BOGART WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BMO | 2K | $286.81K |
 | MCHP | 2K | $140.72K |
 | YUMC | 2K | $88.46K |
 | CTRA | 2K | $47.82K |
 | NKSH | 2K | $58.94K |
 | ARRY | 2K | $16.30K |
 | HLLY | 2K | $6.28K |
 | HPQ | 2K | $53.80K |
 | AEP | 2K | $222.12K |
 | DIS | 2K | $224.92K |
 | QCOM | 2K | $324.04K |
 | SO | 2K | $183.78K |
 | RITM | 2K | $21.79K |
 | VTR | 2K | $132.98K |
 | LOW | 2K | $470.67K |
 | CTVA | 2K | $126.41K |
 | AES | 2K | $24.60K |
 | TIGR | 2K | $19.93K |
 | NEE | 2K | $139.57K |
 | BRK-B | 2K | $926.55K |
Bank of Montreal
BMO
Shares Held
2K
Value
$286.81K
Microchip Technology Incorporated
MCHP
Shares Held
2K
Value
$140.72K
Yum China Holdings, Inc.
YUMC
Shares Held
2K
Value
$88.46K
Coterra Energy Inc.
CTRA
Shares Held
2K
Value
$47.82K
National Bankshares, Inc.
NKSH
Shares Held
2K
Value
$58.94K
Array Technologies, Inc.
ARRY
Shares Held
2K
Value
$16.30K
Holley Inc.
HLLY
Shares Held
2K
Value
$6.28K
HP Inc.
HPQ
Shares Held
2K
Value
$53.80K
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$222.12K
The Walt Disney Company
DIS
Shares Held
2K
Value
$224.92K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$324.04K
The Southern Company
SO
Shares Held
2K
Value
$183.78K
Rithm Capital Corp.
RITM
Shares Held
2K
Value
$21.79K
Ventas, Inc.
VTR
Shares Held
2K
Value
$132.98K
Lowe's Companies, Inc.
LOW
Shares Held
2K
Value
$470.67K
Corteva, Inc.
CTVA
Shares Held
2K
Value
$126.41K
The AES Corporation
AES
Shares Held
2K
Value
$24.60K
UP Fintech Holding Limited
TIGR
Shares Held
2K
Value
$19.93K
NextEra Energy, Inc.
NEE
Shares Held
2K
Value
$139.57K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$926.55K