Ogorek Anthony Joseph Reduced Holdings in Q4 2024

Ogorek Anthony Joseph

  • $314 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-50.5K
- 48.58%
$56.61 - $61.63 $2.86M - $3.11M
53.4K $3.03M
MLN
Vaneck Long Muni ETF

ETFs
-141K
- 41.77%
$17.61 - $18.29 $2.49M - $2.59M
197K $3.53M
IEF
Ishares Barclays

ETFs
-12.5K
- 5.06%
$92.08 - $98.18 $1.15M - $1.22M
234K $21.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-8.73K
- 7.05%
N/A
115K $10.7M
VUG
Vanguard Growth ETF

ETFs
-4.45K
- 18.65%
$378.79 - $428.11 $1.69M - $1.9M
19.4K $7.97M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-28.7K
- 4.63%
$39.69 - $41.26 $1.14M - $1.19M
592K $24.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.93K
- 22.24%
$49.79 - $51.14 $395K - $405K
27.7K $1.39M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-3.58K
- 94.06%
$45.85 - $49.28 $164K - $176K
226 $10K
CATH
Global X Fds Global X S&P 500

ETFs
-1.86K
- 12.73%
$68.5 - $73.81 $128K - $138K
12.8K $904K
DELL
Dell Technologies Inc.

Technology
-276
- 1.32%
$111.96 - $144.21 $30.9K - $39.8K
20.7K $2.38M
MU
Micron Technology Inc

Technology
-674
- 49.85%
$84.16 - $113.41 $56.7K - $76.4K
678 $57K
MGV
Vanguard Mega Cap Value

ETFs
-280
- 2.01%
$124.06 - $133.48 $34.7K - $37.4K
13.7K $1.71M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-25
- 25.0%
$701.85 - $1046.91 $17.5K - $26.2K
75 $53K
MTB
M&T Bank Corp

Financial Services
-169
- 46.81%
$172.48 - $221.95 $29.1K - $37.5K
192 $36K
ALL
Allstate Corp

Financial Services
-134
- 87.01%
$181.25 - $208.2 $24.3K - $27.9K
20 $3K
Lin
-29
- 16.57%
N/A
146 $61K
CVS
Cvs Health Corp

Healthcare
-273
- 79.13%
$43.78 - $67.46 $12K - $18.4K
72 $3K
MKC
Mccormick & CO Inc

Consumer Defensive
-167
- 25.19%
$73.97 - $84.09 $12.4K - $14K
496 $37K
AMT
American Tower Corp

Real Estate
-13
- 4.68%
$179.4 - $232.01 $2.33K - $3.02K
265 $48K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-38
- 49.35%
$370.24 - $418.94 $14.1K - $15.9K
39 $15K
MRK
Merck & Co., Inc.

Healthcare
-65
- 24.9%
$96.31 - $114.76 $6.26K - $7.46K
196 $19K
PEP
Pepsico Inc

Consumer Defensive
-14
- 2.91%
$151.29 - $176.1 $2.12K - $2.47K
467 $71K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-343
- 5.93%
N/A
5.44K $270K
PFE
Pfizer Inc

Healthcare
-323
- 70.83%
$24.8 - $30.19 $8.01K - $9.75K
133 $3K
TGT
Target Corp

Consumer Defensive
-17
- 5.69%
$121.59 - $160.69 $2.07K - $2.73K
282 $38K
F
Ford Motor CO

Consumer Cyclical
-677
- 54.12%
$9.69 - $11.4 $6.56K - $7.72K
574 $5K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-50
- 6.61%
$58.88 - $64.8 $2.94K - $3.24K
706 $41K
BLK
Black Rock Inc.

Financial Services
-7
- 87.5%
$934.02 - $1065.26 $6.54K - $7.46K
1 $1K
LMT
Lockheed Martin Corp

Industrials
-5
- 13.16%
$479.66 - $614.62 $2.4K - $3.07K
33 $16K
ITW
Illinois Tool Works Inc

Industrials
-17
- 8.54%
$253.56 - $278.5 $4.31K - $4.73K
182 $46K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-524
- 3.08%
$41.53 - $42.95 $21.8K - $22.5K
16.5K $704K
AEP
American Electric Power CO Inc

Utilities
-40
- 16.19%
$90.91 - $102.21 $3.64K - $4.09K
207 $19K
DFS
Discover Financial Services

Financial Services
-53
- 36.81%
$136.3 - $182.67 $7.22K - $9.68K
91 $15K
MMM
3 M CO

Industrials
-20
- 9.39%
$124.74 - $137.12 $2.49K - $2.74K
193 $24K
RH
Rh

Consumer Cyclical
-29
- 26.61%
$311.9 - $446.04 $9.05K - $12.9K
80 $31K
GILD
Gilead Sciences, Inc.

Healthcare
-77
- 19.54%
$83.95 - $97.9 $6.46K - $7.54K
317 $29K
STZ
Constellation Brands, Inc.

Consumer Defensive
-9
- 27.27%
$219.66 - $257.62 $1.98K - $2.32K
24 $5K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-110
- 2.7%
$47.71 - $49.76 $5.25K - $5.47K
3.96K $193K
IBM
International Business Machines Corp

Technology
-8
- 2.05%
$204.9 - $238.04 $1.64K - $1.9K
382 $84K
MS
Morgan Stanley

Financial Services
-90
- 14.13%
$104.42 - $134.99 $9.4K - $12.1K
547 $68K
DIS
Walt Disney CO

Communication Services
-35
- 5.35%
$92.39 - $117.6 $3.23K - $4.12K
619 $68K
IGV
Ishares Expanded Tech Software

ETFs
-271
- 8.75%
$87.5 - $110.17 $23.7K - $29.9K
2.83K $282K
GLW
Corning Inc

Technology
-113
- 1.87%
$44.11 - $49.76 $4.98K - $5.62K
5.92K $281K
DMAR
First Tr Ex Tr Viii Cboe Vest
-14
- 0.07%
$37.14 - $38.49 $520 - $539
19.1K $730K
ADP
Automatic Data Processing Inc

Industrials
-22
- 0.57%
$280.08 - $307.97 $6.16K - $6.78K
3.87K $1.13M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-75
- 0.05%
$47.07 - $48.75 $3.53K - $3.66K
158K $7.56M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-4.14K
- 0.54%
$41.08 - $42.6 $170K - $176K
769K $32.3M
AAPL
Apple Inc.

Technology
-320
- 1.43%
$221.69 - $259.02 $70.9K - $82.9K
22.1K $5.54M
VTI
Vanguard Total Stock Market Et

ETFs
-458
- 0.54%
$280.04 - $302.45 $128K - $139K
84.4K $24.5M
Activity Summary
Buys All Purchases 151 New Holdings 51 Increased Positions 100 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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