Bogart Wealth, LLC New Holdings in Q4 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PODD
Insulet Corp

Healthcare
23.6K
New
$227.79 - $275.7 $5.38M - $6.52M
23.6K $6.17M
SNPS
Synopsys Inc

Technology
12.6K
New
$485.36 - $588.0 $6.13M - $7.42M
12.6K $6.13M
HDV
Ishares Core High Dividend ETF

ETFs
15.6K
New
$110.82 - $121.28 $1.73M - $1.9M
15.6K $1.75M
AOR
Ishares Tr Core Growth Allocat

ETFs
4.58K
New
$57.32 - $59.66 $263K - $273K
4.58K $262K
VRT
Vertiv Holdings CO

Industrials
2.12K
New
N/A
2.12K $184K
ARLP
Alliance Resource Partners LP

Energy
4.85K
New
$24.84 - $28.58 $120K - $138K
4.85K $127K
FAS
Direxion Daily Financial Bull

ETFs
800
New
$126.08 - $182.0 $101K - $146K
800 $120K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.25K
New
$20.28 - $21.2 $106K - $111K
5.25K $106K
AFRM
Affirm Holdings, Inc.

Technology
1K
New
$38.48 - $72.86 $38.5K - $72.9K
1K $60K
ASAN
Asana, Inc.

Technology
3K
New
$11.17 - $27.52 $33.5K - $82.6K
3K $60K
AVAV
Aero Vironment Inc

Industrials
250
New
$153.72 - $235.17 $38.4K - $58.8K
250 $38K
HOOD
Robinhood Markets, Inc.

Technology
1K
New
$22.33 - $43.2 $22.3K - $43.2K
1K $37K
APP
App Lovin Corp

Technology
115
New
$130.67 - $401.5 $15K - $46.2K
115 $37K
KSS
Kohls Corp

Consumer Cyclical
2.5K
New
$13.86 - $20.95 $34.7K - $52.4K
2.5K $35K
BDRY
ETF Managers Group Commodity Trust I

ETFs
5K
New
$5.71 - $10.27 $28.6K - $51.4K
5K $30K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
2K
New
$12.95 - $17.41 $25.9K - $34.8K
2K $29K
SYF
Synchrony Financial

Financial Services
400
New
$49.01 - $68.55 $19.6K - $27.4K
400 $26K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
240
New
$87.56 - $119.8 $21K - $28.8K
240 $26K
IIPR
Innovative Industrial Properties Inc

Real Estate
400
New
$66.64 - $135.61 $26.7K - $54.2K
400 $26K
TJX
Tjx Companies Inc

Consumer Cyclical
208
New
$112.15 - $127.2 $23.3K - $26.5K
208 $25K
MRUS
Merus N.V.

Healthcare
500
New
$41.45 - $54.5 $20.7K - $27.3K
500 $21K
JMBS
Janus Detroit Str Tr Henderson

ETFs
470
New
$44.03 - $46.65 $20.7K - $21.9K
470 $20K
ONON
On Holding Ag

Consumer Cyclical
300
New
$46.3 - $59.54 $13.9K - $17.9K
300 $16K
NVR
Nvr Inc

Consumer Cyclical
2
New
$8101.21 - $9940.51 $16.2K - $19.9K
2 $16K
DECK
Deckers Outdoor Corp

Consumer Cyclical
80
New
$152.04 - $211.12 $12.2K - $16.9K
80 $16K
UVSP
Univest Financial Corp

Financial Services
500
New
$26.85 - $32.21 $13.4K - $16.1K
500 $14K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
549
New
$23.42 - $24.25 $12.9K - $13.3K
549 $12K
XLI
Industrial Sector Spdr

ETFs
88
New
$131.76 - $143.99 $11.6K - $12.7K
88 $11K
KBE
Spdr S&P Bank ETF

ETFs
200
New
$51.33 - $62.76 $10.3K - $12.6K
200 $11K
FE
Firstenergy Corp

Utilities
229
New
$39.14 - $44.52 $8.96K - $10.2K
229 $9K
AGCO
Agco Corp

Industrials
100
New
$89.46 - $101.89 $8.95K - $10.2K
100 $9K
EPAM
Epam Systems, Inc.

Technology
49
New
N/A
49 $9K
PH
Parker Hannifin Corp

Industrials
13
New
$621.74 - $709.46 $8.08K - $9.22K
13 $8K
CI
Cigna Corp

Healthcare
28
New
$265.59 - $358.58 $7.44K - $10K
28 $7K
IFF
International Flavors & Fragrances Inc

Basic Materials
83
New
$83.96 - $106.19 $6.97K - $8.81K
83 $7K
CNC
Centene Corp

Healthcare
132
New
$56.71 - $73.94 $7.49K - $9.76K
132 $7K
MOD
Modine Manufacturing CO

Consumer Cyclical
54
New
$109.77 - $143.22 $5.93K - $7.73K
54 $6K
ACGL
Arch Capital Group Ltd.

Financial Services
67
New
$88.71 - $114.86 $5.94K - $7.7K
67 $6K
VST
Vistra Corp.

Utilities
47
New
$115.74 - $166.61 $5.44K - $7.83K
47 $6K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
89
New
$74.68 - $81.45 $6.65K - $7.25K
89 $6K
HBAN
Huntington Bancshares Inc

Financial Services
370
New
$14.18 - $18.2 $5.25K - $6.73K
370 $6K
PSA
Public Storage

Real Estate
19
New
$289.33 - $360.21 $5.5K - $6.84K
19 $5K
WDAY
Workday, Inc.

Technology
21
New
$233.85 - $279.91 $4.91K - $5.88K
21 $5K
PCT
Pure Cycle Technologies, Inc.

Industrials
500
New
$8.81 - $14.3 $4.41K - $7.15K
500 $5K
VCTR
Victory Capital Holdings, Inc.

Financial Services
80
New
$54.76 - $72.24 $4.38K - $5.78K
80 $5K
SHW
Sherwin Williams CO

Basic Materials
16
New
$338.75 - $399.71 $5.42K - $6.4K
16 $5K
CNHI
Cnh Industrial N.V.

Industrials
471
New
N/A
471 $4K
MLI
Mueller Industries Inc

Industrials
58
New
$71.2 - $95.34 $4.13K - $5.53K
58 $4K
CASH
Meta Financial Group Inc

Financial Services
56
New
$64.22 - $84.86 $3.6K - $4.75K
56 $4K
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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