Stock Taper

BOGART WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Wells Fargo & CompanyWFC3.28K$270.94K
Bank of America CorporationBAC3.23K$183.93K
Super Micro Computer, Inc.SMCI3.21K$94.03K
American Electric Power Company, Inc.AEP3.17K$433.27K
Prudential Financial, Inc.PRU3.11K$335.72K
Mobileye Global Inc.MBLY3.1K$30.01K
Advanced Micro Devices, Inc.AMD3.05K$1.77M
Antero Midstream CorporationAM3.04K$69.21K
Lithium Americas Corp.LAC3K$11.56K
Blue Owl Capital CorporationOBDC3K$32.61K
Pagaya Technologies Ltd.PGY3K$54.75K
Nextdecade CorpNEXT3K$22.62K
Asana, Inc.ASAN3K$21K
Golub Capital BDC, Inc.GBDC3K$38.64K
D-Wave Quantum Inc.QBTS2.98K$71.47K
Kenvue Inc.KVUE2.96K$56.56K
Blackstone Mortgage Trust, Inc.BXMT2.8K$47.49K
The Southern CompanySO2.78K$266.11K
C3.ai, Inc.AI2.77K$25.23K
Warner Bros. Discovery, Inc.WBD2.77K$73.93K