Opal Wealth Advisors, LLC Incresed Positions in Q3 2025

Opal Wealth Advisors, LLC

  • $347 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
31.1K
+ 2.1%
$39.93 - $42.72 $1.24M - $1.33M
1.51M $64.6M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
12.7K
+ 2.22%
$77.99 - $84.32 $992K - $1.07M
587K $48.9M
VBR
Vanguard Small Cap Value ETF

ETFs
3.8K
+ 2.06%
$195.41 - $212.37 $742K - $807K
188K $39.2M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
36K
+ 62.58%
$49.09 - $50.58 $1.77M - $1.82M
93.5K $4.72M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
18.7K
+ 60.62%
$50.9 - $52.37 $953K - $981K
49.6K $2.59M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
19.3K
+ 297.78%
$48.5 - $50.19 $935K - $968K
25.8K $1.29M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
16K
+ 8.44%
$50.81 - $51.07 $814K - $818K
206K $10.5M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
7.21K
+ 5.23%
$32.11 - $34.92 $232K - $252K
145K $5.07M
SPYG
Spdr Portfolio

ETFs
1.55K
+ 3.71%
$94.33 - $105.31 $146K - $163K
43.3K $4.52M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
7.79K
+ 2.04%
$48.31 - $48.93 $376K - $381K
390K $19.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.21K
+ 5.47%
$42.26 - $47.16 $135K - $151K
61.8K $2.86M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.31K
+ 6.44%
$52.12 - $55.33 $172K - $183K
54.6K $3.02M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.04K
+ 6.6%
$45.26 - $46.63 $273K - $282K
97.5K $4.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
653
+ 510.16%
$412.46 - $514.1 $269K - $336K
781 $382K
ORCL
Oracle Corp

Technology
275
+ 9.6%
$218.96 - $328.33 $60.2K - $90.3K
3.14K $883K
JNJ
Johnson & Johnson

Healthcare
995
+ 47.02%
$155.17 - $185.42 $154K - $184K
3.11K $576K
STX
Seagate Technology Holdings PLC

Technology
367
+ 21.18%
$142.01 - $236.06 $52.1K - $86.6K
2.1K $495K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
20.1K
+ 93.09%
$11.93 - $12.5 $240K - $252K
41.8K $500K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
13.8K
+ 74.11%
$14.0 - $14.68 $193K - $203K
32.5K $476K
AVGO
Broadcom Inc.

Technology
149
+ 5.42%
$264.74 - $369.57 $39.4K - $55.1K
2.9K $955K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
12.2K
+ 19.34%
$12.46 - $13.22 $152K - $161K
75.2K $978K
INTC
Intel Corp

Technology
35
+ 0.2%
$19.31 - $35.5 $676 - $1.24K
17.5K $588K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.19K
+ 5.67%
N/A
40.8K $3.5M
NVS
Novartis Ag

Healthcare
1.29K
+ 53.04%
$113.5 - $129.73 $147K - $168K
3.73K $478K
ENB
Enbridge Inc

Energy
3.19K
+ 117.42%
$43.79 - $50.46 $140K - $161K
5.91K $297K
CVX
Chevron Corp

Energy
794
+ 31.73%
$145.57 - $161.83 $116K - $128K
3.3K $511K
GVI
Ishares Tr

ETFs
1.21K
+ 6.58%
$105.8 - $107.81 $128K - $131K
19.7K $2.11M
JPIE
J P Morgan Exchange Traded Fd
2.84K
+ 5.86%
$46.01 - $46.55 $131K - $132K
51.3K $2.38M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.26K
+ 2.13%
$28.15 - $30.13 $35.5K - $38K
60.5K $1.79M
IWF
Ishares Russell 1000 Gr ETF

ETFs
254
+ 100.4%
$420.11 - $472.68 $107K - $120K
507 $237K
NYF
Ishares New York Muni Bond ETF

ETFs
1.76K
+ 11.67%
$51.6 - $53.44 $90.6K - $93.8K
16.8K $895K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.02%
$303.93 - $329.86 $304 - $330
4.28K $1.4M
URI
United Rentals, Inc.

Industrials
12
+ 2.74%
$774.14 - $975.23 $9.29K - $11.7K
450 $429K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
26
+ 0.35%
$100.4 - $119.58 $2.61K - $3.11K
7.52K $833K
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 0.32%
$215.01 - $273.02 $1.94K - $2.46K
2.82K $707K
IBM
International Business Machines Corp

Technology
458
+ 12.7%
$234.77 - $292.47 $108K - $134K
4.06K $1.15M
QS
Quantum Scape Corp

Consumer Cyclical
1.88K
+ 18.75%
$6.36 - $14.64 $11.9K - $27.5K
11.9K $146K
CI
Cigna Corp

Healthcare
407
+ 42.66%
$262.23 - $334.39 $107K - $136K
1.36K $392K
VLO
Valero Energy Corp

Energy
27
+ 1.4%
$131.77 - $175.63 $3.56K - $4.74K
1.96K $333K
MO
Altria Group, Inc.

Consumer Defensive
271
+ 4.04%
$57.75 - $67.68 $15.7K - $18.3K
6.99K $461K
CGXU
Capital Group Intl Focus Equit

ETFs
1.16K
+ 8.84%
$26.49 - $29.62 $30.6K - $34.3K
14.3K $422K
DGRO
Ishares Core Dividend Growth E

ETFs
5
+ 0.03%
$64.12 - $68.08 $321 - $340
14.9K $1.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
85
+ 7.24%
$459.11 - $506.91 $39K - $43.1K
1.26K $632K
NEE
Nextera Energy Inc

Utilities
149
+ 1.94%
$69.77 - $77.54 $10.4K - $11.6K
7.82K $590K
PANW
Palo Alto Networks Inc

Technology
292
+ 22.02%
$167.06 - $208.19 $48.8K - $60.8K
1.62K $329K
PHM
Pultegroup Inc

Consumer Cyclical
25
+ 1.22%
$108.0 - $141.42 $2.7K - $3.54K
2.07K $273K
VZ
Verizon Communications Inc

Communication Services
1.04K
+ 5.82%
$40.84 - $45.06 $42.4K - $46.8K
18.9K $830K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50
+ 10.29%
$567.77 - $614.76 $28.4K - $30.7K
536 $328K
LHX
L3 Harris Technologies, Inc.

Industrials
25
+ 3.21%
$252.18 - $305.41 $6.3K - $7.64K
805 $245K
Activity Summary
Buys All Purchases 104 New Holdings 7 Increased Positions 97 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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