Bogart Wealth, LLC Sells in Q3 2025

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-25
- 0.13%
$62.88 - $68.43 $1.57K - $1.71K
18.7K $1.28M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-9.69K
- 7.3%
$30.13 - $33.37 $292K - $323K
123K $4.11M
GOOG
Alphabet Inc.

Communication Services
-765
- 14.69%
$175.16 - $255.24 $134K - $195K
4.44K $1.08M
ABBV
Abb Vie Inc.

Healthcare
-37
- 0.96%
$184.85 - $231.54 $6.84K - $8.57K
3.81K $881K
PCAR
Paccar Inc

Industrials
-1.26K
- 0.86%
$92.91 - $102.86 $117K - $130K
145K $14.3M
DUK
Duke Energy Corp

Utilities
-1.23K
- 1.22%
$116.31 - $125.93 $143K - $154K
99.7K $12.3M
D
Dominion Energy, Inc

Utilities
-1.86K
- 1.37%
$56.32 - $62.1 $105K - $116K
135K $8.23M
ORI
Old Republic International Corp

Financial Services
-5.24K
- 2.48%
$35.74 - $42.47 $187K - $222K
206K $8.75M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.4K
- 2.13%
$185.88 - $207.44 $259K - $289K
64.1K $12.9M
CVX
Chevron Corp

Energy
-2.39K
- 2.77%
$145.57 - $161.83 $348K - $387K
84K $13.1M
SPG
Simon Property Group Inc

Real Estate
-1.11K
- 2.33%
$159.93 - $187.67 $177K - $208K
46.3K $8.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-28
- 0.11%
$546.99 - $602.2 $15.3K - $16.9K
24.5K $14.7M
JNJ
Johnson & Johnson

Healthcare
-644
- 1.2%
$155.17 - $185.42 $99.9K - $119K
53K $9.82M
SHOP
Shopify Inc.

Technology
-791
- 1.15%
$112.11 - $157.12 $88.7K - $124K
68.2K $10.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.29K
- 0.59%
$68.24 - $73.73 $293K - $316K
724K $53.2M
GOOGL
Alphabet Inc.

Communication Services
-20.5K
- 14.67%
$174.36 - $254.72 $3.57M - $5.21M
119K $28.9M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2.73K
- 1.02%
$225.11 - $247.9 $614K - $676K
266K $65.7M
XOM
Exxon Mobil Corp

Energy
-19.2K
- 1.37%
$105.83 - $117.22 $2.03M - $2.25M
1.38M $156M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-7.65K
- 0.43%
$33.13 - $36.31 $253K - $278K
1.77M $64.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-4.8K
- 0.44%
$51.78 - $57.89 $248K - $278K
1.08M $62.1M
CGDV
Capital Group Divid Value ETF

ETFs
-9K
- 0.38%
$39.59 - $42.21 $356K - $380K
2.38M $100M
ACWI
Ishares Msci Acwi ETF

ETFs
-7.01K
- 0.76%
$128.32 - $138.41 $900K - $970K
918K $127M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.06K
- 0.43%
$567.77 - $614.76 $604K - $653K
247K $151M
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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