The Analysis of OGOREK ANTHONY JOSEPH /NY/ /ADV's Holdings & P&L


Currently, OGOREK ANTHONY JOSEPH /NY/ /ADV holds 715 types of securities in its portfolio with a total value $402.7K. In the most recent quarter, they have increased their positions in YDEC (+799.0K shares, valued at $22.0K), BINC (+289.9K shares, valued at $15.2K), SCHI (+465.5K shares, valued at $10.5K); decreased their positions in YSEP (-517.2K shares, valued at $14.1K), YMAR (-361.0K shares, valued at $10.3K), DELL (-16.3K shares, valued at $7.0K); initiated new positions in YDEC (+799.0K shares, valued at $22.0K), VEXC (+78.6K shares, valued at $7.6K), MINT (+73.8K shares, valued at $7.4K).


1M P&L
-1.0M-0.30%
3M P&L
+8.8M+2.61%
HY P&L
-17.8M-4.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A293.0K
82.6%
2Drug Manufacturers - General10.6K
3.0%
3Farm & Heavy Construction Machinery9.4K
2.6%

Top Industries by Stock Count

1N/A135 stocks
21.5%
2Utilities - Regulated Electric16 stocks
2.6%
3Software - Application15 stocks
2.4%
Stock Holdings
BINC
BINC
62.35%
Shares754.9K
Event2026-06-30
Filed2026-08-07
VTI
VTI
0.45%
Shares84.6K
Event2026-06-30
Filed2026-08-07
DJUL
DJUL
-13.98%
Shares589.9K
Event2026-06-30
Filed2026-08-07
YDEC
YDEC
New
Shares799.0K
Event2026-06-30
Filed2026-08-07
VOO
VOO
-13.19%
Shares29.0K
Event2026-06-30
Filed2026-08-07
VXUS
VXUS
-0.54%
Shares213.8K
Event2026-06-30
Filed2026-08-07
SCHB
SCHB
-7.41%
Shares542.0K
Event2026-06-30
Filed2026-08-07
CVLC
CVLC
-22.36%
Shares149.5K
Event2026-06-30
Filed2026-08-07
DOCT
DOCT
-6.31%
Shares284.4K
Event2026-06-30
Filed2026-08-07
VSGX
VSGX
-10.17%
Shares139.1K
Event2026-06-30
Filed2026-08-07
SCHI
SCHI
5824.02%
Shares473.4K
Event2026-06-30
Filed2026-08-07
PAVE
PAVE
-27.11%
Shares168.0K
Event2026-06-30
Filed2026-08-07
LLY
LLY
-34.49%
Shares8.2K
Event2026-06-30
Filed2026-08-07
DNOV
DNOV
7.17%
Shares185.6K
Event2026-06-30
Filed2026-08-07
VUG
VUG
476.39%
Shares110.0K
Event2026-06-30
Filed2026-08-07
CAT
CAT
-33.68%
Shares8.7K
Event2026-06-30
Filed2026-08-07
MDT
MDT
0.46%
Shares104.7K
Event2026-06-30
Filed2026-08-07
VEXC
VEXC
New
Shares78.6K
Event2026-06-30
Filed2026-08-07
MINT
MINT
New
Shares73.8K
Event2026-06-30
Filed2026-08-07
VIG
VIG
-9.23%
Shares29.8K
Event2026-06-30
Filed2026-08-07
BRK.B
BRK.B
-3.56%
Shares13.1K
Event2026-06-30
Filed2026-08-07
AAPL
AAPL
-7.98%
Shares21.5K
Event2026-06-30
Filed2026-08-07
MUNY
MUNY
New
Shares57.9K
Event2026-06-30
Filed2026-08-07
YMAR
YMAR
-70.11%
Shares153.9K
Event2026-06-30
Filed2026-08-07
AVGO
AVGO
-34.06%
Shares9.9K
Event2026-06-30
Filed2026-08-07
DSEP
DSEP
-2.60%
Shares74.8K
Event2026-06-30
Filed2026-08-07
FAPR
FAPR
-31.78%
Shares72.7K
Event2026-06-30
Filed2026-08-07
GOOGL
GOOGL
-5.74%
Shares9.0K
Event2026-06-30
Filed2026-08-07
GOOG
GOOG
-6.47%
Shares8.8K
Event2026-06-30
Filed2026-08-07
GJAN
GJAN
New
Shares68.8K
Event2026-06-30
Filed2026-08-07
VGK
VGK
77.24%
Shares34.8K
Event2026-06-30
Filed2026-08-07
AMZN
AMZN
-5.60%
Shares9.8K
Event2026-06-30
Filed2026-08-07
CLOA
CLOA
New
Shares44.4K
Event2026-06-30
Filed2026-08-07
PANW
PANW
-30.71%
Shares5.9K
Event2026-06-30
Filed2026-08-07
DELL
DELL
-79.11%
Shares4.3K
Event2026-06-30
Filed2026-08-07
VBIL
VBIL
New
Shares24.3K
Event2026-06-30
Filed2026-08-07
IEI
IEI
55.54%
Shares13.4K
Event2026-06-30
Filed2026-08-07
DMAY
DMAY
-30.62%
Shares33.0K
Event2026-06-30
Filed2026-08-07
MLN
MLN
-19.93%
Shares86.3K
Event2026-06-30
Filed2026-08-07
BRK.A
BRK.A
0.00%
Shares2
Event2026-06-30
Filed2026-08-07
MGV
MGV
-34.01%
Shares8.7K
Event2026-06-30
Filed2026-08-07
MSFT
MSFT
-10.22%
Shares3.5K
Event2026-06-30
Filed2026-08-07
VTEB
VTEB
2.15%
Shares23.8K
Event2026-06-30
Filed2026-08-07
NVDA
NVDA
-2.46%
Shares5.9K
Event2026-06-30
Filed2026-08-07
APH
APH
-1.09%
Shares5.4K
Event2026-06-30
Filed2026-08-07
SCHG
