Bogart Wealth, LLC New Holdings in Q2 2025

Bogart Wealth, LLC

  • $2.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FAS
Direxion Daily Financial Bull

ETFs
500
New
$105.31 - $168.6 $52.7K - $84.3K
500 $84K
TQQQ
Proshares Ultrapro Qqq

ETFs
701
New
$38.9 - $83.0 $27.3K - $58.2K
701 $58K
OILU
Bank Of Montreal

ETFs
2K
New
$16.27 - $33.92 $32.5K - $67.8K
2K $43K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
784
New
$43.53 - $54.46 $34.1K - $42.7K
784 $42K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
2.94K
New
$11.19 - $11.84 $32.9K - $34.8K
2.94K $33K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.6K
New
$20.12 - $21.0 $32.2K - $33.6K
1.6K $33K
FSTA
Fidelity Covington Tr Msci Con

ETFs
624
New
$47.94 - $52.5 $29.9K - $32.8K
624 $31K
RC
Ready Capital Corp

Real Estate
7K
New
$4.13 - $5.15 $28.9K - $36.1K
7K $30K
MCHI
Ishares Msci China ETF

ETFs
500
New
$45.22 - $55.86 $22.6K - $27.9K
500 $27K
ASAN
Asana, Inc.

Technology
2K
New
$12.93 - $19.0 $25.9K - $38K
2K $27K
PAYC
Paycom Software, Inc.

Technology
100
New
$193.07 - $265.71 $19.3K - $26.6K
100 $23K
SOXX
Ishares Semiconductor ETF

ETFs
100
New
$154.86 - $239.07 $15.5K - $23.9K
100 $23K
NXST
Nexstar Media Group, Inc.

Communication Services
130
New
$144.68 - $181.86 $18.8K - $23.6K
130 $22K
EVRG
Evergy, Inc.

Utilities
328
New
$64.06 - $69.64 $21K - $22.8K
328 $22K
IONQ
Ion Q, Inc.

Technology
500
New
$20.68 - $48.04 $10.3K - $24K
500 $21K
FNDX
Schwab Fundamental U S Large C

ETFs
849
New
$20.84 - $24.54 $17.7K - $20.8K
849 $20K
CTBI
Community Trust Bancorp Inc

Financial Services
346
New
$45.64 - $53.22 $15.8K - $18.4K
346 $18K
BKH
Black Hills Corp

Utilities
269
New
$55.66 - $61.75 $15K - $16.6K
269 $15K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
286
New
$50.1 - $51.02 $14.3K - $14.6K
286 $14K
EME
Emcor Group, Inc.

Industrials
23
New
$342.02 - $534.89 $7.87K - $12.3K
23 $12K
POWL
Powell Industries Inc

Industrials
60
New
$159.38 - $211.34 $9.56K - $12.7K
60 $12K
LNT
Alliant Energy Corp

Utilities
208
New
$58.79 - $64.85 $12.2K - $13.5K
208 $12K
PPLT
Abrdn Platinum ETF Trust

ETFs
125
New
N/A
125 $11K
CAG
Conagra Brands Inc.

Consumer Defensive
356
New
$20.4 - $26.78 $7.26K - $9.53K
356 $7K
EBND
Spdr Bloomberg Emerging Market

ETFs
348
New
$19.57 - $21.4 $6.81K - $7.45K
348 $7K
DFIC
Dimensional ETF Tr Dimensional

ETFs
230
New
$24.94 - $31.15 $5.74K - $7.16K
230 $7K
ZS
Zscaler, Inc.

Technology
23
New
$174.67 - $315.32 $4.02K - $7.25K
23 $7K
AMCR
Amcor PLC

Consumer Cyclical
771
New
$8.57 - $9.81 $6.61K - $7.56K
771 $7K
SEIC
Sei Investments CO

Financial Services
58
New
$66.45 - $89.86 $3.85K - $5.21K
58 $5K
SG
Sweetgreen, Inc.

Consumer Cyclical
400
New
$12.23 - $25.56 $4.89K - $10.2K
400 $5K
MKTX
Marketaxess Holdings Inc

Financial Services
24
New
$203.19 - $231.09 $4.88K - $5.55K
24 $5K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
111
New
$50.56 - $59.57 $5.61K - $6.61K
111 $5K
LEU
Centrus Energy Corp

Energy
24
New
$54.43 - $208.81 $1.31K - $5.01K
24 $4K
FLJH
Franklin Templeton ETF Tr

ETFs
125
New
$27.03 - $32.5 $3.38K - $4.06K
125 $4K
MKSI
Mks Instruments Inc

Technology
23
New
$58.78 - $100.27 $1.35K - $2.31K
23 $2K
ON
On Semiconductor Corp

Technology
42
New
$31.95 - $54.21 $1.34K - $2.28K
42 $2K
SYM
Symbotic Inc.

Financial Services
68
New
$17.5 - $38.85 $1.19K - $2.64K
68 $2K
PSIX
Power Solutions International, Inc.

Industrials
40
New
$18.7 - $68.01 $748 - $2.72K
40 $2K
APPN
Appian Corp

Technology
51
New
$25.77 - $33.13 $1.31K - $1.69K
51 $1K
APH
Amphenol Corp

Technology
19
New
$59.09 - $98.75 $1.12K - $1.88K
19 $1K
EXEL
Exelixis, Inc.

Healthcare
28
New
$34.13 - $46.26 $956 - $1.3K
28 $1K
FICO
Fair Isaac Corp

Technology
1
New
$1503.62 - $2206.01 $1.5K - $2.21K
1 $1K
JXN
Jackson Financial Inc.

Financial Services
14
New
$70.35 - $89.5 $985 - $1.25K
14 $1K
RMBS
Rambus Inc

Technology
21
New
$42.9 - $64.02 $901 - $1.34K
21 $1K
AMKR
Amkor Technology, Inc.

Technology
60
New
$14.88 - $21.18 $893 - $1.27K
60 $1K
PNW
Pinnacle West Capital Corp

Utilities
16
New
$88.3 - $95.43 $1.41K - $1.53K
16 $1K
IBKR
Interactive Brokers Group, Inc.

Financial Services
24
New
$50.53 - $212.53 $1.21K - $5.1K
24 $1K
GFS
Globalfoundries Inc.

Technology
45
New
$30.37 - $40.03 $1.37K - $1.8K
45 $1K
WTRG
Essential Utilities, Inc.

Utilities
41
New
$36.92 - $41.39 $1.51K - $1.7K
41 $1K
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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