Opulen Financial Group LLC Portfolio Holdings by Sector

Opulen Financial Group LLC

$122 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY SCHD IQLT IVV VXF VOO QQQ VBR 76 stocks	$102 Million 88.75% of portfolio	50	25	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$5.39 Million 4.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.44 Million 1.25% of portfolio	2	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$944,524 0.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$913,362 0.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$811,617 0.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$763,272 0.66% of portfolio	2	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$597,497 0.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$451,287 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$379,082 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$317,342 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$278,755 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$234,652 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$213,780 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$211,706 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts

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