Ogorek Anthony Joseph /ny/ /adv
CIK Number: 0000714364
Main Sectors:
Top Industries:
Filing Date: May 9, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DJUL | FT Cboe Vest U.... | 46.02 | +0.86% | 762.54K | -0.89% | 31.19M | 36.25 | 10.26% | Share |
| 2 | VTI | Vanguard Total ... | 318.50 | +1.84% | 84.6K | +0.19% | 23.25M | 113.37 | 7.65% | Share |
| 3 | BINC | Blackrock Etf T... | 53.02 | +0.35% | 422.57K | +892.04% | 22.13M | 52.34 | 7.28% | Share |
| 4 | VOO | Vanguard S&P 50... | 593.75 | +1.62% | 38.61K | +0.32% | 19.84M | 481.83 | 6.53% | Share |
| 5 | SCHB | Schwab U.S. Bro... | 24.95 | +1.77% | 908.3K | -4.23% | 19.55M | 15.83 | 6.44% | Share |
| 6 | CVLC | Calvert US Larg... | 79.86 | +1.78% | 278.16K | +1.13% | 19.18M | 73.28 | 6.31% | Share |
| 7 | DOCT | FT Cboe Vest U.... | 42.34 | +1.04% | 309.98K | +8.62K% | 11.89M | 38.36 | 3.91% | Share |
| 8 | YSEP | FT Cboe Vest In... | 25.18 | +1.10% | 520.53K | +100.00% | 11.83M | 22.73 | 3.89% | Share |
| 9 | PAVE | Global X U.S. I... | 47.06 | +2.81% | 283.73K | -2.65% | 10.71M | 30.17 | 3.52% | Share |
| 10 | LLY | Eli Lilly and C... | 715.71 | +0.83% | 11.34K | +0.47% | 9.37M | 291.85 | 3.08% | Share |
| 11 | MDT | Medtronic plc | 92.42 | +1.45% | 104.21K | 0.00% | 9.36M | 79.93 | 3.08% | Share |
| 12 | DNOV | FT Cboe Vest U.... | 45.99 | +0.94% | 177.05K | +1.25% | 7.42M | 35.24 | 2.44% | Share |
| 13 | FNOV | FT Cboe Vest U.... | 51.77 | +1.11% | 157.76K | -0.19% | 7.36M | 35.53 | 2.42% | Share |
| 14 | BRK-B | Berkshire Hatha... | 487.04 | -0.32% | 13.52K | +520.99% | 7.2M | 475.65 | 2.37% | Share |
| 15 | VUG | Vanguard Growth... | 459.44 | +1.83% | 19.23K | -0.93% | 7.13M | 177.44 | 2.35% | Share |
| 16 | VIG | Vanguard Divide... | 211.80 | +1.33% | 32.8K | -0.18% | 6.36M | 118.62 | 2.09% | Share |
| 17 | AAPL | Apple Inc. | 228.44 | +1.57% | 24.3K | +9.76% | 5.4M | 68.31 | 1.78% | Share |
| 18 | DAPR | FT Cboe Vest U.... | 38.31 | +0.50% | 116.64K | -0.72% | 4.77M | 29.46 | 1.57% | Share |
| 19 | CAT | Caterpillar Inc... | 433.42 | +3.72% | 12.78K | +1.72% | 4.21M | 168.92 | 1.39% | Share |
| 20 | MLN | VanEck Long Mun... | 16.81 | +0.40% | 189.45K | -3.92% | 3.29M | 17.32 | 1.08% | Share |
| 21 | VSGX | Vanguard ESG In... | 68.60 | +1.69% | 53.78K | +0.66% | 3.17M | 51.31 | 1.04% | Share |
| 22 | MOAT | VanEck Mornings... | 99.20 | +2.43% | 33.98K | -70.47% | 2.99M | 76.04 | 0.98% | Share |
| 23 | DSEP | FT Cboe Vest U.... | 43.62 | +0.73% | 70.98K | 0.00% | 2.82M | 36.62 | 0.93% | Share |
