BOGART WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HSY | 2K | $339.61K |
 | CAVA | 2K | $109.64K |
 | KKR | 2K | $235.21K |
 | CAT | 2K | $819.69K |
 | GLW | 2K | $139.37K |
 | RDW | 2K | $15.19K |
 | CCJ | 2K | $141.14K |
 | ADBE | 2K | $593.33K |
 | TSM | 2K | $462.23K |
 | BA | 2K | $351.01K |
 | BSM | 2K | $21.33K |
 | MCD | 2K | $492.26K |
 | LRCX | 2K | $213.57K |
 | WFC | 2K | $133.48K |
 | RRC | 2K | $59.51K |
 | CG | 2K | $98.79K |
 | WELL | 2K | $279.14K |
 | SERV | 2K | $18.03K |
 | GRAB | 2K | $9.03K |
 | WU | 2K | $11.98K |
The Hershey Company
HSY
Shares Held
2K
Value
$339.61K
CAVA Group, Inc.
CAVA
Shares Held
2K
Value
$109.64K
KKR & Co. Inc.
KKR
Shares Held
2K
Value
$235.21K
Caterpillar Inc.
CAT
Shares Held
2K
Value
$819.69K
Corning Incorporated
GLW
Shares Held
2K
Value
$139.37K
Redwire Corporation
RDW
Shares Held
2K
Value
$15.19K
Cameco Corporation
CCJ
Shares Held
2K
Value
$141.14K
Adobe Inc.
ADBE
Shares Held
2K
Value
$593.33K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$462.23K
The Boeing Company
BA
Shares Held
2K
Value
$351.01K
Black Stone Minerals, L.P.
BSM
Shares Held
2K
Value
$21.33K
McDonald's Corporation
MCD
Shares Held
2K
Value
$492.26K
Lam Research Corporation
LRCX
Shares Held
2K
Value
$213.57K
Wells Fargo & Company
WFC
Shares Held
2K
Value
$133.48K
Range Resources Corporation
RRC
Shares Held
2K
Value
$59.51K
The Carlyle Group Inc.
CG
Shares Held
2K
Value
$98.79K
Welltower Inc.
WELL
Shares Held
2K
Value
$279.14K
Serve Robotics Inc.
SERV
Shares Held
2K
Value
$18.03K
Grab Holdings Limited
GRAB
Shares Held
2K
Value
$9.03K
The Western Union Company
WU
Shares Held
2K
Value
$11.98K