Opes Wealth Management LLC Portfolio Holdings

Opes Wealth Management LLC

  • $514 Million
  • Q3 2024

Opes Wealth Management LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $514 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $146M, Schwab Fundamental Intl Large with a value of $23.8M, Ishares California Muni Bond E with a value of $18.9M, Ishares Core Total Usd Bond Ma with a value of $15.7M, and Gilead Sciences, Inc. with a value of $13.2M.

Examining the 13F form we can see an increase of $38.4M in the current position value, from $476M to 514M.

Opes Wealth Management LLC is based out at Menlo Park, CA

Below you can find more details about Opes Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $514 Million
ETFs: $315 Million
Technology: $161 Million
Healthcare: $16.5 Million
Communication Services: $5.6 Million
Consumer Cyclical: $3.32 Million
Industrials: $3 Million
Consumer Defensive: $1.7 Million
Financial Services: $817,000
Other: $1.23 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $514 Million
  • Prior Value $476 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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