SCHG
-3.58%
Shares27.2K
Event2026-06-30
Filed2026-08-07
JPM
JPM
-4.00%
Shares2.6K
Event2026-06-30
Filed2026-08-07
MU
MU
-39.50%
Shares602
Event2026-06-30
Filed2026-08-07
WMT
WMT
-6.25%
Shares6.0K
Event2026-06-30
Filed2026-08-07
DDEC
DDEC
120.75%
Shares12.6K
Event2026-06-30
Filed2026-08-07
IHI
IHI
-0.81%
Shares11.7K
Event2026-06-30
Filed2026-08-07
FNOV
FNOV
-0.50%
Shares9.7K
Event2026-06-30
Filed2026-08-07
CL
CL
0.74%
Shares6.0K
Event2026-06-30
Filed2026-08-07
SCHF
SCHF
10.44%
Shares19.4K
Event2026-06-30
Filed2026-08-07
SGOV
SGOV
20.53%
Shares5.1K
Event2026-06-30
Filed2026-08-07
ABBV
ABBV
-3.15%
Shares1.9K
Event2026-06-30
Filed2026-08-07
NFLX
NFLX
12082.35%
Shares6.2K
Event2026-06-30
Filed2026-08-07
XLK
XLK
100.17%
Shares2.3K
Event2026-06-30
Filed2026-08-07
FMB
FMB
-73.82%
Shares7.9K
Event2026-06-30
Filed2026-08-07
GDEC
GDEC
New
Shares10.1K
Event2026-06-30
Filed2026-08-07
INTC
INTC
-40.33%
Shares2.9K
Event2026-06-30
Filed2026-08-07
VGT
VGT
693.68%
Shares3.0K
Event2026-06-30
Filed2026-08-07
RSP
RSP
-5.40%
Shares1.5K
Event2026-06-30
Filed2026-08-07
JNJ
JNJ
-10.21%
Shares1.2K
Event2026-06-30
Filed2026-08-07
QQQ
QQQ
5.87%
Shares415
Event2026-06-30
Filed2026-08-07
QCOC
QCOC
-85.34%
Shares12.6K
Event2026-06-30
Filed2026-08-07
ABT
ABT
8.29%
Shares3.1K
Event2026-06-30
Filed2026-08-07
NEE
NEE
-1.65%
Shares3.2K
Event2026-06-30
Filed2026-08-07
APG
APG
0.00%
Shares6.5K
Event2026-06-30
Filed2026-08-07
VYM
VYM
828.80%
Shares1.7K
Event2026-06-30
Filed2026-08-07
COST
COST
7.87%
Shares288
Event2026-06-30
Filed2026-08-07
SPY
SPY
0.90%
Shares336
Event2026-06-30
Filed2026-08-07
IGV
IGV
-2.43%
Shares2.6K
Event2026-06-30
Filed2026-08-07
BILS
BILS
-12.67%
Shares2.4K
Event2026-06-30
Filed2026-08-07
DJAN
DJAN
-1.67%
Shares5.1K
Event2026-06-30
Filed2026-08-07
SCHD
SCHD
-7.46%
Shares7.2K
Event2026-06-30
Filed2026-08-07
BIL
BIL
125.92%
Shares2.2K
Event2026-06-30
Filed2026-08-07
CEF
CEF
New
Shares5.0K
Event2026-06-30
Filed2026-08-07
CVX
CVX
46.21%
Shares1.2K
Event2026-06-30
Filed2026-08-07
V
V
-7.53%
Shares565
Event2026-06-30
Filed2026-08-07
META
META
-40.18%
Shares341
Event2026-06-30
Filed2026-08-07
VIK
VIK
New
Shares1.8K
Event2026-06-30
Filed2026-08-07
ADI
ADI
-23.28%
Shares468
Event2026-06-30
Filed2026-08-07
MS
MS
-7.41%
Shares875
Event2026-06-30
Filed2026-08-07
CSCO
CSCO
-28.27%
Shares1.6K
Event2026-06-30
Filed2026-08-07
GRID
GRID
New
Shares889
Event2026-06-30
Filed2026-08-07
XLC
XLC
-11.57%
Shares1.6K
Event2026-06-30
Filed2026-08-07
YJUN
YJUN
-77.56%
Shares6.2K
Event2026-06-30
Filed2026-08-07
FJUL
FJUL
-5.95%
Shares2.6K
Event2026-06-30
Filed2026-08-07
PG
PG
10.03%
Shares1.1K
Event2026-06-30
Filed2026-08-07
BAC
BAC
-14.35%
Shares2.7K
Event2026-06-30
Filed2026-08-07
USMV
USMV
1.98%
Shares1.6K
Event2026-06-30
Filed2026-08-07
GLW
GLW
-11.54%
Shares590
Event2026-06-30
Filed2026-08-07
VLO
VLO
16.32%
Shares563
Event2026-06-30
Filed2026-08-07
HD
HD
-6.12%
Shares399
Event2026-06-30
Filed2026-08-07
IBM
IBM
-9.82%
Shares496
Event2026-06-30
Filed2026-08-07
AMGN
AMGN
-4.86%
Shares372
Event2026-06-30
Filed2026-08-07
MTB
MTB
-3.26%
Shares564
Event2026-06-30
Filed2026-08-07
VZ
VZ
-11.84%
Shares3.1K
Event2026-06-30
Filed2026-08-07
VOT
VOT
0.00%
Shares412
Event2026-06-30
Filed2026-08-07
MRK
MRK
-5.04%
Shares980
Event2026-06-30
Filed2026-08-07
TJX
TJX
-5.28%
Shares825
Event2026-06-30
Filed2026-08-07
LOW
LOW
-5.25%
Shares560
Event2026-06-30
Filed2026-08-07
MCD
MCD
-2.97%
Shares457
Event2026-06-30
Filed2026-08-07
URI
URI
-4.42%
Shares108
Event2026-06-30
Filed2026-08-07
XOM
XOM
-27.42%
Shares879
Event2026-06-30
Filed2026-08-07
FBND
FBND
0.00%
Shares2.6K
Event2026-06-30
Filed2026-08-07
FBCG
FBCG
0.00%
Shares1.9K
Event2026-06-30
Filed2026-08-07
C
C
-34.26%
Shares850
Event2026-06-30
Filed2026-08-07
HLT
HLT
-7.41%
Shares350
