Opal Wealth Advisors, LLC New Holdings in Q2 2025

Opal Wealth Advisors, LLC

  • $348 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
48.4K
New
$45.12 - $46.32 $2.19M - $2.24M
48.4K $2.24M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
14.2K
New
$20.16 - $23.26 $287K - $331K
14.2K $310K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
18.7K
New
$11.7 - $14.28 $218K - $266K
18.7K $265K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
21.6K
New
$10.42 - $12.26 $225K - $265K
21.6K $265K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
16.2K
New
$13.96 - $16.51 $226K - $267K
16.2K $263K
DTE
Dte Energy CO

Utilities
1.1K
New
$127.39 - $139.49 $140K - $153K
1.1K $145K
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.48K
New
$37.08 - $42.26 $129K - $147K
3.48K $144K
KR
Kroger CO

Consumer Defensive
2K
New
$64.62 - $74.0 $129K - $148K
2K $143K
XEL
Xcel Energy Inc

Utilities
2.08K
New
$65.65 - $72.39 $137K - $151K
2.08K $141K
AWK
American Water Works Company, Inc.

Utilities
721
New
$133.82 - $151.96 $96.5K - $110K
721 $100K
ETR
Entergy Corp

Utilities
880
New
$79.01 - $86.61 $69.5K - $76.2K
880 $73K
DGX
Quest Diagnostics Inc

Healthcare
522
New
N/A
522 $71K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
254
New
$179.95 - $278.88 $45.7K - $70.8K
254 $70K
ATO
Atmos Energy Corp

Utilities
450
New
$145.06 - $162.66 $65.3K - $73.2K
450 $69K
SONY
Sony Group Corp

Technology
2.66K
New
$21.24 - $26.88 $56.4K - $71.4K
2.66K $69K
QS
Quantum Scape Corp

Consumer Cyclical
10K
New
$3.47 - $7.65 $34.7K - $76.5K
10K $67K
IGV
Ishares Expanded Tech Software

ETFs
584
New
$80.15 - $109.5 $46.8K - $63.9K
584 $63K
VONE
Vanguard Russell 1000 ETF

ETFs
215
New
$225.48 - $280.86 $48.5K - $60.4K
215 $60K
FNV
Franco Nevada Corp

Basic Materials
347
New
$143.04 - $178.17 $49.6K - $61.8K
347 $56K
VIS
Vanguard Industrial ETF

ETFs
199
New
$220.04 - $280.07 $43.8K - $55.7K
199 $55K
BP
Bp PLC

Energy
1.84K
New
$26.11 - $33.81 $47.9K - $62K
1.84K $54K
BCS
Barclays PLC

Financial Services
2.88K
New
$12.69 - $18.61 $36.5K - $53.5K
2.88K $53K
EUFN
Ishares Msci Europe Financials

ETFs
1.42K
New
$24.77 - $32.27 $35.3K - $46K
1.42K $45K
CHD
Church & Dwight CO Inc

Consumer Defensive
465
New
$91.57 - $110.76 $42.6K - $51.5K
465 $44K
IWD
Ishares Russell 1000 Val ETF

ETFs
223
New
$166.82 - $194.23 $37.2K - $43.3K
223 $43K
CSX
Csx Corp

Industrials
1.34K
New
$26.69 - $32.91 $35.8K - $44.1K
1.34K $43K
TSCO
Tractor Supply CO

Consumer Cyclical
666
New
$47.86 - $55.77 $31.9K - $37.1K
666 $35K
LYG
Lloyds Banking Group PLC

Financial Services
8.28K
New
$3.32 - $4.29 $27.5K - $35.5K
8.28K $35K
NKE
Nike, Inc.

Consumer Cyclical
494
New
$53.27 - $72.04 $26.3K - $35.6K
494 $35K
LMB
Limbach Holdings, Inc.

Industrials
229
New
$69.3 - $142.14 $15.9K - $32.6K
229 $32K
HSBC
Hsbc Holdings PLC

Financial Services
511
New
$46.68 - $61.09 $23.9K - $31.2K
511 $31K
PICK
Ishares Inc Msci Global Select

ETFs
841
New
$30.23 - $38.24 $25.4K - $32.2K
841 $31K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.23K
New
$10.79 - $14.14 $24K - $31.5K
2.23K $30K
IDXX
Idexx Laboratories Inc

Healthcare
55
New
$361.04 - $536.34 $19.9K - $29.5K
55 $29K
CYBR
Cyber Ark Software Ltd.

Technology
73
New
$305.98 - $406.88 $22.3K - $29.7K
73 $29K
LPG
Dorian Lpg Ltd.

Energy
1.19K
New
$17.34 - $25.75 $20.5K - $30.5K
1.19K $28K
IWM
Ishares Russell 2000 ETF

ETFs
131
New
$174.82 - $215.79 $22.9K - $28.3K
131 $28K
EVR
Evercore Inc.

Financial Services
99
New
$163.77 - $271.5 $16.2K - $26.9K
99 $26K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
85
New
$177.93 - $313.14 $15.1K - $26.6K
85 $26K
TMDX
Trans Medics Group, Inc.

Healthcare
191
New
$67.67 - $143.04 $12.9K - $27.3K
191 $25K
TM
Toyota Motor Corp

Consumer Cyclical
142
New
$158.63 - $195.39 $22.5K - $27.7K
142 $24K
DVN
Devon Energy Corp

Energy
772
New
$26.8 - $37.92 $20.7K - $29.3K
772 $24K
IESC
Ies Holdings, Inc.

Industrials
84
New
$160.58 - $296.23 $13.5K - $24.9K
84 $24K
APH
Amphenol Corp

Technology
252
New
$59.09 - $98.75 $14.9K - $24.9K
252 $24K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
841
New
$19.5 - $30.4 $16.4K - $25.6K
841 $24K
PATK
Patrick Industries Inc

Consumer Cyclical
263
New
$74.33 - $93.03 $19.5K - $24.5K
263 $24K
FN
Fabrinet

Technology
83
New
$171.03 - $298.93 $14.2K - $24.8K
83 $24K
BLOK
Amplify ETF Tr Trnsformational

ETFs
422
New
$32.56 - $57.11 $13.7K - $24.1K
422 $24K
EQT
Eqt Corp

Energy
391
New
$46.11 - $60.44 $18K - $23.6K
391 $22K
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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