BO
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:
43.69%
Gain +0.37%
Monthly
0.42%
Yearly
5.1%
Drawdown
17.99%
$271.69M
Equity
Holdings
$271.69M
Investment
$200.93M
$70.08M
Profit +$1.19M
Realized
-$672,506.09
Unrealized
$70.76M
Dividends
$16.31M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.37%
Profit
$1.19M
Win %
84%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$1.71M
Win %
84%
This Month
Compared to last month
Gain
-0.52%
Profit
-$1.42M
Win %
84%
This Year
Compared to last year
Gain
6.55%
Profit
$16.7M
Win %
84%
SCHW Charles Schwab Corporation
+3.33%
+$33,075.32 
CG The Carlyle Group Inc.
+2.67%
+$18,379.55 
LAZ Lazard Ltd.
+2.66%
+$8,748.36 
KKR KKR & Co. Inc.
+2.63%
+$95,492.95 
KMI Kinder Morgan, Inc.
+2.58%
+$23,836.68 
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF
+2.51%
+$13,320.31 
VZ Verizon Communications Inc.
+2.47%
+$24,560.68 
GS The Goldman Sachs Group, Inc.
+2.42%
+$87,108.53 
SPG Simon Property Group, Inc.
+2.41%
+$10,981.08 
BX Blackstone Inc.
+2.27%
+$147,213 
JPM JPMorgan Chase & Co.
+2.22%
+$155,173.42 
DELL Dell Technologies Inc.
+2.17%
+$14,221.03 
T AT&T Inc.
+1.98%
+$5,906.81 
EVR Evercore Inc.
+1.65%
+$16,032.87 
ADI Analog Devices, Inc.
+1.61%
+$18,620 
VDE Vanguard Energy ETF
+1.61%
+$35,669.4 
MFC Manulife Financial Corporation
+1.53%
+$7,506.66 
C Citigroup Inc.
+1.53%
+$9,243.88 
AFL Aflac Inc.
+1.52%
+$3,894 
MC Moelis & Company
+1.51%
+$6,718.4 
WFC Wells Fargo & Company
+1.5%
+$5,625.88 
VAW Vanguard Materials ETF
+1.44%
+$6,000.15 
BLK BlackRock, Inc.
+1.4%
+$7,048.16 
SMH VanEck Semiconductor ETF
+1.36%
+$23,062.75 
SOXX iShares Semiconductor ETF
+1.36%
+$33,835.24 
XLF Financial Select Sector SPDR Fund
+1.35%
+$13,005.07 
PLD Prologis Inc.
+1.33%
+$5,066.6 
GOOGL Alphabet Inc
+1.33%
+$84,314.06 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.31%
+$37,327.03 
BAC Bank of America Corporation
+1.28%
+$6,731.34 
AMAT Applied Materials, Inc.
+1.25%
+$14,392.94 
IJR iShares Core S&P Small-Cap ETF
+1.22%
+$4,508.41 
WELL Welltower Inc.
+1.17%
+$35,812.68 
VEGI iShares MSCI Global Agriculture Producers ETF
+1.17%
+$3,640.55 
VIOO Vanguard S&P Small-Cap 600 ETF
+1.16%
+$7,245.84 
CAT Caterpillar Inc.
+1.13%
+$7,683.6 
KEY KeyCorp
+1.12%
+$4,980.75 
GOOG Alphabet Inc
+1.11%
+$67,119.52 
IWM iShares Russell 2000 ETF
+1.07%
+$3,268.32 
XLRE The Real Estate Select Sector SPDR Fund
+1.06%
+$15,494.02 
DVY iShares Select Dividend ETF
+1.05%
+$13,675.2 
PSP Invesco Global Listed Private Equity ETF
+1.04%
+$7,334.64 
VNQ Vanguard Real Estate ETF
+1.03%
+$9,617.22 
MA Mastercard Incorporated
+1.01%
+$2,425.54 
VICI Vici Properties Inc.
+1.01%
+$3,713.84 
VTWO Vanguard Russell 2000 ETF
+1.01%
+$3,307.01 
VOE Vanguard Mid-Cap Value ETF
+1%
+$10,950.52 
RDNT RadNet Inc.