Event2026-06-30
Filed2026-08-07
ORCL
ORCL
-9.11%
Shares718
Event2026-06-30
Filed2026-08-07
FELC
FELC
0.24%
Shares2.5K
Event2026-06-30
Filed2026-08-07
PYPL
PYPL
37.64%
Shares2.4K
Event2026-06-30
Filed2026-08-07
GS
GS
-17.21%
Shares101
Event2026-06-30
Filed2026-08-07
MPC
MPC
-18.13%
Shares402
Event2026-06-30
Filed2026-08-07
AMD
AMD
-24.67%
Shares171
Event2026-06-30
Filed2026-08-07
CVS
CVS
-26.16%
Shares954
Event2026-06-30
Filed2026-08-07
VCIT
VCIT
0.00%
Shares1.1K
Event2026-06-30
Filed2026-08-07
UNH
UNH
11.40%
Shares215
Event2026-06-30
Filed2026-08-07
WFC
WFC
-31.26%
Shares1.1K
Event2026-06-30
Filed2026-08-07
YSEP
YSEP
-99.39%
Shares3.2K
Event2026-06-30
Filed2026-08-07
XLV
XLV
0.00%
Shares550
Event2026-06-30
Filed2026-08-07
NSC
NSC
-5.14%
Shares277
Event2026-06-30
Filed2026-08-07
PSX
PSX
-8.35%
Shares516
Event2026-06-30
Filed2026-08-07
RY
RY
0.00%
Shares425
Event2026-06-30
Filed2026-08-07
CRM
CRM
29.33%
Shares560
Event2026-06-30
Filed2026-08-07
TQQQ
TQQQ
New
Shares1.1K
Event2026-06-30
Filed2026-08-07
ELV
ELV
2.87%
Shares215
Event2026-06-30
Filed2026-08-07
EMR
EMR
-18.83%
Shares582
Event2026-06-30
Filed2026-08-07
TSLA
TSLA
-27.21%
Shares198
Event2026-06-30
Filed2026-08-07
IJH
IJH
0.86%
Shares1.1K
Event2026-06-30
Filed2026-08-07
ADP
ADP
-91.06%
Shares359
Event2026-06-30
Filed2026-08-07
BMY
BMY
27.59%
Shares1.4K
Event2026-06-30
Filed2026-08-07
SHOP
SHOP
0.00%
Shares709
Event2026-06-30
Filed2026-08-07
VB
VB
0.00%
Shares266
Event2026-06-30
Filed2026-08-07
VCR
VCR
0.00%
Shares200
Event2026-06-30
Filed2026-08-07
TXN
TXN
3.56%
Shares262
Event2026-06-30
Filed2026-08-07
BOND
BOND
0.00%
Shares839
Event2026-06-30
Filed2026-08-07
DDOG
DDOG
0.34%
Shares293
Event2026-06-30
Filed2026-08-07
LIN
LIN
-24.62%
Shares147
Event2026-06-30
Filed2026-08-07
EWJ
EWJ
-21.86%
Shares808
Event2026-06-30
Filed2026-08-07
MA
MA
-10.98%
Shares146
Event2026-06-30
Filed2026-08-07
ASML
ASML
0.00%
Shares37
Event2026-06-30
Filed2026-08-07
LRCX
LRCX
-39.13%
Shares168
Event2026-06-30
Filed2026-08-07
CELC
CELC
19.71%
Shares662
Event2026-06-30
Filed2026-08-07
ITW
ITW
0.78%
Shares258
Event2026-06-30
Filed2026-08-07
GM
GM
-20.37%
Shares895
Event2026-06-30
Filed2026-08-07
PEP
PEP
3.25%
Shares509
Event2026-06-30
Filed2026-08-07
PAYX
PAYX
92.37%
Shares681
Event2026-06-30
Filed2026-08-07
COF
COF
-14.03%
Shares331
Event2026-06-30
Filed2026-08-07
DHR
DHR
-6.20%
Shares348
Event2026-06-30
Filed2026-08-07
MRNA
MRNA
-10.21%
Shares950
Event2026-06-30
Filed2026-08-07
REGN
REGN
-1.90%
Shares103
Event2026-06-30
Filed2026-08-07
ED
ED
21.54%
Shares570
Event2026-06-30
Filed2026-08-07
OKE
OKE
45.36%
Shares705
Event2026-06-30
Filed2026-08-07
TGT
TGT
21.65%
Shares472
Event2026-06-30
Filed2026-08-07
FTEC
FTEC
0.00%
Shares210
Event2026-06-30
Filed2026-08-07
JPST
JPST
New
Shares1.2K
Event2026-06-30
Filed2026-08-07
AMAT
AMAT
-19.61%
Shares82
Event2026-06-30
Filed2026-08-07
CB
CB
-3.89%
Shares173
Event2026-06-30
Filed2026-08-07
GILD
GILD
-15.36%
Shares463
Event2026-06-30
Filed2026-08-07
HON
HON
217.07%
Shares260
Event2026-06-30
Filed2026-08-07
SLB
SLB
492.42%
Shares1.3K
Event2026-06-30
Filed2026-08-07
HONA
HONA
New
Shares258
Event2026-06-30
Filed2026-08-07
DE
DE
-5.43%
Shares87
Event2026-06-30
Filed2026-08-07
QUAL
QUAL
-18.39%
Shares253
Event2026-06-30
Filed2026-08-07
TRV
TRV
-13.78%
Shares169
Event2026-06-30
Filed2026-08-07
DAL
DAL
-5.57%
Shares576
Event2026-06-30
Filed2026-08-07
LHX
LHX
-7.61%
Shares182
Event2026-06-30
Filed2026-08-07
AXP
AXP
-33.33%
Shares156
Event2026-06-30
Filed2026-08-07
COR
COR
-6.12%
Shares184
Event2026-06-30
Filed2026-08-07
MMM
MMM
-21.75%
Shares313
Event2026-06-30
Filed2026-08-07
HPE
HPE
-23.17%
Shares1.1K
Event2026-06-30
Filed2026-08-07
IAU
IAU
New
Shares672
Event2026-06-30
Filed2026-08-07
NFG
NFG
370.00%
Shares658
Event2026-06-30
