StockDriftsStockDriftsTop 50 O'ROURKE & COMPANY, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 7.75% | 77.2K | $19.6M | -2.85%(-2.27K) | $180.39(+65.31%) | 2026-03-31 | |
| JPIE | JPMORGAN INCOME ETF | 4.41% | 241.6K | $11.1M | +24.46%(+47.49K) | $46.09(-0.24%) | 2026-03-31 | |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 3.86% | 133.2K | $9.7M | -3.01%(-4.13K) | $64.86(+12.45%) | 2026-03-31 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 3.78% | 71.8K | $9.5M | -4.24%(-3.18K) | $85.51(+109.91%) | 2026-03-31 | |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | 3.48% | 88.4K | $8.8M | +14.59%(+11.25K) | $99.41(-0.14%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 2.53% | 21.7K | $6.4M | -2.73%(-609) | $156.16(+92.06%) | 2026-03-31 | |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 2.5% | 59.6K | $6.3M | -1.59%(-966) | $94.64(+12.27%) | 2026-03-31 | |
| BX | BLACKSTONE INC COM | 2.38% | 52.4K | $6.0M | -2.17%(-1.16K) | $121.02(+1.19%) | 2026-03-31 | |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 2.07% | 92.1K | $5.2M | +5.27%(+4.61K) | $57.06(-1.88%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 1.96% | 17.2K | $4.9M | -2.87%(-508) | $141.98(+182.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.02% | +72.90% |
| Top 20 Holdings Unweighted | +19.98% | +72.72% |
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