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
EA
Electronic Arts Inc.

Communication Services
194
New
$116.53 - $146.29 $22.6K - $28.4K
194 $28K
KEX
Kirby Corp

Industrials
281
New
$95.1 - $112.81 $26.7K - $31.7K
281 $28K
PSX
Phillips 66

Energy
231
New
$113.93 - $131.55 $26.3K - $30.4K
231 $28K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
756
New
$36.63 - $37.45 $27.7K - $28.3K
756 $27K
STRL
Sterling Construction CO Inc

Industrials
245
New
$108.65 - $200.56 $26.6K - $49.1K
245 $27K
XYLD
Global X Fds S&P 500 Covered C

ETFs
700
New
$39.02 - $42.89 $27.3K - $30K
700 $27K
VMC
Vulcan Materials CO

Basic Materials
116
New
$220.9 - $277.54 $25.6K - $32.2K
116 $27K
MTDR
Matador Resources CO

Energy
541
New
$44.79 - $63.77 $24.2K - $34.5K
541 $27K
KD
Kyndryl Holdings, Inc.

Technology
867
New
$31.32 - $43.45 $27.2K - $37.7K
867 $27K
VHT
Vanguard Health Care ETF

ETFs
105
New
$254.06 - $273.83 $26.7K - $28.8K
105 $27K
PNR
Pentair PLC

Industrials
320
New
$84.0 - $105.35 $26.9K - $33.7K
320 $27K
USRT
Ishares Core U.S. Reit ETF

ETFs
490
New
$55.14 - $60.29 $27K - $29.5K
490 $27K
NDAQ
Nasdaq, Inc.

Financial Services
344
New
$72.17 - $83.76 $24.8K - $28.8K
344 $26K
BIIB
Biogen Inc.

Healthcare
191
New
$133.43 - $153.27 $25.5K - $29.3K
191 $26K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
1.05K
New
$25.31 - $30.02 $26.4K - $31.4K
1.05K $26K
CCI
Crown Castle International Corp

Real Estate
254
New
$84.33 - $106.39 $21.4K - $27K
254 $26K
SNOW
Snowflake Inc.

Technology
181
New
$146.16 - $192.78 $26.5K - $34.9K
181 $26K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
946
New
$25.98 - $28.41 $24.6K - $26.9K
946 $26K
NSIT
Insight Enterprises Inc

Technology
180
New
$149.36 - $174.13 $26.9K - $31.3K
180 $26K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
956
New
$27.01 - $28.54 $25.8K - $27.3K
956 $26K
KRG
Kite Realty Group Trust

Real Estate
1.12K
New
$21.24 - $25.05 $23.8K - $28.1K
1.12K $25K
CB
Chubb LTD

Financial Services
84
New
$257.71 - $301.99 $21.6K - $25.4K
84 $25K
LMAT
Lemaitre Vascular Inc

Healthcare
304
New
$78.82 - $104.0 $24K - $31.6K
304 $25K
BK
Bank Of New York Mellon Corp

Financial Services
302
New
$75.42 - $88.95 $22.8K - $26.9K
302 $25K
LANC
Lancaster Colony Corp

Consumer Defensive
146
New
$166.07 - $196.44 $24.2K - $28.7K
146 $25K
TTD
Trade Desk, Inc.

Technology
447
New
$53.59 - $126.58 $24K - $56.6K
447 $24K
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
1.12K
New
$22.08 - $27.99 $24.7K - $31.3K
1.12K $24K
ACIW
Aci Worldwide, Inc.

Technology
448
New
$50.38 - $57.35 $22.6K - $25.7K
448 $24K
GTLS
Chart Industries Inc

Industrials
173
New
$141.99 - $218.35 $24.6K - $37.8K
173 $24K
DFS
Discover Financial Services

Financial Services
146
New
$152.99 - $203.25 $22.3K - $29.7K
146 $24K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
248
New
$96.88 - $148.78 $24K - $36.9K
248 $24K
WSO
Watsco Inc

Industrials
49
New
$463.86 - $530.75 $22.7K - $26K
49 $24K
ANIP
Ani Pharmaceuticals Inc

Healthcare
365
New
$53.93 - $68.36 $19.7K - $25K
365 $24K
WSM
Williams Sonoma Inc

Consumer Cyclical
153
New
$158.1 - $217.71 $24.2K - $33.3K
153 $24K
EVTC
Evertec, Inc.

Technology
649
New
$31.79 - $37.92 $20.6K - $24.6K
649 $23K
PTEN
Patterson Uti Energy Inc

Energy
2.84K
New
$7.15 - $9.45 $20.3K - $26.8K
2.84K $23K
CNP
Centerpoint Energy Inc

Utilities
640
New
$30.87 - $36.25 $19.8K - $23.2K
640 $23K
FELE
Franklin Electric CO Inc

Industrials
252
New
$93.38 - $106.03 $23.5K - $26.7K
252 $23K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
1.25K
New
$18.53 - $29.07 $23.1K - $36.2K
1.25K $23K
MS
Morgan Stanley

Financial Services
202
New
$111.68 - $141.08 $22.6K - $28.5K
202 $23K
ELV
Elevance Health, Inc.

Healthcare
53
New
$365.9 - $436.25 $19.4K - $23.1K
53 $23K
INTA
Intapp, Inc.

Technology
405
New
$57.21 - $74.1 $23.2K - $30K
405 $23K
CSGP
Costar Group, Inc.

Real Estate
301
New
$69.29 - $80.37 $20.9K - $24.2K
301 $23K
BRBR
Bellring Brands, Inc.

Consumer Defensive
318
New
$65.4 - $79.39 $20.8K - $25.2K
318 $23K
ENVA
Enova International, Inc.

Financial Services
239
New
$87.18 - $116.49 $20.8K - $27.8K
239 $23K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
1.35K
New
$16.4 - $22.98 $22.2K - $31.1K
1.35K $22K
O
Realty Income Corp

Real Estate
387
New
$51.67 - $58.49 $20K - $22.6K
387 $22K
ICUI
Icu Medical Inc

Healthcare
163
New
$130.05 - $172.3 $21.2K - $28.1K
163 $22K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
348
New
$64.88 - $72.1 $22.6K - $25.1K
348 $22K
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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