Opal Wealth Advisors, LLC Purchases in Q3 2025

Opal Wealth Advisors, LLC

  • $347 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
149
+ 1.94%
$69.77 - $77.54 $10.4K - $11.6K
7.82K $590K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50
+ 10.29%
$567.77 - $614.76 $28.4K - $30.7K
536 $328K
LHX
L3 Harris Technologies, Inc.

Industrials
25
+ 3.21%
$252.18 - $305.41 $6.3K - $7.64K
805 $245K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
20
+ 1.74%
$284.45 - $324.95 $5.69K - $6.5K
1.17K $375K
RSP
Invesco S&P 500 Equal Weight E

ETFs
89
+ 2.84%
$181.56 - $190.33 $16.2K - $16.9K
3.22K $610K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.42K
+ 3.54%
$25.0 - $25.33 $35.4K - $35.8K
41.4K $1.05M
PPL
Ppl Corp

Utilities
211
+ 2.16%
$33.54 - $37.24 $7.08K - $7.86K
10K $371K
PLD
Prologis, Inc.

Real Estate
109
+ 3.74%
$104.08 - $115.35 $11.3K - $12.6K
3.02K $345K
META
Meta Platforms, Inc.

Communication Services
64
+ 2.56%
$695.21 - $791.73 $44.5K - $50.7K
2.56K $1.88M
LMT
Lockheed Martin Corp

Industrials
43
+ 11.0%
$410.74 - $499.21 $17.7K - $21.5K
434 $216K
XLK
Technology Sector Spdr

ETFs
1
+ 0.09%
$250.97 - $282.66 $251 - $283
1.17K $330K
SCHW
Schwab Charles Corp

Financial Services
147
+ 3.4%
$91.03 - $98.69 $13.4K - $14.5K
4.47K $427K
CME
Cme Group Inc.

Financial Services
134
+ 14.55%
$258.83 - $287.1 $34.7K - $38.5K
1.06K $285K
T
At&T Inc.

Communication Services
1.75K
+ 6.36%
$26.94 - $29.62 $47.2K - $51.9K
29.3K $827K
PGR
Progressive Corp

Financial Services
249
+ 15.48%
$238.61 - $264.3 $59.4K - $65.8K
1.86K $458K
UBER
Uber Technologies, Inc

Technology
74
+ 1.69%
$86.91 - $99.57 $6.43K - $7.37K
4.44K $435K
ALL
Allstate Corp

Financial Services
12
+ 0.67%
$192.0 - $214.65 $2.3K - $2.58K
1.82K $389K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
252
+ 0.87%
$47.76 - $48.46 $12K - $12.2K
29.2K $1.41M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
16
+ 0.12%
$38.1 - $40.7 $610 - $651
13.9K $550K
HTAB
Hartford Fds Exchange Traded

ETFs
856
+ 5.11%
$18.37 - $19.19 $15.7K - $16.4K
17.6K $336K
FDX
Fedex Corp

Industrials
6
+ 0.25%
$217.1 - $243.2 $1.3K - $1.46K
2.37K $558K
ETN
Eaton Corp PLC

Industrials
14
+ 1.67%
$342.99 - $392.76 $4.8K - $5.5K
853 $319K
NVO
Novo Nordisk A S

Healthcare
1.09K
+ 35.01%
$45.38 - $71.7 $49.5K - $78.2K
4.21K $233K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
38
+ 0.65%
$33.78 - $36.74 $1.28K - $1.4K
5.87K $213K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9
+ 0.51%
$132.9 - $142.03 $1.2K - $1.28K
1.76K $248K
VO
Vanguard Mid Cap ETF

ETFs
9
+ 1.33%
$279.83 - $293.74 $2.52K - $2.64K
685 $201K
RIGS
Riverfront Strategic Income Fd

ETFs
432
+ 5.06%
$22.47 - $23.92 $9.71K - $10.3K
8.97K $208K
AMGN
Amgen Inc

Healthcare
17
+ 1.23%
$271.18 - $309.22 $4.61K - $5.26K
1.4K $395K
MKL
Markel Corp

Financial Services
9
+ 8.11%
$1898.34 - $2031.8 $17.1K - $18.3K
120 $229K
IR
Ingersoll Rand Inc.

Industrials
68
+ 2.66%
$74.98 - $89.02 $5.1K - $6.05K
2.62K $216K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
140
+ 1.15%
$10.83 - $11.54 $1.52K - $1.62K
12.3K $140K
Brookfield Corp
258
+ 8.03%
N/A
3.47K $0
CGMS
Capital Grp Core Plus Income E
71
+ 0.97%
N/A
7.41K $0
Blackrock Inc
18
+ 4.85%
N/A
389 $0
SBUX
Starbucks Corp

Consumer Cyclical
257
+ 8.5%
$81.9 - $96.86 $21K - $24.9K
3.28K $277K
Linde PLC
37
+ 6.09%
N/A
645 $0
Rivernorth Opportunities Fd
41.8K
New
N/A
41.8K $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
Nuveen Churchill Direct Lend
26.9K
+ 5.39%
N/A
526K $0
Hut 8 Corp
10K
New
N/A
10K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
8.37K
+ 195.65%
N/A
12.7K $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
221
+ 2.68%
$46.51 - $50.07 $10.3K - $11.1K
8.47K $397K
CAH
Cardinal Health Inc

Healthcare
9
+ 0.64%
$146.04 - $167.63 $1.31K - $1.51K
1.43K $223K
CTVA
Corteva, Inc.

Basic Materials
86
+ 2.48%
$67.08 - $77.12 $5.77K - $6.63K
3.56K $240K
KO
Coca Cola CO

Consumer Defensive
418
+ 3.72%
$65.67 - $71.67 $27.5K - $30K
11.7K $772K
INTU
Intuit Inc

Technology
40
+ 7.95%
$646.03 - $807.39 $25.8K - $32.3K
543 $370K
AIG
American International Group, Inc.

Financial Services
261
+ 3.28%
$76.34 - $85.87 $19.9K - $22.4K
8.22K $645K
HON
Honeywell International Inc

Industrials
66
+ 2.89%
$207.7 - $240.4 $13.7K - $15.9K
2.35K $494K
Activity Summary
Buys All Purchases 104 New Holdings 7 Increased Positions 97 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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