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
PG
Procter & Gamble CO

Consumer Defensive
198
+ 3.64%
$160.76 - $177.82 $31.8K - $35.2K
5.64K $977K
KEY
Keycorp

Financial Services
59
+ 0.19%
$13.95 - $17.34 $823 - $1.02K
30.6K $512K
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.1%
$163.84 - $199.33 $492 - $598
2.92K $575K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
293
+ 6.61%
$97.19 - $109.09 $28.5K - $32K
4.72K $510K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
366
+ 5.74%
$77.02 - $85.06 $28.2K - $31.1K
6.74K $569K
SO
Southern CO

Utilities
6
+ 0.1%
$77.0 - $90.52 $462 - $543
5.77K $520K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
155
+ 4.46%
$125.95 - $142.04 $19.5K - $22K
3.63K $515K
V
Visa Inc.

Financial Services
208
+ 17.32%
$253.74 - $291.56 $52.8K - $60.6K
1.41K $387K
DUK
Duke Energy Corp

Utilities
11
+ 0.24%
$99.35 - $117.71 $1.09K - $1.29K
4.6K $530K
MGV
Vanguard Mega Cap Value

ETFs
166
+ 3.35%
$118.0 - $128.28 $19.6K - $21.3K
5.12K $656K
VAW
Vanguard Materials ETF

ETFs
124
+ 7.31%
$189.89 - $213.71 $23.5K - $26.5K
1.82K $384K
VBK
Vanguard Small Cap Growth ETF

ETFs
54
+ 2.28%
$240.48 - $267.94 $13K - $14.5K
2.43K $648K
CL
Colgate Palmolive CO

Consumer Defensive
260
+ 6.76%
$95.54 - $108.77 $24.8K - $28.3K
4.11K $426K
AVGO
Broadcom Inc.

Technology
2.03K
+ 972.73%
$136.27 - $1745.86 $277K - $3.55M
2.24K $386K
PEP
Pepsico Inc

Consumer Defensive
239
+ 13.47%
$161.9 - $179.3 $38.7K - $42.9K
2.01K $342K
MFC
Manulife Financial Corp

Financial Services
22
+ 0.13%
$24.13 - $29.63 $531 - $652
16.8K $495K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
6
+ 0.08%
$97.05 - $106.1 $582 - $637
7.38K $779K
SPG
Simon Property Group Inc

Real Estate
9
+ 0.33%
$146.09 - $170.11 $1.31K - $1.53K
2.71K $457K
VTV
Vanguard Value ETF

ETFs
6
+ 0.24%
$159.75 - $174.57 $959 - $1.05K
2.47K $430K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.06%
$105.53 - $118.34 $211 - $237
3.31K $387K
IVV
Ishares Core S&P 500 ETF

ETFs
22
+ 2.97%
$520.18 - $576.82 $11.4K - $12.7K
762 $439K
PLD
Prologis, Inc.

Real Estate
4
+ 0.17%
$111.95 - $132.43 $448 - $530
2.33K $294K
ARCC
Ares Capital Corp

Financial Services
1.37K
+ 11.25%
$19.8 - $21.28 $27K - $29K
13.5K $282K
VDC
Vanguard Consumer Staples ETF

ETFs
3
+ 0.18%
$201.77 - $221.32 $605 - $664
1.72K $375K
VTWO
Vanguard Russell 2000 ETF

ETFs
5
+ 0.16%
$81.17 - $90.77 $406 - $454
3.08K $275K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
139
+ 15.5%
$211.47 - $281.27 $29.4K - $39.1K
1.04K $254K
XOM
Exxon Mobil Corp

Energy
117
+ 6.29%
$109.72 - $119.0 $12.8K - $13.9K
1.98K $231K
AGNC
Agnc Investment Corp.

Real Estate
65
+ 0.37%
$9.48 - $10.66 $616 - $693
17.4K $182K
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.73%
$434.77 - $502.96 $3.48K - $4.02K
1.1K $538K
BAC
Bank Of America Corp

Financial Services
301
+ 2.49%
$36.65 - $44.13 $11K - $13.3K
12.4K $492K
XLP
Consumer Staples Sector Spdr

ETFs
17
+ 0.16%
$76.04 - $76.04 $1.29K - $1.29K
10.9K $831K
WM
Waste Management Inc

Industrials
3
+ 0.18%
$196.96 - $223.45 $591 - $670
1.63K $337K
WFC
Wells Fargo & Company

Financial Services
3
+ 0.06%
$51.58 - $60.97 $155 - $183
4.72K $266K
MRK
Merck & Co., Inc.

Healthcare
442
+ 6.88%
$111.15 - $128.97 $49.1K - $57K
6.87K $779K
MSFT
Microsoft Corp

Technology
404
+ 2.92%
$395.15 - $467.56 $160K - $189K
14.2K $6.12M
VCIT
Vanguard Intermediate Term Cor

ETFs
739
+ 1.39%
$79.29 - $84.02 $58.6K - $62.1K
53.9K $4.51M
GOOGL
Alphabet Inc.

Communication Services
203
+ 1.11%
$148.65 - $191.18 $30.2K - $38.8K
18.4K $3.06M
GOOG
Alphabet Inc.

Communication Services
5
+ 0.03%
$149.54 - $192.66 $748 - $963
18.2K $3.04M
Lazard Inc
1.96K
+ 25.05%
N/A
9.77K $0
Amplify ETF Tr
163
+ 1.51%
N/A
10.9K $0
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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