Fund Holdings — O'ROURKE & COMPANY, Inc

Total Portfolio Value
$252.63M
Total Bought
$24.90M
Total Sold
$19.41M
Net Transaction
+$5.50M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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INVESCO S&P 500 LOW VOLATILITY ETF13,492133,188+119,6961529,7413.86%+9,590
JPMORGAN INCOME ETF
INCOME ETF
194,134241,622+47,4888,98611,1324.41%+2,145
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
ST STR BL 12 ETF
77,13588,389+11,2547,6538,7893.48%+1,136
FRANKLIN MASSACHUSETTS MUNICIPAL INCOME ETF99,756199,512+99,7568991,7890.71%+890
BERKSHIRE HATHAWAY INC DEL CL A01+107180.28%+718
ISHARES FLEXIBLE INCOME ACTIVE ETF63,33775,754+12,4173,3423,9341.56%+592
VANGUARD ENERGY ETF
ENERGY ETF
13,71913,265-4541,7272,2950.91%+568
STATE STREET BRIDGEWATER ALL WEATHER ETF
SST BRIDGEWATER
66,16480,943+14,7791,8192,3350.92%+516
PFIZER INC COM(PFE)24,44536,410+11,9656091,0220.40%+414
DAN IVES WEDBUSH AI REVOLUTION ETF39,02856,756+17,7281,2341,6100.64%+376
SPDR GOLD SHARES(GLD)5,2345,684+4502,0742,4460.97%+372
VANGUARD UTILITIES ETF
UTILITIES ETF
16,71917,308+5893,0943,4291.36%+336
VERIZON COMMUNICATIONS INC COM(VZ)21,17323,183+2,0108621,1640.46%+301
EXXON MOBIL CORP COM01,770+1,77003000.12%+300
JOHNSON & JOHNSON COM(JNJ)8,5868,475-1111,7772,0720.82%+295
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
ARTIFICIAL ETF
06,258+6,25802920.12%+292
VANECK URANIUM AND NUCLEAR ETF
URANI NUCLE ETF
10,79312,025+1,2321,3411,6020.63%+261
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
04,253+4,25302610.10%+261
COSTCO WHOLESALE CORPORATION COM(COST)0259+25902580.10%+258
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
24,49525,770+1,2754,6924,9461.96%+254
WALMART INC COM(WMT)12,58813,225+6371,4021,6440.65%+241
META PLATFORMS INC CL A(META)0384+38402190.09%+219
DIGITAL RLTY TR INC COM(DLR)8,9056,282-2,6239131,1320.45%+219
CATERPILLAR INC COM(CAT)760920+1604356520.26%+216
VANGUARD HIGH DIVIDEND YIELD INDEX ETF15,54716,521+9742,2312,4470.97%+215
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
87,46492,073+4,6095,0065,2192.07%+212
NOVARTIS AG SPONSORED ADR(NVS)01,378+1,37802110.08%+211
DIMENSIONAL EMERGING MARKETS VALUE ETF
EMERGING MKTS VA
05,767+5,76702060.08%+206
JPMORGAN ACTIVE BOND ETF
ACTIVE BOND ETF
03,744+3,74402010.08%+201
APPLIED MATLS INC COM2,0922,138+465387310.29%+193
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
29,97833,553+3,5751,5251,7100.68%+185
VANGUARD TOTAL INTERNATIONAL STOCK ETF13,94115,636+1,6951,0521,2060.48%+154
COCA COLA CO COM(KO)17,33417,830+4961,2121,3560.54%+144
KINDER MORGAN INC DEL COM(KMI)29,42828,130-1,2988099430.37%+134
ANALOG DEVICES INC COM(ADI)2,8002,80007598910.35%+131
GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF15,22516,788+1,5631,2961,4210.56%+125
VANGUARD REAL ESTATE ETF9,52210,865+1,3438439640.38%+121
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
ST STR UTIL ETF
20,10221,046+9448589660.38%+108
BRISTOL-MYERS SQUIBB CO COM(BMY)11,28611,628+3426097050.28%+96
SCHWAB US DIVIDEND EQUITY ETF31,61931,103-5168679540.38%+87
MERCK & CO INC COM(MRK)5,4045,415+115696510.26%+83
BERKSHIRE HATHAWAY INC DEL CL B NEW4,5894,982+3932,3062,3870.94%+81
KIMBERLY-CLARK CORP COM(KMB)2,3803,278+8982403160.13%+76
ISHARES SEMICONDUCTOR ETF4,2404,115-1251,2771,3520.54%+76
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
US INFR DEV ETF
33,32432,667-6571,5931,6600.66%+67
MCDONALDS CORP COM(MCD)2,4052,576+1717358000.32%+66
ALTRIA GROUP INC COM(MO)7,4147,460+464274920.19%+65
DUKE ENERGY CORP NEW COM NEW(DUK)4,5644,575+115355990.24%+64