Filed2026-08-07
QCOM
QCOM
-32.35%
Shares274
Event2026-06-30
Filed2026-08-07
SYK
SYK
-10.11%
Shares160
Event2026-06-30
Filed2026-08-07
FFEB
FFEB
-61.43%
Shares812
Event2026-06-30
Filed2026-08-07
UNP
UNP
-8.12%
Shares181
Event2026-06-30
Filed2026-08-07
BK
BNY
-18.63%
Shares332
Event2026-06-30
Filed2026-08-07
CNC
CNC
11.26%
Shares761
Event2026-06-30
Filed2026-08-07
ISRG
ISRG
-3.17%
Shares122
Event2026-06-30
Filed2026-08-07
L
L
-11.67%
Shares424
Event2026-06-30
Filed2026-08-07
SONY
SONY
0.00%
Shares2.4K
Event2026-06-30
Filed2026-08-07
TRGP
TRGP
23.13%
Shares181
Event2026-06-30
Filed2026-08-07
VT
VT
New
Shares295
Event2026-06-30
Filed2026-08-07
ACN
ACN
46.77%
Shares364
Event2026-06-30
Filed2026-08-07
EXC
EXC
-0.91%
Shares981
Event2026-06-30
Filed2026-08-07
IVW
IVW
-7.87%
Shares328
Event2026-06-30
Filed2026-08-07
MCO
MCO
-10.62%
Shares101
Event2026-06-30
Filed2026-08-07
ROP
ROP
191.30%
Shares134
Event2026-06-30
Filed2026-08-07
SYY
SYY
10.06%
Shares547
Event2026-06-30
Filed2026-08-07
WDC
WDC
-65.87%
Shares71
Event2026-06-30
Filed2026-08-07
ROST
ROST
7.25%
Shares207
Event2026-06-30
Filed2026-08-07
GD
GD
-9.70%
Shares121
Event2026-06-30
Filed2026-08-07
UPS
UPS
37.20%
Shares402
Event2026-06-30
Filed2026-08-07
MO
MO
-6.61%
Shares593
Event2026-06-30
Filed2026-08-07
LNG
LNG
104.65%
Shares176
Event2026-06-30
Filed2026-08-07
ECL
ECL
-51.43%
Shares153
Event2026-06-30
Filed2026-08-07
HUM
HUM
33.33%
Shares108
Event2026-06-30
Filed2026-08-07
RTX
RTX
-21.53%
Shares226
Event2026-06-30
Filed2026-08-07
AFL
AFL
-8.29%
Shares354
Event2026-06-30
Filed2026-08-07
XLP
XLP
0.00%
Shares500
Event2026-06-30
Filed2026-08-07
CRWD
CRWD
0.00%
Shares55
Event2026-06-30
Filed2026-08-07
GIS
GIS
104.25%
Shares1.2K
Event2026-06-30
Filed2026-08-07
SRE
SRE
10.58%
Shares439
Event2026-06-30
Filed2026-08-07
XOP
XOP
1.57%
Shares259
Event2026-06-30
Filed2026-08-07
AZN
AZN
-50.12%
Shares208
Event2026-06-30
Filed2026-08-07
CHD
CHD
-36.48%
Shares404
Event2026-06-30
Filed2026-08-07
CBU
CBU
2.28%
Shares583
Event2026-06-30
Filed2026-08-07
DIS
DIS
-50.97%
Shares404
Event2026-06-30
Filed2026-08-07
GAPR
GAPR
New
Shares924
Event2026-06-30
Filed2026-08-07
IQLT
IQLT
-10.48%
Shares769
Event2026-06-30
Filed2026-08-07
VO
VO
300.00%
Shares476
Event2026-06-30
Filed2026-08-07
VRTX
VRTX
11.43%
Shares78
Event2026-06-30
Filed2026-08-07
EBAY
EBAY
-13.54%
Shares332
Event2026-06-30
Filed2026-08-07
NTDOY
NTDOY
19.93%
Shares3.5K
Event2026-06-30
Filed2026-08-07
BKR
BKR
-1.20%
Shares658
Event2026-06-30
Filed2026-08-07
O
O
-6.89%
Shares581
Event2026-06-30
Filed2026-08-07
TMO
TMO
105.88%
Shares70
Event2026-06-30
Filed2026-08-07
FNV
FNV
New
Shares162
Event2026-06-30
Filed2026-08-07
KLAC
KLAC
522.22%
Shares112
Event2026-06-30
Filed2026-08-07
AEP
AEP
-10.74%
Shares241
Event2026-06-30
Filed2026-08-07
BIIB
BIIB
-11.63%
Shares152
Event2026-06-30
Filed2026-08-07
BRO
BRO
-1.16%
Shares511
Event2026-06-30
Filed2026-08-07
CP
CP
0.00%
Shares375
Event2026-06-30
Filed2026-08-07
GEV
GEV
7.69%
Shares28
Event2026-06-30
Filed2026-08-07
HWM
HWM
-17.24%
Shares120
Event2026-06-30
Filed2026-08-07
KHC
KHC
1.56%
Shares1.4K
Event2026-06-30
Filed2026-08-07
APD
APD
21.35%
Shares108
Event2026-06-30
Filed2026-08-07
HAL
HAL
-4.65%
Shares922
Event2026-06-30
Filed2026-08-07
PGR
PGR
26.79%
Shares142
Event2026-06-30
Filed2026-08-07
AJG
AJG
-16.98%
Shares132
Event2026-06-30
Filed2026-08-07
ATO
ATO
3.51%
Shares177
Event2026-06-30
Filed2026-08-07
DINO
DINO
-19.52%
Shares437
Event2026-06-30
Filed2026-08-07
HBAN
HBAN
-15.33%
Shares1.7K
Event2026-06-30
Filed2026-08-07
MAR
MAR
-18.18%
Shares81
Event2026-06-30
Filed2026-08-07
KO
KO
-11.89%
Shares378
Event2026-06-30
Filed2026-08-07
TSCO
TSCO
-23.81%
Shares963
Event2026-06-30
Filed2026-08-07
WELL
WELL
3.05%
Shares135
Event2026-06-30
Filed2026-08-07
FDX
FDX
-5.05%
