Bogart Wealth, LLC Sells in Q3 2025

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ATO
Atmos Energy Corp

Utilities
-328
- 96.76%
$151.51 - $170.75 $49.7K - $56K
11 $1K
BA
Boeing CO

Industrials
-277
- 14.56%
$209.79 - $237.38 $58.1K - $65.8K
1.63K $350K
APD
Air Products & Chemicals, Inc.

Basic Materials
-155
- 33.62%
$265.78 - $299.3 $41.2K - $46.4K
306 $83K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-18
- 0.7%
$38.58 - $58.24 $694 - $1.05K
2.55K $99K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-53.6K
- 8.67%
$28.92 - $32.19 $1.55M - $1.73M
564K $18M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-241
- 22.59%
$172.72 - $179.11 $41.6K - $43.2K
826 $147K
EPI
Wisdomtree Tr India Earnings F

ETFs
-736
- 87.83%
$43.79 - $47.63 $32.2K - $35.1K
102 $4K
ED
Consolidated Edison Inc

Utilities
-322
- 88.22%
$95.57 - $105.36 $30.8K - $33.9K
43 $4K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-393
- 25.35%
$98.53 - $107.1 $38.7K - $42.1K
1.16K $121K
TDW
Tidewater Inc

Energy
-700
- 77.78%
$46.32 - $63.19 $32.4K - $44.2K
200 $10K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-313
- 34.28%
$86.07 - $90.74 $26.9K - $28.4K
600 $53K
ROKU
Roku, Inc

Communication Services
-323
- 70.07%
$79.98 - $101.78 $25.8K - $32.9K
138 $13K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-400
- 41.49%
$70.77 - $73.59 $28.3K - $29.4K
564 $41K
UPS
United Parcel Service Inc

Industrials
-140
- 17.83%
$82.58 - $105.54 $11.6K - $14.8K
645 $53K
WMB
Williams Companies, Inc.

Energy
-1.5K
- 1.17%
$56.52 - $64.01 $84.5K - $95.7K
127K $8.01M
CRWD
Crowd Strike Holdings, Inc.

Technology
-7
- 0.64%
$412.46 - $514.1 $2.89K - $3.6K
1.09K $533K
NKE
Nike, Inc.

Consumer Cyclical
-308
- 28.15%
$69.24 - $79.24 $21.3K - $24.4K
786 $54K
HAL
Halliburton CO

Energy
-4.5K
- 21.71%
$20.5 - $25.11 $92.3K - $113K
16.2K $399K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-504
- 95.27%
$42.74 - $62.88 $21.5K - $31.7K
25 $1K
NVS
Novartis Ag

Healthcare
-206
- 34.45%
$113.5 - $129.73 $23.4K - $26.7K
392 $50K
FTNT
Fortinet, Inc.

Technology
-144
- 32.14%
$74.39 - $107.65 $10.7K - $15.5K
304 $25K
TTD
Trade Desk, Inc.

Technology
-268
- 83.23%
$43.93 - $89.76 $11.8K - $24.1K
54 $2K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-300
- 22.27%
$87.69 - $96.0 $26.3K - $28.8K
1.05K $98K
WHR
Whirlpool Corp

Consumer Cyclical
-128
- 25.05%
$77.47 - $110.59 $9.92K - $14.2K
383 $30K
DGRO
Ishares Core Dividend Growth E

ETFs
-426
- 17.55%
$64.12 - $68.08 $27.3K - $29K
2K $136K
DIS
Walt Disney CO

Communication Services
-3
- 0.15%
$112.25 - $124.0 $337 - $372
1.96K $224K
AMD
Advanced Micro Devices Inc

Technology
-518
- 15.48%
$134.8 - $184.42 $69.8K - $95.5K
2.83K $457K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-212
- 43.53%
$78.11 - $79.07 $16.6K - $16.8K
275 $21K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-672
- 13.06%
$25.09 - $25.19 $16.9K - $16.9K
4.47K $112K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-150
- 73.17%
$110.74 - $122.12 $16.6K - $18.3K
55 $6K
XLK
Technology Sector Spdr

ETFs
-100
- 26.53%
$250.97 - $282.66 $25.1K - $28.3K
277 $78K
O
Realty Income Corp

Real Estate
-346
- 27.27%
$56.13 - $60.79 $19.4K - $21K
923 $56K
VBK
Vanguard Small Cap Growth ETF

ETFs
-150
- 10.77%
$276.51 - $305.12 $41.5K - $45.8K
1.24K $369K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-100
- 91.74%
$155.79 - $172.55 $15.6K - $17.3K
9 $1K
COP
Conocophillips

Energy
-159
- 50.48%
$91.0 - $98.99 $14.5K - $15.7K
156 $14K
VGIT
Vanguard Intermediate Term Tre

ETFs
-226
- 9.25%
$58.97 - $60.36 $13.3K - $13.6K
2.22K $133K
VNQ
Vanguard Specialized Funds Van

ETFs
-152
- 18.6%
$88.47 - $93.24 $13.4K - $14.2K
665 $60K
FE
Firstenergy Corp

Utilities
-318
- 73.78%
$39.76 - $45.82 $12.6K - $14.6K
113 $5K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-459
- 32.53%
$26.44 - $27.1 $12.1K - $12.4K
952 $25K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-397
- 11.4%
$62.54 - $68.42 $24.8K - $27.2K
3.09K $208K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-203
- 54.86%
$50.73 - $52.47 $10.3K - $10.7K
167 $8K
KR
Kroger CO

Consumer Defensive
-12
- 0.48%
$64.52 - $74.35 $774 - $892
2.46K $166K
PSX
Phillips 66

Energy
-97
- 44.29%
$118.37 - $139.46 $11.5K - $13.5K
122 $16K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-442
- 9.21%
$22.64 - $23.22 $10K - $10.3K
4.36K $100K
SRE
Sempra Energy

Utilities
-169
- 38.06%
$74.14 - $89.98 $12.5K - $15.2K
275 $24K
MDB
Mongo Db, Inc.

Technology
-44
- 83.02%
$201.0 - $334.87 $8.84K - $14.7K
9 $2K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-249
- 55.21%
$25.5 - $35.2 $6.35K - $8.76K
202 $5K
WEC
Wec Energy Group, Inc.

Utilities
-95
- 68.35%
$103.66 - $114.59 $9.85K - $10.9K
44 $5K
NEE
Nextera Energy Inc

Utilities
-293
- 13.68%
$69.77 - $77.54 $20.4K - $22.7K
1.85K $139K
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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