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
OTIS
Otis Worldwide Corp

Industrials
734
New
$90.77 - $104.01 $66.6K - $76.3K
734 $75K
BKNG
Booking Holdings Inc.

Consumer Cyclical
16
New
$4295.4 - $5141.88 $68.7K - $82.3K
16 $73K
TMO
Thermo Fisher Scientific Inc.

Healthcare
200
+ 16.86%
$497.6 - $606.74 $99.5K - $121K
1.39K $689K
QUAL
Ishares Msci Usa Quality Facto

ETFs
430
New
$168.16 - $186.21 $72.3K - $80.1K
430 $73K
TRGP
Targa Resources Corp.

Energy
365
New
$178.44 - $217.22 $65.1K - $79.3K
365 $73K
SNN
Smith & Nephew PLC

Healthcare
2.57K
New
$23.89 - $30.34 $61.5K - $78.1K
2.57K $72K
DCI
Donaldson CO Inc

Industrials
1.09K
New
$66.51 - $72.28 $72.4K - $78.6K
1.09K $72K
WCN
Waste Connections, Inc.

Industrials
373
New
$169.89 - $195.19 $63.4K - $72.8K
373 $72K
CELH
Celsius Holdings, Inc.

Consumer Defensive
2.02K
New
$21.28 - $35.62 $43K - $72K
2.02K $71K
AMAT
Applied Materials Inc

Technology
482
New
$145.06 - $195.51 $69.9K - $94.2K
482 $69K
TTE
Total Energies Se

Energy
998
New
N/A
998 $68K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.07K
New
$59.6 - $67.2 $63.7K - $71.8K
1.07K $68K
UNP
Union Pacific Corp

Industrials
200
+ 7.86%
$225.21 - $254.42 $45K - $50.9K
2.75K $648K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.34K
New
$50.39 - $50.66 $67.7K - $68.1K
1.34K $68K
XLI
Industrial Sector Spdr

ETFs
1.22K
+ 2.14%
$128.78 - $141.67 $157K - $173K
58.1K $7.57M
GD
General Dynamics Corp

Industrials
244
New
$241.94 - $272.58 $59K - $66.5K
244 $66K
EMR
Emerson Electric CO

Industrials
601
New
$108.64 - $131.17 $65.3K - $78.8K
601 $65K
MUB
Ishares National Muni Bond ETF

ETFs
620
New
$104.71 - $107.69 $64.9K - $66.8K
620 $65K
MET
Metlife Inc

Financial Services
800
New
$77.7 - $87.0 $62.2K - $69.6K
800 $64K
UBS
Ubs Group Ag

Financial Services
2.11K
New
$30.28 - $35.78 $63.9K - $75.5K
2.11K $64K
ARKW
Ark Next Generation Internet E

ETFs
684
New
$91.59 - $125.64 $62.6K - $85.9K
684 $64K
SOUN
Soundhound Ai, Inc.

Technology
8K
New
$8.12 - $20.62 $65K - $165K
8K $64K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
508
New
$125.01 - $201.52 $63.5K - $102K
508 $63K
MNDY
Monday.Com Ltd.

Technology
263
New
$213.0 - $327.92 $56K - $86.2K
263 $63K
KLAC
Kla Corp

Technology
92
New
$636.62 - $777.63 $58.6K - $71.5K
92 $62K
UL
Unilever PLC

Consumer Defensive
1.06K
New
$54.72 - $60.29 $57.8K - $63.7K
1.06K $62K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
41
+ 1.78%
$88.0 - $115.5 $3.61K - $4.74K
2.35K $267K
VIG
Vanguard Dividend Appreciation

ETFs
335
New
N/A
335 $61K
MRVL
Marvell Technology, Inc.

Technology
989
New
$61.57 - $126.06 $60.9K - $125K
989 $60K
MFC
Manulife Financial Corp

Financial Services
1.9K
New
$28.41 - $31.82 $54K - $60.5K
1.9K $59K
ARES
Ares Management Corp

Financial Services
406
New
$140.19 - $198.28 $56.9K - $80.5K
406 $59K
VOD
Vodafone Group Public LTD CO

Communication Services
6.39K
New
$8.05 - $9.86 $51.5K - $63K
6.39K $59K
ADP
Automatic Data Processing Inc

Industrials
194
New
$286.85 - $318.64 $55.6K - $61.8K
194 $59K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
207
New
$283.06 - $421.16 $58.6K - $87.2K
207 $58K
WELL
Welltower Inc.

Real Estate
385
New
$124.05 - $156.86 $47.8K - $60.4K
385 $58K
NU
Nu Holdings Ltd.

Financial Services
5.75K
New
$10.12 - $13.95 $58.2K - $80.2K
5.75K $58K
QQQ
Invesco Qqq Trust, Series 1

ETFs
207
+ 21.97%
$468.34 - $539.52 $96.9K - $112K
1.15K $538K
COP
Conocophillips

Energy
411
+ 17.54%
$88.6 - $105.85 $36.4K - $43.5K
2.75K $289K
MBB
Ishares Tr

ETFs
603
New
$90.37 - $94.08 $54.5K - $56.7K
603 $56K
EW
Edwards Lifesciences Corp

Healthcare
779
New
$67.95 - $76.19 $52.9K - $59.4K
779 $56K
TRV
Travelers Companies, Inc.

Financial Services
214
New
$232.43 - $265.13 $49.7K - $56.7K
214 $56K
EMLP
First Tr Exchange Traded Iv

ETFs
1.47K
New
$35.79 - $38.28 $52.6K - $56.3K
1.47K $55K
CNQ
Canadian Natural Resources LTD

Energy
1.81K
New
$26.72 - $32.74 $48.4K - $59.3K
1.81K $55K
SNY
Sanofi

Healthcare
331
+ 6.5%
$48.15 - $59.42 $15.9K - $19.7K
5.43K $300K
TMUS
T Mobile Us, Inc.

Communication Services
25
+ 2.44%
$211.3 - $272.83 $5.28K - $6.82K
1.05K $280K
MPWR
Monolithic Power Systems Inc

Technology
93
New
$565.7 - $720.25 $52.6K - $67K
93 $53K
WST
West Pharmaceutical Services Inc

Healthcare
237
New
$199.11 - $347.87 $47.2K - $82.4K
237 $53K
CRWD
Crowd Strike Holdings, Inc.

Technology
150
New
$308.86 - $455.36 $46.3K - $68.3K
150 $52K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
27
+ 0.19%
$33.63 - $37.64 $908 - $1.02K
14.5K $538K
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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