| 24 | AVGO | Broadcom Inc. | 298.91 | +3.22% | 15.14K | +2.51% | 2.54M | 80.16 | 0.83% | Share |
| 25 | AMZN | Amazon.com, Inc... | 227.69 | +2.59% | 10.36K | +5.48% | 1.97M | 103.51 | 0.65% | Share |
| 26 | DELL | Dell Technologi... | 131.40 | +2.79% | 20.77K | +0.39% | 1.89M | 51.32 | 0.62% | Share |
| 27 | MGV | Vanguard Mega C... | 135.12 | +1.16% | 13.69K | +0.15% | 1.76M | 73.32 | 0.58% | Share |
| 28 | DMAY | FT Cboe Vest U.... | 43.76 | +0.61% | 42.94K | -92.75% | 1.7M | 38.36 | 0.56% | Share |
| 29 | BRK-A | Berkshire Hatha... | 730315.25 | -0.38% | 2 | +100.00% | 1.6M | 798441.5 | 0.53% | Share |
| 30 | FMB | First Trust Man... | 49.73 | +0.44% | 30.02K | +0.65% | 1.51M | 53.71 | 0.50% | Share |
| 31 | MSFT | Microsoft Corpo... | 509.40 | +1.02% | 3.99K | -29.55% | 1.5M | 332.49 | 0.49% | Share |
| 32 | GOOGL | Alphabet Inc. | 204.54 | +2.40% | 9.47K | +23.85% | 1.46M | 111.79 | 0.48% | Share |
| 33 | GOOG | Alphabet Inc. | 205.38 | +2.37% | 9.34K | +0.63% | 1.46M | 71.17 | 0.48% | Share |
| 34 | PANW | Palo Alto Netwo... | 186.25 | +1.60% | 8.53K | +0.52% | 1.46M | 50.23 | 0.48% | Share |
| 35 | DDEC | FT Cboe Vest U.... | 42.92 | +0.83% | 32.11K | +0.79% | 1.26M | 36.61 | 0.41% | Share |
| 36 | ADP | Automatic Data ... | 307.24 | +0.75% | 3.98K | +2.90% | 1.22M | 157.13 | 0.40% | Share |
| 37 | VTEB | Vanguard Tax-Ex... | 49.00 | +0.35% | 23.81K | -14.1% | 1.18M | 49.51 | 0.39% | Share |
| 38 | IEI | iShares 3-7 Yea... | 119.26 | +0.45% | 7.83K | -47.88% | 925K | 117 | 0.30% | Share |
| 39 | CATH | Global X S&P 50... | 78.70 | +1.74% | 12.85K | +0.57% | 867K | 54.42 | 0.29% | Share |
| 40 | IHI | iShares U.S. Me... | 62.73 | +1.32% | 14.3K | -6.31% | 860K | 42.67 | 0.28% | Share |
| 41 | SCHG | Schwab U.S. Lar... | 30.58 | +1.89% | 29.11K | +17.22% | 729K | 12.27 | 0.24% | Share |
| 42 | DMAR | FT Cboe Vest U.... | 40.38 | +0.60% | 18.71K | -2.25% | 705K | 34.86 | 0.23% | Share |
| 43 | DFEB | FT Cboe Vest U.... | 45.80 | +0.89% | 15.99K | -3.02% | 674K | 35.39 | 0.22% | Share |
| 44 | NVDA | NVIDIA Corporat... | 178.17 | +1.82% | 5.9K | +9.28% | 639K | 49.51 | 0.21% | Share |
| 45 | CL | Colgate-Palmoli... | 85.56 | -0.83% | 6.13K | +4.08% | 574K | 70.79 | 0.19% | Share |
| 46 | URI | United Rentals,... | 930.91 | +4.58% | 907 | +0.78% | 568K | 678.04 | 0.19% | Share |
| 47 | DJAN | FT Cboe Vest U.... | 41.48 | +0.89% | 12.71K | +10.55% | 482K | 36.24 | 0.16% | Share |
| 48 | FMNY | First Trust New... | 25.79 | +0.06% | 17.67K | +0.91% | 464K | 29.38 | 0.15% | Share |
