BOGART WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CME | 58K | $15.55M |
 | AMT | 57K | $11.04M |
 | V | 57K | $19.56M |
 | DTE | 54K | $7.67M |
 | JNJ | 53K | $9.82M |
 | IBM | 49K | $13.78M |
 | SPG | 46K | $8.70M |
 | EPD | 42K | $1.32M |
 | ET | 37K | $626.39K |
 | SPGI | 36K | $17.66M |
 | JPM | 35K | $11.07M |
 | PODD | 34K | $10.54M |
 | MO | 33K | $2.18M |
 | TLRY | 31K | $53.82K |
 | GD | 31K | $10.53M |
 | RSG | 30K | $6.86M |
 | AVGO | 29K | $9.55M |
 | ADI | 29K | $7.09M |
 | LMT | 27K | $13.71M |
 | HD | 27K | $10.87M |
CME Group Inc.
CME
Shares Held
58K
Value
$15.55M
American Tower Corporation
AMT
Shares Held
57K
Value
$11.04M
Visa Inc.
V
Shares Held
57K
Value
$19.56M
DTE Energy Company
DTE
Shares Held
54K
Value
$7.67M
Johnson & Johnson
JNJ
Shares Held
53K
Value
$9.82M
International Business Machines Corporation
IBM
Shares Held
49K
Value
$13.78M
Simon Property Group, Inc.
SPG
Shares Held
46K
Value
$8.70M
Enterprise Products Partners L.P.
EPD
Shares Held
42K
Value
$1.32M
Energy Transfer LP
ET
Shares Held
37K
Value
$626.39K
S&P Global Inc.
SPGI
Shares Held
36K
Value
$17.66M
JPMorgan Chase & Co.
JPM
Shares Held
35K
Value
$11.07M
Insulet Corporation
PODD
Shares Held
34K
Value
$10.54M
Altria Group, Inc.
MO
Shares Held
33K
Value
$2.18M
Tilray Brands, Inc.
TLRY
Shares Held
31K
Value
$53.82K
General Dynamics Corporation
GD
Shares Held
31K
Value
$10.53M
Republic Services, Inc.
RSG
Shares Held
30K
Value
$6.86M
Broadcom Inc.
AVGO
Shares Held
29K
Value
$9.55M
Analog Devices, Inc.
ADI
Shares Held
29K
Value
$7.09M
Lockheed Martin Corporation
LMT
Shares Held
27K
Value
$13.71M
The Home Depot, Inc.
HD
Shares Held
27K
Value
$10.87M