OGOREK ANTHONY JOSEPH /NY/ /ADV holdings history

Add to watchlist

593 is the total number of securities OGOREK ANTHONY JOSEPH /NY/ /ADV has owned. The longest OGOREK ANTHONY JOSEPH /NY/ /ADV has owned a single stock is 36 quarters.

OGOREK ANTHONY JOSEPH /NY/ /ADV historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHB Schwab U.S. Broad Mark...36362.32%16.75%27.48%Q4 2014Q3 202336
VTI VTI36365.95%9.42%12.60%Q4 2014Q3 202336
SCHZ SCHZ36360.00%8.07%24.57%Q4 2014Q3 202336
AAPL Apple36360.30%0.86%1.75%Q4 2014Q3 202336
OEF OEF36360.00%0.64%5.77%Q4 2014Q3 202336
BRKA36360.30%0.40%0.54%Q4 2014Q3 202336
BRKB BRKB36360.25%0.37%0.63%Q4 2014Q3 202336
IBM International Business...36360.06%0.34%1.45%Q4 2014Q3 202336
CL Colgate Palmolive36360.16%0.26%0.41%Q4 2014Q3 202336
BOND PIMCO Total Return (ETF)36360.05%0.10%0.21%Q4 2014Q3 202336
ABBV AbbVie Inc.36360.05%0.07%0.10%Q4 2014Q3 202336
ABT ABT36360.04%0.07%0.09%Q4 2014Q3 202336
VCIT VCIT36360.01%0.05%0.09%Q4 2014Q3 202336
PEP PepsiCo36360.01%0.03%0.08%Q4 2014Q3 202336
HON Honeywell Inc.36360.00%0.01%0.04%Q4 2014Q3 202336
WMT WMT36360.01%0.01%0.02%Q4 2014Q3 202336
SBUX Starbucks Corp36360.01%0.01%0.02%Q4 2014Q3 202336
MDT Medtronic Inc.35350.09%0.49%1.89%Q1 2015Q3 202335
NFG NFG24110.00%0.01%0.04%Q4 2014Q3 202335
VXUS VXUS1840.07%5.39%16.70%Q1 2015Q3 202333
TOTL TOTL33330.03%0.13%0.27%Q3 2015Q3 202333
SCHF Schwab International E...2750.02%7.07%27.79%Q4 2014Q3 202332
IHI iShares U.S. Medical D...32320.20%2.30%5.83%Q4 2015Q3 202332
GOOG Google Inc.32320.06%0.26%0.51%Q4 2015Q3 202332
GOOGL Google Inc.32320.06%0.16%0.28%Q4 2015Q3 202332
JPM JP Morgan Chase32320.04%0.05%0.07%Q4 2015Q3 202332
AMZN AMZN31310.04%0.24%0.47%Q1 2016Q3 202331
NFLX NFLX31310.00%0.10%0.23%Q1 2016Q3 202331
MSFT MSFT30300.01%0.12%0.42%Q2 2016Q3 202330
LOW Lowe's Companies2550.00%0.02%0.04%Q4 2015Q3 202330
PG Procter & Gamble2440.00%0.05%0.34%Q4 2014Q3 202328
VTEB VTEB16110.06%1.26%3.70%Q2 2016Q3 202327
BAC BAC27270.00%0.16%0.90%Q1 2017Q3 202327
MCD McDonalds Corp2410.01%0.56%1.30%Q2 2016Q3 202325
CCL CCL25250.00%0.00%0.01%Q3 2017Q3 202325
VUG VUG24242.58%12.66%24.02%Q4 2017Q3 202324
SCHG SCHG24240.03%0.79%2.29%Q4 2017Q3 202324
ADP ADP24240.01%0.74%1.71%Q4 2017Q3 202324
ITW ITW24240.01%0.57%1.30%Q4 2017Q3 202324
NEE NEE24240.01%0.15%0.48%Q4 2017Q3 202324
GIS GIS12120.01%0.04%0.23%Q4 2014Q3 202324
JNJ JNJ24240.01%0.03%0.04%Q4 2017Q3 202324
ADI ADI24240.01%0.02%0.04%Q4 2017Q3 202324
UNH UNH24240.01%0.02%0.03%Q4 2017Q3 202324
ACN ACN24240.01%0.02%0.02%Q4 2017Q3 202324
BDX BDX24240.01%0.02%0.03%Q4 2017Q3 202324
TJX TJX24240.01%0.02%0.02%Q4 2017Q3 202324
PAYX PAYX24240.01%0.01%0.02%Q4 2017Q3 202324
JKHY JKHY24240.01%0.01%0.02%Q4 2017Q3 202324
SYY SYY24240.01%0.01%0.02%Q4 2017Q3 202324
MKC MKC24240.01%0.01%0.02%Q4 2017Q3 202324
SYK SYK24240.01%0.01%0.02%Q4 2017Q3 202324
BRO BRO24240.01%0.01%0.02%Q4 2017Q3 202324
ECL ECL24240.00%0.01%0.02%Q4 2017Q3 202324
AMT AMT24240.01%0.01%0.02%Q4 2017Q3 202324
IT IT24240.00%0.01%0.04%Q4 2017Q3 202324
BR BR24240.01%0.01%0.02%Q4 2017Q3 202324
GD GD24240.01%0.01%0.02%Q4 2017Q3 202324
FDS FDS24240.01%0.01%0.02%Q4 2017Q3 202324
IWD IWD24240.00%0.01%0.02%Q4 2017Q3 202324
TXN TXN24240.01%0.01%0.01%Q4 2017Q3 202324
URI URI24240.00%0.01%0.01%Q4 2017Q3 202324
CBSH CBSH24240.01%0.01%0.01%Q4 2017Q3 202324
TTC TTC24240.01%0.01%0.01%Q4 2017Q3 202324