Shares94
Event2026-06-30
Filed2026-08-07
MET
MET
-27.71%
Shares347
Event2026-06-30
Filed2026-08-07
MSI
MSI
10.94%
Shares71
Event2026-06-30
Filed2026-08-07
ALL
ALL
-15.00%
Shares119
Event2026-06-30
Filed2026-08-07
BDX
BDX
-12.56%
Shares188
Event2026-06-30
Filed2026-08-07
EFV
EFV
-25.80%
Shares371
Event2026-06-30
Filed2026-08-07
PEG
PEG
65.57%
Shares351
Event2026-06-30
Filed2026-08-07
STX
STX
-65.52%
Shares30
Event2026-06-30
Filed2026-08-07
SBUX
SBUX
22.71%
Shares281
Event2026-06-30
Filed2026-08-07
TROW
TROW
-8.96%
Shares254
Event2026-06-30
Filed2026-08-07
EWJV
EWJV
0.48%
Shares626
Event2026-06-30
Filed2026-08-07
PFE
PFE
17.16%
Shares1.2K
Event2026-06-30
Filed2026-08-07
STT
STT
-17.95%
Shares160
Event2026-06-30
Filed2026-08-07
AWK
AWK
93.40%
Shares205
Event2026-06-30
Filed2026-08-07
PI
PI
New
Shares187
Event2026-06-30
Filed2026-08-07
MRVL
MRVL
-19.82%
Shares89
Event2026-06-30
Filed2026-08-07
NEM
NEM
64.94%
Shares287
Event2026-06-30
Filed2026-08-07
RSG
RSG
-13.89%
Shares124
Event2026-06-30
Filed2026-08-07
BND
BND
-58.87%
Shares357
Event2026-06-30
Filed2026-08-07
BLK
BLK
0.00%
Shares26
Event2026-06-30
Filed2026-08-07
RWJ
RWJ
0.95%
Shares425
Event2026-06-30
Filed2026-08-07
EFAV
EFAV
3.19%
Shares291
Event2026-06-30
Filed2026-08-07
PNC
PNC
-28.17%
Shares102
Event2026-06-30
Filed2026-08-07
SPLV
SPLV
1.83%
Shares334
Event2026-06-30
Filed2026-08-07
TSN
TSN
52.60%
Shares441
Event2026-06-30
Filed2026-08-07
WM
WM
3.67%
Shares113
Event2026-06-30
Filed2026-08-07
ADBE
ADBE
105.08%
Shares121
Event2026-06-30
Filed2026-08-07
CAH
CAH
-26.09%
Shares102
Event2026-06-30
Filed2026-08-07
EIX
EIX
1.86%
Shares329
Event2026-06-30
Filed2026-08-07
HCA
HCA
195.24%
Shares62
Event2026-06-30
Filed2026-08-07
PODD
PODD
3975.00%
Shares163
Event2026-06-30
Filed2026-08-07
PPG
PPG
-14.04%
Shares202
Event2026-06-30
Filed2026-08-07
PRU
PRU
-1.72%
Shares229
Event2026-06-30
Filed2026-08-07
SPGI
SPGI
3.51%
Shares59
Event2026-06-30
Filed2026-08-07
XYL
XYL
0.00%
Shares207
Event2026-06-30
Filed2026-08-07
AIG
AIG
-22.89%
Shares310
Event2026-06-30
Filed2026-08-07
NLY
NLY
-27.08%
Shares1.0K
Event2026-06-30
Filed2026-08-07
CNI
CNI
0.00%
Shares200
Event2026-06-30
Filed2026-08-07
DHI
DHI
65.12%
Shares142
Event2026-06-30
Filed2026-08-07
ES
ES
-9.52%
Shares323
Event2026-06-30
Filed2026-08-07
IJR
IJR
1.26%
Shares161
Event2026-06-30
Filed2026-08-07
MCK
MCK
-11.43%
Shares31
Event2026-06-30
Filed2026-08-07
TEL
TEL
-27.88%
Shares119
Event2026-06-30
Filed2026-08-07
USB
USB
-29.29%
Shares396
Event2026-06-30
Filed2026-08-07
VTRS
VTRS
-16.42%
Shares1.5K
Event2026-06-30
Filed2026-08-07
CDNS
CDNS
48.78%
Shares61
Event2026-06-30
Filed2026-08-07
LH
LH
-3.53%
Shares82
Event2026-06-30
Filed2026-08-07
NLR
NLR
-11.26%
Shares197
Event2026-06-30
Filed2026-08-07
BR
BR
-1.91%
Shares154
Event2026-06-30
Filed2026-08-07
DOW
DOW
3.48%
Shares803
Event2026-06-30
Filed2026-08-07
EOG
EOG
-11.35%
Shares164
Event2026-06-30
Filed2026-08-07
GEN
GEN
139.62%
Shares877
Event2026-06-30
Filed2026-08-07
SOXX
SOXX
New
Shares34
Event2026-06-30
Filed2026-08-07
KMI
KMI
-4.62%
Shares661
Event2026-06-30
Filed2026-08-07
STLD
STLD
-13.21%
Shares92
Event2026-06-30
Filed2026-08-07
F
F
-35.48%
Shares1.5K
Event2026-06-30
Filed2026-08-07
FTNT
FTNT
67.09%
Shares132
Event2026-06-30
Filed2026-08-07
NTAP
NTAP
-19.16%
Shares135
Event2026-06-30
Filed2026-08-07
BKNG
BKNG
1428.57%
Shares107
Event2026-06-30
Filed2026-08-07
CTAS
CTAS
24.47%
Shares117
Event2026-06-30
Filed2026-08-07
DFEB
DFEB
-96.38%
Shares389
Event2026-06-30
Filed2026-08-07
GE
GE
-21.54%
Shares51
Event2026-06-30
Filed2026-08-07
INTU
INTU
68.89%
Shares76
Event2026-06-30
Filed2026-08-07
IWF
IWF
302.56%
Shares157
Event2026-06-30
Filed2026-08-07
JKHY
JKHY
0.00%
Shares143
Event2026-06-30
Filed2026-08-07
KMB
KMB
200.00%
Shares180
