Opal Wealth Advisors, LLC Reduced Holdings in Q1 2025

Opal Wealth Advisors, LLC

  • $314 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-244K
- 93.94%
$49.69 - $50.76 $12.1M - $12.4M
15.7K $787K
AVUV
American Centy ETF Tr Avantis

ETFs
-93.4K
- 96.42%
$84.95 - $100.62 $7.94M - $9.4M
3.47K $302K
NYF
Ishares New York Muni Bond ETF

ETFs
-132K
- 90.49%
$52.33 - $53.92 $6.89M - $7.1M
13.8K $728K
IVE
Ishares S&P 500 Value ETF

ETFs
-31.9K
- 88.63%
$185.78 - $198.58 $5.93M - $6.34M
4.1K $780K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-83.4K
- 92.3%
$49.25 - $50.66 $4.11M - $4.23M
6.95K $344K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-52.4K
- 89.37%
$44.72 - $46.25 $2.34M - $2.42M
6.23K $286K
AAPL
Apple Inc.

Technology
-2.35K
- 3.91%
$209.68 - $247.1 $493K - $581K
57.9K $12.9M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-42.5K
- 94.65%
$42.36 - $43.8 $1.8M - $1.86M
2.4K $104K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-34.7K
- 50.64%
$51.26 - $52.53 $1.78M - $1.82M
33.8K $1.74M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-5.98K
- 88.36%
$254.58 - $302.92 $1.52M - $1.81M
787 $201K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.17K
- 58.42%
$554.06 - $615.85 $650K - $722K
835 $469K
BOND
Pimco Active Bond Exchange Tra

ETFs
-7.66K
- 92.04%
$89.27 - $92.9 $684K - $712K
662 $61K
NVDA
Nvidia Corp

Technology
-281
- 1.35%
$106.98 - $149.43 $30.1K - $42K
20.5K $2.22M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.45K
- 86.54%
$92.45 - $106.69 $504K - $582K
848 $78K
MEAR
Blackrock Short Maturity Munic

ETFs
-9.72K
- 94.44%
$49.97 - $50.36 $486K - $490K
573 $28K
EFV
Msci Eafe Value ETF

ETFs
-8.46K
- 88.39%
$51.88 - $60.73 $439K - $514K
1.11K $65K
SPY
Spdr S&P 500 ETF Trust

ETFs
-445
- 6.36%
$551.42 - $612.93 $245K - $273K
6.56K $3.67M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-8.95K
- 89.85%
$40.24 - $40.65 $360K - $364K
1.01K $41K
DIS
Walt Disney CO

Communication Services
-2.48K
- 28.93%
$96.87 - $114.0 $241K - $283K
6.1K $602K
IEF
Ishares Barclays

ETFs
-3.81K
- 42.87%
$91.17 - $95.39 $348K - $364K
5.08K $484K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-12.3K
- 28.27%
$27.64 - $28.58 $341K - $353K
31.3K $893K
ORCL
Oracle Corp

Technology
-1.16K
- 25.05%
$139.81 - $186.47 $162K - $216K
3.47K $485K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-2.85K
- 30.1%
$99.16 - $99.52 $283K - $284K
6.62K $658K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-4.84K
- 24.02%
$37.84 - $44.02 $183K - $213K
15.3K $587K
GOOG
Alphabet Inc.

Communication Services
-404
- 8.44%
$156.06 - $207.71 $63K - $83.9K
4.38K $684K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.33K
- 32.42%
$91.45 - $91.75 $213K - $213K
4.85K $444K
EFG
Msci Eafe Growth ETF

ETFs
-2.14K
- 76.41%
$96.1 - $106.37 $205K - $227K
660 $66K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-721
- 6.11%
$102.49 - $119.96 $73.9K - $86.5K
11.1K $1.16M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-479
- 75.55%
$360.07 - $417.26 $172K - $200K
155 $55K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.57K
- 63.3%
$113.22 - $126.36 $177K - $198K
908 $103K
AVGO
Broadcom Inc.

Technology
-266
- 11.25%
$167.43 - $244.7 $44.5K - $65.1K
2.1K $351K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.73K
- 90.35%
$71.17 - $73.66 $194K - $201K
291 $21K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-3.61K
- 79.93%
$51.39 - $57.43 $185K - $207K
905 $50K
APP
App Lovin Corp

Technology
-530
- 72.5%
$238.08 - $510.13 $126K - $270K
201 $53K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.52K
- 25.66%
$96.88 - $111.25 $148K - $169K
4.41K $440K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-8.02K
- 65.6%
$20.07 - $20.16 $161K - $162K
4.2K $84K
IT
Gartner Inc

Technology
-272
- 41.85%
$418.25 - $548.38 $114K - $149K
378 $158K
NXPI
Nxp Semiconductors N.V.

Technology
-716
- 69.85%
$189.99 - $245.86 $136K - $176K
309 $58K
WMT
Walmart Inc.

Consumer Defensive
-1.37K
- 17.4%
$84.5 - $105.05 $116K - $144K
6.49K $569K
APO
Apollo Global Management, Inc.

Financial Services
-440
- 17.8%
$126.01 - $172.06 $55.4K - $75.7K
2.03K $278K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-170
- 6.63%
$165.25 - $224.62 $28.1K - $38.2K
2.39K $397K
GS
Goldman Sachs Group Inc

Financial Services
-150
- 21.87%
$524.81 - $672.19 $78.7K - $101K
536 $292K
NVO
Novo Nordisk A S

Healthcare
-455
- 11.01%
$69.3 - $90.95 $31.5K - $41.4K
3.68K $255K
ADBE
Adobe Inc.

Technology
-165
- 28.6%
$377.84 - $464.11 $62.3K - $76.6K
412 $158K
META
Meta Platforms, Inc.

Communication Services
-105
- 4.14%
$576.36 - $736.67 $60.5K - $77.4K
2.43K $1.4M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-660
- 16.73%
$62.43 - $84.12 $41.2K - $55.5K
3.29K $214K
CAT
Caterpillar Inc

Industrials
-66
- 3.73%
$326.75 - $407.63 $21.6K - $26.9K
1.71K $562K
GDDY
Go Daddy Inc.

Technology
-217
- 11.34%
$172.13 - $214.35 $37.4K - $46.5K
1.7K $305K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-8
- 0.11%
$95.53 - $112.45 $764 - $900
7.47K $717K
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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