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
PSX
Phillips 66

Energy
-62
- 26.84%
$92.87 - $125.73 $5.76K - $7.8K
169 $20K
ACGL
Arch Capital Group Ltd.

Financial Services
-37
- 3.64%
$84.99 - $96.82 $3.14K - $3.58K
979 $89K
DEO
Diageo PLC

Consumer Defensive
-74
- 25.96%
$99.86 - $115.75 $7.39K - $8.57K
211 $21K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-5
- 2.96%
$421.16 - $509.5 $2.11K - $2.55K
164 $73K
IAU
Ishares Gold Trust

ETFs
-223
- 13.59%
$56.1 - $64.74 $12.5K - $14.4K
1.42K $88K
PLMR
Palomar Holdings, Inc.

Financial Services
-79
- 23.51%
$129.99 - $175.67 $10.3K - $13.9K
257 $39K
KAI
Kadant Inc

Industrials
-18
- 20.22%
$286.24 - $350.17 $5.15K - $6.3K
71 $22K
LMT
Lockheed Martin Corp

Industrials
-28
- 6.68%
$430.82 - $486.45 $12.1K - $13.6K
391 $181K
WEC
Wec Energy Group, Inc.

Utilities
-50
- 17.24%
$102.24 - $109.76 $5.11K - $5.49K
240 $25K
AMP
Ameriprise Financial Inc

Financial Services
-18
- 24.32%
$422.19 - $533.73 $7.6K - $9.61K
56 $29K
TXN
Texas Instruments Inc

Technology
-29
- 4.12%
N/A
675 $131K
FNF
Fidelity National Financial, Inc.

Financial Services
-3
- 0.6%
$53.62 - $66.59 $161 - $200
495 $27K
MNST
Monster Beverage Corp

Consumer Defensive
-242
- 9.96%
$55.01 - $64.24 $13.3K - $15.5K
2.19K $137K
WCN
Waste Connections, Inc.

Industrials
-9
- 2.41%
$183.26 - $199.95 $1.65K - $1.8K
364 $67K
SOXX
Ishares Semiconductor ETF

ETFs
-50
- 31.85%
$154.86 - $239.07 $7.74K - $12K
107 $25K
WST
West Pharmaceutical Services Inc

Healthcare
-11
- 4.64%
$190.39 - $227.7 $2.09K - $2.5K
226 $49K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-66
- 20.06%
$103.49 - $133.44 $6.83K - $8.81K
263 $34K
NSIT
Insight Enterprises Inc

Technology
-9
- 5.0%
$128.11 - $147.65 $1.15K - $1.33K
171 $23K
BIIB
Biogen Inc.

Healthcare
-5
- 2.62%
$113.38 - $135.49 $567 - $677
186 $23K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-100
- 37.59%
$89.13 - $167.48 $8.91K - $16.7K
166 $25K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-40
- 6.91%
$77.94 - $79.5 $3.12K - $3.18K
539 $42K
MDT
Medtronic PLC

Healthcare
-8
- 0.95%
$80.68 - $88.86 $645 - $711
831 $72K
MET
Metlife Inc

Financial Services
-39
- 4.88%
$68.42 - $82.49 $2.67K - $3.22K
761 $61K
ADP
Automatic Data Processing Inc

Industrials
-9
- 4.64%
$276.76 - $326.81 $2.49K - $2.94K
185 $57K
WSBC
Wesbanco Inc

Financial Services
-81
- 7.43%
$26.79 - $32.33 $2.17K - $2.62K
1.01K $31K
USB
Us Bancorp \De\

Financial Services
-116
- 11.05%
$36.4 - $45.76 $4.22K - $5.31K
934 $42K
GD
General Dynamics Corp

Industrials
-23
- 9.43%
$247.68 - $291.66 $5.7K - $6.71K
221 $64K
AVB
Avalonbay Communities Inc

Real Estate
-2
- 1.31%
$187.23 - $215.61 $374 - $431
151 $30K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-6
- 1.85%
$94.78 - $95.97 $569 - $576
318 $30K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-18
- 2.57%
$35.62 - $39.64 $641 - $714
682 $26K
CMI
Cummins Inc

Industrials
-5
- 4.2%
$267.12 - $336.65 $1.34K - $1.68K
114 $37K
VBTX
Veritex Holdings, Inc.

Financial Services
-47
- 3.82%
$20.77 - $26.15 $976 - $1.23K
1.18K $30K
Canadian Pacific Kansas City
-56
- 3.44%
N/A
1.57K $0
Veralto Corp
-24
- 5.16%
N/A
441 $0
CGMU
Capital Group Core Plus Income
-910
- 53.06%
N/A
805 $0
VCIT
Vanguard Intermediate Term Cor

ETFs
-2
- 0.79%
$79.56 - $82.92 $159 - $166
250 $20K
GTLS
Chart Industries Inc

Industrials
-24
- 13.87%
$115.08 - $175.5 $2.76K - $4.21K
149 $24K
Blackrock ETF Trust
-1.03K
- 56.53%
N/A
792 $0
TRV
Travelers Companies, Inc.

Financial Services
-2
- 0.93%
$233.83 - $276.34 $468 - $553
212 $56K
ECL
Ecolab Inc.

Basic Materials
-8
- 4.68%
$225.65 - $270.95 $1.81K - $2.17K
163 $43K
TFC
Truist Financial Corp

Financial Services
-14
- 2.84%
$34.79 - $42.99 $487 - $602
479 $20K
Brookfield Corp
-746
- 18.85%
N/A
3.21K $0
Atlassian Corporation
-9
- 3.05%
N/A
286 $0
PNR
Pentair PLC

Industrials
-50
- 15.63%
$76.17 - $103.58 $3.81K - $5.18K
270 $27K
Pimco ETF Tr
-196
- 3.93%
N/A
4.79K $0
Lam Research Corp
-38
- 6.19%
N/A
576 $0
Morgan Stanley Direct Lendin
-4.06K
- 18.55%
N/A
17.8K $0
ENB
Enbridge Inc

Energy
-56
- 2.02%
$41.09 - $47.16 $2.3K - $2.64K
2.72K $123K
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
-175
- 15.65%
$19.44 - $27.77 $3.4K - $4.86K
943 $25K
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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