Ogorek Anthony Joseph /ny/ /adv
CIK Number: 0000714364
303.88M
Market Value
282
# of Holdings
8 months
Avg. Holding Period
36.05%
Win Rate
14.25%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DJUL | FT Cboe Vest U.... | 43.38 | +0.90% | 769.41K | -0.54% | 32.3M | 36.25 | 10.27% |
| 2 | VTI | Vanguard Total ... | 296.15 | +0.88% | 84.44K | -0.54% | 24.47M | 113.06 | 7.78% |
| 3 | DMAY | FT Cboe Vest U.... | 42.23 | +0.50% | 591.9K | -4.63% | 24.11M | 38.36 | 7.67% |
| 4 | IEF | iShares 7-10 Ye... | 94.03 | -0.28% | 233.8K | -5.06% | 21.61M | 95.77 | 6.88% |
| 5 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 948.43K | +183.24% | 21.53M | 15.83 | 6.85% |
| 6 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 38.48K | +2.27% | 20.73M | 481.73 | 6.60% |
| 7 | CVLC | Calvert US Larg... | 74.31 | +1.02% | 275.07K | +22.21K% | 20.17M | 73.33 | 6.42% |
| 8 | PAVE | Global X U.S. I... | 42.34 | +0.89% | 291.45K | +0.43% | 11.78M | 30.17 | 3.75% |
| 9 | MOAT | VanEck Mornings... | 92.08 | +1.18% | 115.06K | -7.05% | 10.67M | 76.04 | 3.39% |
| 10 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 11.29K | +1.14% | 8.72M | 289.34 | 2.77% |
| 11 | MDT | Medtronic plc | 87.94 | +0.77% | 104.21K | +3.94K% | 8.32M | 79.93 | 2.65% |
| 12 | VUG | Vanguard Growth... | 423.26 | +1.18% | 19.41K | -18.65% | 7.97M | 177.44 | 2.53% |
| 13 | FNOV | FT Cboe Vest U.... | 49.13 | +0.67% | 158.07K | -0.05% | 7.56M | 35.53 | 2.40% |
| 14 | DNOV | FT Cboe Vest U.... | 43.89 | +0.63% | 174.86K | +7.34% | 7.5M | 35.16 | 2.38% |
| 15 | VIG | Vanguard Divide... | 200.94 | +0.24% | 32.86K | +0.45% | 6.43M | 118.62 | 2.05% |
| 16 | AAPL | Apple Inc. | 198.10 | +0.84% | 22.14K | -1.43% | 5.54M | 53.29 | 1.76% |
| 17 | EWJV | iShares MSCI Ja... | 34.45 | -0.89% | 168.81K | +1.98% | 5.28M | 32.6 | 1.68% |
| 18 | DAPR | FT Cboe Vest U.... | 37.30 | +0.47% | 117.49K | 0.00% | 4.85M | 29.46 | 1.54% |
| 19 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 12.56K | +0.17% | 4.56M | 166.16 | 1.45% |
| 20 | MLN | VanEck Long Mun... | 16.80 | -0.09% | 197.17K | -41.77% | 3.52M | 17.32 | 1.12% |
| 21 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 14.77K | -0.51% | 3.42M | 77.97 | 1.09% |
| 22 | VSGX | Vanguard ESG In... | 64.87 | +0.64% | 53.42K | -48.58% | 3.03M | 51.26 | 0.96% |
| 23 | DSEP | FT Cboe Vest U.... | 41.66 | +0.74% | 70.98K | +4.81% | 2.88M | 36.62 | 0.92% |
| 24 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 5.66K | +1.09% | 2.39M | 332.49 | 0.76% |
| 25 | DELL | Dell Technologi... | 113.59 | +3.68% | 20.69K | -1.32% | 2.38M | 51.17 | 0.76% |
| 26 | BINC | Blackrock Etf T... | 52.34 | +0.01% | 42.6K | +100.00% | 2.21M | 52.02 | 0.70% |
| 27 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 9.82K | +1.19% | 2.15M | 98.75 | 0.69% |