ORCL ORCL24240.00%0.01%0.01%Q4 2017Q3 202324
BFB BF.B24240.01%0.01%0.01%Q4 2017Q3 202324
LOPE LOPE24240.01%0.01%0.01%Q4 2017Q3 202324
ROST ROST24240.00%0.01%0.01%Q4 2017Q3 202324
NNI NNI24240.00%0.01%0.01%Q4 2017Q3 202324
NDSN NDSN24240.00%0.00%0.01%Q4 2017Q3 202324
APD APD24240.00%0.00%0.01%Q4 2017Q3 202324
DFS DFS24240.00%0.00%0.01%Q4 2017Q3 202324
UHAL UHAL24240.00%0.00%0.00%Q4 2017Q3 202324
PPG PPG24240.00%0.00%0.00%Q4 2017Q3 202324
BNDX Vanguard Total Interna...1910.05%0.59%6.15%Q4 2015Q3 202323
BLK BLK23230.00%0.48%1.48%Q1 2018Q3 202323
CVX CVX23230.00%0.22%1.00%Q1 2018Q3 202323
NVDA NVDA23230.01%0.03%0.07%Q1 2018Q3 202323
NSC NSC23230.00%0.01%0.02%Q1 2018Q3 202323
CSCO CSCO23230.00%0.01%0.02%Q1 2018Q3 202323
AFL AFL23230.00%0.00%0.01%Q1 2018Q3 202323
CB CB23230.00%0.00%0.01%Q1 2018Q3 202323
MINT MINT1570.00%2.43%11.05%Q1 2018Q3 202322
MMM MMM1390.00%0.27%1.25%Q4 2017Q3 202322
SCHA SCHA22220.00%0.13%1.41%Q2 2018Q3 202322
RSP RSP22220.00%0.01%0.02%Q2 2018Q3 202322
PM PM22220.01%0.01%0.01%Q2 2018Q3 202322
SPLV SPLV22220.01%0.01%0.01%Q2 2018Q3 202322
IVW IVW22220.01%0.01%0.01%Q2 2018Q3 202322
VFC VFC22220.00%0.00%0.01%Q4 2017Q1 202322
MA MA21210.00%0.20%0.87%Q3 2018Q3 202321
EW EW21210.00%0.05%0.10%Q3 2018Q3 202321
PSA Public Storage, Inc.21210.00%0.02%0.10%Q2 2015Q2 202021
XYL XYL21210.01%0.01%0.01%Q3 2018Q3 202321
TRV TRV21210.00%0.00%0.01%Q3 2018Q3 202321
RSG RSG1810.00%0.00%0.01%Q4 2015Q3 202321
VNQ VNQ1810.00%0.00%0.00%Q4 2015Q3 202321
USMV USMV20200.05%4.85%17.55%Q4 2018Q3 202320
VSGX VSGX20200.04%3.09%6.28%Q4 2018Q3 202320
SCHX SCHX20200.00%0.22%1.14%Q4 2018Q3 202320
F Ford Motor Co.810.00%0.02%0.10%Q2 2015Q3 202320
VOO VOO20200.00%0.02%0.17%Q4 2018Q3 202320
T T1310.00%0.02%0.03%Q2 2015Q1 202320
CMCSA CMCSA1910.00%0.01%0.02%Q3 2018Q3 202320
Chautauqua Abstract Co...910.00%0.00%0.00%Q4 2014Q3 202320
FCX Freeport-McMoRan C&G1110.00%0.00%0.00%Q4 2015Q3 202320
FMB FMB19190.92%4.97%9.02%Q1 2019Q3 202319
VZ VZ1610.00%0.04%0.10%Q2 2015Q3 202319
IBB Ishares Nasdaq Biotech...810.00%0.02%0.04%Q1 2015Q3 202319
MTB MTB1180.00%0.02%0.05%Q3 2018Q3 202319
TD TD1610.00%0.01%0.02%Q4 2017Q3 202319
DIS Disney830.00%0.01%0.02%Q4 2014Q3 202319
INTC INTC1270.00%0.01%0.02%Q4 2018Q3 202319
XLE XLE1630.01%0.01%0.02%Q4 2015Q3 202319
NSRGY NSRGY1810.00%0.01%0.02%Q4 2018Q3 202319
FM iShares MSCI Frontier 1001180.00%0.00%0.00%Q4 2015Q3 202019
VIG VIG.C1440.05%5.67%19.03%Q2 2016Q3 202318
VT VT1310.00%4.49%32.70%Q4 2014Q3 202318
PFE PFE1170.00%0.31%1.10%Q3 2018Q3 202318
PANW PANW18180.06%0.24%0.41%Q2 2019Q3 202318
ALC ALC18180.01%0.01%0.02%Q2 2019Q3 202318
ZBH Zimmer Holdings Inc1530.01%0.01%0.02%Q4 2014Q1 202018
DDD DDD1120.00%0.00%0.00%Q4 2018Q3 202318
VWO VWO1210.00%0.30%2.64%Q4 2014Q3 202317
AMRN AMRN1430.00%0.08%0.23%Q4 2018Q3 202317
AOM iShares S&P Moderate A...17170.01%0.08%0.18%Q4 2014Q4 201817
LHX LHX17170.01%0.02%0.02%Q3 2019Q3 202317
MO MO1250.01%0.01%0.01%Q2 2018Q3 202317
PFG PFG17170.00%0.01%0.01%Q4 2018Q4 202217
LIN LIN17170.00%0.00%0.01%Q4 2018Q4 202217
UNP UNP16160.00%0.41%1.22%Q4 2019Q3 202316
LMT LMT16160.00%0.35%1.07%Q4 2019Q3 202316
IAGG IAGG16160.02%0.06%0.20%Q2 2019Q1 202316
SONY SONY16160.01%0.02%0.03%Q4 2019Q3 202316
RY RY16160.01%0.02%0.02%Q4 2019Q3 202316
MS MS16160.01%0.02%0.02%Q4 2019Q3 202316
ANTM ELV16160.01%0.01%0.02%Q4 2019Q3 202316
DG DG16160.00%0.01%0.02%Q4 2019Q3 202316
AZN AZN16160.01%0.01%0.01%Q4 2019Q3 202316
