Bogart Wealth, LLC Sells in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
-64
- 1.61%
$82.79 - $111.31 $5.3K - $7.12K
3.91K $336K
CCI
Crown Castle International Corp

Real Estate
-894
- 80.4%
$84.33 - $106.39 $75.4K - $95.1K
218 $22K
IVV
Ishares Core S&P 500 ETF

ETFs
-6
- 0.25%
$554.06 - $615.85 $3.32K - $3.7K
2.41K $1.35M
KKR
Kkr & Co. Inc.

Financial Services
-52
- 2.81%
$108.17 - $167.07 $5.62K - $8.69K
1.8K $207K
ASAN
Asana, Inc.

Technology
-3K
Closed
$12.64 - $24.28 $37.9K - $72.8K
0 $0
JBLU
Jetblue Airways Corp

Industrials
-7K
- 99.22%
$4.82 - $8.09 $33.7K - $56.6K
55 $0
COIN
Coinbase Global, Inc.

Technology
-203
- 97.6%
$172.23 - $301.3 $35K - $61.2K
5 $0
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-930
- 60.98%
$80.53 - $147.57 $74.9K - $137K
595 $78K
DELL
Dell Technologies Inc.

Technology
-100
- 7.15%
$90.34 - $124.66 $9.03K - $12.5K
1.3K $118K
MSTR
Microstrategy Inc

Technology
-146
- 36.96%
$239.27 - $396.5 $34.9K - $57.9K
249 $71K
VBK
Vanguard Small Cap Growth ETF

ETFs
-5
- 0.36%
$247.97 - $296.33 $1.24K - $1.48K
1.38K $346K
SOUN
Soundhound Ai, Inc.

Technology
-1.41K
- 63.23%
$8.12 - $20.62 $11.4K - $29.1K
820 $6K
AFRM
Affirm Holdings, Inc.

Technology
-483
- 48.3%
$43.7 - $80.98 $21.1K - $39.1K
517 $23K
WM
Waste Management Inc

Industrials
-192
- 71.64%
$200.54 - $233.78 $38.5K - $44.9K
76 $17K
ASML
Asml Holding Nv

Technology
-47
- 27.65%
$662.63 - $776.99 $31.1K - $36.5K
123 $81K
KSS
Kohls Corp

Consumer Cyclical
-2.5K
Closed
$8.06 - $14.12 $20.2K - $35.3K
0 $0
BP
Bp PLC

Energy
-1.45K
- 39.45%
$29.93 - $35.31 $43.5K - $51.3K
2.23K $75K
SLB
Schlumberger Limited

Energy
-841
- 82.13%
$38.4 - $43.74 $32.3K - $36.8K
183 $7K
ARCC
Ares Capital Corp

Financial Services
-1.5K
- 33.72%
$21.28 - $23.81 $31.9K - $35.6K
2.94K $65K
APP
App Lovin Corp

Technology
-91
- 79.13%
$238.08 - $510.13 $21.7K - $46.4K
24 $6K
TGT
Target Corp

Consumer Defensive
-13
- 1.36%
$103.65 - $142.5 $1.35K - $1.85K
946 $98K
VGIT
Vanguard Intermediate Term Tre

ETFs
-585
- 25.03%
$57.44 - $59.4 $33.6K - $34.7K
1.75K $104K
AZN
Astrazeneca PLC

Healthcare
-592
- 32.16%
$65.37 - $77.96 $38.7K - $46.2K
1.25K $91K
VGSH
Vanguard

ETFs
-475
- 52.78%
$58.07 - $58.69 $27.6K - $27.9K
425 $24K
HAL
Halliburton CO

Energy
-954
- 70.46%
$24.15 - $29.9 $23K - $28.5K
400 $10K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-200
- 39.92%
$103.96 - $122.36 $20.8K - $24.5K
301 $32K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-918
- 21.63%
$36.91 - $41.03 $33.9K - $37.7K
3.33K $132K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-96
- 42.67%
$203.38 - $274.79 $19.5K - $26.4K
129 $26K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-72
- 62.61%
$254.58 - $302.92 $18.3K - $21.8K
43 $10K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-21
- 5.71%
$200.77 - $270.08 $4.22K - $5.67K
347 $69K
MU
Micron Technology Inc

Technology
-292
- 20.45%
$86.89 - $109.38 $25.4K - $31.9K
1.14K $98K
MCHP
Microchip Technology Inc

Technology
-15
- 0.69%
$48.41 - $64.3 $726 - $965
2.17K $104K
MCD
Mcdonalds Corp

Consumer Cyclical
-187
- 10.8%
$279.74 - $321.29 $52.3K - $60.1K
1.55K $482K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-459
- 4.88%
$21.75 - $24.28 $9.98K - $11.1K
8.94K $197K
MRVL
Marvell Technology, Inc.

Technology
-22
- 5.53%
$61.57 - $126.06 $1.35K - $2.77K
376 $23K
OKE
Oneok Inc

Energy
-138
- 3.41%
$89.57 - $109.85 $12.4K - $15.2K
3.91K $387K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-824
- 12.82%
$23.9 - $24.18 $19.7K - $19.9K
5.6K $135K
IWP
Ishares Russell Mid Cap Growth

ETFs
-59
- 5.19%
$114.9 - $139.6 $6.78K - $8.24K
1.08K $126K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-786
- 12.74%
$24.79 - $25.26 $19.5K - $19.9K
5.38K $135K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-857
- 13.17%
$22.61 - $23.14 $19.4K - $19.8K
5.65K $130K
HOOD
Robinhood Markets, Inc.

Technology
-529
- 52.9%
$35.63 - $65.28 $18.8K - $34.5K
471 $19K
XLK
Technology Sector Spdr

ETFs
-33
- 8.05%
$206.38 - $242.18 $6.81K - $7.99K
377 $77K
IBDV
Ishares Tr

Technology
-909
- 13.06%
$21.11 - $21.73 $19.2K - $19.8K
6.05K $131K
SYF
Synchrony Financial

Financial Services
-184
- 46.0%
$51.9 - $70.63 $9.55K - $13K
216 $11K
LYG
Lloyds Banking Group PLC

Financial Services
-5.55K
- 97.51%
$2.58 - $3.9 $14.3K - $21.7K
142 $0
IGM
Ishares Expanded Tech Sector E

ETFs
-10
- 0.83%
$90.67 - $108.46 $907 - $1.08K
1.19K $107K
DASH
Door Dash, Inc.

Communication Services
-79
- 92.94%
$168.37 - $213.38 $13.3K - $16.9K
6 $1K
IWM
Ishares Russell 2000 ETF

ETFs
-5
- 0.91%
$198.1 - $229.79 $991 - $1.15K
543 $108K
ENPH
Enphase Energy, Inc.

Technology
-191
- 95.5%
$52.87 - $73.51 $10.1K - $14K
9 $0
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
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email