BOGART WEALTH, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 1.39M | $166.71M |
 | PFE | 470K | $11.71M |
 | KMI | 421K | $11.58M |
 | HPE | 364K | $8.74M |
 | T | 301K | $7.48M |
 | VZ | 276K | $11.23M |
 | TFC | 254K | $12.49M |
 | VICI | 248K | $6.99M |
 | CSCO | 228K | $17.55M |
 | ORI | 200K | $9.14M |
 | NVDA | 159K | $29.65M |
 | PCAR | 145K | $15.93M |
 | NFLX | 139K | $13.02M |
 | D | 134K | $7.86M |
 | AAPL | 134K | $36.48M |
 | WMB | 127K | $7.64M |
 | MDT | 127K | $12.18M |
 | PRU | 106K | $12.01M |
 | DUK | 102K | $11.92M |
 | WMT | 98K | $10.93M |
Exxon Mobil Corporation
XOM
Shares Held
1.39M
Value
$166.71M
Pfizer Inc.
PFE
Shares Held
470K
Value
$11.71M
Kinder Morgan, Inc.
KMI
Shares Held
421K
Value
$11.58M
Hewlett Packard Enterprise Company
HPE
Shares Held
364K
Value
$8.74M
AT&T Inc.
T
Shares Held
301K
Value
$7.48M
Verizon Communications Inc.
VZ
Shares Held
276K
Value
$11.23M
Truist Financial Corporation
TFC
Shares Held
254K
Value
$12.49M
VICI Properties Inc.
VICI
Shares Held
248K
Value
$6.99M
Cisco Systems, Inc.
CSCO
Shares Held
228K
Value
$17.55M
Old Republic International Corporation
ORI
Shares Held
200K
Value
$9.14M
NVIDIA Corporation
NVDA
Shares Held
159K
Value
$29.65M
PACCAR Inc
PCAR
Shares Held
145K
Value
$15.93M
Netflix, Inc.
NFLX
Shares Held
139K
Value
$13.02M
Dominion Energy, Inc.
D
Shares Held
134K
Value
$7.86M
Apple Inc.
AAPL
Shares Held
134K
Value
$36.48M
The Williams Companies, Inc.
WMB
Shares Held
127K
Value
$7.64M
Medtronic plc
MDT
Shares Held
127K
Value
$12.18M
Prudential Financial, Inc.
PRU
Shares Held
106K
Value
$12.01M
Duke Energy Corporation
DUK
Shares Held
102K
Value
$11.92M
Walmart Inc.
WMT
Shares Held
98K
Value
$10.93M