O'Rourke & Company, Inc Incresed Positions in Q3 2025

O'Rourke & Company, Inc

  • $229 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
910
+ 1.13%
$202.38 - $256.87 $184K - $234K
81.5K $20.8M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
26K
+ 181.12%
$99.12 - $99.52 $2.57M - $2.58M
40.3K $4.01M
GOOG
Alphabet Inc.

Communication Services
1.42K
+ 8.89%
$175.16 - $255.24 $249K - $362K
17.4K $4.24M
GOOGL
Alphabet Inc.

Communication Services
935
+ 5.5%
$174.36 - $254.72 $163K - $238K
17.9K $4.36M
XLK
Technology Sector Spdr

ETFs
834
+ 2.19%
$250.97 - $282.66 $209K - $236K
39K $11M
JPIE
J P Morgan Exchange Traded Fd
19.3K
+ 13.66%
$46.01 - $46.55 $890K - $900K
161K $7.47M
NVDA
Nvidia Corp

Technology
1.21K
+ 12.66%
$153.3 - $186.58 $186K - $227K
10.8K $2.02M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9.17K
+ 65.81%
$50.82 - $51.09 $466K - $469K
23.1K $1.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
332
+ 9.85%
$617.65 - $666.84 $205K - $221K
3.7K $2.47M
VTI
Vanguard Total Stock Market Et

ETFs
50
+ 0.36%
$303.93 - $329.86 $15.2K - $16.5K
14.1K $4.62M
AMZN
Amazon Com Inc

Consumer Cyclical
1.29K
+ 8.14%
$211.65 - $238.24 $273K - $307K
17.1K $3.76M
DLR
Digital Realty Trust, Inc.

Real Estate
1.66K
+ 70.39%
$161.21 - $180.02 $268K - $300K
4.03K $696K
GLD
Spdr Gold Trust

ETFs
16
+ 0.35%
$300.96 - $355.47 $4.82K - $5.69K
4.64K $1.65M
SLV
I Shares Silver Trust

ETFs
1.51K
+ 8.47%
$32.73 - $42.5 $49.5K - $64.3K
19.4K $820K
SOXX
Ishares Semiconductor ETF

ETFs
331
+ 8.66%
$236.93 - $271.12 $78.4K - $89.7K
4.15K $1.13M
IVV
Ishares Core S&P 500 ETF

ETFs
261
+ 33.08%
$620.67 - $670.08 $162K - $175K
1.05K $702K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
633
+ 1.06%
$101.12 - $106.18 $64K - $67.2K
60.3K $6.21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
105
+ 0.45%
$181.56 - $190.33 $19.1K - $20K
23.5K $4.45M
CWB
Spdr Bloomberg Convertible Sec

ETFs
28
+ 0.13%
$82.29 - $90.77 $2.3K - $2.54K
22.4K $2.03M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.02K
+ 1.86%
$81.75 - $84.54 $83.7K - $86.6K
56K $4.71M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
22
+ 0.78%
$275.84 - $326.36 $6.07K - $7.18K
2.83K $924K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
654
+ 0.48%
$72.01 - $74.44 $47.1K - $48.7K
136K $10M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.15K
+ 10.45%
$68.24 - $73.73 $78.5K - $84.9K
12.2K $893K
VB
Vanguard Small Cap ETF

ETFs
49
+ 0.93%
$237.58 - $259.17 $11.6K - $12.7K
5.32K $1.35M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.02K
+ 11.94%
$26.38 - $27.95 $79.6K - $84.4K
28.3K $772K
MO
Altria Group, Inc.

Consumer Defensive
575
+ 8.97%
$57.75 - $67.68 $33.2K - $38.9K
6.98K $461K
XLU
Utilities Sector Spdr

ETFs
342
+ 3.52%
$81.14 - $87.32 $27.7K - $29.9K
10K $876K
DVY
Ishares Tr

ETFs
18
+ 0.21%
$133.88 - $142.57 $2.41K - $2.57K
8.52K $1.21M
VNQ
Vanguard Specialized Funds Van

ETFs
609
+ 7.36%
$88.47 - $93.24 $53.9K - $56.8K
8.88K $811K
C
Citigroup Inc

Financial Services
5
+ 0.11%
$85.57 - $103.49 $428 - $517
4.5K $456K
WMT
Walmart Inc.

Consumer Defensive
39
+ 0.3%
$94.4 - $104.27 $3.68K - $4.07K
12.9K $1.33M
VO
Vanguard Mid Cap ETF

ETFs
72
+ 2.27%
$279.83 - $293.74 $20.1K - $21.1K
3.25K $953K
MC
Moelis & CO

Financial Services
21
+ 0.32%
$64.0 - $77.75 $1.34K - $1.63K
6.52K $464K
BXP
Boston Properties Inc

Real Estate
226
+ 3.82%
$62.11 - $78.93 $14K - $17.8K
6.15K $456K
EEM
Ishares Msci Emerging Markets

ETFs
296
+ 3.79%
$48.07 - $53.4 $14.2K - $15.8K
8.11K $433K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
91
+ 0.66%
$81.55 - $85.33 $7.42K - $7.77K
13.9K $1.18M
SPG
Simon Property Group Inc

Real Estate
8
+ 0.39%
$159.93 - $187.67 $1.28K - $1.5K
2.07K $387K
PLD
Prologis, Inc.

Real Estate
286
+ 12.8%
$104.08 - $115.35 $29.8K - $33K
2.52K $288K
MCD
Mcdonalds Corp

Consumer Cyclical
65
+ 2.67%
$291.67 - $316.99 $19K - $20.6K
2.5K $760K
JEPI
J P Morgan Exchange Traded Fd

ETFs
487
+ 0.59%
$55.61 - $57.37 $27.1K - $27.9K
83.6K $4.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
166
+ 5.79%
$108.46 - $120.63 $18K - $20K
3.03K $360K
AMAT
Applied Materials Inc

Technology
1
+ 0.05%
$156.25 - $204.95 $156 - $205
2.09K $428K
XLF
Financial Sector Spdr

ETFs
372
+ 2.16%
$51.37 - $54.25 $19.1K - $20.2K
17.6K $946K
PFE
Pfizer Inc

Healthcare
887
+ 5.17%
$23.29 - $25.88 $20.7K - $23K
18K $459K
XLRE
Select Sector Spdr Tr Real Est

ETFs
516
+ 1.74%
$40.94 - $42.85 $21.1K - $22.1K
30.1K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.11%
$357.4 - $423.42 $357 - $423
928 $376K
SPYG
Spdr Portfolio

ETFs
110
+ 4.17%
$94.33 - $105.31 $10.4K - $11.6K
2.75K $287K
VTWO
Vanguard Russell 2000 ETF

ETFs
6
+ 0.2%
$86.92 - $99.32 $522 - $596
2.95K $288K
VZ
Verizon Communications Inc

Communication Services
352
+ 1.68%
$40.84 - $45.06 $14.4K - $15.9K
21.3K $936K
Activity Summary
Buys All Purchases 88 New Holdings 9 Increased Positions 79 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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