Bogart Wealth, LLC Sells in Q4 2025

Bogart Wealth, LLC

  • $2.44 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-428K
- 26.21%
$72.75 - $76.17 $31.1M - $32.6M
1.2M $90.3M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-510K
- 92.42%
$50.56 - $50.76 $25.8M - $25.9M
41.8K $2.12M
CRM
Salesforce, Inc.

Technology
-58.9K
- 98.51%
$235.69 - $263.41 $13.9M - $15.5M
892 $211K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-251K
- 69.25%
$50.55 - $50.74 $12.7M - $12.7M
111K $5.64M
BHF
Brighthouse Financial, Inc.

Financial Services
-212K
- 99.95%
$45.14 - $66.01 $9.58M - $14M
113 $7K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-122K
- 98.86%
$55.57 - $63.17 $6.8M - $7.73M
1.41K $78K
LEN
Lennar Corp

Consumer Cyclical
-59.5K
- 99.99%
$117.91 - $130.07 $7.02M - $7.74M
8 $0
AMT
American Tower Corp

Real Estate
-35.6K
- 61.95%
$176.64 - $193.32 $6.28M - $6.88M
21.9K $3.94M
ROP
Roper Technologies Inc

Industrials
-8.65K
- 79.58%
$443.27 - $520.0 $3.83M - $4.5M
2.22K $997K
GOOGL
Alphabet Inc.

Communication Services
-28.2K
- 23.67%
$236.57 - $291.31 $6.67M - $8.21M
90.9K $25.1M
ADI
Analog Devices Inc

Technology
-10.5K
- 36.41%
$225.32 - $246.37 $2.37M - $2.59M
18.4K $4.22M
SHOP
Shopify Inc.

Technology
-16.6K
- 24.3%
$146.04 - $179.01 $2.42M - $2.96M
51.6K $7.53M
PHM
Pultegroup Inc

Consumer Cyclical
-13.6K
- 19.01%
$118.23 - $137.61 $1.6M - $1.87M
57.8K $6.84M
AAPL
Apple Inc.

Technology
-12.7K
- 8.63%
$245.27 - $275.25 $3.11M - $3.49M
134K $35.9M
LMT
Lockheed Martin Corp

Industrials
-998
- 3.63%
$452.1 - $514.24 $451K - $513K
26.5K $12.5M
SJNK
Spdr Bloomberg Short Term High

ETFs
-48.3K
- 99.44%
$25.2 - $25.57 $1.22M - $1.23M
270 $6K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-625
- 0.97%
$178.37 - $198.46 $111K - $124K
63.5K $11.7M
VZ
Verizon Communications Inc

Communication Services
-1.76K
- 0.63%
$38.4 - $43.83 $67.4K - $76.9K
276K $11.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.81K
- 61.36%
$401.99 - $468.37 $728K - $849K
1.14K $466K
SPGI
S&P Global Inc.

Financial Services
-1.59K
- 4.38%
$472.05 - $502.96 $750K - $799K
34.7K $17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.13K
- 4.6%
$589.5 - $635.77 $664K - $716K
23.3K $14.1M
EPD
Enterprise Products Partners L.P.

Energy
-13.5K
- 31.98%
$30.19 - $32.26 $408K - $436K
28.7K $927K
GS
Goldman Sachs Group Inc

Financial Services
-204
- 1.81%
$744.6 - $838.97 $152K - $171K
11.1K $8.57M
TFC
Truist Financial Corp

Financial Services
-3.29K
- 1.28%
$41.09 - $45.64 $135K - $150K
254K $11.4M
SPG
Simon Property Group Inc

Real Estate
-757
- 1.63%
$173.35 - $185.76 $131K - $141K
45.6K $8.33M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.74K
- 33.99%
$191.01 - $199.18 $332K - $346K
3.37K $655K
ET
Energy Transfer LP

Energy
-17.1K
- 46.81%
$16.29 - $17.01 $278K - $291K
19.4K $330K
SHEL
Shell PLC

Energy
-4.36K
- 36.66%
$71.37 - $77.01 $311K - $336K
7.54K $570K
MO
Altria Group, Inc.

Consumer Defensive
-44
- 0.13%
$56.38 - $66.65 $2.48K - $2.93K
33K $1.92M
DTE
Dte Energy CO

Utilities
-122
- 0.23%
$133.44 - $143.32 $16.3K - $17.5K
54.1K $7.42M
PFE
Pfizer Inc

Healthcare
-2.44K
- 0.52%
$24.23 - $27.37 $59.1K - $66.8K
470K $11.8M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-5.61K
- 77.35%
$42.11 - $44.28 $236K - $248K
1.64K $70K
OKE
Oneok Inc

Energy
-2.99K
- 73.18%
$64.31 - $72.98 $192K - $218K
1.09K $77K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.07K
- 24.01%
$100.37 - $100.72 $208K - $209K
6.56K $659K
HDV
Ishares Core High Dividend ETF

ETFs
-1.59K
- 21.67%
$118.22 - $122.79 $188K - $195K
5.75K $702K
ASML
Asml Holding Nv

Technology
-739
- 6.81%
$936.19 - $1075.45 $692K - $795K
10.1K $10.3M
ETN
Eaton Corp PLC

Industrials
-378
- 14.92%
$352.39 - $387.75 $133K - $147K
2.16K $759K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-3.74K
- 98.42%
$46.85 - $47.44 $175K - $177K
60 $2K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.31K
- 26.9%
$118.29 - $126.28 $155K - $165K
3.55K $430K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.48K
- 10.74%
$26.44 - $27.53 $119K - $123K
37.3K $1.02M
KEY
Keycorp

Financial Services
-5.84K
- 47.31%
$16.78 - $18.63 $97.9K - $109K
6.5K $114K
UNH
Unitedhealth Group Inc

Healthcare
-290
- 34.16%
$320.52 - $369.92 $93K - $107K
559 $179K
VXF
Vanguard Extended Market ETF

ETFs
-432
- 13.23%
$204.22 - $215.05 $88.2K - $92.9K
2.83K $578K
D
Dominion Energy, Inc

Utilities
-335
- 0.25%
$58.49 - $61.69 $19.6K - $20.7K
134K $8.13M
IVE
Ishares S&P 500 Value ETF

ETFs
-493
- 51.19%
$202.52 - $212.07 $99.8K - $105K
470 $98K
VBK
Vanguard Small Cap Growth ETF

ETFs
-300
- 24.14%
$291.71 - $309.36 $87.5K - $92.8K
943 $275K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.1K
- 62.78%
$43.84 - $45.35 $91.9K - $95.1K
1.24K $55K
VTI
Vanguard Total Stock Market Et

ETFs
-341
- 1.95%
$321.8 - $337.95 $110K - $115K
17.2K $5.66M
USB
Us Bancorp \De\

Financial Services
-1.45K
- 26.28%
$45.28 - $48.26 $65.5K - $69.8K
4.06K $184K
Activity Summary
Buys All Purchases 645 New Holdings 169 Increased Positions 476 Sells All Sells 360 Reductions 360 Sold out 0 Options Calls 3 Puts 0
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