O'Rourke & Company, Inc Purchases and Sells in Q1 2025

O'Rourke & Company, Inc

$188 Million
Q1 2025

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPIE	14.1K + 11.86%	$45.46 - $46.18 $643K - $653K	133K $6.14M
GSEW	8.58K + 159.76%	$74.34 - $81.0 $638K - $695K	13.9K $1.06M
VYM	2.29K + 18.93%	$126.11 - $135.06 $289K - $309K	14.4K $1.85M
GLD	434 + 11.85%	$243.19 - $288.14 $106K - $125K	4.1K $1.18M
VPU	1.2K + 11.42%	$161.24 - $173.33 $193K - $207K	11.7K $1.99M
VCIT	2.11K + 4.03%	$79.17 - $82.04 $167K - $173K	54.5K $4.45M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLOT	9.25K New	$50.87 - $51.09 $471K - $473K	9.25K $472K
SPYG	3.05K New	$80.05 - $92.39 $244K - $282K	3.05K $245K
GBDC	11.6K New	$14.46 - $15.96 $168K - $186K	11.6K $175K
PFD	12.4K New	$11.09 - $11.43 $138K - $142K	12.4K $139K
ABPRO HLDGS INC	49.3K New	N/A	49.3K $0
QQQA	7.7K New	N/A	7.7K $0

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-32.3K - 38.85%	$209.68 - $247.1 $6.78M - $7.99M	50.9K $11.3M
BX	-1.07K - 1.87%	$136.53 - $186.74 $146K - $200K	56.4K $7.88M
KKR	-581 - 1.45%	$108.17 - $167.07 $62.8K - $97.1K	39.6K $4.58M
APO	-309 - 1.22%	$126.01 - $172.06 $38.9K - $53.2K	25K $3.43M
MSFT	-221 - 1.66%	$375.39 - $447.2 $83K - $98.8K	13.1K $4.92M
GOOG	-295 - 1.8%	$156.06 - $207.71 $46K - $61.3K	16.1K $2.52M

Activity Summary All Purchases 95 New Holdings 6 Increased Positions 89 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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