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:
85.06%
Gain -0.34%
Monthly
0.79%
Yearly
9.86%
Drawdown
21.41%
$289.78M
Equity
Holdings
$289.78M
Investment
$217.27M
$73.82M
Profit -$606,936.08
Realized
$1.32M
Unrealized
$72.5M
Dividends
$18.52M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$606,936.08
Win %
80%
This Week
Compared To Last Week
Gain
0.82%
Profit
$2.35M
Win %
80%
This Month
Compared to last month
Gain
1.43%
Profit
$4.07M
Win %
80%
This Year
Compared to last year
Gain
1.4%
Profit
$3.99M
Win %
80%
INVZ Innoviz Technologies Ltd.
+7.44%
+$786.65 
PANW Palo Alto Networks, Inc.
+6.62%
+$28,070.93 
CRWD CrowdStrike Holdings, Inc.
+6.08%
+$56,548.76 
BUG Global X Cybersecurity ETF
+4.39%
+$36,717.12 
HACK Amplify Cybersecurity ETF
+3.5%
+$47,413.08 
VDE Vanguard Energy ETF
+3.14%
+$76,063.18 
XLE State Street Energy Select Sector SPDR ETF
+3.04%
+$8,957.75 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.8%
+$57,876.48 
XOM ExxonMobil Holdings Corporation
+2.7%
+$7,450.69 
KMI Kinder Morgan Inc.
+2.68%
+$24,488.4 
AMD Advanced Micro Devices Inc.
+2.68%
+$4,688.55 
DELL Dell Technologies Inc. Class C Common Stock
+2.53%
+$16,209.75 
AMAT Applied Materials Inc.
+2.03%
+$16,280.89 
CSCO Cisco Systems, Inc.
+1.85%
+$4,372.76 
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF
+1.73%
+$7,015.33 
SOXX iShares Semiconductor ETF
+1.69%
+$32,224.32 
ADI Analog Devices, Inc.
+1.63%
+$12,856.74 
SMH VanEck Semiconductor ETF
+1.63%
+$23,977.89 
XLK State Street Technology Select Sector SPDR ETF
+1.06%
+$143,456.9 
IBM International Business Machines Corporation
+0.95%
+$22,525.75 
AVGO Broadcom Inc.
+0.94%
+$6,672.08 
MSFT Microsoft Corporation Common Stock
+0.78%
+$53,039.9 
AIQ Global X Artificial Intelligence & Technology ETF
+0.74%
+$4,431.64 
DLR Digital Realty Trust Inc.
+0.72%
+$8,051.32 
LAZ Lazard, Inc.
+0.64%
+$1,910.64 
QQQ Invesco QQQ Trust, Series 1
+0.58%
+$5,931.77 
EEM iShares MSCI Emerging Markets ETF
+0.52%
+$3,218.56 
JOET Virtus Terranova U.S. Quality Momentum ETF
+0.38%
+$2,118.04 
VEGI iShares MSCI Agriculture Producers ETF
+0.37%
+$1,073.82 
PLUG Plug Power Inc.
+0.36%
+$150 
NVDA NVIDIA Corporation
+0.31%
+$7,577.58 
XLRE State Street Real Estate Select Sector SPDR ETF
+0.31%
+$4,252.43 
FTMA Franklin Massachusetts Municipal Income ETF
+0.3%
+$5,167.36 
PLD Prologis, Inc.
+0.25%
+$807.68 
ICVT iShares Convertible Bond ETF
+0.2%
+$1,012.83 
MOO VanEck Agribusiness ETF
+0.19%
+$635.97 
IWF iShares Russell 1000 Growth ETF
+0.18%
+$657.91 
SCMB Schwab Municipal Bond ETF
+0.16%
+$2,822.68 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$4,524.75 
PFXF VanEck Preferred Securities ex Financials ETF
+0.15%
+$298.62 
VNQ Vanguard Real Estate ETF
+0.12%
+$1,288.87 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+0.08%
+$224.2 
DFEV Dimensional Emerging Markets Value ETF
+0.05%
+$122.64 
VUG Vanguard Morningstar Growth ETF
+0.05%
+$116.92 
ALLW State Street Bridgewater All Weather ETF
+0.03%
+$849.79 
BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$1,943.1 
VBIL Vanguard 0-3 Month Treasury Bill ETF
+0.02%
+$1,062.51 
IVES Dan Ives Wedbush AI Revolution ETF
0%
$0 5949
594960403
0%
$0 
T AT&T Inc.
