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
AME
Ametek Inc

Industrials
819
New
$170.39 - $190.43 $140K - $156K
819 $140K
BMY
Bristol Myers Squibb CO

Healthcare
2.31K
New
$53.9 - $63.11 $124K - $146K
2.31K $140K
EMN
Eastman Chemical CO

Basic Materials
1.58K
New
$87.05 - $103.47 $138K - $164K
1.58K $139K
DHR
Danaher Corp

Healthcare
674
New
$201.62 - $250.59 $136K - $169K
674 $138K
CI
Cigna Corp

Healthcare
420
New
$274.49 - $329.0 $115K - $138K
420 $138K
CHTR
Charter Communications, Inc.

Communication Services
374
New
$334.89 - $384.77 $125K - $144K
374 $137K
TXN
Texas Instruments Inc

Technology
704
New
N/A
704 $136K
SLB
Schlumberger Limited

Energy
3.27K
New
$38.4 - $43.74 $126K - $143K
3.27K $136K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
3.91K
New
$32.02 - $41.58 $125K - $163K
3.91K $128K
BR
Broadridge Financial Solutions, Inc.

Technology
528
New
$221.46 - $244.83 $117K - $129K
528 $128K
VOE
Vanguard Mid Cap Value Index F

ETFs
799
New
$156.61 - $168.02 $125K - $134K
799 $127K
TRU
Trans Union

Industrials
1.54K
New
$80.45 - $100.25 $123K - $154K
1.54K $127K
SNPS
Synopsys Inc

Technology
293
New
$428.58 - $551.54 $126K - $162K
293 $125K
GLD
Spdr Gold Trust

ETFs
433
New
$243.19 - $288.14 $105K - $125K
433 $124K
NOW
Service Now, Inc.

Technology
156
New
$783.83 - $1170.39 $122K - $183K
156 $124K
VBK
Vanguard Small Cap Growth ETF

ETFs
489
New
$247.97 - $296.33 $121K - $145K
489 $123K
EWJ
Ishares Msci Japan ETF

ETFs
1.77K
New
$65.24 - $71.7 $116K - $127K
1.77K $122K
ENB
Enbridge Inc

Energy
2.77K
New
$41.54 - $45.45 $115K - $126K
2.77K $122K
PEP
Pepsico Inc

Consumer Defensive
809
New
$142.64 - $156.42 $115K - $127K
809 $121K
SHEL
Shell PLC

Energy
1.64K
New
$62.84 - $73.29 $103K - $120K
1.64K $120K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
7.43K
New
$15.05 - $16.47 $112K - $122K
7.43K $119K
PLD
Prologis, Inc.

Real Estate
1.07K
New
$103.59 - $124.04 $110K - $132K
1.07K $119K
IEMG
Ishares Inc

ETFs
2.18K
New
N/A
2.18K $117K
BALL
Ball Corp

Consumer Cyclical
2.25K
New
$49.04 - $56.53 $111K - $127K
2.25K $117K
ICLR
Icon PLC

Healthcare
666
New
$174.99 - $222.58 $117K - $148K
666 $116K
ITB
Ishares Tr

ETFs
1.22K
New
$93.86 - $111.45 $115K - $136K
1.22K $116K
CVS
Cvs Health Corp

Healthcare
1.7K
New
$44.22 - $68.64 $75.1K - $117K
1.7K $115K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.02K
New
$56.17 - $59.71 $114K - $121K
2.02K $114K
BDX
Becton Dickinson & CO

Healthcare
502
New
$222.79 - $249.08 $112K - $125K
502 $114K
OKE
Oneok Inc

Energy
1.12K
New
$89.57 - $109.85 $100K - $123K
1.12K $111K
NXN
Nuveen New York Select Tax Free Income Portfolio

Financial Services
9.06K
New
$11.43 - $11.87 $103K - $107K
9.06K $107K
IBN
Icici Bank LTD

Financial Services
3.39K
New
$27.55 - $31.67 $93.3K - $107K
3.39K $106K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.3K
New
$80.21 - $86.14 $105K - $112K
1.3K $106K
UHAL
Amerco

Industrials
1.61K
New
$62.22 - $74.71 $100K - $120K
1.61K $105K
EPD
Enterprise Products Partners L.P.

Energy
3.05K
New
$31.75 - $34.14 $96.7K - $104K
3.05K $104K
IXJ
Ishares Global Healthcare ETF

ETFs
1.15K
New
$86.01 - $94.19 $98.8K - $108K
1.15K $104K
ES
Eversource Energy

Utilities
1.66K
New
$55.63 - $63.8 $92.5K - $106K
1.66K $103K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
6.23K
New
$16.06 - $16.99 $100K - $106K
6.23K $103K
TGT
Target Corp

Consumer Defensive
984
New
$103.65 - $142.5 $102K - $140K
984 $102K
MCD
Mcdonalds Corp

Consumer Cyclical
329
New
$279.74 - $321.29 $92K - $106K
329 $102K
CSL
Carlisle Companies Inc

Industrials
298
New
$326.43 - $408.24 $97.3K - $122K
298 $101K
EFX
Equifax Inc

Industrials
418
New
$235.63 - $278.34 $98.5K - $116K
418 $101K
TFX
Teleflex Inc

Healthcare
724
New
$130.79 - $183.66 $94.7K - $133K
724 $100K
ITOT
Ishares Core S&P Total U.S. St

ETFs
815
New
$120.29 - $134.6 $98K - $110K
815 $99K
ACGL
Arch Capital Group Ltd.

Financial Services
1.02K
New
$88.13 - $96.94 $89.5K - $98.5K
1.02K $97K
IAU
Ishares Gold Trust

ETFs
1.64K
New
$49.74 - $58.96 $81.6K - $96.8K
1.64K $96K
SHOP
Shopify Inc.

Technology
1.01K
New
$90.59 - $129.31 $91.5K - $131K
1.01K $96K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.03K
New
$92.71 - $107.38 $95.2K - $110K
1.03K $95K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
4.15K
New
$22.83 - $23.75 $94.6K - $98.4K
4.15K $95K
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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