| 49 | DJUN | FT Cboe Vest U.... | 45.92 | +0.62% | 10.76K | 0.00% | 451K | 42.49 | 0.15% | Share |
| 50 | JPM | JPMorgan Chase ... | 294.84 | +1.16% | 1.81K | +44.91% | 443K | 157.67 | 0.15% | Share |
| 51 | SGOV | iShares 0-3 Mon... | 100.64 | +0.03% | 4.39K | +17.30% | 441K | 100.42 | 0.15% | Share |
| 52 | APH | Amphenol Corpor... | 110.61 | +1.65% | 5.42K | +100.00% | 355K | 65.59 | 0.12% | Share |
| 53 | META | Meta Platforms,... | 755.79 | +2.26% | 602 | +92.33% | 347K | 412.67 | 0.11% | Share |
| 54 | ABBV | AbbVie Inc. | 208.51 | -0.47% | 1.57K | +28.70% | 329K | 108.67 | 0.11% | Share |
| 55 | WMT | Walmart Inc. | 98.23 | +0.28% | 3.7K | +437.94% | 324K | 76.73 | 0.11% | Share |
| 56 | ABT | Abbott Laborato... | 132.01 | +0.01% | 2.41K | +22.13% | 320K | 74.48 | 0.11% | Share |
| 57 | RSP | Invesco S&P 500... | 189.54 | +1.97% | 1.81K | +5.77% | 314K | 171.12 | 0.10% | Share |
| 58 | SPY | SPDR S&P 500 ET... | 645.83 | +1.62% | 536 | +4.48% | 299K | 584.93 | 0.10% | Share |
| 59 | BILS | SPDR Bloomberg ... | 99.41 | +0.05% | 2.71K | +124.94% | 270K | 99.31 | 0.09% | Share |
| 60 | COST | Costco Wholesal... | 963.00 | -0.69% | 272 | +35.32% | 258K | 607.44 | 0.08% | Share |
| 61 | IGV | iShares Expande... | 108.04 | +1.96% | 2.82K | -0.18% | 251K | 50.03 | 0.08% | Share |
| 62 | JNJ | Johnson & Johns... | 177.61 | -0.74% | 1.46K | +107.24% | 241K | 157.59 | 0.08% | Share |
| 63 | QQQ | Invesco QQQ Tru... | 573.58 | +1.83% | 515 | +605.48% | 241K | 456.17 | 0.08% | Share |
| 64 | FFEB | FT Cboe Vest U.... | 54.02 | +1.08% | 4.76K | -12.49% | 232K | 37.53 | 0.08% | Share |
| 65 | NEE | NextEra Energy,... | 76.24 | +0.21% | 3.23K | +4.23% | 228K | 79.94 | 0.07% | Share |
| 66 | SCHI | Schwab 5-10 Yea... | 22.89 | +0.68% | 10.06K | -41.5% | 225K | 21.66 | 0.07% | Share |
| 67 | V | Visa Inc. | 349.67 | +1.74% | 627 | +47.18% | 219K | 294.57 | 0.07% | Share |
| 68 | FJUL | FT Cboe Vest U.... | 53.64 | +0.97% | 3.96K | 0.00% | 188K | 38.35 | 0.06% | Share |
| 69 | PG | The Procter & G... | 158.55 | -0.11% | 1.07K | +184.13% | 183K | 161 | 0.06% | Share |
| 70 | BNDX | Vanguard Total ... | 49.31 | +0.22% | 3.61K | -25.58% | 176K | 52.48 | 0.06% | Share |
| 71 | XLC | Communication S... | 111.42 | +1.54% | 1.75K | +0.23% | 168K | 79.41 | 0.06% | Share |
| 72 | IBM | International B... | 242.76 | +1.40% | 670 | +75.39% | 166K | 183.6 | 0.05% | Share |
| 73 | HD | The Home Depot,... | 412.00 | +3.60% | 450 | +122.77% | 165K | 339.51 | 0.05% | Share |
