Ogorek Anthony Joseph has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $288 Million distributed in 277 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 $29M, First Tr Ex Tr Fd Viii Cboe Ve with a value of $24.5M, Vanguard Total Stock Market Et with a value of $22.7M, Schwab Strategic Tr Us Broad M with a value of $22.6M, and Ishares Barclays with a value of $22.4M.
Examining the 13F form we can see an decrease of $68K in the current position value, from $288M 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: $181 Million
Technology: $15.5 Million
Healthcare: $11.5 Million
Industrials: $5.89 Million
Communication Services: $3.62 Million
Consumer Cyclical: $2.43 Million
Financial Services: $1.69 Million
Consumer Defensive: $1.15 Million
Other: $464,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
