Opal Wealth Advisors, LLC New Holdings in Q1 2025

Opal Wealth Advisors, LLC

  • $314 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
19.8K
New
$142.8 - $176.36 $2.83M - $3.49M
19.8K $3.42M
AIG
American International Group, Inc.

Financial Services
5.67K
New
$70.5 - $86.94 $399K - $493K
5.67K $492K
NSC
Norfolk Southern Corp

Industrials
1.5K
New
$227.69 - $259.76 $342K - $391K
1.5K $356K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
515
New
$507.05 - $563.67 $261K - $290K
515 $264K
IEFA
Ishares Tr

ETFs
3.38K
New
$69.57 - $78.65 $235K - $266K
3.38K $255K
VLO
Valero Energy Corp

Energy
1.93K
New
$121.76 - $142.99 $235K - $276K
1.93K $255K
PGR
Progressive Corp

Financial Services
844
New
$235.61 - $291.22 $199K - $246K
844 $238K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.92K
New
$34.58 - $45.76 $170K - $225K
4.92K $224K
PHM
Pultegroup Inc

Consumer Cyclical
2.16K
New
$101.09 - $118.51 $218K - $256K
2.16K $221K
FCX
Freeport Mcmoran Inc

Basic Materials
5.73K
New
$34.5 - $43.01 $198K - $247K
5.73K $217K
ZTS
Zoetis Inc.

Healthcare
1.21K
New
$156.48 - $175.67 $189K - $212K
1.21K $198K
CAH
Cardinal Health Inc

Healthcare
1.44K
New
$118.02 - $137.77 $170K - $199K
1.44K $198K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
6.22K
New
$29.06 - $32.62 $181K - $203K
6.22K $197K
USO
United States Oil Fund, LP

ETFs
2.51K
New
$70.89 - $84.34 $178K - $212K
2.51K $193K
MLM
Martin Marietta Materials Inc

Basic Materials
398
New
$460.39 - $552.64 $183K - $220K
398 $190K
AON
Aon PLC

Financial Services
477
New
$348.44 - $409.32 $166K - $195K
477 $190K
VGSH
Vanguard

ETFs
3.24K
New
$58.07 - $58.68 $188K - $190K
3.24K $189K
NRG
Nrg Energy, Inc.

Utilities
1.97K
New
$84.82 - $113.33 $167K - $224K
1.97K $188K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
767
New
$208.48 - $244.03 $160K - $187K
767 $187K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.97K
New
$62.72 - $71.92 $186K - $214K
2.97K $187K
GWW
W.W. Grainger, Inc.

Industrials
189
New
$953.54 - $1132.42 $180K - $214K
189 $186K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.57K
New
$69.69 - $79.99 $179K - $206K
2.57K $183K
CTVA
Corteva, Inc.

Basic Materials
2.86K
New
$55.94 - $66.15 $160K - $189K
2.86K $180K
EQIX
Equinix Inc

Real Estate
209
New
$803.0 - $959.97 $168K - $201K
209 $170K
SE
Sea LTD

Consumer Cyclical
1.3K
New
$104.87 - $146.31 $136K - $189K
1.3K $168K
VNQ
Vanguard Specialized Funds Van

ETFs
1.87K
New
$85.55 - $94.34 $160K - $176K
1.87K $167K
VRSK
Verisk Analytics, Inc.

Industrials
554
New
$268.63 - $301.33 $149K - $167K
554 $164K
MA
Mastercard Inc

Financial Services
299
New
$504.67 - $576.31 $151K - $172K
299 $163K
DSTL
ETF Ser Solution Distillate Us

ETFs
2.97K
New
$53.28 - $57.28 $158K - $170K
2.97K $161K
LHX
L3 Harris Technologies, Inc.

Industrials
761
New
$194.65 - $222.86 $148K - $170K
761 $159K
CME
Cme Group Inc.

Financial Services
593
New
$225.82 - $266.54 $134K - $158K
593 $157K
APD
Air Products & Chemicals, Inc.

Basic Materials
530
New
$283.24 - $338.07 $150K - $179K
530 $156K
AJG
Arthur J. Gallagher & Co.

Financial Services
453
New
$275.89 - $345.24 $125K - $156K
453 $156K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
244
New
$634.14 - $744.83 $155K - $182K
244 $154K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.35K
New
$65.15 - $91.81 $153K - $216K
2.35K $153K
RACE
Ferrari N.V.

Consumer Cyclical
356
New
$413.73 - $508.15 $147K - $181K
356 $152K
GILD
Gilead Sciences, Inc.

Healthcare
1.36K
New
$89.14 - $117.41 $122K - $160K
1.36K $152K
SPOT
Spotify Technology S.A.

Communication Services
276
New
$457.79 - $648.32 $126K - $179K
276 $151K
BSX
Boston Scientific Corp

Healthcare
1.49K
New
$89.38 - $106.18 $133K - $158K
1.49K $150K
PG
Procter & Gamble CO

Consumer Defensive
872
New
$158.56 - $176.26 $138K - $154K
872 $148K
TRMB
Trimble Inc.

Technology
2.27K
New
$65.52 - $77.49 $148K - $176K
2.27K $148K
VUG
Vanguard Growth ETF

ETFs
401
New
$369.1 - $427.61 $148K - $171K
401 $148K
XLB
Select Sector Spdr Fd Material

ETFs
1.75K
New
$83.19 - $90.99 $146K - $159K
1.75K $148K
CNC
Centene Corp

Healthcare
2.43K
New
$55.93 - $65.89 $136K - $160K
2.43K $147K
STX
Seagate Technology Holdings PLC

Technology
1.71K
New
$84.92 - $108.42 $145K - $185K
1.71K $145K
AEP
American Electric Power CO Inc

Utilities
1.32K
New
$90.32 - $109.27 $120K - $145K
1.32K $144K
OXY
Occidental Petroleum Corp

Energy
2.9K
New
$45.45 - $52.7 $132K - $153K
2.9K $142K
MNST
Monster Beverage Corp

Consumer Defensive
2.43K
New
$46.16 - $58.58 $112K - $142K
2.43K $142K
ISCG
Ishares Morningstar Small Cap

ETFs
3.15K
New
$44.44 - $52.05 $140K - $164K
3.15K $141K
Activity Summary
Buys All Purchases 440 New Holdings 344 Increased Positions 96 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 1 Puts 0
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