Opal Wealth Advisors, LLC Reduced Holdings in Q4 2024

Opal Wealth Advisors, LLC

  • $325 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NYF
Ishares New York Muni Bond ETF

ETFs
-18.1K
- 11.07%
$52.85 - $54.34 $958K - $985K
146K $7.75M
IEF
Ishares Barclays

ETFs
-6.05K
- 40.49%
$92.08 - $98.18 $557K - $594K
8.89K $822K
UNH
Unitedhealth Group Inc

Healthcare
-413
- 9.11%
$485.52 - $625.25 $201K - $258K
4.12K $2.09M
XLI
Industrial Sector Spdr

ETFs
-1.08K
- 1.86%
$131.76 - $143.99 $142K - $156K
56.9K $7.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-250
- 17.41%
$501.29 - $612.85 $125K - $153K
1.19K $616K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4.45K
- 2.7%
$50.67 - $50.9 $226K - $227K
160K $8.13M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-3.15K
- 6.55%
$42.79 - $44.9 $135K - $141K
44.9K $1.93M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-6.87K
- 10.43%
$25.35 - $25.53 $174K - $175K
58.9K $1.5M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-157
- 2.06%
$104.5 - $125.64 $16.4K - $19.7K
7.48K $781K
UBER
Uber Technologies, Inc

Technology
-476
- 5.08%
$59.93 - $86.34 $28.5K - $41.1K
8.9K $536K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.67K
- 26.96%
$67.29 - $73.38 $112K - $122K
4.52K $306K
AZN
Astrazeneca PLC

Healthcare
-1.23K
- 25.08%
$63.2 - $79.58 $77.9K - $98.1K
3.68K $241K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.09K
- 38.25%
$126.68 - $134.74 $138K - $146K
1.75K $223K
NXPI
Nxp Semiconductors N.V.

Technology
-412
- 28.67%
$207.27 - $255.58 $85.4K - $105K
1.03K $213K
CMCSA
Comcast Corp

Communication Services
-1.99K
- 24.06%
$37.39 - $45.14 $74.6K - $90K
6.29K $236K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-380
- 0.42%
$49.79 - $51.14 $18.9K - $19.4K
90.4K $4.53M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-974
- 14.1%
$103.6 - $112.52 $101K - $110K
5.94K $622K
AMGN
Amgen Inc

Healthcare
-16
- 1.14%
$258.78 - $328.31 $4.14K - $5.25K
1.38K $360K
NEE
Nextera Energy Inc

Utilities
-142
- 2.37%
$69.77 - $85.43 $9.91K - $12.1K
5.85K $419K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.05K
- 5.44%
$56.06 - $61.35 $59K - $64.5K
18.3K $1.03M
LOW
Lowes Companies Inc

Consumer Cyclical
-61
- 2.22%
$244.52 - $284.07 $14.9K - $17.3K
2.69K $663K
VTV
Vanguard Value ETF

ETFs
-413
- 23.0%
$168.32 - $181.87 $69.5K - $75.1K
1.38K $234K
CDW
Cdw Corp

Technology
-23
- 1.75%
$171.49 - $225.64 $3.94K - $5.19K
1.29K $224K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-1.65K
- 14.2%
$40.34 - $40.62 $66.5K - $67K
9.96K $402K
ADBE
Adobe Inc.

Technology
-49
- 7.83%
$437.39 - $552.96 $21.4K - $27.1K
577 $256K
LMT
Lockheed Martin Corp

Industrials
-40
- 8.53%
$479.66 - $614.62 $19.2K - $24.6K
429 $208K
HD
Home Depot, Inc.

Consumer Cyclical
-73
- 3.25%
$385.02 - $431.37 $28.1K - $31.5K
2.17K $844K
MRK
Merck & Co., Inc.

Healthcare
-179
- 5.44%
$96.31 - $114.76 $17.2K - $20.5K
3.11K $309K
IT
Gartner Inc

Technology
-84
- 11.44%
$481.22 - $551.8 $40.4K - $46.4K
650 $314K
SNY
Sanofi

Healthcare
-33
- 0.64%
$45.89 - $57.31 $1.51K - $1.89K
5.09K $245K
BOND
Pimco Active Bond Exchange Tra

ETFs
-135
- 1.6%
$90.42 - $94.5 $12.2K - $12.8K
8.32K $752K
NVS
Novartis Ag

Healthcare
-46
- 1.88%
$96.78 - $117.18 $4.45K - $5.39K
2.4K $233K
FISV
Fiserv Inc

Technology
-382
- 10.03%
N/A
3.43K $428K
RIGS
Riverfront Strategic Income Fd

ETFs
-1.74K
- 15.45%
$22.67 - $23.54 $39.4K - $40.9K
9.51K $216K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-1.53K
- 2.41%
$12.16 - $13.26 $18.7K - $20.3K
62.2K $785K
COP
Conocophillips

Energy
-279
- 10.64%
$95.12 - $114.72 $26.5K - $32K
2.34K $232K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-82
- 0.56%
$33.43 - $36.52 $2.74K - $2.99K
14.5K $487K
INTC
Intel Corp

Technology
-42
- 0.34%
$19.07 - $26.23 $801 - $1.1K
12.5K $250K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-74
- 0.49%
$43.84 - $48.76 $3.24K - $3.61K
15.1K $663K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-258
- 5.13%
$74.5 - $78.37 $19.2K - $20.2K
4.77K $356K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-303
- 10.91%
$118.0 - $127.04 $35.8K - $38.5K
2.47K $300K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-105
- 3.18%
$174.22 - $187.62 $18.3K - $19.7K
3.19K $559K
RTX
Raytheon Technologies Corp

Industrials
-89
- 2.4%
$114.45 - $127.21 $10.2K - $11.3K
3.62K $418K
ABT
Abbott Laboratories

Healthcare
-248
- 7.78%
$111.93 - $119.39 $27.8K - $29.6K
2.94K $332K
FVD
First Tr Value Line Divid Inde

ETFs
-326
- 3.84%
$43.4 - $46.7 $14.1K - $15.2K
8.17K $356K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-41
- 3.11%
$442.29 - $483.08 $18.1K - $19.8K
1.28K $578K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-226
- 6.97%
$71.75 - $75.11 $16.2K - $17K
3.02K $216K
DUK
Duke Energy Corp

Utilities
-81
- 3.6%
$105.76 - $120.76 $8.57K - $9.78K
2.17K $233K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-423
- 3.88%
$40.26 - $42.88 $17K - $18.1K
10.5K $424K
Activity Summary
Buys All Purchases 117 New Holdings 20 Increased Positions 97 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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