O'Rourke & Company, Inc Reduced Holdings in Q1 2025

O'Rourke & Company, Inc

  • $188 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-32.3K
- 38.85%
$209.68 - $247.1 $6.78M - $7.99M
50.9K $11.3M
BX
Blackstone Inc.

Financial Services
-1.07K
- 1.87%
$136.53 - $186.74 $146K - $200K
56.4K $7.88M
KKR
Kkr & Co. Inc.

Financial Services
-581
- 1.45%
$108.17 - $167.07 $62.8K - $97.1K
39.6K $4.58M
APO
Apollo Global Management, Inc.

Financial Services
-309
- 1.22%
$126.01 - $172.06 $38.9K - $53.2K
25K $3.43M
MSFT
Microsoft Corp

Technology
-221
- 1.66%
$375.39 - $447.2 $83K - $98.8K
13.1K $4.92M
GOOG
Alphabet Inc.

Communication Services
-295
- 1.8%
$156.06 - $207.71 $46K - $61.3K
16.1K $2.52M
GOOGL
Alphabet Inc.

Communication Services
-30
- 0.18%
$154.33 - $206.19 $4.63K - $6.19K
17K $2.63M
VTI
Vanguard Total Stock Market Et

ETFs
-162
- 1.16%
$271.18 - $303.12 $43.9K - $49.1K
13.8K $3.8M
EVR
Evercore Inc.

Financial Services
-3
- 0.1%
$190.28 - $291.27 $571 - $874
2.91K $581K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-2.81K
- 32.17%
$64.47 - $70.13 $181K - $197K
5.93K $402K
TSLA
Tesla, Inc.

Consumer Cyclical
-32
- 3.64%
$222.15 - $428.22 $7.11K - $13.7K
846 $219K
AVGO
Broadcom Inc.

Technology
-26
- 1.29%
$167.43 - $244.7 $4.35K - $6.36K
2K $334K
PAVE
Global X Fds Us Infrastructure

ETFs
-605
- 1.82%
$37.31 - $43.82 $22.6K - $26.5K
32.6K $1.23M
EBC
Eastern Bankshares, Inc.

Financial Services
-5.35K
- 27.33%
$15.29 - $19.15 $81.7K - $102K
14.2K $233K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-90
- 8.26%
$468.34 - $539.52 $42.2K - $48.6K
999 $468K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-23
- 1.33%
$360.07 - $417.26 $8.28K - $9.6K
1.7K $613K
MRK
Merck & Co., Inc.

Healthcare
-201
- 3.31%
$83.01 - $101.02 $16.7K - $20.3K
5.88K $527K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-124
- 4.05%
$102.49 - $119.96 $12.7K - $14.9K
2.94K $307K
IWR
Ishares Russell Mid Cap ETF

ETFs
-174
- 5.27%
$82.81 - $92.93 $14.4K - $16.2K
3.13K $265K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-24
- 4.86%
$507.05 - $563.67 $12.2K - $13.5K
470 $241K
VO
Vanguard Mid Cap ETF

ETFs
-22
- 0.66%
$251.87 - $277.95 $5.54K - $6.11K
3.31K $856K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-72
- 0.33%
$62.72 - $71.92 $4.52K - $5.18K
22K $1.39M
CL
Colgate Palmolive CO

Consumer Defensive
-160
- 4.39%
$85.68 - $97.5 $13.7K - $15.6K
3.49K $326K
MFC
Manulife Financial Corp

Financial Services
-375
- 2.54%
$28.41 - $31.82 $10.7K - $11.9K
14.4K $448K
MA
Mastercard Inc

Financial Services
-25
- 5.88%
$504.67 - $576.31 $12.6K - $14.4K
400 $219K
BUG
Global X Fds Cybersecurity ETF

ETFs
-168
- 0.97%
$31.56 - $36.78 $5.3K - $6.18K
17.2K $557K
ARCC
Ares Capital Corp

Financial Services
-49
- 0.34%
$21.28 - $23.81 $1.04K - $1.17K
14.6K $322K
PLD
Prologis, Inc.

Real Estate
-87
- 3.78%
$103.59 - $124.04 $9.01K - $10.8K
2.21K $247K
EEM
Ishares Msci Emerging Markets

ETFs
-157
- 1.97%
$40.81 - $45.34 $6.41K - $7.12K
7.8K $340K
DVY
Ishares Tr

ETFs
-113
- 1.31%
$128.58 - $138.1 $14.5K - $15.6K
8.49K $1.14M
NGG
National Grid PLC

Utilities
-121
- 2.18%
$56.13 - $65.61 $6.79K - $7.94K
5.42K $355K
SCHW
Schwab Charles Corp

Financial Services
-230
- 1.77%
$71.24 - $83.64 $16.4K - $19.2K
12.7K $996K
V
Visa Inc.

Financial Services
-11
- 0.92%
$306.92 - $362.71 $3.38K - $3.99K
1.19K $416K
KMI
Kinder Morgan, Inc.

Energy
-197
- 0.51%
$26.1 - $31.22 $5.14K - $6.15K
38.2K $1.09M
AMGN
Amgen Inc

Healthcare
-42
- 3.36%
$258.59 - $327.36 $10.9K - $13.7K
1.21K $376K
ABBV
Abb Vie Inc.

Healthcare
-81
- 2.85%
$169.2 - $216.66 $13.7K - $17.5K
2.76K $578K
VHT
Vanguard Health Care ETF

ETFs
-119
- 1.18%
$254.06 - $273.83 $30.2K - $32.6K
9.94K $2.63M
KO
Coca Cola CO

Consumer Defensive
-856
- 4.77%
$60.81 - $72.32 $52.1K - $61.9K
17.1K $1.22M
JNJ
Johnson & Johnson

Healthcare
-45
- 0.53%
$142.06 - $167.7 $6.39K - $7.55K
8.49K $1.41M
IBM
International Business Machines Corp

Technology
-291
- 2.6%
$217.4 - $264.74 $63.3K - $77K
10.9K $2.71M
WELL
Welltower Inc.

Real Estate
-26
- 0.17%
$124.05 - $156.86 $3.23K - $4.08K
15.1K $2.32M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-247
- 0.18%
$68.32 - $75.06 $16.9K - $18.5K
135K $10.1M
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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