Bogart Wealth, LLC Reduced Holdings in Q4 2025

Bogart Wealth, LLC

  • $2.44 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
UUUU
Energy Fuels Inc

Energy
-5.37K
- 60.62%
$15.12 - $26.23 $81.1K - $141K
3.49K $54K
PLTR
Palantir Technologies Inc.

Technology
-237
- 5.47%
$172.14 - $207.18 $40.8K - $49.1K
4.1K $712K
VBR
Vanguard Small Cap Value ETF

ETFs
-350
- 29.71%
$201.42 - $211.15 $70.5K - $73.9K
828 $170K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-1.31K
- 72.53%
$54.74 - $57.0 $71.5K - $74.5K
495 $27K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-700
- 77.78%
$87.56 - $111.7 $61.3K - $78.2K
200 $19K
IVV
Ishares Core S&P 500 ETF

ETFs
-124
- 4.57%
$656.2 - $690.71 $81.4K - $85.6K
2.59K $1.75M
LYFT
Lyft, Inc.

Technology
-3K
- 94.91%
$19.25 - $24.57 $57.8K - $73.7K
161 $3K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-144
- 7.81%
$475.68 - $513.11 $68.5K - $73.9K
1.7K $864K
CCJ
Cameco Corp

Energy
-663
- 39.39%
$82.77 - $106.91 $54.9K - $70.9K
1.02K $86K
MSI
Motorola Solutions, Inc.

Technology
-3
- 0.44%
$379.98 - $462.26 $1.14K - $1.39K
678 $257K
CTRA
Coterra Energy Inc.

Energy
-2K
- 98.91%
$22.58 - $26.79 $45.2K - $53.6K
22 $0
ACN
Accenture PLC

Technology
-169
- 25.11%
$234.02 - $253.35 $39.5K - $42.8K
504 $121K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-500
- 49.95%
$84.91 - $90.88 $42.5K - $45.4K
501 $44K
BMY
Bristol Myers Squibb CO

Healthcare
-1.02K
- 28.28%
$42.6 - $49.08 $43.6K - $50.3K
2.6K $121K
CRWD
Crowd Strike Holdings, Inc.

Technology
-174
- 15.99%
$482.23 - $557.53 $83.9K - $97K
914 $491K
JOBY
Joby Aviation, Inc.

Industrials
-2.5K
- 86.57%
$14.32 - $19.57 $35.8K - $48.9K
388 $5K
PAYC
Paycom Software, Inc.

Technology
-197
- 98.5%
$162.15 - $206.86 $31.9K - $40.8K
3 $0
VB
Vanguard Small Cap ETF

ETFs
-141
- 10.98%
$248.1 - $260.08 $35K - $36.7K
1.14K $285K
ALB
Albemarle Corp

Basic Materials
-619
- 66.92%
$84.47 - $115.14 $52.3K - $71.3K
306 $35K
AMAT
Applied Materials Inc

Technology
-6.51K
- 10.75%
$209.95 - $240.89 $1.37M - $1.57M
54.1K $12.4M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-365
- 2.56%
$142.82 - $150.36 $52.1K - $54.9K
13.9K $2.04M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-607
- 77.42%
$57.9 - $61.26 $35.1K - $37.2K
177 $10K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-143
- 8.64%
$280.66 - $305.09 $40.1K - $43.6K
1.51K $426K
DIS
Walt Disney CO

Communication Services
-167
- 8.5%
$105.69 - $116.65 $17.7K - $19.5K
1.8K $189K
IONQ
Ion Q, Inc.

Technology
-319
- 23.77%
$45.4 - $82.09 $14.5K - $26.2K
1.02K $48K
CRSP
Crispr Therapeutics Ag

Healthcare
-500
- 76.92%
$51.11 - $76.78 $25.6K - $38.4K
150 $8K
DVN
Devon Energy Corp

Energy
-1K
- 44.78%
$31.74 - $35.84 $31.7K - $35.8K
1.23K $44K
MRVL
Marvell Technology, Inc.

Technology
-395
- 77.45%
$81.05 - $93.74 $32K - $37K
115 $9K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-403
- 2.15%
$66.54 - $69.97 $26.8K - $28.2K
18.3K $1.25M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-572
- 44.07%
$49.98 - $50.22 $28.6K - $28.7K
726 $36K
VFH
Vanguard Financial ETF

ETFs
-50
- 0.88%
$125.75 - $131.12 $6.29K - $6.56K
5.62K $717K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-165
- 75.69%
$127.26 - $142.72 $21K - $23.5K
53 $6K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.17K
- 1.95%
$25.2 - $26.46 $29.6K - $31K
59K $1.52M
XLF
Financial Sector Spdr

ETFs
-381
- 13.09%
$51.76 - $53.77 $19.7K - $20.5K
2.53K $132K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-141
- 7.27%
$125.45 - $131.1 $17.7K - $18.5K
1.8K $229K
UAL
United Airlines Holdings, Inc.

Industrials
-223
- 33.43%
$90.77 - $104.05 $20.2K - $23.2K
444 $42K
NVO
Novo Nordisk A S

Healthcare
-261
- 23.68%
$45.68 - $59.65 $11.9K - $15.6K
841 $40K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-45
- 7.35%
$153.8 - $189.34 $6.92K - $8.52K
567 $89K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-4K
- 99.06%
$4.14 - $6.79 $16.6K - $27.2K
38 $0
ZETA
Zeta Global Holdings Corp.

Technology
-940
- 96.21%
$16.7 - $20.47 $15.7K - $19.2K
37 $0
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-614
- 7.67%
$42.19 - $45.31 $25.9K - $27.8K
7.39K $329K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-44
- 7.89%
$245.79 - $258.02 $10.8K - $11.4K
514 $126K
PPG
Ppg Industries Inc

Basic Materials
-159
- 87.36%
$94.92 - $105.45 $15.1K - $16.8K
23 $2K
TMUS
T Mobile Us, Inc.

Communication Services
-6
- 0.9%
$201.01 - $233.26 $1.21K - $1.4K
663 $143K
DHI
Horton D R Inc

Consumer Cyclical
-89
- 86.41%
$142.43 - $174.95 $12.7K - $15.6K
14 $1K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-222
- 46.64%
$61.89 - $76.13 $13.7K - $16.9K
254 $15K
IYW
Ishares Dj Us Tech ETF

ETFs
-82
- 50.62%
$192.8 - $211.27 $15.8K - $17.3K
80 $15K
CDE
Coeur Mining, Inc.

Basic Materials
-125
- 3.77%
$13.82 - $23.1 $1.73K - $2.89K
3.2K $47K
CG
Carlyle Group Inc.

Financial Services
-5
- 0.32%
$51.16 - $63.48 $256 - $317
1.57K $83K
Activity Summary
Buys All Purchases 645 New Holdings 169 Increased Positions 476 Sells All Sells 360 Reductions 360 Sold out 0 Options Calls 3 Puts 0
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