Opal Wealth Advisors, LLC Reduced Holdings in Q3 2025

Opal Wealth Advisors, LLC

  • $347 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-2.83K
- 42.34%
$237.77 - $353.61 $672K - $1M
3.85K $1.33M
AAPL
Apple Inc.

Technology
-14K
- 23.63%
$202.38 - $256.87 $2.84M - $3.61M
45.4K $11.6M
NFLX
Netflix Inc

Communication Services
-248
- 26.78%
$1147.87 - $1297.18 $285K - $322K
678 $812K
LLY
Eli Lilly & CO

Healthcare
-412
- 34.59%
$625.65 - $812.69 $258K - $335K
779 $594K
GLD
Spdr Gold Trust

ETFs
-918
- 51.6%
$300.96 - $355.47 $276K - $326K
861 $306K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.21K
- 29.43%
$55.15 - $58.11 $232K - $245K
10.1K $580K
V
Visa Inc.

Financial Services
-265
- 5.14%
$332.09 - $358.86 $88K - $95.1K
4.89K $1.67M
GS
Goldman Sachs Group Inc

Financial Services
-272
- 43.24%
$696.56 - $806.32 $189K - $219K
357 $284K
CRM
Salesforce, Inc.

Technology
-377
- 28.96%
$231.66 - $273.65 $87.3K - $103K
925 $219K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.19K
- 33.19%
$107.27 - $113.94 $127K - $135K
2.39K $271K
UNP
Union Pacific Corp

Industrials
-490
- 18.48%
$214.91 - $237.16 $105K - $116K
2.16K $511K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.71K
- 7.55%
$50.53 - $50.82 $86.4K - $86.9K
20.9K $1.06M
AMZN
Amazon Com Inc

Consumer Cyclical
-356
- 2.7%
$211.65 - $238.24 $75.3K - $84.8K
12.8K $2.81M
SNY
Sanofi

Healthcare
-1.43K
- 23.21%
$45.07 - $51.35 $64.3K - $73.2K
4.72K $222K
SYK
Stryker Corp

Healthcare
-68
- 3.6%
$368.57 - $403.53 $25.1K - $27.4K
1.82K $673K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-2.93K
- 4.92%
$25.39 - $25.57 $74.3K - $74.8K
56.5K $1.45M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.55K
- 22.97%
$39.37 - $44.24 $101K - $113K
8.56K $374K
DIS
Walt Disney CO

Communication Services
-32
- 0.49%
$112.25 - $124.0 $3.59K - $3.97K
6.45K $738K
C
Citigroup Inc

Financial Services
-1.81K
- 25.14%
$85.57 - $103.49 $155K - $187K
5.39K $547K
CMCSA
Comcast Corp

Communication Services
-732
- 10.28%
$31.41 - $36.33 $23K - $26.6K
6.39K $200K
SPOT
Spotify Technology S.A.

Communication Services
-39
- 11.5%
$620.01 - $738.53 $24.2K - $28.8K
300 $209K
FCX
Freeport Mcmoran Inc

Basic Materials
-427
- 5.31%
$35.34 - $47.21 $15.1K - $20.2K
7.62K $298K
CSCO
Cisco Systems, Inc.

Technology
-440
- 2.63%
$66.2 - $71.79 $29.1K - $31.6K
16.3K $1.11M
ABT
Abbott Laboratories

Healthcare
-287
- 9.14%
$120.51 - $136.62 $34.6K - $39.2K
2.85K $382K
WMT
Walmart Inc.

Consumer Defensive
-794
- 11.23%
$94.4 - $104.27 $75K - $82.8K
6.28K $646K
ITW
Illinois Tool Works Inc

Industrials
-259
- 13.34%
$252.31 - $269.41 $65.3K - $69.8K
1.68K $438K
SPY
Spdr S&P 500 ETF Trust

ETFs
-520
- 8.07%
$617.65 - $666.84 $321K - $347K
5.92K $3.94M
ABNB
Airbnb, Inc.

Consumer Cyclical
-100
- 5.65%
$118.3 - $142.16 $11.8K - $14.2K
1.67K $202K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-82
- 5.98%
$259.44 - $278.65 $21.3K - $22.8K
1.29K $334K
JCI
Johnson Controls International PLC

Industrials
-373
- 12.38%
$103.24 - $111.73 $38.5K - $41.7K
2.64K $290K
BAC
Bank Of America Corp

Financial Services
-1.77K
- 11.13%
$44.92 - $52.42 $79.7K - $93K
14.2K $730K
APO
Apollo Global Management, Inc.

Financial Services
-27
- 1.35%
$131.55 - $156.05 $3.55K - $4.21K
1.97K $262K
COF
Capital One Financial Corp

Financial Services
-95
- 4.63%
$207.29 - $229.74 $19.7K - $21.8K
1.96K $416K
BA
Boeing CO

Industrials
-127
- 8.73%
$209.79 - $237.38 $26.6K - $30.1K
1.33K $286K
AXP
American Express CO

Financial Services
-153
- 5.88%
$294.27 - $342.31 $45K - $52.4K
2.45K $812K
LUV
Southwest Airlines CO

Industrials
-222
- 2.43%
$29.06 - $37.7 $6.45K - $8.37K
8.91K $284K
FISV
Fiserv Inc

Technology
-82
- 4.27%
N/A
1.84K $229K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-684
- 6.86%
$42.39 - $44.63 $29K - $30.5K
9.28K $413K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-249
- 4.77%
$45.6 - $46.92 $11.4K - $11.7K
4.97K $232K
COP
Conocophillips

Energy
-237
- 7.81%
$91.0 - $98.99 $21.6K - $23.5K
2.8K $264K
MRK
Merck & Co., Inc.

Healthcare
-302
- 8.76%
$77.6 - $87.37 $23.4K - $26.4K
3.15K $264K
PFE
Pfizer Inc

Healthcare
-673
- 6.98%
$23.29 - $25.88 $15.7K - $17.4K
8.97K $228K
TMUS
T Mobile Us, Inc.

Communication Services
-15
- 1.44%
$226.02 - $259.01 $3.39K - $3.89K
1.03K $245K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-48
- 0.39%
$20.84 - $21.03 $1K - $1.01K
12.3K $256K
UTES
Virtus Reaves Utilities ETF
-117
- 3.04%
N/A
3.73K $0
Morgan Stanley Direct Lendin
-3.21K
- 18.01%
N/A
14.6K $0
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-16
- 0.56%
$70.85 - $76.96 $1.13K - $1.23K
2.86K $217K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
-849
- 3.74%
$20.5 - $21.65 $17.4K - $18.4K
21.8K $469K
FVD
First Tr Value Line Divid Inde

ETFs
-13
- 0.18%
$44.73 - $46.86 $581 - $609
7.37K $340K
Activity Summary
Buys All Purchases 104 New Holdings 7 Increased Positions 97 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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