91.76 - $103.26 $18.4K - $20.7K
200 $18K
CRS
Carpenter Technology Corp

Industrials
100
New
$172.39 - $212.53 $17.2K - $21.3K
100 $18K
EARN
Ellington Residential Mortgage Reit

Real Estate
3.2K
New
$5.41 - $6.82 $17.3K - $21.8K
3.2K $17K
CGUS
Capital Group Core Equity ETF
514
New
$33.08 - $36.62 $17K - $18.8K
514 $17K
GPS
Gap Inc

Consumer Cyclical
780
New
N/A
780 $15K
GOGL
Golden Ocean Group LTD

Industrials
1.8K
New
$7.66 - $10.06 $13.8K - $18.1K
1.8K $14K
TLT
Ishares Barclays 20+ Year Trea

ETFs
122
New
$85.29 - $92.57 $10.4K - $11.3K
122 $11K
PLBY
Plby Group, Inc.

Consumer Cyclical
10K
New
$1.06 - $2.1 $10.6K - $21K
10K $11K
IWY
Ishares Tr Russell 200 Growth

ETFs
56
New
$210.19 - $243.33 $11.8K - $13.6K
56 $11K
CVNA
Carvana Co.

Consumer Cyclical
54
New
$166.52 - $285.33 $8.99K - $15.4K
54 $11K
VAL
Valaris LTD

Energy
300
New
$32.85 - $49.52 $9.86K - $14.9K
300 $11K
MTZ
Mastec Inc

Industrials
84
New
$108.66 - $160.79 $9.13K - $13.5K
84 $9K
ALRM
Alarm.Com Holdings, Inc.

Technology
175
New
$55.65 - $63.82 $9.74K - $11.2K
175 $9K
JPEM
Jp Morgan Diversified Return

ETFs
155
New
$50.81 - $54.04 $7.88K - $8.38K
155 $8K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
174
New
$46.18 - $47.84 $8.04K - $8.32K
174 $8K
OEF
Ishares S&P 100 ETF

ETFs
29
New
N/A
29 $7K
TWLO
Twilio Inc

Communication Services
72
New
$94.9 - $148.35 $6.83K - $10.7K
72 $7K
MWA
Mueller Water Products, Inc.

Industrials
290
New
$21.65 - $28.24 $6.28K - $8.19K
290 $7K
AON
Aon PLC

Financial Services
19
New
$348.44 - $409.32 $6.62K - $7.78K
19 $7K
URI
United Rentals, Inc.

Industrials
12
New
$594.17 - $789.56 $7.13K - $9.47K
12 $7K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
199
New
$39.97 - $48.7 $7.95K - $9.69K
199 $7K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
225
New
$31.42 - $34.87 $7.07K - $7.85K
225 $7K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
207
New
$28.45 - $41.08 $5.89K - $8.5K
207 $6K
AGX
Argan Inc

Industrials
50
New
$104.05 - $185.35 $5.2K - $9.27K
50 $6K
GTLB
Gitlab Inc.

Technology
136
New
$47.0 - $73.14 $6.39K - $9.95K
136 $6K
VOTE
Engine No 1 ETF Tr

ETFs
83
New
$64.6 - $72.12 $5.36K - $5.99K
83 $5K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
42
New
$125.01 - $201.52 $5.25K - $8.46K
42 $5K
COLB
Columbia Banking System, Inc.

Financial Services
203
New
$23.89 - $28.84 $4.85K - $5.85K
203 $5K
MFM
Mfs Municipal Income Trust

Financial Services
1.11K
New
$5.3 - $5.59 $5.88K - $6.2K
1.11K $5K
CROX
Crocs, Inc.

Consumer Cyclical
50
New
$88.83 - $112.59 $4.44K - $5.63K
50 $5K
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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