Portfolio (Quarterly)
Guide ↗
O'ROURKE & COMPANY, Inc
· CIK 0001911468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | UTWO | RBB FD INC | — | 4,454 | $216K | 0.08% | SOLD |
| 2 | RDNT | RADNET INC | Healthcare | 3,000 | $214K | 0.08% | SOLD |
| 3 | PANW | PALO ALTO NETWORKS INC | Technology | 1,162 | $214K | 0.08% | SOLD |
| 4 | PHYS | SPROTT ASSET MANAGEMENT LP | Financial Services | 6,417 | $212K | 0.08% | SOLD |
| 5 | WCLD | WISDOMTREE TR | — | 5,974 | $209K | 0.08% | SOLD |
| 6 | PGX | INVESCO EXCH TRADED FD TR II | — | 13,492 | $152K | 0.06% | SOLD |
Sector Allocation
Financial Services
33.3%
Technology
29.2%
Communication Services
10.3%
Healthcare
7.4%
Consumer Cyclical
5.6%
Consumer Defensive
5.1%
Real Estate
4.9%
Industrials
1.7%
Utilities
1.5%
Energy
1.1%