Opal Wealth Advisors, LLC Reduced Holdings in Q3 2024

Opal Wealth Advisors, LLC

  • $315 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
-25
- 9.23%
$730.87 - $937.36 $18.3K - $23.4K
246 $220K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-25
- 0.76%
$71.45 - $75.64 $1.79K - $1.89K
3.24K $243K
TJX
Tjx Companies Inc

Consumer Cyclical
-143
- 3.95%
$107.93 - $120.23 $15.4K - $17.2K
3.48K $408K
STE
Steris PLC

Healthcare
-49
- 4.43%
$213.51 - $247.14 $10.5K - $12.1K
1.06K $256K
ABT
Abbott Laboratories

Healthcare
-173
- 5.15%
$100.07 - $118.13 $17.3K - $20.4K
3.19K $363K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-12
- 0.24%
$74.26 - $78.84 $891 - $946
5.03K $393K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-323
- 3.56%
$38.03 - $42.06 $12.3K - $13.6K
8.75K $366K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-85
- 2.91%
$117.9 - $128.2 $10K - $10.9K
2.84K $363K
VO
Vanguard Mid Cap ETF

ETFs
-2
- 0.25%
$237.84 - $263.83 $476 - $528
814 $214K
GDDY
Go Daddy Inc.

Technology
-94
- 4.54%
$141.41 - $167.41 $13.3K - $15.7K
1.98K $309K
ACN
Accenture PLC

Technology
-38
- 4.9%
$295.44 - $355.81 $11.2K - $13.5K
737 $260K
LMT
Lockheed Martin Corp

Industrials
-56
- 10.67%
$460.3 - $584.56 $25.8K - $32.7K
469 $274K
UNP
Union Pacific Corp

Industrials
-80
- 3.19%
$221.78 - $256.09 $17.7K - $20.5K
2.43K $598K
FVD
First Tr Value Line Divid Inde

ETFs
-73
- 0.85%
$40.45 - $45.49 $2.95K - $3.32K
8.5K $386K
ITW
Illinois Tool Works Inc

Industrials
-6
- 0.38%
$233.14 - $263.97 $1.4K - $1.58K
1.56K $407K
CSCO
Cisco Systems, Inc.

Technology
-357
- 3.15%
$44.74 - $53.22 $16K - $19K
11K $584K
BX
Blackstone Inc.

Financial Services
-199
- 7.16%
$120.77 - $159.66 $24K - $31.8K
2.58K $395K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-35
- 2.59%
$405.19 - $478.57 $14.2K - $16.7K
1.32K $606K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-707
- 0.77%
$49.93 - $51.15 $35.3K - $36.2K
90.7K $4.64M
VTI
Vanguard Total Stock Market Et

ETFs
-35
- 0.81%
$255.18 - $283.2 $8.93K - $9.91K
4.28K $1.21M
RTX
Raytheon Technologies Corp

Industrials
-112
- 2.93%
$99.55 - $123.34 $11.1K - $13.8K
3.71K $449K
CAT
Caterpillar Inc

Industrials
-44
- 2.59%
$316.8 - $391.12 $13.9K - $17.2K
1.66K $647K
AXP
American Express CO

Financial Services
-5
- 0.24%
$225.92 - $271.17 $1.13K - $1.36K
2.11K $571K
NYF
Ishares New York Muni Bond ETF

ETFs
-935
- 0.57%
$53.13 - $54.36 $49.7K - $50.8K
164K $8.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-112
- 1.69%
$256.4 - $289.78 $28.7K - $32.5K
6.5K $1.85M
HD
Home Depot, Inc.

Consumer Cyclical
-64
- 2.77%
$333.64 - $405.2 $21.4K - $25.9K
2.25K $909K
IBM
International Business Machines Corp

Technology
-25
- 0.94%
$175.1 - $223.38 $4.38K - $5.58K
2.65K $584K
ORCL
Oracle Corp

Technology
-40
- 0.9%
$125.9 - $170.35 $5.04K - $6.81K
4.43K $754K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-172
- 2.2%
$97.96 - $124.99 $16.8K - $21.5K
7.63K $950K
TSLA
Tesla, Inc.

Consumer Cyclical
-48
- 0.94%
$191.76 - $263.26 $9.2K - $12.6K
5.09K $1.33M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.86K
- 1.9%
$88.24 - $99.7 $164K - $185K
95.7K $9.18M
Activity Summary
Buys All Purchases 97 New Holdings 0 Increased Positions 97 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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