CNI CNI16160.01%0.01%0.01%Q4 2019Q3 202316
AJG AJG16160.00%0.01%0.01%Q4 2019Q3 202316
ASML ASML16160.00%0.01%0.01%Q4 2019Q3 202316
DDOG DDOG16160.00%0.01%0.01%Q4 2019Q3 202316
MSI MSI16160.00%0.00%0.01%Q4 2019Q3 202316
SE SE16160.00%0.00%0.01%Q4 2019Q3 202316
QCOM QCOM16160.00%0.00%0.01%Q4 2019Q3 202316
NOC NOC16160.00%0.00%0.00%Q4 2019Q3 202316
IGV IGV15150.09%2.36%7.21%Q1 2020Q3 202315
HD Home Depot Inc.1110.01%0.62%1.01%Q2 2016Q3 202315
VTV VTV15150.00%0.46%3.53%Q4 2019Q2 202315
GLW GLW1410.00%0.15%0.76%Q3 2017Q3 202315
RHHBY RHHBY15150.00%0.02%0.02%Q1 2020Q3 202315
CBS CBS Corporation15150.01%0.02%0.02%Q4 2014Q2 201815
CBU CBU15150.01%0.01%0.02%Q1 2020Q3 202315
MGV MGV14140.62%1.35%5.10%Q2 2020Q3 202314
MRK MRK1310.00%0.39%1.16%Q2 2015Q3 202314
COST COST950.00%0.01%0.04%Q2 2019Q3 202314
STZ STZ14140.01%0.01%0.02%Q2 2020Q3 202314
DAL DAL14140.01%0.01%0.01%Q2 2020Q3 202314
MDLZ MDLZ14140.00%0.00%0.01%Q4 2019Q1 202314
CRH CRH14140.00%0.00%0.00%Q4 2019Q1 202314
EQIX EQIX14140.00%0.00%0.00%Q4 2019Q1 202314
PEG PEG14140.00%0.00%0.00%Q4 2019Q1 202314
JCI JCI14140.00%0.00%0.00%Q4 2019Q1 202314
RTX RTX14140.00%0.00%0.00%Q2 2020Q3 202314
CARR CARR14140.00%0.00%0.00%Q2 2020Q3 202314
OTIS OTIS14140.00%0.00%0.00%Q2 2020Q3 202314
CVS CVS13130.90%1.31%1.69%Q3 2020Q3 202313
CAT CAT13131.01%1.25%1.55%Q3 2020Q3 202313
GILD GILD13130.86%1.20%1.72%Q3 2020Q3 202313
LLY LLY13130.01%1.03%2.40%Q3 2020Q3 202313
AEP AEP13130.60%1.02%1.22%Q3 2020Q3 202313
DHR DHR820.00%0.01%0.03%Q3 2018Q3 202313
CP CP13130.01%0.01%0.01%Q4 2019Q4 202213
ADAP Adaptimmune Therapeuti...13130.00%0.01%0.01%Q2 2015Q2 201813
KMI KMI850.00%0.01%0.01%Q2 2016Q2 202013
RWJ RWJ13130.01%0.01%0.01%Q3 2020Q3 202313
ACB ACB1120.00%0.00%0.00%Q2 2020Q3 202313
SCHE SCHE840.02%0.77%2.84%Q4 2017Q3 202112
BABA BABA12120.00%0.01%0.03%Q4 2020Q3 202312
IWF IWF1020.00%0.01%0.01%Q4 2017Q3 202312
BMY Bristol-Myers Squibb930.01%0.01%0.02%Q2 2015Q4 202112
SRNE SRNEQ12120.00%0.01%0.02%Q4 2020Q3 202312
PACW PACW12120.00%0.00%0.00%Q4 2020Q3 202312
IJR IJR12120.00%0.00%0.00%Q3 2020Q2 202312
EV EV12120.00%0.00%0.00%Q1 2018Q4 202012
NRZ RITM12120.00%0.00%0.00%Q4 2020Q3 202312
PAVE PAVE11111.23%1.69%2.82%Q1 2021Q3 202311
IHAK IHAK11110.01%1.18%3.35%Q1 2021Q3 202311
ICLN ICLN11110.00%0.34%1.27%Q1 2021Q3 202311
CATH CATH1010.07%0.28%0.34%Q4 2020Q3 202311
CURLF CURLF11110.00%0.03%0.08%Q1 2021Q3 202311
EFAV EFAV11110.01%0.01%0.01%Q1 2021Q3 202311
GM GM11110.00%0.01%0.02%Q1 2018Q3 202011
TGT TGT920.00%0.01%0.01%Q4 2019Q3 202311
D D810.00%0.00%0.01%Q3 2018Q3 202311
RZV RZV810.00%0.00%0.01%Q2 2018Q3 202311
DNKN Dunkin Brands Group Inc11110.00%0.00%0.00%Q4 2014Q2 201711
RFV RFV810.00%0.00%0.00%Q2 2018Q3 202311
KTB KTB650.00%0.00%0.00%Q2 2019Q1 202211
KO KO10100.04%0.65%1.36%Q2 2021Q3 202310
BND BND10100.15%0.17%0.20%Q2 2021Q3 202310
TFC TFC10100.04%0.16%0.31%Q2 2021Q3 202310
FNDX Schwab Fundamental US ...10100.04%0.06%0.09%Q4 2014Q1 201710
LSI LSI820.00%0.03%0.05%Q3 2018Q1 202210
EWD iShares MSCI Sweden (ETF)510.00%0.02%0.04%Q4 2015Q3 202310
MUB MUB910.00%0.02%0.03%Q3 2020Q3 202310
SHOP SHOP510.00%0.01%0.03%Q3 2019Q3 202310
RZV RZV10100.01%0.01%0.01%Q4 2015Q1 201810
RSP Ryd. S&P 500 Eq. Wt.10100.00%0.00%0.01%Q4 2015Q1 201810
COO COO10100.00%0.00%0.01%Q2 2021Q3 202310
ISCB JKJ10100.00%0.00%0.01%Q2 2018Q3 202010
LGND LGND820.00%0.00%0.01%Q2 2018Q4 202010
