Opal Wealth Advisors, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $308 Million distributed in 1242 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Putnam ETF Tr Putnam Focused L with a value of $39.2M, Legg Mason ETF Invt Tr Clearbr with a value of $34.7M, Vanguard Small Cap Value ETF with a value of $20.5M, Ihares Core 1 5 Years Usd Bond with a value of $14.3M, and Jp Morgan Tr Mun ETF (De) with a value of $12M.
Examining the 13F form we can see an increase of $14.6M in the current position value, from $293M to 308M.
Opal Wealth Advisors, LLC is based out at Jericho, NY
Below you can find more details about Opal Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$308 Million
ETFs: $186 Million
Technology: $24.6 Million
Financial Services: $12.5 Million
Healthcare: $12 Million
Consumer Cyclical: $8.25 Million
Industrials: $8.06 Million
Communication Services: $5.65 Million
Consumer Defensive: $4.03 Million
Other: $7.51 Million
Stock Holdings Table Market Cap. of $200 Billions or more