Opes Wealth Management LLC Purchases and Sells in Q1 2025

Opes Wealth Management LLC

$486 Million
Q1 2025

Top Buys

Incresed Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GILD	118 + 0.08%	$89.14 - $117.41 $10.5K - $13.9K	157K $17.6M
FNDB	116K + 22.31%	$22.52 - $24.48 $2.61M - $2.83M	635K $14.6M
FNDF	9.32K + 1.38%	$32.9 - $37.45 $307K - $349K	685K $24.8M
VOE	11.3K + 22.83%	$156.61 - $168.02 $1.77M - $1.9M	61K $9.79M
IUSB	24K + 7.07%	$44.72 - $46.25 $1.07M - $1.11M	363K $16.7M
VOT	6.38K + 14.26%	$237.72 - $276.98 $1.52M - $1.77M	51.1K $12.5M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DASH	10.6K New	$168.37 - $213.38 $1.79M - $2.27M	10.6K $1.94M
MSCI	1.6K New	$541.46 - $628.34 $866K - $1.01M	1.6K $904K
APH	10.2K New	$61.62 - $78.55 $628K - $800K	10.2K $668K
MCO	1.41K New	$437.8 - $527.48 $619K - $746K	1.41K $658K
CME	1.41K New	$225.82 - $266.54 $319K - $377K	1.41K $374K
VV	1.17K New	$253.32 - $282.66 $296K - $330K	1.17K $300K

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-30.6K - 6.9%	$209.68 - $247.1 $6.42M - $7.57M	413K $91.8M
VEA	-56.7K - 41.17%	$47.4 - $52.99 $2.69M - $3M	81K $4.12M
SPDW	-38.9K - 22.37%	$33.84 - $37.77 $1.32M - $1.47M	135K $4.91M
SPEM	-30.5K - 14.5%	$37.07 - $40.63 $1.13M - $1.24M	180K $7.08M
GOOG	-2.65K - 16.15%	$156.06 - $207.71 $414K - $551K	13.8K $2.15M
IWF	-116 - 0.69%	$360.07 - $417.26 $41.8K - $48.4K	16.8K $6.07M

Activity Summary All Purchases 92 New Holdings 12 Increased Positions 80 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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