RFV RFV10100.00%0.00%0.00%Q4 2015Q1 201810
DCBO10100.00%0.00%0.00%Q2 2021Q3 202310
ACB ACBFF10100.00%0.00%0.01%Q4 2017Q1 202010
RDVT RDVT910.00%0.00%0.00%Q1 2018Q3 202010
AOR iShares S&P Growth All...990.28%0.29%0.32%Q4 2014Q4 20169
AOA iShares S&P Aggressive...990.15%0.16%0.17%Q4 2014Q4 20169
C C990.01%0.01%0.02%Q4 2019Q4 20219
XOM XOM710.01%0.01%0.02%Q2 2015Q4 20209
VIAB Viacom990.01%0.01%0.02%Q4 2014Q4 20169
RH RH990.01%0.01%0.01%Q3 2021Q3 20239
MCO MCO990.01%0.01%0.01%Q3 2021Q3 20239
QQQ QQQ990.01%0.01%0.01%Q3 2021Q3 20239
PHG PHG990.01%0.01%0.01%Q4 2019Q4 20219
BACPRM 06053U601990.01%0.01%0.01%Q3 2021Q3 20239
KEY KEY810.00%0.01%0.01%Q3 2017Q2 20209
PCGPRD 694308503990.00%0.01%0.01%Q3 2021Q3 20239
FE FE990.01%0.01%0.01%Q4 2019Q4 20219
CMG CMG990.01%0.01%0.01%Q3 2021Q3 20239
VNOM VNOM720.00%0.00%0.01%Q3 2018Q4 20209
UTX UTX990.00%0.00%0.00%Q1 2018Q1 20209
MGK MGK990.00%0.00%0.00%Q3 2021Q3 20239
HBI HBI990.00%0.00%0.01%Q4 2017Q4 20199
TDC Teradata Corp990.00%0.00%0.00%Q4 2014Q4 20169
SFIX SFIX330.00%0.00%0.00%Q3 2019Q3 20239
VOE VOE510.00%7.29%16.34%Q4 2014Q4 20198
NTSX NTSX880.11%2.87%4.20%Q4 2021Q3 20238
FMNY FMNY880.19%0.36%0.53%Q4 2021Q3 20238
VGT Vanguard Information T...880.03%0.03%0.04%Q1 2015Q4 20168
FB META530.01%0.02%0.03%Q3 2021Q3 20238
VUSB VUSB880.00%0.02%0.04%Q2 2021Q1 20238
AN AN880.01%0.02%0.02%Q2 2017Q1 20198
ENV ENV880.01%0.02%0.02%Q1 2018Q4 20198
GE GE880.01%0.01%0.02%Q3 2018Q2 20208
CGC TWMJF880.00%0.01%0.03%Q4 2017Q3 20198
MTCH MTCH880.00%0.01%0.02%Q1 2021Q4 20228
SCHW SCHW880.01%0.01%0.02%Q1 2018Q4 20198
CSX CSX710.00%0.01%0.01%Q3 2018Q4 20218
ATVI ATVI880.00%0.01%0.01%Q2 2016Q1 20188
OHI OHI880.00%0.01%0.01%Q4 2018Q3 20208
SCHP SCHP880.01%0.01%0.01%Q1 2021Q4 20228
EMR EMR620.00%0.00%0.00%Q1 2018Q3 20238
PKI BAA-PKI880.00%0.00%0.00%Q4 2021Q3 20238
KD880.00%0.00%0.00%Q4 2021Q3 20238
FFEB FFEB770.59%6.22%8.44%Q1 2022Q3 20237
DFEB DFEB770.67%6.11%8.43%Q1 2022Q3 20237
IEI IEI770.17%4.86%8.42%Q1 2022Q3 20237
DNOV DNOV772.28%3.45%5.13%Q1 2022Q3 20237
RDVY RDVY771.23%1.27%1.36%Q1 2022Q3 20237
WELL WELL770.02%0.03%0.04%Q3 2018Q1 20207
TSLA TSLA770.01%0.03%0.07%Q1 2022Q3 20237
SLB SLB430.01%0.03%0.04%Q2 2016Q3 20237
FREY FREY770.01%0.02%0.03%Q1 2022Q3 20237
HRS HRS770.01%0.02%0.02%Q4 2017Q2 20197
FTS FTS520.00%0.01%0.04%Q1 2016Q4 20207
TMFC TMFC520.01%0.01%0.01%Q1 2019Q4 20207
RBLX RBLX770.01%0.01%0.01%Q1 2022Q3 20237
SHM SHM770.01%0.01%0.01%Q2 2021Q4 20227
FNV FNV410.00%0.01%0.01%Q3 2019Q3 20237
NTES NTES770.00%0.01%0.01%Q3 2021Q1 20237
MELI MELI770.00%0.00%0.01%Q1 2022Q3 20237
EMN EMN770.00%0.00%0.01%Q4 2017Q2 20197
VYMI VYMI770.00%0.00%0.00%Q1 2022Q3 20237
INGN Inogen Inc770.00%0.00%0.00%Q2 2015Q4 20167
ADS ADS770.00%0.00%0.01%Q4 2017Q2 20197
ETSY ETSY770.00%0.00%0.01%Q3 2021Q1 20237
ARKQ ARKQ770.00%0.00%0.01%Q1 2022Q3 20237
HUBS HUBS770.00%0.00%0.00%Q1 2022Q3 20237
HAIN The Hain Celestial Gro...770.00%0.00%0.00%Q2 2016Q4 20177
GCP GCP770.00%0.00%0.00%Q4 2017Q2 20197
CRWD CRWD770.00%0.00%0.00%Q1 2022Q3 20237
AYRWF AYR.A770.00%0.00%0.00%Q4 2021Q2 20237
MBII MBII770.00%0.00%0.00%Q3 2016Q1 20187
COGT IDI Inc770.00%0.00%0.00%Q3 2016Q1 20187
FRCMQ Fairpoint Communicatio...520.00%0.00%0.00%Q4 2014Q4 20167
IEF IEF420.00%2.53%6.34%Q4 2021Q3 20236
FNOV FNOV660.01%1.63%2.45%Q2 2022Q3 20236
GOLD GOLD660.06%0.46%0.85%Q2 2022Q3 20236
AVGO AVGO330.00%0.19%0.49%Q3 2021Q3 20236
CAM Cameron International660.02%0.04%0.04%Q4 2014Q1 20166
