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
ASML
Asml Holding Nv

Technology
91
+ 25.71%
$595.37 - $815.24 $54.2K - $74.2K
445 $356K
WMT
Walmart Inc.

Consumer Defensive
582
+ 8.97%
$81.79 - $99.98 $47.6K - $58.2K
7.07K $691K
ALL
Allstate Corp

Financial Services
628
+ 53.45%
$180.53 - $212.64 $113K - $134K
1.8K $362K
ELV
Elevance Health, Inc.

Healthcare
307
+ 579.25%
$372.27 - $452.69 $114K - $139K
360 $140K
CINF
Cincinnati Financial Corp

Financial Services
775
+ 241.43%
$126.6 - $151.6 $98.1K - $117K
1.1K $163K
SAP
Sap Se

Technology
296
+ 40.83%
$237.53 - $309.8 $70.3K - $91.7K
1.02K $310K
INTU
Intuit Inc

Technology
39
+ 8.41%
$544.07 - $787.63 $21.2K - $30.7K
503 $396K
WM
Waste Management Inc

Industrials
491
+ 143.99%
$216.47 - $242.1 $106K - $119K
832 $190K
SPOT
Spotify Technology S.A.

Communication Services
63
+ 22.83%
$503.3 - $775.9 $31.7K - $48.9K
339 $260K
NEE
Nextera Energy Inc

Utilities
1.65K
+ 27.39%
$64.11 - $75.0 $106K - $124K
7.67K $532K
CNP
Centerpoint Energy Inc

Utilities
2.86K
+ 446.88%
$35.5 - $39.05 $102K - $112K
3.5K $128K
BAC
Bank Of America Corp

Financial Services
359
+ 2.3%
$34.39 - $47.46 $12.3K - $17K
15.9K $754K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
3.66K
+ 311.32%
$22.98 - $27.84 $84.1K - $102K
4.83K $134K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.44K
+ 9.39%
$33.46 - $41.33 $48.1K - $59.4K
16.7K $691K
COST
Costco Wholesale Corp

Consumer Defensive
81
+ 15.52%
$908.13 - $1056.85 $73.6K - $85.6K
603 $596K
JCI
Johnson Controls International PLC

Industrials
257
+ 9.33%
$71.14 - $105.62 $18.3K - $27.1K
3.01K $318K
CME
Cme Group Inc.

Financial Services
328
+ 55.31%
$252.37 - $290.71 $82.8K - $95.4K
921 $253K
ITW
Illinois Tool Works Inc

Industrials
375
+ 23.95%
$218.41 - $252.43 $81.9K - $94.7K
1.94K $479K
PPL
Ppl Corp

Utilities
2.9K
+ 42.17%
$33.45 - $36.5 $97.1K - $106K
9.79K $331K
EFG
Msci Eafe Growth ETF

ETFs
671
+ 101.67%
$89.8 - $112.0 $60.3K - $75.2K
1.33K $149K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.25K
+ 137.68%
$49.48 - $61.22 $61.7K - $76.3K
2.15K $131K
V
Visa Inc.

Financial Services
160
+ 3.2%
$308.27 - $373.31 $49.3K - $59.7K
5.15K $1.83M
CTVA
Corteva, Inc.

Basic Materials
609
+ 21.28%
$55.52 - $74.53 $33.8K - $45.4K
3.47K $258K
MRVL
Marvell Technology, Inc.

Technology
786
+ 79.47%
$49.38 - $79.97 $38.8K - $62.9K
1.78K $137K
ISRG
Intuitive Surgical Inc

Healthcare
100
+ 21.69%
$451.58 - $565.94 $45.2K - $56.6K
561 $304K
DUK
Duke Energy Corp

Utilities
730
+ 28.32%
$112.46 - $124.05 $82.1K - $90.6K
3.31K $390K
CARR
Carrier Global Corp

Industrials
752
+ 37.43%
$55.55 - $75.83 $41.8K - $57K
2.76K $202K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
1.72K
+ 44.02%
$28.33 - $36.72 $48.8K - $63.2K
5.63K $203K
SYK
Stryker Corp

Healthcare
77
+ 4.25%
$337.37 - $395.63 $26K - $30.5K
1.89K $747K
RTX
Raytheon Technologies Corp

Industrials
167
+ 4.64%
$113.75 - $148.48 $19K - $24.8K
3.77K $549K
BA
Boeing CO

Industrials
85
+ 6.2%
$136.59 - $217.51 $11.6K - $18.5K
1.46K $304K
SBUX
Starbucks Corp

Consumer Cyclical
905
+ 42.69%
$79.69 - $99.41 $72.1K - $90K
3.03K $277K
MCK
Mckesson Corp

Healthcare
10
+ 1.05%
$652.83 - $732.78 $6.53K - $7.33K
963 $705K
UBS
Ubs Group Ag

Financial Services
1.54K
+ 73.13%
$26.12 - $33.82 $40.3K - $52.2K
3.65K $123K
URI
United Rentals, Inc.

Industrials
4
+ 0.92%
$551.94 - $753.4 $2.21K - $3.01K
438 $329K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
13
+ 0.96%
$201.28 - $266.34 $2.62K - $3.46K
1.37K $365K
NOW
Service Now, Inc.

Technology
20
+ 12.82%
$721.65 - $1040.18 $14.4K - $20.8K
176 $180K
NYF
Ishares New York Muni Bond ETF

ETFs
1.19K
+ 8.62%
$51.29 - $53.06 $61.2K - $63.3K
15K $783K
MA
Mastercard Inc

Financial Services
85
+ 28.43%
$479.92 - $590.74 $40.8K - $50.2K
384 $215K
IWF
Ishares Russell 1000 Gr ETF

ETFs
98
+ 63.23%
$320.42 - $424.58 $31.4K - $41.6K
253 $106K
ABT
Abbott Laboratories

Healthcare
296
+ 10.4%
$123.95 - $138.08 $36.7K - $40.9K
3.14K $427K
VST
Vistra Corp.

Utilities
81
+ 20.51%
$98.07 - $195.04 $7.94K - $15.8K
476 $92K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
1.67K
+ 116.6%
$25.69 - $26.9 $42.8K - $44.8K
3.09K $82K
HD
Home Depot, Inc.

Consumer Cyclical
117
+ 5.3%
$335.24 - $380.78 $39.2K - $44.6K
2.32K $852K
ADBE
Adobe Inc.

Technology
112
+ 27.18%
$340.0 - $420.68 $38.1K - $47.1K
524 $202K
SNPS
Synopsys Inc

Technology
34
+ 11.6%
$380.9 - $517.66 $13K - $17.6K
327 $167K
CRM
Salesforce, Inc.

Technology
135
+ 11.57%
$236.26 - $291.15 $31.9K - $39.3K
1.3K $355K
SHOP
Shopify Inc.

Technology
186
+ 18.42%
$76.89 - $115.35 $14.3K - $21.5K
1.2K $137K
SE
Sea LTD

Consumer Cyclical
10
+ 0.77%
$105.57 - $170.4 $1.06K - $1.7K
1.31K $208K
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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