Opal Wealth Advisors, LLC Purchases in Q4 2024

Opal Wealth Advisors, LLC

  • $325 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
166
+ 17.03%
$270.87 - $367.87 $45K - $61.1K
1.14K $381K
CSCO
Cisco Systems, Inc.

Technology
783
+ 7.12%
$52.45 - $60.02 $41.1K - $47K
11.8K $697K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
264
+ 4.06%
$278.19 - $315.36 $73.4K - $83.3K
6.76K $1.95M
MCK
Mckesson Corp

Healthcare
40
+ 4.17%
$482.27 - $628.5 $19.3K - $25.1K
1K $569K
WMT
Walmart Inc.

Consumer Defensive
202
+ 2.64%
$79.1 - $95.7 $16K - $19.3K
7.86K $709K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.03%
$205.18 - $250.29 $205 - $250
3.14K $752K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.03%
$567.81 - $607.81 $1.14K - $1.22K
7K $4.1M
BAC
Bank Of America Corp

Financial Services
468
+ 3.06%
$39.22 - $47.77 $18.4K - $22.4K
15.8K $692K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
104
+ 4.23%
$172.07 - $207.36 $17.9K - $21.6K
2.56K $506K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3.82K
+ 10.71%
$24.61 - $25.12 $94K - $96K
39.5K $975K
GS
Goldman Sachs Group Inc

Financial Services
38
+ 5.86%
$486.1 - $608.57 $18.5K - $23.1K
686 $392K
QQQ
Invesco Qqq Trust, Series 1

ETFs
100
+ 11.88%
$481.22 - $538.17 $48.1K - $53.8K
942 $481K
C
Citigroup Inc

Financial Services
326
+ 5.28%
$61.31 - $72.5 $20K - $23.6K
6.5K $457K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
35.4K
+ 215.37%
$27.54 - $83.04 $975K - $2.94M
51.8K $1.44M
IBM
International Business Machines Corp

Technology
319
+ 12.06%
$204.9 - $238.04 $65.4K - $75.9K
2.96K $651K
AXP
American Express CO

Financial Services
33
+ 1.56%
$267.35 - $305.57 $8.82K - $10.1K
2.14K $635K
HON
Honeywell International Inc

Industrials
76
+ 3.42%
$202.84 - $236.0 $15.4K - $17.9K
2.3K $519K
GM
General Motors CO

Consumer Cyclical
320
+ 6.33%
$44.82 - $60.2 $14.3K - $19.3K
5.38K $286K
T
At&T Inc.

Communication Services
2.13K
+ 18.82%
$21.22 - $23.88 $45.1K - $50.8K
13.4K $305K
MKL
Markel Corp

Financial Services
10
+ 4.12%
$1542.01 - $1785.11 $15.4K - $17.9K
253 $436K
WTM
White Mountains Insurance Group LTD

Financial Services
3
+ 1.49%
$1755.01 - $2015.0 $5.27K - $6.05K
204 $396K
LUV
Southwest Airlines CO

Industrials
694
+ 8.39%
$28.99 - $34.84 $20.1K - $24.2K
8.97K $301K
PM
Philip Morris International Inc.

Consumer Defensive
467
+ 10.51%
$118.38 - $133.06 $55.3K - $62.1K
4.91K $590K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
107
+ 8.7%
$229.83 - $258.46 $24.6K - $27.7K
1.34K $330K
TJX
Tjx Companies Inc

Consumer Cyclical
284
+ 8.17%
$112.15 - $127.2 $31.9K - $36.1K
3.76K $454K
DGRO
Ishares Core Dividend Growth E

ETFs
1.03K
+ 7.0%
$60.73 - $64.94 $62.4K - $66.7K
15.7K $962K
JNJ
Johnson & Johnson

Healthcare
508
+ 27.09%
$143.34 - $165.86 $72.8K - $84.3K
2.38K $344K
FDX
Fedex Corp

Industrials
80
+ 3.45%
$260.5 - $305.15 $20.8K - $24.4K
2.4K $675K
WDAY
Workday, Inc.

Technology
101
+ 10.68%
$233.85 - $279.91 $23.6K - $28.3K
1.05K $270K
PANW
Palo Alto Networks Inc

Technology
721
+ 117.62%
$181.96 - $405.9 $131K - $293K
1.33K $242K
VO
Vanguard Mid Cap ETF

ETFs
109
+ 13.39%
$261.5 - $284.63 $28.5K - $31K
923 $243K
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 5.13%
$471.27 - $550.62 $11.8K - $13.8K
512 $267K
INTU
Intuit Inc

Technology
35
+ 8.43%
$602.01 - $706.25 $21.1K - $24.7K
450 $282K
GPN
Global Payments Inc

Industrials
9
+ 0.38%
$97.57 - $119.38 $878 - $1.07K
2.38K $266K
VB
Vanguard Small Cap ETF

ETFs
86
+ 6.66%
$233.76 - $261.58 $20.1K - $22.5K
1.38K $330K
ORCL
Oracle Corp

Technology
207
+ 4.68%
$165.41 - $192.43 $34.2K - $39.8K
4.63K $772K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
393
+ 1.76%
$50.62 - $50.97 $19.9K - $20K
22.7K $1.15M
ROST
Ross Stores, Inc.

Consumer Cyclical
62
+ 4.27%
$138.59 - $156.61 $8.59K - $9.71K
1.51K $228K
XLK
Technology Sector Spdr

ETFs
1
+ 0.09%
$220.26 - $241.44 $220 - $241
1.17K $272K
SYK
Stryker Corp

Healthcare
28
+ 1.57%
$345.14 - $392.15 $9.66K - $11K
1.82K $653K
ETN
Eaton Corp PLC

Industrials
23
+ 3.25%
$326.96 - $377.52 $7.52K - $8.68K
730 $242K
PFE
Pfizer Inc

Healthcare
1.07K
+ 11.93%
$24.8 - $30.19 $26.6K - $32.4K
10.1K $266K
PPL
Ppl Corp

Utilities
305
+ 4.7%
$31.47 - $35.0 $9.6K - $10.7K
6.8K $220K
VBR
Vanguard Small Cap Value ETF

ETFs
1.62K
+ 1.33%
$197.36 - $217.3 $320K - $352K
123K $24.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.48K
+ 4.42%
$45.07 - $47.1 $112K - $117K
58.6K $2.65M
IR
Ingersoll Rand Inc.

Industrials
190
+ 8.86%
$90.46 - $105.35 $17.2K - $20K
2.34K $211K
Nuveen Churchill Direct Lend
206K
+ 105.63%
N/A
400K $0
Morgan Stanley Direct Lendin
15.1K
New
N/A
15.1K $0
URI
United Rentals, Inc.

Industrials
51
+ 14.49%
$704.44 - $880.32 $35.9K - $44.9K
403 $283K
Activity Summary
Buys All Purchases 117 New Holdings 20 Increased Positions 97 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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