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
RTX
Raytheon Technologies Corp

Industrials
-406
- 10.78%
$144.19 - $167.33 $58.5K - $67.9K
3.36K $562K
SE
Sea LTD

Consumer Cyclical
-60
- 4.6%
$146.23 - $196.5 $8.77K - $11.8K
1.25K $222K
VB
Vanguard Small Cap ETF

ETFs
-29
- 2.31%
$237.58 - $259.17 $6.89K - $7.52K
1.23K $311K
DUK
Duke Energy Corp

Utilities
-14
- 0.42%
$116.31 - $125.93 $1.63K - $1.76K
3.29K $407K
AZN
Astrazeneca PLC

Healthcare
-169
- 3.6%
$68.72 - $82.11 $11.6K - $13.9K
4.53K $347K
QCOM
Qualcomm Inc

Technology
-8
- 0.24%
$145.84 - $173.55 $1.17K - $1.39K
3.39K $563K
AEP
American Electric Power CO Inc

Utilities
-2
- 0.07%
$103.26 - $115.0 $207 - $230
2.95K $332K
XOM
Exxon Mobil Corp

Energy
-196
- 2.0%
$105.83 - $117.22 $20.7K - $23K
9.6K $1.08M
ASML
Asml Holding Nv

Technology
-48
- 10.79%
$689.63 - $968.09 $33.1K - $46.5K
397 $384K
MCK
Mckesson Corp

Healthcare
-7
- 0.73%
$659.01 - $772.54 $4.61K - $5.41K
956 $738K
IVE
Ishares S&P 500 Value ETF

ETFs
-95
- 1.86%
$194.44 - $206.51 $18.5K - $19.6K
5.02K $1.04M
IVW
Ishares S&P 500 Growth ETF

ETFs
-230
- 3.7%
$108.97 - $121.65 $25.1K - $28K
5.99K $722K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-51
- 3.66%
$546.99 - $602.2 $27.9K - $30.7K
1.34K $806K
AVUV
American Centy ETF Tr Avantis

ETFs
-592
- 5.03%
$90.37 - $102.12 $53.5K - $60.5K
11.2K $1.11M
GE
General Electric CO

Industrials
-30
- 2.48%
$244.75 - $305.63 $7.34K - $9.17K
1.18K $355K
IVV
Ishares Core S&P 500 ETF

ETFs
-12
- 1.08%
$620.67 - $670.08 $7.45K - $8.04K
1.1K $734K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-249
- 1.49%
$41.34 - $45.65 $10.3K - $11.4K
16.5K $743K
MSFT
Microsoft Corp

Technology
-297
- 2.96%
$491.09 - $535.64 $146K - $159K
9.75K $5.05M
GM
General Motors CO

Consumer Cyclical
-66
- 1.2%
$48.89 - $61.24 $3.23K - $4.04K
5.42K $330K
NOC
Northrop Grumman Corp

Industrials
-19
- 2.71%
$498.9 - $609.32 $9.48K - $11.6K
682 $415K
HD
Home Depot, Inc.

Consumer Cyclical
-58
- 2.5%
$357.4 - $423.42 $20.7K - $24.6K
2.27K $918K
JPM
Jpmorgan Chase & CO

Financial Services
-89
- 2.33%
$282.78 - $316.06 $25.2K - $28.1K
3.74K $1.18M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8
- 0.67%
$404.94 - $499.99 $3.24K - $4K
1.18K $573K
CAT
Caterpillar Inc

Industrials
-130
- 6.9%
$390.92 - $477.15 $50.8K - $62K
1.76K $837K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-109
- 2.22%
$50.79 - $76.4 $5.54K - $8.33K
4.81K $367K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-68
- 2.69%
$224.68 - $282.71 $15.3K - $19.2K
2.46K $687K
ABBV
Abb Vie Inc.

Healthcare
-341
- 6.89%
$184.85 - $231.54 $63K - $79K
4.61K $1.07M
GOOG
Alphabet Inc.

Communication Services
-3
- 0.13%
$175.16 - $255.24 $525 - $766
2.32K $564K
NVDA
Nvidia Corp

Technology
-1.16K
- 5.03%
$153.3 - $186.58 $178K - $217K
22K $4.1M
GOOGL
Alphabet Inc.

Communication Services
-304
- 3.19%
$174.36 - $254.72 $53K - $77.4K
9.23K $2.24M
TSLA
Tesla, Inc.

Consumer Cyclical
-245
- 4.22%
$293.94 - $444.72 $72K - $109K
5.57K $2.48M
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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