Opal Wealth Advisors, LLC Purchases and Sells in Q3 2025

Opal Wealth Advisors, LLC

$347 Million
Q3 2025

Top Buys

Incresed Positions

97 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PVAL	31.1K + 2.1%	$39.93 - $42.72 $1.24M - $1.33M	1.51M $64.6M
LRGE	12.7K + 2.22%	$77.99 - $84.32 $992K - $1.07M	587K $48.9M
VBR	3.8K + 2.06%	$195.41 - $212.37 $742K - $807K	188K $39.2M
JMUB	36K + 62.58%	$49.09 - $50.58 $1.77M - $1.82M	93.5K $4.72M
MUNI	18.7K + 60.62%	$50.9 - $52.37 $953K - $981K	49.6K $2.59M
VTEB	19.3K + 297.78%	$48.5 - $50.19 $935K - $968K	25.8K $1.29M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VSGX	12.8K New	$64.58 - $69.94 $829K - $898K	12.8K $890K
FXE	5.57K New	$105.31 - $109.29 $587K - $609K	5.57K $604K
BFLY	33.3K New	$1.33 - $2.17 $44.3K - $72.3K	33.3K $64K
HUT 8 CORP	10K New	N/A	10K $0
MORGAN STANLEY ETF TRUST	19.4K New	N/A	19.4K $0
MORGAN STANLEY ETF TRUST	19.3K New	N/A	19.3K $0

Top Sells

Reduced Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-2.83K - 42.34%	$237.77 - $353.61 $672K - $1M	3.85K $1.33M
AAPL	-14K - 23.63%	$202.38 - $256.87 $2.84M - $3.61M	45.4K $11.6M
NFLX	-248 - 26.78%	$1147.87 - $1297.18 $285K - $322K	678 $812K
LLY	-412 - 34.59%	$625.65 - $812.69 $258K - $335K	779 $594K
GLD	-918 - 51.6%	$300.96 - $355.47 $276K - $326K	861 $306K
COWZ	-4.21K - 29.43%	$55.15 - $58.11 $232K - $245K	10.1K $580K

Activity Summary All Purchases 104 New Holdings 7 Increased Positions 97 All Sells 82 Reductions 82 Sold out 0 Calls 0 Puts 0

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