-5.56%
-$16,844.74 
HYLN Hyliion Holdings Corp.
-4.68%
-$2,900.72 
NVS Novartis AG Sponsored ADR
-4.09%
-$8,819.2 
CL Colgate-Palmolive Co.
-3.29%
-$9,846.4 
LOW Lowe's Companies, Inc.
-2.91%
-$11,957.64 
HD The Home Depot, Inc.
-2.85%
-$8,901.21 
PEP PepsiCo, Inc.
-2.69%
-$6,528.78 
PG The Procter & Gamble Company
-2.63%
-$26,940.44 
KMB Kimberly-Clark Corporation
-2.31%
-$8,970 
MFC Manulife Financial Corporation
-2.21%
-$10,878.71 
KO The Coca-Cola Company
-2.14%
-$35,995.8 
MA Mastercard Inc. Class A Common Stock
-1.99%
-$6,410.97 
LLY Eli Lilly and Company
-1.95%
-$38,091.08 
BMY Bristol-Myers Squibb Company
-1.94%
-$14,885.22 
RTX RTX Corporation
-1.92%
-$4,368.33 
MCD McDonald's Corporation
-1.92%
-$12,201.64 
BLK BlackRock, Inc.
-1.88%
-$10,409.64 
AFL Aflac Incorporated
-1.83%
-$4,716.62 
OWL Blue Owl Capital Inc. Class A Common Stock
-1.8%
-$2,988.65 
FDX FedEx Corp.
-1.77%
-$3,807.34 
CAT Caterpillar Inc.
-1.73%
-$11,177.99 
JNJ Johnson & Johnson
-1.72%
-$39,078.89 
XLP State Street Consumer Staples Select Sector SPDR ETF
-1.69%
-$17,069.6 
MRK Merck & Co., Inc.
-1.56%
-$12,475.25 
VDC Vanguard Consumer Staples ETF
-1.56%
-$7,859.44 
V Visa Inc. Class A
-1.45%
-$3,650.95 
BX Blackstone Inc.
-1.42%
-$90,874.56 
MS Morgan Stanley Common Stock
-1.41%
-$7,643.09 
WAT Waters Corporation
-1.35%
-$10,312.25 
MO Altria Group, Inc.
-1.33%
-$8,163.83 
VZ Verizon Communications Inc.
-1.32%
-$14,272.26 
FTCS First Trust Capital Strength ETF
-1.3%
-$6,597.02 
JPM JPMorgan Chase & Co.
-1.29%
-$93,168.83 
SCHW The Charles Schwab Corporation
-1.19%
-$11,583.46 
C Citigroup Inc.
-1.13%
-$5,880.18 
COST Costco Wholesale Corp
-1.12%
-$3,417.01 
PFE Pfizer Inc.
-1.1%
-$12,956.8 
XLF State Street Financial Select Sector SPDR ETF
-1.09%
-$11,508.44 
VFH Vanguard Financials Index Fund ETF Shares
-1.05%
-$30,888 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.98%
-$70,413.16 
CG The Carlyle Group Inc.
-0.97%
-$6,058.34 
VICI VICI Properties Inc.
-0.96%
-$2,204.55 
MAR Marriott International, Inc. Class A Common Stock
-0.95%
-$7,822.73 
SLV iShares Silver Trust
-0.94%
-$9,527.85 
WMT Walmart Inc.
-0.94%
-$15,217.86 
KKR Korro Bio, Inc.
-0.91%
-$32,584.6 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-0.91%
-$2,964.31 
PFD Flaherty & Crumrine Preferred Income Fund Inc.
-0.91%
-$1,299.88 
SDY State Street SPDR S&P Dividend ETF
-0.9%
-$4,082.57 
NGG National Grid plc Sponsored ADR
-0.9%
-$4,027.08 
AMGN Amgen Inc. Common Stock
-0.89%
-$4,740 
SPLV Invesco S&P 500 Low Volatility ETF
-0.89%
-$89,712.4 
XLV State Street Health Care Select Sector SPDR ETF
-0.88%
-$12,473.6 
VHT Vanguard Health Care ETF
-0.87%
-$27,465.48 
ADP Automatic Data Processing Inc.
-0.87%
-$3,097.65 
APO Apollo Global Management Inc.
-0.84%
-$21,300.48 
VIGI Vanguard International Dividend Appreciation ETF
-0.81%
-$7,462.53 
WFC Wells Fargo & Company
-0.78%
-$2,952.96 
GS The Goldman Sachs Group, Inc.
