Opes Wealth Management LLC Purchases in Q4 2024

Opes Wealth Management LLC

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.68K
+ 2.65%
$69.58 - $74.87 $187K - $201K
104K $7.28M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
360
+ 5.88%
$68.01 - $70.67 $24.5K - $25.4K
6.49K $442K
ALB
Albemarle Corp

Basic Materials
760
+ 11.34%
$86.08 - $111.3 $65.4K - $84.6K
7.46K $642K
FLIA
Franklin Templeton ETF Tr Libe

ETFs
1.08K
+ 3.35%
$20.11 - $20.99 $21.7K - $22.6K
33.2K $673K
VTV
Vanguard Value ETF

ETFs
58
+ 4.8%
$168.32 - $181.87 $9.76K - $10.5K
1.27K $214K
ADBE
Adobe Inc.

Technology
183
+ 17.1%
$437.39 - $552.96 $80K - $101K
1.25K $557K
UL
Unilever PLC

Consumer Defensive
527
+ 16.25%
$56.7 - $64.64 $29.9K - $34.1K
3.77K $213K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
360
+ 5.3%
$46.33 - $48.6 $16.7K - $17.5K
7.16K $332K
CVX
Chevron Corp

Energy
39
+ 2.52%
$141.15 - $162.53 $5.5K - $6.34K
1.59K $229K
ABT
Abbott Laboratories

Healthcare
34
+ 1.24%
$111.93 - $119.39 $3.81K - $4.06K
2.77K $313K
RTX
Raytheon Technologies Corp

Industrials
50
+ 1.74%
$114.45 - $127.21 $5.72K - $6.36K
2.93K $338K
BND
Vanguard Bd Index Fd Inc Total

ETFs
27
+ 0.45%
$71.75 - $75.11 $1.94K - $2.03K
6.08K $437K
UNP
Union Pacific Corp

Industrials
13
+ 1.12%
$223.15 - $249.32 $2.9K - $3.24K
1.17K $267K
PEP
Pepsico Inc

Consumer Defensive
96
+ 3.52%
$151.29 - $176.1 $14.5K - $16.9K
2.83K $429K
EBAY
Ebay Inc

Consumer Cyclical
13
+ 0.1%
$57.51 - $67.17 $748 - $873
12.4K $770K
QCOM
Qualcomm Inc

Technology
30
+ 1.07%
$150.4 - $178.04 $4.51K - $5.34K
2.83K $434K
INTC
Intel Corp

Technology
183
+ 1.35%
$19.07 - $26.23 $3.49K - $4.8K
13.7K $275K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
308
+ 1.96%
$56.61 - $61.63 $17.4K - $19K
16K $906K
NXPI
Nxp Semiconductors N.V.

Technology
13
+ 0.61%
$207.27 - $255.58 $2.69K - $3.32K
2.14K $445K
IWD
Ishares Russell 1000 Val ETF

ETFs
20
+ 0.12%
$183.23 - $199.79 $3.66K - $4K
16.3K $3.02M
AVSE
American Centy ETF Tr Avantis

ETFs
355
+ 1.64%
$50.47 - $56.52 $17.9K - $20.1K
22.1K $1.11M
FNDC
Schwab Fundamental Intl Small

ETFs
18.4K
+ 10.22%
$33.92 - $38.03 $624K - $700K
199K $6.78M
SCHV
Schwab Strategic Tr Us Large C

ETFs
210K
+ 204.8%
$25.79 - $80.4 $5.42M - $16.9M
313K $8.15M
AMD
Advanced Micro Devices Inc

Technology
190
+ 7.04%
$118.88 - $172.8 $22.6K - $32.8K
2.89K $349K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.95K
+ 59.3%
$22.63 - $47.53 $112K - $235K
13.3K $301K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
5.77K
+ 3.89%
$17.44 - $19.38 $101K - $112K
154K $2.73M
FLJP
Franklin Templeton ETF Tr

ETFs
5.67K
+ 3.51%
$28.25 - $30.5 $160K - $173K
167K $4.78M
JNJ
Johnson & Johnson

Healthcare
62
+ 0.75%
$143.34 - $165.86 $8.89K - $10.3K
8.31K $1.2M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
335
+ 1.54%
$64.62 - $71.43 $21.6K - $23.9K
22.1K $1.43M
FNDX
Schwab Fundamental U S Large C

ETFs
324K
+ 199.25%
$23.49 - $71.77 $7.61M - $23.3M
487K $11.5M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
89
+ 0.12%
$38.96 - $43.28 $3.47K - $3.85K
71.7K $2.82M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.08K
+ 1.95%
$37.12 - $41.23 $40K - $44.4K
56.4K $2.09M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10
+ 0.02%
$44.04 - $49.49 $440 - $495
56.6K $2.49M
VOE
Vanguard Mid Cap Value Index F

ETFs
369
+ 0.75%
$160.89 - $176.18 $59.4K - $65K
49.6K $8.03M
FREL
Fidelity Covington Tr Msci Rea

ETFs
112
+ 0.11%
$26.61 - $29.85 $2.98K - $3.34K
105K $2.84M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
2.44K
+ 2.04%
$37.33 - $40.39 $90.9K - $98.3K
122K $4.56M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
5.64K
+ 4.12%
$28.33 - $31.77 $160K - $179K
143K $4.04M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.79K
+ 4.06%
$34.13 - $37.35 $232K - $253K
174K $5.93M
VEA
Vanguard Ftse Developed Market

ETFs
6.18K
+ 4.7%
$47.57 - $52.44 $294K - $324K
138K $6.58M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.56K
+ 1.67%
$45.07 - $47.1 $250K - $262K
339K $15.3M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
12K
+ 3.69%
$26.16 - $29.13 $315K - $350K
338K $8.85M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.91K
+ 1.89%
$38.37 - $42.82 $150K - $167K
210K $8.07M
PDN
Invesco Fd Tr

ETFs
1.39K
+ 0.69%
$31.62 - $34.97 $44K - $48.7K
204K $6.44M
FNDF
Schwab Fundamental Intl Large

ETFs
40.4K
+ 6.35%
$32.92 - $37.15 $1.33M - $1.5M
676K $22.5M
Activity Summary
Buys All Purchases 95 New Holdings 6 Increased Positions 89 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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