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
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
77
New
$53.35 - $58.68 $4.11K - $4.52K
77 $4K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
91
New
$44.72 - $46.25 $4.07K - $4.21K
91 $4K
NFG
National Fuel Gas CO

Energy
41
New
$60.71 - $79.19 $2.49K - $3.25K
41 $3K
EMLP
First Tr Exchange Traded Iv

ETFs
93
New
$35.79 - $38.28 $3.33K - $3.56K
93 $3K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
409
New
$8.25 - $8.79 $3.37K - $3.6K
409 $3K
IMO
Imperial Oil LTD

Energy
54
New
$62.41 - $73.34 $3.37K - $3.96K
54 $3K
CRSP
Crispr Therapeutics Ag

Healthcare
100
New
$34.03 - $53.02 $3.4K - $5.3K
100 $3K
IFRA
Ishares Tr

ETFs
70
New
$44.8 - $49.25 $3.14K - $3.45K
70 $3K
DOCS
Doximity, Inc.

Healthcare
59
New
$49.71 - $83.14 $2.93K - $4.91K
59 $3K
TER
Teradyne, Inc

Technology
40
New
$82.6 - $140.0 $3.3K - $5.6K
40 $3K
BLDR
Builders First Source, Inc.

Industrials
21
New
$122.8 - $173.51 $2.58K - $3.64K
21 $2K
RDW
Redwire Corp

Industrials
340
New
$8.29 - $25.66 $2.82K - $8.72K
340 $2K
BBAX
J P Morgan Betabuilders Develo

ETFs
44
New
$48.21 - $51.59 $2.12K - $2.27K
44 $2K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
33
New
$69.15 - $74.69 $2.28K - $2.46K
33 $2K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
39
New
$68.07 - $78.99 $2.65K - $3.08K
39 $2K
CRL
Charles River Laboratories International, Inc.

Healthcare
14
New
$150.52 - $190.14 $2.11K - $2.66K
14 $2K
IR
Ingersoll Rand Inc.

Industrials
27
New
$79.44 - $94.23 $2.14K - $2.54K
27 $2K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
36
New
$55.23 - $64.6 $1.99K - $2.33K
36 $2K
KNTK
Kinetik Holdings Inc.

Energy
21
New
$49.51 - $66.5 $1.04K - $1.4K
21 $1K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
72
New
$25.93 - $29.28 $1.87K - $2.11K
72 $1K
IX
Orix Corp

Financial Services
60
New
$20.44 - $107.42 $1.23K - $6.45K
60 $1K
L
Loews Corp

Financial Services
12
New
$81.13 - $91.91 $974 - $1.1K
12 $1K
MDB
Mongo Db, Inc.

Technology
9
New
$175.4 - $298.52 $1.58K - $2.69K
9 $1K
XLU
Utilities Sector Spdr

ETFs
20
New
$74.7 - $80.27 $1.49K - $1.61K
20 $1K
TFLO
Ishares Treasury Floating Rate

ETFs
27
New
$50.48 - $50.68 $1.36K - $1.37K
27 $1K
PHG
Koninklijke Philips Nv

Healthcare
69
New
$24.92 - $28.61 $1.72K - $1.97K
69 $1K
MBLY
Mobileye Global Inc.
100
New
$14.24 - $21.85 $1.42K - $2.19K
100 $1K
DCI
Donaldson CO Inc

Industrials
19
New
$66.51 - $72.28 $1.26K - $1.37K
19 $1K
XLP
Consumer Staples Sector Spdr

ETFs
18
New
N/A
18 $1K
AZEK
Azek CO Inc.

Industrials
40
New
$39.61 - $52.0 $1.58K - $2.08K
40 $1K
ELS
Equity Lifestyle Properties Inc

Real Estate
15
New
$64.36 - $69.32 $965 - $1.04K
15 $1K
SWX
Southwest Gas Holdings, Inc.

Utilities
15
New
$68.42 - $78.18 $1.03K - $1.17K
15 $1K
AUR
Aurora Innovation, Inc.

Technology
170
New
$6.1 - $10.19 $1.04K - $1.73K
170 $1K
HII
Huntington Ingalls Industries, Inc.

Industrials
6
New
$159.75 - $208.61 $959 - $1.25K
6 $1K
HUM
Humana Inc

Healthcare
5
New
$249.11 - $303.11 $1.25K - $1.52K
5 $1K
Nebius Group N.V. Shs Class A
87
New
N/A
87 $0
WEX
Wex Inc.

Technology
3
New
$148.29 - $186.78 $445 - $560
3 $0
Vanguard Core Bond ETF
41K
New
N/A
41K $0
Nano Nuclear Energy Inc Com
500
New
N/A
500 $0
WPP
Wpp PLC

Communication Services
4
New
$37.96 - $51.07 $152 - $204
4 $0
T Rex 2 X Long Mstr Daily Target ETF
12K
New
N/A
12K $0
Tko Group Holdings Inc Cl A
24
New
N/A
24 $0
Orchid Is Cap Inc Com New
2.4K
New
N/A
2.4K $0
NTRA
Natera, Inc.

Healthcare
4
New
$132.63 - $177.0 $531 - $708
4 $0
NTR
Nutrien Ltd.

Basic Materials
9
New
$45.28 - $53.84 $408 - $485
9 $0
NEM
Newmont Corp

Basic Materials
12
New
$37.79 - $48.39 $453 - $581
12 $0
WCC
Wesco International Inc

Industrials
3
New
$155.3 - $199.95 $466 - $600
3 $0
NDSN
Nordson Corp

Industrials
1
New
$200.12 - $224.07 $200 - $224
1 $0
NRG
Nrg Energy, Inc.

Utilities
5
New
$84.82 - $113.33 $424 - $567
5 $0
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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