Opulen Financial Group LLC Portfolio Holdings

Opulen Financial Group LLC

$110 Billion
Q4 2024

Opulen Financial Group LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $110 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $13.4B, Schwab Strategic Tr Us Dividen with a value of $13.4B, Ishares Msci Intl Quality Fact with a value of $6.69B, Amazon Com Inc with a value of $5.61B, and Ishares Core S&P 500 ETF with a value of $3.92B.

Examining the 13F form we can see an increase of $110B in the current position value.

Opulen Financial Group LLC is based out at Arlington, VA

Below you can find more details about Opulen Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $110 Billion

ETFs: $94.8 Billion

Consumer Cyclical: $6.22 Billion

Technology: $2.17 Billion

Communication Services: $806 Million

Industrials: $215 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ETN Eaton Corp PLC Industrials	$126B	$215 Million 0.2% of portfolio	649	Q4 2024 New
T At&T Inc. Communication Services	$174B	$214 Million 0.19% of portfolio	9,415	Q4 2024 New

Summary

Portfolio
No. of Stocks 87
Current Value $110 Billion
Filing
Period Q4 2024
Filing Date February 06, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 87 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Opulen Financial Group LLC Portfolio Holdings