Brian O'Rourke Portfolio
Invests via O'ROURKE & COMPANY Inc. | Managed by Brian Christopher O'Rourke, Devin Dwyer O'Rourke
Invests via O'ROURKE & COMPANY Inc.
Managed by Brian Christopher O'Rourke, Devin Dwyer O'Rourke
Automatically Tracked
Brian O'Rourke Profile
With a robust background in corporate leadership and operational strategy, Brian O'Rourke is recognized for his significant contributions to advancing organizational growth and market competitiveness. His experience spans various industries, where he has successfully driven transformational initiatives that enhance profitability and stakeholder engagement. As an adept problem solver, O'Rourke brings insights from diverse sectors, equipping businesses with innovative approaches tailored to dynamic market conditions. He is influential in steering executive teams towards achieving sustainable outcomes through collaborative decision-making processes. His ongoing relevance in business development showcases a proven track record of delivering results while fostering resilient corporate cultures.
With a robust background in corporate leadership and operational strategy, Brian O'Rourke is recognized for his significant contributions to advancing organizational growth and market competitiveness. His experience spans various industries, where he has successfully driven transformational initiatives that enhance profitability and stakeholder engagement. As an adept problem solver, O'Rourke brings insights from diverse sectors, equipping businesses with innovative approaches tailored to dynamic market conditions. He is influential in steering executive teams towards achieving sustainable outcomes through collaborative decision-making processes. His ongoing relevance in business development showcases a proven track record of delivering results while fostering resilient corporate cultures.
Investment Philosophy & Strategy
Opportunity in adaptive business strategies defines Brian O'Rourke's investment approach. His corporate leadership experience emphasizes cultivating agility and responsiveness within organizations, allowing them to capitalize on shifting market dynamics. Focused on innovative operational frameworks, he champions initiatives that drive efficiency and scalability across sectors. By leveraging his diverse industry insights, strategic partnerships are prioritized to enhance competitive advantages. This entrepreneurial mindset nurtures a collaborative environment aimed at fostering growth while continuously aligning with long-term value creation.
Opportunity in adaptive business strategies defines Brian O'Rourke's investment approach. His corporate leadership experience emphasizes cultivating agility and responsiveness within organizations, allowing them to capitalize on shifting market dynamics. Focused on innovative operational frameworks, he champions initiatives that drive efficiency and scalability across sectors. By leveraging his diverse industry insights, strategic partnerships are prioritized to enhance competitive advantages. This entrepreneurial mindset nurtures a collaborative environment aimed at fostering growth while continuously aligning with long-term value creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
65.4%
Gain -2.01%
Monthly
0.79%
Yearly
9.96%
Drawdown
21.38%
$276.6M
Equity
Holdings
$276.6M
Investment
$207.36M
$70.37M
Profit -$3.7M
Realized
$1.13M
Unrealized
$69.23M
Dividends
$17.26M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.01%
Profit
-$3.7M
Win %
83%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$2.36M
Win %
83%
This Month
Compared to last month
Gain
-0.06%
Profit
-$157,382.93
Win %
83%
This Year
Compared to last year
Gain
10.1%
Profit
$25.38M
Win %
84%
AVGO Broadcom Inc.
+1.95%
+$15,732.52 
MSFT Microsoft Corp.
+1.74%
+$89,255.16 
GOOG Alphabet Inc
+1.65%
+$89,334.96 
GOOGL Alphabet Inc
+1.54%
+$91,702.65 
KMI Kinder Morgan, Inc.
+1.28%
+$11,673.95 
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF
+1.25%
+$5,961.22 
ABT Abbott Laboratories
+1.07%
+$2,262.6 
AMZN Amazon.com Inc
+1%
+$41,242.4 
XOM Exxon Mobil Corporation
+0.86%
+$2,239.05 
IVES Amplify Bloomberg AI Value Chain ETF
+0.82%
+$17,026.8 
DLR Digital Realty Trust, Inc.
+0.81%
+$8,794.8 
XLE Energy Select Sector SPDR Fund
+0.79%
+$1,935.12 
VDE Vanguard Energy ETF
+0.78%
+$16,780.22 
AIQ Global X Artificial Intelligence & Technology ETF
+0.73%
+$2,690.94 
T AT&T Inc.
