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
ARES
Ares Management Corp

Financial Services
-3
- 10.0%
$118.04 - $175.83 $354 - $527
27 $4K
SAIA
Saia Inc

Industrials
-1
- 50.0%
$236.65 - $374.8 $237 - $375
1 $0
LECO
Lincoln Electric Holdings Inc

Industrials
-3
- 5.66%
$167.18 - $211.38 $502 - $634
50 $10K
Schwab High Yield Bond ETF
-295
- 1.04%
N/A
28K $0
Linde PLC Shs
-18
- 24.0%
N/A
57 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
-6
- 8.22%
$50.06 - $80.8 $300 - $485
67 $5K
PH
Parker Hannifin Corp

Industrials
-2
- 9.52%
$517.23 - $700.54 $1.03K - $1.4K
19 $13K
XPO
Xpo Logistics, Inc.

Industrials
-4
- 3.85%
$91.46 - $128.1 $366 - $512
100 $12K
AIQ
Global X Funds Global X Artifi

ETFs
-29
- 10.18%
$31.5 - $43.69 $914 - $1.27K
256 $11K
IHDG
Wisdomtree Tr

ETFs
-203
- 3.08%
$38.54 - $46.0 $7.82K - $9.34K
6.38K $287K
ROK
Rockwell Automation, Inc

Industrials
-1
- 2.78%
$218.97 - $332.17 $219 - $332
35 $11K
NTRS
Northern Trust Corp

Financial Services
-5
- 6.17%
$84.45 - $126.79 $422 - $634
76 $9K
NDAQ
Nasdaq, Inc.

Financial Services
-5
- 2.65%
$66.4 - $89.42 $332 - $447
184 $16K
HEI
Heico Corp

Industrials
-2
- 4.26%
$236.44 - $328.0 $473 - $656
45 $14K
IEFA
Ishares Tr

ETFs
-273
- 8.8%
$67.83 - $84.09 $18.5K - $23K
2.83K $236K
DRI
Darden Restaurants Inc

Consumer Cyclical
-1
- 0.32%
$186.58 - $225.78 $187 - $226
307 $66K
HON
Honeywell International Inc

Industrials
-15
- 4.89%
$182.86 - $232.88 $2.74K - $3.49K
292 $68K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-22
- 2.53%
$108.87 - $133.04 $2.4K - $2.93K
847 $112K
NSC
Norfolk Southern Corp

Industrials
-1
- 0.44%
$206.34 - $257.46 $206 - $257
224 $57K
ENB
Enbridge Inc

Energy
-92
- 1.03%
$41.09 - $47.16 $3.78K - $4.34K
8.83K $400K
VTV
Vanguard Value ETF

ETFs
-39
- 1.17%
$153.67 - $176.74 $5.99K - $6.89K
3.28K $580K
UAL
United Airlines Holdings, Inc.

Industrials
-33
- 3.82%
$56.15 - $84.23 $1.85K - $2.78K
830 $66K
IWP
Ishares Russell Mid Cap Growth

ETFs
-109
- 10.11%
$104.34 - $138.68 $11.4K - $15.1K
969 $134K
IWD
Ishares Russell 1000 Val ETF

ETFs
-96
- 2.0%
$166.82 - $194.23 $16K - $18.6K
4.7K $912K
HOOD
Robinhood Markets, Inc.

Technology
-159
- 33.76%
$34.17 - $93.63 $5.43K - $14.9K
312 $29K
ASML
Asml Holding Nv

Technology
-5
- 4.07%
$595.37 - $815.24 $2.98K - $4.08K
118 $94K
SNOW
Snowflake Inc.

Technology
-3
- 1.73%
$130.53 - $223.77 $392 - $671
170 $38K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1
- 0.78%
$177.93 - $313.14 $178 - $313
128 $40K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-5
- 0.21%
$71.86 - $82.66 $359 - $413
2.41K $199K
USB
Us Bancorp \De\

Financial Services
-1
- 0.02%
$36.4 - $45.76 $36.4 - $45.8
5.27K $238K
NET
Cloudflare, Inc.

Technology
-2
- 0.94%
$97.08 - $195.83 $194 - $392
211 $41K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-441
- 5.08%
$30.87 - $39.17 $13.6K - $17.3K
8.24K $322K
BX
Blackstone Inc.

Financial Services
-44
- 1.44%
$120.07 - $151.11 $5.28K - $6.65K
3.01K $450K
VO
Vanguard Mid Cap ETF

ETFs
-18
- 1.28%
$228.54 - $279.83 $4.11K - $5.04K
1.39K $388K
GE
General Electric CO

Industrials
-9
- 1.91%
$166.81 - $257.39 $1.5K - $2.32K
463 $119K
AXP
American Express CO

Financial Services
-13
- 1.89%
$231.39 - $318.98 $3.01K - $4.15K
674 $214K
HUBB
Hubbell Inc

Industrials
-1
- 0.24%
$315.94 - $408.41 $316 - $408
413 $168K
IAU
Ishares Gold Trust

ETFs
-29
- 0.26%
$56.1 - $64.74 $1.63K - $1.88K
11K $684K
DIS
Walt Disney CO

Communication Services
-74
- 3.63%
$81.72 - $124.01 $6.05K - $9.18K
1.97K $243K
VXF
Vanguard Extended Market ETF

ETFs
-11
- 0.34%
$150.43 - $192.71 $1.65K - $2.12K
3.26K $627K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-169
- 9.44%
$141.37 - $228.57 $23.9K - $38.6K
1.62K $367K
VUG
Vanguard Growth ETF

ETFs
-50
- 2.34%
$329.49 - $438.4 $16.5K - $21.9K
2.08K $913K
ETN
Eaton Corp PLC

Industrials
-330
- 11.55%
$246.52 - $356.99 $81.4K - $118K
2.53K $901K
PLTR
Palantir Technologies Inc.

Technology
-73
- 1.97%
$74.01 - $144.25 $5.4K - $10.5K
3.63K $494K
PM
Philip Morris International Inc.

Consumer Defensive
-87
- 0.94%
$149.23 - $184.95 $13K - $16.1K
9.17K $1.67M
KLAC
Kla Corp

Technology
-1.15K
- 18.92%
$576.53 - $902.94 $661K - $1.04M
4.91K $4.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-17
- 0.01%
$24.38 - $30.18 $414 - $513
133K $4M
VTI
Vanguard Total Stock Market Et

ETFs
-310
- 1.75%
$243.75 - $303.93 $75.6K - $94.2K
17.4K $5.28M
GS
Goldman Sachs Group Inc

Financial Services
-2.33K
- 17.29%
$462.22 - $707.75 $1.08M - $1.65M
11.1K $7.89M
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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