Opes Wealth Management LLC Incresed Positions in Q3 2025

Opes Wealth Management LLC

  • $567 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
115K
+ 2614.71%
$49.0 - $49.51 $5.65M - $5.71M
120K $5.92M
CMF
Ishares California Muni Bond E

ETFs
31.1K
+ 8.03%
$55.16 - $57.13 $1.72M - $1.78M
418K $23.9M
FNDB
Schwab Fundamental U S Broad M

ETFs
21.4K
+ 3.05%
$23.83 - $25.77 $509K - $551K
723K $18.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.78K
+ 0.44%
$28.92 - $32.19 $51.4K - $57.3K
411K $13.1M
NVDA
Nvidia Corp

Technology
457
+ 1.43%
$153.3 - $186.58 $70.1K - $85.3K
32.4K $6.04M
FNDA
Schwab Fundamental U S Small C

ETFs
8.43K
+ 2.88%
$28.75 - $31.93 $242K - $269K
301K $9.37M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.82K
+ 2.78%
$164.63 - $174.58 $300K - $318K
67.5K $11.8M
GOOG
Alphabet Inc.

Communication Services
172
+ 1.26%
$175.16 - $255.24 $30.1K - $43.9K
13.9K $3.38M
FNDC
Schwab Fundamental Intl Small

ETFs
7.91K
+ 3.79%
$41.81 - $45.21 $331K - $357K
217K $9.65M
VOT
Vanguard Mid Cap Growth Index

ETFs
600
+ 1.11%
$282.75 - $294.19 $170K - $177K
54.5K $16M
ISCG
Ishares Morningstar Small Cap

ETFs
944
+ 0.74%
$49.84 - $55.14 $47K - $52.1K
128K $6.95M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.28K
+ 0.37%
$27.61 - $29.15 $35.3K - $37.3K
345K $10M
FLJP
Franklin Templeton ETF Tr

ETFs
874
+ 0.47%
$30.82 - $35.17 $26.9K - $30.7K
187K $6.45M
CAT
Caterpillar Inc

Industrials
27
+ 0.55%
$390.92 - $477.15 $10.6K - $12.9K
4.98K $2.38M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.03K
+ 3.04%
$97.75 - $100.75 $296K - $305K
103K $10.3M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
91
+ 0.05%
$70.77 - $73.59 $6.44K - $6.7K
186K $13.6M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1.42K
+ 1.14%
$44.58 - $48.01 $63.5K - $68.4K
127K $6.07M
META
Meta Platforms, Inc.

Communication Services
443
+ 37.45%
$695.21 - $791.73 $308K - $351K
1.63K $1.19M
MSFT
Microsoft Corp

Technology
120
+ 1.07%
$491.09 - $535.64 $58.9K - $64.3K
11.3K $5.88M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.7K
+ 8.53%
$48.5 - $50.19 $228K - $236K
59.7K $2.99M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.89K
+ 1.62%
$72.01 - $74.44 $136K - $141K
119K $8.74M
EBAY
Ebay Inc

Consumer Cyclical
5
+ 0.04%
$75.33 - $100.77 $377 - $504
12.5K $1.13M
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.58K
+ 2.97%
$26.84 - $28.32 $96.1K - $101K
124K $3.46M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
355
+ 2.07%
$132.9 - $142.03 $47.2K - $50.4K
17.5K $2.47M
BJAN
Innovator U.S. Equity Buffer E

ETFs
105
+ 0.19%
$50.19 - $53.05 $5.27K - $5.57K
56.5K $3M
USXF
Ishares Esg Advanced Msci Usa

Technology
210
+ 0.47%
$53.69 - $57.31 $11.3K - $12K
45K $2.58M
AMZN
Amazon Com Inc

Consumer Cyclical
725
+ 10.41%
$211.65 - $238.24 $153K - $173K
7.69K $1.69M
PLTR
Palantir Technologies Inc.

Technology
179
+ 6.68%
$130.68 - $186.97 $23.4K - $33.5K
2.86K $521K
ALB
Albemarle Corp

Basic Materials
155
+ 2.07%
$62.9 - $88.1 $9.75K - $13.7K
7.63K $618K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
50
+ 0.1%
$51.7 - $54.73 $2.59K - $2.74K
48.9K $2.68M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.1K
+ 2.45%
$26.38 - $27.95 $55.4K - $58.7K
87.9K $2.4M
TSLA
Tesla, Inc.

Consumer Cyclical
30
+ 3.95%
$293.94 - $444.72 $8.82K - $13.3K
789 $350K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
512
+ 0.39%
$31.73 - $33.71 $16.2K - $17.3K
133K $4.48M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
3.2K
+ 3.0%
N/A
110K $3.39M
JPIE
J P Morgan Exchange Traded Fd
2.06K
+ 16.76%
$46.01 - $46.55 $94.6K - $95.8K
14.3K $665K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
503
+ 1.7%
$50.02 - $53.28 $25.2K - $26.8K
30K $1.57M
AMD
Advanced Micro Devices Inc

Technology
150
+ 5.5%
$134.8 - $184.42 $20.2K - $27.7K
2.88K $465K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
638
+ 8.5%
$46.4 - $51.49 $29.6K - $32.9K
8.15K $407K
AMAT
Applied Materials Inc

Technology
10
+ 0.44%
$156.25 - $204.95 $1.56K - $2.05K
2.29K $469K
JPM
Jpmorgan Chase & CO

Financial Services
64
+ 8.93%
$282.78 - $316.06 $18.1K - $20.2K
781 $246K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
65
+ 0.33%
$71.6 - $76.11 $4.65K - $4.95K
19.8K $1.5M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
480
+ 1.22%
$23.69 - $24.32 $11.4K - $11.7K
39.7K $965K
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 2.64%
$357.4 - $423.42 $5.36K - $6.35K
584 $236K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
3.71K
+ 2.3%
$19.15 - $20.2 $71.1K - $75K
165K $3.18M
QCOM
Qualcomm Inc

Technology
11
+ 0.39%
$145.84 - $173.55 $1.6K - $1.91K
2.85K $474K
CVX
Chevron Corp

Energy
20
+ 1.4%
$145.57 - $161.83 $2.91K - $3.24K
1.45K $225K
UNP
Union Pacific Corp

Industrials
40
+ 3.4%
$214.91 - $237.16 $8.6K - $9.49K
1.22K $287K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.11%
$133.81 - $152.16 $268 - $304
1.83K $256K
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 12.5%
$915.95 - $994.57 $24.7K - $26.9K
243 $224K
Activity Summary
Buys All Purchases 66 New Holdings 5 Increased Positions 61 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 1
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