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
CACI
Caci International Inc

Technology
1
New
N/A
1 $0
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
59
New
$8.28 - $9.42 $489 - $556
59 $0
CHD
Church & Dwight CO Inc

Consumer Defensive
5
New
$91.57 - $110.76 $458 - $554
5 $0
CIEN
Ciena Corp

Technology
9
New
$53.5 - $83.89 $482 - $755
9 $0
CIVI
Civitas Resources, Inc.

Energy
17
New
$24.28 - $35.09 $413 - $597
17 $0
CMS
Cms Energy Corp

Utilities
10
New
$68.57 - $75.51 $686 - $755
10 $0
CFLT
Confluent, Inc.

Technology
25
New
$19.44 - $24.93 $486 - $623
25 $0
Core Natural Resources Inc Com Shs
100
New
N/A
100 $0
CRVL
Corvel Corp

Financial Services
5
New
$102.11 - $118.66 $511 - $593
5 $0
COTY
Coty Inc.

Consumer Defensive
101
New
$4.57 - $5.65 $462 - $571
101 $0
CFR
Cullen/Frost Bankers, Inc.

Financial Services
4
New
$105.8 - $131.55 $423 - $526
4 $0
BURL
Burlington Stores, Inc.

Consumer Cyclical
2
New
$215.78 - $270.12 $432 - $540
2 $0
BRKR
Bruker Corp

Healthcare
13
New
$35.5 - $42.18 $462 - $548
13 $0
ALGM
Allegro Microsystems, Inc.

Technology
23
New
$16.53 - $34.19 $380 - $786
23 $0
DOX
Amdocs LTD

Technology
5
New
$80.46 - $94.08 $402 - $470
5 $0
Amplify Cybersecurity ETF
12
New
N/A
12 $0
Angi Inc Cl A New
41
New
N/A
41 $0
Astera Labs Inc Com
119
New
N/A
119 $0
AN
Autonation, Inc.

Consumer Cyclical
3
New
$155.71 - $201.03 $467 - $603
3 $0
AXS
Axis Capital Holdings LTD

Financial Services
5
New
$87.23 - $106.93 $436 - $535
5 $0
Ayro Inc Com
62
New
N/A
62 $0
Barrick Mng Corp Com Shs
6.22K
New
N/A
6.22K $0
BILL
Bill.Com Holdings, Inc.

Technology
13
New
$37.81 - $48.03 $492 - $624
13 $0
Birkenstock Holding PLC Com Shs
11
New
N/A
11 $0
BOKF
Bok Financial Corp

Financial Services
10
New
$87.86 - $103.42 $879 - $1.03K
10 $0
CYTK
Cytokinetics Inc

Healthcare
12
New
$29.84 - $42.92 $358 - $515
12 $0
Dan Ives Wedbush Ai Revolution ETF
100
New
N/A
100 $0
DVA
Davita Inc.

Healthcare
4
New
$133.5 - $155.51 $534 - $622
4 $0
HOLX
Hologic Inc

Healthcare
9
New
$52.73 - $65.22 $475 - $587
9 $0
JBHT
Hunt J B Transport Services Inc

Industrials
4
New
$124.73 - $152.78 $499 - $611
4 $0
INCY
Incyte Corp

Healthcare
8
New
$55.17 - $71.22 $441 - $570
8 $0
INFA
Informatica Inc.

Technology
30
New
$15.86 - $24.35 $476 - $731
30 $0
FFIN
First Financial Bankshares Inc

Financial Services
15
New
$31.3 - $37.48 $470 - $562
15 $0
MTCH
Match Group, Inc.

Communication Services
21
New
$27.03 - $31.93 $568 - $671
21 $0
MKC
Mccormick & CO Inc

Consumer Defensive
7
New
$71.11 - $82.25 $498 - $576
7 $0
MTH
Meritage Homes Corp

Consumer Cyclical
8
New
$62.44 - $71.44 $500 - $572
8 $0
NNDM
Nano Dimension Ltd.

Technology
235
New
$1.38 - $1.65 $324 - $388
235 $0
Neos Nasdaq 100 High Income ETF
21
New
N/A
21 $0
SPYI
Shp ETF Tr Neos S&P 500 High I
26
New
N/A
26 $0
NBIX
Neurocrine Biosciences Inc

Healthcare
4
New
$87.54 - $128.18 $350 - $513
4 $0
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
8
New
$25.35 - $64.65 $203 - $517
8 $0
THG
Hanover Insurance Group, Inc.

Financial Services
3
New
$150.66 - $178.04 $452 - $534
3 $0
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
3
New
$167.22 - $212.42 $502 - $637
3 $0
Direxion Daily Nvda Bull 2 X Shares
400
New
N/A
400 $0
DPZ
Dominos Pizza Inc

Consumer Cyclical
1
New
$430.72 - $497.52 $431 - $498
1 $0
Etoro Group LTD Shs Cl A
21
New
N/A
21 $0
RE
Everest Re Group LTD

Financial Services
2
New
N/A
2 $0
Fidelity Enhanced Large Cap Value ETF
2.07K
New
N/A
2.07K $0
FHN
First Horizon Corp

Financial Services
28
New
$16.21 - $21.2 $454 - $594
28 $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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