| 28 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 9.28K | +0.02% | 1.77M | 70.64 | 0.56% |
| 29 | IEI | iShares 3-7 Yea... | 117.61 | -0.12% | 15.03K | +53.14% | 1.74M | 117 | 0.55% |
| 30 | MGV | Vanguard Mega C... | 129.07 | +0.26% | 13.67K | -2.01% | 1.71M | 73.24 | 0.54% |
| 31 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 8.48K | +100.00% | 1.54M | 49.61 | 0.49% |
| 32 | FMB | First Trust Man... | 49.73 | +0.04% | 29.82K | +0.23% | 1.52M | 53.73 | 0.48% |
| 33 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 7.64K | +0.08% | 1.45M | 101.57 | 0.46% |
| 34 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.01% | 27.72K | -22.24% | 1.39M | 49.51 | 0.44% |
| 35 | DDEC | FT Cboe Vest U.... | 41.00 | +0.58% | 31.86K | +21.61% | 1.28M | 36.59 | 0.41% |
| 36 | ADP | Automatic Data ... | 307.60 | +0.25% | 3.87K | -0.57% | 1.13M | 152.83 | 0.36% |
| 37 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 2.18K | +6.82% | 986K | 179.03 | 0.31% |
| 38 | CATH | Global X S&P 50... | 73.23 | +0.99% | 12.77K | -12.73% | 904K | 54.35 | 0.29% |
| 39 | IHI | iShares U.S. Me... | 61.07 | +0.41% | 15.26K | -8.53% | 890K | 42.67 | 0.28% |
| 40 | DMAR | FT Cboe Vest U.... | 39.06 | +0.36% | 19.14K | -0.07% | 730K | 34.86 | 0.23% |
| 41 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 5.4K | 0.00% | 725K | 44.05 | 0.23% |
| 42 | DFEB | FT Cboe Vest U.... | 43.90 | +0.43% | 16.49K | -3.08% | 704K | 35.39 | 0.22% |
| 43 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 24.84K | +291.21% | 692K | 10.07 | 0.22% |
| 44 | URI | United Rentals,... | 686.86 | -1.15% | 900 | +2.51% | 634K | 678.44 | 0.20% |
| 45 | CL | Colgate-Palmoli... | 90.03 | -0.25% | 5.89K | +2.15% | 535K | 69.85 | 0.17% |
| 46 | FMNY | First Trust New... | 25.95 | +0.15% | 17.51K | +0.89% | 466K | 29.41 | 0.15% |
| 47 | DJUN | FT Cboe Vest U.... | 44.70 | +0.95% | 10.76K | +6.83% | 465K | 42.49 | 0.15% |
| 48 | DJAN | FT Cboe Vest U.... | 39.67 | +0.64% | 11.5K | 0.00% | 449K | 36.06 | 0.14% |
| 49 | SCHI | Schwab 5-10 Yea... | 22.38 | -0.11% | 17.19K | +87.28% | 379K | 21.66 | 0.12% |
| 50 | SGOV | iShares 0-3 Mon... | 100.54 | +0.01% | 3.74K | +11.51% | 375K | 100.38 | 0.12% |
| 51 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 1.72K | +1.02K% | 300K | 171 | 0.10% |
| 52 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 513 | +100.00% | 300K | 586.08 | 0.10% |
| 53 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 1.25K | +0.40% | 298K | 118.32 | 0.09% |
| 54 | IGV | iShares Expande... | 107.30 | +0.97% | 2.83K | -8.75% | 282K | 50.03 | 0.09% |
| 55 | GLW | Corning Incorpo... | 50.72 | +2.25% | 5.92K | -1.87% | 281K | 45.02 | 0.09% |
| 56 | FFEB | FT Cboe Vest U.... | 51.38 | +0.66% | 5.44K | -5.93% | 270K | 37.53 | 0.09% |
| 57 | BNDX | Vanguard Total ... | 49.28 | -0.07% | 4.86K | +1.95% | 238K | 52.48 | 0.08% |
