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
ABNB
Airbnb, Inc.

Consumer Cyclical
135
+ 8.26%
$105.69 - $140.64 $14.3K - $19K
1.77K $234K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
687
+ 3.12%
$16.57 - $20.48 $11.4K - $14.1K
22.7K $464K
MS
Morgan Stanley

Financial Services
217
+ 107.43%
$99.83 - $140.86 $21.7K - $30.6K
419 $59K
LHX
L3 Harris Technologies, Inc.

Industrials
19
+ 2.5%
$200.21 - $256.99 $3.8K - $4.88K
780 $195K
PYPL
Pay Pal Holdings, Inc.

Financial Services
177
+ 7.52%
$57.41 - $74.81 $10.2K - $13.2K
2.53K $188K
PG
Procter & Gamble CO

Consumer Defensive
274
+ 31.42%
$157.66 - $172.39 $43.2K - $47.2K
1.15K $182K
TTE
Total Energies Se

Energy
497
+ 49.8%
N/A
1.5K $102K
CEG
Constellation Energy Corp

Utilities
41
+ 25.15%
$170.96 - $322.76 $7.01K - $13.2K
204 $65K
PII
Polaris Inc.

Consumer Cyclical
782
+ 91.36%
$31.97 - $42.61 $25K - $33.3K
1.64K $66K
DE
Deere & CO

Industrials
42
+ 25.45%
$412.99 - $531.48 $17.3K - $22.3K
207 $105K
VB
Vanguard Small Cap ETF

ETFs
31
+ 2.53%
$193.73 - $237.37 $6.01K - $7.36K
1.25K $297K
EMR
Emerson Electric CO

Industrials
85
+ 14.14%
$94.15 - $133.33 $8K - $11.3K
686 $91K
CCI
Crown Castle International Corp

Real Estate
252
+ 99.21%
$94.83 - $107.06 $23.9K - $27K
506 $51K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
98
+ 40.16%
$483.07 - $625.6 $47.3K - $61.3K
342 $179K
NOC
Northrop Grumman Corp

Industrials
65
+ 10.22%
$456.3 - $540.39 $29.7K - $35.1K
701 $350K
VNQ
Vanguard Specialized Funds Van

ETFs
277
+ 14.82%
$79.79 - $91.42 $22.1K - $25.3K
2.15K $191K
CMCSA
Comcast Corp

Communication Services
879
+ 14.08%
$32.84 - $36.72 $28.9K - $32.3K
7.12K $254K
CNQ
Canadian Natural Resources LTD

Energy
726
+ 40.07%
$25.14 - $34.01 $18.3K - $24.7K
2.54K $79K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
479
+ 0.77%
$10.6 - $12.44 $5.08K - $5.96K
63.1K $781K
NU
Nu Holdings Ltd.

Financial Services
171
+ 2.97%
$9.6 - $13.72 $1.64K - $2.35K
5.92K $81K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
10
+ 1.07%
$40.51 - $71.03 $405 - $710
943 $66K
VOE
Vanguard Mid Cap Value Index F

ETFs
111
+ 13.89%
$141.87 - $164.49 $15.7K - $18.3K
910 $149K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
27
+ 0.36%
$86.79 - $101.21 $2.34K - $2.73K
7.49K $738K
IR
Ingersoll Rand Inc.

Industrials
159
+ 6.64%
$66.75 - $84.94 $10.6K - $13.5K
2.55K $212K
QCOM
Qualcomm Inc

Technology
8
+ 0.24%
$124.66 - $159.48 $997 - $1.28K
3.4K $541K
MNDY
Monday.Com Ltd.

Technology
7
+ 2.66%
$217.77 - $314.48 $1.52K - $2.2K
270 $84K
DDOG
Datadog, Inc.

Technology
46
+ 12.4%
$87.0 - $134.33 $4K - $6.18K
417 $56K
MSTR
Microstrategy Inc

Technology
2
+ 1.29%
$237.95 - $421.61 $476 - $843
157 $63K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
418
+ 17.4%
$42.51 - $43.7 $17.8K - $18.3K
2.82K $123K
ACN
Accenture PLC

Technology
91
+ 12.48%
$279.23 - $323.21 $25.4K - $29.4K
820 $245K
UL
Unilever PLC

Consumer Defensive
239
+ 22.63%
$57.9 - $65.43 $13.8K - $15.6K
1.3K $79K
EMLP
First Tr Exchange Traded Iv

ETFs
433
+ 29.44%
$33.62 - $37.89 $14.6K - $16.4K
1.9K $71K
KKR
Kkr & Co. Inc.

Financial Services
23
+ 3.24%
$92.79 - $134.29 $2.13K - $3.09K
732 $97K
BND
Vanguard Bd Index Fd Inc Total

ETFs
203
+ 69.76%
$72.02 - $73.82 $14.6K - $15K
494 $36K
MOD
Modine Manufacturing CO

Consumer Cyclical
88
+ 31.65%
$69.3 - $105.57 $6.1K - $9.29K
366 $36K
FSS
Federal Signal Corp

Industrials
6
+ 1.52%
$69.23 - $106.42 $415 - $639
400 $42K
MU
Micron Technology Inc

Technology
8
+ 2.11%
$64.72 - $127.91 $518 - $1.02K
388 $47K
ITA
Ishares Tr

ETFs
46
+ 32.39%
$135.31 - $188.64 $6.22K - $8.68K
188 $35K
HPE
Hewlett Packard Enterprise CO

Technology
83
+ 3.46%
$12.51 - $20.45 $1.04K - $1.7K
2.48K $50K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 1.59%
$919.93 - $1101.66 $2.76K - $3.3K
192 $199K
EW
Edwards Lifesciences Corp

Healthcare
95
+ 12.2%
$67.07 - $78.22 $6.37K - $7.43K
874 $68K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16
+ 0.92%
$114.78 - $133.31 $1.84K - $2.13K
1.76K $233K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7
+ 0.77%
$101.97 - $126.75 $714 - $887
915 $115K
SO
Southern CO

Utilities
133
+ 24.54%
$84.91 - $92.56 $11.3K - $12.3K
675 $61K
ARES
Ares Management Corp

Financial Services
7
+ 1.72%
$118.04 - $175.83 $826 - $1.23K
413 $71K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.12%
$108.12 - $135.04 $108 - $135
816 $110K
WDAY
Workday, Inc.

Technology
18
+ 1.75%
$210.47 - $274.71 $3.79K - $4.94K
1.05K $250K
AMT
American Tower Corp

Real Estate
37
+ 9.0%
$203.96 - $228.19 $7.55K - $8.44K
448 $99K
DLR
Digital Realty Trust, Inc.

Real Estate
14
+ 5.24%
$136.11 - $177.69 $1.91K - $2.49K
281 $48K
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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