Ogorek Anthony Joseph has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $288 Million distributed in 279 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 $50.4M, Schwab Strategic Tr Us Broad M with a value of $22.5M, Vanguard Total Stock Market Et with a value of $22M, Schwab Strategic Tr 5 10 Yr C with a value of $17.3M, and Vanguard Index Fds S&P 500 ETF with a value of $15.9M.

Examining the 13F form we can see an increase of $12.8M in the current position value, from $275M to 288M.

Below you can find more details about Ogorek Anthony Joseph portfolio as well as his latest detailed transactions.

Portfolio value $288 Million
ETFs: $188 Million
Technology: $12.8 Million
Healthcare: $10.2 Million
Industrials: $6.17 Million
Communication Services: $2.88 Million
Consumer Cyclical: $2.37 Million
Financial Services: $1.77 Million
Consumer Defensive: $1.1 Million
Other: $465,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 279
  • Current Value $288 Million
  • Prior Value $275 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 20 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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