Bogart Wealth, LLC Sells in Q2 2025

Bogart Wealth, LLC

  • $2.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-184K
- 30.85%
$152.42 - $182.82 $28.1M - $33.7M
413K $75.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-135K
- 33.53%
$171.4 - $227.1 $23.2M - $30.8M
269K $61M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-334K
- 48.66%
$49.79 - $50.75 $16.6M - $16.9M
352K $17.9M
DOW
Dow Inc.

Basic Materials
-293K
- 98.25%
$25.81 - $34.89 $7.57M - $10.2M
5.24K $138K
CAT
Caterpillar Inc

Industrials
-27.3K
- 93.3%
$273.94 - $388.21 $7.48M - $10.6M
1.96K $760K
RSG
Republic Services, Inc.

Industrials
-33.9K
- 63.29%
$227.2 - $258.07 $7.71M - $8.76M
19.7K $4.85M
DHR
Danaher Corp

Healthcare
-30K
- 98.42%
$174.64 - $205.16 $5.23M - $6.15M
481 $95K
UNH
Unitedhealth Group Inc

Healthcare
-8.25K
- 93.68%
$274.35 - $599.47 $2.26M - $4.94M
556 $173K
TXN
Texas Instruments Inc

Technology
-20.7K
- 95.93%
N/A
877 $170K
AVGO
Broadcom Inc.

Technology
-39.5K
- 51.58%
$146.29 - $275.65 $5.78M - $10.9M
37.1K $10.2M
XEL
Xcel Energy Inc

Utilities
-11.9K
- 16.92%
$65.65 - $72.39 $778K - $858K
58.2K $3.96M
HDV
Ishares Core High Dividend ETF

ETFs
-5.13K
- 76.37%
$108.41 - $120.51 $556K - $618K
1.59K $186K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-8.47K
- 53.89%
$38.81 - $44.28 $329K - $375K
7.25K $307K
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.26K
- 46.68%
$82.96 - $110.1 $353K - $468K
4.86K $535K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-319
- 13.26%
$483.48 - $539.8 $154K - $172K
2.09K $1.01M
VIG
Vanguard Dividend Appreciation

ETFs
-1.17K
- 54.66%
N/A
973 $177K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-15K
- 19.94%
$19.1 - $23.83 $286K - $357K
60.1K $1.43M
IVE
Ishares S&P 500 Value ETF

ETFs
-979
- 50.41%
$168.34 - $195.42 $165K - $191K
963 $188K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.63K
- 51.26%
$82.17 - $99.96 $134K - $163K
1.55K $152K
ABBV
Abb Vie Inc.

Healthcare
-180
- 4.47%
$170.16 - $206.27 $30.6K - $37.1K
3.84K $713K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.65K
- 35.69%
$75.05 - $77.34 $124K - $128K
2.98K $230K
KO
Coca Cola CO

Consumer Defensive
-620
- 0.96%
$68.37 - $73.9 $42.4K - $45.8K
63.8K $4.52M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.93K
- 74.95%
$29.0 - $30.68 $84.9K - $89.9K
979 $30K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-1.66K
- 99.94%
$46.79 - $48.56 $77.4K - $80.4K
1 $0
BMY
Bristol Myers Squibb CO

Healthcare
-401
- 10.0%
$44.12 - $59.6 $17.7K - $23.9K
3.61K $167K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.59K
- 3.91%
$46.41 - $47.7 $73.8K - $75.8K
39.1K $1.86M
EW
Edwards Lifesciences Corp

Healthcare
-1.01K
- 97.21%
$67.07 - $78.22 $67.8K - $79.1K
29 $2K
IWR
Ishares Russell Mid Cap ETF

ETFs
-840
- 49.7%
$74.88 - $91.97 $62.9K - $77.3K
850 $78K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-778
- 8.37%
$114.78 - $133.31 $89.3K - $104K
8.51K $1.13M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
-2.92K
- 1.66%
$21.01 - $21.59 $61.4K - $63.1K
173K $3.73M
DGRO
Ishares Core Dividend Growth E

ETFs
-1K
- 29.2%
$55.22 - $63.94 $55.3K - $64K
2.43K $155K
MO
Altria Group, Inc.

Consumer Defensive
-144
- 0.43%
$55.56 - $60.91 $8K - $8.77K
33K $1.94M
DG
Dollar General Corp

Consumer Defensive
-626
- 92.88%
$86.02 - $114.95 $53.8K - $72K
48 $5K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-611
- 60.44%
$72.96 - $90.39 $44.6K - $55.2K
400 $35K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-228
- 38.32%
$99.37 - $134.05 $22.7K - $30.6K
367 $41K
TMUS
T Mobile Us, Inc.

Communication Services
-68
- 9.58%
$220.99 - $268.54 $15K - $18.3K
642 $152K
GTO
Invesco Actively Managed ETF T

ETFs
-749
- 10.55%
$45.73 - $47.2 $34.3K - $35.4K
6.35K $297K
VCIT
Vanguard Intermediate Term Cor

ETFs
-411
- 32.67%
$79.56 - $82.92 $32.7K - $34.1K
847 $70K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.19K
- 0.86%
$22.68 - $23.28 $49.6K - $51K
251K $5.84M
SCCO
Southern Copper Corp

Basic Materials
-316
- 59.51%
$75.63 - $104.64 $23.9K - $33.1K
215 $21K
PCG
Pg&E Corp

Utilities
-1.53K
- 85.34%
$13.55 - $17.87 $20.7K - $27.4K
263 $3K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.01K
- 16.44%
$25.04 - $25.18 $25.3K - $25.5K
5.15K $129K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-200
- 93.02%
$103.49 - $133.44 $20.7K - $26.7K
15 $1K
BP
Bp PLC

Energy
-515
- 23.09%
$26.11 - $33.81 $13.4K - $17.4K
1.72K $51K
NKE
Nike, Inc.

Consumer Cyclical
-472
- 30.14%
$53.27 - $72.04 $25.1K - $34K
1.09K $77K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-206
- 40.95%
$105.23 - $109.61 $21.7K - $22.6K
297 $32K
CL
Colgate Palmolive CO

Consumer Defensive
-15
- 0.21%
$87.57 - $96.0 $1.31K - $1.44K
7.13K $647K
IBB
Ishares Biotechnology ETF

ETFs
-173
- 39.86%
$112.02 - $129.0 $19.4K - $22.3K
261 $33K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-738
- 29.06%
$27.29 - $29.28 $20.1K - $21.6K
1.8K $52K
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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