Event2026-06-30
Filed2026-08-07
SCCO
SCCO
-29.30%
Shares111
Event2026-06-30
Filed2026-08-07
TFC
TFC
-27.47%
Shares396
Event2026-06-30
Filed2026-08-07
AMT
AMT
-69.87%
Shares113
Event2026-06-30
Filed2026-08-07
ADSK
ADSK
84.31%
Shares94
Event2026-06-30
Filed2026-08-07
BG
BG
155.22%
Shares171
Event2026-06-30
Filed2026-08-07
CMG
CMG
31.20%
Shares534
Event2026-06-30
Filed2026-08-07
CIGI
CIGI
New
Shares200
Event2026-06-30
Filed2026-08-07
DG
DG
-16.84%
Shares163
Event2026-06-30
Filed2026-08-07
EQT
EQT
-18.60%
Shares350
Event2026-06-30
Filed2026-08-07
FCX
FCX
-16.06%
Shares298
Event2026-06-30
Filed2026-08-07
LOPE
LOPE
0.00%
Shares131
Event2026-06-30
Filed2026-08-07
MKC
MKC
-2.43%
Shares362
Event2026-06-30
Filed2026-08-07
NNI
NNI
0.00%
Shares139
Event2026-06-30
Filed2026-08-07
NXT
NXT
0.00%
Shares155
Event2026-06-30
Filed2026-08-07
NKE
NKE
41.85%
Shares461
Event2026-06-30
Filed2026-08-07
PM
PM
-11.76%
Shares105
Event2026-06-30
Filed2026-08-07
SPOT
SPOT
0.00%
Shares41
Event2026-06-30
Filed2026-08-07
WKC
WKC
-8.33%
Shares561
Event2026-06-30
Filed2026-08-07
DOX
DOX
323.81%
Shares356
Event2026-06-30
Filed2026-08-07
CMI
CMI
-35.14%
Shares24
Event2026-06-30
Filed2026-08-07
DJUN
DJUN
-94.67%
Shares363
Event2026-06-30
Filed2026-08-07
OEF
OEF
0.00%
Shares48
Event2026-06-30
Filed2026-08-07
MLI
MLI
-6.00%
Shares141
Event2026-06-30
Filed2026-08-07
DGX
DGX
5.00%
Shares84
Event2026-06-30
Filed2026-08-07
SYF
SYF
-35.59%
Shares228
Event2026-06-30
Filed2026-08-07
TSM
TSM
0.00%
Shares36
Event2026-06-30
Filed2026-08-07
TTC
TTC
0.00%
Shares182
Event2026-06-30
Filed2026-08-07
ABNB
ABNB
154.55%
Shares112
Event2026-06-30
Filed2026-08-07
BAC-PM
06053U601
0.00%
Shares750
Event2026-06-30
Filed2026-08-07
HIG
HIG
-12.86%
Shares122
Event2026-06-30
Filed2026-08-07
HSY
HSY
-22.22%
Shares91
Event2026-06-30
Filed2026-08-07
NVO
NVO
New
Shares340
Event2026-06-30
Filed2026-08-07
OMC
OMC
-5.81%
Shares227
Event2026-06-30
Filed2026-08-07
RS
RS
-50.55%
Shares45
Event2026-06-30
Filed2026-08-07
AME
AME
-30.11%
Shares65
Event2026-06-30
Filed2026-08-07
XLE
XLE
-21.21%
Shares286
Event2026-06-30
Filed2026-08-07
FDS
FDS
1.54%
Shares66
Event2026-06-30
Filed2026-08-07
URA
URA
-57.18%
Shares355
Event2026-06-30
Filed2026-08-07
JCI
JCI
-46.23%
Shares107
Event2026-06-30
Filed2026-08-07
NDSN
NDSN
0.00%
Shares52
Event2026-06-30
Filed2026-08-07
PWR
PWR
-36.36%
Shares21
Event2026-06-30
Filed2026-08-07
USFD
USFD
-34.91%
Shares151
Event2026-06-30
Filed2026-08-07
VTR
VTR
70.19%
Shares177
Event2026-06-30
Filed2026-08-07
WAB
WAB
-10.94%
Shares57
Event2026-06-30
Filed2026-08-07
CAG
CAG
224.05%
Shares1.1K
Event2026-06-30
Filed2026-08-07
CRH
CRH
-17.90%
Shares133
Event2026-06-30
Filed2026-08-07
DLR
DLR
17.91%
Shares79
Event2026-06-30
Filed2026-08-07
IWD
IWD
0.00%
Shares60
Event2026-06-30
Filed2026-08-07
LEN.B
LEN.B
390.91%
Shares162
Event2026-06-30
Filed2026-08-07
LMT
LMT
-9.38%
Shares29
Event2026-06-30
Filed2026-08-07
LYB
LYB
-15.19%
Shares268
Event2026-06-30
Filed2026-08-07
NUE
NUE
-23.26%
Shares66
Event2026-06-30
Filed2026-08-07
ORLY
ORLY
-7.69%
Shares156
Event2026-06-30
Filed2026-08-07
PCAR
PCAR
-10.87%
Shares123
Event2026-06-30
Filed2026-08-07
EQIX
EQIX
30.00%
Shares13
Event2026-06-30
Filed2026-08-07
HPQ
HPQ
-12.63%
Shares602
Event2026-06-30
Filed2026-08-07
Q
Q
New
Shares81
Event2026-06-30
Filed2026-08-07
SNDK
SNDK
-80.00%
Shares6
Event2026-06-30
Filed2026-08-07
NOW
NOW
676.47%
Shares132
Event2026-06-30
Filed2026-08-07
TER
TER
-46.15%
Shares28
Event2026-06-30
Filed2026-08-07
CPER
CPER
0.00%
Shares350
Event2026-06-30
Filed2026-08-07
MGK
MGK
254.76%
Shares149
Event2026-06-30
Filed2026-08-07
WBD
WBD
-16.18%
Shares518
Event2026-06-30
Filed2026-08-07
AMCR
AMCR
-56.59%
Shares280
Event2026-06-30
Filed2026-08-07
FITB
FITB
-19.63%
Shares217
Event2026-06-30
Filed2026-08-07
