Opal Wealth Advisors, LLC Purchases in Q3 2024

Opal Wealth Advisors, LLC

  • $315 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
26.1K
+ 81.81%
$207.23 - $234.82 $5.41M - $6.13M
58K $13.5M
PVAL
Putnam ETF Tr Putnam Focused L
111K
+ 10.24%
$35.03 - $37.94 $3.87M - $4.19M
1.19M $45.1M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
31.5K
+ 6.35%
$65.03 - $73.27 $2.05M - $2.31M
528K $38.6M
VBR
Vanguard Small Cap Value ETF

ETFs
9.03K
+ 8.03%
$179.99 - $201.6 $1.62M - $1.82M
121K $24.4M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
35.2K
+ 11.69%
$47.18 - $48.74 $1.66M - $1.72M
336K $16.4M
IEF
Ishares Barclays

ETFs
12.3K
+ 461.48%
$92.67 - $99.14 $1.14M - $1.22M
14.9K $1.47M
XLI
Industrial Sector Spdr

ETFs
1.3K
+ 2.29%
$120.56 - $135.44 $156K - $176K
58K $7.85M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14.5K
+ 9.62%
$50.61 - $50.96 $732K - $737K
165K $8.4M
UNH
Unitedhealth Group Inc

Healthcare
710
+ 18.56%
$488.01 - $604.18 $346K - $429K
4.54K $2.65M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.87K
+ 55.06%
$53.41 - $57.9 $367K - $398K
19.3K $1.12M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.47K
+ 8.94%
$44.65 - $47.21 $244K - $258K
66.6K $3.11M
GVI
Ishares Tr

ETFs
2.3K
+ 10.33%
$103.17 - $107.43 $238K - $247K
24.6K $2.64M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
3.43K
+ 3.52%
$27.15 - $30.78 $93.2K - $106K
101K $3.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
187
+ 2.75%
$517.38 - $573.86 $96.8K - $107K
7K $4.02M
PM
Philip Morris International Inc.

Consumer Defensive
2.15K
+ 93.93%
$101.25 - $127.45 $218K - $274K
4.44K $539K
NEE
Nextera Energy Inc

Utilities
2.18K
+ 57.12%
$69.9 - $84.97 $152K - $185K
5.99K $506K
TMO
Thermo Fisher Scientific Inc.

Healthcare
198
+ 15.99%
$531.86 - $624.21 $105K - $124K
1.44K $888K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.16K
+ 3.05%
$41.02 - $46.01 $47.7K - $53.5K
39.2K $1.79M
META
Meta Platforms, Inc.

Communication Services
75
+ 3.22%
$453.41 - $572.44 $34K - $42.9K
2.4K $1.38M
PPL
Ppl Corp

Utilities
5.96K
+ 1111.19%
$27.36 - $33.08 $163K - $197K
6.49K $214K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
658
+ 1.72%
$48.51 - $52.86 $31.9K - $34.8K
39K $2.06M
KO
Coca Cola CO

Consumer Defensive
970
+ 6.72%
$62.69 - $73.01 $60.8K - $70.8K
15.4K $1.11M
AZN
Astrazeneca PLC

Healthcare
2.41K
+ 96.48%
$76.67 - $87.62 $185K - $212K
4.92K $383K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.11K
+ 25.82%
$42.22 - $48.62 $131K - $151K
15.1K $704K
WMT
Walmart Inc.

Consumer Defensive
847
+ 12.44%
$66.91 - $81.4 $56.7K - $68.9K
7.65K $617K
DGRO
Ishares Core Dividend Growth E

ETFs
1.17K
+ 8.65%
$57.47 - $62.76 $67.1K - $73.2K
14.7K $919K
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.29%
$213.3 - $270.78 $1.71K - $2.17K
2.75K $744K
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.21%
$163.84 - $199.33 $1.8K - $2.19K
5.18K $1.02M
NOC
Northrop Grumman Corp

Industrials
183
+ 44.85%
$423.73 - $533.14 $77.5K - $97.6K
591 $312K
LUV
Southwest Airlines CO

Industrials
4.12K
+ 99.45%
$23.7 - $29.93 $97.7K - $123K
8.27K $245K
SPYG
Spdr Portfolio

ETFs
224
+ 0.66%
$73.38 - $84.1 $16.4K - $18.8K
34.1K $2.83M
VZ
Verizon Communications Inc

Communication Services
2.21K
+ 67.33%
$38.89 - $45.0 $85.9K - $99.4K
5.49K $246K
T
At&T Inc.

Communication Services
3.96K
+ 53.89%
$18.21 - $22.28 $72K - $88.1K
11.3K $248K
V
Visa Inc.

Financial Services
156
+ 2.99%
$253.74 - $291.56 $39.6K - $45.5K
5.37K $1.48M
C
Citigroup Inc

Financial Services
1.73K
+ 38.92%
$56.11 - $67.61 $97.1K - $117K
6.18K $386K
PHM
Pultegroup Inc

Consumer Cyclical
226
+ 12.91%
$103.95 - $144.98 $23.5K - $32.8K
1.98K $283K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.38K
+ 7.16%
$24.38 - $25.2 $58.1K - $60.1K
35.7K $897K
URI
United Rentals, Inc.

Industrials
26
+ 7.98%
$627.41 - $814.1 $16.3K - $21.2K
352 $285K
SNY
Sanofi

Healthcare
538
+ 11.72%
$48.54 - $58.53 $26.1K - $31.5K
5.13K $295K
LLY
Eli Lilly & CO

Healthcare
99
+ 12.12%
$772.14 - $960.02 $76.4K - $95K
916 $811K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.05K
+ 3.76%
$85.84 - $85.84 $90K - $90K
29K $2.49M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
392
+ 18.96%
$147.95 - $191.05 $58K - $74.9K
2.46K $427K
XOM
Exxon Mobil Corp

Energy
415
+ 4.64%
$109.72 - $119.0 $45.5K - $49.4K
9.35K $1.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.27K
+ 6.02%
$50.52 - $50.95 $64K - $64.5K
22.3K $1.13M
SHW
Sherwin Williams CO

Basic Materials
12
+ 1.72%
$294.65 - $384.0 $3.54K - $4.61K
710 $270K
JNJ
Johnson & Johnson

Healthcare
226
+ 13.71%
$145.48 - $167.38 $32.9K - $37.8K
1.88K $303K
IVV
Ishares Core S&P 500 ETF

ETFs
17
+ 0.97%
$520.18 - $576.82 $8.84K - $9.81K
1.77K $1.02M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
606
+ 4.35%
$33.88 - $36.77 $20.5K - $22.3K
14.5K $530K
JPM
Jpmorgan Chase & CO

Financial Services
156
+ 5.23%
$194.9 - $224.8 $30.4K - $35.1K
3.14K $661K
Activity Summary
Buys All Purchases 97 New Holdings 0 Increased Positions 97 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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