Bogart Wealth, LLC Options Holdings

Bogart Wealth, LLC

  • $2.32 Billion
  • Q2 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
Halliburton CO
CALL
$0
500
Q1 2025
New holding
Sofi Technologies Inc
CALL
$0
1K
Q1 2025
New holding
Spdr Gold Shares
CALL
$0
4.5K
Q2 2025
Added 50.0%
Tesla Inc
CALL
$0
400
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,455
  • Current Value $2.32 Billion
  • Prior Value $2.11 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 156 stocks
  • Additional Purchases 506 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 257 stocks
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