O'Rourke & Company, Inc Purchases in Q4 2024

O'Rourke & Company, Inc

  • $198 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
48K
+ 67.28%
$45.59 - $46.25 $2.19M - $2.22M
119K $5.44M
VPU
Vanguard Utilities ETF

ETFs
3.09K
+ 41.76%
$160.52 - $179.11 $496K - $553K
10.5K $1.71M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
5.37K
New
$76.72 - $82.83 $412K - $445K
5.37K $414K
DLR
Digital Realty Trust, Inc.

Real Estate
1.91K
New
$156.46 - $195.69 $299K - $375K
1.91K $339K
VDE
Vanguard Energy ETF

ETFs
2.54K
+ 18.42%
$116.67 - $136.78 $296K - $347K
16.3K $1.98M
VFH
Vanguard Financial ETF

ETFs
803
+ 4.04%
$108.87 - $126.2 $87.4K - $101K
20.7K $2.44M
VTI
Vanguard Total Stock Market Et

ETFs
459
+ 3.4%
$280.04 - $302.45 $129K - $139K
14K $4.05M
GLD
Spdr Gold Trust

ETFs
901
+ 32.63%
$236.59 - $257.5 $213K - $232K
3.66K $886K
CRM
Salesforce, Inc.

Technology
623
New
$270.87 - $367.87 $169K - $229K
623 $208K
MTB
M&T Bank Corp

Financial Services
1.07K
New
$172.48 - $221.95 $185K - $237K
1.07K $201K
CG
Carlyle Group Inc.

Financial Services
266
+ 1.5%
$43.2 - $54.81 $11.5K - $14.6K
18K $908K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.37K
+ 61.27%
$99.0 - $99.5 $135K - $136K
3.6K $356K
SOXX
Ishares Semiconductor ETF

ETFs
844
+ 25.8%
$211.27 - $239.8 $178K - $202K
4.12K $886K
SCHW
Schwab Charles Corp

Financial Services
142
+ 1.11%
$63.31 - $82.85 $8.99K - $11.8K
13K $959K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
458
+ 2.12%
$58.39 - $67.04 $26.7K - $30.7K
22.1K $1.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
510
+ 49.23%
$238.25 - $261.28 $122K - $133K
1.55K $374K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.15K
+ 5.36%
$174.22 - $187.62 $201K - $216K
22.6K $3.97M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
804
+ 7.13%
$126.68 - $134.74 $102K - $108K
12.1K $1.54M
MO
Altria Group, Inc.

Consumer Defensive
1.71K
+ 39.21%
$49.06 - $57.74 $84.1K - $99K
6.09K $318K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
1.39K
+ 20.29%
$31.2 - $41.46 $43.5K - $57.8K
8.26K $310K
SLV
I Shares Silver Trust

ETFs
4.31K
+ 38.99%
$26.33 - $31.74 $114K - $137K
15.4K $404K
XLF
Financial Sector Spdr

ETFs
887
+ 5.76%
$44.89 - $51.34 $39.8K - $45.5K
16.3K $786K
MGV
Vanguard Mega Cap Value

ETFs
855
+ 16.71%
$124.06 - $133.48 $106K - $114K
5.97K $745K
VBR
Vanguard Small Cap Value ETF

ETFs
608
+ 4.53%
$197.36 - $217.3 $120K - $132K
14K $2.78M
T
At&T Inc.

Communication Services
3.29K
+ 35.3%
$21.22 - $23.88 $69.8K - $78.6K
12.6K $287K
MS
Morgan Stanley

Financial Services
4
+ 0.13%
$104.42 - $134.99 $418 - $540
3.04K $382K
WFC
Wells Fargo & Company

Financial Services
3
+ 0.06%
$54.98 - $77.35 $165 - $232
4.73K $331K
MC
Moelis & CO

Financial Services
323
+ 4.98%
$65.74 - $80.49 $21.2K - $26K
6.81K $503K
BUG
Global X Fds Cybersecurity ETF

ETFs
1.24K
+ 7.67%
$30.13 - $34.51 $37.4K - $42.8K
17.4K $558K
VB
Vanguard Small Cap ETF

ETFs
174
+ 3.47%
$233.76 - $261.58 $40.7K - $45.5K
5.19K $1.25M
VBK
Vanguard Small Cap Growth ETF

ETFs
72
+ 2.97%
$264.18 - $304.19 $19K - $21.9K
2.5K $699K
SPY
Spdr S&P 500 ETF Trust

ETFs
31
+ 1.2%
$567.81 - $607.81 $17.6K - $18.8K
2.61K $1.53M
BMY
Bristol Myers Squibb CO

Healthcare
158
+ 2.11%
$51.92 - $59.94 $8.2K - $9.47K
7.66K $433K
PAVE
Global X Fds Us Infrastructure

ETFs
1.6K
+ 5.06%
$40.41 - $45.95 $64.7K - $73.6K
33.2K $1.34M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.33K
+ 4.37%
$57.53 - $60.83 $191K - $202K
79.4K $4.57M
ARCC
Ares Capital Corp

Financial Services
1.12K
+ 8.33%
$20.74 - $22.27 $23.3K - $25K
14.6K $320K
C
Citigroup Inc

Financial Services
7
+ 0.16%
$61.31 - $72.5 $429 - $508
4.49K $315K
XLP
Consumer Staples Sector Spdr

ETFs
388
+ 3.55%
N/A
11.3K $861K
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.13K
+ 11.97%
$40.06 - $45.21 $125K - $141K
29.2K $1.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
31
+ 6.7%
$521.84 - $558.82 $16.2K - $17.3K
494 $266K
IVV
Ishares Core S&P 500 ETF

ETFs
21
+ 2.76%
$570.51 - $610.59 $12K - $12.8K
783 $460K
BXP
Boston Properties Inc

Real Estate
645
+ 12.3%
$73.33 - $89.72 $47.3K - $57.9K
5.89K $437K
WM
Waste Management Inc

Industrials
104
+ 6.4%
$201.79 - $228.46 $21K - $23.8K
1.73K $348K
HYG
Ishares Tr

ETFs
182
+ 4.64%
$78.09 - $80.04 $14.2K - $14.6K
4.11K $323K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.15%
$417.69 - $450.94 $418 - $451
658 $279K
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
5.37K
New
N/A
5.37K $0
Blackrock Inc
499
New
N/A
499 $0
SCMB
Schwab Strategic Tr Mun Bd ETF
46.7K
+ 111.89%
N/A
88.4K $0
Blackrock ETF Trust Ii
8.51K
+ 85.63%
N/A
18.5K $0
Activity Summary
Buys All Purchases 74 New Holdings 7 Increased Positions 67 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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