Opes Wealth Management LLC Incresed Positions in Q4 2024

Opes Wealth Management LLC

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
120
+ 0.08%
$83.95 - $97.9 $10.1K - $11.7K
157K $14.5M
MSFT
Microsoft Corp

Technology
2.85K
+ 33.24%
$406.35 - $454.46 $1.16M - $1.3M
11.4K $4.82M
AMZN
Amazon Com Inc

Consumer Cyclical
3.73K
+ 75.82%
$180.88 - $232.93 $675K - $869K
8.65K $1.9M
CMF
Ishares California Muni Bond E

ETFs
19.9K
+ 6.12%
$56.66 - $58.1 $1.13M - $1.15M
345K $19.7M
GOOGL
Alphabet Inc.

Communication Services
3.43K
+ 46.05%
$161.86 - $196.66 $555K - $675K
10.9K $2.06M
SCHG
Schwab Strategic Tr Us Large C

ETFs
271K
+ 302.21%
$25.93 - $105.3 $7.03M - $28.5M
361K $10.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.65K
+ 283.19%
$88.59 - $94.57 $677K - $723K
10.3K $918K
IVV
Ishares Core S&P 500 ETF

ETFs
910
+ 224.14%
$570.51 - $610.59 $519K - $556K
1.32K $774K
NVDA
Nvidia Corp

Technology
1.17K
+ 3.96%
$117.0 - $148.88 $137K - $175K
30.8K $4.13M
IWF
Ishares Russell 1000 Gr ETF

ETFs
205
+ 1.23%
$370.24 - $418.94 $75.9K - $85.9K
16.9K $6.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
164
+ 0.37%
$241.48 - $274.89 $39.6K - $45.1K
44.7K $11.3M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
21.8K
+ 11.25%
$42.84 - $45.38 $932K - $988K
215K $9.25M
GOOG
Alphabet Inc.

Communication Services
527
+ 3.31%
$163.08 - $198.16 $85.9K - $104K
16.4K $3.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.17K
+ 22.23%
$126.68 - $134.74 $401K - $427K
17.4K $2.22M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.03K
+ 21.43%
$49.79 - $51.14 $400K - $411K
45.5K $2.28M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.93K
+ 8.33%
$96.64 - $101.23 $670K - $702K
90.2K $8.74M
NFLX
Netflix Inc

Communication Services
163
+ 29.69%
$687.65 - $936.56 $112K - $153K
712 $634K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
349K
+ 199.06%
$22.01 - $66.82 $7.69M - $23.3M
525K $11.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.95K
+ 3.42%
$61.68 - $67.87 $182K - $200K
89.3K $5.56M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.38K
+ 14.79%
$50.53 - $55.55 $171K - $188K
26.2K $1.34M
FNDA
Schwab Fundamental U S Small C

ETFs
121K
+ 104.76%
$29.26 - $59.11 $3.54M - $7.15M
236K $7.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
229
+ 30.33%
$481.22 - $538.17 $110K - $123K
984 $503K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.7K
+ 5.78%
$44.87 - $46.86 $479K - $500K
195K $8.77M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
215
+ 19.39%
$521.84 - $558.82 $112K - $120K
1.32K $713K
DIS
Walt Disney CO

Communication Services
626
+ 21.94%
$92.39 - $117.6 $57.8K - $73.6K
3.48K $387K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
5.15K
+ 15.82%
$23.99 - $24.55 $124K - $126K
37.7K $905K
NOW
Service Now, Inc.

Technology
2
+ 0.41%
$867.18 - $1148.42 $1.73K - $2.3K
494 $523K
FNDB
Schwab Fundamental U S Broad M

ETFs
348K
+ 204.23%
$23.07 - $70.32 $8.03M - $24.5M
519K $12.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
84
+ 5.7%
$567.81 - $607.81 $47.7K - $51.1K
1.56K $912K
ORCL
Oracle Corp

Technology
434
+ 22.11%
$165.41 - $192.43 $71.8K - $83.5K
2.4K $399K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
319
+ 2.01%
$121.89 - $135.52 $38.9K - $43.2K
16.2K $2.02M
V
Visa Inc.

Financial Services
68
+ 8.6%
$273.87 - $320.91 $18.6K - $21.8K
859 $271K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.08K
+ 22.57%
$50.34 - $56.61 $54.4K - $61.1K
5.87K $300K
ISCG
Ishares Morningstar Small Cap

ETFs
21
+ 0.02%
$48.22 - $54.03 $1.01K - $1.13K
104K $5.17M
META
Meta Platforms, Inc.

Communication Services
53
+ 4.81%
$554.08 - $632.68 $29.4K - $33.5K
1.16K $681K
USXF
Ishares Esg Advanced Msci Usa

Technology
500
+ 1.27%
$48.45 - $52.57 $24.2K - $26.3K
40K $1.99M
WMT
Walmart Inc.

Consumer Defensive
223
+ 7.91%
$79.1 - $95.7 $17.6K - $21.3K
3.04K $274K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
1.35K
+ 1.56%
$32.85 - $34.26 $44.3K - $46.2K
87.7K $2.9M
PYPL
Pay Pal Holdings, Inc.

Financial Services
10
+ 0.17%
$77.25 - $91.3 $773 - $913
6.05K $516K
SONY
Sony Group Corp

Technology
18.8K
+ 400.0%
$17.53 - $96.8 $329K - $1.82M
23.5K $496K
LLY
Eli Lilly & CO

Healthcare
80
+ 33.9%
$727.2 - $932.06 $58.2K - $74.6K
316 $243K
JPIE
J P Morgan Exchange Traded Fd
598
+ 6.37%
$45.59 - $46.25 $27.3K - $27.7K
9.98K $455K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
822
+ 0.5%
$65.67 - $69.79 $54K - $57.4K
165K $11M
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
UL
Unilever PLC

Consumer Defensive
527
+ 16.25%
$56.7 - $64.64 $29.9K - $34.1K
3.77K $213K
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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