O'Rourke & Company, Inc Purchases in Q2 2025

O'Rourke & Company, Inc

  • $207 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
29.7K
+ 58.36%
$172.42 - $223.89 $5.12M - $6.65M
80.6K $16.5M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
10.7K
+ 297.26%
$99.1 - $99.49 $1.06M - $1.07M
14.3K $1.42M
GS
Goldman Sachs Group Inc

Financial Services
51
+ 1.47%
$462.22 - $707.75 $23.6K - $36.1K
3.53K $2.5M
NVDA
Nvidia Corp

Technology
293
+ 3.15%
$94.31 - $157.99 $27.6K - $46.3K
9.59K $1.51M
VTI
Vanguard Total Stock Market Et

ETFs
226
+ 1.64%
$243.75 - $303.93 $55.1K - $68.7K
14K $4.27M
QQQ
Invesco Qqq Trust, Series 1

ETFs
628
+ 62.86%
$416.06 - $551.64 $261K - $346K
1.63K $897K
JPIE
J P Morgan Exchange Traded Fd
8.26K
+ 6.19%
$45.12 - $46.32 $373K - $382K
142K $6.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
225
+ 7.15%
$496.48 - $617.85 $112K - $139K
3.37K $2.08M
PTC
Ptc Inc.

Technology
1.5K
New
$136.74 - $173.24 $205K - $259K
1.5K $257K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.69K
+ 50.66%
$50.1 - $51.02 $235K - $239K
13.9K $711K
EVR
Evercore Inc.

Financial Services
62
+ 2.13%
$163.77 - $271.5 $10.2K - $16.8K
2.97K $802K
PANW
Palo Alto Networks Inc

Technology
1.07K
New
$152.44 - $204.64 $163K - $218K
1.07K $218K
ORCL
Oracle Corp

Technology
971
New
$122.82 - $218.63 $119K - $212K
971 $212K
MTB
M&T Bank Corp

Financial Services
1.07K
New
$156.58 - $193.99 $168K - $208K
1.07K $207K
META
Meta Platforms, Inc.

Communication Services
274
New
$484.66 - $738.09 $133K - $202K
274 $202K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
695
+ 4.84%
$114.78 - $133.31 $79.8K - $92.7K
15.1K $2.01M
PHO
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.07%
$58.13 - $69.92 $1.22K - $1.47K
28.3K $1.97M
XLV
Select Sector Spdr Fund Health

ETFs
1.58K
+ 28.74%
$128.77 - $144.3 $203K - $228K
7.07K $952K
VPU
Vanguard Utilities ETF

ETFs
411
+ 3.52%
$158.36 - $178.82 $65.1K - $73.5K
12.1K $2.13M
CWB
Spdr Bloomberg Convertible Sec

ETFs
19
+ 0.09%
$71.86 - $82.66 $1.37K - $1.57K
22.4K $1.85M
WMT
Walmart Inc.

Consumer Defensive
14
+ 0.11%
$81.79 - $99.98 $1.15K - $1.4K
12.8K $1.25M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
11.4K
New
$10.78 - $11.28 $123K - $129K
11.4K $127K
DLR
Digital Realty Trust, Inc.

Real Estate
329
+ 16.17%
$136.11 - $177.69 $44.8K - $58.5K
2.36K $412K
VCIT
Vanguard Intermediate Term Cor

ETFs
481
+ 0.88%
$79.56 - $82.92 $38.3K - $39.9K
54.9K $4.56M
XLU
Utilities Sector Spdr

ETFs
814
+ 9.16%
$73.09 - $82.77 $59.5K - $67.4K
9.71K $792K
BUG
Global X Fds Cybersecurity ETF

ETFs
43
+ 0.25%
$29.9 - $37.1 $1.29K - $1.6K
17.3K $640K
BAC
Bank Of America Corp

Financial Services
10
+ 0.09%
$34.39 - $47.46 $344 - $475
11.7K $555K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
17
+ 0.19%
$75.29 - $91.16 $1.28K - $1.55K
8.78K $790K
C
Citigroup Inc

Financial Services
6
+ 0.13%
$58.13 - $85.12 $349 - $511
4.5K $382K
XLF
Financial Sector Spdr

ETFs
281
+ 1.66%
$43.92 - $52.37 $12.3K - $14.7K
17.2K $900K
CAT
Caterpillar Inc

Industrials
2
+ 0.21%
$273.94 - $388.21 $548 - $776
946 $367K
SLV
I Shares Silver Trust

ETFs
498
+ 2.87%
$27.08 - $33.74 $13.5K - $16.8K
17.9K $585K
WFC
Wells Fargo & Company

Financial Services
3
+ 0.06%
$60.98 - $80.12 $183 - $240
4.73K $379K
EEM
Ishares Msci Emerging Markets

ETFs
16
+ 0.21%
$38.52 - $48.28 $616 - $772
7.82K $376K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
231
+ 6.17%
$121.58 - $136.74 $28.1K - $31.6K
3.98K $539K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
20.1K
New
$0.51 - $1.64 $10.3K - $33K
20.1K $32K
PLUG
Plug Power Inc

Industrials
20K
New
$0.7 - $1.49 $14K - $29.8K
20K $29K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 1.06%
$456.74 - $568.03 $2.28K - $2.84K
475 $269K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.13K
+ 1.93%
$90.85 - $102.31 $103K - $116K
59.7K $6.01M
EEMV
Ishares Msci Emerging Markets

ETFs
37
+ 0.78%
$54.12 - $62.8 $2K - $2.32K
4.78K $299K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
13.3K
New
$1.14 - $1.91 $15.2K - $25.5K
13.3K $17K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.79K
+ 7.62%
$24.32 - $27.87 $43.6K - $49.9K
25.3K $669K
HYG
Ishares Tr

ETFs
48
+ 0.97%
$75.75 - $80.65 $3.64K - $3.87K
5K $402K
FTCS
First Trust Capital Strength E

ETFs
12
+ 0.2%
$81.6 - $92.39 $979 - $1.11K
6.1K $554K
MA
Mastercard Inc

Financial Services
7
+ 1.75%
$479.92 - $590.74 $3.36K - $4.14K
407 $228K
T
At&T Inc.

Communication Services
21
+ 0.16%
$26.33 - $28.94 $553 - $608
13.3K $385K
MO
Altria Group, Inc.

Consumer Defensive
287
+ 4.69%
$55.56 - $60.91 $15.9K - $17.5K
6.41K $375K
VDC
Vanguard Consumer Staples ETF

ETFs
2
+ 0.11%
$204.89 - $224.73 $410 - $449
1.82K $397K
ARCC
Ares Capital Corp

Financial Services
173
+ 1.19%
$18.91 - $22.43 $3.27K - $3.88K
14.7K $323K
Activity Summary
Buys All Purchases 71 New Holdings 10 Increased Positions 61 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track O'Rourke & Company, Inc Portfolio

Follow O'Rourke & Company, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Rourke & Company, Inc, based on Form 13F filings with the SEC.

News

Stay updated on O'Rourke & Company, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email