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
VB
Vanguard Small Cap ETF

ETFs
-154
- 11.18%
$217.89 - $252.64 $33.6K - $38.9K
1.22K $271K
BAC
Bank Of America Corp

Financial Services
-170
- 1.08%
$39.61 - $47.74 $6.73K - $8.12K
15.6K $650K
NFLX
Netflix Inc

Communication Services
-89
- 9.1%
$828.4 - $1058.6 $73.7K - $94.2K
889 $829K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
-521
- 2.31%
$19.17 - $21.07 $9.99K - $11K
22K $425K
ISRG
Intuitive Surgical Inc

Healthcare
-51
- 9.96%
$476.63 - $610.45 $24.3K - $31.1K
461 $228K
LOW
Lowes Companies Inc

Consumer Cyclical
-4
- 0.15%
$222.66 - $268.42 $891 - $1.07K
2.69K $626K
COST
Costco Wholesale Corp

Consumer Defensive
-56
- 9.69%
$890.62 - $1076.86 $49.9K - $60.3K
522 $493K
WDAY
Workday, Inc.

Technology
-20
- 1.91%
$233.53 - $277.82 $4.67K - $5.56K
1.03K $239K
JNJ
Johnson & Johnson

Healthcare
-485
- 20.35%
$142.06 - $167.7 $68.9K - $81.3K
1.9K $314K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-2.35K
- 8.99%
$10.17 - $10.76 $23.9K - $25.3K
23.8K $244K
LMT
Lockheed Martin Corp

Industrials
-10
- 2.33%
$423.19 - $506.29 $4.23K - $5.06K
419 $187K
PFE
Pfizer Inc

Healthcare
-273
- 2.71%
$25.01 - $27.13 $6.83K - $7.41K
9.79K $248K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-50
- 1.57%
$169.43 - $182.84 $8.47K - $9.14K
3.14K $544K
TJX
Tjx Companies Inc

Consumer Cyclical
-143
- 3.8%
$112.81 - $126.16 $16.1K - $18K
3.62K $440K
FISV
Fiserv Inc

Technology
-103
- 3.01%
N/A
3.32K $415K
SAP
Sap Se

Technology
-104
- 12.55%
$241.4 - $293.69 $25.1K - $30.5K
725 $194K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-110
- 0.48%
$50.48 - $51.04 $5.55K - $5.61K
22.6K $1.14M
CMCSA
Comcast Corp

Communication Services
-52
- 0.83%
$33.19 - $38.23 $1.73K - $1.99K
6.24K $230K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-14
- 0.8%
$126.11 - $135.06 $1.77K - $1.89K
1.74K $221K
UTES
Virtus Reaves Utilities ETF
-44
- 1.19%
N/A
3.65K $0
Brookfield Corp
-607
- 13.3%
N/A
3.96K $0
Nuveen Churchill Direct Lend
-59.3K
- 14.83%
N/A
341K $0
VTV
Vanguard Value ETF

ETFs
-5
- 0.36%
$167.73 - $179.21 $839 - $896
1.38K $235K
ALL
Allstate Corp

Financial Services
-80
- 6.37%
$180.99 - $210.18 $14.5K - $16.8K
1.18K $243K
MKL
Markel Corp

Financial Services
-18
- 7.11%
$1660.14 - $2059.83 $29.9K - $37.1K
235 $439K
UBER
Uber Technologies, Inc

Technology
-1.49K
- 16.73%
$63.17 - $81.49 $94.1K - $121K
7.41K $539K
FVD
First Tr Value Line Divid Inde

ETFs
-65
- 0.8%
$42.61 - $45.51 $2.77K - $2.96K
8.11K $361K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-488
- 5.59%
$48.65 - $53.06 $23.7K - $25.9K
8.24K $428K
LLY
Eli Lilly & CO

Healthcare
-53
- 5.22%
$725.72 - $929.72 $38.5K - $49.3K
963 $795K
SYK
Stryker Corp

Healthcare
-4
- 0.22%
$355.18 - $399.9 $1.42K - $1.6K
1.81K $674K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-2
- 1.17%
$1187.71 - $1432.58 $2.38K - $2.87K
169 $242K
ABT
Abbott Laboratories

Healthcare
-96
- 3.26%
$111.1 - $140.22 $10.7K - $13.5K
2.85K $377K
RTX
Raytheon Technologies Corp

Industrials
-21
- 0.58%
$114.1 - $135.66 $2.4K - $2.85K
3.6K $476K
MCK
Mckesson Corp

Healthcare
-47
- 4.7%
$566.21 - $672.99 $26.6K - $31.6K
953 $641K
V
Visa Inc.

Financial Services
-295
- 5.58%
$306.92 - $362.71 $90.5K - $107K
4.99K $1.75M
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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