Opal Wealth Advisors, LLC Reduced Holdings in Q2 2025

Opal Wealth Advisors, LLC

  • $348 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FDX
Fedex Corp

Industrials
-51
- 2.11%
$198.07 - $245.17 $10.1K - $12.5K
2.36K $536K
BR
Broadridge Financial Solutions, Inc.

Technology
-209
- 39.58%
$217.22 - $246.25 $45.4K - $51.5K
319 $77K
AMGN
Amgen Inc

Healthcare
-21
- 1.5%
$262.28 - $309.85 $5.51K - $6.51K
1.38K $386K
RACE
Ferrari N.V.

Consumer Cyclical
-141
- 39.61%
$397.86 - $499.02 $56.1K - $70.4K
215 $105K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.01K
- 16.16%
$45.12 - $46.23 $45.4K - $46.5K
5.22K $241K
ITB
Ishares Tr

ETFs
-437
- 35.7%
$85.52 - $96.61 $37.4K - $42.2K
787 $73K
VTV
Vanguard Value ETF

ETFs
-291
- 21.12%
$153.67 - $176.74 $44.7K - $51.4K
1.09K $192K
ADSK
Autodesk, Inc.

Technology
-163
- 44.66%
N/A
202 $49K
EMN
Eastman Chemical CO

Basic Materials
-250
- 15.78%
$72.7 - $88.29 $18.2K - $22.1K
1.33K $99K
NVO
Novo Nordisk A S

Healthcare
-562
- 15.28%
$58.08 - $81.05 $32.6K - $45.6K
3.12K $215K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-73
- 9.52%
$212.1 - $244.27 $15.5K - $17.8K
694 $151K
EFV
Msci Eafe Value ETF

ETFs
-653
- 58.78%
$52.4 - $64.65 $34.2K - $42.2K
458 $29K
VUG
Vanguard Growth ETF

ETFs
-145
- 36.16%
$329.49 - $438.4 $47.8K - $63.6K
256 $112K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-105
- 50.72%
$225.56 - $335.19 $23.7K - $35.2K
102 $24K
TMUS
T Mobile Us, Inc.

Communication Services
-10
- 0.95%
$220.99 - $268.54 $2.21K - $2.69K
1.04K $247K
FVD
First Tr Value Line Divid Inde

ETFs
-729
- 8.99%
$40.62 - $45.12 $29.6K - $32.9K
7.38K $329K
AJG
Arthur J. Gallagher & Co.

Financial Services
-60
- 13.25%
$310.86 - $348.77 $18.7K - $20.9K
393 $125K
IXJ
Ishares Global Healthcare ETF

ETFs
-286
- 24.89%
$82.3 - $90.02 $23.5K - $25.7K
863 $74K
AZN
Astrazeneca PLC

Healthcare
-174
- 3.57%
$64.87 - $75.0 $11.3K - $13.1K
4.69K $328K
AON
Aon PLC

Financial Services
-19
- 3.98%
$335.85 - $398.81 $6.38K - $7.58K
458 $163K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-480
- 6.9%
$48.13 - $49.85 $23.1K - $23.9K
6.47K $317K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-1.31K
- 31.16%
$20.01 - $20.15 $26.2K - $26.4K
2.89K $58K
MBB
Ishares Tr

ETFs
-269
- 44.61%
$91.41 - $94.22 $24.6K - $25.3K
334 $31K
RIGS
Riverfront Strategic Income Fd

ETFs
-1.01K
- 10.54%
$22.2 - $23.41 $22.3K - $23.6K
8.54K $198K
DHR
Danaher Corp

Healthcare
-79
- 11.72%
$174.64 - $205.16 $13.8K - $16.2K
595 $117K
CNC
Centene Corp

Healthcare
-109
- 4.48%
$53.4 - $64.29 $5.82K - $7.01K
2.32K $126K
CVS
Cvs Health Corp

Healthcare
-316
- 18.61%
$60.04 - $70.18 $19K - $22.2K
1.38K $95K
DCI
Donaldson CO Inc

Industrials
-314
- 28.86%
$59.18 - $71.02 $18.6K - $22.3K
774 $53K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-127
- 29.53%
$152.42 - $182.82 $19.4K - $23.2K
303 $55K
GE
General Electric CO

Industrials
-433
- 26.32%
$166.81 - $257.39 $72.2K - $111K
1.21K $311K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-376
- 47.78%
$43.53 - $54.46 $16.4K - $20.5K
411 $22K
APD
Air Products & Chemicals, Inc.

Basic Materials
-27
- 5.09%
$248.61 - $294.96 $6.71K - $7.96K
503 $141K
PFE
Pfizer Inc

Healthcare
-144
- 1.47%
$21.59 - $24.84 $3.11K - $3.58K
9.64K $233K
VBK
Vanguard Small Cap Growth ETF

ETFs
-93
- 19.02%
$219.76 - $276.94 $20.4K - $25.8K
396 $109K
VGSH
Vanguard

ETFs
-251
- 7.75%
$58.32 - $58.95 $14.6K - $14.8K
2.99K $175K
SNA
Snap On Inc

Industrials
-35
- 33.65%
$292.36 - $342.2 $10.2K - $12K
69 $21K
UHAL
Amerco

Industrials
-74
- 4.6%
$58.65 - $67.88 $4.34K - $5.02K
1.53K $92K
LUV
Southwest Airlines CO

Industrials
-61
- 0.66%
$24.04 - $34.36 $1.47K - $2.1K
9.13K $296K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-241
- 34.48%
$55.54 - $69.09 $13.4K - $16.7K
458 $31K
PAYX
Paychex Inc

Industrials
-53
- 10.02%
$137.01 - $159.78 $7.26K - $8.47K
476 $69K
NRG
Nrg Energy, Inc.

Utilities
-877
- 44.43%
$83.61 - $162.67 $73.3K - $143K
1.1K $176K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-749
- 6.99%
$37.18 - $42.55 $27.8K - $31.9K
9.97K $424K
UPS
United Parcel Service Inc

Industrials
-69
- 15.97%
$91.92 - $110.2 $6.34K - $7.6K
363 $36K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-601
- 4.15%
$32.99 - $38.56 $19.8K - $23.2K
13.9K $527K
A
Agilent Technologies, Inc.

Healthcare
-81
- 30.34%
$99.29 - $120.52 $8.04K - $9.76K
186 $21K
VOD
Vodafone Group Public LTD CO

Communication Services
-1.75K
- 27.37%
$8.19 - $10.66 $14.3K - $18.7K
4.64K $49K
MCD
Mcdonalds Corp

Consumer Cyclical
-12
- 3.65%
$285.55 - $321.23 $3.43K - $3.85K
317 $92K
OVV
Ovintiv Inc.

Energy
-10
- 0.49%
$31.18 - $44.14 $312 - $441
2.05K $77K
VIG
Vanguard Dividend Appreciation

ETFs
-50
- 14.93%
N/A
285 $51K
Activity Summary
Buys All Purchases 313 New Holdings 66 Increased Positions 247 Sells All Sells 205 Reductions 205 Sold out 0 Options Calls 0 Puts 0
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