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
KRG
Kite Realty Group Trust

Real Estate
100
+ 8.91%
$19.53 - $23.3 $1.95K - $2.33K
1.22K $27K
MTDR
Matador Resources CO

Energy
86
+ 15.9%
$36.67 - $52.23 $3.15K - $4.49K
627 $29K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
79
+ 1.53%
$14.97 - $16.79 $1.18K - $1.33K
5.23K $87K
PEP
Pepsico Inc

Consumer Defensive
124
+ 15.33%
$128.02 - $151.37 $15.9K - $18.8K
933 $123K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
135
+ 1.12%
$10.86 - $11.48 $1.47K - $1.55K
12.1K $138K
BOND
Pimco Active Bond Exchange Tra

ETFs
32
+ 4.83%
$89.87 - $92.93 $2.88K - $2.97K
694 $63K
CWST
Casella Waste Systems Inc

Industrials
3
+ 0.97%
$103.78 - $120.37 $311 - $361
311 $35K
WELL
Welltower Inc.

Real Estate
2
+ 0.52%
$136.49 - $155.22 $273 - $310
387 $59K
MEAR
Blackrock Short Maturity Munic

ETFs
20
+ 3.49%
$49.74 - $50.27 $995 - $1.01K
593 $29K
BRBR
Bellring Brands, Inc.

Consumer Defensive
112
+ 35.22%
$57.26 - $78.92 $6.41K - $8.84K
430 $24K
BANR
Banner Corp

Financial Services
8
+ 1.51%
$56.51 - $65.42 $452 - $523
538 $34K
LMAT
Lemaitre Vascular Inc

Healthcare
17
+ 5.59%
$77.89 - $92.6 $1.32K - $1.57K
321 $26K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
30
+ 7.25%
$50.1 - $51.02 $1.5K - $1.53K
444 $22K
ROLL
Rbc Bearings Inc

Industrials
1
+ 1.54%
N/A
66 $16K
Arista Networks Inc
224
New
N/A
224 $0
Blackrock Inc
262
+ 240.37%
N/A
371 $0
JGRO
J P Morgan Exchange Traded Fd
165
+ 29.05%
N/A
733 $0
ANIP
Ani Pharmaceuticals Inc

Healthcare
12
+ 3.29%
$57.79 - $72.95 $693 - $875
377 $24K
Knife River Corp
10
+ 3.47%
N/A
298 $0
Venture Global Inc
1.5K
New
N/A
1.5K $0
Capital Grp Fixed Incm ETF T
1.02K
+ 97.89%
N/A
2.07K $0
Valued Advisers Tr
2.11K
+ 132.58%
N/A
3.71K $0
Ishares Bitcoin Trust ETF
411
+ 39.07%
N/A
1.46K $0
Capital Group Core Balanced
709
+ 106.94%
N/A
1.37K $0
Ge Vernova Inc
16
+ 5.48%
N/A
308 $0
Digitalbridge Group Inc
51
+ 0.62%
N/A
8.3K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
7
+ 1.09%
$63.54 - $68.5 $445 - $480
649 $43K
ICUI
Icu Medical Inc

Healthcare
4
+ 2.45%
$127.74 - $151.04 $511 - $604
167 $22K
O
Realty Income Corp

Real Estate
9
+ 2.33%
$52.27 - $58.52 $470 - $527
396 $22K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.28K
New
N/A
4.28K $0
GILD
Gilead Sciences, Inc.

Healthcare
8
+ 0.59%
$96.91 - $113.0 $775 - $904
1.37K $152K
Slide Ins Hldgs Inc
2.47K
New
N/A
2.47K $0
Linde PLC
189
+ 45.11%
N/A
608 $0
Te Connectivity PLC
16
+ 9.82%
N/A
179 $0
UTES
Virtus Reaves Utilities ETF
196
+ 5.37%
N/A
3.85K $0
PSA
Public Storage

Real Estate
2
+ 1.65%
$266.31 - $309.77 $533 - $620
123 $36K
Gsk PLC
1.47K
New
N/A
1.47K $0
Coherent Corp
109
+ 21.58%
N/A
614 $0
CGMS
Capital Grp Core Plus Income E
59
+ 0.81%
N/A
7.34K $0
Nuveen Churchill Direct Lend
158K
+ 46.28%
N/A
499K $0
HURN
Huron Consulting Group Inc.

Industrials
12
+ 4.98%
$132.14 - $153.61 $1.59K - $1.84K
253 $34K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9
+ 0.94%
$24.32 - $27.87 $219 - $251
965 $25K
MLPX
Global X Mlp & Energy Infrastr

ETFs
14
+ 1.31%
$55.32 - $65.02 $774 - $910
1.08K $67K
NNY
Nuveen New York Municipal Value Fund

Financial Services
47
+ 1.07%
$7.96 - $8.35 $374 - $392
4.43K $35K
WSO
Watsco Inc

Industrials
5
+ 10.2%
$421.84 - $520.66 $2.11K - $2.6K
54 $23K
INTA
Intapp, Inc.

Technology
18
+ 4.44%
$48.49 - $59.55 $873 - $1.07K
423 $21K
MMSI
Merit Medical Systems Inc

Healthcare
24
+ 8.11%
$88.48 - $107.04 $2.12K - $2.57K
320 $29K
AMH
American Homes 4 Rent

Real Estate
18
+ 1.62%
$32.8 - $39.31 $590 - $708
1.13K $40K
ACIW
Aci Worldwide, Inc.

Technology
11
+ 2.46%
$44.59 - $57.17 $490 - $629
459 $21K
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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