Ogorek Anthony Joseph Incresed Positions in Q4 2024

Ogorek Anthony Joseph

  • $314 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
46
+ 100.0%
$25.33 - $51.16 $1.17K - $2.35K
92 $2K
IBMO
Ishares Tr Ibonds December 202

ETFs
5
+ 0.67%
$25.4 - $25.62 $127 - $128
752 $19K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5
+ 0.7%
$26.55 - $26.67 $133 - $133
721 $19K
BANC
Banc Of California, Inc.

Financial Services
1
+ 0.97%
$13.66 - $17.77 $13.7 - $17.8
104 $1K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
55
+ 1.49%
$23.88 - $24.32 $1.31K - $1.34K
3.74K $89K
IBMP
Ishares Tr Ibonds December 202

ETFs
6
+ 0.8%
$25.08 - $25.43 $150 - $153
756 $19K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
7
+ 1.94%
$17.93 - $18.8 $126 - $132
368 $6K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.24%
$44.2 - $49.46 $44.2 - $49.5
417 $19K
BAC
Bank Of America Corp

Financial Services
1
+ 2.0%
$39.22 - $47.77 $39.2 - $47.8
51 $2K
CVX
Chevron Corp

Energy
1
+ 0.88%
$141.15 - $162.53 $141 - $163
114 $16K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10
+ 0.77%
N/A
1.31K $31K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.62%
$69.58 - $74.87 $139 - $150
324 $22K
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.5%
$87.44 - $102.5 $87.4 - $103
203 $18K
ORCL
Oracle Corp

Technology
1
+ 0.19%
$165.41 - $192.43 $165 - $192
516 $86K
TTC
Toro CO

Industrials
1
+ 0.55%
$80.1 - $88.44 $80.1 - $88.4
182 $14K
BNDX
Vanguard Total International B

ETFs
93
+ 1.95%
$48.91 - $50.61 $4.55K - $4.71K
4.86K $238K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3
+ 1.1%
$70.1 - $76.53 $210 - $230
276 $19K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
36
+ 1.57%
$24.82 - $25.48 $894 - $917
2.33K $57K
Nly
8
+ 3.15%
N/A
262 $4K
ABT
Abbott Laboratories

Healthcare
3
+ 0.15%
$111.93 - $119.39 $336 - $358
1.98K $223K
NNI
Nelnet Inc

Financial Services
1
+ 0.72%
$104.32 - $124.92 $104 - $125
139 $14K
BRO
Brown & Brown, Inc.

Financial Services
1
+ 0.2%
$100.93 - $113.42 $101 - $113
506 $51K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.27%
$161.05 - $179.7 $161 - $180
378 $63K
TXN
Texas Instruments Inc

Technology
1
+ 0.78%
N/A
129 $24K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.16K
+ 202.81%
$26.93 - $84.95 $58.2K - $184K
3.23K $88K
XYL
Xylem Inc.

Industrials
1
+ 0.61%
$116.02 - $137.45 $116 - $137
166 $19K
BFB
Brown Forman Corp Cl B
1
+ 0.44%
N/A
230 $8K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.39%
$230.6 - $277.0 $231 - $277
259 $60K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8
+ 0.5%
$88.59 - $94.57 $709 - $757
1.61K $142K
TSCO
Tractor Supply CO

Consumer Cyclical
972
+ 403.32%
$52.59 - $303.74 $51.1K - $295K
1.21K $64K
FMNY
First Tr Exch Trad Fd Iii New
155
+ 0.89%
$26.54 - $27.36 $4.11K - $4.24K
17.5K $466K
EWJ
Ishares Msci Japan ETF

ETFs
44
+ 1.62%
$66.18 - $71.84 $2.91K - $3.16K
2.76K $185K
ADI
Analog Devices Inc

Technology
2
+ 0.4%
$206.35 - $236.48 $413 - $473
506 $107K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.85K
+ 104.39%
$18.41 - $40.87 $71K - $158K
7.55K $139K
MRNA
Moderna, Inc.

Healthcare
137
+ 19.27%
$36.85 - $63.93 $5.05K - $8.76K
848 $35K
JNJ
Johnson & Johnson

Healthcare
5
+ 0.72%
$143.34 - $165.86 $717 - $829
704 $101K
AMGN
Amgen Inc

Healthcare
1
+ 0.45%
$258.78 - $328.31 $259 - $328
222 $58K
MSFT
Microsoft Corp

Technology
61
+ 1.09%
$406.35 - $454.46 $24.8K - $27.7K
5.66K $2.39M
FMB
First Tr Exchange Traded Fd Ii

ETFs
69
+ 0.23%
$50.62 - $52.07 $3.49K - $3.59K
29.8K $1.52M
NEE
Nextera Energy Inc

Utilities
9
+ 0.29%
$69.77 - $85.43 $628 - $769
3.1K $221K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
8.01K
+ 87.28%
$22.02 - $46.16 $176K - $370K
17.2K $379K
VIG
Vanguard Dividend Appreciation

ETFs
146
+ 0.45%
N/A
32.9K $6.44M
CL
Colgate Palmolive CO

Consumer Defensive
124
+ 2.15%
$90.22 - $102.31 $11.2K - $12.7K
5.89K $535K
URI
United Rentals, Inc.

Industrials
22
+ 2.51%
$704.44 - $880.32 $15.5K - $19.4K
900 $634K
PAVE
Global X Fds Us Infrastructure

ETFs
1.26K
+ 0.43%
$40.41 - $45.95 $50.9K - $57.9K
291K $11.8M
EWJV
Ishares Tr Msci Japan Value Et
3.28K
+ 1.98%
N/A
169K $5.28M
CAT
Caterpillar Inc

Industrials
21
+ 0.17%
$360.37 - $416.88 $7.57K - $8.75K
12.6K $4.56M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
614K
+ 183.24%
$22.01 - $66.82 $13.5M - $41M
948K $21.5M
LLY
Eli Lilly & CO

Healthcare
127
+ 1.14%
$727.2 - $932.06 $92.4K - $118K
11.3K $8.72M
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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