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
NNY
Nuveen New York Municipal Value Fund

Financial Services
4.38K
New
$8.05 - $8.36 $35.3K - $36.7K
4.38K $36K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
2.57K
New
$14.19 - $15.01 $36.5K - $38.6K
2.57K $36K
CASH
Meta Financial Group Inc

Financial Services
486
New
$69.94 - $81.54 $34K - $39.6K
486 $35K
TPR
Tapestry, Inc.

Consumer Cyclical
504
New
$65.63 - $89.21 $33.1K - $45K
504 $35K
SNA
Snap On Inc

Industrials
104
New
$324.09 - $358.62 $33.7K - $37.3K
104 $35K
PNC
Pnc Financial Services Group, Inc.

Financial Services
201
New
$168.84 - $202.89 $33.9K - $40.8K
201 $35K
PII
Polaris Inc.

Consumer Cyclical
856
New
$40.9 - $58.36 $35K - $50K
856 $35K
ENSG
Ensign Group, Inc

Healthcare
278
New
$125.4 - $148.86 $34.9K - $41.4K
278 $35K
KMI
Kinder Morgan, Inc.

Energy
1.23K
New
$26.1 - $31.22 $32.1K - $38.4K
1.23K $35K
VVV
Valvoline Inc

Energy
1.02K
New
$34.44 - $40.19 $35K - $40.9K
1.02K $35K
ESE
Esco Technologies Inc

Technology
219
New
$128.92 - $169.65 $28.2K - $37.2K
219 $34K
BDC
Belden Inc.

Technology
348
New
$99.82 - $122.07 $34.7K - $42.5K
348 $34K
HURN
Huron Consulting Group Inc.

Industrials
241
New
$121.09 - $152.46 $29.2K - $36.7K
241 $34K
PAYC
Paycom Software, Inc.

Technology
159
New
$199.42 - $225.82 $31.7K - $35.9K
159 $34K
TIP
Ishares Tr Tips Bd ETF

ETFs
307
New
$106.22 - $111.09 $32.6K - $34.1K
307 $34K
CWST
Casella Waste Systems Inc

Industrials
308
New
$104.2 - $115.86 $32.1K - $35.7K
308 $34K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
12K
New
$2.86 - $9.78 $34.3K - $117K
12K $34K
PRF
Invesco Exchange Traded Fd Tr

ETFs
826
New
$39.4 - $42.61 $32.5K - $35.2K
826 $33K
IDA
Idacorp Inc

Utilities
289
New
$105.58 - $119.04 $30.5K - $34.4K
289 $33K
WSBC
Wesbanco Inc

Financial Services
1.09K
New
$30.36 - $37.08 $33.1K - $40.4K
1.09K $33K
NMIH
Nmi Holdings, Inc.

Financial Services
917
New
$34.46 - $39.13 $31.6K - $35.9K
917 $33K
MU
Micron Technology Inc

Technology
380
New
$86.89 - $109.38 $33K - $41.6K
380 $33K
BANR
Banner Corp

Financial Services
530
New
$62.19 - $71.35 $33K - $37.8K
530 $33K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
661
New
$49.67 - $51.43 $32.8K - $34K
661 $33K
AVB
Avalonbay Communities Inc

Real Estate
153
New
$207.86 - $228.08 $31.8K - $34.9K
153 $32K
FNF
Fidelity National Financial, Inc.

Financial Services
498
New
$54.25 - $65.27 $27K - $32.5K
498 $32K
CEG
Constellation Energy Corp

Utilities
163
New
$201.63 - $347.44 $32.9K - $56.6K
163 $32K
NPO
Enpro Industries, Inc

Industrials
198
New
$161.21 - $207.46 $31.9K - $41.1K
198 $32K
LGND
Ligand Pharmaceuticals Inc

Healthcare
305
New
$105.14 - $122.23 $32.1K - $37.3K
305 $32K
SITM
Sitime Corp

Technology
210
New
$150.28 - $257.0 $31.6K - $54K
210 $32K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
324
New
$94.87 - $96.11 $30.7K - $31.1K
324 $31K
TT
Trane Technologies PLC

Industrials
93
New
$332.0 - $400.86 $30.9K - $37.3K
93 $31K
A
Agilent Technologies, Inc.

Healthcare
267
New
$116.69 - $152.6 $31.2K - $40.7K
267 $31K
WEC
Wec Energy Group, Inc.

Utilities
290
New
$92.12 - $108.98 $26.7K - $31.6K
290 $31K
MMSI
Merit Medical Systems Inc

Healthcare
296
New
$95.64 - $110.29 $28.3K - $32.6K
296 $31K
LEN
Lennar Corp

Consumer Cyclical
263
New
$113.93 - $141.54 $30K - $37.2K
263 $30K
PRU
Prudential Financial Inc

Financial Services
273
New
$105.04 - $122.33 $28.7K - $33.4K
273 $30K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
1.18K
New
$25.57 - $29.31 $30K - $34.4K
1.18K $30K
MGY
Magnolia Oil & Gas Corp

Energy
1.2K
New
$22.26 - $26.58 $26.8K - $32K
1.2K $30K
VBTX
Veritex Holdings, Inc.

Financial Services
1.23K
New
$23.47 - $27.67 $28.8K - $34K
1.23K $30K
KAI
Kadant Inc

Industrials
89
New
$335.28 - $398.39 $29.8K - $35.5K
89 $29K
DEO
Diageo PLC

Consumer Defensive
285
New
$104.79 - $126.12 $29.9K - $35.9K
285 $29K
HLN
Haleon PLC

Healthcare
2.84K
New
$9.02 - $10.67 $25.7K - $30.3K
2.84K $29K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
3.13K
New
$9.03 - $17.11 $28.2K - $53.5K
3.13K $29K
SUI
Sun Communities Inc

Real Estate
227
New
$120.53 - $136.43 $27.4K - $31K
227 $29K
SOXX
Ishares Semiconductor ETF

ETFs
157
New
$188.17 - $235.81 $29.5K - $37K
157 $29K
EFSC
Enterprise Financial Services Corp

Financial Services
525
New
$53.74 - $61.95 $28.2K - $32.5K
525 $28K
FSS
Federal Signal Corp

Industrials
394
New
$73.55 - $101.32 $29K - $39.9K
394 $28K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
266
New
$100.91 - $174.52 $26.8K - $46.4K
266 $28K
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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