BOGART WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GIS | 4K | $213.21K |
 | OKE | 4K | $297.61K |
 | RXRX | 4K | $19.70K |
 | PEG | 4K | $333.09K |
 | IRM | 4K | $398.79K |
 | AAL | 4K | $43.33K |
 | ABBV | 4K | $881.21K |
 | PEP | 4K | $521.86K |
 | AGNC | 4K | $36.24K |
 | BMY | 4K | $163.31K |
 | OPEN | 4K | $28.77K |
 | CDE | 3K | $62.28K |
 | LYFT | 3K | $69.57K |
 | SNAP | 3K | $23.68K |
 | BX | 3K | $516.82K |
 | ERJ | 3K | $181.35K |
 | TSLA | 3K | $1.31M |
 | ARCC | 3K | $60.20K |
 | INTC | 3K | $97.06K |
 | JOBY | 3K | $46.61K |
General Mills, Inc.
GIS
Shares Held
4K
Value
$213.21K
ONEOK, Inc.
OKE
Shares Held
4K
Value
$297.61K
Recursion Pharmaceuticals, Inc.
RXRX
Shares Held
4K
Value
$19.70K
Public Service Enterprise Group Incorporated
PEG
Shares Held
4K
Value
$333.09K
Iron Mountain Incorporated
IRM
Shares Held
4K
Value
$398.79K
American Airlines Group Inc.
AAL
Shares Held
4K
Value
$43.33K
AbbVie Inc.
ABBV
Shares Held
4K
Value
$881.21K
PepsiCo, Inc.
PEP
Shares Held
4K
Value
$521.86K
AGNC Investment Corp.
AGNC
Shares Held
4K
Value
$36.24K
Bristol-Myers Squibb Company
BMY
Shares Held
4K
Value
$163.31K
Opendoor Technologies Inc.
OPEN
Shares Held
4K
Value
$28.77K
Coeur Mining, Inc.
CDE
Shares Held
3K
Value
$62.28K
Lyft, Inc.
LYFT
Shares Held
3K
Value
$69.57K
Snap Inc.
SNAP
Shares Held
3K
Value
$23.68K
Blackstone Inc.
BX
Shares Held
3K
Value
$516.82K
Embraer S.A.
ERJ
Shares Held
3K
Value
$181.35K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.31M
Ares Capital Corporation
ARCC
Shares Held
3K
Value
$60.20K
Intel Corporation
INTC
Shares Held
3K
Value
$97.06K
Joby Aviation, Inc.
JOBY
Shares Held
3K
Value
$46.61K