+0.62%
+$1,745.41 
NLR VanEck Uranium and Nuclear ETF
+0.58%
+$7,215 
MA Mastercard Incorporated
+0.56%
+$1,544.31 
SOXX iShares Semiconductor ETF
+0.51%
+$10,863.6 
SCHW Charles Schwab Corporation
+0.49%
+$5,504.5 
SLV iShares Silver Trust
+0.47%
+$4,912.8 
DUK Duke Energy Corporation
+0.47%
+$2,676.37 
CWB SPDR Bloomberg Convertible Securities ETF
+0.43%
+$9,584.96 
META Meta Platforms Inc Class A
+0.42%
+$1,044.48 
ICVT iShares Convertible Bond ETF
+0.35%
+$2,404.4 
PFD Flaherty & Crumrine Preferred and Income Fund
+0.35%
+$547.32 
EEM iShares MSCI Emerging Markets ETF
+0.33%
+$1,964.97 
RTX RTX Corporation
+0.33%
+$747.52 
SMH VanEck Semiconductor ETF
+0.26%
+$3,909.83 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.23%
+$605.34 
IBM International Business Machines Corporation
+0.22%
+$4,472.99 
INVZ Innoviz Technologies Ltd.
+0.18%
+$37.79 
XLK State Street Technology Select Sector SPDR ETF
+0.18%
+$22,254.28 
WELL Welltower Inc.
+0.16%
+$5,569.6 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$1,611.42 
MAR Marriott International Inc. - Class A
+0.09%
+$705.5 
VUG Vanguard Growth ETF
+0.07%
+$160.71 
IWF iShares Russell 1000 Growth ETF
+0.05%
+$189.6 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$671.06 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.02%
+$413.04 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.02%
+$81 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$662.92 
KKR KKR & Co. Inc.
-4.34%
-$162,743.28 
HYLN Hyliion Holdings Corp.
-3.88%
-$2,900.87 
DELL Dell Technologies Inc.
-3.3%
-$18,423.68 
CG The Carlyle Group Inc.
-3.3%
-$23,578.24 
BX Blackstone Inc.
-3.17%
-$210,523.38 
BXP Boston Properties, Inc.
-3.09%
-$9,367.92 
TSLA Tesla, Inc.
-2.93%
-$6,891.89 
WAT Waters Corporation
-2.84%
-$18,350.48 
APO Apollo Global Management, Inc.
-2.69%
-$72,277.92 
LOW Lowe's Companies Inc.
-2.38%
-$9,959.68 
NVS Novartis AG Sponsored ADR
-2.35%
-$4,974.59 
MS Morgan Stanley
-2.3%
-$14,597.52 
EVR Evercore Inc.
-2.29%
-$20,984.4 
MRK Merck & Co., Inc.
-2.23%
-$15,378.6 
LLY Eli Lilly and Company
-2.23%
-$37,339.51 
LAZ Lazard Ltd.
-2.22%
-$7,635.84 
CAT Caterpillar Inc.
-2.08%
-$16,817.6 
FDX FedEx Corporation
-2.07%
-$4,587.23 
MFC Manulife Financial Corporation
-2.05%
-$10,281.28 
NGG National Grid plc Sponsored ADR
-2%
-$9,144.24 
HD The Home Depot, Inc.
-1.92%
-$6,197.52 
PLD Prologis Inc.
-1.86%
-$6,558.02 
GBDC Golub Capital BDC, Inc.
-1.84%
-$3,122.16 
PEP PepsiCo, Inc.
-1.74%
-$4,150.72 
CL Colgate-Palmolive Company
-1.68%
-$5,045.04 
AAPL Apple Inc.
-1.65%
-$426,076.99 
ARCC Ares Capital Corporation
-1.62%
-$3,584.84 
PLUG Plug Power Inc.
-1.61%
-$985.81 
WMT Walmart Inc.
-1.59%
-$24,069.5 
BLK BlackRock, Inc.
