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
GE
General Electric CO

Industrials
120
+ 11.14%
$156.66 - $189.66 $18.8K - $22.8K
1.2K $225K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
517
+ 11.95%
$43.9 - $52.34 $22.7K - $27.1K
4.84K $249K
ISRG
Intuitive Surgical Inc

Healthcare
66
+ 15.68%
$416.14 - $494.01 $27.5K - $32.6K
487 $239K
COF
Capital One Financial Corp

Financial Services
207
+ 11.78%
$131.42 - $153.05 $27.2K - $31.7K
1.96K $294K
UBER
Uber Technologies, Inc

Technology
374
+ 4.16%
$58.48 - $77.47 $21.9K - $29K
9.37K $704K
DUK
Duke Energy Corp

Utilities
124
+ 5.84%
$99.35 - $117.71 $12.3K - $14.6K
2.25K $259K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
143
+ 13.16%
$201.82 - $234.36 $28.9K - $33.5K
1.23K $283K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
495
+ 9.6%
$91.42 - $91.82 $45.3K - $45.5K
5.65K $518K
SYK
Stryker Corp

Healthcare
17
+ 0.96%
$315.94 - $371.96 $5.37K - $6.32K
1.79K $645K
GPN
Global Payments Inc

Industrials
303
+ 14.68%
$92.66 - $112.97 $28.1K - $34.2K
2.37K $242K
BAC
Bank Of America Corp

Financial Services
1.05K
+ 7.38%
$36.65 - $44.13 $38.5K - $46.3K
15.3K $606K
MO
Altria Group, Inc.

Consumer Defensive
108
+ 1.89%
$45.95 - $54.71 $4.96K - $5.91K
5.81K $296K
BALL
Ball Corp

Consumer Cyclical
215
+ 7.63%
$58.86 - $67.91 $12.7K - $14.6K
3.03K $205K
NFLX
Netflix Inc

Communication Services
3
+ 0.31%
$598.55 - $722.26 $1.8K - $2.17K
977 $692K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
341
+ 12.62%
$98.97 - $99.59 $33.7K - $34K
3.04K $303K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
39
+ 0.63%
$66.31 - $74.08 $2.59K - $2.89K
6.19K $454K
VNQ
Vanguard Specialized Funds Van

ETFs
28
+ 1.31%
$82.97 - $98.97 $2.32K - $2.77K
2.17K $211K
WDAY
Workday, Inc.

Technology
47
+ 5.23%
$207.75 - $264.68 $9.76K - $12.4K
946 $231K
VB
Vanguard Small Cap ETF

ETFs
29
+ 2.3%
$214.77 - $237.72 $6.23K - $6.89K
1.29K $306K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
65
+ 0.6%
$37.98 - $41.19 $2.47K - $2.68K
10.9K $449K
AMZN
Amazon Com Inc

Consumer Cyclical
561
+ 5.23%
$161.02 - $200.0 $90.3K - $112K
11.3K $2.1M
IR
Ingersoll Rand Inc.

Industrials
121
+ 5.98%
$86.9 - $100.4 $10.5K - $12.1K
2.15K $210K
FCX
Freeport Mcmoran Inc

Basic Materials
365
+ 7.52%
$39.52 - $51.92 $14.4K - $19K
5.22K $260K
AIG
American International Group, Inc.

Financial Services
338
+ 11.81%
$70.16 - $79.23 $23.7K - $26.8K
3.2K $234K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.23%
$801.83 - $917.05 $802 - $917
428 $379K
FDX
Fedex Corp

Industrials
254
+ 12.29%
$254.64 - $313.52 $64.7K - $79.6K
2.32K $635K
GM
General Motors CO

Consumer Cyclical
453
+ 9.84%
$39.95 - $49.9 $18.1K - $22.6K
5.06K $226K
AMD
Advanced Micro Devices Inc

Technology
58
+ 4.68%
$128.67 - $183.96 $7.46K - $10.7K
1.3K $212K
PFE
Pfizer Inc

Healthcare
29
+ 0.32%
$27.7 - $31.39 $803 - $910
8.99K $260K
HON
Honeywell International Inc

Industrials
108
+ 5.1%
$196.73 - $220.21 $21.2K - $23.8K
2.23K $459K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
125
+ 1.15%
$11.22 - $11.79 $1.4K - $1.47K
11K $129K
VGSH
Vanguard

ETFs
37
+ 1.0%
$57.74 - $59.13 $2.14K - $2.19K
3.76K $221K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
242
+ 2.71%
$44.66 - $49.15 $10.8K - $11.9K
9.17K $432K
COP
Conocophillips

Energy
239
+ 10.03%
$102.3 - $116.61 $24.4K - $27.9K
2.62K $276K
NXPI
Nxp Semiconductors N.V.

Technology
153
+ 11.92%
$225.14 - $290.78 $34.4K - $44.5K
1.44K $345K
Nuveen Churchill Direct Lend
126K
+ 184.11%
N/A
195K $0
UTES
Virtus Reaves Utilities ETF
420
+ 10.42%
N/A
4.45K $0
XLK
Technology Sector Spdr

ETFs
1
+ 0.09%
$197.34 - $237.68 $197 - $238
1.17K $263K
INTU
Intuit Inc

Technology
8
+ 1.97%
$602.97 - $670.49 $4.82K - $5.36K
415 $257K
NVO
Novo Nordisk A S

Healthcare
418
+ 15.18%
$119.07 - $145.42 $49.8K - $60.8K
3.17K $377K
WTM
White Mountains Insurance Group LTD

Financial Services
3
+ 1.52%
$1671.79 - $1844.24 $5.02K - $5.53K
201 $340K
BA
Boeing CO

Industrials
91
+ 6.77%
$152.04 - $190.6 $13.8K - $17.3K
1.44K $218K
GOOGL
Alphabet Inc.

Communication Services
486
+ 7.4%
$148.65 - $191.18 $72.2K - $92.9K
7.06K $1.17M
VLO
Valero Energy Corp

Energy
82
+ 4.68%
$132.81 - $163.48 $10.9K - $13.4K
1.83K $247K
AVGO
Broadcom Inc.

Technology
1.95K
+ 751.15%
$136.27 - $1745.86 $266K - $3.41M
2.21K $381K
ASML
Asml Holding Nv

Technology
7
+ 2.24%
$749.82 - $1098.95 $5.25K - $7.69K
320 $266K
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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