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
MEAR
Blackrock Short Maturity Munic

ETFs
20
+ 3.49%
$49.74 - $50.27 $995 - $1.01K
593 $29K
LMAT
Lemaitre Vascular Inc

Healthcare
17
+ 5.59%
$77.89 - $92.6 $1.32K - $1.57K
321 $26K
LEN
Lennar Corp

Consumer Cyclical
18
+ 6.84%
$102.76 - $115.66 $1.85K - $2.08K
281 $31K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
30
+ 7.25%
$50.1 - $51.02 $1.5K - $1.53K
444 $22K
Capital Group Core Balanced
709
+ 106.94%
N/A
1.37K $0
Te Connectivity PLC
16
+ 9.82%
N/A
179 $0
Valued Advisers Tr
2.11K
+ 132.58%
N/A
3.71K $0
UTES
Virtus Reaves Utilities ETF
196
+ 5.37%
N/A
3.85K $0
JGRO
J P Morgan Exchange Traded Fd
165
+ 29.05%
N/A
733 $0
Digitalbridge Group Inc
51
+ 0.62%
N/A
8.3K $0
Capital Grp Fixed Incm ETF T
1.02K
+ 97.89%
N/A
2.07K $0
Ishares Bitcoin Trust ETF
411
+ 39.07%
N/A
1.46K $0
Linde PLC
189
+ 45.11%
N/A
608 $0
Nuveen Churchill Direct Lend
158K
+ 46.28%
N/A
499K $0
Knife River Corp
10
+ 3.47%
N/A
298 $0
PSA
Public Storage

Real Estate
2
+ 1.65%
$266.31 - $309.77 $533 - $620
123 $36K
HURN
Huron Consulting Group Inc.

Industrials
12
+ 4.98%
$132.14 - $153.61 $1.59K - $1.84K
253 $34K
Ge Vernova Inc
16
+ 5.48%
N/A
308 $0
O
Realty Income Corp

Real Estate
9
+ 2.33%
$52.27 - $58.52 $470 - $527
396 $22K
ANIP
Ani Pharmaceuticals Inc

Healthcare
12
+ 3.29%
$57.79 - $72.95 $693 - $875
377 $24K
Blackrock Inc
262
+ 240.37%
N/A
371 $0
Coherent Corp
109
+ 21.58%
N/A
614 $0
GILD
Gilead Sciences, Inc.

Healthcare
8
+ 0.59%
$96.91 - $113.0 $775 - $904
1.37K $152K
ICUI
Icu Medical Inc

Healthcare
4
+ 2.45%
$127.74 - $151.04 $511 - $604
167 $22K
CGMS
Capital Grp Core Plus Income E
59
+ 0.81%
N/A
7.34K $0
WSO
Watsco Inc

Industrials
5
+ 10.2%
$421.84 - $520.66 $2.11K - $2.6K
54 $23K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9
+ 0.94%
$24.32 - $27.87 $219 - $251
965 $25K
NNY
Nuveen New York Municipal Value Fund

Financial Services
47
+ 1.07%
$7.96 - $8.35 $374 - $392
4.43K $35K
MLPX
Global X Mlp & Energy Infrastr

ETFs
14
+ 1.31%
$55.32 - $65.02 $774 - $910
1.08K $67K
INTA
Intapp, Inc.

Technology
18
+ 4.44%
$48.49 - $59.55 $873 - $1.07K
423 $21K
AMH
American Homes 4 Rent

Real Estate
18
+ 1.62%
$32.8 - $39.31 $590 - $708
1.13K $40K
MMSI
Merit Medical Systems Inc

Healthcare
24
+ 8.11%
$88.48 - $107.04 $2.12K - $2.57K
320 $29K
ACIW
Aci Worldwide, Inc.

Technology
11
+ 2.46%
$44.59 - $57.17 $490 - $629
459 $21K
SNY
Sanofi

Healthcare
718
+ 13.24%
$47.62 - $55.44 $34.2K - $39.8K
6.14K $296K
LOW
Lowes Companies Inc

Consumer Cyclical
121
+ 4.51%
$210.83 - $235.28 $25.5K - $28.5K
2.81K $622K
INTC
Intel Corp

Technology
73
+ 0.42%
$18.13 - $22.69 $1.32K - $1.66K
17.5K $392K
SHEL
Shell PLC

Energy
7
+ 0.43%
$59.75 - $73.05 $418 - $511
1.65K $115K
INVH
Invitation Homes Inc.

Real Estate
5
+ 0.2%
$30.53 - $35.47 $153 - $177
2.48K $81K
CL
Colgate Palmolive CO

Consumer Defensive
5
+ 0.2%
$87.57 - $96.0 $438 - $480
2.45K $222K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
2
+ 0.39%
$99.46 - $129.39 $199 - $259
510 $57K
MRK
Merck & Co., Inc.

Healthcare
290
+ 9.18%
$73.47 - $87.12 $21.3K - $25.3K
3.45K $272K
COP
Conocophillips

Energy
279
+ 10.13%
$82.66 - $106.1 $23.1K - $29.6K
3.03K $272K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3
+ 0.04%
$45.07 - $52.57 $135 - $158
8.25K $402K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
581
+ 343.79%
$87.84 - $1441.89 $51K - $838K
750 $67K
UNH
Unitedhealth Group Inc

Healthcare
2.34K
+ 53.81%
$274.35 - $599.47 $641K - $1.4M
6.68K $2.08M
AAPL
Apple Inc.

Technology
1.54K
+ 2.66%
$172.42 - $223.89 $265K - $344K
59.4K $12.2M
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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