13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000714364
Total reported value
$402.7M
$402.7M
308 檔
30.8%
During the Q4 2024 filing period, Ogorek Anthony Joseph /ny/ /adv (CIK: 0000714364) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $402.7M across 308 reported positions.
During Q4 2024, Ogorek Anthony Joseph /ny/ /adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 308 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 10.27% | -0.59% | -0.54% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.78% | +0.34% | -0.54% | |
| 3 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 7.67% | -0.02% | -4.63% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 6.88% | — | -5.06% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 6.85% | +0.16% | +183.24% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.60% | +0.16% | +2.27% | |
| 7 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 6.42% | -0.75% | +22208.68% | |
| 8 | PAVE | Global X US Infrastructure | ETF-Other | 3.75% | +0.12% | +0.43% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.39% | — | -7.05% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.77% | -0.02% | +1.14% | |
| 11 | MDT | Medtronic plc | Stock-Healthcare | 2.65% | -0.45% | +3937.58% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 2.53% | +0.13% | -18.65% | |
| 13 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 2.40% | — | -0.05% | |
| 14 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 2.38% | -0.07% | +7.34% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.05% | -0.03% | +0.45% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.76% | +0.05% | -1.43% | |
| 17 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 1.68% | — | +1.98% | |
| 18 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.54% | -0.09% | — | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.45% | +0.23% | +0.17% | |
| 20 | MLN | Vaneck Long Muni ETF | ETF-Other | 1.12% | -0.03% | -41.77% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.08% | -0.51% | |
| 22 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.96% | -0.26% | -48.58% | |
| 23 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.92% | -0.02% | +4.81% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.04% | +1.09% | |
| 25 | DELL | Dell Technologies -c | Stock-Tech | 0.76% | +0.27% | -1.32% | |
| 26 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.70% | -0.82% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.02% | +1.19% | |
| 28 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.67% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.08% | +0.02% | |
| 30 | QCOC | Ft Ndq100 Cns Buff ETF - Oct | ETF-Other | 0.55% | — | — | |
| 31 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.55% | -0.04% | +53.14% | |
| 32 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.54% | +0.01% | -2.01% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.49% | +0.18% | +100.00% | |
| 34 | FMB | First Trust Managed Municipa | ETF-Other | 0.48% | -0.01% | +0.23% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.09% | +0.08% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.44% | -0.02% | -22.24% | |
| 37 | BTU | Peabody Energy Corporation | Stock-Energy | 0.43% | — | — | |
| 38 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.41% | — | +21.61% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.36% | -0.21% | -0.57% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.11% | +6.82% | |
| 41 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.29% | — | -12.73% | |
| 42 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.28% | -0.03% | -8.53% | |
| 43 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.23% | — | -0.07% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.01% | — | |
| 45 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.22% | — | -3.08% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.22% | +0.01% | +291.21% | |
| 47 | URI | United Rentals Inc | Stock-Industrials | 0.20% | +0.01% | +2.51% | |
| 48 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.17% | — | +2.15% | |
| 49 | FMNY | First Trust Ny Muni High Inc | ETF-Other | 0.15% | — | +0.89% | |
| 50 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.15% | — | +6.83% |
According to official SEC Form 13F filings, Ogorek Anthony Joseph /ny/ /adv reported a total U.S. public equity portfolio value of $402.7M across 308 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DJUL, VTI, DMAY) accounted for 30.8% of total reported equity market value during Q4 2024.
During Q4 2024, Ogorek Anthony Joseph /ny/ /adv's top holdings by market value included DJUL (10.3%)、VTI (7.8%)、DMAY (7.7%). The largest single position, DJUL, represented 10.3% of total portfolio value.
In Q4 2024, Ogorek Anthony Joseph /ny/ /adv made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.