Opal Wealth Advisors, LLC Purchases in Q1 2025

Opal Wealth Advisors, LLC

  • $314 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
530
New
$283.24 - $338.07 $150K - $179K
530 $156K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
244
New
$634.14 - $744.83 $155K - $182K
244 $154K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.35K
New
$65.15 - $91.81 $153K - $216K
2.35K $153K
GILD
Gilead Sciences, Inc.

Healthcare
1.36K
New
$89.14 - $117.41 $122K - $160K
1.36K $152K
RACE
Ferrari N.V.

Consumer Cyclical
356
New
$413.73 - $508.15 $147K - $181K
356 $152K
SPOT
Spotify Technology S.A.

Communication Services
276
New
$457.79 - $648.32 $126K - $179K
276 $151K
BSX
Boston Scientific Corp

Healthcare
1.49K
New
$89.38 - $106.18 $133K - $158K
1.49K $150K
XLB
Select Sector Spdr Fd Material

ETFs
1.75K
New
$83.19 - $90.99 $146K - $159K
1.75K $148K
TRMB
Trimble Inc.

Technology
2.27K
New
$65.52 - $77.49 $148K - $176K
2.27K $148K
PG
Procter & Gamble CO

Consumer Defensive
872
New
$158.56 - $176.26 $138K - $154K
872 $148K
CNC
Centene Corp

Healthcare
2.43K
New
$55.93 - $65.89 $136K - $160K
2.43K $147K
INTC
Intel Corp

Technology
4.97K
+ 39.82%
$19.1 - $27.39 $94.9K - $136K
17.4K $396K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
5.44K
+ 9.24%
$25.44 - $25.58 $138K - $139K
64.4K $1.64M
STX
Seagate Technology Holdings PLC

Technology
1.71K
New
$84.92 - $108.42 $145K - $185K
1.71K $145K
AEP
American Electric Power CO Inc

Utilities
1.32K
New
$90.32 - $109.27 $120K - $145K
1.32K $144K
OXY
Occidental Petroleum Corp

Energy
2.9K
New
$45.45 - $52.7 $132K - $153K
2.9K $142K
MNST
Monster Beverage Corp

Consumer Defensive
2.43K
New
$46.16 - $58.58 $112K - $142K
2.43K $142K
ISCG
Ishares Morningstar Small Cap

ETFs
3.15K
New
$44.44 - $52.05 $140K - $164K
3.15K $141K
BMY
Bristol Myers Squibb CO

Healthcare
2.31K
New
$53.9 - $63.11 $124K - $146K
2.31K $140K
AME
Ametek Inc

Industrials
819
New
$170.39 - $190.43 $140K - $156K
819 $140K
EMN
Eastman Chemical CO

Basic Materials
1.58K
New
$87.05 - $103.47 $138K - $164K
1.58K $139K
DHR
Danaher Corp

Healthcare
674
New
$201.62 - $250.59 $136K - $169K
674 $138K
CI
Cigna Corp

Healthcare
420
New
$274.49 - $329.0 $115K - $138K
420 $138K
CHTR
Charter Communications, Inc.

Communication Services
374
New
$334.89 - $384.77 $125K - $144K
374 $137K
SLB
Schlumberger Limited

Energy
3.27K
New
$38.4 - $43.74 $126K - $143K
3.27K $136K
TXN
Texas Instruments Inc

Technology
704
New
N/A
704 $136K
BR
Broadridge Financial Solutions, Inc.

Technology
528
New
$221.46 - $244.83 $117K - $129K
528 $128K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
3.91K
New
$32.02 - $41.58 $125K - $163K
3.91K $128K
TRU
Trans Union

Industrials
1.54K
New
$80.45 - $100.25 $123K - $154K
1.54K $127K
VOE
Vanguard Mid Cap Value Index F

ETFs
799
New
$156.61 - $168.02 $125K - $134K
799 $127K
CARR
Carrier Global Corp

Industrials
2.01K
New
$62.07 - $70.55 $125K - $142K
2.01K $127K
SNPS
Synopsys Inc

Technology
293
New
$428.58 - $551.54 $126K - $162K
293 $125K
GLD
Spdr Gold Trust

ETFs
433
New
$243.19 - $288.14 $105K - $125K
433 $124K
NOW
Service Now, Inc.

Technology
156
New
$783.83 - $1170.39 $122K - $183K
156 $124K
VBK
Vanguard Small Cap Growth ETF

ETFs
489
New
$247.97 - $296.33 $121K - $145K
489 $123K
ENB
Enbridge Inc

Energy
2.77K
New
$41.54 - $45.45 $115K - $126K
2.77K $122K
EWJ
Ishares Msci Japan ETF

ETFs
1.77K
New
$65.24 - $71.7 $116K - $127K
1.77K $122K
PEP
Pepsico Inc

Consumer Defensive
809
New
$142.64 - $156.42 $115K - $127K
809 $121K
SHEL
Shell PLC

Energy
1.64K
New
$62.84 - $73.29 $103K - $120K
1.64K $120K
GE
General Electric CO

Industrials
385
+ 30.56%
$168.59 - $212.13 $64.9K - $81.7K
1.65K $329K
PLD
Prologis, Inc.

Real Estate
1.07K
New
$103.59 - $124.04 $110K - $132K
1.07K $119K
VZ
Verizon Communications Inc

Communication Services
1.47K
+ 15.19%
$37.81 - $46.49 $55.7K - $68.4K
11.2K $506K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
7.43K
New
$15.05 - $16.47 $112K - $122K
7.43K $119K
IEMG
Ishares Inc

ETFs
2.18K
New
N/A
2.18K $117K
BALL
Ball Corp

Consumer Cyclical
2.25K
New
$49.04 - $56.53 $111K - $127K
2.25K $117K
AZN
Astrazeneca PLC

Healthcare
1.19K
+ 32.17%
$65.37 - $77.96 $77.5K - $92.4K
4.87K $357K
ITB
Ishares Tr

ETFs
1.22K
New
$93.86 - $111.45 $115K - $136K
1.22K $116K
ICLR
Icon PLC

Healthcare
666
New
$174.99 - $222.58 $117K - $148K
666 $116K
CVS
Cvs Health Corp

Healthcare
1.7K
New
$44.22 - $68.64 $75.1K - $117K
1.7K $115K
Activity Summary
Buys All Purchases 440 New Holdings 344 Increased Positions 96 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 1 Puts 0
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