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
VZ
Verizon Communications Inc

Communication Services
965
+ 4.83%
$41.67 - $45.62 $40.2K - $44K
21K $906K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.11%
$335.24 - $380.78 $335 - $381
927 $339K
Invesco Exchange Traded Fd T
3.16K
New
N/A
3.16K $0
Blackrock ETF Trust Ii
3.1K
+ 15.32%
N/A
23.3K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
24
+ 0.45%
N/A
5.41K $0
SO
Southern CO

Utilities
6
+ 0.1%
$84.91 - $92.56 $509 - $555
5.78K $531K
AGNC
Agnc Investment Corp.

Real Estate
212
+ 1.38%
$8.12 - $9.49 $1.72K - $2.01K
15.6K $143K
GBDC
Golub Capital Bdc, Inc.

Financial Services
114
+ 0.98%
$13.03 - $15.28 $1.49K - $1.74K
11.7K $171K
VNQ
Vanguard Specialized Funds Van

ETFs
47
+ 0.57%
$79.79 - $91.42 $3.75K - $4.3K
8.27K $736K
DVY
Ishares Tr

ETFs
15
+ 0.18%
$118.37 - $134.86 $1.78K - $2.02K
8.5K $1.13M
DUK
Duke Energy Corp

Utilities
12
+ 0.27%
$112.46 - $124.05 $1.35K - $1.49K
4.54K $535K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
159
+ 0.29%
$48.13 - $49.85 $7.65K - $7.93K
55K $2.7M
PEP
Pepsico Inc

Consumer Defensive
6
+ 0.37%
$128.02 - $151.37 $768 - $908
1.65K $217K
AMGN
Amgen Inc

Healthcare
3
+ 0.25%
$262.28 - $309.85 $787 - $930
1.21K $338K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.16%
$285.55 - $321.23 $1.14K - $1.28K
2.44K $712K
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.09%
$157.66 - $172.39 $788 - $862
5.51K $877K
JNJ
Johnson & Johnson

Healthcare
6
+ 0.07%
$146.36 - $159.82 $878 - $959
8.49K $1.3M
BMY
Bristol Myers Squibb CO

Healthcare
77
+ 0.88%
$44.12 - $59.6 $3.4K - $4.59K
8.82K $408K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 0.5%
$483.48 - $539.8 $12.1K - $13.5K
5K $2.43M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
324
+ 0.24%
$68.13 - $74.77 $22.1K - $24.2K
135K $9.86M
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