OGOREK ANTHONY JOSEPH /NY/ /ADV 13F Holdings

CIK 0000714364 · WILLIAMSVILLE, NY

As of Sep 30, 2025, OGOREK ANTHONY JOSEPH /NY/ /ADV reported 691 positions worth $344.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
FT VEST US EQUITY DEEP BUFFER ETF - JULYDJUL—685,737$32.0K9.29%
VANGUARD TOTAL STOCK MKT ETFVTI—84,263$27.7K8.02%
ISHARES FLEX I A ETF-USD INCBINC—464,996$24.8K7.18%
VANGUARD 500 INDEX FUNDVOO—33,447$20.5K5.94%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—214,971 5.8K4.58%
CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETFCVLC—192,577 5.8K4.57%
SCHWAB US BROAD MARKET ETFSCHB—585,318 5.0K4.37%
FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - MARCHYMAR—514,857 3.5K3.92%
FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBERYSEP—520,411 3.3K3.85%
FT VEST US EQUITY DEEP BUFFER ETF - OCTOBERDOCT—303,524 3.1K3.80%
GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETFPAVE—230,453 1.0K3.18%
VANGUARD ESG INTERNATIONAL STOCK ETFVSGX—154,829 0.7K3.12%
MEDTRONIC PLCMDTHealthcare104,216$9.9K2.88%
ELI LILLY & COLLYHealthcare12,455$9.5K2.76%
VANGUARD GROWTH INDEX FUNDVUG—19,090$9.2K2.66%
FT VEST US EQUITY DEEP BUFFER ETF - NOVEMBERDNOV—173,191$8.1K2.35%
VANGUARD DIVIDEND APPREC ETFVIG—32,886$7.1K2.06%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services13,552$6.8K1.98%
CATERPILLAR INCCATIndustrials13,134$6.3K1.82%
APPLE INCAAPLTechnology23,320$5.9K1.72%
BROADCOM INCAVGOTechnology14,946$4.9K1.43%
FT VEST US EQUITY BUFFER ETF - APRILFAPR—106,560$4.6K1.34%
FT VEST US EQUITY DEEP BUFFER ETF - SEPTEMBERDSEP—76,807$3.4K0.98%
DELL TECHNOLOGIES INCDELLTechnology20,635$2.9K0.85%
ALPHABET INCGOOGLEquity9,513$2.3K0.67%