Ogorek Anthony Joseph Reduced Holdings in Q3 2024

Ogorek Anthony Joseph

  • $291 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-173K
- 99.14%
$24.78 - $25.11 $4.29M - $4.35M
1.51K $37K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-177K
- 99.27%
$23.75 - $23.75 $4.21M - $4.21M
1.3K $31K
MLN
Vaneck Long Muni ETF

ETFs
-88.6K
- 20.74%
$17.77 - $18.32 $1.57M - $1.62M
339K $6.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-22.5K
- 38.68%
$49.93 - $51.15 $1.12M - $1.15M
35.6K $1.82M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.86K
- 90.05%
$71.45 - $75.64 $347K - $367K
537 $40K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-24.6K
- 6.84%
$59.93 - $66.52 $1.47M - $1.64M
335K $22.3M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-6.23K
- 51.83%
N/A
5.79K $280K
GOOG
Alphabet Inc.

Communication Services
-453
- 4.66%
$149.54 - $192.66 $67.7K - $87.3K
9.28K $1.55M
GOOGL
Alphabet Inc.

Communication Services
-561
- 6.84%
$148.65 - $191.18 $83.4K - $107K
7.64K $1.27M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-5.98K
- 82.48%
$25.04 - $25.21 $150K - $151K
1.27K $32K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.31K
- 7.2%
$51.0 - $52.05 $118K - $120K
29.8K $1.55M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-3.19K
- 5.34%
$34.5 - $36.48 $110K - $116K
56.6K $2.06M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.46K
- 8.07%
$54.38 - $59.77 $79.6K - $87.5K
16.7K $988K
BA
Boeing CO

Industrials
-95
- 82.61%
$152.04 - $190.6 $14.4K - $18.1K
20 $3K
RDVY
First Trust Rising Dividend Ac

ETFs
-203
- 67.67%
$53.68 - $59.24 $10.9K - $12K
97 $5K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-100
- 10.28%
$91.42 - $91.82 $9.14K - $9.18K
873 $80K
BMY
Bristol Myers Squibb CO

Healthcare
-200
- 50.51%
$39.66 - $51.75 $7.93K - $10.4K
196 $10K
CRWD
Crowd Strike Holdings, Inc.

Technology
-8
- 36.36%
$217.89 - $392.15 $1.74K - $3.14K
14 $3K
CVX
Chevron Corp

Energy
-8
- 6.61%
$137.88 - $161.97 $1.1K - $1.3K
113 $16K
VZ
Verizon Communications Inc

Communication Services
-87
- 9.81%
$38.89 - $45.0 $3.38K - $3.92K
800 $35K
AXP
American Express CO

Financial Services
-9
- 26.47%
$225.92 - $271.17 $2.03K - $2.44K
25 $6K
CVS
Cvs Health Corp

Healthcare
-25
- 6.76%
$55.81 - $63.18 $1.4K - $1.58K
345 $21K
IGV
Ishares Expanded Tech Software

ETFs
-75
- 2.36%
$77.94 - $89.37 $5.85K - $6.7K
3.1K $276K
AEP
American Electric Power CO Inc

Utilities
-20
- 7.49%
$87.11 - $104.95 $1.74K - $2.1K
247 $25K
TSCO
Tractor Supply CO

Consumer Cyclical
-10
- 3.98%
$251.95 - $290.93 $2.52K - $2.91K
241 $70K
MCD
Mcdonalds Corp

Consumer Cyclical
-27
- 11.64%
$245.82 - $304.51 $6.64K - $8.22K
205 $62K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-285
- 3.01%
$43.73 - $46.29 $12.5K - $13.2K
9.18K $423K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-361
- 2.08%
$39.33 - $41.74 $14.2K - $15.1K
17K $710K
HD
Home Depot, Inc.

Consumer Cyclical
-6
- 3.09%
$333.64 - $405.2 $2K - $2.43K
188 $76K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-13
- 0.8%
$83.76 - $91.82 $1.09K - $1.19K
1.6K $146K
IBM
International Business Machines Corp

Technology
-9
- 2.26%
$175.1 - $223.38 $1.58K - $2.01K
390 $86K
CATH
Global X Fds Global X S&P 500

ETFs
-597
- 3.92%
$62.26 - $69.39 $37.2K - $41.4K
14.6K $1.02M
DMAR
First Tr Ex Tr Viii Cboe Vest
-178
- 0.92%
$35.04 - $37.34 $6.24K - $6.65K
19.2K $715K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-3.28K
- 2.72%
$37.82 - $40.43 $124K - $133K
117K $4.75M
MGV
Vanguard Mega Cap Value

ETFs
-747
- 5.08%
$118.0 - $128.28 $88.1K - $95.8K
14K $1.79M
EWJV
Ishares Tr Msci Japan Value Et
-806
- 0.48%
N/A
166K $5.47M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-16K
- 2.51%
$37.43 - $39.97 $598K - $638K
621K $24.8M
VIG
Vanguard Dividend Appreciation

ETFs
-1.03K
- 3.05%
$182.15 - $182.15 $188K - $188K
32.7K $6.48M
AAPL
Apple Inc.

Technology
-8
- 0.04%
$207.23 - $234.82 $1.66K - $1.88K
22.5K $5.23M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-5.97K
- 4.6%
$85.84 - $85.84 $513K - $513K
124K $12M
PAVE
Global X Fds Us Infrastructure

ETFs
-6.77K
- 2.28%
$36.39 - $41.16 $246K - $278K
290K $11.9M
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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