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
NTNX
Nutanix, Inc.

Technology
6
New
$61.28 - $77.44 $368 - $465
6 $0
WST
West Pharmaceutical Services Inc

Healthcare
2
New
$199.11 - $347.87 $398 - $696
2 $0
WAL
Western Alliance Bancorporation

Financial Services
6
New
$72.65 - $94.0 $436 - $564
6 $0
WBS
Webster Financial Corp

Financial Services
10
New
$47.55 - $61.41 $476 - $614
10 $0
Wheels Up Experience Inc Com Cl A
26
New
N/A
26 $0
TXT
Textron Inc

Industrials
7
New
$70.19 - $81.2 $491 - $568
7 $0
Sandisk Corp Com
64
New
N/A
64 $0
RYAAY
Ryanair Holdings PLC

Industrials
1
New
$41.54 - $50.08 $41.5 - $50.1
1 $0
RPM
Rpm International Inc

Basic Materials
4
New
$114.03 - $128.31 $456 - $513
4 $0
QS
Quantum Scape Corp

Consumer Cyclical
107
New
$4.15 - $6.58 $444 - $704
107 $0
RKLB
Rocket Lab Usa, Inc.

Industrials
26
New
$17.12 - $31.57 $445 - $821
26 $0
RMD
Resmed Inc

Healthcare
2
New
$219.7 - $257.65 $439 - $515
2 $0
RGEN
Repligen Corp

Healthcare
3
New
$127.24 - $174.24 $382 - $523
3 $0
RNR
Renaissancere Holdings LTD

Financial Services
2
New
$226.55 - $263.22 $453 - $526
2 $0
Schwab High Yield Bond ETF
28.3K
New
N/A
28.3K $0
SNA
Snap On Inc

Industrials
2
New
$324.09 - $358.62 $648 - $717
2 $0
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
6
New
$81.1 - $94.7 $487 - $568
6 $0
SUI
Sun Communities Inc

Real Estate
4
New
$120.53 - $136.43 $482 - $546
4 $0
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
32
New
$14.13 - $16.72 $452 - $535
32 $0
STLD
Steel Dynamics Inc

Basic Materials
4
New
N/A
4 $0
SPXC
Spx Corp

Industrials
4
New
$128.78 - $154.37 $515 - $617
4 $0
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3
New
$132.75 - $177.12 $398 - $531
3 $0
PTON
Peloton Interactive, Inc.

Consumer Cyclical
25
New
$5.62 - $10.15 $141 - $254
25 $0
SSB
South State Corp

Financial Services
5
New
$89.4 - $108.33 $447 - $542
5 $0
PNR
Pentair PLC

Industrials
6
New
$84.0 - $105.35 $504 - $632
6 $0
ERIC
Ericsson Lm Telephone CO

Technology
10
New
$7.47 - $8.9 $74.7 - $89
10 $0
ACM
Aecom

Industrials
5
New
$92.54 - $111.05 $463 - $555
5 $0
DAR
Darling Ingredients Inc.

Consumer Defensive
15
New
$28.51 - $41.85 $428 - $628
15 $0
QTUM
ETF Ser Solutions Defiance Qua
27
New
N/A
27 $0
DXCM
Dexcom Inc

Healthcare
12
New
$67.74 - $90.75 $813 - $1.09K
12 $0
BROS
Dutch Bros Inc.

Consumer Cyclical
7
New
$55.77 - $85.37 $390 - $598
7 $0
EWBC
East West Bancorp Inc

Financial Services
6
New
$84.35 - $103.91 $506 - $623
6 $0
ESTC
Elastic N.V.

Technology
4
New
$89.1 - $117.76 $356 - $471
4 $0
EPR
Epr Properties

Real Estate
16
New
$43.98 - $53.81 $704 - $861
16 $0
EQH
Equitable Holdings, Inc.

Financial Services
10
New
$47.64 - $55.68 $476 - $557
10 $0
EQR
Equity Residential

Real Estate
7
New
$66.98 - $75.02 $469 - $525
7 $0
ESS
Essex Property Trust, Inc.

Real Estate
2
New
N/A
2 $0
FSLY
Fastly, Inc.

Technology
100
New
$6.33 - $10.92 $633 - $1.09K
100 $0
Ferguson Enterprises Inc Common Stock New
3
New
N/A
3 $0
Fidelity Enhanced Small Cap ETF
356
New
N/A
356 $0
DHI
Horton D R Inc

Consumer Cyclical
7
New
$125.29 - $147.65 $877 - $1.03K
7 $0
CW
Curtiss Wright Corp

Industrials
2
New
$304.82 - $384.07 $610 - $768
2 $0
CPNG
Coupang, Inc.

Consumer Cyclical
21
New
$21.34 - $25.52 $448 - $536
21 $0
AA
Alcoa Corp

Basic Materials
16
New
$30.5 - $39.53 $488 - $632
16 $0
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
9
New
$93.57 - $120.35 $842 - $1.08K
9 $0
AFG
American Financial Group Inc

Financial Services
4
New
$119.82 - $138.45 $479 - $554
4 $0
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
10
New
$46.15 - $63.53 $462 - $635
10 $0
Aptiv PLC Com Shs
8
New
N/A
8 $0
ATO
Atmos Energy Corp

Utilities
3
New
$136.51 - $154.58 $410 - $464
3 $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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