| 58 | ABT | Abbott Laborato... | 133.99 | -1.2% | 1.98K | +0.15% | 223K | 61.61 | 0.07% |
| 59 | NEE | NextEra Energy,... | 73.71 | -1.43% | 3.1K | +0.29% | 221K | 80.32 | 0.07% |
| 60 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 1.22K | 0.00% | 217K | 79.73 | 0.07% |
| 61 | FJUL | FT Cboe Vest U.... | 50.44 | +0.89% | 3.96K | -2.7% | 193K | 38.35 | 0.06% |
| 62 | EWJ | iShares MSCI Ja... | 73.14 | -0.63% | 2.76K | +1.62% | 185K | 65.73 | 0.06% |
| 63 | COST | Costco Wholesal... | 984.10 | -0.62% | 201 | 0.00% | 184K | 487.93 | 0.06% |
| 64 | META | Meta Platforms,... | 701.33 | +2.70% | 313 | +6.83% | 183K | 261.52 | 0.06% |
| 65 | XLC | Communication S... | 104.25 | +1.62% | 1.74K | +0.23% | 168K | 79.37 | 0.05% |
| 66 | APG | APi Group Corpo... | 48.58 | +1.52% | 4.36K | 0.00% | 156K | 33.02 | 0.05% |
| 67 | XLK | Technology Sele... | 242.79 | +1.51% | 640 | +0.16% | 148K | 213.1 | 0.05% |
| 68 | USMV | iShares MSCI US... | 92.66 | -0.38% | 1.61K | +0.50% | 142K | 57.07 | 0.05% |
| 69 | SCHF | Schwab Internat... | 21.89 | +0.44% | 7.55K | +104.39% | 139K | 16.66 | 0.04% |
| 70 | DOCT | FT Cboe Vest U.... | 40.22 | +0.68% | 3.55K | +100.00% | 139K | 39.37 | 0.04% |
| 71 | IT | Gartner, Inc. | 408.75 | +0.93% | 282 | 0.00% | 136K | 270.44 | 0.04% |
| 72 | V | Visa Inc. | 355.07 | +0.63% | 426 | +89.33% | 134K | 268.2 | 0.04% |
| 73 | BILS | SPDR Bloomberg ... | 99.27 | -0.01% | 1.21K | 0.00% | 119K | 99.09 | 0.04% |
| 74 | PYPL | PayPal Holdings... | 72.21 | +1.95% | 1.4K | 0.00% | 119K | 58.46 | 0.04% |
| 75 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 323 | +0.31% | 108K | 202.4 | 0.03% |
| 76 | ADI | Analog Devices,... | 231.43 | +2.84% | 506 | +0.40% | 107K | 146.25 | 0.03% |
| 77 | BIL | SPDR Bloomberg ... | 91.59 | +0.01% | 1.14K | +30.58% | 104K | 91.42 | 0.03% |
| 78 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 704 | +0.72% | 101K | 148.73 | 0.03% |
| 79 | LOW | Lowe's Companie... | 215.74 | -0.7% | 402 | +11.36% | 99K | 111.78 | 0.03% |
| 80 | VCIT | Vanguard Interm... | 81.52 | -0.05% | 1.15K | 0.00% | 92K | 80.61 | 0.03% |
| 81 | HLT | Hilton Worldwid... | 247.02 | +1.29% | 365 | 0.00% | 90K | 140.87 | 0.03% |
| 82 | IBDS | iShares iBonds ... | 24.13 | -0.02% | 3.74K | +1.49% | 89K | 23.58 | 0.03% |
| 83 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 3.23K | +202.81% | 88K | 28.17 | 0.03% |
| 84 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 516 | +0.19% | 86K | 101.5 | 0.03% |
| 85 | IBM | International B... | 281.56 | +1.57% | 382 | -2.05% | 84K | 134.55 | 0.03% |
| 86 | FELC | Fidelity Coving... | 33.52 | +0.81% | 2.47K | +0.28% | 81K | 29.48 | 0.03% |
| 87 | IJH | iShares Core S&... | 60.66 | +0.67% | 1.26K | +100.00% | 78K | 62.31 | 0.02% |
| 88 | HD | The Home Depot,... | 353.06 | -0.45% | 202 | +7.45% | 78K | 306.39 | 0.02% |
| 89 | BOND | PIMCO Active Bo... | 90.77 | -0.18% | 839 | 0.00% | 75K | 106.65 | 0.02% |
| 90 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 467 | -2.91% | 71K | 156.97 | 0.02% |
| 91 | MA | Mastercard Inco... | 568.14 | +1.09% | 131 | 0.00% | 69K | 315.08 | 0.02% |
| 92 | DIS | The Walt Disney... | 119.45 | +1.28% | 619 | -5.35% | 68K | 91.94 | 0.02% |
| 93 | MS | Morgan Stanley | 130.65 | +0.90% | 547 | -14.13% | 68K | 73.8 | 0.02% |
| 94 | TJX | The TJX Compani... | 124.16 | +0.20% | 556 | +0.18% | 67K | 48.74 | 0.02% |
| 95 | MCD | McDonald's Corp... | 295.94 | -1.98% | 225 | +9.76% | 65K | 226.87 | 0.02% |
| 96 | EMR | Emerson Electri... | 128.64 | +2.47% | 524 | 0.00% | 64K | 97.33 | 0.02% |
| 97 | TSCO | Tractor Supply ... | 51.63 | +0.17% | 1.21K | +403.32% | 64K | 51.54 | 0.02% |
| 98 | PG | The Procter & G... | 160.70 | +0.26% | 378 | +0.27% | 63K | 143.65 | 0.02% |
| 99 | BND | Vanguard Total ... | 72.56 | -0.19% | 880 | +63.87% | 63K | 80.17 | 0.02% |
| 100 | WMT | Walmart Inc. | 94.23 | -0.22% | 688 | 0.00% | 62K | 28.3 | 0.02% |
| 101 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 121 | 0.00% | 61K | 303.9 | 0.02% |
| 102 | LIN | Linde plc | 465.93 | -0.01% | 146 | -16.57% | 61K | 357.37 | 0.02% |
| 103 | NSC | Norfolk Souther... | 251.90 | +1.33% | 259 | +0.39% | 60K | 198.69 | 0.02% |
| 104 | ECL | Ecolab Inc. | 266.18 | +0.75% | 253 | 0.00% | 59K | 159.96 | 0.02% |
| 105 | WST | West Pharmaceut... | 224.09 | +0.98% | 180 | 0.00% | 59K | 346.47 | 0.02% |
| 106 | DHR | Danaher Corpora... | 200.98 | +0.15% | 255 | 0.00% | 58K | 222.59 | 0.02% |
| 107 | AMGN | Amgen Inc. | 295.12 | -0.03% | 222 | +0.45% | 58K | 244.02 | 0.02% |
| 108 | CHD | Church & Dwight... | 97.70 | +0.63% | 559 | +0.36% | 58K | 88.52 | 0.02% |
| 109 | MU | Micron Technolo... | 119.73 | +3.57% | 678 | -49.85% | 57K | 61.3 | 0.02% |
| 110 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 142 | 0.00% | 57K | 293.23 | 0.02% |
| 111 | IBDT | iShares iBonds ... | 25.22 | +0.01% | 2.33K | +1.57% | 57K | 24.52 | 0.02% |
| 112 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 208 | +100.00% | 54K | 264.13 | 0.02% |
| 113 | REGN | Regeneron Pharm... | 522.29 | -1.31% | 75 | -25% | 53K | 821.67 | 0.02% |
| 114 | SITE | SiteOne Landsca... | 119.42 | +0.55% | 400 | 0.00% | 52K | 136.87 | 0.02% |
| 115 | RY | Royal Bank of C... | 128.88 | +0.88% | 425 | 0.00% | 51K | 79.2 | 0.02% |
| 116 | BRO | Brown & Brown, ... | 106.88 | +0.24% | 506 | +0.20% | 51K | 26.03 | 0.02% |
| 117 | SONY | Sony Group Corp... | 26.12 | +0.73% | 2.4K | +400.00% | 50K | 13.6 | 0.02% |
| 118 | ACN | Accenture plc | 313.78 | +0.66% | 141 | 0.00% | 49K | 153.2 | 0.02% |
| 119 | AMT | American Tower ... | 214.85 | +0.03% | 265 | -4.68% | 48K | 188.36 | 0.02% |
| 120 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 270 | +100.00% | 48K | 178.08 | 0.02% |
| 121 | ITW | Illinois Tool W... | 244.12 | +1.09% | 182 | -8.54% | 46K | 200.23 | 0.01% |
| 122 | NTDOY | Nintendo Co., L... | 20.79 | +0.34% | 2.95K | 0.00% | 43K | 10.94 | 0.01% |
| 123 | AMD | Advanced Micro ... | 126.24 | +8.68% | 350 | 0.00% | 42K | 98.53 | 0.01% |
| 124 | PAYX | Paychex, Inc. | 153.51 | +0.19% | 292 | +0.34% | 41K | 66.9 | 0.01% |
| 125 | VXUS | Vanguard Total ... | 68.37 | +0.63% | 706 | -6.61% | 41K | 60.48 | 0.01% |
| 126 | DDOG | Datadog, Inc. | 121.86 | +1.17% | 290 | 0.00% | 41K | 65.41 | 0.01% |
| 127 | MCO | Moody's Corpora... | 475.97 | +0.87% | 84 | 0.00% | 39K | 355.11 | 0.01% |
| 128 | VZ | Verizon Communi... | 42.42 | -1.37% | 951 | +18.88% | 38K | 52.99 | 0.01% |
| 129 | TGT | Target Corporat... | 97.44 | +2.17% | 282 | -5.69% | 38K | 148.96 | 0.01% |
| 130 | IBDQ | iShares iBonds ... | 25.13 | +0.02% | 1.52K | +0.86% | 38K | 24.46 | 0.01% |
| 131 | FTEC | Fidelity MSCI I... | 188.34 | +1.53% | 209 | 0.00% | 38K | 155.92 | 0.01% |
| 132 | BX | Blackstone Inc. | 137.85 | +1.06% | 215 | +100.00% | 37K | 172.42 | 0.01% |
| 133 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 73 | +15.87% | 37K | 378.95 | 0.01% |
| 134 | MKC | McCormick & Com... | 73.80 | -0.28% | 496 | -25.19% | 37K | 71.47 | 0.01% |
| 135 | MTB | M&T Bank Corpor... | 179.99 | +1.10% | 192 | -46.81% | 36K | 168.24 | 0.01% |
| 136 | MRNA | Moderna, Inc. | 26.00 | -2.53% | 848 | +19.27% | 35K | 88.76 | 0.01% |
| 137 | SYK | Stryker Corpora... | 376.80 | -0.13% | 98 | 0.00% | 35K | 158.77 | 0.01% |
| 138 | IJR | iShares Core S&... | 106.86 | +0.53% | 302 | +100.00% | 34K | 115.22 | 0.01% |
| 139 | BR | Broadridge Fina... | 238.84 | +0.70% | 153 | 0.00% | 34K | 91.39 | 0.01% |
| 140 | CBU | Community Bank ... | 54.74 | -0.71% | 556 | +0.72% | 34K | 58.55 | 0.01% |
| 141 | LHX | L3Harris Techno... | 247.20 | -3.81% | 165 | 0.00% | 34K | 206 | 0.01% |
| 142 | XOP | SPDR S&P Oil & ... | 133.01 | +0.17% | 250 | +100.00% | 33K | 132.37 | 0.01% |
| 143 | IVW | iShares S&P 500... | 106.17 | +1.01% | 328 | 0.00% | 33K | 40.65 | 0.01% |
| 144 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 35 | 0.00% | 31K | 321.71 | < 0.01% |
| 145 | FDS | FactSet Researc... | 421.05 | +0.27% | 65 | 0.00% | 31K | 192.75 | < 0.01% |
| 146 | RH | RH | 189.75 | +0.33% | 80 | -26.61% | 31K | 448.28 | < 0.01% |
| 147 | TD | The Toronto-Dom... | 71.01 | +0.30% | 600 | 0.00% | 31K | 56.13 | < 0.01% |
| 148 | AJG | Arthur J. Galla... | 315.92 | -0.23% | 109 | 0.00% | 31K | 95.23 | < 0.01% |
| 149 | IBDR | iShares iBonds ... | 24.17 | +0.04% | 1.3K | +0.77% | 31K | 23.6 | < 0.01% |
| 150 | GILD | Gilead Sciences... | 110.72 | +0.67% | 317 | -19.54% | 29K | 63.04 | < 0.01% |