PYPL PYPL410.00%0.01%0.05%Q4 2017Q3 20236
ATEC ATEC330.01%0.01%0.01%Q3 2019Q1 20226
PSX PSX660.01%0.01%0.01%Q3 2018Q4 20196
ANET ANET330.00%0.00%0.01%Q3 2021Q3 20236
HYG HYG660.00%0.00%0.00%Q3 2020Q4 20216
WTR WTR660.00%0.00%0.00%Q3 2018Q4 20196
VYM VYM660.00%0.00%0.00%Q2 2022Q3 20236
AI AI330.00%0.00%0.01%Q3 2021Q3 20236
ZG ZG330.00%0.00%0.01%Q3 2019Q1 20226
TWLO TWLO330.00%0.00%0.01%Q3 2019Q1 20226
AXON AXON330.00%0.00%0.00%Q3 2021Q3 20236
SU SU660.00%0.00%0.00%Q3 2018Q4 20196
IWM IWM660.00%0.00%0.00%Q4 2017Q1 20196
VSM VSM660.00%0.00%0.00%Q4 2017Q1 20196
EMBC660.00%0.00%0.00%Q2 2022Q3 20236
VMRI VMRI660.00%0.00%0.00%Q2 2016Q3 20176
DBEF Deutsche X-trackers MS...551.82%10.36%13.36%Q4 2014Q4 20155
MLN MLN550.69%2.82%3.60%Q3 2022Q3 20235
CXSE CXSE550.01%2.32%4.14%Q4 2020Q4 20215
XLP Consumer Staples Selec...550.15%0.17%0.18%Q4 2015Q4 20165
DBEU Deutsche X-trackers MS...550.02%0.16%0.20%Q4 2014Q4 20155
VIS Vanguard Industrials (...550.09%0.10%0.11%Q4 2014Q4 20155
IWB iShares Russell 1000 I...550.04%0.06%0.08%Q4 2014Q4 20155
ASAPF310.01%0.03%0.05%Q3 2019Q4 20215
IJH iShares Core S&P Mid-C...550.01%0.02%0.03%Q4 2014Q4 20155
AGG AGG550.01%0.02%0.04%Q2 2019Q2 20205
AMGN AMGN320.01%0.01%0.02%Q4 2019Q3 20235
EEM EEM550.01%0.01%0.01%Q3 2017Q3 20185
MTRAF MTRAF550.01%0.01%0.01%Q4 2019Q4 20205
QSR QSR550.01%0.01%0.01%Q4 2019Q4 20205
AIG AIG550.00%0.01%0.01%Q4 2019Q4 20205
BK Bank of NY Company550.01%0.01%0.01%Q4 2015Q4 20165
UL UL550.00%0.01%0.01%Q4 2020Q4 20215
MPC MPC550.00%0.01%0.01%Q4 2019Q4 20205
FDX FDX550.00%0.00%0.01%Q3 2018Q3 20195
ZM ZM320.00%0.00%0.01%Q3 2019Q1 20225
IEFA IEFA320.00%0.00%0.01%Q4 2017Q4 20215
TIF TIF550.00%0.00%0.00%Q4 2019Q4 20205
MASI MASI550.00%0.00%0.00%Q1 2017Q1 20185
ROBO ROBO550.00%0.00%0.00%Q3 2017Q3 20185
ROKU ROKU320.00%0.00%0.01%Q4 2019Q1 20225
KR The Kroger Co550.00%0.00%0.00%Q4 2015Q4 20165
FAST FAST210.00%0.00%0.01%Q1 2020Q3 20235
QYLD QYLD550.00%0.00%0.00%Q3 2022Q3 20235
NLY550.00%0.00%0.00%Q3 2022Q3 20235
MMC MMC550.00%0.00%0.00%Q4 2019Q4 20205
WTRG WTRG210.00%0.00%0.00%Q1 2020Q3 20235
GMICF550.00%0.00%0.00%Q4 2019Q4 20205
ZS ZS550.00%0.00%0.00%Q1 2022Q1 20235
CEMP Cempra Inc550.00%0.00%0.00%Q3 2016Q3 20175
NXPI NXPI210.00%0.00%0.00%Q1 2020Q3 20235
RCI RCI550.00%0.00%0.00%Q4 2019Q4 20205
IIPR IIPR550.00%0.00%0.00%Q1 2022Q1 20235
HEAR HEAR550.00%0.00%0.00%Q1 2017Q1 20185
CHEK CHEK550.00%0.00%0.00%Q1 2017Q1 20185
REZI REZI550.00%0.00%0.00%Q4 2018Q4 20195
VDC Vanguard Consumer Stap...449.30%10.99%12.21%Q1 2016Q4 20164
AGGP IQ Enhanced Core Plus ...441.97%4.39%7.03%Q3 2016Q2 20174
FSMB FSMB442.75%3.01%3.29%Q4 2022Q3 20234
FAPR FAPR441.69%1.70%1.71%Q4 2022Q3 20234
DAPR DAPR441.47%1.51%1.60%Q4 2022Q3 20234
KOMP KOMP440.08%0.10%0.11%Q1 2021Q4 20214
ARKG ARKG440.06%0.08%0.09%Q1 2021Q4 20214
GOOGL Google Inc. (GOOGL)440.04%0.05%0.08%Q4 2014Q3 20154
AXL AXL440.01%0.01%0.01%Q3 2020Q2 20214
UN UN440.01%0.01%0.01%Q4 2019Q3 20204
VB VB440.01%0.01%0.01%Q1 2021Q4 20214
BA BA310.00%0.00%0.01%Q1 2020Q3 20234
CGNX CGNX440.00%0.00%0.01%Q2 2017Q1 20184
QRTEA QVCA440.00%0.00%0.00%Q2 2017Q1 20184
ARAY Accuray Inc440.00%0.00%0.00%Q2 2015Q1 20164
UHAL.B440.00%0.00%0.00%Q4 2022Q3 20234
QRTEA QRTEA440.00%0.00%0.00%Q2 2018Q1 20194
IEMG IEMG220.00%0.00%0.00%Q4 2017Q1 20204
INSYQ Insys Therapeutics Inc440.00%0.00%0.00%Q3 2016Q2 20174
IPIX IPIX440.00%0.00%0.00%Q2 2017Q1 20184
