Ogorek Anthony Joseph Reduced Holdings in Q2 2025

Ogorek Anthony Joseph

  • $324 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-148K
- 93.81%
$42.85 - $50.11 $6.34M - $7.42M
9.76K $489K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-304K
- 33.42%
$19.1 - $23.83 $5.8M - $7.23M
605K $14.4M
Cvlc
-85.8K
- 30.86%
N/A
192K $14.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-33.8K
- 99.48%
N/A
175 $16K
MLN
Vaneck Long Muni ETF

ETFs
-74.8K
- 39.49%
$16.49 - $17.52 $1.23M - $1.31M
115K $1.94M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-26.4K
- 82.2%
$37.24 - $41.76 $983K - $1.1M
5.72K $238K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.35K
- 13.87%
$456.74 - $568.03 $2.44M - $3.04M
33.3K $18.9M
AAPL
Apple Inc.

Technology
-937
- 3.86%
$172.42 - $223.89 $162K - $210K
23.4K $4.79M
PAVE
Global X Fds Us Infrastructure

ETFs
-50K
- 17.62%
$33.78 - $43.68 $1.69M - $2.18M
234K $10.2M
URI
United Rentals, Inc.

Industrials
-794
- 87.54%
$551.94 - $753.4 $438K - $598K
113 $85K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-8.68K
- 15.34%
$33.92 - $37.71 $294K - $327K
47.9K $1.81M
DMAR
First Tr Ex Tr Viii Cboe Vest
-7.98K
- 42.63%
$35.55 - $39.57 $284K - $316K
10.7K $424K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-8.3K
- 7.12%
$37.32 - $42.19 $310K - $350K
108K $4.57M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-5.19K
- 32.44%
$39.94 - $44.64 $207K - $232K
10.8K $482K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-4.58K
- 42.61%
$39.23 - $45.02 $180K - $206K
6.17K $277K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.22K
- 15.5%
$54.27 - $63.01 $120K - $140K
12.1K $756K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-2.1K
- 44.15%
N/A
2.66K $139K
SPY
Spdr S&P 500 ETF Trust

ETFs
-181
- 33.77%
$496.48 - $617.85 $89.9K - $112K
355 $219K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-2.6K
- 20.43%
$36.05 - $40.34 $93.6K - $105K
10.1K $408K
UNH
Unitedhealth Group Inc

Healthcare
-92
- 44.44%
$274.35 - $599.47 $25.2K - $55.2K
115 $35K
PEP
Pepsico Inc

Consumer Defensive
-357
- 45.25%
$128.02 - $151.37 $45.7K - $54K
432 $57K
JNJ
Johnson & Johnson

Healthcare
-194
- 13.3%
$146.36 - $159.82 $28.4K - $31K
1.27K $193K
BNDX
Vanguard Total International B

ETFs
-981
- 27.15%
$48.77 - $49.55 $47.8K - $48.6K
2.63K $130K
CL
Colgate Palmolive CO

Consumer Defensive
-299
- 4.88%
$87.57 - $96.0 $26.2K - $28.7K
5.83K $529K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.16K
- 29.17%
$43.86 - $51.74 $50.7K - $59.8K
2.81K $145K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-1.81K
- 17.96%
$21.85 - $22.76 $39.5K - $41.1K
8.25K $187K
PG
Procter & Gamble CO

Consumer Defensive
-132
- 12.29%
$157.66 - $172.39 $20.8K - $22.8K
942 $150K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-391
- 1.64%
$48.13 - $49.85 $18.8K - $19.5K
23.4K $1.15M
HES
Hess Corp

Energy
-195
- 89.45%
$126.32 - $161.29 $24.6K - $31.5K
23 $3K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-123
- 23.88%
$416.06 - $551.64 $51.2K - $67.9K
392 $216K
BKR
Baker Hughes CO

Energy
-505
- 47.42%
$35.0 - $44.92 $17.7K - $22.7K
560 $21K
BMY
Bristol Myers Squibb CO

Healthcare
-33
- 2.33%
$44.12 - $59.6 $1.46K - $1.97K
1.39K $64K
O
Realty Income Corp

Real Estate
-353
- 44.13%
$52.27 - $58.52 $18.5K - $20.7K
447 $25K
MRK
Merck & Co., Inc.

Healthcare
-136
- 13.81%
$73.47 - $87.12 $9.99K - $11.8K
849 $67K
BDX
Becton Dickinson & CO

Healthcare
-42
- 18.83%
$165.15 - $226.42 $6.94K - $9.51K
181 $31K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-65
- 39.63%
$212.1 - $244.27 $13.8K - $15.9K
99 $21K
CVX
Chevron Corp

Energy
-67
- 15.84%
$133.73 - $168.51 $8.96K - $11.3K
356 $51K
WFC
Wells Fargo & Company

Financial Services
-434
- 21.16%
$60.98 - $80.12 $26.5K - $34.8K
1.62K $129K
FISV
Fiserv Inc

Technology
-62
- 38.27%
N/A
100 $17K
KHC
Kraft Heinz CO

Consumer Defensive
-417
- 29.04%
$25.61 - $30.81 $10.7K - $12.8K
1.02K $26K
LEN
Lennar Corp

Consumer Cyclical
-151
- 88.82%
$102.76 - $115.66 $15.5K - $17.5K
19 $2K
SLB
Schlumberger Limited

Energy
-357
- 52.12%
$31.95 - $42.2 $11.4K - $15.1K
328 $11K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-171
- 3.9%
$100.35 - $100.71 $17.2K - $17.2K
4.22K $424K
MKC
Mccormick & CO Inc

Consumer Defensive
-161
- 30.78%
$71.11 - $82.25 $11.4K - $13.2K
362 $27K
TRGP
Targa Resources Corp.

Energy
-58
- 32.95%
$157.32 - $205.72 $9.12K - $11.9K
118 $20K
EIX
Edison International

Utilities
-239
- 56.64%
$48.32 - $59.92 $11.5K - $14.3K
183 $9K
SPGI
S&P Global Inc.

Financial Services
-33
- 37.5%
$438.31 - $527.29 $14.5K - $17.4K
55 $29K
ELV
Elevance Health, Inc.

Healthcare
-13
- 6.53%
$372.27 - $452.69 $4.84K - $5.88K
186 $72K
SNX
Td Synnex Corp

Technology
-138
- 95.83%
$95.81 - $137.79 $13.2K - $19K
6 $0
Activity Summary
Buys All Purchases 268 New Holdings 47 Increased Positions 221 Sells All Sells 203 Reductions 202 Sold out 1 Options Calls 0 Puts 0
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