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
EXC
Exelon Corp

Utilities
1.09K
New
$37.3 - $46.08 $40.6K - $50.1K
1.09K $50K
PH
Parker Hannifin Corp

Industrials
83
New
$591.65 - $707.05 $49.1K - $58.7K
83 $50K
SO
Southern CO

Utilities
542
New
$80.96 - $92.96 $43.9K - $50.4K
542 $49K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
989
New
$47.79 - $59.89 $47.3K - $59.2K
989 $49K
VO
Vanguard Mid Cap ETF

ETFs
211
+ 22.86%
$251.87 - $277.95 $53.1K - $58.6K
1.13K $291K
CINF
Cincinnati Financial Corp

Financial Services
321
New
$133.67 - $147.81 $42.9K - $47.4K
321 $47K
NVS
Novartis Ag

Healthcare
112
+ 4.66%
$97.14 - $115.57 $10.9K - $12.9K
2.52K $280K
UPS
United Parcel Service Inc

Industrials
432
New
$109.66 - $136.26 $47.4K - $58.9K
432 $47K
PLMR
Palomar Holdings, Inc.

Financial Services
336
New
$101.51 - $137.08 $34.1K - $46.1K
336 $46K
VST
Vistra Corp.

Utilities
395
New
$108.49 - $191.89 $42.9K - $75.8K
395 $46K
DT
Dynatrace, Inc.

Technology
958
New
$47.15 - $62.42 $45.2K - $59.8K
958 $45K
DHS
Wisdomtree Tr U.S

ETFs
456
New
$91.55 - $99.74 $41.7K - $45.5K
456 $44K
MSTR
Microstrategy Inc

Technology
155
New
$239.27 - $396.5 $37.1K - $61.5K
155 $44K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
933
New
$47.25 - $67.02 $44.1K - $62.5K
933 $44K
USB
Us Bancorp \De\

Financial Services
1.05K
New
$40.92 - $50.9 $43K - $53.4K
1.05K $44K
MDLZ
Mondelez International, Inc.

Consumer Defensive
642
New
$56.12 - $68.15 $36K - $43.8K
642 $43K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
699
New
$58.01 - $64.46 $40.5K - $45.1K
699 $43K
ECL
Ecolab Inc.

Basic Materials
171
New
$229.72 - $269.82 $39.3K - $46.1K
171 $43K
AMH
American Homes 4 Rent

Real Estate
1.11K
New
$34.43 - $37.81 $38.3K - $42K
1.11K $42K
VTWO
Vanguard Russell 2000 ETF

ETFs
524
New
$80.08 - $92.93 $42K - $48.7K
524 $42K
IFRA
Ishares Tr

ETFs
945
New
$44.8 - $49.25 $42.3K - $46.5K
945 $42K
WFC
Wells Fargo & Company

Financial Services
598
New
$66.78 - $81.42 $39.9K - $48.7K
598 $42K
ON
On Semiconductor Corp

Technology
1.01K
New
$40.69 - $64.51 $41K - $65K
1.01K $41K
AIT
Applied Industrial Technologies Inc

Industrials
180
New
$218.93 - $269.18 $39.4K - $48.5K
180 $40K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
2K
New
$19.35 - $20.45 $38.7K - $40.9K
2K $39K
MLI
Mueller Industries Inc

Industrials
519
New
$76.14 - $82.67 $39.5K - $42.9K
519 $39K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
787
New
$48.06 - $53.73 $37.8K - $42.3K
787 $38K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
443
New
$73.82 - $89.02 $32.7K - $39.4K
443 $38K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
329
New
$96.27 - $116.36 $31.7K - $38.3K
329 $38K
WTFC
Wintrust Financial Corp

Financial Services
342
New
$107.76 - $136.92 $36.9K - $46.8K
342 $38K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
1.43K
New
$25.83 - $27.09 $36.9K - $38.7K
1.43K $38K
DLR
Digital Realty Trust, Inc.

Real Estate
267
New
$142.1 - $183.56 $37.9K - $49K
267 $38K
PJT
Pjt Partners Inc.

Financial Services
280
New
$135.97 - $177.59 $38.1K - $49.7K
280 $38K
CMI
Cummins Inc

Industrials
119
New
$312.92 - $386.07 $37.2K - $45.9K
119 $37K
SRE
Sempra Energy

Utilities
530
New
$67.85 - $87.67 $36K - $46.5K
530 $37K
HPE
Hewlett Packard Enterprise CO

Technology
2.4K
New
$14.77 - $24.42 $35.4K - $58.6K
2.4K $37K
NNY
Nuveen New York Municipal Value Fund

Financial Services
4.38K
New
$8.05 - $8.36 $35.3K - $36.7K
4.38K $36K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
467
New
$78.0 - $84.37 $36.4K - $39.4K
467 $36K
DDOG
Datadog, Inc.

Technology
371
New
$98.68 - $151.89 $36.6K - $56.4K
371 $36K
PSA
Public Storage

Real Estate
121
New
$288.99 - $313.98 $35K - $38K
121 $36K
VCTR
Victory Capital Holdings, Inc.

Financial Services
639
New
$55.84 - $70.58 $35.7K - $45.1K
639 $36K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
2.57K
New
$14.19 - $15.01 $36.5K - $38.6K
2.57K $36K
TPR
Tapestry, Inc.

Consumer Cyclical
504
New
$65.63 - $89.21 $33.1K - $45K
504 $35K
CASH
Meta Financial Group Inc

Financial Services
486
New
$69.94 - $81.54 $34K - $39.6K
486 $35K
NOC
Northrop Grumman Corp

Industrials
18
+ 2.91%
$433.45 - $513.82 $7.8K - $9.25K
636 $325K
SNA
Snap On Inc

Industrials
104
New
$324.09 - $358.62 $33.7K - $37.3K
104 $35K
PNC
Pnc Financial Services Group, Inc.

Financial Services
201
New
$168.84 - $202.89 $33.9K - $40.8K
201 $35K
PII
Polaris Inc.

Consumer Cyclical
856
New
$40.9 - $58.36 $35K - $50K
856 $35K
VVV
Valvoline Inc

Energy
1.02K
New
$34.44 - $40.19 $35K - $40.9K
1.02K $35K
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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