OGOREK ANTHONY JOSEPH /NY/ /ADV has disclosed 264 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $280.00 Mil. The turnover rate is 8%.
In OGOREK ANTHONY JOSEPH /NY/ /ADV's current portfolio as of 2024-09-30, the top 5 holdings are
FT Vest U.S. Equity Deep Buffer ETF - July (DJUL), FT Vest U.S. Equity Deep Buffer ETF - May (DMAY), iShares 7-10 Year Treasury Bond ETF (IEF), Vanguard Total Stock Market ETF (VTI), Schwab U.S. Broad Market ETF (SCHB), not including call and put options.
OGOREK ANTHONY JOSEPH /NY/ /ADV did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for OGOREK ANTHONY JOSEPH /NY/ /ADV, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for OGOREK ANTHONY JOSEPH /NY/ /ADV, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for OGOREK ANTHONY JOSEPH /NY/ /ADV.