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
KD
Kyndryl Holdings, Inc.

Technology
16
+ 1.85%
$27.77 - $41.96 $444 - $671
883 $37K
JNJ
Johnson & Johnson

Healthcare
218
+ 11.49%
$146.36 - $159.82 $31.9K - $34.8K
2.12K $323K
TTD
Trade Desk, Inc.

Technology
12
+ 2.68%
$45.27 - $79.4 $543 - $953
459 $33K
DSTL
ETF Ser Solution Distillate Us

ETFs
106
+ 3.57%
$48.53 - $55.35 $5.14K - $5.87K
3.08K $170K
LANC
Lancaster Colony Corp

Consumer Defensive
53
+ 36.3%
$159.67 - $192.9 $8.46K - $10.2K
199 $34K
ENSG
Ensign Group, Inc

Healthcare
2
+ 0.72%
$119.93 - $156.36 $240 - $313
280 $43K
ENVA
Enova International, Inc.

Financial Services
42
+ 17.57%
$85.91 - $111.52 $3.61K - $4.68K
281 $31K
EVTC
Evertec, Inc.

Technology
233
+ 35.9%
$31.89 - $38.37 $7.43K - $8.94K
882 $31K
PJT
Pjt Partners Inc.

Financial Services
1
+ 0.36%
$125.44 - $166.41 $125 - $166
281 $46K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
216
+ 1.79%
$20.12 - $21.0 $4.35K - $4.54K
12.3K $257K
MSCI
Msci Inc.

Financial Services
6
+ 3.77%
$506.56 - $576.74 $3.04K - $3.46K
165 $95K
IDA
Idacorp Inc

Utilities
53
+ 18.34%
$111.01 - $119.72 $5.88K - $6.35K
342 $39K
NPO
Enpro Industries, Inc

Industrials
1
+ 0.51%
$137.27 - $193.1 $137 - $193
199 $38K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
29
+ 2.14%
$15.0 - $20.49 $435 - $594
1.38K $28K
PAYC
Paycom Software, Inc.

Technology
10
+ 6.29%
$193.07 - $265.71 $1.93K - $2.66K
169 $39K
JEPI
J P Morgan Exchange Traded Fd

ETFs
73
+ 3.61%
$51.14 - $57.0 $3.73K - $4.16K
2.1K $119K
KEX
Kirby Corp

Industrials
13
+ 4.63%
$87.32 - $114.99 $1.14K - $1.49K
294 $33K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
43
+ 0.19%
$49.79 - $50.75 $2.14K - $2.18K
22.6K $1.15M
OXY
Occidental Petroleum Corp

Energy
623
+ 21.52%
$36.11 - $49.33 $22.5K - $30.7K
3.52K $147K
HAE
Haemonetics Corp

Healthcare
16
+ 4.94%
$56.04 - $74.77 $897 - $1.2K
340 $25K
PRGS
Progress Software Corp

Technology
9
+ 2.31%
$54.68 - $64.66 $492 - $582
398 $25K
LGND
Ligand Pharmaceuticals Inc

Healthcare
25
+ 8.2%
$96.67 - $118.22 $2.42K - $2.96K
330 $37K
AWI
Armstrong World Industries Inc

Industrials
11
+ 7.69%
$126.1 - $163.12 $1.39K - $1.79K
154 $25K
CB
Chubb LTD

Financial Services
17
+ 20.24%
$274.32 - $302.46 $4.66K - $5.14K
101 $29K
VVV
Valvoline Inc

Energy
22
+ 2.16%
$31.48 - $38.2 $693 - $840
1.04K $39K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
83
+ 6.18%
$50.36 - $50.68 $4.18K - $4.21K
1.43K $72K
HLN
Haleon PLC

Healthcare
378
+ 13.29%
$9.27 - $11.41 $3.5K - $4.31K
3.22K $33K
IFRA
Ishares Tr

ETFs
8
+ 0.85%
$40.97 - $49.19 $328 - $394
953 $46K
IPAR
Inter Parfums Inc

Consumer Defensive
3
+ 1.65%
$99.7 - $141.48 $299 - $424
185 $24K
AIT
Applied Industrial Technologies Inc

Industrials
7
+ 3.89%
$206.03 - $243.28 $1.44K - $1.7K
187 $43K
PNC
Pnc Financial Services Group, Inc.

Financial Services
7
+ 3.48%
$149.76 - $186.42 $1.05K - $1.3K
208 $38K
VNT
Vontier Corp

Technology
13
+ 2.0%
$28.04 - $37.3 $365 - $485
663 $24K
MLI
Mueller Industries Inc

Industrials
13
+ 2.5%
$68.45 - $79.6 $890 - $1.03K
532 $42K
EQIX
Equinix Inc

Real Estate
9
+ 4.31%
$740.07 - $914.43 $6.66K - $8.23K
218 $173K
MGY
Magnolia Oil & Gas Corp

Energy
271
+ 22.51%
$19.6 - $25.72 $5.31K - $6.97K
1.48K $33K
ITGR
Integer Holdings Corp

Healthcare
9
+ 3.83%
$106.73 - $126.93 $961 - $1.14K
244 $30K
CSGP
Costar Group, Inc.

Real Estate
26
+ 8.64%
$72.62 - $83.22 $1.89K - $2.16K
327 $26K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
75
+ 16.93%
$78.57 - $89.09 $5.89K - $6.68K
518 $41K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
79
+ 1.53%
$14.97 - $16.79 $1.18K - $1.33K
5.23K $87K
MTDR
Matador Resources CO

Energy
86
+ 15.9%
$36.67 - $52.23 $3.15K - $4.49K
627 $29K
BOND
Pimco Active Bond Exchange Tra

ETFs
32
+ 4.83%
$89.87 - $92.93 $2.88K - $2.97K
694 $63K
PEP
Pepsico Inc

Consumer Defensive
124
+ 15.33%
$128.02 - $151.37 $15.9K - $18.8K
933 $123K
KRG
Kite Realty Group Trust

Real Estate
100
+ 8.91%
$19.53 - $23.3 $1.95K - $2.33K
1.22K $27K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
135
+ 1.12%
$10.86 - $11.48 $1.47K - $1.55K
12.1K $138K
BRBR
Bellring Brands, Inc.

Consumer Defensive
112
+ 35.22%
$57.26 - $78.92 $6.41K - $8.84K
430 $24K
CWST
Casella Waste Systems Inc

Industrials
3
+ 0.97%
$103.78 - $120.37 $311 - $361
311 $35K
BANR
Banner Corp

Financial Services
8
+ 1.51%
$56.51 - $65.42 $452 - $523
538 $34K
ROLL
Rbc Bearings Inc

Industrials
1
+ 1.54%
N/A
66 $16K
WELL
Welltower Inc.

Real Estate
2
+ 0.52%
$136.49 - $155.22 $273 - $310
387 $59K
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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