VIRTUS TERRANOVA US QUALITY MOMENTUM ETF
VIRTUS US QLTY
9,99911,994+1,9954204800.19%+60
PEPSICO INC COM(PEP)1,5071,744+2372162710.11%+54
SOUTHERN CO COM(SO)5,7345,739+55005540.22%+54
AT&T INC COM(T)12,98212,929-533223750.15%+52
COLGATE PALMOLIVE CO COM(CL)2,8373,234+3972242760.11%+51
VANGUARD MATERIALS ETF
MATERIALS ETF
1,8101,894+843764270.17%+51
WELLTOWER INC COM(WELL)14,55813,924-6342,7022,7531.09%+51
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
58,45259,717+1,2654,8954,9421.96%+46
FEDEX CORP COM(FDX)719709-102082530.10%+45
ISHARES MSCI EMERGING MARKETS ETF8,9059,357+4524875310.21%+44
ISHARES SELECT DIVIDEND ETF8,2888,012-2761,1701,2130.48%+43
ISHARES SILVER TRUST(SLV)21,02020,470-5501,3541,3950.55%+41
VANECK AGRIBUSINESS ETF
AGRIBUSINESS ETF
4,5564,402-1543323720.15%+40
NATIONAL GRID PLC SPONSORED ADR NE(NGG)5,4335,443+104204600.18%+40
PROCTER & GAMBLE CO COM(PG)5,9616,178+2178548920.35%+38
VANGUARD CONSUMER STAPLES ETF
CONSUM STP ETF
2,0172,063+464264630.18%+37
MARRIOTT INTL INC NEW CL A(MAR)2,0752,07506446790.27%+35
UNITEDHEALTH GROUP INC COM(UNH)7971,088+2912632940.12%+31
INVESCO GLOBAL LISTED PRIVATE EQUITY ETF
GBL LISTED PVT
12,02414,798+2,7748078360.33%+30
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF4,7885,141+3533073330.13%+26
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
ST STR STAPL ETF
11,69611,389-3079099340.37%+25
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
2,7822,678-1041,0021,0270.41%+25
DELL TECHNOLOGIES INC CL C(DELL)1,6781,408-2702112310.09%+20
WASTE MGMT INC DEL COM(WM)1,6741,678+43683860.15%+18
VANGUARD MID-CAP VALUE ETF5,5875,473-1149911,0090.40%+18
ISHARES MSCI AGRICULTURE PRODUCERS ETF7,2096,495-7142782940.12%+16
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
60,57359,607-9666,3046,3192.50%+15
INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF
S&P 500 EQUA ETF
18,63619,290+6549509640.38%+15
VANGUARD S&P SMALL-CAP 600 ETF4,7674,732-355295430.22%+14
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
ST STR CONV ETF
22,21221,784-4281,9811,9940.79%+12
PLUG PWR INC COM NEW(PLUG)28,16628,166055640.03%+8
ISHARES CORE S&P MID-CAP ETF3,7783,780+22492550.10%+6
RTX CORPORATION COM(RTX)1,1981,168-302202250.09%+6
VANECK PREFERRED SECURITIES EX FINANCIALS ETF
PREFERRED SECURT
11,46111,852+3912022080.08%+5
PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF
NASDAQ100 DORSEY
6,6986,69803353400.13%+5
LOWES COS INC COM(LOW)1,9492,008+594704740.19%+4
AGNC INVT CORP COM(AGNC)16,33517,876+1,5411751790.07%+4
HOME DEPOT INC COM(HD)899952+533093130.12%+4
ISHARES CONVERTIBLE BOND ETF
CONV BD ETF
6,1856,011-1746096120.24%+3
AFLAC INC COM(AFL)2,2002,20002432410.10%-1
HYLIION HOLDINGS CORP COMMON STOCK(HYLN)20,00620,006037350.01%-2
VANGUARD SMALL CAP VALUE ETF12,81112,477-3342,7132,7111.07%-3
GOLUB CAP BDC INC COM(GBDC)12,42813,009+5811691650.07%-4
INNOVIZ TECHNOLOGIES LTD SHS(INVZ)30,12434,356+4,23226220.01%-4
FLAHERTY & CRUMRINE PFD INCOME COM(PFD)13,26013,683+4231571530.06%-4
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
ST STR REAL ETF
32,61932,092-5271,3161,3100.52%-6
AMGEN INC COM(AMGN)1,2891,182-1074224160.16%-6
ISHARES CORE S&P SMALL CAP ETF2,6062,468-1383133070.12%-6
VANGUARD RUSSELL 2000 ETF
VNG RUS2000IDX
2,7792,665-1142772670.11%-10
BROADCOM INC COM(AVGO)1,9742,173+1996836730.27%-11
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF9,0239,202+1798258140.32%-11
KEYCORP COM(KEY)19,92319,941+184114000.16%-11
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O'ROURKE & COMPANY, Inc — 13F Holdings — Q1 2026 | TickerTrail