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
AXON
Axon Enterprise, Inc.

Industrials
1
New
$496.65 - $710.01 $497 - $710
1 $0
SAN
Banco Santander, S.A.

Financial Services
31
New
$4.46 - $7.14 $138 - $221
31 $0
CPT
Camden Property Trust

Real Estate
4
New
$109.16 - $125.53 $437 - $502
4 $0
CNQ
Canadian Natural Resources LTD

Energy
8
New
$26.72 - $32.74 $214 - $262
8 $0
CDW
Cdw Corp

Technology
4
New
$160.26 - $206.13 $641 - $825
4 $0
Cooper Cos Inc Com
6
New
N/A
6 $0
Coreweave Inc Com Cl A
100
New
N/A
100 $0
Flutter Entmt PLC Shs
2
New
N/A
2 $0
FMC
Fmc Corp

Basic Materials
14
New
$34.54 - $56.38 $484 - $789
14 $0
IONR
Ioneer LTD

Basic Materials
20
New
$3.5 - $5.44 $70 - $109
20 $0
Celestica Inc Com
160
New
N/A
160 $0
Ishares Flexible Income Active ETF
63
New
N/A
63 $0
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
4
New
$120.07 - $144.17 $480 - $577
4 $0
KNSL
Kinsale Capital Group, Inc.

Financial Services
1
New
$416.48 - $494.72 $416 - $495
1 $0
LCID
Lucid Group, Inc.

Consumer Cyclical
225
New
$2.03 - $3.48 $457 - $783
225 $0
Marex Group PLC Ord
12
New
N/A
12 $0
GKOS
Glaukos Corp

Healthcare
6
New
$96.6 - $161.22 $580 - $967
6 $0
OILU
Bank Of Montreal

ETFs
0
New
$25.42 - $36.11 $0 - $0
0 $0
MIDD
Middleby Corp

Industrials
3
New
$133.93 - $172.89 $402 - $519
3 $0
MFG
Mizuho Financial Group Inc

Financial Services
38
New
$4.83 - $6.04 $184 - $230
38 $0
MOH
Molina Healthcare, Inc.

Healthcare
2
New
$266.57 - $333.27 $533 - $667
2 $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
240
New
N/A
240 $0
Intuitive Machines Inc Class A Com
500
New
N/A
500 $0
ITCI
Intra Cellular Therapies, Inc.

Healthcare
4
New
$81.78 - $131.92 $327 - $528
4 $0
FTS
Fortis Inc.

Utilities
7
New
$40.49 - $45.58 $283 - $319
7 $0
FTV
Fortive Corp

Technology
6
New
$71.82 - $82.98 $431 - $498
6 $0
Fortrea Hldgs Inc Common Stock
5
New
N/A
5 $0
BEN
Franklin Resources Inc

Financial Services
26
New
$18.92 - $22.24 $492 - $578
26 $0
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
1
New
$22.15 - $24.94 $22.2 - $24.9
1 $0
Ftai Aviation LTD Shs
4
New
N/A
4 $0
GNTX
Gentex Corp

Consumer Cyclical
21
New
$23.3 - $28.48 $489 - $598
21 $0
GFL
Gfl Environmental Inc.

Industrials
19
New
$41.72 - $48.8 $793 - $927
19 $0
BUG
Global X Fds Cybersecurity ETF

ETFs
0
New
$31.56 - $36.78 $0 - $0
0 $0
SIL
Global X Silver Miners ETF

ETFs
20
New
$31.91 - $40.68 $638 - $814
20 $0
HST
Host Hotels & Resorts, Inc.

Real Estate
32
New
$14.21 - $17.45 $455 - $558
32 $0
ILMN
Illumina, Inc.

Healthcare
6
New
$79.34 - $144.22 $476 - $865
6 $0
INSM
Insmed Inc

Healthcare
6
New
$65.25 - $83.83 $392 - $503
6 $0
MOS
Mosaic CO

Basic Materials
22
New
$23.08 - $28.8 $508 - $634
22 $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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