Opal Wealth Advisors, LLC Portfolio Holdings
Opal Wealth Advisors, LLC
- $348 Million
- Q2 2025
Opal Wealth Advisors, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $348 Million distributed in 567 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 $59.6M, Legg Mason ETF Invt Tr Clearbr with a value of $45.2M, Vanguard Small Cap Value ETF with a value of $35.9M, Ihares Core 1 5 Years Usd Bond with a value of $18.6M, and Apple Inc. with a value of $12.2M.
Examining the 13F form we can see an increase of $33.5M in the current position value, from $314M to 348M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 567
- Current Value $348 Million
- Prior Value $314 Million
- Filing
- Period Q2 2025
- Filing Date July 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 66 stocks
- Additional Purchases 247 stocks
- Sold out of 0 stocks
- Reduced holdings in 205 stocks