| 74 | VZ | Verizon Communi... | 44.59 | -0.98% | 3.51K | +268.98% | 159K | 47.43 | 0.05% | Share |
| 75 | APG | APi Group Corpo... | 35.98 | +1.53% | 4.36K | 0.00% | 155K | 33.02 | 0.05% | Share |
| 76 | SCHF | Schwab Internat... | 23.07 | +1.61% | 7.55K | 0.00% | 149K | 16.66 | 0.05% | Share |
| 77 | WFC | Wells Fargo & C... | 78.87 | +1.34% | 2.05K | +1.34K% | 147K | 70.73 | 0.05% | Share |
| 78 | SCHX | Schwab U.S. Lar... | 25.57 | +1.65% | 6.21K | +2.68K% | 137K | 21.65 | 0.05% | Share |
| 79 | LOW | Lowe's Companie... | 264.12 | +3.31% | 570 | +41.79% | 132K | 147.58 | 0.04% | Share |
| 80 | USMV | iShares MSCI US... | 94.67 | +0.37% | 1.41K | -12.3% | 132K | 57.07 | 0.04% | Share |
| 81 | BAC | Bank of America... | 49.30 | +2.14% | 3.14K | +6.05K% | 131K | 41.56 | 0.04% | Share |
| 82 | CSCO | Cisco Systems, ... | 67.59 | +0.86% | 2.04K | +417.72% | 126K | 59.31 | 0.04% | Share |
| 83 | C | Citigroup Inc. | 95.41 | +3.05% | 1.79K | +8.83K% | 126K | 70.9 | 0.04% | Share |
| 84 | MA | Mastercard Inco... | 598.74 | +1.15% | 230 | +75.57% | 126K | 415.38 | 0.04% | Share |
| 85 | ADI | Analog Devices,... | 254.33 | +2.99% | 624 | +23.32% | 125K | 156.73 | 0.04% | Share |
| 86 | AMGN | Amgen Inc. | 294.72 | -0.35% | 388 | +74.77% | 121K | 272.91 | 0.04% | Share |
| 87 | CRM | Salesforce, Inc... | 247.17 | +0.55% | 442 | +36.84% | 118K | 220.15 | 0.04% | Share |
| 88 | ORCL | Oracle Corporat... | 238.22 | +2.17% | 844 | +63.57% | 118K | 116.39 | 0.04% | Share |
| 89 | IT | Gartner, Inc. | 250.66 | +2.45% | 283 | +0.35% | 118K | 270.96 | 0.04% | Share |
| 90 | PEP | PepsiCo, Inc. | 149.36 | +0.26% | 789 | +68.95% | 118K | 154.1 | 0.04% | Share |
| 91 | XOM | Exxon Mobil Cor... | 110.51 | +1.17% | 919 | +308.44% | 109K | 114.46 | 0.04% | Share |
| 92 | UNH | UnitedHealth Gr... | 306.68 | +1.10% | 207 | +71.07% | 108K | 395.24 | 0.04% | Share |
| 93 | TJX | The TJX Compani... | 137.00 | -0.37% | 855 | +53.78% | 104K | 74.29 | 0.03% | Share |
| 94 | INTC | Intel Corporati... | 24.43 | +3.95% | 4.55K | +3.15K% | 103K | 22.95 | 0.03% | Share |
| 95 | VOT | Vanguard Mid-Ca... | 289.49 | +2.11% | 412 | +100.00% | 100K | 244.64 | 0.03% | Share |
| 96 | PYPL | PayPal Holdings... | 69.45 | +2.81% | 1.48K | +5.50% | 96K | 58.81 | 0.03% | Share |
| 97 | VCIT | Vanguard Interm... | 83.43 | +0.69% | 1.13K | -1.31% | 92K | 80.61 | 0.03% | Share |
| 98 | MU | Micron Technolo... | 119.96 | +3.60% | 1.04K | +53.10% | 90K | 70.18 | 0.03% | Share |
| 99 | LIN | Linde plc | 481.00 | +0.06% | 191 | +30.82% | 88K | 382.87 | 0.03% | Share |
