Ogorek Anthony Joseph Portfolio Holdings
Ogorek Anthony Joseph
- $304 Million
- Q1 2025
Ogorek Anthony Joseph has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $304 Million distributed in 686 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 $31.2M, Vanguard Total Stock Market Et with a value of $23.3M, Binc with a value of $22.1M, Vanguard Index Fds S&P 500 ETF with a value of $19.8M, and Schwab Strategic Tr Us Broad M with a value of $19.6M.
Examining the 13F form we can see an decrease of $10.5M in the current position value, from $314M to 304M.
Below you can find more details about Ogorek Anthony Joseph portfolio as well as his latest detailed transactions.
Portfolio value
$304 Million
ETFs: $157 Million
Healthcare: $21.1 Million
Technology: $15.6 Million
Financial Services: $11.6 Million
Industrials: $7.32 Million
Communication Services: $3.79 Million
Consumer Cyclical: $3.2 Million
Consumer Defensive: $1.97 Million
Other: $1.87 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 686
- Current Value $304 Million
- Prior Value $314 Million
- Filing
- Period Q1 2025
- Filing Date May 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 396 stocks
- Additional Purchases 179 stocks
- Sold out of 0 stocks
- Reduced holdings in 36 stocks