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
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
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
C
Citigroup Inc

Financial Services
109
+ 1.68%
$67.23 - $84.63 $7.33K - $9.22K
6.61K $469K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
236
+ 2.25%
$39.61 - $42.65 $9.35K - $10.1K
10.7K $436K
CL
Colgate Palmolive CO

Consumer Defensive
32
+ 1.33%
$85.68 - $97.5 $2.74K - $3.12K
2.44K $228K
QCOM
Qualcomm Inc

Technology
61
+ 1.83%
$151.94 - $175.86 $9.27K - $10.7K
3.39K $520K
JCI
Johnson Controls International PLC

Industrials
74
+ 2.76%
$76.12 - $90.6 $5.63K - $6.7K
2.76K $220K
NEE
Nextera Energy Inc

Utilities
168
+ 2.87%
$66.96 - $76.16 $11.2K - $12.8K
6.02K $426K
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
Morgan Stanley Direct Lendin
6.8K
+ 45.04%
N/A
21.9K $0
ASML
Asml Holding Nv

Technology
11
+ 3.21%
$662.63 - $776.99 $7.29K - $8.55K
354 $234K
GPN
Global Payments Inc

Industrials
292
+ 12.29%
$92.18 - $113.03 $26.9K - $33K
2.67K $261K
ITW
Illinois Tool Works Inc

Industrials
11
+ 0.71%
$244.9 - $274.48 $2.69K - $3.02K
1.57K $388K
ABNB
Airbnb, Inc.

Consumer Cyclical
104
+ 6.8%
$119.38 - $161.42 $12.4K - $16.8K
1.63K $195K
BA
Boeing CO

Industrials
11
+ 0.81%
$148.15 - $186.25 $1.63K - $2.05K
1.37K $233K
ETN
Eaton Corp PLC

Industrials
121
+ 16.58%
$271.83 - $371.23 $32.9K - $44.9K
851 $231K
URI
United Rentals, Inc.

Industrials
31
+ 7.69%
$594.17 - $789.56 $18.4K - $24.5K
434 $271K
DOV
Dover Corp

Industrials
8
+ 0.72%
$174.65 - $206.43 $1.4K - $1.65K
1.12K $196K
PANW
Palo Alto Networks Inc

Technology
5
+ 0.37%
$167.82 - $208.28 $839 - $1.04K
1.34K $228K
IR
Ingersoll Rand Inc.

Industrials
59
+ 2.53%
$79.44 - $94.23 $4.69K - $5.56K
2.39K $191K
XLK
Technology Sector Spdr

ETFs
51
+ 4.36%
$206.38 - $242.18 $10.5K - $12.4K
1.22K $251K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
21
+ 1.57%
$221.78 - $273.45 $4.66K - $5.74K
1.36K $309K
ROST
Ross Stores, Inc.

Consumer Cyclical
85
+ 5.62%
$123.3 - $154.95 $10.5K - $13.2K
1.6K $204K
MRK
Merck & Co., Inc.

Healthcare
47
+ 1.51%
$83.01 - $101.02 $3.9K - $4.75K
3.16K $283K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
380
+ 0.61%
$11.85 - $13.1 $4.5K - $4.98K
62.6K $758K
ACN
Accenture PLC

Technology
6
+ 0.83%
$300.91 - $398.25 $1.81K - $2.39K
729 $227K
GM
General Motors CO

Consumer Cyclical
139
+ 2.59%
$45.22 - $54.92 $6.29K - $7.63K
5.52K $259K
HON
Honeywell International Inc

Industrials
1
+ 0.04%
$202.75 - $226.52 $203 - $227
2.3K $487K
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 1.61%
$347.25 - $424.87 $12.2K - $14.9K
2.21K $808K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.69K
+ 11.24%
$36.64 - $45.76 $62.1K - $77.5K
16.8K $627K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.4K
+ 2.69%
$25.58 - $29.24 $35.7K - $40.8K
53.2K $1.39M
BX
Blackstone Inc.

Financial Services
29
+ 1.34%
$136.53 - $186.74 $3.96K - $5.42K
2.2K $307K
SPYG
Spdr Portfolio

ETFs
2.84K
+ 7.48%
$80.05 - $92.39 $227K - $262K
40.7K $3.26M
CRM
Salesforce, Inc.

Technology
26
+ 2.28%
$268.36 - $359.95 $6.98K - $9.36K
1.17K $313K
FDX
Fedex Corp

Industrials
12
+ 0.5%
$230.33 - $281.53 $2.76K - $3.38K
2.41K $588K
GOOGL
Alphabet Inc.

Communication Services
60
+ 0.84%
$154.33 - $206.19 $9.26K - $12.4K
7.18K $1.11M
AMZN
Amazon Com Inc

Consumer Cyclical
168
+ 1.54%
$190.26 - $242.06 $32K - $40.7K
11.1K $2.11M
TSLA
Tesla, Inc.

Consumer Cyclical
298
+ 5.51%
$222.15 - $428.22 $66.2K - $128K
5.71K $1.48M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
29.7K
+ 5.62%
$69.32 - $78.69 $2.06M - $2.34M
559K $38.9M
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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