| 100 | MRK | Merck & Co., In... | 86.88 | +0.93% | 985 | +402.55% | 88K | 92.02 | 0.03% | Share |
| 101 | BIL | SPDR Bloomberg ... | 91.69 | +0.03% | 966 | -15.26% | 88K | 91.42 | 0.03% | Share |
| 102 | MS | Morgan Stanley | 148.07 | +2.80% | 761 | +39.12% | 88K | 85.85 | 0.03% | Share |
| 103 | MCD | McDonald's Corp... | 313.20 | -0.01% | 279 | +24.00% | 87K | 243.41 | 0.03% | Share |
| 104 | CVS | CVS Health Corp... | 71.46 | +0.04% | 1.28K | +1.68K% | 86K | 67.45 | 0.03% | Share |
| 105 | ELV | Elevance Health... | 316.08 | +2.09% | 199 | +192.65% | 86K | 389.53 | 0.03% | Share |
| 106 | BMY | Bristol-Myers S... | 48.14 | -0.6% | 1.42K | +623.98% | 86K | 58.95 | 0.03% | Share |
| 107 | HLT | Hilton Worldwid... | 276.48 | +2.71% | 377 | +3.29% | 85K | 143.63 | 0.03% | Share |
| 108 | AMT | American Tower ... | 212.89 | +1.51% | 370 | +39.62% | 80K | 196.66 | 0.03% | Share |
| 109 | FELC | Fidelity Coving... | 36.03 | +1.62% | 2.48K | +0.28% | 77K | 29.48 | 0.03% | Share |
| 110 | FBCG | Fidelity Blue C... | 51.15 | +2.31% | 1.93K | +100.00% | 77K | 39.97 | 0.03% | Share |
| 111 | DIS | The Walt Disney... | 119.43 | +2.77% | 784 | +26.66% | 77K | 93.36 | 0.03% | Share |
| 112 | BOND | PIMCO Active Bo... | 92.45 | +0.52% | 839 | 0.00% | 77K | 106.65 | 0.03% | Share |
| 113 | ECL | Ecolab Inc. | 284.63 | +0.55% | 296 | +17.00% | 75K | 173.55 | 0.02% | Share |
| 114 | EMR | Emerson Electri... | 134.11 | +3.09% | 693 | +32.25% | 75K | 100.33 | 0.02% | Share |
| 115 | ACN | Accenture plc | 260.94 | +2.74% | 239 | +69.50% | 74K | 218.33 | 0.02% | Share |
| 116 | IJH | iShares Core S&... | 65.37 | +3.03% | 1.28K | +1.35% | 74K | 62.26 | 0.02% | Share |
| 117 | TSCO | Tractor Supply ... | 61.08 | +0.12% | 1.34K | +10.72% | 74K | 51.88 | 0.02% | Share |
| 118 | CVX | Chevron Corpora... | 157.40 | +1.19% | 423 | +271.05% | 70K | 161.19 | 0.02% | Share |
| 119 | EWJ | iShares MSCI Ja... | 80.14 | +1.83% | 1.02K | -62.85% | 70K | 65.73 | 0.02% | Share |
| 120 | NSC | Norfolk Souther... | 284.03 | -0.11% | 291 | +12.36% | 69K | 202.89 | 0.02% | Share |
| 121 | TSLA | Tesla, Inc. | 336.49 | +5.12% | 266 | +87.32% | 68K | 277.35 | 0.02% | Share |
| 122 | CHD | Church & Dwight... | 94.73 | -0.24% | 614 | +9.84% | 67K | 90.45 | 0.02% | Share |
| 123 | SHOP | Shopify Inc. | 142.84 | +4.50% | 709 | +237.62% | 67K | 83.83 | 0.02% | Share |
| 124 | MMM | 3M Company | 158.28 | +2.53% | 444 | +130.05% | 65K | 124.74 | 0.02% | Share |