FOX
FOX
-19.08%
Shares263
Event2026-06-30
Filed2026-08-07
GFEB
GFEB
New
Shares273
Event2026-06-30
Filed2026-08-07
MMC
MRSH
-20.43%
Shares74
Event2026-06-30
Filed2026-08-07
MDLZ
MDLZ
69.84%
Shares214
Event2026-06-30
Filed2026-08-07
NOC
NOC
-20.00%
Shares24
Event2026-06-30
Filed2026-08-07
ON
ON
12.07%
Shares130
Event2026-06-30
Filed2026-08-07
PCG-PD
694308503
0.00%
Shares700
Event2026-06-30
Filed2026-08-07
SNPS
SNPS
33.33%
Shares28
Event2026-06-30
Filed2026-08-07
CI
CI
-74.72%
Shares45
Event2026-06-30
Filed2026-08-07
VTV
VTV
0.00%
Shares56
Event2026-06-30
Filed2026-08-07
AON
AON
-10.00%
Shares36
Event2026-06-30
Filed2026-08-07
CME
CME
-24.64%
Shares52
Event2026-06-30
Filed2026-08-07
CTSH
CTSH
22.89%
Shares306
Event2026-06-30
Filed2026-08-07
COP
COP
-30.67%
Shares113
Event2026-06-30
Filed2026-08-07
EXR
EXR
192.59%
Shares79
Event2026-06-30
Filed2026-08-07
IBDR
IBDR
1.11%
Shares457
Event2026-06-30
Filed2026-08-07
M
M
-17.99%
Shares497
Event2026-06-30
Filed2026-08-07
XLB
XLB
102.80%
Shares217
Event2026-06-30
Filed2026-08-07
MOH
MOH
183.33%
Shares51
Event2026-06-30
Filed2026-08-07
SSNC
SSNC
350.00%
Shares180
Event2026-06-30
Filed2026-08-07
WDAY
WDAY
106.67%
Shares93
Event2026-06-30
Filed2026-08-07
AKAM
AKAM
-16.04%
Shares89
Event2026-06-30
Filed2026-08-07
ANET
ANET
-25.88%
Shares63
Event2026-06-30
Filed2026-08-07
ARW
ARW
-2.00%
Shares49
Event2026-06-30
Filed2026-08-07
AVB
AVB
60.61%
Shares53
Event2026-06-30
Filed2026-08-07
MEAR
MEAR
0.00%
Shares207
Event2026-06-30
Filed2026-08-07
BX
BX
-80.97%
Shares90
Event2026-06-30
Filed2026-08-07
BWA
BWA
-51.12%
Shares153
Event2026-06-30
Filed2026-08-07
DD
DD
-74.84%
Shares81
Event2026-06-30
Filed2026-08-07
EQR
EQR
74.73%
Shares159
Event2026-06-30
Filed2026-08-07
ICE
ICE
-12.00%
Shares88
Event2026-06-30
Filed2026-08-07
IVZ
IVZ
-37.75%
Shares399
Event2026-06-30
Filed2026-08-07
KDP
KDP
37.93%
Shares320
Event2026-06-30
Filed2026-08-07
MCHP
MCHP
-11.90%
Shares111
Event2026-06-30
Filed2026-08-07
PSA
PSA
18.52%
Shares32
Event2026-06-30
Filed2026-08-07
ROK
ROK
0.00%
Shares22
Event2026-06-30
Filed2026-08-07
SIRI
SIRI
61.54%
Shares357
Event2026-06-30
Filed2026-08-07
WAT
WAT
600.00%
Shares28
Event2026-06-30
Filed2026-08-07
ACI
ACI
181.78%
Shares727
Event2026-06-30
Filed2026-08-07
CINF
CINF
0.00%
Shares54
Event2026-06-30
Filed2026-08-07
CEG
CEG
-33.93%
Shares37
Event2026-06-30
Filed2026-08-07
DRI
DRI
-41.77%
Shares46
Event2026-06-30
Filed2026-08-07
DVN
DVN
-37.67%
Shares235
Event2026-06-30
Filed2026-08-07
DASH
DASH
444.44%
Shares49
Event2026-06-30
Filed2026-08-07
DOV
DOV
-19.61%
Shares41
Event2026-06-30
Filed2026-08-07
FAST
FAST
-22.13%
Shares190
Event2026-06-30
Filed2026-08-07
FCNCB
FCNCB
0.00%
Shares5
Event2026-06-30
Filed2026-08-07
FI
FISV
122.62%
Shares187
Event2026-06-30
Filed2026-08-07
FLEX
FLEX
New
Shares56
Event2026-06-30
Filed2026-08-07
BEN
BEN
0.00%
Shares289
Event2026-06-30
Filed2026-08-07
IT
IT
-47.97%
Shares77
Event2026-06-30
Filed2026-08-07
ILMN
ILMN
15.56%
Shares52
Event2026-06-30
Filed2026-08-07
INDA
INDA
0.00%
Shares185
Event2026-06-30
Filed2026-08-07
JBL
JBL
-31.43%
Shares24
Event2026-06-30
Filed2026-08-07
SJM
SJM
-27.43%
Shares82
Event2026-06-30
Filed2026-08-07
KVUE
KVUE
3561.54%
Shares476
Event2026-06-30
Filed2026-08-07
KSS
KSS
-19.16%
Shares557
Event2026-06-30
Filed2026-08-07
XAR
XAR
75.00%
Shares35
Event2026-06-30
Filed2026-08-07
TPR
TPR
-45.13%
Shares62
Event2026-06-30
Filed2026-08-07
KR
KR
5.16%
Shares163
Event2026-06-30
Filed2026-08-07
UBER
UBER
-21.38%
Shares125
Event2026-06-30
Filed2026-08-07
GWW
GWW
0.00%
Shares7
Event2026-06-30
Filed2026-08-07
ZM
ZM
15.31%
Shares113
Event2026-06-30
Filed2026-08-07
ARE
ARE
126.87%
Shares152
Event2026-06-30
Filed2026-08-07
CPB
CPB
3.62%
Shares401
Event2026-06-30
Filed2026-08-07
CARR
CARR
-26.11%