-1.48%
-$7,744.56 
JNJ Johnson & Johnson
-1.48%
-$31,696.58 
WFC Wells Fargo & Company
-1.41%
-$5,584.2 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
-1.4%
-$14,467.5 
PAVE Global X U.S. Infrastructure Development ETF
-1.39%
-$25,480.26 
MC Moelis & Company
-1.32%
-$5,704.9 
PSP Invesco Global Listed Private Equity ETF
-1.29%
-$11,172.49 
PHO Invesco Water Resources ETF
-1.27%
-$26,101.68 
KEY KeyCorp
-1.27%
-$5,982.3 
PFE Pfizer Inc.
-1.26%
-$11,491 
BAC Bank of America Corporation
-1.26%
-$7,341.18 
IBB iShares Biotechnology ETF
-1.23%
-$15,226.53 
VAW Vanguard Materials ETF
-1.16%
-$4,895.99 
BMY Bristol-Myers Squibb Company
-1.15%
-$8,139.6 
VHT Vanguard Health Care ETF
-1.03%
-$29,717.1 
GS The Goldman Sachs Group, Inc.
-1.01%
-$34,948.76 
JPM JPMorgan Chase & Co.
-1.01%
-$74,382.76 
PG Procter & Gamble Co
-1%
-$9,267 
XLV Health Care Select Sector SPDR Fund
-0.97%
-$2,503.8 
VEGI iShares MSCI Global Agriculture Producers ETF
-0.96%
-$2,792.85 
VNQ Vanguard Real Estate ETF
-0.88%
-$9,561.2 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.87%
-$7,637.66 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.84%
-$57,222.72 
SO The Southern Company
-0.84%
-$4,591.2 
SPLV Invesco S&P 500 Low Volatility ETF
-0.83%
-$84,574.38 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.83%
-$25,203.54 
XLRE The Real Estate Select Sector SPDR Fund
-0.78%
-$11,392.66 
IJH iShares Core S&P Mid-Cap ETF
-0.78%
-$2,230.2 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.77%
-$6,080.4 
DVY iShares Select Dividend ETF
-0.77%
-$9,974.94 
XLU Utilities Select Sector SPDR Fund
-0.76%
-$7,260.87 
UNH UnitedHealth Group Incorporated
-0.76%
-$3,530.56 
DFEV Dimensional Emerging Markets Value ETF
-0.75%
-$1,730.1 
COST Costco Wholesale Corporation
-0.74%
-$1,807.82 
VIG Vanguard Dividend Appreciation ETF
-0.74%
-$8,597.6 
VPU Vanguard Utilities ETF
-0.74%
-$24,923.52 
MOO VanEck Agribusiness ETF
-0.71%
-$2,597.18 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.7%
-$2,402.39 
SDY SPDR S&P Dividend ETF
-0.7%
-$3,070.44 
AMAT Applied Materials, Inc.
-0.69%
-$7,760.94 
VDC VANGUARD CONSUMER STAPLES ETF
-0.67%
-$3,177.02 
XLP Consumer Staples Select Sector SPDR Fund
-0.67%
-$6,491.73 
ABBV AbbVie Inc.
-0.66%
-$4,264.55 
VOE Vanguard Mid-Cap Value ETF
-0.65%
-$7,196.99 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.64%
-$4,069.52 
AMGN Amgen Inc.
-0.63%
-$2,718.61 
VB Vanguard Small-Cap ETF
-0.63%
-$9,210.67 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.62%
-$18,220.6 
MGV Vanguard Mega Cap Value ETF
-0.61%
-$5,300.36 
FTCS First Trust Capital Strength ETF
-0.61%
-$3,088.65 
VTV Vanguard Value ETF
-0.6%
-$2,718.11 
SCHD Schwab U.S. Dividend Equity ETF
-0.59%
-$6,065.09 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$2,097.8 
RSP Invesco S&P 500 Equal Weight ETF
-0.58%
-$31,826.47 
XLF Financial Select Sector SPDR Fund
-0.58%
-$5,819.12 
VICI Vici Properties Inc.
-0.58%
-$1,888.21 
REET iShares Global REIT ETF
-0.54%
-$1,808.38 
MCD McDonald's Corporation
-0.53%
-$3,683.71 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.53%
-$8,394 
VYM Vanguard High Dividend Yield ETF
-0.53%
-$13,960.25 
IWR iShares Russell Mid-Cap ETF
-0.53%
-$1,695.67 
VTWO Vanguard Russell 2000 ETF
-0.52%
-$1,652.3 
BUG Global X Cybersecurity ETF
-0.51%
-$3,596.04 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.51%
-$6,645.3 
AFL Aflac Inc.
