Ogorek Anthony Joseph has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $291 Million distributed in 274 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 $32M, First Tr Ex Tr Fd Viii Cboe Ve with a value of $24.8M, Ishares Barclays with a value of $24.2M, Vanguard Total Stock Market Et with a value of $24M, and Schwab Strategic Tr Us Broad M with a value of $22.3M.
Examining the 13F form we can see an increase of $3.55M in the current position value, from $288M to 291M.
Also it can be appreciated an additional of 19 stocks purchases and 1 closed positions.
Below you can find more details about Ogorek Anthony Joseph portfolio as well as his latest detailed transactions.
Portfolio value
$291 Million
ETFs: $179 Million
Technology: $16.1 Million
Healthcare: $11.4 Million
Industrials: $7.37 Million
Communication Services: $3.19 Million
Consumer Cyclical: $2.44 Million
Financial Services: $1.99 Million
Consumer Defensive: $1.21 Million
Other: $479,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
