Opal Wealth Advisors, LLC Incresed Positions in Q4 2024

Opal Wealth Advisors, LLC

  • $325 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
2.13K
+ 18.82%
$21.22 - $23.88 $45.1K - $50.8K
13.4K $305K
WTM
White Mountains Insurance Group LTD

Financial Services
3
+ 1.49%
$1755.01 - $2015.0 $5.27K - $6.05K
204 $396K
MKL
Markel Corp

Financial Services
10
+ 4.12%
$1542.01 - $1785.11 $15.4K - $17.9K
253 $436K
LUV
Southwest Airlines CO

Industrials
694
+ 8.39%
$28.99 - $34.84 $20.1K - $24.2K
8.97K $301K
PM
Philip Morris International Inc.

Consumer Defensive
467
+ 10.51%
$118.38 - $133.06 $55.3K - $62.1K
4.91K $590K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
107
+ 8.7%
$229.83 - $258.46 $24.6K - $27.7K
1.34K $330K
TJX
Tjx Companies Inc

Consumer Cyclical
284
+ 8.17%
$112.15 - $127.2 $31.9K - $36.1K
3.76K $454K
DGRO
Ishares Core Dividend Growth E

ETFs
1.03K
+ 7.0%
$60.73 - $64.94 $62.4K - $66.7K
15.7K $962K
JNJ
Johnson & Johnson

Healthcare
508
+ 27.09%
$143.34 - $165.86 $72.8K - $84.3K
2.38K $344K
FDX
Fedex Corp

Industrials
80
+ 3.45%
$260.5 - $305.15 $20.8K - $24.4K
2.4K $675K
PANW
Palo Alto Networks Inc

Technology
721
+ 117.62%
$181.96 - $405.9 $131K - $293K
1.33K $242K
VO
Vanguard Mid Cap ETF

ETFs
109
+ 13.39%
$261.5 - $284.63 $28.5K - $31K
923 $243K
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 5.13%
$471.27 - $550.62 $11.8K - $13.8K
512 $267K
INTU
Intuit Inc

Technology
35
+ 8.43%
$602.01 - $706.25 $21.1K - $24.7K
450 $282K
VB
Vanguard Small Cap ETF

ETFs
86
+ 6.66%
$233.76 - $261.58 $20.1K - $22.5K
1.38K $330K
GPN
Global Payments Inc

Industrials
9
+ 0.38%
$97.57 - $119.38 $878 - $1.07K
2.38K $266K
ORCL
Oracle Corp

Technology
207
+ 4.68%
$165.41 - $192.43 $34.2K - $39.8K
4.63K $772K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
393
+ 1.76%
$50.62 - $50.97 $19.9K - $20K
22.7K $1.15M
ROST
Ross Stores, Inc.

Consumer Cyclical
62
+ 4.27%
$138.59 - $156.61 $8.59K - $9.71K
1.51K $228K
XLK
Technology Sector Spdr

ETFs
1
+ 0.09%
$220.26 - $241.44 $220 - $241
1.17K $272K
SYK
Stryker Corp

Healthcare
28
+ 1.57%
$345.14 - $392.15 $9.66K - $11K
1.82K $653K
ETN
Eaton Corp PLC

Industrials
23
+ 3.25%
$326.96 - $377.52 $7.52K - $8.68K
730 $242K
PPL
Ppl Corp

Utilities
305
+ 4.7%
$31.47 - $35.0 $9.6K - $10.7K
6.8K $220K
PFE
Pfizer Inc

Healthcare
1.07K
+ 11.93%
$24.8 - $30.19 $26.6K - $32.4K
10.1K $266K
VBR
Vanguard Small Cap Value ETF

ETFs
1.62K
+ 1.33%
$197.36 - $217.3 $320K - $352K
123K $24.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.48K
+ 4.42%
$45.07 - $47.1 $112K - $117K
58.6K $2.65M
IR
Ingersoll Rand Inc.

Industrials
190
+ 8.86%
$90.46 - $105.35 $17.2K - $20K
2.34K $211K
Nuveen Churchill Direct Lend
206K
+ 105.63%
N/A
400K $0
URI
United Rentals, Inc.

Industrials
51
+ 14.49%
$704.44 - $880.32 $35.9K - $44.9K
403 $283K
CAT
Caterpillar Inc

Industrials
115
+ 6.94%
$360.37 - $416.88 $41.4K - $47.9K
1.77K $642K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
238
+ 4.91%
$46.46 - $51.66 $11.1K - $12.3K
5.08K $244K
SHW
Sherwin Williams CO

Basic Materials
49
+ 6.9%
$338.75 - $399.71 $16.6K - $19.6K
759 $258K
GE
General Electric CO

Industrials
63
+ 5.26%
$159.95 - $194.23 $10.1K - $12.2K
1.26K $210K
SPGI
S&P Global Inc.

Financial Services
30
+ 1.71%
$480.36 - $529.17 $14.4K - $15.9K
1.78K $886K
UNP
Union Pacific Corp

Industrials
116
+ 4.78%
$223.15 - $249.32 $25.9K - $28.9K
2.55K $580K
PVAL
Putnam ETF Tr Putnam Focused L
25.7K
+ 2.16%
$36.85 - $39.99 $947K - $1.03M
1.21M $45.1M
NOC
Northrop Grumman Corp

Industrials
27
+ 4.57%
$466.52 - $543.88 $12.6K - $14.7K
618 $290K
NVO
Novo Nordisk A S

Healthcare
962
+ 30.34%
$85.0 - $120.04 $81.8K - $115K
4.13K $355K
CGXU
Capital Group Intl Focus Equit

ETFs
330
+ 2.56%
$24.67 - $26.94 $8.14K - $8.89K
13.2K $325K
LLY
Eli Lilly & CO

Healthcare
100
+ 10.92%
$727.2 - $932.06 $72.7K - $93.2K
1.02K $784K
STE
Steris PLC

Healthcare
60
+ 5.67%
$204.34 - $235.7 $12.3K - $14.1K
1.12K $229K
ASML
Asml Holding Nv

Technology
23
+ 7.19%
$658.43 - $872.27 $15.1K - $20.1K
343 $237K
XOM
Exxon Mobil Corp

Energy
488
+ 5.22%
$105.51 - $125.37 $51.5K - $61.2K
9.84K $1.06M
QCOM
Qualcomm Inc

Technology
38
+ 1.15%
$150.4 - $178.04 $5.72K - $6.77K
3.33K $511K
ABBV
Abb Vie Inc.

Healthcare
53
+ 1.02%
$164.99 - $203.87 $8.74K - $10.8K
5.24K $930K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.27K
+ 1.27%
$47.58 - $48.56 $203K - $207K
341K $16.3M
Activity Summary
Buys All Purchases 117 New Holdings 20 Increased Positions 97 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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