Opal Wealth Advisors, LLC Incresed Positions in Q1 2025

Opal Wealth Advisors, LLC

  • $314 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
215K
+ 17.66%
$36.8 - $39.59 $7.9M - $8.49M
1.43M $53.8M
VBR
Vanguard Small Cap Value ETF

ETFs
49.9K
+ 40.55%
$183.02 - $207.75 $9.13M - $10.4M
173K $32.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
33.1K
+ 20.63%
$50.72 - $50.92 $1.68M - $1.68M
193K $9.84M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
28.1K
+ 8.24%
$47.59 - $48.35 $1.34M - $1.36M
369K $17.8M
GVI
Ishares Tr

ETFs
5.92K
+ 20.71%
$103.49 - $106.02 $613K - $628K
34.5K $3.66M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
14.3K
+ 11.97%
$27.47 - $30.62 $392K - $437K
133K $3.97M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.1K
+ 14.43%
$44.41 - $45.98 $494K - $512K
88.3K $4.03M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.33K
+ 13.51%
N/A
36.4K $3.12M
CSCO
Cisco Systems, Inc.

Technology
4.61K
+ 39.15%
$58.74 - $64.87 $271K - $299K
16.4K $1.01M
XOM
Exxon Mobil Corp

Energy
1.39K
+ 14.09%
$105.44 - $118.93 $146K - $165K
11.2K $1.34M
PM
Philip Morris International Inc.

Consumer Defensive
97
+ 1.98%
$117.15 - $158.79 $11.4K - $15.4K
5.01K $794K
UNH
Unitedhealth Group Inc

Healthcare
221
+ 5.36%
$461.52 - $548.18 $102K - $121K
4.34K $2.27M
ABBV
Abb Vie Inc.

Healthcare
86
+ 1.64%
$169.2 - $216.66 $14.6K - $18.6K
5.32K $1.11M
CVX
Chevron Corp

Energy
834
+ 45.23%
$146.71 - $167.97 $122K - $140K
2.68K $448K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.62K
+ 8.17%
$49.78 - $53.19 $180K - $192K
47.9K $2.43M
MO
Altria Group, Inc.

Consumer Defensive
1.89K
+ 33.36%
$50.81 - $60.02 $95.9K - $113K
7.55K $453K
INTC
Intel Corp

Technology
4.97K
+ 39.82%
$19.1 - $27.39 $94.9K - $136K
17.4K $396K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
5.44K
+ 9.24%
$25.44 - $25.58 $138K - $139K
64.4K $1.64M
GE
General Electric CO

Industrials
385
+ 30.56%
$168.59 - $212.13 $64.9K - $81.7K
1.65K $329K
VZ
Verizon Communications Inc

Communication Services
1.47K
+ 15.19%
$37.81 - $46.49 $55.7K - $68.4K
11.2K $506K
AZN
Astrazeneca PLC

Healthcare
1.19K
+ 32.17%
$65.37 - $77.96 $77.5K - $92.4K
4.87K $357K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24
+ 1.88%
$442.66 - $534.52 $10.6K - $12.8K
1.3K $692K
T
At&T Inc.

Communication Services
1.15K
+ 8.56%
$21.56 - $28.28 $24.8K - $32.5K
14.6K $412K
IBM
International Business Machines Corp

Technology
58
+ 1.96%
$217.4 - $264.74 $12.6K - $15.4K
3.02K $751K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.27K
+ 16.16%
$40.03 - $46.81 $291K - $340K
52.2K $2.12M
JPM
Jpmorgan Chase & CO

Financial Services
276
+ 8.8%
$225.19 - $279.95 $62.2K - $77.3K
3.41K $837K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.93K
+ 7.41%
$24.6 - $24.99 $72K - $73.1K
42.4K $1.06M
DUK
Duke Energy Corp

Utilities
412
+ 19.02%
$105.87 - $121.97 $43.6K - $50.3K
2.58K $314K
AMGN
Amgen Inc

Healthcare
21
+ 1.52%
$258.59 - $327.36 $5.43K - $6.87K
1.4K $437K
TMO
Thermo Fisher Scientific Inc.

Healthcare
200
+ 16.86%
$497.6 - $606.74 $99.5K - $121K
1.39K $689K
UNP
Union Pacific Corp

Industrials
200
+ 7.86%
$225.21 - $254.42 $45K - $50.9K
2.75K $648K
XLI
Industrial Sector Spdr

ETFs
1.22K
+ 2.14%
$128.78 - $141.67 $157K - $173K
58.1K $7.57M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
41
+ 1.78%
$88.0 - $115.5 $3.61K - $4.74K
2.35K $267K
COP
Conocophillips

Energy
411
+ 17.54%
$88.6 - $105.85 $36.4K - $43.5K
2.75K $289K
QQQ
Invesco Qqq Trust, Series 1

ETFs
207
+ 21.97%
$468.34 - $539.52 $96.9K - $112K
1.15K $538K
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
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
27
+ 0.19%
$33.63 - $37.64 $908 - $1.02K
14.5K $538K
VO
Vanguard Mid Cap ETF

ETFs
211
+ 22.86%
$251.87 - $277.95 $53.1K - $58.6K
1.13K $291K
NVS
Novartis Ag

Healthcare
112
+ 4.66%
$97.14 - $115.57 $10.9K - $12.9K
2.52K $280K
NOC
Northrop Grumman Corp

Industrials
18
+ 2.91%
$433.45 - $513.82 $7.8K - $9.25K
636 $325K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
72
+ 1.59%
$67.08 - $76.14 $4.83K - $5.48K
4.59K $339K
SCHW
Schwab Charles Corp

Financial Services
245
+ 7.59%
$71.24 - $83.64 $17.5K - $20.5K
3.47K $271K
STE
Steris PLC

Healthcare
24
+ 2.15%
$202.46 - $232.74 $4.86K - $5.59K
1.14K $258K
PPL
Ppl Corp

Utilities
90
+ 1.32%
$31.68 - $36.11 $2.85K - $3.25K
6.89K $248K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.23K
+ 6.71%
$53.6 - $58.97 $65.7K - $72.3K
19.5K $1.06M
SPGI
S&P Global Inc.

Financial Services
9
+ 0.51%
$478.26 - $543.77 $4.3K - $4.89K
1.79K $909K
AXP
American Express CO

Financial Services
300
+ 14.01%
$255.39 - $325.87 $76.6K - $97.8K
2.44K $657K
SHW
Sherwin Williams CO

Basic Materials
32
+ 4.22%
$330.16 - $365.55 $10.6K - $11.7K
791 $276K
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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