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
EHC
Encompass Health Corp

Healthcare
14
New
$96.12 - $122.63 $1.35K - $1.72K
14 $1K
MAS
Masco Corp

Industrials
16
New
$58.73 - $71.06 $940 - $1.14K
16 $1K
LSCC
Lattice Semiconductor Corp

Technology
35
New
$37.84 - $56.0 $1.32K - $1.96K
35 $1K
OMF
One Main Holdings, Inc.

Financial Services
21
New
$40.42 - $57.0 $849 - $1.2K
21 $1K
U
Unity Software Inc.

Technology
52
New
$16.75 - $26.24 $871 - $1.36K
52 $1K
MGM
Mgm Resorts International

Consumer Cyclical
40
New
$25.79 - $34.95 $1.03K - $1.4K
40 $1K
CSR
Centerspace

Real Estate
33
New
$56.21 - $65.22 $1.85K - $2.15K
33 $1K
JNPR
Juniper Networks Inc

Technology
28
New
$33.93 - $39.93 $950 - $1.12K
28 $1K
DUOL
Duolingo, Inc.

Technology
3
New
$292.88 - $540.68 $879 - $1.62K
3 $1K
POST
Post Holdings, Inc.

Consumer Defensive
4
New
$107.47 - $118.46 $430 - $474
4 $0
NI
Nisource Inc.

Utilities
13
New
$37.11 - $40.64 $482 - $528
13 $0
POOL
Pool Corp

Industrials
3
New
$285.0 - $325.66 $855 - $977
3 $0
OC
Owens Corning

Industrials
5
New
$126.32 - $147.75 $632 - $739
5 $0
NWE
Northwestern Corp

Utilities
5
New
$50.8 - $59.51 $254 - $298
5 $0
OPCH
Option Care Health, Inc.

Healthcare
15
New
$30.69 - $34.95 $460 - $524
15 $0
OKTA
Okta, Inc.

Technology
9
New
$91.24 - $127.3 $821 - $1.15K
9 $0
OGE
Oge Energy Corp.

Utilities
11
New
$42.23 - $46.38 $465 - $510
11 $0
Pgim Aaa Clo ETF
290
New
N/A
290 $0
Primo Brands Corporation Class A Com Shs
22
New
N/A
22 $0
TTEK
Tetra Tech Inc

Industrials
16
New
$28.01 - $36.25 $448 - $580
16 $0
BLD
Top Build Corp

Industrials
2
New
$275.93 - $326.59 $552 - $653
2 $0
Trueshares Technology, Ai & Deep Learning ETF
160
New
N/A
160 $0
UI
Ubiquiti Inc.

Technology
2
New
$273.45 - $456.69 $547 - $913
2 $0
Unicycive Therapeutics Inc Com New
6
New
N/A
6 $0
UHS
Universal Health Services Inc

Healthcare
4
New
$157.05 - $197.94 $628 - $792
4 $0
UNM
Unum Group

Financial Services
6
New
$70.48 - $82.91 $423 - $497
6 $0
VALE
Vale S.A.

Basic Materials
1
New
$8.26 - $10.1 $8.26 - $10.1
1 $0
PCVX
Vaxcyte, Inc.

Healthcare
15
New
$28.04 - $37.2 $421 - $558
15 $0
WFRD
Weatherford International PLC

Energy
11
New
$39.17 - $54.26 $431 - $597
11 $0
ZETA
Zeta Global Holdings Corp.

Technology
37
New
$11.02 - $16.81 $408 - $622
37 $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
8
New
$60.29 - $71.77 $482 - $574
8 $0
ZI
Zoom Info Technologies Inc.

Technology
66
New
$7.41 - $10.31 $489 - $680
66 $0
Tempus Ai Inc Cl A
9
New
N/A
9 $0
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
9
New
$53.93 - $61.5 $485 - $554
9 $0
Qiagen Nv Com Shs
12
New
N/A
12 $0
QRVO
Qorvo, Inc.

Technology
8
New
$50.81 - $84.91 $406 - $679
8 $0
PKI
Perkinelmer Inc

Healthcare
6
New
N/A
6 $0
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1
New
$66.87 - $79.47 $66.9 - $79.5
1 $0
RH
Rh

Consumer Cyclical
3
New
$145.66 - $249.35 $437 - $748
3 $0
Richtech Robotics Inc Cl B
60K
New
N/A
60K $0
SRPT
Sarepta Therapeutics, Inc.

Healthcare
8
New
$17.1 - $63.66 $137 - $509
8 $0
S
Sentinel One, Inc.

Technology
30
New
$16.17 - $20.34 $485 - $610
30 $0
Smurfit Westrock PLC Shs
12
New
N/A
12 $0
Standardaero Inc Com
19
New
N/A
19 $0
T. Rowe Price Capital Appreciation Premium Income ETF
613
New
N/A
613 $0
Talen Energy Corp Com
67
New
N/A
67 $0
TPR
Tapestry, Inc.

Consumer Cyclical
8
New
$60.6 - $87.81 $485 - $702
8 $0
PSTG
Pure Storage, Inc.

Technology
12
New
$37.18 - $57.58 $446 - $691
12 $0
ACHC
Acadia Healthcare Company, Inc.

Healthcare
23
New
$20.6 - $29.93 $474 - $688
23 $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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