Bogart Wealth, LLC Sells in Q3 2025

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TWLO
Twilio Inc

Communication Services
-72
- 86.75%
$92.44 - $132.7 $6.66K - $9.55K
11 $1K
SPY
Spdr S&P 500 ETF Trust

ETFs
-90
- 8.33%
$617.65 - $666.84 $55.6K - $60K
990 $659K
MNST
Monster Beverage Corp

Consumer Defensive
-154
- 42.08%
$58.65 - $67.31 $9.03K - $10.4K
212 $14K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-273
- 15.61%
$25.39 - $25.57 $6.93K - $6.98K
1.48K $37K
EBND
Spdr Bloomberg Emerging Market

ETFs
-322
- 92.53%
$20.95 - $21.57 $6.75K - $6.95K
26 $0
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-37
- 37.37%
$275.84 - $326.36 $10.2K - $12.1K
62 $20K
SCCO
Southern Copper Corp

Basic Materials
-92
- 42.79%
$90.54 - $121.36 $8.33K - $11.2K
123 $14K
DDOG
Datadog, Inc.

Technology
-49
- 58.33%
$124.52 - $155.15 $6.1K - $7.6K
35 $4K
ADSK
Autodesk, Inc.

Technology
-30
- 23.81%
N/A
96 $23K
CAG
Conagra Brands Inc.

Consumer Defensive
-328
- 92.13%
$18.04 - $21.14 $5.92K - $6.93K
28 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
-106
- 8.14%
$164.63 - $174.58 $17.5K - $18.5K
1.2K $208K
BP
Bp PLC

Energy
-394
- 22.97%
$30.25 - $35.69 $11.9K - $14.1K
1.32K $45K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-100
- 9.06%
$108.77 - $115.6 $10.9K - $11.6K
1K $113K
IFF
International Flavors & Fragrances Inc

Basic Materials
-56
- 66.67%
$60.3 - $77.46 $3.38K - $4.34K
28 $1K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-102
- 42.15%
$68.94 - $86.3 $7.03K - $8.8K
140 $12K
BNDX
Vanguard Total International B

ETFs
-98
- 25.39%
$49.0 - $49.51 $4.8K - $4.85K
288 $14K
EPD
Enterprise Products Partners L.P.

Energy
-530
- 1.24%
$30.74 - $32.14 $16.3K - $17K
42.3K $1.32M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-48
- 21.82%
$133.48 - $144.38 $6.41K - $6.93K
172 $24K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-403
- 50.82%
$12.9 - $13.59 $5.2K - $5.48K
390 $5K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-124
- 92.54%
$42.75 - $43.37 $5.3K - $5.38K
10 $0
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-127
- 4.52%
$43.36 - $44.8 $5.51K - $5.69K
2.68K $119K
VBR
Vanguard Small Cap Value ETF

ETFs
-100
- 7.82%
$195.41 - $212.37 $19.5K - $21.2K
1.18K $245K
BCE
Bce Inc

Communication Services
-230
- 19.09%
$22.63 - $25.74 $5.2K - $5.92K
975 $22K
HLLY
Holley Inc.

Consumer Cyclical
-3K
- 60.0%
$1.99 - $4.07 $5.97K - $12.2K
2K $6K
F
Ford Motor CO

Consumer Cyclical
-905
- 14.09%
$10.82 - $12.09 $9.79K - $10.9K
5.52K $65K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-32
- 24.62%
$94.03 - $117.16 $3.01K - $3.75K
98 $9K
YUM
Yum Brands Inc

Consumer Cyclical
-57
- 3.7%
$139.5 - $153.94 $7.95K - $8.77K
1.48K $225K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-140
- 4.84%
$23.29 - $23.38 $3.26K - $3.27K
2.76K $64K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-71
- 34.63%
$36.55 - $37.16 $2.6K - $2.64K
134 $4K
CI
Cigna Corp

Healthcare
-5
- 17.24%
$262.23 - $334.39 $1.31K - $1.67K
24 $6K
RIO
Rio Tinto PLC

Basic Materials
-53
- 26.37%
$57.66 - $66.01 $3.06K - $3.5K
148 $9K
UAL
United Airlines Holdings, Inc.

Industrials
-163
- 19.64%
$80.05 - $109.36 $13K - $17.8K
667 $64K
CC
Chemours CO

Basic Materials
-366
- 40.58%
$11.5 - $17.53 $4.21K - $6.42K
536 $8K
AIG
American International Group, Inc.

Financial Services
-12
- 16.67%
$76.34 - $85.87 $916 - $1.03K
60 $4K
HLN
Haleon PLC

Healthcare
-101
- 14.25%
$8.72 - $10.35 $881 - $1.05K
608 $5K
GOGO
Gogo Inc.

Communication Services
-130
- 49.24%
$8.5 - $16.54 $1.11K - $2.15K
134 $1K
COIN
Coinbase Global, Inc.

Technology
-8
- 47.06%
$297.99 - $419.78 $2.38K - $3.36K
9 $3K
CROX
Crocs, Inc.

Consumer Cyclical
-5
- 9.09%
$74.39 - $108.79 $372 - $544
50 $4K
EW
Edwards Lifesciences Corp

Healthcare
-7
- 24.14%
$73.75 - $81.83 $516 - $573
22 $1K
TECH
Bio Techne Corp

Healthcare
-14
- 58.33%
$49.87 - $58.78 $698 - $823
10 $0
BAH
Booz Allen Hamilton Holding Corp

Industrials
-4
- 1.91%
$97.53 - $115.95 $390 - $464
205 $20K
VGLT
Vanguard Long Term Treasury Et

ETFs
-25
- 7.12%
$54.21 - $57.41 $1.36K - $1.44K
326 $18K
PNW
Pinnacle West Capital Corp

Utilities
-6
- 37.5%
$85.87 - $94.45 $515 - $567
10 $0
WU
Western Union CO

Financial Services
-37
- 2.41%
$7.88 - $8.84 $292 - $327
1.5K $11K
SQ
Block, Inc.

Technology
-5
- 26.32%
N/A
14 $0
NNN
National Retail Properties, Inc.

Real Estate
-24
- 5.1%
$40.68 - $44.1 $976 - $1.06K
447 $19K
WM
Waste Management Inc

Industrials
-2
- 2.0%
$213.88 - $237.1 $428 - $474
98 $21K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-137
- 4.0%
$45.22 - $48.34 $6.2K - $6.62K
3.29K $156K
WDS
Woodside Energy Group LTD

Energy
-50
- 23.26%
$15.05 - $17.66 $753 - $883
165 $2K
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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