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
AVNT
Avient Corp

Basic Materials
573
New
$36.91 - $44.21 $21.1K - $25.3K
573 $21K
VNT
Vontier Corp

Technology
650
New
$32.1 - $40.32 $20.9K - $26.2K
650 $21K
MOD
Modine Manufacturing CO

Consumer Cyclical
278
New
$76.06 - $142.68 $21.1K - $39.7K
278 $21K
FAF
First American Financial Corp

Financial Services
321
New
$57.7 - $66.47 $18.5K - $21.3K
321 $21K
ENTG
Entegris Inc

Technology
247
New
$87.48 - $109.53 $21.6K - $27.1K
247 $21K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
414
New
$50.87 - $51.09 $21.1K - $21.2K
414 $21K
ITA
Ishares Tr

ETFs
142
New
$144.84 - $159.5 $20.6K - $22.6K
142 $21K
HIG
Hartford Financial Services Group, Inc.

Financial Services
171
New
$106.31 - $123.73 $18.2K - $21.2K
171 $21K
TFC
Truist Financial Corp

Financial Services
493
New
$39.48 - $48.15 $19.5K - $23.7K
493 $20K
IPAR
Inter Parfums Inc

Consumer Defensive
182
New
$113.87 - $144.54 $20.7K - $26.3K
182 $20K
TLT
Ishares Barclays 20+ Year Trea

ETFs
222
New
$85.29 - $92.57 $18.9K - $20.6K
222 $20K
HAE
Haemonetics Corp

Healthcare
324
New
$59.34 - $80.05 $19.2K - $25.9K
324 $20K
VCIT
Vanguard Intermediate Term Cor

ETFs
252
New
$79.17 - $82.04 $20K - $20.7K
252 $20K
AWI
Armstrong World Industries Inc

Industrials
143
New
$136.0 - $154.19 $19.4K - $22K
143 $20K
EBAY
Ebay Inc

Consumer Cyclical
307
New
$61.61 - $70.93 $18.9K - $21.8K
307 $20K
PRGS
Progress Software Corp

Technology
389
New
$51.39 - $65.26 $20K - $25.4K
389 $20K
ROLL
Rbc Bearings Inc

Industrials
65
New
N/A
65 $15K
Grayscale Bitcoin Mini Tr Et
733
New
N/A
733 $0
Ishares Bitcoin Trust ETF
1.05K
New
N/A
1.05K $0
Linde PLC
419
New
N/A
419 $0
Te Connectivity PLC
163
New
N/A
163 $0
Atlassian Corporation
295
New
N/A
295 $0
Siriusxm Holdings Inc
1.11K
New
N/A
1.11K $0
Coherent Corp
505
New
N/A
505 $0
Digitalbridge Group Inc
8.25K
New
N/A
8.25K $0
Ge Vernova Inc
292
New
N/A
292 $0
Fidelity Wise Origin Bitcoin
2.5K
New
N/A
2.5K $0
Lam Research Corp
614
New
N/A
614 $0
JGRO
J P Morgan Exchange Traded Fd
568
New
N/A
568 $0
Valued Advisers Tr
1.59K
New
N/A
1.59K $0
Pimco ETF Tr
4.99K
New
N/A
4.99K $0
Kenvue Inc
903
New
N/A
903 $0
CGMS
Capital Grp Core Plus Income E
7.28K
New
N/A
7.28K $0
CGMU
Capital Group Core Plus Income
1.72K
New
N/A
1.72K $0
Capital Grp Fixed Incm ETF T
1.04K
New
N/A
1.04K $0
Capital Group Core Balanced
663
New
N/A
663 $0
Canadian Pacific Kansas City
1.63K
New
N/A
1.63K $0
Blackrock Inc
109
New
N/A
109 $0
Veralto Corp
465
New
N/A
465 $0
Blackrock ETF Trust Ii
388
New
N/A
388 $0
Knife River Corp
288
New
N/A
288 $0
Blackrock ETF Trust
1.82K
New
N/A
1.82K $0
Vaneck Ethereum Tr
759
New
N/A
759 $0
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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