Opal Wealth Advisors, LLC Portfolio Holdings

Opal Wealth Advisors, LLC

  • $315 Million
  • Q3 2024

Opal Wealth Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $315 Million distributed in 189 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 $45.1M, Legg Mason ETF Invt Tr Clearbr with a value of $38.6M, Vanguard Small Cap Value ETF with a value of $24.4M, Ihares Core 1 5 Years Usd Bond with a value of $16.4M, and Apple Inc. with a value of $13.5M.

Examining the 13F form we can see an increase of $6.42M in the current position value, from $308M to 315M.

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 $315 Million
ETFs: $196 Million
Technology: $28.3 Million
Healthcare: $10.8 Million
Financial Services: $9.63 Million
Consumer Cyclical: $6.91 Million
Industrials: $5.86 Million
Communication Services: $5.42 Million
Consumer Defensive: $3.19 Million
Other: $3.66 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$212M
$23,000 0.01% of portfolio
10,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $315 Million
  • Prior Value $308 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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