Shares116
Event2026-06-30
Filed2026-08-07
CF
CF
-2.38%
Shares82
Event2026-06-30
Filed2026-08-07
CCI
CCI
-2.75%
Shares106
Event2026-06-30
Filed2026-08-07
CSX
CSX
-39.60%
Shares180
Event2026-06-30
Filed2026-08-07
ETN
ETN
-42.86%
Shares20
Event2026-06-30
Filed2026-08-07
EW
EW
-14.78%
Shares98
Event2026-06-30
Filed2026-08-07
FPI
FPI
0.00%
Shares875
Event2026-06-30
Filed2026-08-07
RDVY
RDVY
1.02%
Shares99
Event2026-06-30
Filed2026-08-07
DOC
DOC
New
Shares420
Event2026-06-30
Filed2026-08-07
JBHT
JBHT
158.33%
Shares31
Event2026-06-30
Filed2026-08-07
NTRS
NTRS
0.00%
Shares48
Event2026-06-30
Filed2026-08-07
UGI
UGI
-16.72%
Shares244
Event2026-06-30
Filed2026-08-07
VYMI
VYMI
2.47%
Shares83
Event2026-06-30
Filed2026-08-07
BALL
BALL
4.63%
Shares113
Event2026-06-30
Filed2026-08-07
EXPD
EXPD
12.20%
Shares46
Event2026-06-30
Filed2026-08-07
FIS
FIS
100.99%
Shares203
Event2026-06-30
Filed2026-08-07
QQQM
QQQM
0.00%
Shares25
Event2026-06-30
Filed2026-08-07
KEYS
KEYS
200.00%
Shares21
Event2026-06-30
Filed2026-08-07
KNX
KNX
0.00%
Shares97
Event2026-06-30
Filed2026-08-07
NXST
NXST
New
Shares41
Event2026-06-30
Filed2026-08-07
SNA
SNA
80.00%
Shares18
Event2026-06-30
Filed2026-08-07
SOLV
SOLV
61.40%
Shares92
Event2026-06-30
Filed2026-08-07
STE
STE
142.86%
Shares34
Event2026-06-30
Filed2026-08-07
UHS
UHS
New
Shares50
Event2026-06-30
Filed2026-08-07
MOAT
MOAT
0.00%
Shares75
Event2026-06-30
Filed2026-08-07
WRB
WRB
0.00%
Shares108
Event2026-06-30
Filed2026-08-07
AMP
AMP
-48.15%
Shares14
Event2026-06-30
Filed2026-08-07
APO
APO
1.92%
Shares53
Event2026-06-30
Filed2026-08-07
BBY
BBY
-46.05%
Shares82
Event2026-06-30
Filed2026-08-07
BSX
BSX
-42.69%
Shares145
Event2026-06-30
Filed2026-08-07
BF.B
BF.B
0.00%
Shares231
Event2026-06-30
Filed2026-08-07
CBRE
CBRE
41.18%
Shares48
Event2026-06-30
Filed2026-08-07
CMCSA
CMCSA
-42.69%
Shares247
Event2026-06-30
Filed2026-08-07
DVA
DVA
27.27%
Shares28
Event2026-06-30
Filed2026-08-07
DUK
DUK
-43.48%
Shares52
Event2026-06-30
Filed2026-08-07
ELE
ELE
New
Shares383
Event2026-06-30
Filed2026-08-07
EXPE
EXPE
-30.77%
Shares27
Event2026-06-30
Filed2026-08-07
FRDM
FRDM
New
Shares85
Event2026-06-30
Filed2026-08-07
GPC
GPC
-17.46%
Shares52
Event2026-06-30
Filed2026-08-07
GPN
GPN
-25.00%
Shares87
Event2026-06-30
Filed2026-08-07
XMLV
XMLV
0.00%
Shares100
Event2026-06-30
Filed2026-08-07
LEA
LEA
0.00%
Shares51
Event2026-06-30
Filed2026-08-07
LEN
LEN
-6.67%
Shares70
Event2026-06-30
Filed2026-08-07
MLM
MLM
0.00%
Shares11
Event2026-06-30
Filed2026-08-07
MAA
MAA
142.11%
Shares46
Event2026-06-30
Filed2026-08-07
NDAQ
NDAQ
45.61%
Shares83
Event2026-06-30
Filed2026-08-07
OXY
OXY
-45.41%
Shares125
Event2026-06-30
Filed2026-08-07
PPC
PPC
New
Shares217
Event2026-06-30
Filed2026-08-07
SCHX
SCHX
-96.34%
Shares227
Event2026-06-30
Filed2026-08-07
SE
SE
0.00%
Shares69
Event2026-06-30
Filed2026-08-07
SNX
SNX
283.33%
Shares23
Event2026-06-30
Filed2026-08-07
SO
SO
-36.89%
Shares65
Event2026-06-30
Filed2026-08-07
TWLO
TWLO
0.00%
Shares32
Event2026-06-30
Filed2026-08-07
UHAL.B
UHAL.B
0.00%
Shares90
Event2026-06-30
Filed2026-08-07
ADM
ADM
-47.30%
Shares78
Event2026-06-30
Filed2026-08-07
STZ
STZ
-14.29%
Shares36
Event2026-06-30
Filed2026-08-07
CTVA
CTVA
-36.36%
Shares63
Event2026-06-30
Filed2026-08-07
DDS
DDS
New
Shares10
Event2026-06-30
Filed2026-08-07
GEHC
GEHC
-57.21%
Shares89
Event2026-06-30
Filed2026-08-07
IP
IP
-21.05%
Shares135
Event2026-06-30
Filed2026-08-07
KEY
KEY
-54.38%
Shares245
Event2026-06-30
Filed2026-08-07
MKL
MKL
0.00%
Shares3
Event2026-06-30
Filed2026-08-07
MNST
MNST
54.29%
Shares54
Event2026-06-30
Filed2026-08-07
COWZ
COWZ
-60.91%
Shares86
Event2026-06-30
Filed2026-08-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
OGOREK ANTHONY JOSEPH /NY/ /ADV Institutional Holdings, Portfolio & P&L β€” TradeFomo