+0.99%
+$1,722.9 
SCHD Schwab U.S. Dividend Equity ETF
+0.94%
+$9,643.8 
PAVE Global X U.S. Infrastructure Development ETF
+0.93%
+$17,661.72 
PG Procter & Gamble Co
+0.91%
+$8,047.35 
MOO VanEck Agribusiness ETF
+0.87%
+$3,098.08 
VTV Vanguard Value ETF
+0.86%
+$4,205.05 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.83%
+$25,557.94 
VPU Vanguard Utilities ETF
+0.83%
+$26,499.62 
SDY SPDR S&P Dividend ETF
+0.83%
+$4,547.5 
SO The Southern Company
+0.8%
+$4,300.5 
ICVT iShares Convertible Bond ETF
+0.8%
+$5,813.9 
REET iShares Global REIT ETF
+0.78%
+$2,687.72 
MGV Vanguard Mega Cap Value ETF
+0.77%
+$7,807.04 
IWR iShares Russell Mid-Cap ETF
+0.76%
+$3,209.48 
VO Vanguard Mid-Cap ETF
+0.75%
+$7,712.48 
CWB SPDR Bloomberg Convertible Securities ETF
+0.74%
+$17,325.36 
JNJ Johnson & Johnson
+0.74%
+$15,111.36 
SPLV Invesco S&P 500 Low Volatility ETF
+0.74%
+$74,839.4 
XLU Utilities Select Sector SPDR Fund
+0.74%
+$6,533.17 
MCD McDonald's Corporation
+0.74%
+$5,050.52 
VYM Vanguard High Dividend Yield ETF
+0.73%
+$18,034.68 
MS Morgan Stanley
+0.72%
+$4,533.76 
RSP Invesco S&P 500 Equal Weight ETF
+0.71%
+$36,742.5 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.71%
+$5,882.24 
IJH iShares Core S&P Mid-Cap ETF
+0.68%
+$1,945.67 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.66%
+$2,633.11 
ARCC Ares Capital Corporation
+0.65%
+$1,743.64 
VB Vanguard Small-Cap ETF
+0.65%
+$9,915.52 
KMB Kimberly-Clark Corporation
+0.64%
+$1,547 
NLR VanEck Uranium and Nuclear ETF
+0.59%
+$7,663.03 
XLK State Street Technology Select Sector SPDR ETF
+0.55%
+$75,718.95 
MAR Marriott International Inc. - Class A
+0.55%
+$4,502.73 
DLR Digital Realty Trust, Inc.
+0.54%
+$8,771.42 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.51%
+$7,231.87 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.49%
+$32,709.42 
DUK Duke Energy Corporation
+0.48%
+$2,738.4 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.48%
+$4,752.18 
UNH UnitedHealth Group Incorporated
+0.47%
+$1,530.25 
JOET Virtus Terranova U.S. Quality Momentum ETF
+0.47%
+$2,099.79 
BMY Bristol-Myers Squibb Company
+0.47%
+$2,990.79 
PHO Invesco Water Resources ETF
+0.46%
+$9,292.23 
BXP Boston Properties, Inc.
+0.45%
+$1,849.8 
VIG Vanguard Dividend Appreciation ETF
+0.45%
+$5,510.94 
WM Waste Management, Inc.
+0.43%
+$1,581.95 
FTCS First Trust Capital Strength ETF
+0.42%
+$2,173.6 
GBDC Golub Capital BDC, Inc.
+0.41%
+$683.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$21,756.74 
IBB iShares Biotechnology ETF
+0.41%
+$4,590.57 
PFD Flaherty & Crumrine Preferred and Income Fund
+0.4%
+$596.7 
SLV iShares Silver Trust
+0.39%
+$4,939.7 
PFXF VanEck Preferred Securities ex Financials ETF
+0.38%
+$802.27 
HD The Home Depot, Inc.
+0.35%
+$1,024.85 
VOO Vanguard S&P 500 ETF
+0.35%
+$1,187.38 
IVV iShares Core S&P 500 ETF
+0.35%
+$2,701.08 
EEM iShares MSCI Emerging Markets ETF
+0.34%
+$2,048.15 
MO Altria Group, Inc.
+0.34%
+$1,779.36 
SPY SPDR S&P 500 ETF Trust
+0.33%
+$9,599.06 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.32%
+$1,306.8 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.31%
+$1,101.24 
PFE Pfizer Inc.
