Bogart Wealth, LLC Purchases in Q3 2025

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MKL
Markel Corp

Financial Services
1
+ 11.11%
$1898.34 - $2031.8 $1.9K - $2.03K
10 $19K
OMC
Omnicom Group Inc.

Communication Services
8
+ 4.62%
$70.41 - $81.53 $563 - $652
181 $14K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2
+ 1.56%
$301.44 - $365.84 $603 - $732
130 $42K
RGLD
Royal Gold Inc

Basic Materials
3
+ 10.71%
$151.42 - $200.58 $454 - $602
31 $6K
SMR
Nuscale Power Corp

Industrials
100
+ 21.28%
$32.65 - $51.67 $3.27K - $5.17K
570 $20K
NTRS
Northern Trust Corp

Financial Services
6
+ 7.89%
$123.6 - $134.6 $742 - $808
82 $11K
NTES
Net Ease, Inc.

Communication Services
14
New
$127.31 - $159.34 $1.78K - $2.23K
14 $2K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1
+ 0.22%
$76.29 - $80.63 $76.3 - $80.6
465 $37K
IYY
Ishares Tr

ETFs
3
+ 4.23%
$150.75 - $162.82 $452 - $488
74 $12K
JCI
Johnson Controls International PLC

Industrials
10
+ 7.81%
$103.24 - $111.73 $1.03K - $1.12K
138 $15K
PCG
Pg&E Corp

Utilities
70
+ 26.62%
$13.0 - $15.73 $910 - $1.1K
333 $5K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
1
+ 0.09%
$49.55 - $52.25 $49.6 - $52.3
1.1K $57K
CCL
Carnival Corp

Consumer Cyclical
16
+ 1.08%
$28.37 - $32.49 $454 - $520
1.5K $43K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2
+ 0.57%
$80.54 - $89.67 $161 - $179
350 $30K
WDAY
Workday, Inc.

Technology
6
+ 37.5%
$213.69 - $247.69 $1.28K - $1.49K
22 $5K
NVO
Novo Nordisk A S

Healthcare
245
+ 28.59%
$45.38 - $71.7 $11.1K - $17.6K
1.1K $61K
SYM
Symbotic Inc.

Financial Services
8
+ 11.76%
$39.68 - $63.21 $317 - $506
76 $4K
WTW
Willis Towers Watson PLC

Financial Services
7
New
$301.83 - $345.45 $2.11K - $2.42K
7 $2K
CSX
Csx Corp

Industrials
66
+ 51.56%
$32.05 - $36.52 $2.12K - $2.41K
194 $6K
FIX
Comfort Systems Usa Inc

Industrials
1
+ 16.67%
$521.66 - $825.18 $522 - $825
7 $5K
TTWO
Take Two Interactive Software Inc

Communication Services
7
+ 36.84%
$217.37 - $259.96 $1.52K - $1.82K
26 $6K
ASPN
Aspen Aerogels Inc

Industrials
375
New
$6.0 - $8.26 $2.25K - $3.1K
375 $2K
BDX
Becton Dickinson & CO

Healthcare
3
+ 2.86%
$172.41 - $199.66 $517 - $599
108 $20K
CIEN
Ciena Corp

Technology
6
+ 66.67%
$77.75 - $145.67 $467 - $874
15 $2K
VEEV
Veeva Systems Inc

Healthcare
4
+ 4.21%
$269.2 - $297.91 $1.08K - $1.19K
99 $29K
TMC
Tmc The Metals CO Inc.

Basic Materials
440
New
$4.67 - $8.1 $2.05K - $3.56K
440 $2K
FSLR
First Solar, Inc.

Technology
3
+ 12.5%
$160.84 - $223.53 $483 - $671
27 $5K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
27
New
$79.52 - $89.63 $2.15K - $2.42K
27 $2K
CDNS
Cadence Design Systems Inc

Technology
5
+ 62.5%
$309.46 - $373.37 $1.55K - $1.87K
13 $4K
ABC
Amerisourcebergen Corp

Healthcare
8
+ 1.29%
N/A
628 $116K
XYL
Xylem Inc.

Industrials
4
+ 6.78%
$129.67 - $147.5 $519 - $590
63 $9K
AEM
Agnico Eagle Mines LTD

Basic Materials
15
New
$116.14 - $168.56 $1.74K - $2.53K
15 $2K
BROS
Dutch Bros Inc.

Consumer Cyclical
40
+ 400.0%
$52.34 - $74.24 $2.09K - $2.97K
50 $2K
SSNC
Ss&C Technologies Holdings Inc

Technology
12
+ 25.0%
$81.85 - $90.2 $982 - $1.08K
60 $5K
ICE
Intercontinental Exchange, Inc.

Financial Services
15
+ 50.0%
$167.28 - $188.45 $2.51K - $2.83K
45 $7K
AEE
Ameren Corp

Utilities
10
+ 5.0%
$95.0 - $104.38 $950 - $1.04K
210 $21K
STT
State Street Corp

Financial Services
5
+ 2.84%
$102.01 - $117.25 $510 - $586
181 $20K
SPOT
Spotify Technology S.A.

Communication Services
4
+ 133.33%
$620.01 - $738.53 $2.48K - $2.95K
7 $4K
STE
Steris PLC

Healthcare
6
+ 200.0%
$221.21 - $252.43 $1.33K - $1.51K
9 $2K
RFV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.58%
$119.35 - $132.13 $119 - $132
174 $22K
EA
Electronic Arts Inc.

Communication Services
14
New
$147.79 - $202.05 $2.07K - $2.83K
14 $2K
HUM
Humana Inc

Healthcare
5
+ 62.5%
$220.41 - $312.0 $1.1K - $1.56K
13 $3K
VRSN
Verisign Inc

Technology
4
+ 23.53%
$263.02 - $305.98 $1.05K - $1.22K
21 $5K
CINF
Cincinnati Financial Corp

Financial Services
3
+ 15.0%
$145.8 - $158.1 $437 - $474
23 $3K
CDW
Cdw Corp

Technology
3
+ 75.0%
$156.97 - $182.84 $471 - $549
7 $1K
SAIA
Saia Inc

Industrials
4
+ 400.0%
$281.49 - $333.61 $1.13K - $1.33K
5 $1K
DECK
Deckers Outdoor Corp

Consumer Cyclical
10
New
$95.32 - $123.91 $953 - $1.24K
10 $1K
NBIX
Neurocrine Biosciences Inc

Healthcare
4
+ 100.0%
$123.98 - $146.67 $496 - $587
8 $1K
MEDP
Medpace Holdings, Inc.

Healthcare
3
New
$308.88 - $514.16 $927 - $1.54K
3 $1K
Activity Summary
Buys All Purchases 701 New Holdings 157 Increased Positions 544 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 1 Puts 0
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