Bogart Wealth, LLC Purchases in Q3 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
K
Kellogg CO

Consumer Defensive
27
+ 71.05%
$56.19 - $80.81 $1.52K - $2.18K
65 $5K
AES
Aes Corp

Utilities
150
+ 125.0%
$16.18 - $20.07 $2.43K - $3.01K
270 $5K
NDAQ
Nasdaq, Inc.

Financial Services
1
+ 0.55%
$59.48 - $74.31 $59.5 - $74.3
182 $13K
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.11%
$56.47 - $63.69 $56.5 - $63.7
888 $55K
LYG
Lloyds Banking Group PLC

Financial Services
1K
New
$2.73 - $3.17 $2.73K - $3.17K
1K $3K
TSCO
Tractor Supply CO

Consumer Cyclical
1
+ 0.67%
$251.95 - $290.93 $252 - $291
150 $43K
ADM
Archer Daniels Midland CO

Consumer Defensive
34
+ 130.77%
$57.96 - $65.72 $1.97K - $2.23K
60 $3K
DHT
Dht Holdings, Inc.

Energy
200
+ 43.01%
$10.25 - $12.05 $2.05K - $2.41K
665 $7K
ACCO
Acco Brands Corp

Industrials
502
New
$4.48 - $5.53 $2.25K - $2.78K
502 $2K
RIO
Rio Tinto PLC

Basic Materials
15
+ 8.29%
$59.71 - $71.21 $896 - $1.07K
196 $13K
AMWD
American Woodmark Corp

Consumer Cyclical
28
New
$77.25 - $102.5 $2.16K - $2.87K
28 $2K
SXT
Sensient Technologies Corp

Basic Materials
33
New
$70.26 - $81.68 $2.32K - $2.7K
33 $2K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3
+ 0.52%
$53.41 - $57.9 $160 - $174
577 $33K
CF
Cf Industries Holdings, Inc.

Basic Materials
1
+ 0.43%
$69.38 - $85.8 $69.4 - $85.8
233 $19K
IYR
Ishares Tr

ETFs
5
+ 6.67%
$86.93 - $103.61 $435 - $518
80 $8K
ET
Energy Transfer LP

Energy
402
+ 1.71%
$15.43 - $16.44 $6.2K - $6.61K
23.9K $383K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2
+ 0.06%
$21.96 - $22.69 $43.9 - $45.4
3.3K $74K
BBDC
Barings Bdc, Inc.

Financial Services
280
New
$9.28 - $10.19 $2.6K - $2.85K
280 $2K
WRB
Berkley W R Corp

Financial Services
132
+ 49.81%
$51.54 - $79.62 $6.8K - $10.5K
397 $22K
ICE
Intercontinental Exchange, Inc.

Financial Services
18
New
$136.93 - $162.81 $2.46K - $2.93K
18 $2K
HPQ
Hp Inc

Technology
2
+ 0.12%
$32.02 - $38.11 $64 - $76.2
1.73K $62K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2
+ 0.06%
$21.7 - $22.6 $43.4 - $45.2
3.35K $75K
FLEX
Flex Ltd.

Technology
50
New
$28.1 - $34.0 $1.41K - $1.7K
50 $1K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1
+ 0.2%
$51.58 - $53.79 $51.6 - $53.8
489 $26K
COF
Capital One Financial Corp

Financial Services
2
+ 14.29%
$131.42 - $153.05 $263 - $306
16 $2K
WDS
Woodside Energy Group LTD

Energy
50
+ 20.0%
$15.64 - $20.01 $782 - $1K
300 $5K
LUV
Southwest Airlines CO

Industrials
4
+ 1.07%
$23.7 - $29.93 $94.8 - $120
378 $11K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
67
New
$19.78 - $23.53 $1.33K - $1.58K
67 $1K
IHDG
Wisdomtree Tr

ETFs
14
+ 0.22%
$42.42 - $46.78 $594 - $655
6.35K $289K
BWXT
Bwx Technologies, Inc.

Industrials
4
+ 5.97%
$92.38 - $108.7 $370 - $435
71 $7K
IYT
Ishares Tr U.S. Transportation

ETFs
15
+ 35.71%
$61.35 - $68.92 $920 - $1.03K
57 $3K
GTY
Getty Realty Corp

Real Estate
15
+ 23.08%
$26.57 - $32.57 $399 - $489
80 $2K
SAN
Banco Santander, S.A.

Financial Services
95
+ 23.4%
$4.37 - $5.16 $415 - $490
501 $2K
IBN
Icici Bank LTD

Financial Services
1
+ 0.99%
$27.58 - $31.38 $27.6 - $31.4
102 $3K
VICI
Vici Properties Inc.

Real Estate
35
+ 87.5%
$27.64 - $34.08 $967 - $1.19K
75 $2K
BAX
Baxter International Inc

Healthcare
2
+ 0.85%
$32.85 - $40.26 $65.7 - $80.5
236 $8K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2
+ 0.06%
$22.55 - $23.1 $45.1 - $46.2
3.23K $74K
HRL
Hormel Foods Corp

Consumer Defensive
46
New
$30.04 - $33.14 $1.38K - $1.52K
46 $1K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
100
New
$16.12 - $18.36 $1.61K - $1.84K
100 $1K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
7
+ 0.16%
$49.9 - $50.37 $349 - $353
4.5K $225K
PB
Prosperity Bancshares Inc

Financial Services
1
+ 1.09%
$59.22 - $74.29 $59.2 - $74.3
93 $6K
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.48%
$182.15 - $182.15 $729 - $729
843 $153K
TGNA
Tegna Inc

Communication Services
0
New
$13.39 - $16.27 $0 - $0
0 $0
AMH
American Homes 4 Rent

Real Estate
0
New
$34.87 - $41.14 $0 - $0
0 $0
UMBF
Umb Financial Corp

Financial Services
0
New
$81.41 - $108.94 $0 - $0
0 $0
Te Connectivity PLC Ord Shs
44.4K
New
N/A
44.4K $0
VTRS
Viatris Inc

Healthcare
2
+ 0.88%
$10.32 - $12.13 $20.6 - $24.3
230 $2K
ENFR
Alerian Energy Infrastructure

ETFs
1
+ 1.0%
$26.22 - $28.65 $26.2 - $28.7
101 $2K
VLY
Valley National Bancorp

Financial Services
0
New
$6.58 - $9.34 $0 - $0
0 $0
Activity Summary
Buys All Purchases 376 New Holdings 85 Increased Positions 291 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
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