IBDP IBDP330.71%1.31%1.64%Q1 2023Q3 20233
IBDO IBDO330.71%1.30%1.62%Q1 2023Q3 20233
IBDQ IBDQ330.72%1.27%1.59%Q1 2023Q3 20233
IBDR IBDR330.72%1.25%1.56%Q1 2023Q3 20233
VFH VFH330.00%0.57%1.72%Q4 2019Q2 20203
DELL DELL330.17%0.38%0.55%Q1 2023Q3 20233
TSCO TSCO330.19%0.31%0.37%Q1 2023Q3 20233
VGK VGK330.27%0.28%0.28%Q2 2021Q4 20213
UPS UPS330.21%0.27%0.31%Q1 2023Q3 20233
VBK VBK210.01%0.22%0.32%Q2 2018Q1 20213
ACVA ACVA330.03%0.04%0.05%Q1 2021Q3 20213
GOOG Google Inc.330.04%0.04%0.05%Q1 2015Q3 20153
MU MU330.03%0.04%0.05%Q1 2023Q3 20233
DMAR DMAR330.03%0.03%0.04%Q1 2023Q3 20233
QLS IQ Hedge Long/Short Tr...330.03%0.03%0.04%Q3 2015Q1 20163
REGN REGN330.03%0.03%0.03%Q1 2023Q3 20233
WST WST330.02%0.03%0.03%Q1 2023Q3 20233
CRM CRM330.02%0.03%0.03%Q1 2023Q3 20233
LIN330.02%0.03%0.03%Q1 2023Q3 20233
SITE SITE330.02%0.02%0.03%Q1 2023Q3 20233
SWKS SWKS330.01%0.02%0.05%Q1 2023Q3 20233
HLT HLT330.02%0.02%0.02%Q1 2023Q3 20233
CHD CHD330.02%0.02%0.02%Q1 2023Q3 20233
DJAN DJAN330.02%0.02%0.02%Q1 2023Q3 20233
V V330.02%0.02%0.02%Q1 2023Q3 20233
OGE OGE330.02%0.02%0.02%Q4 2020Q2 20213
AMD AMD330.01%0.01%0.02%Q1 2023Q3 20233
FMAR FMAR330.01%0.01%0.01%Q1 2023Q3 20233
BEN BEN330.01%0.01%0.01%Q4 2020Q2 20213
ZTS ZTS330.01%0.01%0.02%Q3 2021Q1 20223
PBA PBA330.01%0.01%0.01%Q4 2020Q2 20213
CP330.01%0.01%0.01%Q1 2023Q3 20233
HGH 416518504330.01%0.01%0.01%Q3 2021Q1 20223
VTC VTC330.01%0.01%0.01%Q1 2023Q3 20233
NEOG NEOG330.01%0.01%0.01%Q1 2023Q3 20233
ASHR Deutsche X-trackers Ha...330.01%0.01%0.01%Q4 2014Q2 20153
VUZI VUZI330.01%0.01%0.01%Q2 2017Q4 20173
FXI iShares FTSE China Lar...330.01%0.01%0.01%Q4 2014Q2 20153
PRU Prudential Finc'l Inc.210.00%0.01%0.01%Q2 2015Q3 20233
APG APG330.00%0.00%0.01%Q1 2021Q3 20213
STMP Stamps.com Inc330.00%0.00%0.01%Q2 2016Q4 20163
PX PX330.00%0.00%0.00%Q1 2018Q3 20183
KOPN KOPN330.00%0.00%0.00%Q2 2017Q4 20173
CLDR CLDR330.00%0.00%0.00%Q3 2019Q1 20203
PRLB Proto Labs Inc330.00%0.00%0.00%Q3 2015Q1 20163
LMND LMND330.00%0.00%0.00%Q3 2021Q1 20223
TWO TWO330.00%0.00%0.00%Q3 2019Q1 20203
AXP AXP330.00%0.00%0.00%Q1 2023Q3 20233
CNNXF CNNXF330.00%0.00%0.00%Q1 2019Q3 20193
ULTA ULTA330.00%0.00%0.00%Q1 2023Q3 20233
808CNT018330.00%0.00%0.00%Q1 2023Q3 20233
RDFN RDFN330.00%0.00%0.00%Q3 2021Q1 20223
SUNEQ SunEdison Inc330.00%0.00%0.00%Q2 2015Q4 20153
LUV LUV210.00%0.00%0.00%Q4 2017Q1 20233
EL EL330.00%0.00%0.00%Q1 2023Q3 20233
PINS PINS330.00%0.00%0.00%Q3 2021Q1 20223
NCR NCR330.00%0.00%0.00%Q2 2019Q4 20193
IPWR IPWR330.00%0.00%0.00%Q3 2017Q1 20183
DLR DLR210.00%0.00%0.00%Q2 2020Q1 20223
MENXF330.00%0.00%0.00%Q1 2017Q3 20173
CTIX CTIX330.00%0.00%0.00%Q3 2016Q1 20173
GEHC330.00%0.00%0.00%Q1 2023Q3 20233
OGN OGN330.00%0.00%0.00%Q2 2021Q4 20213
SCHD SCHD210.00%0.00%0.00%Q4 2021Q3 20233
BWX SPDR Barclays Internat...220.09%4.38%8.66%Q1 2016Q2 20162
KRE SPDR S&P Regional Bank...220.19%0.21%0.22%Q4 2015Q1 20162
DMAY DMAY220.20%0.20%0.20%Q2 2023Q3 20232
VCSH Vanguard Short-Term Co...220.02%0.03%0.03%Q1 2015Q2 20152
IBDT IBDT220.02%0.02%0.02%Q2 2023Q3 20232
IBDS IBDS220.02%0.02%0.02%Q2 2023Q3 20232
HSY Hershey Company220.02%0.02%0.02%Q4 2014Q1 20152
ARE ARE220.02%0.02%0.02%Q3 2018Q4 20182
SQ SQ220.01%0.01%0.02%Q1 2022Q2 20222
O O110.01%0.01%0.02%Q4 2017Q4 20202
BP BP220.01%0.01%0.01%Q1 2020Q2 20202
ADBE ADBE220.01%0.01%0.01%Q3 2021Q4 20212
LVMUY LVMUY220.01%0.01%0.01%Q2 2023Q3 20232
VSS VSS220.00%0.01%0.02%Q1 2017Q2 20172
