BOGART WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 1.38M | $155.50M |
 | PFE | 473K | $12.04M |
 | KMI | 417K | $11.81M |
 | T | 294K | $8.29M |
 | VZ | 278K | $12.20M |
 | TFC | 257K | $11.75M |
 | CSCO | 229K | $15.66M |
 | VICI | 224K | $7.32M |
 | BHF | 212K | $217.57K |
 | ORI | 206K | $8.75M |
 | NVDA | 156K | $29.10M |
 | AAPL | 147K | $37.39M |
 | PCAR | 145K | $14.25M |
 | D | 135K | $8.23M |
 | MDT | 127K | $12.11M |
 | WMB | 127K | $8.01M |
 | MDLZ | 124K | $7.73M |
 | GOOGL | 119K | $28.94M |
 | PRU | 104K | $10.75M |
 | DUK | 100K | $12.33M |
Exxon Mobil Corporation
XOM
Shares Held
1.38M
Value
$155.50M
Pfizer Inc.
PFE
Shares Held
473K
Value
$12.04M
Kinder Morgan, Inc.
KMI
Shares Held
417K
Value
$11.81M
AT&T Inc.
T
Shares Held
294K
Value
$8.29M
Verizon Communications Inc.
VZ
Shares Held
278K
Value
$12.20M
Truist Financial Corporation
TFC
Shares Held
257K
Value
$11.75M
Cisco Systems, Inc.
CSCO
Shares Held
229K
Value
$15.66M
VICI Properties Inc.
VICI
Shares Held
224K
Value
$7.32M
Brighthouse Financial, Inc.
BHF
Shares Held
212K
Value
$217.57K
Old Republic International Corporation
ORI
Shares Held
206K
Value
$8.75M
NVIDIA Corporation
NVDA
Shares Held
156K
Value
$29.10M
Apple Inc.
AAPL
Shares Held
147K
Value
$37.39M
PACCAR Inc
PCAR
Shares Held
145K
Value
$14.25M
Dominion Energy, Inc.
D
Shares Held
135K
Value
$8.23M
Medtronic plc
MDT
Shares Held
127K
Value
$12.11M
The Williams Companies, Inc.
WMB
Shares Held
127K
Value
$8.01M
Mondelez International, Inc.
MDLZ
Shares Held
124K
Value
$7.73M
Alphabet Inc.
GOOGL
Shares Held
119K
Value
$28.94M
Prudential Financial, Inc.
PRU
Shares Held
104K
Value
$10.75M
Duke Energy Corporation
DUK
Shares Held
100K
Value
$12.33M