O'ROURKE & COMPANY, Inc
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CITIGROUP INC | $511.2K | 0.2% |
| SPDR SERIES TRUST | $506.2K | 0.2% |
| FIRST TR EXCHANGE-TRADED FD | $502.7K | 0.2% |
| SOUTHERN CO | $500.0K | 0.2% |
| ISHARES TR | $487.2K | 0.2% |
| LOWES COMPANIES INC | $470.0K | 0.2% |
| CrowdStrike Holdings, Inc. | $461.3K | 0.2% |
| MANULIFE FINL CORP | $446.5K | 0.2% |
| ISHARES TR | $445.4K | 0.2% |
| Moelis & Co | $444.1K | 0.2% |
| CATERPILLAR INC | $435.3K | 0.2% |
| VANGUARD INDEX FDS | $434.1K | 0.2% |
| ALTRIA GROUP, INC. | $427.5K | 0.2% |
| VANGUARD WORLD FD | $426.1K | 0.2% |
| WELLS FARGO & COMPANY/MN | $422.9K | 0.2% |
| AMGEN INC | $421.8K | 0.2% |
| NATIONAL GRID PLC | $420.2K | 0.2% |
| VIRTUS ETF TR II | $420.0K | 0.2% |
| BXP, Inc. | $416.1K | 0.2% |
| KEYCORP /NEW | $411.2K | 0.2% |
| Simon Property Group Inc | $393.1K | 0.2% |
| SPDR DOW JONES INDL AVERAGE | $377.7K | 0.1% |
| ISHARES TR | $376.8K | 0.1% |
| VANGUARD WORLD FD | $375.7K | 0.1% |
| Lazard Inc | $372.7K | 0.1% |
| WASTE MANAGEMENT INC | $367.9K | 0.1% |
| VICI PROPERTIES INC. | $366.4K | 0.1% |
| PROSHARES TR | $334.9K | 0.1% |
| VANECK ETF TRUST | $331.6K | 0.1% |
| Prologis Inc | $330.0K | 0.1% |
| AUTOMATIC DATA PROCESSING INC | $324.1K | 0.1% |
| AT&T INC. | $322.5K | 0.1% |
| VANGUARD INDEX FDS | $314.1K | 0.1% |
| ISHARES TR | $313.2K | 0.1% |
| ISHARES TR | $311.9K | 0.1% |
| HOME DEPOT, INC. | $309.3K | 0.1% |
| Tesla Inc | $309.0K | 0.1% |
| ISHARES INC | $306.6K | 0.1% |
| SPDR SERIES TRUST | $297.4K | 0.1% |
| ARES CAPITAL CORPARCC | $284.0K | 0.1% |
| Mastercard Inc | $280.2K | 0.1% |
| ISHARES INC | $278.1K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $276.6K | 0.1% |
| VANGUARD INDEX FDS | $272.7K | 0.1% |
| UNITEDHEALTH GROUP INC | $263.2K | 0.1% |
| ABBOTT LABORATORIES | $262.5K | 0.1% |
| ISHARES TR | $259.9K | 0.1% |
| ISHARES TR | $249.3K | 0.1% |
| AFLAC INC | $242.6K | 0.1% |
| KIMBERLY CLARK CORP | $240.1K | 0.1% |