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
ABT
Abbott Laboratories

Healthcare
80
+ 2.88%
$111.1 - $140.22 $8.89K - $11.2K
2.85K $378K
IDNA
Ishares Tr Genomics Immunology

ETFs
4.2K
+ 41.0%
$20.49 - $23.63 $86.1K - $99.2K
14.4K $295K
BND
Vanguard Bd Index Fd Inc Total

ETFs
633
+ 10.41%
$71.17 - $73.66 $45.1K - $46.6K
6.71K $492K
V
Visa Inc.

Financial Services
70
+ 8.15%
$306.92 - $362.71 $21.5K - $25.4K
929 $325K
AVSE
American Centy ETF Tr Avantis

ETFs
450
+ 2.04%
$48.73 - $53.38 $21.9K - $24K
22.5K $1.16M
USXF
Ishares Esg Advanced Msci Usa

Technology
3.55K
+ 8.88%
$46.38 - $52.65 $165K - $187K
43.5K $2.03M
IBM
International Business Machines Corp

Technology
50
+ 5.35%
$217.4 - $264.74 $10.9K - $13.2K
984 $244K
INTC
Intel Corp

Technology
43
+ 0.31%
$19.1 - $27.39 $821 - $1.18K
13.8K $312K
LLY
Eli Lilly & CO

Healthcare
21
+ 6.65%
$725.72 - $929.72 $15.2K - $19.5K
337 $278K
NFLX
Netflix Inc

Communication Services
1
+ 0.14%
$828.4 - $1058.6 $828 - $1.06K
713 $664K
JPM
Jpmorgan Chase & CO

Financial Services
84
+ 7.95%
$225.19 - $279.95 $18.9K - $23.5K
1.14K $279K
CSCO
Cisco Systems, Inc.

Technology
100
+ 1.48%
$58.74 - $64.87 $5.87K - $6.49K
6.88K $424K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
225
+ 3.14%
$45.92 - $47.58 $10.3K - $10.7K
7.38K $350K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
302
+ 2.27%
$22.46 - $23.26 $6.78K - $7.02K
13.6K $314K
AKAM
Akamai Technologies Inc

Technology
128
+ 2.7%
N/A
4.87K $442K
UNP
Union Pacific Corp

Industrials
7
+ 0.6%
$225.21 - $254.42 $1.58K - $1.78K
1.18K $278K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
800
+ 4.95%
$117.4 - $131.02 $93.9K - $105K
17K $2.03M
PEP
Pepsico Inc

Consumer Defensive
46
+ 1.63%
$142.64 - $156.42 $6.56K - $7.2K
2.87K $430K
J P Morgan Exchange Traded F
155K
New
N/A
155K $0
DFSU
Dimensional ETF Tr Dimen Us Su
460
+ 2.67%
N/A
17.7K $0
NEE
Nextera Energy Inc

Utilities
41
+ 0.95%
$66.96 - $76.16 $2.75K - $3.12K
4.36K $308K
HD
Home Depot, Inc.

Consumer Cyclical
25
+ 4.36%
$347.25 - $424.87 $8.68K - $10.6K
598 $219K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
520
+ 8.87%
$46.12 - $52.9 $24K - $27.5K
6.39K $296K
SPY
Spdr S&P 500 ETF Trust

ETFs
59
+ 3.79%
$551.42 - $612.93 $32.5K - $36.2K
1.62K $903K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
6
+ 0.2%
$67.03 - $74.61 $402 - $448
3.03K $206K
CRM
Salesforce, Inc.

Technology
225
+ 17.72%
$268.36 - $359.95 $60.4K - $81K
1.5K $401K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
700
+ 1.49%
$47.09 - $50.46 $33K - $35.3K
47.8K $2.27M
NKE
Nike, Inc.

Consumer Cyclical
107
+ 3.16%
$63.29 - $81.72 $6.77K - $8.74K
3.49K $221K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
50
+ 0.19%
$48.02 - $53.02 $2.4K - $2.65K
26.3K $1.3M
NXPI
Nxp Semiconductors N.V.

Technology
15
+ 0.7%
$189.99 - $245.86 $2.85K - $3.69K
2.16K $409K
AMAT
Applied Materials Inc

Technology
15
+ 0.6%
$145.06 - $195.51 $2.18K - $2.93K
2.51K $364K
BJAN
Innovator U.S. Equity Buffer E

ETFs
430
+ 0.79%
$46.03 - $49.45 $19.8K - $21.3K
55K $2.56M
WDAY
Workday, Inc.

Technology
6
+ 0.2%
$233.53 - $277.82 $1.4K - $1.67K
3.05K $712K
ADBE
Adobe Inc.

Technology
6
+ 0.48%
$377.84 - $464.11 $2.27K - $2.78K
1.26K $482K
PYPL
Pay Pal Holdings, Inc.

Financial Services
45
+ 0.74%
$65.15 - $91.81 $2.93K - $4.13K
6.09K $397K
CAT
Caterpillar Inc

Industrials
1
+ 0.02%
$326.75 - $407.63 $327 - $408
4.96K $1.63M
AMZN
Amazon Com Inc

Consumer Cyclical
16
+ 0.19%
$190.26 - $242.06 $3.04K - $3.87K
8.66K $1.65M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.4K
+ 2.74%
$21.23 - $23.75 $305K - $341K
539K $11.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
27.4K
+ 7.59%
$24.91 - $29.02 $682K - $794K
388K $9.72M
MSFT
Microsoft Corp

Technology
173
+ 1.51%
$375.39 - $447.2 $64.9K - $77.4K
11.6K $4.36M
NVDA
Nvidia Corp

Technology
1.58K
+ 5.13%
$106.98 - $149.43 $169K - $236K
32.4K $3.51M
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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