Opal Wealth Advisors, LLC Incresed Positions in Q2 2025

Opal Wealth Advisors, LLC

  • $348 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
14.9K
+ 2.67%
$62.75 - $79.31 $937K - $1.18M
574K $45.2M
PVAL
Putnam ETF Tr Putnam Focused L
52.7K
+ 3.69%
$33.6 - $40.23 $1.77M - $2.12M
1.48M $59.6M
VBR
Vanguard Small Cap Value ETF

ETFs
11.1K
+ 6.44%
$162.76 - $195.77 $1.81M - $2.18M
184K $35.9M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
41.7K
+ 265.08%
$48.46 - $50.2 $2.02M - $2.1M
57.5K $2.85M
MSFT
Microsoft Corp

Technology
913
+ 10.0%
$354.56 - $497.45 $324K - $454K
10K $5M
NVDA
Nvidia Corp

Technology
2.64K
+ 12.91%
$94.31 - $157.99 $249K - $418K
23.1K $3.65M
XLI
Industrial Sector Spdr

ETFs
1.6K
+ 2.75%
$116.42 - $147.52 $186K - $235K
59.7K $8.81M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
13.9K
+ 3.77%
$47.89 - $48.65 $665K - $676K
383K $18.6M
AMZN
Amazon Com Inc

Consumer Cyclical
2.09K
+ 18.86%
$167.32 - $223.3 $349K - $466K
13.2K $2.89M
AVUV
American Centy ETF Tr Avantis

ETFs
8.3K
+ 239.0%
$75.17 - $91.21 $624K - $757K
11.8K $1.07M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.37K
+ 633.25%
$82.96 - $110.1 $445K - $591K
6.22K $684K
GOOGL
Alphabet Inc.

Communication Services
2.35K
+ 32.73%
$144.7 - $178.6 $340K - $420K
9.53K $1.68M
PM
Philip Morris International Inc.

Consumer Defensive
2.36K
+ 47.19%
$149.23 - $184.95 $353K - $437K
7.37K $1.34M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
4.57K
+ 3.42%
$26.38 - $32.66 $120K - $149K
138K $4.5M
META
Meta Platforms, Inc.

Communication Services
70
+ 2.88%
$484.66 - $738.09 $33.9K - $51.7K
2.5K $1.84M
GLD
Spdr Gold Trust

ETFs
1.35K
+ 310.85%
$273.71 - $316.29 $368K - $426K
1.78K $542K
NFLX
Netflix Inc

Communication Services
37
+ 4.16%
$855.86 - $1339.13 $31.7K - $49.5K
926 $1.24M
AVGO
Broadcom Inc.

Technology
650
+ 30.98%
$146.29 - $275.65 $95.1K - $179K
2.75K $757K
T
At&T Inc.

Communication Services
13K
+ 89.07%
$26.33 - $28.94 $342K - $376K
27.5K $797K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.31K
+ 12.08%
$35.35 - $42.68 $223K - $269K
58.5K $2.49M
TSLA
Tesla, Inc.

Consumer Cyclical
107
+ 1.88%
$221.86 - $362.89 $23.7K - $38.8K
5.81K $1.85M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.08K
+ 1003.91%
$107.93 - $110.97 $333K - $342K
3.39K $372K
IBM
International Business Machines Corp

Technology
584
+ 19.32%
$221.03 - $294.78 $129K - $172K
3.61K $1.06M
JPM
Jpmorgan Chase & CO

Financial Services
410
+ 12.01%
$210.28 - $289.91 $86.2K - $119K
3.82K $1.11M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.98K
+ 11.24%
$22.92 - $28.05 $137K - $168K
59.2K $1.66M
VZ
Verizon Communications Inc

Communication Services
6.7K
+ 59.98%
$41.67 - $45.62 $279K - $305K
17.9K $772K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.38K
+ 7.05%
$45.11 - $52.34 $152K - $177K
51.3K $2.69M
QQQ
Invesco Qqq Trust, Series 1

ETFs
245
+ 21.32%
$416.06 - $551.64 $102K - $135K
1.39K $768K
IVV
Ishares Core S&P 500 ETF

ETFs
274
+ 32.81%
$498.8 - $620.9 $137K - $170K
1.11K $688K
IVE
Ishares S&P 500 Value ETF

ETFs
1.02K
+ 24.79%
$168.34 - $195.42 $171K - $199K
5.11K $999K
DIS
Walt Disney CO

Communication Services
377
+ 6.18%
$81.72 - $124.01 $30.8K - $46.8K
6.48K $803K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.23K
+ 6.14%
N/A
38.6K $3.31M
PGR
Progressive Corp

Financial Services
765
+ 90.64%
$255.27 - $288.74 $195K - $221K
1.61K $429K
AIG
American International Group, Inc.

Financial Services
2.3K
+ 40.52%
$77.56 - $87.72 $178K - $201K
7.96K $681K
PLD
Prologis, Inc.

Real Estate
1.85K
+ 173.17%
$89.76 - $112.34 $166K - $207K
2.91K $306K
CI
Cigna Corp

Healthcare
534
+ 127.14%
$301.89 - $340.04 $161K - $182K
954 $315K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
134
+ 5.6%
$141.37 - $228.57 $18.9K - $30.6K
2.53K $572K
AXP
American Express CO

Financial Services
158
+ 6.47%
$231.39 - $318.98 $36.6K - $50.4K
2.6K $829K
CAT
Caterpillar Inc

Industrials
180
+ 10.56%
$273.94 - $388.21 $49.3K - $69.9K
1.89K $731K
AEP
American Electric Power CO Inc

Utilities
1.63K
+ 123.26%
$98.59 - $109.11 $161K - $178K
2.96K $306K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.22K
+ 3.64%
$44.68 - $45.96 $144K - $148K
91.5K $4.18M
GS
Goldman Sachs Group Inc

Financial Services
93
+ 17.35%
$462.22 - $707.75 $43K - $65.8K
629 $445K
CSCO
Cisco Systems, Inc.

Technology
330
+ 2.01%
$53.19 - $69.38 $17.6K - $22.9K
16.7K $1.16M
C
Citigroup Inc

Financial Services
591
+ 8.94%
$58.13 - $85.12 $34.4K - $50.3K
7.2K $612K
EXC
Exelon Corp

Utilities
3.23K
+ 297.06%
$42.2 - $47.37 $136K - $153K
4.32K $187K
LLY
Eli Lilly & CO

Healthcare
228
+ 23.68%
$713.71 - $898.95 $163K - $205K
1.19K $928K
FCX
Freeport Mcmoran Inc

Basic Materials
2.31K
+ 40.25%
$29.15 - $44.46 $67.3K - $103K
8.04K $348K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
365
+ 46.38%
$224.16 - $285.86 $81.8K - $104K
1.15K $329K
SCHW
Schwab Charles Corp

Financial Services
855
+ 24.63%
$69.06 - $91.24 $59K - $78K
4.33K $394K
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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