| 125 | ITW | Illinois Tool W... | 268.27 | +2.79% | 265 | +45.60% | 65K | 215.19 | 0.02% | Share |
| 126 | BRO | Brown & Brown, ... | 96.61 | +0.22% | 515 | +1.78% | 64K | 27.75 | 0.02% | Share |
| 127 | BND | Vanguard Total ... | 73.79 | +0.57% | 883 | +0.34% | 64K | 80.15 | 0.02% | Share |
| 128 | T | AT&T Inc. | 29.01 | -1.46% | 2.26K | +2.16K% | 63K | 28.04 | 0.02% | Share |
| 129 | DHR | Danaher Corpora... | 211.13 | +3.55% | 308 | +20.78% | 63K | 219.56 | 0.02% | Share |
| 130 | GM | General Motors ... | 58.28 | +3.13% | 1.36K | +100.00% | 63K | 47.03 | 0.02% | Share |
| 131 | REGN | Regeneron Pharm... | 598.82 | +0.11% | 98 | +30.67% | 62K | 777.67 | 0.02% | Share |
| 132 | GILD | Gilead Sciences... | 115.87 | -0.23% | 547 | +72.56% | 61K | 83.65 | 0.02% | Share |
| 133 | VB | Vanguard Small ... | 253.03 | +3.26% | 274 | +1.73K% | 60K | 222.76 | 0.02% | Share |
| 134 | SCHD | Schwab U.S. Div... | 27.93 | +1.49% | 2.17K | -32.81% | 60K | 28.17 | 0.02% | Share |
| 135 | SYK | Stryker Corpora... | 393.24 | +2.19% | 163 | +66.33% | 60K | 243.9 | 0.02% | Share |
| 136 | XLK | Technology Sele... | 263.78 | +1.88% | 292 | -54.38% | 60K | 213.09 | 0.02% | Share |
| 137 | SONY | Sony Group Corp... | 28.66 | +3.71% | 2.4K | 0.00% | 60K | 13.6 | 0.02% | Share |
| 138 | CAH | Cardinal Health... | 149.06 | -1.66% | 421 | +100.00% | 58K | 137.77 | 0.02% | Share |
| 139 | QCOM | QUALCOMM Incorp... | 158.85 | +3.06% | 378 | +455.88% | 58K | 141.85 | 0.02% | Share |
| 140 | PAYX | Paychex, Inc. | 140.49 | +1.51% | 369 | +26.37% | 56K | 85.13 | 0.02% | Share |
| 141 | QUAL | iShares MSCI US... | 189.54 | +1.60% | 326 | +20.74% | 55K | 176.84 | 0.02% | Share |
| 142 | ED | Consolidated Ed... | 100.83 | -0.65% | 493 | +100.00% | 54K | 110.59 | 0.02% | Share |
| 143 | AJG | Arthur J. Galla... | 303.16 | -0.73% | 157 | +44.04% | 54K | 171.66 | 0.02% | Share |
| 144 | CB | Chubb Limited | 277.86 | -0.35% | 180 | +275.00% | 54K | 257.92 | 0.02% | Share |
| 145 | TXN | Texas Instrumen... | 207.32 | +3.29% | 301 | +133.33% | 54K | 148.05 | 0.02% | Share |
| 146 | CI | The Cigna Group | 306.60 | +1.88% | 161 | +100.00% | 52K | 329 | 0.02% | Share |
| 147 | IVV | iShares Core S&... | 649.05 | +1.62% | 94 | +100.00% | 52K | 561.89 | 0.02% | Share |
| 148 | BDX | Becton, Dickins... | 199.14 | +1.28% | 223 | +74.22% | 51K | 229.29 | 0.02% | Share |
| 149 | MCO | Moody's Corpora... | 515.79 | +1.24% | 111 | +32.14% | 51K | 382 | 0.02% | Share |
| 150 | AXP | American Expres... | 320.11 | +3.87% | 191 | +193.85% | 51K | 263.61 | 0.02% | Share |