Opes Wealth Management LLC Purchases in Q2 2025

Opes Wealth Management LLC

  • $553 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
20.8K
+ 2910.38%
$855.86 - $1339.13 $17.8M - $27.8M
21.5K $28.7M
FNDF
Schwab Fundamental Intl Large

ETFs
27.7K
+ 4.04%
$32.25 - $40.02 $893K - $1.11M
713K $28.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.85K
+ 5.57%
$216.28 - $284.39 $615K - $809K
53.9K $15.3M
FNDB
Schwab Fundamental U S Broad M

ETFs
67.2K
+ 10.59%
$20.36 - $23.98 $1.37M - $1.61M
702K $16.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.7K
+ 5.35%
$22.27 - $29.21 $462K - $606K
409K $11.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.45K
+ 14.57%
$320.42 - $424.58 $785K - $1.04M
19.3K $8.18M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.44K
+ 3.38%
$180.84 - $240.32 $261K - $347K
44.1K $10.6M
WMT
Walmart Inc.

Consumer Defensive
17.6K
+ 513.4%
$81.79 - $99.98 $1.44M - $1.76M
21.1K $2.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.3K
+ 19.11%
$51.16 - $62.02 $1.09M - $1.32M
133K $8.25M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.6K
+ 3.83%
$19.1 - $23.83 $394K - $492K
560K $13.3M
GILD
Gilead Sciences, Inc.

Healthcare
13.7K
+ 8.7%
$96.91 - $113.0 $1.33M - $1.55M
171K $19M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.35K
+ 2.97%
$59.24 - $71.39 $317K - $382K
185K $13.2M
PG
Procter & Gamble CO

Consumer Defensive
7.78K
New
$157.66 - $172.39 $1.23M - $1.34M
7.78K $1.24M
CMF
Ishares California Muni Bond E

ETFs
23.8K
+ 6.55%
$54.52 - $56.7 $1.3M - $1.35M
387K $21.6M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
4.45K
+ 1.35%
$23.66 - $29.99 $105K - $133K
335K $10.1M
FNDA
Schwab Fundamental U S Small C

ETFs
24.7K
+ 9.22%
$23.85 - $28.69 $588K - $708K
292K $8.38M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.69K
+ 7.69%
$141.87 - $164.49 $665K - $771K
65.6K $10.8M
ISCG
Ishares Morningstar Small Cap

ETFs
8.87K
+ 7.5%
$39.44 - $49.76 $350K - $441K
127K $6.32M
LLY
Eli Lilly & CO

Healthcare
1.2K
+ 355.79%
$713.71 - $898.95 $856K - $1.08M
1.54K $1.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.69K
New
$212.1 - $244.27 $782K - $901K
3.69K $806K
FLJP
Franklin Templeton ETF Tr

ETFs
9.85K
+ 5.6%
$26.35 - $32.28 $259K - $318K
186K $5.97M
SCHV
Schwab Strategic Tr Us Large C

ETFs
15.1K
+ 4.59%
$23.55 - $27.67 $355K - $417K
344K $9.52M
JNJ
Johnson & Johnson

Healthcare
4.64K
+ 61.63%
$146.36 - $159.82 $679K - $742K
12.2K $1.86M
XOM
Exxon Mobil Corp

Energy
4.73K
New
$99.93 - $119.04 $472K - $563K
4.73K $509K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.05K
+ 12.57%
$166.82 - $194.23 $342K - $398K
18.4K $3.57M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
989
+ 4.35%
$108.06 - $135.3 $107K - $134K
23.7K $3.21M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.36K
+ 79.89%
$72.02 - $73.82 $386K - $396K
12.1K $889K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.64K
+ 3.79%
$96.84 - $99.46 $352K - $362K
99.5K $9.87M
USXF
Ishares Esg Advanced Msci Usa

Technology
1.26K
+ 2.89%
$41.54 - $53.93 $52.3K - $68K
44.8K $2.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
549
+ 42.43%
$456.74 - $568.03 $251K - $312K
1.84K $1.05M
DAN
Dana Inc

Consumer Cyclical
12.4K
+ 30.18%
$10.38 - $17.71 $128K - $219K
53.3K $914K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.49K
+ 15.76%
$48.13 - $49.85 $361K - $374K
55.1K $2.7M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
5.03K
+ 14.79%
$34.28 - $41.6 $173K - $209K
39.1K $1.62M
CRWD
Crowd Strike Holdings, Inc.

Technology
565
New
$321.63 - $509.31 $182K - $288K
565 $287K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
3.7K
+ 4.33%
$36.02 - $41.92 $133K - $155K
89K $3.73M
MMM
3 M CO

Industrials
1.8K
New
$126.09 - $154.15 $227K - $278K
1.8K $274K
BJAN
Innovator U.S. Equity Buffer E

ETFs
1.41K
+ 2.57%
$42.58 - $50.22 $60.2K - $71K
56.4K $2.83M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.09K
+ 2.29%
$43.86 - $51.74 $47.9K - $56.6K
48.9K $2.53M
TSLA
Tesla, Inc.

Consumer Cyclical
759
New
$221.86 - $362.89 $168K - $275K
759 $241K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.26K
New
$55.54 - $69.09 $181K - $225K
3.26K $225K
META
Meta Platforms, Inc.

Communication Services
45
+ 3.95%
$484.66 - $738.09 $21.8K - $33.2K
1.18K $873K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.89K
+ 5.29%
$68.13 - $74.77 $401K - $440K
117K $8.53M
COST
Costco Wholesale Corp

Consumer Defensive
216
New
$908.13 - $1056.85 $196K - $228K
216 $213K
AVSD
American Centy ETF Tr Avantis

ETFs
1.76K
+ 14.84%
$53.85 - $67.74 $95K - $119K
13.7K $922K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.24K
+ 12.33%
$43.28 - $50.37 $140K - $163K
29.5K $1.48M
AVSE
American Centy ETF Tr Avantis

ETFs
175
+ 0.78%
$45.56 - $58.63 $7.97K - $10.3K
22.7K $1.33M
IBM
International Business Machines Corp

Technology
400
+ 40.65%
$221.03 - $294.78 $88.4K - $118K
1.38K $407K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.45K
+ 11.97%
$33.46 - $41.33 $82K - $101K
22.9K $948K
VUG
Vanguard Growth ETF

ETFs
229
+ 26.44%
$329.49 - $438.4 $75.5K - $100K
1.1K $480K
Activity Summary
Buys All Purchases 70 New Holdings 8 Increased Positions 62 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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