Opal Wealth Advisors, LLC Purchases in Q2 2025

Opal Wealth Advisors, LLC

  • $348 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
10
+ 1.05%
$652.83 - $732.78 $6.53K - $7.33K
963 $705K
IGV
Ishares Expanded Tech Software

ETFs
584
New
$80.15 - $109.5 $46.8K - $63.9K
584 $63K
VONE
Vanguard Russell 1000 ETF

ETFs
215
New
$225.48 - $280.86 $48.5K - $60.4K
215 $60K
UBS
Ubs Group Ag

Financial Services
1.54K
+ 73.13%
$26.12 - $33.82 $40.3K - $52.2K
3.65K $123K
URI
United Rentals, Inc.

Industrials
4
+ 0.92%
$551.94 - $753.4 $2.21K - $3.01K
438 $329K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
13
+ 0.96%
$201.28 - $266.34 $2.62K - $3.46K
1.37K $365K
NOW
Service Now, Inc.

Technology
20
+ 12.82%
$721.65 - $1040.18 $14.4K - $20.8K
176 $180K
FNV
Franco Nevada Corp

Basic Materials
347
New
$143.04 - $178.17 $49.6K - $61.8K
347 $56K
VIS
Vanguard Industrial ETF

ETFs
199
New
$220.04 - $280.07 $43.8K - $55.7K
199 $55K
NYF
Ishares New York Muni Bond ETF

ETFs
1.19K
+ 8.62%
$51.29 - $53.06 $61.2K - $63.3K
15K $783K
BCS
Barclays PLC

Financial Services
2.88K
New
$12.69 - $18.61 $36.5K - $53.5K
2.88K $53K
MA
Mastercard Inc

Financial Services
85
+ 28.43%
$479.92 - $590.74 $40.8K - $50.2K
384 $215K
IWF
Ishares Russell 1000 Gr ETF

ETFs
98
+ 63.23%
$320.42 - $424.58 $31.4K - $41.6K
253 $106K
ABT
Abbott Laboratories

Healthcare
296
+ 10.4%
$123.95 - $138.08 $36.7K - $40.9K
3.14K $427K
VST
Vistra Corp.

Utilities
81
+ 20.51%
$98.07 - $195.04 $7.94K - $15.8K
476 $92K
EUFN
Ishares Msci Europe Financials

ETFs
1.42K
New
$24.77 - $32.27 $35.3K - $46K
1.42K $45K
ADBE
Adobe Inc.

Technology
112
+ 27.18%
$340.0 - $420.68 $38.1K - $47.1K
524 $202K
CHD
Church & Dwight CO Inc

Consumer Defensive
465
New
$91.57 - $110.76 $42.6K - $51.5K
465 $44K
HD
Home Depot, Inc.

Consumer Cyclical
117
+ 5.3%
$335.24 - $380.78 $39.2K - $44.6K
2.32K $852K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
1.67K
+ 116.6%
$25.69 - $26.9 $42.8K - $44.8K
3.09K $82K
CSX
Csx Corp

Industrials
1.34K
New
$26.69 - $32.91 $35.8K - $44.1K
1.34K $43K
IWD
Ishares Russell 1000 Val ETF

ETFs
223
New
$166.82 - $194.23 $37.2K - $43.3K
223 $43K
SNPS
Synopsys Inc

Technology
34
+ 11.6%
$380.9 - $517.66 $13K - $17.6K
327 $167K
CRM
Salesforce, Inc.

Technology
135
+ 11.57%
$236.26 - $291.15 $31.9K - $39.3K
1.3K $355K
SHOP
Shopify Inc.

Technology
186
+ 18.42%
$76.89 - $115.35 $14.3K - $21.5K
1.2K $137K
SE
Sea LTD

Consumer Cyclical
10
+ 0.77%
$105.57 - $170.4 $1.06K - $1.7K
1.31K $208K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
687
+ 3.12%
$16.57 - $20.48 $11.4K - $14.1K
22.7K $464K
ABNB
Airbnb, Inc.

Consumer Cyclical
135
+ 8.26%
$105.69 - $140.64 $14.3K - $19K
1.77K $234K
LHX
L3 Harris Technologies, Inc.

Industrials
19
+ 2.5%
$200.21 - $256.99 $3.8K - $4.88K
780 $195K
MS
Morgan Stanley

Financial Services
217
+ 107.43%
$99.83 - $140.86 $21.7K - $30.6K
419 $59K
TSCO
Tractor Supply CO

Consumer Cyclical
666
New
$47.86 - $55.77 $31.9K - $37.1K
666 $35K
PYPL
Pay Pal Holdings, Inc.

Financial Services
177
+ 7.52%
$57.41 - $74.81 $10.2K - $13.2K
2.53K $188K
LYG
Lloyds Banking Group PLC

Financial Services
8.28K
New
$3.32 - $4.29 $27.5K - $35.5K
8.28K $35K
NKE
Nike, Inc.

Consumer Cyclical
494
New
$53.27 - $72.04 $26.3K - $35.6K
494 $35K
PG
Procter & Gamble CO

Consumer Defensive
274
+ 31.42%
$157.66 - $172.39 $43.2K - $47.2K
1.15K $182K
TTE
Total Energies Se

Energy
497
+ 49.8%
N/A
1.5K $102K
CEG
Constellation Energy Corp

Utilities
41
+ 25.15%
$170.96 - $322.76 $7.01K - $13.2K
204 $65K
LMB
Limbach Holdings, Inc.

Industrials
229
New
$69.3 - $142.14 $15.9K - $32.6K
229 $32K
PICK
Ishares Inc Msci Global Select

ETFs
841
New
$30.23 - $38.24 $25.4K - $32.2K
841 $31K
HSBC
Hsbc Holdings PLC

Financial Services
511
New
$46.68 - $61.09 $23.9K - $31.2K
511 $31K
PII
Polaris Inc.

Consumer Cyclical
782
+ 91.36%
$31.97 - $42.61 $25K - $33.3K
1.64K $66K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.23K
New
$10.79 - $14.14 $24K - $31.5K
2.23K $30K
CYBR
Cyber Ark Software Ltd.

Technology
73
New
$305.98 - $406.88 $22.3K - $29.7K
73 $29K
IDXX
Idexx Laboratories Inc

Healthcare
55
New
$361.04 - $536.34 $19.9K - $29.5K
55 $29K
DE
Deere & CO

Industrials
42
+ 25.45%
$412.99 - $531.48 $17.3K - $22.3K
207 $105K
LPG
Dorian Lpg Ltd.

Energy
1.19K
New
$17.34 - $25.75 $20.5K - $30.5K
1.19K $28K
IWM
Ishares Russell 2000 ETF

ETFs
131
New
$174.82 - $215.79 $22.9K - $28.3K
131 $28K
AMAT
Applied Materials Inc

Technology
47
+ 9.75%
$126.95 - $183.52 $5.97K - $8.63K
529 $96K
EMR
Emerson Electric CO

Industrials
85
+ 14.14%
$94.15 - $133.33 $8K - $11.3K
686 $91K
Activity Summary
Buys All Purchases 313 New Holdings 66 Increased Positions 247 Sells All Sells 205 Reductions 205 Sold out 0 Options Calls 0 Puts 0
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