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
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.12K
New
$78.97 - $85.82 $88.4K - $96.1K
1.12K $93K
PLTR
Palantir Technologies Inc.

Technology
1.07K
New
$64.98 - $124.62 $69.5K - $133K
1.07K $90K
AMT
American Tower Corp

Real Estate
411
New
$173.46 - $217.6 $71.3K - $89.4K
411 $89K
ADSK
Autodesk, Inc.

Technology
365
New
N/A
365 $89K
MSCI
Msci Inc.

Financial Services
159
New
$541.46 - $628.34 $86.1K - $99.9K
159 $89K
MGM
Mgm Resorts International

Consumer Cyclical
3.02K
New
$29.64 - $40.37 $89.5K - $122K
3.02K $89K
MELI
Mercadolibre Inc

Consumer Cyclical
45
New
$1739.0 - $2260.0 $78.3K - $102K
45 $87K
OVV
Ovintiv Inc.

Energy
2.06K
New
$37.84 - $45.91 $77.8K - $94.4K
2.06K $87K
INVH
Invitation Homes Inc.

Real Estate
2.47K
New
$30.28 - $34.85 $74.8K - $86.1K
2.47K $86K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.16K
New
$16.57 - $18.85 $85.4K - $97.2K
5.16K $85K
KKR
Kkr & Co. Inc.

Financial Services
709
New
$108.17 - $167.07 $76.7K - $118K
709 $81K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
169
New
$402.49 - $513.76 $68K - $86.8K
169 $81K
PAYX
Paychex Inc

Industrials
529
New
$136.06 - $154.52 $72K - $81.7K
529 $81K
WM
Waste Management Inc

Industrials
341
New
$200.54 - $233.78 $68.4K - $79.7K
341 $78K
VDE
Vanguard Energy ETF

ETFs
602
New
$119.14 - $132.76 $71.7K - $79.9K
602 $77K
CDNS
Cadence Design Systems Inc

Technology
305
New
$233.96 - $324.52 $71.4K - $99K
305 $77K
CPNG
Coupang, Inc.

Consumer Cyclical
3.54K
New
$21.34 - $25.52 $75.6K - $90.4K
3.54K $77K
DE
Deere & CO

Industrials
165
New
$408.57 - $509.27 $67.4K - $84K
165 $77K
MDT
Medtronic PLC

Healthcare
839
New
$79.84 - $94.5 $67K - $79.3K
839 $75K
OTIS
Otis Worldwide Corp

Industrials
734
New
$90.77 - $104.01 $66.6K - $76.3K
734 $75K
QUAL
Ishares Msci Usa Quality Facto

ETFs
430
New
$168.16 - $186.21 $72.3K - $80.1K
430 $73K
TRGP
Targa Resources Corp.

Energy
365
New
$178.44 - $217.22 $65.1K - $79.3K
365 $73K
BKNG
Booking Holdings Inc.

Consumer Cyclical
16
New
$4295.4 - $5141.88 $68.7K - $82.3K
16 $73K
DCI
Donaldson CO Inc

Industrials
1.09K
New
$66.51 - $72.28 $72.4K - $78.6K
1.09K $72K
SNN
Smith & Nephew PLC

Healthcare
2.57K
New
$23.89 - $30.34 $61.5K - $78.1K
2.57K $72K
WCN
Waste Connections, Inc.

Industrials
373
New
$169.89 - $195.19 $63.4K - $72.8K
373 $72K
CELH
Celsius Holdings, Inc.

Consumer Defensive
2.02K
New
$21.28 - $35.62 $43K - $72K
2.02K $71K
AMAT
Applied Materials Inc

Technology
482
New
$145.06 - $195.51 $69.9K - $94.2K
482 $69K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.34K
New
$50.39 - $50.66 $67.7K - $68.1K
1.34K $68K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.07K
New
$59.6 - $67.2 $63.7K - $71.8K
1.07K $68K
WMB
Williams Companies, Inc.

Energy
1.14K
New
$54.02 - $61.09 $61.7K - $69.8K
1.14K $68K
TTE
Total Energies Se

Energy
998
New
N/A
998 $68K
GD
General Dynamics Corp

Industrials
244
New
$241.94 - $272.58 $59K - $66.5K
244 $66K
MUB
Ishares National Muni Bond ETF

ETFs
620
New
$104.71 - $107.69 $64.9K - $66.8K
620 $65K
EMR
Emerson Electric CO

Industrials
601
New
$108.64 - $131.17 $65.3K - $78.8K
601 $65K
MET
Metlife Inc

Financial Services
800
New
$77.7 - $87.0 $62.2K - $69.6K
800 $64K
ARKW
Ark Next Generation Internet E

ETFs
684
New
$91.59 - $125.64 $62.6K - $85.9K
684 $64K
UBS
Ubs Group Ag

Financial Services
2.11K
New
$30.28 - $35.78 $63.9K - $75.5K
2.11K $64K
SOUN
Soundhound Ai, Inc.

Technology
8K
New
$8.12 - $20.62 $65K - $165K
8K $64K
MNDY
Monday.Com Ltd.

Technology
263
New
$213.0 - $327.92 $56K - $86.2K
263 $63K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
508
New
$125.01 - $201.52 $63.5K - $102K
508 $63K
UL
Unilever PLC

Consumer Defensive
1.06K
New
$54.72 - $60.29 $57.8K - $63.7K
1.06K $62K
KLAC
Kla Corp

Technology
92
New
$636.62 - $777.63 $58.6K - $71.5K
92 $62K
VIG
Vanguard Dividend Appreciation

ETFs
335
New
N/A
335 $61K
MRVL
Marvell Technology, Inc.

Technology
989
New
$61.57 - $126.06 $60.9K - $125K
989 $60K
VOD
Vodafone Group Public LTD CO

Communication Services
6.39K
New
$8.05 - $9.86 $51.5K - $63K
6.39K $59K
ARES
Ares Management Corp

Financial Services
406
New
$140.19 - $198.28 $56.9K - $80.5K
406 $59K
MFC
Manulife Financial Corp

Financial Services
1.9K
New
$28.41 - $31.82 $54K - $60.5K
1.9K $59K
ADP
Automatic Data Processing Inc

Industrials
194
New
$286.85 - $318.64 $55.6K - $61.8K
194 $59K
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
Track This Portfolio

Track Opal Wealth Advisors, LLC Portfolio

Follow Opal Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Opal Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opal Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email