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
VB
Vanguard Small Cap ETF

ETFs
31
+ 2.53%
$193.73 - $237.37 $6.01K - $7.36K
1.25K $297K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
85
New
$177.93 - $313.14 $15.1K - $26.6K
85 $26K
EVR
Evercore Inc.

Financial Services
99
New
$163.77 - $271.5 $16.2K - $26.9K
99 $26K
CCI
Crown Castle International Corp

Real Estate
252
+ 99.21%
$94.83 - $107.06 $23.9K - $27K
506 $51K
TMDX
Trans Medics Group, Inc.

Healthcare
191
New
$67.67 - $143.04 $12.9K - $27.3K
191 $25K
NOC
Northrop Grumman Corp

Industrials
65
+ 10.22%
$456.3 - $540.39 $29.7K - $35.1K
701 $350K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
98
+ 40.16%
$483.07 - $625.6 $47.3K - $61.3K
342 $179K
IESC
Ies Holdings, Inc.

Industrials
84
New
$160.58 - $296.23 $13.5K - $24.9K
84 $24K
VNQ
Vanguard Specialized Funds Van

ETFs
277
+ 14.82%
$79.79 - $91.42 $22.1K - $25.3K
2.15K $191K
TM
Toyota Motor Corp

Consumer Cyclical
142
New
$158.63 - $195.39 $22.5K - $27.7K
142 $24K
CNQ
Canadian Natural Resources LTD

Energy
726
+ 40.07%
$25.14 - $34.01 $18.3K - $24.7K
2.54K $79K
PATK
Patrick Industries Inc

Consumer Cyclical
263
New
$74.33 - $93.03 $19.5K - $24.5K
263 $24K
BLOK
Amplify ETF Tr Trnsformational

ETFs
422
New
$32.56 - $57.11 $13.7K - $24.1K
422 $24K
APH
Amphenol Corp

Technology
252
New
$59.09 - $98.75 $14.9K - $24.9K
252 $24K
FN
Fabrinet

Technology
83
New
$171.03 - $298.93 $14.2K - $24.8K
83 $24K
CMCSA
Comcast Corp

Communication Services
879
+ 14.08%
$32.84 - $36.72 $28.9K - $32.3K
7.12K $254K
DVN
Devon Energy Corp

Energy
772
New
$26.8 - $37.92 $20.7K - $29.3K
772 $24K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
479
+ 0.77%
$10.6 - $12.44 $5.08K - $5.96K
63.1K $781K
NU
Nu Holdings Ltd.

Financial Services
171
+ 2.97%
$9.6 - $13.72 $1.64K - $2.35K
5.92K $81K
VOE
Vanguard Mid Cap Value Index F

ETFs
111
+ 13.89%
$141.87 - $164.49 $15.7K - $18.3K
910 $149K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
10
+ 1.07%
$40.51 - $71.03 $405 - $710
943 $66K
CRDO
Credo Technology Group Holding LTD

Technology
238
New
$33.3 - $95.05 $7.93K - $22.6K
238 $22K
HOOD
Robinhood Markets, Inc.

Technology
239
New
$34.17 - $93.63 $8.17K - $22.4K
239 $22K
EQT
Eqt Corp

Energy
391
New
$46.11 - $60.44 $18K - $23.6K
391 $22K
MNDY
Monday.Com Ltd.

Technology
7
+ 2.66%
$217.77 - $314.48 $1.52K - $2.2K
270 $84K
QCOM
Qualcomm Inc

Technology
8
+ 0.24%
$124.66 - $159.48 $997 - $1.28K
3.4K $541K
TROW
Price T Rowe Group Inc

Financial Services
227
New
$80.27 - $98.06 $18.2K - $22.3K
227 $21K
SIMO
Silicon Motion Technology Corp

Technology
292
New
$38.95 - $75.77 $11.4K - $22.1K
292 $21K
IR
Ingersoll Rand Inc.

Industrials
159
+ 6.64%
$66.75 - $84.94 $10.6K - $13.5K
2.55K $212K
FDS
Factset Research Systems Inc

Financial Services
47
New
$398.85 - $473.32 $18.7K - $22.2K
47 $21K
IBP
Installed Building Products, Inc.

Consumer Cyclical
119
New
$153.99 - $182.0 $18.3K - $21.7K
119 $21K
ADI
Analog Devices Inc

Technology
90
New
$164.6 - $238.02 $14.8K - $21.4K
90 $21K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
27
+ 0.36%
$86.79 - $101.21 $2.34K - $2.73K
7.49K $738K
RIO
Rio Tinto PLC

Basic Materials
353
New
$52.32 - $62.75 $18.5K - $22.2K
353 $20K
DDOG
Datadog, Inc.

Technology
46
+ 12.4%
$87.0 - $134.33 $4K - $6.18K
417 $56K
HMN
Horace Mann Educators Corp

Financial Services
482
New
$38.84 - $43.99 $18.7K - $21.2K
482 $20K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
518
New
$30.87 - $39.17 $16K - $20.3K
518 $20K
PTC
Ptc Inc.

Technology
120
New
$136.74 - $173.24 $16.4K - $20.8K
120 $20K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
418
+ 17.4%
$42.51 - $43.7 $17.8K - $18.3K
2.82K $123K
MSTR
Microstrategy Inc

Technology
2
+ 1.29%
$237.95 - $421.61 $476 - $843
157 $63K
ACN
Accenture PLC

Technology
91
+ 12.48%
$279.23 - $323.21 $25.4K - $29.4K
820 $245K
UL
Unilever PLC

Consumer Defensive
239
+ 22.63%
$57.9 - $65.43 $13.8K - $15.6K
1.3K $79K
KKR
Kkr & Co. Inc.

Financial Services
23
+ 3.24%
$92.79 - $134.29 $2.13K - $3.09K
732 $97K
EMLP
First Tr Exchange Traded Iv

ETFs
433
+ 29.44%
$33.62 - $37.89 $14.6K - $16.4K
1.9K $71K
MOD
Modine Manufacturing CO

Consumer Cyclical
88
+ 31.65%
$69.3 - $105.57 $6.1K - $9.29K
366 $36K
BND
Vanguard Bd Index Fd Inc Total

ETFs
203
+ 69.76%
$72.02 - $73.82 $14.6K - $15K
494 $36K
FSS
Federal Signal Corp

Industrials
6
+ 1.52%
$69.23 - $106.42 $415 - $639
400 $42K
ITA
Ishares Tr

ETFs
46
+ 32.39%
$135.31 - $188.64 $6.22K - $8.68K
188 $35K
MU
Micron Technology Inc

Technology
8
+ 2.11%
$64.72 - $127.91 $518 - $1.02K
388 $47K
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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