Stock Taper

BOGART WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Walt Disney CompanyDIS2.13K$205.1K
Healthpeak Properties, Inc.DOC2.12K$45.39K
Lowe's Companies, Inc.LOW2.08K$458.56K
Caterpillar Inc.CAT2.05K$2.18M
Ventas, Inc.VTR2.01K$178.65K
Dell Technologies Inc.DELL2.01K$866.37K
Berkshire Hathaway Inc.BRK-B2K$1M
Flagstar Financial, Inc.FLG2K$29.88K
Array Technologies, Inc.ARRY2K$14.82K
Abbott LaboratoriesABT1.95K$177.02K
Dow Inc.DOW1.95K$53.33K
MP Materials Corp.MP1.93K$108.32K
Robinhood Markets, Inc.HOOD1.93K$193.44K
The Hershey CompanyHSY1.91K$335.07K
Yum China Holdings, Inc.YUMC1.88K$76.92K
Cameco CorporationCCJ1.88K$191.27K
UP Fintech Holding Ltd. Sponsored ADR Class ATIGR1.87K$8.22K
NextEra Energy, Inc.NEE1.86K$163.33K
McDonald's CorporationMCD1.84K$497.13K
Citigroup Inc.C1.83K$256.18K