-0.51%
-$1,386 
IWM iShares Russell 2000 ETF
-0.5%
-$1,178.21 
JOET Virtus Terranova U.S. Quality Momentum ETF
-0.49%
-$2,638.68 
SPG Simon Property Group, Inc.
-0.46%
-$2,005.12 
VO Vanguard Mid-Cap ETF
-0.46%
-$4,283.64 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.43%
-$10,117.87 
CRWD CrowdStrike Holdings, Inc.
-0.43%
-$3,377.68 
JEPI JPMorgan Equity Premium Income Fund
-0.42%
-$21,637.15 
ADI Analog Devices, Inc.
-0.4%
-$4,172 
C Citigroup Inc.
-0.36%
-$1,970.68 
VBK Vanguard Small-Cap Growth ETF
-0.34%
-$2,491.34 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.31%
-$15,227.83 
VZ Verizon Communications Inc.
-0.3%
-$3,013.79 
KMB Kimberly-Clark Corporation
-0.29%
-$1,048.96 
ADP Automatic Data Processing Inc.
-0.29%
-$926.1 
JBND JPMorgan Active Bond ETF
-0.28%
-$561.6 
GLD SPDR Gold Shares
-0.28%
-$5,854.52 
HACK Amplify Cybersecurity ETF
-0.28%
-$345.96 
WM Waste Management, Inc.
-0.26%
-$1,057.14 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$12,760.54 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$7,112.08 
VOO Vanguard S&P 500 ETF
-0.23%
-$734.76 
MO Altria Group, Inc.
-0.23%
-$1,268.2 
IVV iShares Core S&P 500 ETF
-0.21%
-$1,253.95 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.2%
-$911.68 
PFXF VanEck Preferred Securities ex Financials ETF
-0.2%
-$414.82 
NVDA NVIDIA Corporation
-0.19%
-$4,461.88 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.17%
-$616.92 
FTMA Franklin Massachusetts Municipal Income ETF
-0.17%
-$2,992.68 
PFF iShares Preferred and Income Securities ETF
-0.17%
-$1,195.35 
VTEB Vanguard Tax-Exempt Bond ETF
-0.15%
-$3,768.97 
BINC iShares Flexible Income Active ETF
-0.12%
-$4,545.24 
SCMB Schwab Municipal Bond ETF
-0.1%
-$1,666.45 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$2,316.63 
JPIE JPMorgan Income ETF
-0.05%
-$6,040.55 
KO The Coca-Cola Company
-0.04%
-$624.05 
BRK-A Berkshire Hathaway Inc.
-0.04%
-$260 Events
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Dividends
Dividend Analysis
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| Trades 2334 | Longs Won 1620/2334 69% | Profit Factor 6.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,338.38 |
| Average Win $50,898.16 | Best Trade (Jul 19) $6.9M | Sharpe Ratio -9.76 |
| Average Loss -$16,932.31 | Worst Trade (Jul 24) -$461,817 | Z-Score 26.2 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 6d | Expectancy $30,147.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Brian O'Rourke?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $2.68M, Blackstone Inc - $1.55M, JPMorgan Equity Premium Income Fund - $1.29M, Invesco S&P 500 Low Volatility ETF - $848,618.35, and JPMorgan Income ETF - $740,532.47. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Arrowhead Pharmaceuticals Inc - $366,770.71, First Trust NASDAQ Cybersecurity ETF - $328,016.99, Invesco Preferred ETF - $302,649.48, BlackRock, Inc - $281,825.6, and Pfizer Inc - $275,495.29. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian O'Rourke's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.26M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.29M, Blackstone Inc - $1.13M, Invesco S&P 500 Low Volatility ETF - $900,827.07, Vanguard Intermediate-Term Corporate Bond Fund - $875,973.55, and JPMorgan Income ETF - $740,532.47. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian O'Rourke's monthly returns?
Brian O'Rourke's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Brian O'Rourke's strategy be considered aggressive or moderate?
Brian O'Rourke's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Brian O'Rourke's strategy?
Brian O'Rourke's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