HAL HAL220.00%0.01%0.02%Q2 2023Q3 20232
TWTR TWTR220.01%0.01%0.01%Q3 2019Q4 20192
ILMN ILMN220.01%0.01%0.01%Q1 2021Q2 20212
IBMN IBMN220.01%0.01%0.01%Q2 2023Q3 20232
IBMO IBMO220.01%0.01%0.01%Q2 2023Q3 20232
IBMP IBMP220.01%0.01%0.01%Q2 2023Q3 20232
OKTA OKTA220.01%0.01%0.01%Q2 2018Q3 20182
WATT WATT220.00%0.01%0.01%Q1 2017Q2 20172
EVOK EVOK220.00%0.00%0.01%Q4 2020Q1 20212
HIG HIG220.00%0.00%0.00%Q1 2020Q2 20202
DLX DLX220.00%0.00%0.00%Q1 2020Q2 20202
MAR MAR220.00%0.00%0.00%Q1 2020Q2 20202
TFX TFX220.00%0.00%0.00%Q1 2021Q2 20212
TRVN TRVN220.00%0.00%0.00%Q3 2019Q4 20192
BUD BUD220.00%0.00%0.00%Q4 2022Q1 20232
UAL UAL220.00%0.00%0.00%Q1 2023Q2 20232
LULU LULU220.00%0.00%0.00%Q4 2022Q1 20232
SRGA SRGA220.00%0.00%0.00%Q4 2021Q1 20222
FLGT FLGT220.00%0.00%0.00%Q1 2022Q2 20222
SWAV SWAV220.00%0.00%0.00%Q3 2019Q4 20192
SLV SLV220.00%0.00%0.00%Q4 2021Q1 20222
AQN AQN220.00%0.00%0.00%Q3 2018Q4 20182
RYN RYN220.00%0.00%0.00%Q1 2020Q2 20202
WFC WFC220.00%0.00%0.00%Q2 2023Q3 20232
FLEX FLEX220.00%0.00%0.00%Q3 2017Q4 20172
MGM MGM220.00%0.00%0.00%Q1 2023Q2 20232
RIG RIG220.00%0.00%0.00%Q3 2019Q4 20192
LSPD220.00%0.00%0.00%Q4 2022Q1 20232
HUM HUM220.00%0.00%0.00%Q2 2023Q3 20232
EXPE EXPE220.00%0.00%0.00%Q1 2023Q2 20232
PXD PXD220.00%0.00%0.00%Q2 2023Q3 20232
IDLV IDLV220.00%0.00%0.00%Q4 2021Q1 20222
VEC VEC220.00%0.00%0.00%Q1 2020Q2 20202
HST HST220.00%0.00%0.00%Q1 2020Q2 20202
GOVT GOVT220.00%0.00%0.00%Q4 2021Q1 20222
STIP STIP220.00%0.00%0.00%Q4 2021Q1 20222
COG CTRA220.00%0.00%0.00%Q2 2023Q3 20232
ESV VAL220.00%0.00%0.00%Q3 2019Q4 20192
AERO AeroGrow International...220.00%0.00%0.00%Q3 2016Q4 20162
FL FL220.00%0.00%0.00%Q2 2023Q3 20232
VTIP VTIP220.00%0.00%0.00%Q4 2021Q1 20222
ICSH ICSH220.00%0.00%0.00%Q4 2021Q1 20222
MLNT MLNT220.00%0.00%0.00%Q4 2017Q1 20182
IGSB IGSB220.00%0.00%0.00%Q4 2021Q1 20222
SWK SWK220.00%0.00%0.00%Q2 2023Q3 20232
WYNN WYNN220.00%0.00%0.00%Q2 2023Q3 20232
VEA Vanguard FTSE Develope...1112.51%12.51%12.51%Q4 2014Q4 20141
DJUL DJUL114.28%4.28%4.28%Q3 2023Q3 20231
FJUL FJUL114.05%4.05%4.05%Q3 2023Q3 20231
MOAT MOAT113.86%3.86%3.86%Q3 2023Q3 20231
SCHI SCHI113.32%3.32%3.32%Q3 2023Q3 20231
MDT Medtronic111.80%1.80%1.80%Q4 2014Q4 20141
BKLN PowerShares Senior Loa...110.04%0.04%0.04%Q4 2014Q4 20141
EWJ EWJ110.03%0.03%0.03%Q3 2023Q3 20231
WASH WASH110.02%0.02%0.02%Q4 2020Q4 20201
BRKB BRK B110.02%0.02%0.02%Q2 2020Q2 20201
DJUN DJUN110.02%0.02%0.02%Q3 2023Q3 20231
FJUN FJUN110.02%0.02%0.02%Q3 2023Q3 20231
MAIN MAIN110.02%0.02%0.02%Q4 2020Q4 20201
DUK Duke Energy Corp.110.01%0.01%0.01%Q2 2016Q2 20161
APA APA110.01%0.01%0.01%Q3 2018Q3 20181
CLX CLX110.01%0.01%0.01%Q4 2017Q4 20171
NJR NJR110.01%0.01%0.01%Q4 2017Q4 20171
WEC WEC110.01%0.01%0.01%Q4 2017Q4 20171
TTD TTD110.01%0.01%0.01%Q1 2022Q1 20221
ARCC ARCC110.01%0.01%0.01%Q4 2020Q4 20201
ES ES110.01%0.01%0.01%Q4 2017Q4 20171
EOG EOG110.01%0.01%0.01%Q3 2018Q3 20181
NTDOY NTDOY110.01%0.01%0.01%Q3 2023Q3 20231
KN KN110.01%0.01%0.01%Q3 2017Q3 20171
SHLDQ Sears Holdings Corp110.01%0.01%0.01%Q4 2014Q4 20141
TSM TSM110.01%0.01%0.01%Q1 2023Q1 20231
UA UA110.01%0.01%0.01%Q3 2019Q3 20191
SE Spectra Energy Corp110.01%0.01%0.01%Q2 2016Q2 20161
UAA UAA110.01%0.01%0.01%Q1 2017Q1 20171
TBT TBT110.00%0.00%0.00%Q1 2017Q1 20171
CSLT Castlight Health Inc110.00%0.00%0.00%Q2 2015Q2 20151
EYES Second Sight Medical P...110.00%0.00%0.00%Q2 2015Q2 20151
