OGOREK ANTHONY JOSEPH /NY/ /ADV
Q4 2024 13F Holdings Report, Stock Holdings
- Signature - Title
- Joseph Foy - Investment Analyst
- Location
- Williamsville, NY
- Holdings as of
- 31 Dec 2024
- Value $
- $314,371,000
- Num holdings
- 291
- Filing time
- 24 Jan 2025, 16:05:15 UTC
- Form type
- 13F-HR
- Description
- All US holdings of this investor are reported in this report. Top holdings included DJUL, VTI, DMAY, IEF, and SCHB.
- Previous filing
- Q3 2024 - 08 Nov 2024
- Next filing
- Q1 2025 - 09 May 2025
- SEC
- View on sec.gov
OGOREK ANTHONY JOSEPH /NY/ /ADV Q4 2024 Portfolio
| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
Filing 2024 Q4 compared to 2024 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
| Name | Title | City, State | Date |
|---|---|---|---|
| Joseph Foy | Investment Analyst | Buffalo, New York | 24 Jan 2025 |