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
ITA
Ishares Tr

ETFs
142
New
$144.84 - $159.5 $20.6K - $22.6K
142 $21K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
414
New
$50.87 - $51.09 $21.1K - $21.2K
414 $21K
ENTG
Entegris Inc

Technology
247
New
$87.48 - $109.53 $21.6K - $27.1K
247 $21K
AVNT
Avient Corp

Basic Materials
573
New
$36.91 - $44.21 $21.1K - $25.3K
573 $21K
FAF
First American Financial Corp

Financial Services
321
New
$57.7 - $66.47 $18.5K - $21.3K
321 $21K
MOD
Modine Manufacturing CO

Consumer Cyclical
278
New
$76.06 - $142.68 $21.1K - $39.7K
278 $21K
VNT
Vontier Corp

Technology
650
New
$32.1 - $40.32 $20.9K - $26.2K
650 $21K
TLT
Ishares Barclays 20+ Year Trea

ETFs
222
New
$85.29 - $92.57 $18.9K - $20.6K
222 $20K
PPA
Invesco Exchange Traded Fd Tr

ETFs
172
New
$113.59 - $123.29 $19.5K - $21.2K
172 $20K
EBAY
Ebay Inc

Consumer Cyclical
307
New
$61.61 - $70.93 $18.9K - $21.8K
307 $20K
TFC
Truist Financial Corp

Financial Services
493
New
$39.48 - $48.15 $19.5K - $23.7K
493 $20K
PRGS
Progress Software Corp

Technology
389
New
$51.39 - $65.26 $20K - $25.4K
389 $20K
HAE
Haemonetics Corp

Healthcare
324
New
$59.34 - $80.05 $19.2K - $25.9K
324 $20K
VCIT
Vanguard Intermediate Term Cor

ETFs
252
New
$79.17 - $82.04 $20K - $20.7K
252 $20K
AWI
Armstrong World Industries Inc

Industrials
143
New
$136.0 - $154.19 $19.4K - $22K
143 $20K
SHW
Sherwin Williams CO

Basic Materials
32
+ 4.22%
$330.16 - $365.55 $10.6K - $11.7K
791 $276K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
54
+ 1.06%
$45.62 - $51.12 $2.46K - $2.76K
5.14K $261K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
1.43K
+ 13.51%
$11.22 - $11.85 $16K - $16.9K
12K $136K
ROLL
Rbc Bearings Inc

Industrials
65
New
N/A
65 $15K
COF
Capital One Financial Corp

Financial Services
64
+ 3.06%
$163.87 - $209.82 $10.5K - $13.4K
2.16K $386K
CDW
Cdw Corp

Technology
191
+ 14.79%
$160.26 - $206.13 $30.6K - $39.4K
1.48K $237K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
236
+ 2.25%
$39.61 - $42.65 $9.35K - $10.1K
10.7K $436K
C
Citigroup Inc

Financial Services
109
+ 1.68%
$67.23 - $84.63 $7.33K - $9.22K
6.61K $469K
CL
Colgate Palmolive CO

Consumer Defensive
32
+ 1.33%
$85.68 - $97.5 $2.74K - $3.12K
2.44K $228K
JCI
Johnson Controls International PLC

Industrials
74
+ 2.76%
$76.12 - $90.6 $5.63K - $6.7K
2.76K $220K
QCOM
Qualcomm Inc

Technology
61
+ 1.83%
$151.94 - $175.86 $9.27K - $10.7K
3.39K $520K
NEE
Nextera Energy Inc

Utilities
168
+ 2.87%
$66.96 - $76.16 $11.2K - $12.8K
6.02K $426K
LUV
Southwest Airlines CO

Industrials
226
+ 2.52%
$28.18 - $34.84 $6.37K - $7.87K
9.19K $308K
WTM
White Mountains Insurance Group LTD

Financial Services
5
+ 2.45%
$1818.58 - $1983.07 $9.09K - $9.92K
209 $402K
HTAB
Hartford Fds Exchange Traded

ETFs
640
+ 1.72%
$18.95 - $19.6 $12.1K - $12.5K
37.8K $724K
CGXU
Capital Group Intl Focus Equit

ETFs
79
+ 0.6%
$24.48 - $26.59 $1.93K - $2.1K
13.3K $329K
RIGS
Riverfront Strategic Income Fd

ETFs
29
+ 0.3%
$22.48 - $23.24 $652 - $674
9.54K $220K
INTU
Intuit Inc

Technology
14
+ 3.11%
$555.63 - $630.23 $7.78K - $8.82K
464 $284K
Blackrock ETF Trust Ii
388
New
N/A
388 $0
Blackrock Inc
109
New
N/A
109 $0
Blackrock ETF Trust
1.82K
New
N/A
1.82K $0
Vaneck Ethereum Tr
759
New
N/A
759 $0
JGRO
J P Morgan Exchange Traded Fd
568
New
N/A
568 $0
Kenvue Inc
903
New
N/A
903 $0
Veralto Corp
465
New
N/A
465 $0
Grayscale Bitcoin Mini Tr Et
733
New
N/A
733 $0
Knife River Corp
288
New
N/A
288 $0
Atlassian Corporation
295
New
N/A
295 $0
Lam Research Corp
614
New
N/A
614 $0
Siriusxm Holdings Inc
1.11K
New
N/A
1.11K $0
Morgan Stanley Direct Lendin
6.8K
+ 45.04%
N/A
21.9K $0
Linde PLC
419
New
N/A
419 $0
Ge Vernova Inc
292
New
N/A
292 $0
Canadian Pacific Kansas City
1.63K
New
N/A
1.63K $0
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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