1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Bogart Wealth, LLC Buys Verizon Communications Inc, The Home Depot Inc, Altria Group Inc, Sells Schwab Emerging Markets Equity, Vanguard S&P 500, JPMorgan Ultra-Short Income

Investment company Bogart Wealth, LLC buys Verizon Communications Inc, The Home Depot Inc, Altria Group Inc, Valero Energy Corp, Palo Alto Networks Inc, sells Schwab Emerging Markets Equity, Vanguard S&P 500, JPMorgan Ultra-Short Income, SPDR Gold Trust, Royal Dutch Shell PLC during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Bogart Wealth, LLC. As of 2019Q2, Bogart Wealth, LLC owns 339 stocks with a total value of $152 million. These are the details of the buys and sells.

For the details of Bogart Wealth, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bogart+wealth%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Bogart Wealth, LLC
  1. Exxon Mobil Corp (XOM) - 353,291 shares, 17.76% of the total portfolio. Shares added by 0.24%
  2. Vanguard S&P 500 (VOO) - 61,256 shares, 10.81% of the total portfolio. Shares reduced by 52.55%
  3. Verizon Communications Inc (VZ) - 67,326 shares, 2.52% of the total portfolio. Shares added by 49.62%
  4. Lockheed Martin Corp (LMT) - 8,968 shares, 2.14% of the total portfolio. Shares added by 17.27%
  5. Cisco Systems Inc (CSCO) - 52,990 shares, 1.90% of the total portfolio. Shares added by 7.46%
New Purchase: Palo Alto Networks Inc (PANW)

Bogart Wealth, LLC initiated holding in Palo Alto Networks Inc. The purchase prices were between $195.54 and $250.77, with an estimated average price of $224.48. The stock is now traded at around $218.39. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,141 shares as of .

New Purchase: Global X MLP (MLPA)

Bogart Wealth, LLC initiated holding in Global X MLP. The purchase prices were between $8.47 and $8.99, with an estimated average price of $8.78. The stock is now traded at around $9.10. The impact to a portfolio due to this purchase was 0.13%. The holding were 23,068 shares as of .

New Purchase: TC Energy Corp (TRS)

Bogart Wealth, LLC initiated holding in TC Energy Corp. The purchase prices were between $39.94 and $44.04, with an estimated average price of $42.42. The stock is now traded at around $44.43. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,140 shares as of .

New Purchase: iShares Core 1-5 Year USD Bond ETF (ISTB)

Bogart Wealth, LLC initiated holding in iShares Core 1-5 Year USD Bond ETF. The purchase prices were between $49.29 and $50.32, with an estimated average price of $49.68. The stock is now traded at around $50.25. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,106 shares as of .

New Purchase: Jernigan Capital Inc (JCAP)

Bogart Wealth, LLC initiated holding in Jernigan Capital Inc. The purchase prices were between $20.3 and $21.73, with an estimated average price of $21.05. The stock is now traded at around $20.71. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,500 shares as of .

New Purchase: Blackstone Group Inc (BBN1)

Bogart Wealth, LLC initiated holding in Blackstone Group Inc. The purchase prices were between $30.25 and $39.93, with an estimated average price of $35.31. The stock is now traded at around $41.32. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,000 shares as of .

Added: Verizon Communications Inc (VZ)

Bogart Wealth, LLC added to a holding in Verizon Communications Inc by 49.62%. The purchase prices were between $54.35 and $59.5, with an estimated average price of $57.65. The stock is now traded at around $56.96. The impact to a portfolio due to this purchase was 0.84%. The holding were 67,326 shares as of .

Added: The Home Depot Inc (HD)

Bogart Wealth, LLC added to a holding in The Home Depot Inc by 441.56%. The purchase prices were between $188.91 and $211.25, with an estimated average price of $199.47. The stock is now traded at around $213.39. The impact to a portfolio due to this purchase was 0.41%. The holding were 3,688 shares as of .

Added: Altria Group Inc (MO)

Bogart Wealth, LLC added to a holding in Altria Group Inc by 30.96%. The purchase prices were between $47.35 and $57.73, with an estimated average price of $52.4. The stock is now traded at around $49.15. The impact to a portfolio due to this purchase was 0.35%. The holding were 47,961 shares as of .

Added: Valero Energy Corp (VLO)

Bogart Wealth, LLC added to a holding in Valero Energy Corp by 588.94%. The purchase prices were between $70.4 and $91.15, with an estimated average price of $82.55. The stock is now traded at around $84.57. The impact to a portfolio due to this purchase was 0.27%. The holding were 5,546 shares as of .

Added: Illumina Inc (ILMN)

Bogart Wealth, LLC added to a holding in Illumina Inc by 3018.75%. The purchase prices were between $300.59 and $368.15, with an estimated average price of $324.32. The stock is now traded at around $367.32. The impact to a portfolio due to this purchase was 0.12%. The holding were 499 shares as of .

Added: Alerian MLP (AMLP)

Bogart Wealth, LLC added to a holding in Alerian MLP by 24.45%. The purchase prices were between $9.57 and $10.07, with an estimated average price of $9.81. The stock is now traded at around $10.14. The impact to a portfolio due to this purchase was 0.11%. The holding were 85,545 shares as of .

Sold Out: Royal Dutch Shell PLC (RDS.B)

Bogart Wealth, LLC sold out a holding in Royal Dutch Shell PLC. The sale prices were between $62.86 and $66.97, with an estimated average price of $65.02.

Sold Out: Vanguard Short-Term Bond (BSV)

Bogart Wealth, LLC sold out a holding in Vanguard Short-Term Bond. The sale prices were between $78.75 and $80.44, with an estimated average price of $79.44.

Sold Out: Blackstone Group Inc (BX)

Bogart Wealth, LLC sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.

Sold Out: TC Energy Corp (TRP)

Bogart Wealth, LLC sold out a holding in TC Energy Corp. The sale prices were between $45.67 and $50.16, with an estimated average price of $47.95.

Sold Out: Kansas City Southern (KSU)

Bogart Wealth, LLC sold out a holding in Kansas City Southern. The sale prices were between $112.05 and $125.25, with an estimated average price of $119.78.

Sold Out: iShares MSCI Japan Index Fund (EWJ)

Bogart Wealth, LLC sold out a holding in iShares MSCI Japan Index Fund. The sale prices were between $52.24 and $55.46, with an estimated average price of $54.



Here is the complete portfolio of Bogart Wealth, LLC. Also check out:

1. Bogart Wealth, LLC's Undervalued Stocks
2. Bogart Wealth, LLC's Top Growth Companies, and
3. Bogart Wealth, LLC's High Yield stocks
4. Stocks that Bogart Wealth, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK