OGOREK ANTHONY JOSEPH /NY/ /ADV
Q1 2025 13F Holdings
- Locationwilliamsville, NY
- Num holdings
686
- Value ($000)
$304
- Date Filed05/09/2025
- Form type13F-HR
- CIK0000714364
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DJUL DJUL | FT CBOE VEST US EQUITY DEEP BUFFER JULY | 33740F698 | $31.19K | 10 % | 762,538 | ||
VTI VTI | VANGUARD TOTAL STOCK MARKET (ETF) | 922908769 | $23.25K | 8 % | 84,603 | ||
BINC BINC | ISHARES FLEXIBLE INCME ACTIVE ETF | 092528603 | $22.13K | 7 % | 422,569 | ||
VOO VOO | VANGUARD 500 ETF | 922908363 | $19.84K | 7 % | 38,607 | ||
SCHB SCHB | SCHWAB U.S. BROAD MARKET | 808524102 | $19.55K | 6 % | 908,303 | ||
CVLC CVLC | CALVERT US LARGE-CP COR RSPNB ETF | 61774R205 | $19.18K | 6 % | 278,164 | ||
DOCT | FT VEST US EQUITY DEEP BUFFER | 33740F672 | $11.89K | 4 % | 309,983 | ||
YSEP YSEP | FT VEST INTERNATIONAL EQUITY BUFFER | 33740U828 | $11.83K | 4 % | 520,533 | ||
PAVE PAVE | GLOBAL X US INFRASTRUCTURE DEV ETF | 37954Y673 | $10.71K | 4 % | 283,732 | ||
LLY LLY | ELI LILLY & CO | 532457108 | $9.37K | 3 % | 11,344 |
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