Bogart Wealth, LLC Sells in Q3 2025

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFX
Equifax Inc

Industrials
-2
- 16.67%
$234.03 - $265.73 $468 - $531
10 $2K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-24
- 13.87%
$19.08 - $23.53 $458 - $565
149 $2K
T Rex 2 X Long Mstr Daily Target ETF
-1K
- 5.88%
N/A
16K $0
Coreweave Inc Com Cl A
-645
- 75.88%
N/A
205 $0
MGM
Mgm Resorts International

Consumer Cyclical
-10
- 25.0%
$34.18 - $39.77 $342 - $398
30 $1K
CNQ
Canadian Natural Resources LTD

Energy
-1
- 11.11%
$29.31 - $32.93 $29.3 - $32.9
8 $0
Coherent Corp Com
-130
- 84.42%
N/A
24 $0
CLX
Clorox CO

Consumer Defensive
-7
- 1.89%
$117.67 - $131.43 $824 - $920
363 $44K
Blackrock Inc Com
-8.93K
- 55.86%
N/A
7.06K $0
IP
International Paper CO

Consumer Cyclical
-8
- 72.73%
$45.32 - $55.68 $363 - $445
3 $0
PATH
Ui Path, Inc.

Technology
-48
- 13.71%
$10.44 - $13.38 $501 - $642
302 $4K
Super Micro Computer Inc Com New
-1.38K
- 23.08%
N/A
4.6K $0
CNP
Centerpoint Energy Inc

Utilities
-38
- 7.95%
$35.77 - $39.16 $1.36K - $1.49K
440 $17K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-393
- 9.04%
$49.43 - $54.52 $19.4K - $21.4K
3.95K $214K
GFS
Globalfoundries Inc.

Technology
-1
- 2.22%
$31.62 - $41.66 $31.6 - $41.7
44 $1K
PAVE
Global X Fds Us Infrastructure

ETFs
-48
- 10.0%
$44.02 - $47.63 $2.11K - $2.29K
432 $20K
Richtech Robotics Inc Cl B
-37K
- 61.67%
N/A
23K $0
Annaly Capital Management Inc Com New
-1.98K
- 79.68%
N/A
504 $0
BAX
Baxter International Inc

Healthcare
-3
- 15.0%
$21.71 - $31.23 $65.1 - $93.7
17 $0
Astera Labs Inc Com
-104
- 87.39%
N/A
15 $0
Arm Holdings PLC Sponsored Ads
-20
- 28.57%
N/A
50 $0
Aurora Cannabis Inc Com
-34
- 59.65%
N/A
23 $0
Serve Robotics Inc Com
-10.4K
- 87.06%
N/A
1.55K $0
NIO
Nio Inc.

Consumer Cyclical
-78
- 20.0%
$3.41 - $7.62 $266 - $594
312 $2K
TSCO
Tractor Supply CO

Consumer Cyclical
-32
- 3.38%
$54.08 - $62.65 $1.73K - $2K
916 $52K
SWK
Stanley Black & Decker, Inc.

Industrials
-15
- 2.98%
$66.98 - $79.52 $1K - $1.19K
489 $36K
UNP
Union Pacific Corp

Industrials
-5
- 0.85%
$214.91 - $237.16 $1.07K - $1.19K
582 $137K
AMAT
Applied Materials Inc

Technology
-7.15K
- 10.56%
$156.25 - $204.95 $1.12M - $1.47M
60.6K $12.4M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-50
- 1.58%
$79.89 - $83.25 $3.99K - $4.16K
3.11K $257K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.33K
- 0.93%
$22.9 - $23.58 $53.3K - $54.9K
249K $5.85M
PKG
Packaging Corp Of America

Consumer Cyclical
-3
- 1.48%
$191.41 - $220.25 $574 - $661
200 $43K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-2
- 0.97%
$362.31 - $405.74 $725 - $811
205 $82K
SHEL
Shell PLC

Energy
-56
- 0.47%
$69.82 - $73.93 $3.91K - $4.14K
11.9K $850K
QCOM
Qualcomm Inc

Technology
-22
- 1.12%
$145.84 - $173.55 $3.21K - $3.82K
1.95K $324K
SIL
Global X Silver Miners ETF

ETFs
-28
- 4.4%
$47.34 - $71.63 $1.33K - $2.01K
608 $43K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-89
- 1.92%
$46.69 - $59.27 $4.16K - $5.28K
4.54K $240K
DELL
Dell Technologies Inc.

Technology
-42
- 2.87%
$120.96 - $141.77 $5.08K - $5.95K
1.42K $201K
VZ
Verizon Communications Inc

Communication Services
-3.82K
- 1.36%
$40.84 - $45.06 $156K - $172K
278K $12.2M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-242
- 2.94%
$39.06 - $43.42 $9.45K - $10.5K
8K $347K
PEP
Pepsico Inc

Consumer Defensive
-13
- 0.35%
$133.81 - $152.16 $1.74K - $1.98K
3.72K $521K
ENB
Enbridge Inc

Energy
-301
- 3.41%
$43.79 - $50.46 $13.2K - $15.2K
8.53K $430K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
-88
- 0.05%
$21.2 - $21.84 $1.87K - $1.92K
173K $3.76M
HSY
Hershey CO

Consumer Defensive
-5
- 0.27%
$161.95 - $193.45 $810 - $967
1.82K $339K
OXY
Occidental Petroleum Corp

Energy
-3
- 0.04%
$42.54 - $48.1 $128 - $144
7.92K $374K
GLW
Corning Inc

Technology
-137
- 7.46%
$51.6 - $82.03 $7.07K - $11.2K
1.7K $139K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-703
- 4.69%
$134.94 - $145.86 $94.9K - $103K
14.3K $2.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-91
- 1.07%
$132.9 - $142.03 $12.1K - $12.9K
8.42K $1.19M
VONG
Vanguard Russell 1000 Growth E

ETFs
-150
- 2.26%
$108.08 - $121.73 $16.2K - $18.3K
6.49K $781K
CAT
Caterpillar Inc

Industrials
-241
- 12.3%
$390.92 - $477.15 $94.2K - $115K
1.72K $819K
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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