APHA APHQF110.00%0.00%0.00%Q1 2018Q1 20181
PI PI110.00%0.00%0.00%Q3 2023Q3 20231
RTIX RTI Surgical Inc110.00%0.00%0.00%Q3 2015Q3 20151
HPQ Hewlett Packard110.00%0.00%0.00%Q2 2015Q2 20151
SPOT SPOT110.00%0.00%0.00%Q3 2023Q3 20231
ITT ITT110.00%0.00%0.00%Q1 2020Q1 20201
ALGT ALGT110.00%0.00%0.00%Q4 2017Q4 20171
BACPRP 06055H608110.00%0.00%0.00%Q3 2023Q3 20231
IUS IUS110.00%0.00%0.00%Q4 2021Q4 20211
XLI XLI110.00%0.00%0.00%Q4 2022Q4 20221
IIGD IIGD110.00%0.00%0.00%Q4 2021Q4 20211
MFC Manulife Financial110.00%0.00%0.00%Q2 2015Q2 20151
SPY SPY110.00%0.00%0.00%Q3 2023Q3 20231
RGEN RGEN110.00%0.00%0.00%Q1 2023Q1 20231
NBIX NBIX110.00%0.00%0.00%Q4 2019Q4 20191
ISDX ISDX110.00%0.00%0.00%Q4 2021Q4 20211
GE110.00%0.00%0.00%Q1 2023Q1 20231
UPST UPST110.00%0.00%0.00%Q1 2022Q1 20221
IIGV IIGV110.00%0.00%0.00%Q4 2021Q4 20211
BAB BAB110.00%0.00%0.00%Q4 2021Q4 20211
MUR MUR110.00%0.00%0.00%Q4 2020Q4 20201
FTR Frontier Communications110.00%0.00%0.00%Q2 2015Q2 20151
PUBM PUBM110.00%0.00%0.00%Q1 2022Q1 20221
VIAC VIAC110.00%0.00%0.00%Q1 2020Q1 20201
VTRS VTRS110.00%0.00%0.00%Q3 2023Q3 20231
DOCN DOCN110.00%0.00%0.00%Q1 2022Q1 20221
COIN COIN110.00%0.00%0.00%Q1 2022Q1 20221
CDXS CDXS110.00%0.00%0.00%Q2 2019Q2 20191
CHK CHK110.00%0.00%0.00%Q3 2019Q3 20191
XTNT XTNT110.00%0.00%0.00%Q3 2019Q3 20191
LCID110.00%0.00%0.00%Q3 2023Q3 20231
FCEL FCEL110.00%0.00%0.00%Q1 2023Q1 20231
JBLU JBLU110.00%0.00%0.00%Q1 2023Q1 20231
FUBO FUBO110.00%0.00%0.00%Q1 2022Q1 20221
KHC KHC110.00%0.00%0.00%Q3 2023Q3 20231
FVRR FVRR110.00%0.00%0.00%Q1 2022Q1 20221
WBD110.00%0.00%0.00%Q1 2023Q1 20231
TDOC TDOC110.00%0.00%0.00%Q1 2022Q1 20221
HYLN HYLN110.00%0.00%0.00%Q1 2023Q1 20231
JMIA JMIA110.00%0.00%0.00%Q1 2023Q1 20231
XMLV XMLV110.00%0.00%0.00%Q4 2021Q4 20211
CHWY CHWY110.00%0.00%0.00%Q3 2023Q3 20231
SCHWPRJ 808513865110.00%0.00%0.00%Q3 2023Q3 20231
WKHS WKHS110.00%0.00%0.00%Q1 2023Q1 20231
RYAM RYAM110.00%0.00%0.00%Q1 2020Q1 20201
LUMN CenturyLink110.00%0.00%0.00%Q2 2015Q2 20151
PATH PATH110.00%0.00%0.00%Q1 2022Q1 20221
EELV EELV110.00%0.00%0.00%Q4 2021Q4 20211
COFPRJ 14040H782110.00%0.00%0.00%Q3 2023Q3 20231
SNDL110.00%0.00%0.00%Q1 2023Q1 20231
BFLY BFLY110.00%0.00%0.00%Q1 2023Q1 20231
BNVIQ BNVIQ110.00%0.00%0.00%Q4 2017Q4 20171
ARBKF110.00%0.00%0.00%Q1 2023Q1 20231
MNMD110.00%0.00%0.00%Q1 2023Q1 20231
ISEM ISEM110.00%0.00%0.00%Q4 2021Q4 20211
BEAM BEAM110.00%0.00%0.00%Q1 2022Q1 20221
IUSS IUSS110.00%0.00%0.00%Q4 2021Q4 20211
IVV IVV110.00%0.00%0.00%Q3 2023Q3 20231
MTTR110.00%0.00%0.00%Q1 2022Q1 20221
VAC VAC110.00%0.00%0.00%Q1 2020Q1 20201
XXII110.00%0.00%0.00%Q3 2023Q3 20231
EXR EXR110.00%0.00%0.00%Q3 2023Q3 20231
JCPNQ JC Penney Co Inc110.00%0.00%0.00%Q2 2016Q2 20161
PLTR PLTR110.00%0.00%0.00%Q1 2023Q1 20231
OZSC OZSC110.00%0.00%0.00%Q3 2019Q3 20191
SNVP SNVP110.00%0.00%0.00%Q3 2023Q3 20231
ASAPF110.00%0.00%0.00%Q3 2023Q3 20231
DD DD110.00%0.00%0.00%Q3 2023Q3 20231
AAL AAL110.00%0.00%0.00%Q1 2023Q1 20231
 Download

The securities at the top of the list , including Schwab U.S. Broad Market (ETF), VTI, and SCHZ, are the highest-conviction holdings of OGOREK ANTHONY JOSEPH /NY/ /ADV.

The conviction is calculated by counting the number of quarters a security has been reported by OGOREK ANTHONY JOSEPH /NY/ /ADV. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that OGOREK ANTHONY JOSEPH /NY/ /ADV owns currently or has owned in the past.