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OGOREK ANTHONY JOSEPH /NY/ /ADV13F | |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | |
| Last update 2025-05-09 | 684 Stocks (395 new) |
| Value $304.00 Mil | Turnover 20 % |
OGOREK ANTHONY JOSEPH /NY/ /AD... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DJUL |
FT Vest U.S. Equity Deep Buffer ETF - July
FT Vest U.S. Equity Deep Buffer ETF - July
| 762,538 | 31,190.0 | -0.89% | 10.260 | -0.09% | 9.380 | +12.23% | +6.62% | 349.1 | ||
VTI | Vanguard Total Stock Market ETF | 84,603 | 23,250.0 | +0.19% | 7.650 | +0.01% | 0.010 | +17.05% | +6.98% | 450,247.8 | ||
BINC | iShares Flexible Income Active ETF | 422,569 | 22,130.0 | +892.04% | 7.280 | +6.55% | 0.250 | +2.34% | +3.84% | 9,787.2 | ||
VOO | Vanguard S&P 500 ETF | 38,607 | 19,840.0 | +0.32% | 6.530 | +0.02% | 0.000 | +16.76% | +7.46% | 616,819.8 | ||
SCHB | Schwab U.S. Broad Market ETF | 908,303 | 19,560.0 | -4.23% | 6.440 | -0.29% | 0.060 | +17.02% | +6.97% | 34,739.9 | ||
CVLC |
Calvert US Large-Cap Core Responsible Index ETF
Calvert US Large-Cap Core Responsible Index ETF
| 278,164 | 19,180.0 | +1.13% | 6.310 | +0.07% | 4.590 | +17.34% | +6.47% | 501.2 | ||
DOCT |
FT Vest U.S. Equity Deep Buffer ETF - October
FT Vest U.S. Equity Deep Buffer ETF - October
| 309,983 | 11,890.0 | +8,624.54% | 3.910 | +3.87% | 3.780 | +9.71% | +4.89% | 336.6 | ||
YSEP |
FT Vest International Equity Moderate Buffer ETF -September
FT Vest International Equity Moderate Buffer ETF -September
| 520,533 | 11,830.0 | New Holding | 3.890 | +3.89% | 11.700 | +8.07% | +12.26% | 102.3 | ||
PAVE |
Global X U.S. Infrastructure Development ETF
Global X U.S. Infrastructure Development ETF
| 283,732 | 10,710.0 | -2.65% | 3.520 | -0.10% | 0.150 | +24.52% | +11.15% | 8,849.6 | ||
LLY | Eli Lilly and Co | 11,344 | 9,370.0 | +0.47% | 3.080 | +0.01% | 0.000 | -0.86% | +1.50% | 700,835.3 | Drug Manufacturers |
OGOREK ANTHONY JOSEPH /NY/ /ADV's Historical Top Holdings Breakdowns
OGOREK ANTHONY JOSEPH /NY/ /ADV's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DMAY |
FT Vest U.S. Equity Deep Buffer ETF - May
FT Vest U.S. Equity Deep Buffer ETF - May
| 2025-03-31 | Reduce Reduce | -7.14% | 39.11 ($40.89) 41.9 | $43.04 | 5.26% | Reduce -92.75% | 42,936 | -548,967 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -6.91% | 91.17 ($93.56) 95.39 | $94.76 | 1.28% | Reduce -99.96% | 87 | -233,717 | |
BINC | iShares Flexible Income Active ETF | 2025-03-31 | Add Add | +6.55% | 51.89 ($52.37) 52.82 | $52.59 | 0.42% | Add 892.04% | 422,569 | 379,973 | |
YSEP |
FT Vest International Equity Moderate Buffer ETF -September
FT Vest International Equity Moderate Buffer ETF -September
| 2025-03-31 | New Buy New Buy | +3.89% | 21.67 ($22.53) 23.2 | $24.36 | 8.12% | New holding | 520,533 | 520,533 | |
DOCT |
FT Vest U.S. Equity Deep Buffer ETF - October
FT Vest U.S. Equity Deep Buffer ETF - October
| 2025-03-31 | Add Add | +3.87% | 38.06 ($39.43) 40.36 | $41.30 | 4.73% | Add 8624.54% | 309,983 | 306,430 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-03-31 | Reduce Reduce | -2.40% | 87.69 ($92.02) 96.49 | $96.86 | 5.26% | Reduce -70.47% | 33,976 | -81,085 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +1.99% | 442.66 ($486.15) 534.52 | $485.00 | -0.24% | Add 520.99% | 13,519 | 11,342 | |
EWJV | The iShares MSCI Japan Value ETF | 2025-03-31 | Reduce Reduce | -1.68% | 30.26 ($32.58) 34.77 | $35.07 | 7.64% | Reduce -99.6% | 676 | -168,131 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.53% | 663000 ($729331) 801950 | $727,455.00 | -0.26% | New holding | 2 | 2 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-03-31 | Reduce Reduce | -0.29% | 21.23 ($22.75) 23.75 | $24.14 | 6.11% | Reduce -4.23% | 908,303 | -40,131 |
OGOREK ANTHONY JOSEPH /NY/ /ADV Total Holding History ($B)
OGOREK ANTHONY JOSEPH /NY/ /ADV's Asset Allocation
OGOREK ANTHONY JOSEPH /NY/ /ADV Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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OGOREK ANTHONY JOSEPH /NY/ /ADV's Hypothetical Growth since 2025-03-31
OGOREK ANTHONY JOSEPH /NY/ /ADV's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
OGOREK ANTHONY JOSEPH /NY/ /ADV's Holdings Heat Map
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OGOREK ANTHONY JOSEPH /NY/ /ADV's Holdings Bubble Chart
OGOREK ANTHONY JOSEPH /NY/ /ADV News
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