Bogart Wealth, LLC Reduced Holdings in Q2 2025

Bogart Wealth, LLC

  • $2.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RRX
Regal Rexnord Corp

Industrials
-9
- 40.91%
$94.06 - $147.0 $847 - $1.32K
13 $1K
AVB
Avalonbay Communities Inc

Real Estate
-2
- 7.14%
$187.23 - $215.61 $374 - $431
26 $5K
UFPI
Ufp Industries Inc

Basic Materials
-5
- 35.71%
$94.93 - $109.1 $475 - $546
9 $0
BLDR
Builders First Source, Inc.

Industrials
-4
- 19.05%
$105.63 - $131.12 $423 - $524
17 $1K
VB
Vanguard Small Cap ETF

ETFs
-91
- 6.73%
$193.73 - $237.37 $17.6K - $21.6K
1.26K $299K
SHW
Sherwin Williams CO

Basic Materials
-2
- 8.7%
$313.51 - $363.51 $627 - $727
21 $7K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-9
- 11.39%
$22.25 - $30.3 $200 - $273
70 $1K
MTRN
Materion Corp

Basic Materials
-4
- 26.67%
$72.15 - $84.25 $289 - $337
11 $0
AEE
Ameren Corp

Utilities
-5
- 2.44%
$94.23 - $101.68 $471 - $508
200 $19K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-8
- 0.74%
$157.93 - $175.89 $1.26K - $1.41K
1.07K $186K
MHK
Mohawk Industries Inc

Consumer Cyclical
-4
- 40.0%
$97.99 - $117.15 $392 - $469
6 $0
MS
Morgan Stanley

Financial Services
-207
- 17.81%
$99.83 - $140.86 $20.7K - $29.2K
955 $134K
AUR
Aurora Innovation, Inc.

Technology
-100
- 58.82%
$5.17 - $8.14 $517 - $814
70 $0
FISV
Fiserv Inc

Technology
-4
- 9.52%
N/A
38 $4K
CRL
Charles River Laboratories International, Inc.

Healthcare
-3
- 21.43%
$99.75 - $151.89 $299 - $456
11 $1K
HUBS
Hubspot Inc

Technology
-1
- 4.0%
$487.07 - $672.24 $487 - $672
24 $13K
AMP
Ameriprise Financial Inc

Financial Services
-4
- 50.0%
$422.19 - $533.73 $1.69K - $2.13K
4 $2K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-19
- 26.39%
$22.66 - $26.12 $431 - $496
53 $1K
TDOC
Teladoc Health, Inc.

Healthcare
-35
- 32.71%
$6.51 - $8.71 $228 - $305
72 $0
Solventum Corp Com Shs
-6
- 3.37%
N/A
172 $0
DWAC
Digital World Acquisition Corp.

Financial Services
-231
- 74.04%
N/A
81 $0
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-18
- 11.54%
$8.0 - $9.55 $144 - $172
138 $1K
VOE
Vanguard Mid Cap Value Index F

ETFs
-37
- 2.76%
$141.87 - $164.49 $5.25K - $6.09K
1.3K $214K
SQ
Block, Inc.

Technology
-5
- 20.83%
N/A
19 $1K
BFB
Brown Forman Corp Cl B
-15
- 23.08%
N/A
50 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-169
- 6.24%
$7.69 - $11.46 $1.3K - $1.94K
2.54K $29K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-46
- 17.36%
$10.59 - $11.48 $487 - $528
219 $2K
VNT
Vontier Corp

Technology
-35
- 19.77%
$28.04 - $37.3 $981 - $1.31K
142 $5K
VTRS
Viatris Inc

Healthcare
-17
- 22.37%
$7.26 - $9.12 $123 - $155
59 $0
Veralto Corp Com Shs
-8
- 50.0%
N/A
8 $0
CLH
Clean Harbors Inc

Industrials
-2
- 9.52%
$182.1 - $233.5 $364 - $467
19 $4K
Gsk PLC Sponsored Adr
-112
- 7.92%
N/A
1.3K $0
ZM
Zoom Video Communications, Inc.

Technology
-4
- 23.53%
$66.7 - $84.62 $267 - $338
13 $1K
Corpay Inc Com Shs
-4
- 7.14%
N/A
52 $0
CRH.L
Crh PLC

Basic Materials
-5
- 8.2%
N/A
56 $0
DXCM
Dexcom Inc

Healthcare
-6
- 50.0%
$59.83 - $87.57 $359 - $525
6 $0
XYL
Xylem Inc.

Industrials
-4
- 6.35%
$102.86 - $129.5 $411 - $518
59 $7K
Atlassian Corporation Cl A
-1
- 4.76%
N/A
20 $0
NRG
Nrg Energy, Inc.

Utilities
-2
- 40.0%
$83.61 - $162.67 $167 - $325
3 $0
RGTI
Rigetti Computing, Inc.

Technology
-50
- 33.33%
$7.5 - $14.29 $375 - $715
100 $1K
AIT
Applied Industrial Technologies Inc

Industrials
-2
- 16.67%
$206.03 - $243.28 $412 - $487
10 $2K
EMB
Ishares Tr

ETFs
-10
- 11.63%
$86.54 - $92.62 $865 - $926
76 $7K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-18
- 5.63%
$32.0 - $39.87 $576 - $718
302 $12K
RDFN
Redfin Corp

Real Estate
-105
- 97.22%
$8.2 - $11.74 $861 - $1.23K
3 $0
RJF
Raymond James Financial Inc

Financial Services
-3
- 15.79%
$123.65 - $153.88 $371 - $462
16 $2K
Arista Networks Inc Com Shs
-16
- 4.56%
N/A
335 $0
KIM
Kimco Realty Corp

Real Estate
-23
- 2.25%
$18.7 - $21.69 $430 - $499
1K $21K
PINS
Pinterest, Inc.

Communication Services
-9
- 3.98%
$24.21 - $35.95 $218 - $324
217 $7K
AWK
American Water Works Company, Inc.

Utilities
-2
- 16.67%
$133.82 - $151.96 $268 - $304
10 $1K
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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