Opes Wealth Management LLC Purchases and Sells in Q2 2025

Opes Wealth Management LLC

$553 Million
Q2 2025

Top Buys

Incresed Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	20.8K + 2910.38%	$855.86 - $1339.13 $17.8M - $27.8M	21.5K $28.7M
FNDF	27.7K + 4.04%	$32.25 - $40.02 $893K - $1.11M	713K $28.5M
VOT	2.85K + 5.57%	$216.28 - $284.39 $615K - $809K	53.9K $15.3M
FNDB	67.2K + 10.59%	$20.36 - $23.98 $1.37M - $1.61M	702K $16.8M
SCHG	20.7K + 5.35%	$22.27 - $29.21 $462K - $606K	409K $11.9M
IWF	2.45K + 14.57%	$320.42 - $424.58 $785K - $1.04M	19.3K $8.18M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PG	7.78K New	$157.66 - $172.39 $1.23M - $1.34M	7.78K $1.24M
MMC	3.69K New	$212.1 - $244.27 $782K - $901K	3.69K $806K
XOM	4.73K New	$99.93 - $119.04 $472K - $563K	4.73K $509K
CRWD	565 New	$321.63 - $509.31 $182K - $288K	565 $287K
MMM	1.8K New	$126.09 - $154.15 $227K - $278K	1.8K $274K
TSLA	759 New	$221.86 - $362.89 $168K - $275K	759 $241K

Top Sells

Reduced Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPDW	-39.7K - 29.4%	$32.66 - $40.75 $1.3M - $1.62M	95.3K $3.86M
IUSB	-14.7K - 4.06%	$45.12 - $46.23 $665K - $681K	348K $16.1M
BMY	-939 - 4.6%	$44.12 - $59.6 $41.4K - $56K	19.5K $900K
SONY	-11.4K - 48.79%	$21.24 - $26.88 $243K - $308K	12K $312K
FIXD	-6.39K - 2.95%	$42.72 - $44.24 $273K - $283K	210K $9.21M
FBND	-5.86K - 2.85%	$44.68 - $45.96 $262K - $269K	200K $9.15M

Activity Summary All Purchases 70 New Holdings 8 Increased Positions 62 All Sells 62 Reductions 62 Sold out 0 Calls 0 Puts 0

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