O'Rourke & Company, Inc Incresed Positions 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
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.69K
+ 50.66%
$50.1 - $51.02 $235K - $239K
13.9K $711K
GLD
Spdr Gold Trust

ETFs
529
+ 12.92%
$273.71 - $316.29 $145K - $167K
4.63K $1.41M
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
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
C
Citigroup Inc

Financial Services
6
+ 0.13%
$58.13 - $85.12 $349 - $511
4.5K $382K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
17
+ 0.19%
$75.29 - $91.16 $1.28K - $1.55K
8.78K $790K
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
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
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
T
At&T Inc.

Communication Services
21
+ 0.16%
$26.33 - $28.94 $553 - $608
13.3K $385K
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
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
Blackrock ETF Trust Ii
3.1K
+ 15.32%
N/A
23.3K $0
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
SO
Southern CO

Utilities
6
+ 0.1%
$84.91 - $92.56 $509 - $555
5.78K $531K
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
24
+ 0.45%
N/A
5.41K $0
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
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
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