Stock Taper

BOGART WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
DTE Energy CompanyDTE89.51K$13.64M
Microsoft CorporationMSFT89.43K$33.36M
Amazon.com, Inc.AMZN87.63K$20.89M
Philip Morris International Inc.PM85.69K$15.5M
Emerson Electric Co.EMR77.08K$11.03M
International Business Machines CorporationIBM75.69K$21.29M
Digital Realty Trust, Inc.DLR75.35K$13.53M
CME Group Inc.CME74.42K$16.43M
Richtech Robotics Inc. Class B Common StockRR72.49K$152.95K
Broadcom Inc.AVGO71.72K$27.09M
Walmart Inc.WMT71.53K$8.1M
Gilead Sciences, Inc.GILD70.15K$8.86M
The Procter & Gamble CompanyPG68.77K$10.08M
The PNC Financial Services Group, Inc.PNC66.62K$16.4M
Shopify Inc.SHOP65.14K$7.44M
Chevron CorporationCVX65.04K$10.78M
Xcel Energy Inc.XEL64.99K$5.22M
PulteGroup, Inc.PHM61.46K$8.43M
Palo Alto Networks, Inc.PANW54.4K$18.55M
Visa Inc.V52.69K$18.08M