BOGART WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MMC | 970 | $195.52K |
 | CMI | 961 | $405.90K |
 | DE | 945 | $432.11K |
 | ES | 935 | $66.52K |
 | VLO | 931 | $158.47K |
 | ALB | 925 | $74.98K |
 | O | 923 | $56.13K |
 | TSCO | 916 | $52.09K |
 | NMAX | 902 | $11.19K |
 | BRCC | 900 | $1.40K |
 | HRB | 886 | $44.80K |
 | APO | 878 | $117.01K |
 | HASI | 875 | $26.86K |
 | MU | 871 | $145.74K |
 | KVUE | 868 | $14.09K |
 | PPTA | 861 | $17.42K |
 | ING | 854 | $22.27K |
 | UNH | 849 | $293.29K |
 | FCX | 847 | $33.22K |
 | LVS | 815 | $43.84K |
Marsh & McLennan Companies, Inc.
MMC
Shares Held
970
Value
$195.52K
Cummins Inc.
CMI
Shares Held
961
Value
$405.90K
Deere & Company
DE
Shares Held
945
Value
$432.11K
Eversource Energy
ES
Shares Held
935
Value
$66.52K
Valero Energy Corporation
VLO
Shares Held
931
Value
$158.47K
Albemarle Corporation
ALB
Shares Held
925
Value
$74.98K
Realty Income Corporation
O
Shares Held
923
Value
$56.13K
Tractor Supply Company
TSCO
Shares Held
916
Value
$52.09K
Newsmax, Inc.
NMAX
Shares Held
902
Value
$11.19K
BRC Inc.
BRCC
Shares Held
900
Value
$1.40K
H&R Block, Inc.
HRB
Shares Held
886
Value
$44.80K
Apollo Global Management, Inc.
APO
Shares Held
878
Value
$117.01K
HA Sustainable Infrastructure Capital, Inc.
HASI
Shares Held
875
Value
$26.86K
Micron Technology, Inc.
MU
Shares Held
871
Value
$145.74K
Kenvue Inc.
KVUE
Shares Held
868
Value
$14.09K
Perpetua Resources Corp.
PPTA
Shares Held
861
Value
$17.42K
ING Groep N.V.
ING
Shares Held
854
Value
$22.27K
UnitedHealth Group Incorporated
UNH
Shares Held
849
Value
$293.29K
Freeport-McMoRan Inc.
FCX
Shares Held
847
Value
$33.22K
Las Vegas Sands Corp.
LVS
Shares Held
815
Value
$43.84K