+0.31%
+$1,955.6 
PHYS Sprott Physical Gold Trust
+0.3%
+$609.62 
VDC VANGUARD CONSUMER STAPLES ETF
+0.29%
+$1,371.56 
JEPI JPMorgan Equity Premium Income Fund
+0.29%
+$13,994.24 
XLP Consumer Staples Select Sector SPDR Fund
+0.24%
+$2,397.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.23%
+$2,788.2 
VBK Vanguard Small-Cap Growth ETF
+0.23%
+$1,917.6 
BRK-B Berkshire Hathaway Inc.
+0.23%
+$5,093.79 
QQQ Invesco QQQ Trust, Series 1
+0.19%
+$2,158.32 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.19%
+$613.14 
ADP Automatic Data Processing Inc.
+0.15%
+$415.8 
PFF iShares Preferred and Income Securities ETF
+0.14%
+$1,092.33 
AMGN Amgen Inc.
+0.11%
+$502.71 
BINC iShares Flexible Income Active ETF
+0.1%
+$3,483.53 
ABBV AbbVie Inc.
+0.1%
+$592.94 
GLD SPDR Gold Shares
+0.09%
+$1,884.19 
NGG National Grid plc Sponsored ADR
+0.05%
+$217.32 
PGX Invesco Preferred ETF
+0.05%
+$67.46 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$2,661.16 
VHT Vanguard Health Care ETF
+0.03%
+$730.35 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$299.78 
JPIE JPMorgan Income ETF
0%
+$271.79 
INVZ Innoviz Technologies Ltd.
-4.68%
-$909.74 
PLUG Plug Power Inc.
-4.06%
-$3,239.09 
TSLA Tesla, Inc.
-2.13%
-$5,853.23 
AMZN Amazon.com Inc
-2.11%
-$88,077.19 
ABT Abbott Laboratories
-1.94%
-$3,645.3 
HYLN Hyliion Holdings Corp.
-1.47%
-$2,200.66 
AVGO Broadcom Inc.
-1.39%
-$10,560.92 
AAPL Apple Inc.
-1.32%
-$310,672.96 
WAT Waters Corporation
-1.19%
-$7,507.48 
LLY Eli Lilly and Company
-1.16%
-$19,237.43 
IBM International Business Machines Corporation
-1.05%
-$28,772.84 
HACK Amplify Cybersecurity ETF
-0.76%
-$8,171.62 
WCLD WisdomTree Cloud Computing Fund
-0.73%
-$1,344.15 
MSFT Microsoft Corp.
-0.72%
-$36,492.85 
CRWD CrowdStrike Holdings, Inc.
-0.72%
-$4,902.98 
FDX FedEx Corporation
-0.65%
-$1,588.99 
PANW Palo Alto Networks, Inc.
-0.54%
-$1,754.62 
BUG Global X Cybersecurity ETF
-0.5%
-$3,076.83 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.43%
-$7,787.39 
WMT Walmart Inc.
-0.42%
-$6,419.88 
KO The Coca-Cola Company
-0.41%
-$5,893.56 
LOW Lowe's Companies Inc.
-0.41%
-$1,773.6 
MRK Merck & Co., Inc.
-0.32%
-$2,053.52 
PEP PepsiCo, Inc.
-0.3%
-$648.01 
IVES Amplify Bloomberg AI Value Chain ETF
-0.27%
-$3,922.31 
RTX RTX Corporation
-0.24%
-$533.12 
FTMA Franklin Massachusetts Municipal Income ETF
-0.22%
-$1,995.12 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.21%
-$1,759.48 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$1,984.2 
IWF iShares Russell 1000 Growth ETF
-0.15%
-$1,031.04 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.12%
-$705.81 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,529.85 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$3,799.38 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.07%
-$1,323.28 
VUG Vanguard Growth ETF
-0.06%
-$167.7 
SCMB Schwab Municipal Bond ETF
-0.04%
-$739.7 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$138.12 
UTWO U.S. Treasury 2-Year Note ETF
-0.03%
-$66.36 
CL Colgate-Palmolive Company
-0.01%
-$14.19 
NVDA NVIDIA Corporation
-0.01%
-$109.35 Events
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Dividends
Dividend Analysis
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| Trades 2171 | Longs Won 1495/2171 68% | Profit Factor 7.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $226,427.28 |
| Average Win $54,310.92 | Best Trade (Jun 11) $5.5M | Sharpe Ratio -8.13 |
| Average Loss -$16,437.3 | Worst Trade (Jun 11) -$593,235.36 | Z-Score 26.81 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 5d | Expectancy $32,281.53 |
| 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 |
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Returns
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