O'Rourke & Company, Inc Incresed Positions in Q1 2025

O'Rourke & Company, Inc

  • $188 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
14.1K
+ 11.86%
$45.46 - $46.18 $643K - $653K
133K $6.14M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
8.58K
+ 159.76%
$74.34 - $81.0 $638K - $695K
13.9K $1.06M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.29K
+ 18.93%
$126.11 - $135.06 $289K - $309K
14.4K $1.85M
GLD
Spdr Gold Trust

ETFs
434
+ 11.85%
$243.19 - $288.14 $106K - $125K
4.1K $1.18M
VPU
Vanguard Utilities ETF

ETFs
1.2K
+ 11.42%
$161.24 - $173.33 $193K - $207K
11.7K $1.99M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.11K
+ 4.03%
$79.17 - $82.04 $167K - $173K
54.5K $4.45M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
913
+ 1.58%
$97.38 - $104.52 $88.9K - $95.4K
58.5K $5.98M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.33K
+ 86.22%
$211.47 - $267.17 $282K - $356K
2.88K $608K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.59K
+ 5.77%
$56.17 - $59.71 $258K - $274K
84K $4.8M
VFH
Vanguard Financial ETF

ETFs
1.69K
+ 8.17%
$114.07 - $127.34 $193K - $215K
22.4K $2.68M
ADI
Analog Devices Inc

Technology
1.21K
+ 25.33%
$201.56 - $243.82 $243K - $294K
5.96K $1.2M
VDE
Vanguard Energy ETF

ETFs
312
+ 1.91%
$119.14 - $132.76 $37.2K - $41.4K
16.6K $2.16M
JPM
Jpmorgan Chase & CO

Financial Services
184
+ 0.8%
$225.19 - $279.95 $41.4K - $51.5K
23.3K $5.71M
LLY
Eli Lilly & CO

Healthcare
83
+ 5.61%
$725.72 - $929.72 $60.2K - $77.2K
1.56K $1.29M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.08K
+ 4.76%
$169.43 - $182.84 $182K - $197K
23.7K $4.11M
SLV
I Shares Silver Trust

ETFs
1.99K
+ 12.93%
$26.93 - $31.32 $53.5K - $62.3K
17.4K $537K
VZ
Verizon Communications Inc

Communication Services
364
+ 1.85%
$37.81 - $46.49 $13.8K - $16.9K
20K $906K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.46K
+ 30.19%
$83.18 - $89.27 $121K - $130K
6.28K $524K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.02K
+ 20.8%
$30.73 - $32.26 $124K - $130K
23.4K $718K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.15K
+ 10.91%
$58.01 - $64.46 $66.9K - $74.4K
11.7K $728K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.11K
+ 15.24%
$27.01 - $28.54 $83.9K - $88.7K
23.5K $656K
BMY
Bristol Myers Squibb CO

Healthcare
1.08K
+ 14.14%
$53.9 - $63.11 $58.4K - $68.3K
8.74K $533K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.45K
+ 4.68%
$49.25 - $50.66 $121K - $124K
54.9K $2.72M
MGV
Vanguard Mega Cap Value

ETFs
519
+ 8.69%
$123.61 - $133.01 $64.2K - $69K
6.49K $836K
T
At&T Inc.

Communication Services
694
+ 5.5%
$21.56 - $28.28 $15K - $19.6K
13.3K $376K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
689
+ 8.54%
$78.97 - $85.82 $54.4K - $59.1K
8.76K $726K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
505
+ 15.59%
$128.74 - $138.67 $65K - $70K
3.74K $507K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.38K
+ 6.56%
$75.99 - $81.58 $105K - $112K
22.3K $1.71M
VICI
Vici Properties Inc.

Real Estate
1.04K
+ 8.52%
$28.21 - $32.68 $29.2K - $33.8K
13.2K $429K
XLRE
Select Sector Spdr Tr Real Est

ETFs
844
+ 2.89%
$39.18 - $43.52 $33.1K - $36.7K
30.1K $1.26M
VOE
Vanguard Mid Cap Value Index F

ETFs
479
+ 8.64%
$156.61 - $168.02 $75K - $80.5K
6.02K $966K
HYG
Ishares Tr

ETFs
840
+ 20.45%
$78.51 - $80.11 $65.9K - $67.3K
4.95K $390K
DUK
Duke Energy Corp

Utilities
13
+ 0.29%
$105.87 - $121.97 $1.38K - $1.59K
4.53K $552K
GS
Goldman Sachs Group Inc

Financial Services
270
+ 8.41%
$524.81 - $672.19 $142K - $181K
3.48K $1.9M
XLU
Utilities Sector Spdr

ETFs
386
+ 4.54%
$74.7 - $80.27 $28.8K - $31K
8.89K $701K
XLF
Financial Sector Spdr

ETFs
638
+ 3.92%
$47.32 - $52.19 $30.2K - $33.3K
16.9K $842K
SO
Southern CO

Utilities
6
+ 0.1%
$80.96 - $92.96 $486 - $558
5.78K $531K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.21%
$279.74 - $321.29 $1.4K - $1.61K
2.43K $760K
WM
Waste Management Inc

Industrials
3
+ 0.17%
$200.54 - $233.78 $602 - $701
1.73K $400K
MO
Altria Group, Inc.

Consumer Defensive
35
+ 0.58%
$50.81 - $60.02 $1.78K - $2.1K
6.12K $367K
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.13%
$137.61 - $149.68 $963 - $1.05K
5.49K $801K
VNQ
Vanguard Specialized Funds Van

ETFs
353
+ 4.48%
$85.55 - $94.34 $30.2K - $33.3K
8.23K $744K
VDC
Vanguard Consumer Staples ETF

ETFs
82
+ 4.74%
$206.54 - $226.16 $16.9K - $18.5K
1.81K $396K
CRWD
Crowd Strike Holdings, Inc.

Technology
38
+ 3.62%
$308.86 - $455.36 $11.7K - $17.3K
1.09K $383K
PG
Procter & Gamble CO

Consumer Defensive
50
+ 0.92%
$158.56 - $176.26 $7.93K - $8.81K
5.5K $937K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
36
+ 5.47%
$408.78 - $448.82 $14.7K - $16.2K
694 $291K
FTCS
First Trust Capital Strength E

ETFs
1
+ 0.02%
$86.39 - $91.35 $86.4 - $91.4
6.09K $545K
VTV
Vanguard Value ETF

ETFs
7
+ 0.28%
$167.73 - $179.21 $1.17K - $1.25K
2.48K $428K
WFC
Wells Fargo & Company

Financial Services
3
+ 0.06%
$66.78 - $81.42 $200 - $244
4.73K $339K
Activity Summary
Buys All Purchases 95 New Holdings 6 Increased Positions 89 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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