-0.78%
-$22,575.8 
MC Moelis & Company
-0.78%
-$2,757.6 
EVR Evercore Inc. Class A Common Stock
-0.74%
-$4,895.55 
ARCC Ares Capital Corp.
-0.72%
-$1,739.88 
NLR VanEck Uranium and Nuclear ETF
-0.7%
-$8,867.84 
SO The Southern Company
-0.63%
-$3,418.28 
GBDC Golub Capital BDC, Inc.
-0.61%
-$975.6 
DVY iShares Select Dividend ETF
-0.61%
-$7,751.7 
VPU Vanguard Utilities ETF
-0.59%
-$19,754.9 
BAC Bank of America Corporation
-0.59%
-$2,801.72 
XLU State Street Utilities Select Sector SPDR ETF
-0.58%
-$5,197 
GLD SPDR Gold Shares
-0.56%
-$12,273.03 
VIG Vanguard Dividend Appreciation ETF
-0.55%
-$6,561 
DUK Duke Energy Corporation
-0.54%
-$3,115.76 
IBB iShares Biotechnology ETF
-0.54%
-$7,368.66 
PAVE Global X U.S. Infrastructure Development ETF
-0.54%
-$8,985.48 
RSP Invesco S&P 500 Equal Weight ETF
-0.53%
-$30,634.85 
META Meta Platforms Inc Class A
-0.49%
-$1,340.65 
AMZN Amazon.com Inc
-0.48%
-$20,240.88 
VAW Vanguard Materials Index Fund ETF Shares
-0.47%
-$2,007.64 
SPG Simon Property Group Inc.
-0.46%
-$1,869.2 
JEPI JPMorgan Equity Premium Income ETF
-0.45%
-$27,023.88 
MSDL Morgan Stanley Direct Lending Fund
-0.45%
-$1,623.48 
KEY KeyCorp
-0.45%
-$1,894.39 
MGV Vanguard Mega Cap Value ETF
-0.43%
-$3,857.32 
PHO Invesco Water Resources ETF
-0.42%
-$9,020.07 
VTV Vanguard Morningstar Value ETF
-0.4%
-$1,884.61 
BRK-B Berkshire Hathaway Inc.
-0.39%
-$13,652.8 
TSLA Tesla, Inc.
-0.39%
-$993.24 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$9,841.96 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.36%
-$5,795.31 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.33%
-$3,184.38 
GOOGL Alphabet Inc
-0.32%
-$17,557.28 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
-0.32%
-$3,437.23 
VBR Vanguard Small-Cap Value ETF
-0.32%
-$9,560.2 
IJH iShares Core S&P Mid-Cap ETF
-0.3%
-$831.82 
WM Waste Management Inc.
-0.29%
-$1,176.02 
IVOO Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
-0.28%
-$2,032.05 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.27%
-$3,073.03 
SCHD Schwab U.S. Dividend Equity ETF
-0.25%
-$2,940.93 
UNH UnitedHealth Group Inc.
-0.25%
-$1,165.24 
VB Vanguard Small-Cap ETF
-0.25%
-$3,570.71 
GOOG Alphabet Inc
-0.24%
-$12,031.85 
VTWO Vanguard Russell 2000 ETF
-0.24%
-$706.59 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.21%
-$8,464.83 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.2%
-$1,230.32 
IWR iShares Russell Mid-Cap ETF
-0.18%
-$590.2 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.18%
-$813.15 
WELL Welltower Inc.
-0.18%
-$5,933.29 
IWM iShares Russell 2000 ETF
-0.18%
-$395.44 
JBND JPMorgan Active Bond ETF
-0.16%
-$318.58 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.16%
-$706.11 
REET iShares Global REIT ETF
-0.15%
-$475.64 
IJR iShares Core S&P Small-Cap ETF
-0.15%
-$480.88 
IVV iShares Core S&P 500 ETF
-0.15%
-$908.3 
VOO Vanguard S&P 500 ETF
-0.13%
-$424.8 
SPY State Street SPDR S&P 500 ETF Trust
-0.12%
-$3,671.33 
VXUS Vanguard Total International Stock ETF
-0.11%
-$1,541.52 
BINC iShares Flexible Income Active ETF
-0.11%
-$4,647.44 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.1%
-$242.25 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$709.23 
VTI Vanguard Total Stock Market ETF
-0.1%
-$5,130.79 
VBK Vanguard Small-Cap Growth ETF
-0.1%
-$690.24 
JPIE JPMorgan Income ETF
-0.09%
-$11,477.88 
AAPL Apple Inc.
