HoldingsChannel.com
O ROURKE & COMPANY Inc Top Holdings
As of  09/30/2022, below is a summary of the O ROURKE & COMPANY Inc top holdings by largest position size, as per the latest 13f filing made by O ROURKE & COMPANY Inc. In the O ROURKE & COMPANY Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by O ROURKE & COMPANY Inc in that top holding, then the share count change between reporting periods, and finally the O ROURKE & COMPANY Inc top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
APPLE INC 90,812 +757 $12,550
     AAPL90,812+757$12,550
INVESCO EXCH TRADED FD TR II (SPLV) 133,524 +619 $7,722
     SPLV133,524+619$7,722
VANGUARD SCOTTSDALE FDS (VCIT) 70,511 +5,337 $5,336
     VCIT70,511+5,337$5,336
BLACKSTONE INC 59,379 -150 $4,970
     BX59,379-150$4,970
SELECT SECTOR SPDR TR (XLK) 32,784 +671 $3,894
     XLK32,784+671$3,894
PROSHARES TR (NOBL) 43,444 -282 $3,474
     NOBL43,444-282$3,474
MICROSOFT CORP 12,008 +592 $2,797
     MSFT12,008+592$2,797
PROSHARES TR (IGHG) 32,172 -4,479 $2,195
     IGHG32,172-4,479$2,195
VANGUARD WORLD FDS (VHT) 9,715 +277 $2,173
     VHT9,715+277$2,173
VANGUARD INDEX FDS (VTI) 11,829 -51 $2,123
     VTI11,829-51$2,123
JPMORGAN CHASE & CO 19,637 +1,614 $2,052
     JPM19,637+1,614$2,052
AMAZON COM INC 17,981 +554 $2,032
     AMZN17,981+554$2,032
KKR & CO INC 43,198 -2,633 $1,858
     KKR43,198-2,633$1,858
INVESCO EXCHANGE TRADED FD T (RSP) 14,250 +346 $1,814
     RSP14,250+346$1,814
INVESCO EXCH TRADED FD TR II (PGX) 152,306 +9,826 $1,809
     PGX152,306+9,826$1,809
FIRST TR EXCHANGE TRADED FD (CIBR) 45,598 +233 $1,756
     CIBR45,598+233$1,756
ISHARES TR (TIP) 16,469 -1,532 $1,728
     TIP16,469-1,532$1,728
ALPHABET INC 17,504 +16,629 $1,683
     GOOG17,504+16,629$1,683
ALPHABET INC 16,800 +15,960 $1,607
     GOOGL16,800+15,960$1,607
J P MORGAN EXCHANGE TRADED F (JEPI) 29,785 +5,310 $1,526
     JEPI29,785+5,310$1,526
VANGUARD MUN BD FDS (VTEB) 30,854 +22,211 $1,485
     VTEB30,854+22,211$1,485
JOHNSON & JOHNSON 8,497 +197 $1,388
     JNJ8,497+197$1,388
SPDR SER TR (CWB) 20,425 +1,459 $1,293
     CWB20,425+1,459$1,293
APOLLO GLOBAL MGMT INC 27,060 -166 $1,258
     APO27,060-166$1,258
VANECK ETF TRUST (PFXF) 71,648 -7,749 $1,232
     PFXF71,648-7,749$1,232
INTERNATIONAL BUSINESS MACHS 9,947 +572 $1,182
     IBM9,947+572$1,182
VANGUARD WORLD FDS (VFH) 15,589 -155 $1,160
     VFH15,589-155$1,160
BERKSHIRE HATHAWAY INC DEL      $1,102
     BRK.B4,126+200$1,102
INVESCO EXCHANGE TRADED FD T (PHO) 23,888 +2,933 $1,093
     PHO23,888+2,933$1,093
BLACKROCK INC 1,896 -155 $1,044
     BLK1,896-155$1,044
COCA COLA CO 17,949 +204 $1,006
     KO17,949+204$1,006
WELLTOWER INC 15,233 +1,296 $980
     WELL15,233+1,296$980
WATERS CORP 3,582 UNCH $965
     WAT3,582UNCH$965
PFIZER INC 19,204 +558 $840
     PFE19,204+558$840
VERIZON COMMUNICATIONS INC 21,549 -512 $818
     VZ21,549-512$818
ISHARES TR (IBB) 6,759 -197 $791
     IBB6,759-197$791
EASTERN BANKSHARES INC (EBC) 39,584 -1,100 $777
     EBC39,584-1,100$777
GOLDMAN SACHS GROUP INC 2,652 +335 $777
     GS2,652+335$777
GSK PLC 26,252 -2,511 $773
     GSK26,252-2,511$773
VANGUARD INDEX FDS (VB) 4,437 -279 $758
     VB4,437-279$758
PROCTER AND GAMBLE CO 5,866 +260 $741
     PG5,866+260$741
ISHARES TR (DVY) 6,779 +5 $727
     DVY6,779+5$727
SPDR S&P 500 ETF TR (SPY) 2,021 -177 $722
     SPY2,021-177$722
SELECT SECTOR SPDR TR (XLV) 5,565 +265 $674
     XLV5,565+265$674
VANGUARD WHITEHALL FDS (VYM) 6,740 +475 $640
     VYM6,740+475$640
FIRST TR EXCHANGE TRADED FD (FTCS) 9,604 +3 $638
     FTCS9,604+3$638
VANGUARD INDEX FDS (VO) 3,342 -199 $628
     VO3,342-199$628
BRISTOL MYERS SQUIBB CO 8,791 -1,550 $625
     BMY8,791-1,550$625
VANGUARD INDEX FDS (VBR) 4,193 +636 $601
     VBR4,193+636$601
VANGUARD SPECIALIZED FUNDS (VIG) 4,431 +5 $599
     VIG4,431+5$599

See Full List: All Stocks Held By O ROURKE & COMPANY Inc
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By O ROURKE & COMPANY Inc

Size ($ in 1000's)
At 09/30/2022: $114,626
At 06/30/2022: $117,924

O ROURKE & COMPANY Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from O ROURKE & COMPANY Inc 13F filings. Link to 13F filings: SEC filings

O ROURKE & COMPANY Inc Top Holdings 13F Filings | www.HoldingsChannel.com

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