Institutions / Ogorek Anthony Joseph /Ny/ /Adv
Ogorek Anthony Joseph /Ny/ /Adv
CIK 714364 · Institution · as of Jun 30, 2026
Portfolio value
$402.7K
Positions
715
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$402.7K+10.8%Positions
715+1.0%Top holdings
Jun 30, 2026View all 715 →
| Company | Value | % of portfolio |
|---|---|---|
| Binc | $39.5K | 9.8% |
| Vti | $31.3K | 7.8% |
| First Trust Exchange-Traded Fund VIII | $29.6K | 7.3% |
| First Trust Exchange-Traded Fund VIII | $22.0K | 5.5% |
| Voo | $19.9K | 5.0% |
| Vxus | $18.3K | 4.5% |
| Schb | $15.7K | 3.9% |
| Cvlc | $14.1K | 3.5% |
| First Trust Exchange-Traded Fund VIII | $13.3K | 3.3% |
| Vsgx | $11.5K | 2.8% |
| Schi | $10.7K | 2.7% |
| Pave | $9.9K | 2.5% |
| ELI LILLY & Co | $9.8K | 2.4% |
| First Trust Exchange-Traded Fund VIII | $9.5K | 2.4% |
| Vug | $9.5K | 2.4% |
| Caterpillar Inc | $9.3K | 2.3% |
| Medtronic plc | $8.2K | 2.0% |
| Vexc | $7.6K | 1.9% |
| Mint | $7.4K | 1.8% |
| Vig | $7.1K | 1.8% |
| Warren E. Buffett | $6.5K | 1.6% |
| Apple Inc. | $6.2K | 1.5% |
| Muny | $6.0K | 1.5% |
| First Trust Exchange-Traded Fund VIII | $4.4K | 1.1% |
| Broadcom Inc. | $3.7K | 0.9% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | First Trust Exchange-Traded Fund VIII Common stock | $22.0K | +798K +59837.88% | 798,972 5.46% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-14.0K | -512K -99.38% | 3,183 0.02% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-8.9K | -312K -66.94% | 153,873 1.09% of portfolio | low |
| Q2 2026 as of | Add | 922908736 Common stock | $7.8K | +91K +481.04% | 110,032 2.35% of portfolio | low |
| Q2 2026 as of | New | 921910683 Common stock | $7.6K | +79K | 78,640 1.87% of portfolio | low |
| Q2 2026 as of | New | 72201R833 Common stock | $7.4K | +74K | 73,805 1.85% of portfolio | low |
| Q2 2026 as of | Trim | Dell Technologies Inc. Common stock | $-6.9K | -16K -78.81% | 4,311 0.46% of portfolio | low |
| Q2 2026 as of | Add | 808524698 Common stock | $6.9K | +304K +180.19% | 473,448 2.66% of portfolio | low |
| Q2 2026 as of | New | 92204H400 Common stock | $6.0K | +58K | 57,890 1.49% of portfolio | low |
| Q2 2026 as of | Trim | ELI LILLY & Co Common stock | $-4.7K | -4K -32.48% | 8,159 2.43% of portfolio | low |