-0.08%
-$21,010.55 
CWB SPDR Bloomberg Convertible Securities ETF
-0.05%
-$1,080.45 
PSP Invesco Global Listed Private Equity ETF
-0.03%
-$309.58 
ABBV AbbVie Inc.
-0.02%
-$149.88 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$332.63 
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF
-0.01%
-$25.74 Events
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Dividends
Dividend Analysis
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| Trades 2492 | Longs Won 1697/2492 68% | Profit Factor 6.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $238,698.98 |
| Average Win $51,751.58 | Best Trade (Oct 23) $7.4M | Sharpe Ratio -11.45 |
| Average Loss -$17,612.87 | Worst Trade (Oct 19) -$999,085.75 | Z-Score 24.61 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1w 3d | Expectancy $29,622.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 5949 594960403 | 90,219 | $29.5 | $29.5 | - | - | - | 0.0 |
| AAPL Apple Inc. | 76,402 | $14.42M | $26.58M | - | $12.16M | 84.36% | -0.079% |
| ABBV AbbVie Inc. | 2,498 | $349,229.89 | $712,254.74 | - | $363,024.85 | 103.95% | -0.021% |
| ADI Analog Devices, Inc. | 2,044 | $408,958.16 | $801,350.2 | - | $392,392.04 | 95.95% | +1.631% |
| ADP Automatic Data Processing Inc. | 1,158 | $285,516.48 | $353,496.87 | - | $67,980.39 | 23.81% | -0.869% |
| AFL Aflac Incorporated | 2,087 | $233,326.6 | $252,547.87 | - | $19,221.27 | 8.24% | -1.833% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 18,070 | $392,623.09 | $451,117.55 | - | $58,494.46 | 14.9% | -0.18% |
| AIQ Global X Artificial Intelligence & Technology ETF | 9,634 | $513,560.22 | $602,414.02 | - | $88,853.8 | 17.3% | +0.741% |
| ALLW State Street Bridgewater All Weather ETF | 84,979 | $2.38M | $2.47M | - | $95,121.2 | 4% | +0.034% |
| AMAT Applied Materials Inc. | 2,138 | $339,078.79 | $819,270.91 | - | $480,192.12 | 141.62% | +2.028% |
| AMD Advanced Micro Devices Inc. | 345 | $200,413.94 | $179,924.4 | - | -$20,489.54 | -10.22% | +2.676% |
| AMGN Amgen Inc. Common Stock | 1,185 | $283,581.72 | $525,286.8 | - | $241,705.08 | 85.23% | -0.894% |
| AMZN Amazon.com Inc | 16,728 | $2.78M | $4.17M | - | $1.38M | 49.69% | -0.483% |
| APO Apollo Global Management Inc. | 22,188 | $1.47M | $2.53M | - | $1.06M | 71.89% | -0.836% |
| ARCC Ares Capital Corp. | 12,888 | $266,783.53 | $240,425.64 | - | -$26,357.89 | -9.88% | -0.718% |
| AVGO Broadcom Inc. | 2,202 | $304,252 | $718,446.54 | - | $414,194.54 | 136.14% | +0.937% |
| BAC Bank of America Corporation | 9,339 | $337,026.97 | $474,234.42 | - | $137,207.45 | 40.71% | -0.587% |
| BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF | 77,724 | $7.72M | $7.72M | - | -$2,870.2 | -0.04% | +0.025% |
| BINC iShares Flexible Income Active ETF | 84,499 | $4.45M | $4.28M | - | -$171,470.52 | -3.85% | -0.108% |
| BLK BlackRock, Inc. | 487 | $497,105.56 | $543,450.6 | - | $46,345.04 | 9.32% | -1.879% |
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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 - $2.79M, Blackstone Inc - $1.62M, JPMorgan Equity Premium Income ETF - $1.35M, Invesco S&P 500 Low Volatility ETF - $893,877.23, and JPMorgan Income ETF - $856,646.13. 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 - $307,353.35, Invesco Preferred ETF - $302,649.48, BlackRock, Inc - $279,098.64, and iShares TIPS Bond ETF - $263,003.78. 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 $18.52M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income ETF - $1.36M, Blackstone Inc - $1.2M, Invesco S&P 500 Low Volatility ETF - $938,198.29, Vanguard Intermediate-Term Corporate Bond ETF - $925,621.51, and JPMorgan Income ETF - $856,646.13. 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.
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