Ogorek Anthony Joseph Incresed Positions in Q3 2024

Ogorek Anthony Joseph

  • $291 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
43.9K
+ 6.01%
$38.81 - $41.41 $1.7M - $1.82M
774K $32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.15K
+ 9.14%
$475.2 - $527.7 $1.5M - $1.66M
37.6K $19.9M
IEF
Ishares Barclays

ETFs
6.67K
+ 2.79%
$92.67 - $99.14 $618K - $662K
246K $24.2M
VTI
Vanguard Total Stock Market Et

ETFs
134
+ 0.16%
$255.18 - $283.2 $34.2K - $37.9K
84.9K $24M
CAT
Caterpillar Inc

Industrials
81
+ 0.65%
$316.8 - $391.12 $25.7K - $31.7K
12.5K $4.91M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
654
+ 0.63%
$55.06 - $62.25 $36K - $40.7K
104K $6.39M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
9.9K
+ 5754.07%
$39.85 - $42.56 $394K - $421K
10.1K $428K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.18K
+ 47.94%
$114.73 - $120.23 $365K - $382K
9.82K $1.17M
URI
United Rentals, Inc.

Industrials
392
+ 80.66%
$627.41 - $814.1 $246K - $319K
878 $711K
VUG
Vanguard Growth ETF

ETFs
78
+ 0.33%
$341.08 - $391.94 $26.6K - $30.6K
23.9K $9.16M
AVGO
Broadcom Inc.

Technology
13.4K
+ 899.8%
$136.27 - $1745.86 $1.82M - $23.3M
14.8K $2.56M
ADP
Automatic Data Processing Inc

Industrials
23
+ 0.6%
$233.44 - $279.45 $5.37K - $6.43K
3.89K $1.08M
BNDX
Vanguard Total International B

ETFs
2.33K
+ 95.81%
$48.42 - $50.35 $113K - $117K
4.76K $239K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
617
+ 22.55%
$100.3 - $100.74 $61.9K - $62.2K
3.35K $337K
ORCL
Oracle Corp

Technology
216
+ 72.24%
$125.9 - $170.35 $27.2K - $36.8K
515 $87K
NEE
Nextera Energy Inc

Utilities
7
+ 0.23%
$69.9 - $84.97 $489 - $595
3.09K $260K
ABBV
Abb Vie Inc.

Healthcare
62
+ 5.34%
$163.84 - $199.33 $10.2K - $12.4K
1.22K $241K
SCHG
Schwab Strategic Tr Us Large C

ETFs
178
+ 2.88%
$92.63 - $105.69 $16.5K - $18.8K
6.35K $661K
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.02%
$95.54 - $108.77 $95.5 - $109
5.76K $598K
META
Meta Platforms, Inc.

Communication Services
19
+ 6.93%
$453.41 - $572.44 $8.61K - $10.9K
293 $168K
JPM
Jpmorgan Chase & CO

Financial Services
62
+ 5.25%
$194.9 - $224.8 $12.1K - $13.9K
1.24K $261K
ABT
Abbott Laboratories

Healthcare
4
+ 0.2%
$100.07 - $118.13 $400 - $473
1.97K $224K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.28%
$213.3 - $270.78 $213 - $271
361 $97K
MS
Morgan Stanley

Financial Services
111
+ 21.1%
$92.07 - $106.96 $10.2K - $11.9K
637 $66K
FMNY
First Tr Exch Trad Fd Iii New
152
+ 0.88%
$26.63 - $27.39 $4.05K - $4.16K
17.4K $474K
JNJ
Johnson & Johnson

Healthcare
5
+ 0.72%
$145.48 - $167.38 $727 - $837
699 $113K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
34
+ 0.93%
$36.98 - $41.55 $1.26K - $1.41K
3.69K $151K
CSCO
Cisco Systems, Inc.

Technology
200
+ 117.65%
$44.74 - $53.22 $8.95K - $10.6K
370 $19K
AMT
American Tower Corp

Real Estate
2
+ 0.72%
$192.27 - $242.73 $385 - $485
278 $64K
PG
Procter & Gamble CO

Consumer Defensive
40
+ 11.87%
$160.76 - $177.82 $6.43K - $7.11K
377 $65K
MTB
M&T Bank Corp

Financial Services
3
+ 0.84%
$146.49 - $179.85 $439 - $540
361 $64K
TJX
Tjx Companies Inc

Consumer Cyclical
50
+ 9.9%
$107.93 - $120.23 $5.4K - $6.01K
555 $65K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.15%
$66.91 - $81.4 $66.9 - $81.4
688 $55K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.39%
$213.75 - $259.69 $214 - $260
258 $64K
XLC
Select Sector Spdr Tr Communic

ETFs
4
+ 0.23%
$82.16 - $90.4 $329 - $362
1.74K $157K
DFS
Discover Financial Services

Financial Services
54
+ 60.0%
$123.41 - $144.72 $6.66K - $7.81K
144 $20K
MKC
Mccormick & CO Inc

Consumer Defensive
4
+ 0.61%
$69.44 - $84.76 $278 - $339
663 $54K
CRM
Salesforce, Inc.

Technology
8
+ 2.55%
$238.42 - $276.53 $1.91K - $2.21K
322 $88K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.25%
$66.59 - $83.99 $66.6 - $84
394 $33K
CBU
Community Bank System, Inc.

Financial Services
6
+ 1.1%
$45.86 - $62.82 $275 - $377
552 $32K
BRO
Brown & Brown, Inc.

Financial Services
1
+ 0.2%
$89.11 - $105.82 $89.1 - $106
505 $52K
Lin
1
+ 0.57%
N/A
175 $83K
F
Ford Motor CO

Consumer Cyclical
692
+ 123.79%
$9.71 - $14.55 $6.72K - $10.1K
1.25K $13K
PAYX
Paychex Inc

Industrials
2
+ 0.69%
$116.17 - $135.19 $232 - $270
291 $39K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.51%
$233.14 - $263.97 $233 - $264
199 $52K
RTX
Raytheon Technologies Corp

Industrials
21
+ 44.68%
$99.55 - $123.34 $2.09K - $2.59K
68 $8K
Felc
6
+ 0.24%
N/A
2.46K $79K
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.5%
$72.51 - $98.6 $72.5 - $98.6
202 $19K
ECL
Ecolab Inc.

Basic Materials
1
+ 0.4%
$228.86 - $255.76 $229 - $256
253 $64K
Activity Summary
Buys All Purchases 110 New Holdings 19 Increased Positions 91 Sells All Sells 43 Reductions 42 Sold out 1 Options Calls 0 Puts 0
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