Ogorek Anthony Joseph Portfolio Holdings
Ogorek Anthony Joseph
- $314 Million
- Q4 2024
Ogorek Anthony Joseph has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $314 Million distributed in 308 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Exch Trd Fd Viii Ft C with a value of $32.3M, Vanguard Total Stock Market Et with a value of $24.5M, First Tr Ex Tr Fd Viii Cboe Ve with a value of $24.1M, Ishares Barclays with a value of $21.6M, and Schwab Strategic Tr Us Broad M with a value of $21.5M.
Examining the 13F form we can see an increase of $23M in the current position value, from $291M to 314M.
Below you can find more details about Ogorek Anthony Joseph portfolio as well as his latest detailed transactions.
Portfolio value
$314 Million
ETFs: $170 Million
Healthcare: $18.1 Million
Technology: $17.3 Million
Industrials: $7.03 Million
Communication Services: $3.6 Million
Consumer Cyclical: $2.8 Million
Financial Services: $2.14 Million
Consumer Defensive: $1.13 Million
Other: $466,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 308
- Current Value $314 Million
- Prior Value $291 Million
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 51 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 51 stocks