Ogorek Anthony Joseph Reduced Holdings in Q1 2025

Ogorek Anthony Joseph

  • $304 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-549K
- 92.75%
$39.11 - $41.9 $21.5M - $23M
42.9K $1.7M
IEF
Ishares Barclays

ETFs
-234K
- 99.96%
$91.17 - $95.39 $21.3M - $22.3M
87 $8K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-81.1K
- 70.47%
N/A
34K $2.99M
EWJV
Ishares Tr Msci Japan Value Et
-168K
- 99.6%
N/A
676 $22K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-40.1K
- 4.23%
$21.23 - $23.75 $852K - $953K
908K $19.6M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-6.87K
- 0.89%
$40.44 - $43.17 $278K - $297K
763K $31.2M
PAVE
Global X Fds Us Infrastructure

ETFs
-7.72K
- 2.65%
$37.31 - $43.82 $288K - $338K
284K $10.7M
MSFT
Microsoft Corp

Technology
-1.67K
- 29.55%
$375.39 - $447.2 $628K - $748K
3.99K $1.5M
VUG
Vanguard Growth ETF

ETFs
-180
- 0.93%
$369.1 - $427.61 $66.4K - $77K
19.2K $7.13M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-7.2K
- 47.88%
$114.57 - $118.14 $825K - $850K
7.84K $925K
MLN
Vaneck Long Muni ETF

ETFs
-7.72K
- 3.92%
$17.22 - $18.0 $133K - $139K
189K $3.29M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.91K
- 14.1%
$49.25 - $50.66 $193K - $198K
23.8K $1.18M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-304
- 0.19%
$46.06 - $49.24 $14K - $15K
158K $7.36M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-7.13K
- 41.5%
$21.77 - $22.56 $155K - $161K
10.1K $225K
EWJ
Ishares Msci Japan ETF

ETFs
-1.73K
- 62.85%
$65.24 - $71.7 $113K - $124K
1.03K $70K
XLK
Technology Sector Spdr

ETFs
-348
- 54.37%
$206.38 - $242.18 $71.8K - $84.3K
292 $60K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-850
- 0.72%
$40.29 - $42.24 $34.2K - $35.9K
117K $4.77M
VIG
Vanguard Dividend Appreciation

ETFs
-60
- 0.18%
N/A
32.8K $6.36M
BNDX
Vanguard Total International B

ETFs
-1.24K
- 25.58%
$48.33 - $49.5 $60K - $61.5K
3.61K $176K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-680
- 12.49%
N/A
4.76K $232K
IGV
Ishares Expanded Tech Software

ETFs
-5
- 0.18%
$88.3 - $107.83 $442 - $539
2.82K $251K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-498
- 3.02%
$41.74 - $43.57 $20.8K - $21.7K
16K $674K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-963
- 6.31%
$58.32 - $65.09 $56.2K - $62.7K
14.3K $860K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.06K
- 32.81%
$27.01 - $28.54 $28.6K - $30.2K
2.17K $60K
AMD
Advanced Micro Devices Inc

Technology
-211
- 60.29%
$96.63 - $129.55 $20.4K - $27.3K
139 $14K
DMAR
First Tr Ex Tr Viii Cboe Vest
-430
- 2.25%
$36.82 - $39.1 $15.8K - $16.8K
18.7K $705K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-791
- 51.94%
$25.05 - $25.16 $19.8K - $19.9K
732 $18K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-833
- 63.83%
N/A
472 $11K
XLB
Select Sector Spdr Fd Material

ETFs
-211
- 66.56%
$83.19 - $90.99 $17.6K - $19.2K
106 $9K
VO
Vanguard Mid Cap ETF

ETFs
-60
- 28.85%
$251.87 - $277.95 $15.1K - $16.7K
148 $38K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-174
- 15.26%
$91.45 - $91.75 $15.9K - $16K
966 $88K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-198
- 12.3%
$87.68 - $94.52 $17.4K - $18.7K
1.41K $132K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-99
- 14.02%
$58.01 - $64.46 $5.74K - $6.38K
607 $37K
VCIT
Vanguard Intermediate Term Cor

ETFs
-15
- 1.31%
$79.17 - $82.04 $1.19K - $1.23K
1.13K $92K
NRZ
New Residential Investment Corp.

Real Estate
-20
- 7.49%
N/A
247 $2K
Activity Summary
Buys All Purchases 575 New Holdings 396 Increased Positions 179 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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