Opal Wealth Advisors, LLC Sells in Q2 2025

Opal Wealth Advisors, LLC

  • $348 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GVI
Ishares Tr

ETFs
-16.1K
- 46.54%
$104.82 - $106.79 $1.68M - $1.72M
18.5K $1.97M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.32K
- 75.07%
$90.56 - $109.49 $753K - $911K
2.76K $301K
ICE
Intercontinental Exchange, Inc.

Financial Services
-4.22K
- 21.29%
$151.62 - $183.47 $639K - $774K
15.6K $2.86M
HTAB
Hartford Fds Exchange Traded

ETFs
-21.1K
- 55.72%
$18.44 - $19.31 $389K - $407K
16.7K $313K
KO
Coca Cola CO

Consumer Defensive
-5.47K
- 32.73%
$68.37 - $73.9 $374K - $404K
11.2K $794K
WTM
White Mountains Insurance Group LTD

Financial Services
-171
- 81.82%
$1699.35 - $1901.99 $291K - $325K
38 $68K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.58K
- 71.35%
$119.13 - $135.03 $307K - $348K
1.04K $127K
XOM
Exxon Mobil Corp

Energy
-1.43K
- 12.76%
$99.93 - $119.04 $143K - $171K
9.8K $1.06M
GOOG
Alphabet Inc.

Communication Services
-2.06K
- 47.06%
$146.58 - $180.01 $302K - $371K
2.32K $411K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.2K
- 26.65%
$47.46 - $55.3 $247K - $288K
14.3K $788K
MKL
Markel Corp

Financial Services
-124
- 52.77%
$1678.5 - $1997.36 $208K - $248K
111 $221K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-195
- 14.07%
$390.26 - $489.06 $76.1K - $95.4K
1.19K $482K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-7.45K
- 23.8%
$28.21 - $28.85 $210K - $215K
23.9K $686K
ABBV
Abb Vie Inc.

Healthcare
-371
- 6.97%
$170.16 - $206.27 $63.1K - $76.5K
4.95K $918K
CDW
Cdw Corp

Technology
-1.25K
- 84.01%
$144.49 - $190.68 $180K - $237K
237 $42K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-5.65K
- 33.69%
$32.0 - $39.87 $181K - $225K
11.1K $442K
STE
Steris PLC

Healthcare
-828
- 72.5%
$208.55 - $252.55 $173K - $209K
314 $75K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.74K
- 1.93%
$50.52 - $50.92 $189K - $190K
190K $9.66M
FISV
Fiserv Inc

Technology
-1.4K
- 42.23%
N/A
1.92K $240K
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.32K
- 82.54%
$126.62 - $154.26 $167K - $203K
279 $35K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.8K
- 37.14%
$91.43 - $91.74 $165K - $165K
3.05K $279K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-2.87K
- 8.5%
$50.34 - $51.86 $145K - $149K
30.9K $1.59M
MLM
Martin Marietta Materials Inc

Basic Materials
-320
- 80.4%
$452.51 - $568.19 $145K - $182K
78 $42K
UBER
Uber Technologies, Inc

Technology
-3.04K
- 41.06%
$64.62 - $93.3 $197K - $284K
4.37K $407K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-4.91K
- 7.63%
$24.96 - $25.5 $123K - $125K
59.5K $1.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-127
- 9.76%
$483.48 - $539.8 $61.4K - $68.6K
1.17K $570K
SPGI
S&P Global Inc.

Financial Services
-271
- 15.14%
$438.31 - $527.29 $119K - $143K
1.52K $800K
IT
Gartner Inc

Technology
-253
- 66.93%
$377.5 - $449.52 $95.5K - $114K
125 $50K
TRMB
Trimble Inc.

Technology
-1.72K
- 75.81%
$55.12 - $75.98 $94.6K - $130K
548 $41K
XLB
Select Sector Spdr Fd Material

ETFs
-1.26K
- 71.89%
$74.27 - $88.92 $93.4K - $112K
492 $43K
SLB
Schlumberger Limited

Energy
-2.34K
- 71.55%
$31.95 - $42.2 $74.8K - $98.8K
931 $31K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.03K
- 15.56%
$99.1 - $99.49 $102K - $102K
5.59K $555K
VO
Vanguard Mid Cap ETF

ETFs
-458
- 40.39%
$228.54 - $279.83 $105K - $128K
676 $189K
TRU
Trans Union

Industrials
-1.23K
- 80.33%
$69.26 - $91.89 $85.4K - $113K
302 $26K
AME
Ametek Inc

Industrials
-576
- 70.33%
$151.41 - $182.75 $87.2K - $105K
243 $43K
CVX
Chevron Corp

Energy
-176
- 6.57%
$133.73 - $168.51 $23.5K - $29.7K
2.5K $358K
VRSK
Verisk Analytics, Inc.

Industrials
-312
- 56.32%
$277.03 - $321.33 $86.4K - $100K
242 $75K
EFX
Equifax Inc

Industrials
-332
- 79.43%
$205.5 - $280.54 $68.2K - $93.1K
86 $22K
CSL
Carlisle Companies Inc

Industrials
-227
- 76.17%
$317.1 - $408.5 $72K - $92.7K
71 $26K
IEF
Ishares Barclays

ETFs
-750
- 14.76%
$93.15 - $96.56 $69.9K - $72.4K
4.33K $414K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-481
- 20.49%
$107.83 - $119.94 $51.9K - $57.7K
1.87K $201K
BMY
Bristol Myers Squibb CO

Healthcare
-703
- 30.49%
$44.12 - $59.6 $31K - $41.9K
1.6K $74K
BDX
Becton Dickinson & CO

Healthcare
-208
- 41.43%
$165.15 - $226.42 $34.4K - $47.1K
294 $50K
MO
Altria Group, Inc.

Consumer Defensive
-832
- 11.02%
$55.56 - $60.91 $46.2K - $50.7K
6.72K $393K
SHW
Sherwin Williams CO

Basic Materials
-158
- 19.97%
$313.51 - $363.51 $49.5K - $57.4K
633 $217K
ZTS
Zoetis Inc.

Healthcare
-302
- 25.06%
$144.41 - $170.3 $43.6K - $51.4K
903 $140K
OKE
Oneok Inc

Energy
-443
- 39.59%
$78.71 - $100.37 $34.9K - $44.5K
676 $55K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-840
- 19.03%
$86.05 - $107.7 $72.3K - $90.5K
3.57K $384K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-2.46K
- 5.79%
$24.66 - $25.17 $60.6K - $61.8K
40K $1.01M
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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