Bogart Wealth, LLC Sells in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
-836K
- 99.59%
$60.46 - $64.42 $50.5M - $53.8M
3.43K $211K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-397K
- 99.21%
$89.18 - $104.04 $35.4M - $41.3M
3.18K $291K
IEF
Ishares Barclays

ETFs
-202K
- 30.52%
$91.17 - $95.39 $18.4M - $19.3M
460K $43.9M
CMCSA
Comcast Corp

Communication Services
-250K
- 98.71%
$33.19 - $38.23 $8.3M - $9.56M
3.27K $120K
PEP
Pepsico Inc

Consumer Defensive
-60.8K
- 94.62%
$142.64 - $156.42 $8.67M - $9.51M
3.46K $518K
AIG
American International Group, Inc.

Financial Services
-121K
- 99.87%
$70.5 - $86.94 $8.56M - $10.6M
153 $13K
EW
Edwards Lifesciences Corp

Healthcare
-91.7K
- 98.88%
$67.95 - $76.19 $6.23M - $6.99M
1.04K $75K
MRK
Merck & Co., Inc.

Healthcare
-63.6K
- 90.55%
$83.01 - $101.02 $5.28M - $6.43M
6.64K $596K
NICE
Nice Ltd.

Technology
-35K
- 99.67%
$139.18 - $178.5 $4.87M - $6.25M
115 $17K
ADBE
Adobe Inc.

Technology
-12.3K
- 87.85%
$377.84 - $464.11 $4.64M - $5.7M
1.7K $651K
HON
Honeywell International Inc

Industrials
-18.5K
- 98.37%
$202.75 - $226.52 $3.75M - $4.19M
307 $65K
AAPL
Apple Inc.

Technology
-1.19K
- 0.93%
$209.68 - $247.1 $250K - $295K
127K $28.1M
JNJ
Johnson & Johnson

Healthcare
-26K
- 81.64%
$142.06 - $167.7 $3.69M - $4.36M
5.84K $969K
NEE
Nextera Energy Inc

Utilities
-50.3K
- 96.97%
$66.96 - $76.16 $3.37M - $3.83M
1.57K $111K
T
At&T Inc.

Communication Services
-218K
- 42.36%
$21.56 - $28.28 $4.7M - $6.16M
296K $8.38M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
-143K
- 44.78%
$20.83 - $21.52 $2.98M - $3.08M
176K $3.79M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-180K
- 35.67%
$18.36 - $20.51 $3.3M - $3.68M
324K $6.4M
META
Meta Platforms, Inc.

Communication Services
-4.12K
- 16.67%
$576.36 - $736.67 $2.37M - $3.03M
20.6K $11.9M
DHR
Danaher Corp

Healthcare
-7.1K
- 18.91%
$201.62 - $250.59 $1.43M - $1.78M
30.4K $6.24M
SHOP
Shopify Inc.

Technology
-14.2K
- 17.72%
$90.59 - $129.31 $1.29M - $1.84M
65.9K $6.29M
KO
Coca Cola CO

Consumer Defensive
-39.8K
- 38.15%
$60.81 - $72.32 $2.42M - $2.87M
64.5K $4.62M
TXN
Texas Instruments Inc

Technology
-9.06K
- 29.58%
N/A
21.6K $4.2M
WMT
Walmart Inc.

Consumer Defensive
-15.5K
- 13.95%
$84.5 - $105.05 $1.31M - $1.62M
95.4K $8.38M
UBER
Uber Technologies, Inc

Technology
-46.2K
- 33.52%
$63.17 - $81.49 $2.92M - $3.76M
91.6K $6.67M
PANW
Palo Alto Networks Inc

Technology
-4.51K
- 6.03%
$167.82 - $208.28 $756K - $938K
70.2K $12M
ACWI
Ishares Msci Acwi ETF

ETFs
-5.9K
- 0.85%
$115.16 - $124.13 $679K - $732K
685K $79.7M
UNH
Unitedhealth Group Inc

Healthcare
-2.87K
- 24.57%
$461.52 - $548.18 $1.32M - $1.57M
8.8K $4.61M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-41.2K
- 50.28%
$23.16 - $27.04 $954K - $1.11M
40.7K $954K
WMB
Williams Companies, Inc.

Energy
-32.7K
- 20.73%
$54.02 - $61.09 $1.77M - $2M
125K $7.48M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-26.3K
- 99.49%
$35.96 - $36.72 $944K - $964K
134 $4K
HDV
Ishares Core High Dividend ETF

ETFs
-8.91K
- 57.01%
$110.86 - $121.12 $988K - $1.08M
6.72K $813K
VTI
Vanguard Total Stock Market Et

ETFs
-2.25K
- 11.3%
$271.18 - $303.12 $611K - $683K
17.7K $4.86M
GILD
Gilead Sciences, Inc.

Healthcare
-23.1K
- 25.54%
$89.14 - $117.41 $2.06M - $2.72M
67.4K $7.56M
VEA
Vanguard Ftse Developed Market

ETFs
-5.73K
- 66.18%
$47.4 - $52.99 $272K - $304K
2.93K $148K
VUG
Vanguard Growth ETF

ETFs
-434
- 16.9%
$369.1 - $427.61 $160K - $186K
2.13K $791K
SHEL
Shell PLC

Energy
-5.16K
- 30.22%
$62.84 - $73.29 $324K - $378K
11.9K $872K
VB
Vanguard Small Cap ETF

ETFs
-612
- 31.15%
$217.89 - $252.64 $133K - $155K
1.35K $300K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-249
- 27.39%
$522.96 - $601.18 $130K - $150K
660 $352K
MET
Metlife Inc

Financial Services
-115
- 0.14%
$77.7 - $87.0 $8.94K - $10K
79.3K $6.37M
VGT
Vanguard Information Technolog

ETFs
-7
- 0.44%
$542.38 - $646.34 $3.8K - $4.52K
1.57K $852K
DIS
Walt Disney CO

Communication Services
-855
- 29.52%
$96.87 - $114.0 $82.8K - $97.5K
2.04K $201K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-177
- 1.23%
$120.24 - $134.3 $21.3K - $23.8K
14.2K $1.73M
FAS
Direxion Daily Financial Bull

ETFs
-800
Closed
$136.91 - $185.61 $110K - $148K
0 $0
O
Realty Income Corp

Real Estate
-1.99K
- 71.17%
$51.67 - $58.49 $103K - $116K
806 $46K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.35K
- 22.53%
$73.78 - $76.59 $99.5K - $103K
4.63K $354K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-48
- 0.38%
$120.29 - $134.6 $5.77K - $6.46K
12.6K $1.54M
USD
Proshares Ultra Semiconductors

ETFs
-1.3K
- 86.67%
$40.36 - $76.24 $52.5K - $99.1K
200 $8K
VONG
Vanguard Russell 1000 Growth E

ETFs
-151
- 2.22%
$92.71 - $107.38 $14K - $16.2K
6.64K $616K
VRT
Vertiv Holdings CO

Industrials
-926
- 43.6%
N/A
1.2K $103K
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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