Opes Wealth Management LLC Purchases in Q1 2025

Opes Wealth Management LLC

  • $486 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
118
+ 0.08%
$89.14 - $117.41 $10.5K - $13.9K
157K $17.6M
FNDB
Schwab Fundamental U S Broad M

ETFs
116K
+ 22.31%
$22.52 - $24.48 $2.61M - $2.83M
635K $14.6M
FNDF
Schwab Fundamental Intl Large

ETFs
9.32K
+ 1.38%
$32.9 - $37.45 $307K - $349K
685K $24.8M
DASH
Door Dash, Inc.

Communication Services
10.6K
New
$168.37 - $213.38 $1.79M - $2.27M
10.6K $1.94M
VOE
Vanguard Mid Cap Value Index F

ETFs
11.3K
+ 22.83%
$156.61 - $168.02 $1.77M - $1.9M
61K $9.79M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
24K
+ 7.07%
$44.72 - $46.25 $1.07M - $1.11M
363K $16.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
6.38K
+ 14.26%
$237.72 - $276.98 $1.52M - $1.77M
51.1K $12.5M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7.15K
+ 6.87%
$68.32 - $75.06 $489K - $537K
111K $8.31M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22.3K
+ 25.03%
$57.21 - $65.8 $1.28M - $1.47M
112K $6.51M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
15.5K
+ 9.4%
$65.27 - $71.18 $1.01M - $1.1M
180K $11.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.71K
+ 6.34%
$95.85 - $99.25 $548K - $567K
95.9K $9.49M
CMF
Ishares California Muni Bond E

ETFs
18.6K
+ 5.41%
$55.93 - $57.47 $1.04M - $1.07M
363K $20.5M
APH
Amphenol Corp

Technology
10.2K
New
$61.62 - $78.55 $628K - $800K
10.2K $668K
MCO
Moodys Corp

Financial Services
1.41K
New
$437.8 - $527.48 $619K - $746K
1.41K $658K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
13.7K
+ 19.08%
$38.89 - $41.6 $532K - $569K
85.3K $3.45M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.4K
+ 5.33%
$44.41 - $45.98 $463K - $479K
206K $9.4M
FNDC
Schwab Fundamental Intl Small

ETFs
5.51K
+ 2.77%
$33.34 - $37.44 $184K - $206K
204K $7.39M
SCHV
Schwab Strategic Tr Us Large C

ETFs
16.2K
+ 5.18%
$25.77 - $27.6 $418K - $447K
329K $8.74M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
15.8K
+ 86.94%
$38.41 - $44.06 $608K - $697K
34K $1.33M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
3.43K
+ 2.82%
$37.06 - $41.11 $127K - $141K
125K $5.01M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
16.1K
+ 10.45%
$17.61 - $18.7 $283K - $301K
170K $3.18M
FREL
Fidelity Covington Tr Msci Rea

ETFs
12.8K
+ 12.17%
$25.98 - $28.59 $332K - $365K
118K $3.24M
FLJP
Franklin Templeton ETF Tr

ETFs
8.96K
+ 5.37%
$27.82 - $30.67 $249K - $275K
176K $5.17M
CME
Cme Group Inc.

Financial Services
1.41K
New
$225.82 - $266.54 $319K - $377K
1.41K $374K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.02K
+ 21.46%
$120.24 - $134.3 $483K - $539K
22.7K $2.77M
AVSD
American Centy ETF Tr Avantis

ETFs
5.3K
+ 80.29%
$54.89 - $62.11 $291K - $329K
11.9K $713K
FNDA
Schwab Fundamental U S Small C

ETFs
31.3K
+ 13.25%
$26.87 - $30.99 $842K - $971K
268K $7.33M
VV
Vanguard Large Cap ETF

ETFs
1.17K
New
$253.32 - $282.66 $296K - $330K
1.17K $300K
GTO
Invesco Actively Managed ETF T

ETFs
5.87K
New
$45.9 - $47.37 $269K - $278K
5.87K $275K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.45K
New
$106.22 - $111.09 $260K - $272K
2.45K $272K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
13.9K
+ 15.85%
$30.75 - $33.98 $427K - $472K
102K $3.16M
VTI
Vanguard Total Stock Market Et

ETFs
935
New
$271.18 - $303.12 $254K - $283K
935 $256K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
7.84K
+ 26.0%
$33.28 - $36.41 $261K - $285K
38K $1.3M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
7.26K
+ 54.86%
$37.84 - $44.02 $275K - $319K
20.5K $786K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
946
+ 0.44%
$42.4 - $44.11 $40.1K - $41.7K
216K $9.48M
PLTR
Palantir Technologies Inc.

Technology
2.69K
New
$64.98 - $124.62 $174K - $335K
2.69K $226K
BNDX
Vanguard Total International B

ETFs
4.51K
New
$48.33 - $49.5 $218K - $223K
4.51K $220K
QQQ
Invesco Qqq Trust, Series 1

ETFs
538
+ 54.67%
$468.34 - $539.52 $252K - $290K
1.52K $713K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.7K
+ 58.09%
$120.29 - $134.6 $204K - $229K
4.62K $564K
JPIE
J P Morgan Exchange Traded Fd
3.39K
+ 33.97%
$45.46 - $46.18 $154K - $157K
13.4K $615K
ISCG
Ishares Morningstar Small Cap

ETFs
13.7K
+ 13.15%
$44.44 - $52.05 $611K - $715K
118K $5.32M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.56K
+ 4.29%
$27.01 - $28.54 $96.2K - $102K
86.6K $2.42M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
903
+ 8.73%
$87.68 - $94.52 $79.2K - $85.4K
11.2K $1.05M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
5.12K
+ 15.42%
$20.04 - $20.39 $103K - $104K
38.3K $775K
ICLN
Ishares

ETFs
8.8K
+ 49.46%
$10.94 - $11.86 $96.3K - $104K
26.6K $303K
OKTA
Okta, Inc.

Technology
55
+ 1.8%
$78.83 - $116.72 $4.34K - $6.42K
3.12K $327K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.37K
+ 3.32%
$196.12 - $229.48 $268K - $314K
42.6K $8.62M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.04K
+ 4.48%
$49.25 - $50.66 $100K - $103K
47.6K $2.36M
EBAY
Ebay Inc

Consumer Cyclical
13
+ 0.1%
$61.61 - $70.93 $801 - $922
12.5K $843K
Activity Summary
Buys All Purchases 92 New Holdings 12 Increased Positions 80 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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