Opes Wealth Management LLC Sells in Q1 2025

Opes Wealth Management LLC

  • $486 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-30.6K
- 6.9%
$209.68 - $247.1 $6.42M - $7.57M
413K $91.8M
VEA
Vanguard Ftse Developed Market

ETFs
-56.7K
- 41.17%
$47.4 - $52.99 $2.69M - $3M
81K $4.12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-38.9K
- 22.37%
$33.84 - $37.77 $1.32M - $1.47M
135K $4.91M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-30.5K
- 14.5%
$37.07 - $40.63 $1.13M - $1.24M
180K $7.08M
GOOG
Alphabet Inc.

Communication Services
-2.65K
- 16.15%
$156.06 - $207.71 $414K - $551K
13.8K $2.15M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-116
- 0.69%
$360.07 - $417.26 $41.8K - $48.4K
16.8K $6.07M
IVV
Ishares Core S&P 500 ETF

ETFs
-825
- 62.69%
$554.06 - $615.85 $457K - $508K
491 $275K
GOOGL
Alphabet Inc.

Communication Services
-66
- 0.61%
$154.33 - $206.19 $10.2K - $13.6K
10.8K $1.67M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.76K
- 13.71%
$42.5 - $46.71 $330K - $363K
48.8K $2.21M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.43K
- 45.28%
$168.16 - $186.21 $240K - $266K
1.73K $295K
NOW
Service Now, Inc.

Technology
-2
- 0.4%
$783.83 - $1170.39 $1.57K - $2.34K
492 $391K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-4.49K
- 14.91%
$32.74 - $36.2 $147K - $162K
25.6K $894K
ALB
Albemarle Corp

Basic Materials
-10
- 0.13%
$69.95 - $97.49 $700 - $975
7.45K $536K
ORCL
Oracle Corp

Technology
-111
- 4.63%
$139.81 - $186.47 $15.5K - $20.7K
2.29K $319K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.85K
- 11.56%
$55.47 - $61.45 $103K - $114K
14.1K $834K
AMD
Advanced Micro Devices Inc

Technology
-155
- 5.36%
$96.63 - $129.55 $15K - $20.1K
2.74K $280K
DIS
Walt Disney CO

Communication Services
-118
- 3.39%
$96.87 - $114.0 $11.4K - $13.5K
3.36K $331K
RTX
Raytheon Technologies Corp

Industrials
-789
- 26.94%
$114.1 - $135.66 $90K - $107K
2.14K $283K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-30
- 2.27%
$507.05 - $563.67 $15.2K - $16.9K
1.29K $664K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-1.69K
- 4.48%
$23.87 - $24.35 $40.3K - $41.2K
36K $863K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-4.34K
- 7.7%
$36.91 - $41.03 $160K - $178K
52.1K $2.07M
META
Meta Platforms, Inc.

Communication Services
-17
- 1.47%
$576.36 - $736.67 $9.8K - $12.5K
1.14K $655K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-295
- 4.55%
$67.41 - $69.37 $19.9K - $20.5K
6.19K $425K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-8.19K
- 5.75%
$28.25 - $31.5 $231K - $258K
134K $4.02M
IDEV
Ishares Core Msci Intl Develop

ETFs
-384
- 10.95%
$63.77 - $71.36 $24.5K - $27.4K
3.12K $215K
VTV
Vanguard Value ETF

ETFs
-38
- 3.0%
$167.73 - $179.21 $6.37K - $6.81K
1.23K $212K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-5.78K
- 39.89%
N/A
8.71K $0
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-850
- 3.85%
$63.91 - $70.19 $54.3K - $59.7K
21.2K $1.43M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-150
- 0.86%
$126.11 - $135.06 $18.9K - $20.3K
17.3K $2.23M
UL
Unilever PLC

Consumer Defensive
-9
- 0.24%
$54.72 - $60.29 $492 - $543
3.76K $223K
EFV
Msci Eafe Value ETF

ETFs
-433
- 8.03%
$51.88 - $60.73 $22.5K - $26.3K
4.96K $292K
CVX
Chevron Corp

Energy
-95
- 5.99%
$146.71 - $167.97 $13.9K - $16K
1.49K $249K
JNJ
Johnson & Johnson

Healthcare
-785
- 9.44%
$142.06 - $167.7 $112K - $132K
7.53K $1.25M
BMY
Bristol Myers Squibb CO

Healthcare
-1
- -0.0%
$53.9 - $63.11 $53.9 - $63.1
20.4K $1.24M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-6.98K
- 2.07%
$25.44 - $27.95 $178K - $195K
331K $8.94M
PM
Philip Morris International Inc.

Consumer Defensive
-30
- 1.0%
$117.15 - $158.79 $3.51K - $4.76K
2.97K $470K
PDN
Invesco Fd Tr

ETFs
-4.14K
- 2.03%
$31.2 - $34.9 $129K - $144K
200K $6.69M
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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