Opus Capital Group, LLC Purchases and Sells in Q2 2025

Opus Capital Group, LLC

$835 Million
Q2 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
Vanguard Core Tax-Exempt Bond ETF	143K + 2135.19%	N/A	150K $11M
Vanguard Short Duration Tax-Exempt Bond ETF	70K + 1578.17%	N/A	74.4K $5.64M
IWF	11.3K + 380.93%	$320.42 - $424.58 $3.61M - $4.78M	14.2K $6.04M
SCHA	128K + 244.41%	$20.42 - $25.3 $2.61M - $3.24M	180K $4.56M
VONE	4.99K + 8.64%	$225.48 - $280.86 $1.12M - $1.4M	62.7K $17.6M
Alpha Architect 1-3 Month Box ETF	20.5K + 12.59%	N/A	183K $20.6M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	6.66K New	N/A	6.66K $2.03M
DFAS	15.2K New	$52.31 - $63.72 $797K - $971K	15.2K $971K
UNH	904 New	$274.35 - $599.47 $248K - $542K	904 $282K
General Electric	954 New	N/A	954 $246K
AMD	1.59K New	$78.21 - $143.81 $124K - $229K	1.59K $225K
ORCL	970 New	$122.82 - $218.63 $119K - $212K	970 $212K

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	-36.6K - 46.29%	$102.31 - $105.8 $3.74M - $3.87M	42.4K $4.43M
VGSH	-44.4K - 7.86%	$58.32 - $58.95 $2.59M - $2.61M	520K $30.6M
PG	-352 - 0.3%	$157.66 - $172.39 $55.5K - $60.7K	119K $18.9M
VGIT	-25.6K - 3.34%	$58.63 - $59.9 $1.5M - $1.53M	741K $44.3M
QQQ	-1.99K - 70.31%	$416.06 - $551.64 $828K - $1.1M	840 $463K
SGOV	-6.59K - 2.29%	$100.35 - $100.71 $661K - $664K	281K $28.3M

Activity Summary All Purchases 37 New Holdings 6 Increased Positions 31 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Opus Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opus Capital Group, LLC with notifications on news.