Bogart Wealth, LLC Options Holdings

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Advanced Micro Devices Inc
CALL
$0
500
Q1 2025
New holding
Spdr S&P 500 ETF Trust
CALL
$0
400
Q1 2025
New holding
Spdr Gold Shares
CALL
$0
3K
Q1 2025
New holding
Sofi Technologies Inc
CALL
$0
1K
Q1 2025
New holding
Patterson Uti Energy Inc
CALL
$0
1.5K
Q1 2025
New holding
Helmerich & Payne Inc
CALL
$0
400
Q1 2025
New holding
Halliburton CO
CALL
$0
500
Q1 2025
New holding
Devon Energy Corp New
CALL
$0
500
Q1 2025
New holding
Bath & Body Works Inc
CALL
$0
0
Q1 2025
New holding
Tesla Inc
CALL
$0
400
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,413
  • Current Value $2.11 Billion
  • Prior Value $2.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 189 stocks
  • Additional Purchases 416 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 355 stocks
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