Opulen Financial Group LLC Portfolio Holdings

Opulen Financial Group LLC

  • $110 Billion
  • Q1 2025

Opulen Financial Group LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $14.1B, Spdr S&P 500 ETF Trust with a value of $12.7B, Ishares Msci Intl Quality Fact with a value of $7.36B, Amazon Com Inc with a value of $4.68B, and Ishares Core S&P 500 ETF with a value of $3.84B.

Examining the 13F form we can see an increase of $77.6M in the current position value, from $110B to 110B.

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: $96 Billion
Consumer Cyclical: $4.92 Billion
Technology: $1.85 Billion
Communication Services: $872 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $110 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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