O'Rourke & Company, Inc Incresed Positions in Q3 2024

O'Rourke & Company, Inc

  • $196 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
683
+ 1.51%
$104.51 - $133.23 $71.4K - $91K
45.8K $5.98M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
252
+ 0.18%
$64.57 - $71.76 $16.3K - $18.1K
138K $9.91M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.33K
+ 6.21%
$95.1 - $106.76 $317K - $356K
57K $6.08M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.7K
+ 16.31%
$54.98 - $59.51 $587K - $635K
76.1K $4.53M
VPU
Vanguard Utilities ETF

ETFs
2.69K
+ 57.03%
$146.64 - $174.54 $394K - $469K
7.39K $1.29M
IBM
International Business Machines Corp

Technology
45
+ 0.37%
$175.1 - $223.38 $7.88K - $10.1K
12.1K $2.67M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.65K
+ 21.11%
$49.93 - $51.15 $482K - $493K
55.3K $2.83M
RSP
Invesco S&P 500 Equal Weight E

ETFs
968
+ 4.72%
$162.83 - $179.16 $158K - $173K
21.5K $3.85M
WELL
Welltower Inc.

Real Estate
23
+ 0.14%
$104.0 - $129.74 $2.39K - $2.98K
16.3K $2.08M
XLK
Technology Sector Spdr

ETFs
1.63K
+ 4.39%
$197.34 - $237.68 $321K - $387K
38.7K $8.73M
VBR
Vanguard Small Cap Value ETF

ETFs
381
+ 2.92%
$179.99 - $201.6 $68.6K - $76.8K
13.4K $2.69M
LLY
Eli Lilly & CO

Healthcare
340
+ 30.58%
$772.14 - $960.02 $263K - $326K
1.45K $1.29M
SOXX
Ishares Semiconductor ETF

ETFs
1.3K
+ 65.87%
$199.29 - $265.49 $259K - $345K
3.27K $754K
APO
Apollo Global Management, Inc.

Financial Services
629
+ 2.32%
$99.16 - $125.81 $62.4K - $79.1K
27.7K $3.46M
JPM
Jpmorgan Chase & CO

Financial Services
170
+ 0.74%
$194.9 - $224.8 $33.1K - $38.2K
23.2K $4.88M
VTI
Vanguard Total Stock Market Et

ETFs
20
+ 0.15%
$255.18 - $283.2 $5.1K - $5.66K
13.5K $3.83M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.37K
+ 5.54%
$38.04 - $45.36 $52.1K - $62.1K
26.1K $1.17M
VHT
Vanguard Health Care ETF

ETFs
142
+ 1.4%
$261.88 - $288.1 $37.2K - $40.9K
10.3K $2.9M
WMT
Walmart Inc.

Consumer Defensive
378
+ 2.98%
$66.91 - $81.4 $25.3K - $30.8K
13K $1.05M
XLU
Utilities Sector Spdr

ETFs
1.35K
+ 20.21%
$67.67 - $80.78 $91K - $109K
8K $646K
GS
Goldman Sachs Group Inc

Financial Services
99
+ 3.08%
$459.02 - $510.25 $45.4K - $50.5K
3.32K $1.64M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.3K
+ 30.91%
$58.03 - $65.37 $134K - $150K
9.75K $630K
PHO
Invesco Exchange Traded Fd Tr

ETFs
227
+ 0.79%
$63.82 - $70.54 $14.5K - $16K
29.1K $2.05M
EVR
Evercore Inc.

Financial Services
149
+ 4.81%
$211.0 - $258.67 $31.4K - $38.5K
3.25K $822K
VNQ
Vanguard Specialized Funds Van

ETFs
797
+ 11.71%
$82.97 - $98.97 $66.1K - $78.9K
7.61K $740K
KO
Coca Cola CO

Consumer Defensive
248
+ 1.34%
$62.69 - $73.01 $15.5K - $18.1K
18.8K $1.35M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
481
+ 4.45%
$117.9 - $128.2 $56.7K - $61.7K
11.3K $1.45M
PAVE
Global X Fds Us Infrastructure

ETFs
774
+ 2.51%
$36.39 - $41.16 $28.2K - $31.9K
31.6K $1.3M
BMY
Bristol Myers Squibb CO

Healthcare
1.7K
+ 29.34%
$39.66 - $51.75 $67.5K - $88.1K
7.5K $388K
MCD
Mcdonalds Corp

Consumer Cyclical
77
+ 3.1%
$245.82 - $304.51 $18.9K - $23.4K
2.56K $779K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.38K
+ 22.13%
$31.18 - $33.5 $105K - $113K
18.6K $619K
VO
Vanguard Mid Cap ETF

ETFs
262
+ 8.45%
$237.84 - $263.83 $62.3K - $69.1K
3.36K $886K
VZ
Verizon Communications Inc

Communication Services
1.58K
+ 9.26%
$38.89 - $45.0 $61.4K - $71.1K
18.7K $837K
NVDA
Nvidia Corp

Technology
1.19K
+ 18.4%
$98.91 - $134.91 $117K - $160K
7.62K $925K
BXP
Boston Properties Inc

Real Estate
375
+ 7.7%
$60.3 - $82.49 $22.6K - $30.9K
5.25K $422K
VOE
Vanguard Mid Cap Value Index F

ETFs
140
+ 2.51%
$149.02 - $167.67 $20.9K - $23.5K
5.73K $960K
GLD
Spdr Gold Trust

ETFs
171
+ 6.6%
$215.56 - $246.98 $36.9K - $42.2K
2.76K $671K
LOW
Lowes Companies Inc

Consumer Cyclical
44
+ 2.25%
$213.3 - $270.78 $9.39K - $11.9K
2K $542K
CAT
Caterpillar Inc

Industrials
136
+ 14.75%
$316.8 - $391.12 $43.1K - $53.2K
1.06K $413K
KMI
Kinder Morgan, Inc.

Energy
160
+ 0.38%
$19.72 - $22.22 $3.16K - $3.56K
42.4K $936K
VDE
Vanguard Energy ETF

ETFs
1.31K
+ 10.46%
$117.44 - $131.06 $153K - $171K
13.8K $1.69M
CG
Carlyle Group Inc.

Financial Services
1.08K
+ 6.48%
$37.24 - $49.74 $40.2K - $53.7K
17.7K $763K
PFE
Pfizer Inc

Healthcare
2.71K
+ 16.85%
$27.7 - $31.39 $75K - $85K
18.8K $543K
MC
Moelis & CO

Financial Services
294
+ 4.75%
$57.14 - $70.62 $16.8K - $20.8K
6.49K $444K
IBB
Ishares Biotechnology ETF

ETFs
234
+ 3.53%
$135.09 - $149.47 $31.6K - $35K
6.86K $998K
HD
Home Depot, Inc.

Consumer Cyclical
71
+ 7.47%
$333.64 - $405.2 $23.7K - $28.8K
1.02K $413K
NGG
National Grid PLC

Utilities
117
+ 1.97%
$57.14 - $70.48 $6.69K - $8.25K
6.07K $422K
XLF
Financial Sector Spdr

ETFs
458
+ 3.07%
$40.84 - $45.74 $18.7K - $20.9K
15.4K $697K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
413
+ 1.95%
$52.1 - $59.66 $21.5K - $24.6K
21.6K $1.28M
Activity Summary
Buys All Purchases 101 New Holdings 10 Increased Positions 91 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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