Opus Capital Group, LLC Incresed Positions in Q3 2024

Opus Capital Group, LLC

  • $800 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17.6K
+ 6.78%
$475.2 - $527.7 $8.37M - $9.3M
278K $147M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
113K
+ 10.17%
$36.98 - $41.55 $4.18M - $4.7M
1.22M $50.3M
LLY
Eli Lilly & CO

Healthcare
8.01K
+ 725.84%
$772.14 - $960.02 $6.18M - $7.69M
9.11K $8.07M
VGIT
Vanguard Intermediate Term Tre

ETFs
85.9K
+ 13.82%
$57.8 - $60.8 $4.97M - $5.23M
708K $42.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20.3K
+ 5.96%
$105.53 - $118.34 $2.14M - $2.4M
360K $42.1M
AVLV
American Centy ETF Tr Avantis
37K
+ 8.02%
$60.05 - $65.83 $2.22M - $2.44M
498K $32.8M
Alpha Architect 1 3 Month Box ETF
31.9K
+ 44.27%
N/A
104K $11.3M
AVDV
American Centy ETF Tr Avantis

ETFs
24.2K
+ 7.57%
$62.52 - $71.12 $1.51M - $1.72M
344K $24.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
32K
+ 12.67%
$100.3 - $100.74 $3.21M - $3.23M
285K $28.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
45.4K
+ 9.54%
$30.74 - $34.07 $1.4M - $1.55M
521K $17.8M
AVUV
American Centy ETF Tr Avantis

ETFs
12.1K
+ 8.82%
$88.24 - $99.7 $1.07M - $1.21M
149K $14.3M
SYLD
Cambria Shareholder Yld ETF

ETFs
15.5K
+ 7.57%
$66.68 - $72.81 $1.04M - $1.13M
221K $16M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
8.6K
+ 8.77%
$119.93 - $131.26 $1.03M - $1.13M
107K $13.9M
IEMG
Ishares Inc

ETFs
18.8K
+ 9.42%
$53.64 - $53.64 $1.01M - $1.01M
219K $12.6M
VGSH
Vanguard

ETFs
17.6K
+ 3.2%
$57.74 - $59.13 $1.02M - $1.04M
567K $33.5M
PG
Procter & Gamble CO

Consumer Defensive
3.61K
+ 3.21%
$160.76 - $177.82 $580K - $642K
116K $20.1M
AVEM
American Centy ETF Tr Avantis

ETFs
12.3K
+ 7.08%
$57.2 - $65.59 $703K - $806K
186K $12M
SCI
Service Corp International

Consumer Cyclical
3.88K
+ 5.72%
$69.55 - $80.63 $270K - $313K
71.8K $5.67M
HD
Home Depot, Inc.

Consumer Cyclical
136
+ 6.95%
$333.64 - $405.2 $45.4K - $55.1K
2.09K $848K
TRV
Travelers Companies, Inc.

Financial Services
388
+ 18.05%
$201.87 - $242.35 $78.3K - $94K
2.54K $594K
META
Meta Platforms, Inc.

Communication Services
20
+ 0.95%
$453.41 - $572.44 $9.07K - $11.4K
2.12K $1.21M
MDLZ
Mondelez International, Inc.

Consumer Defensive
949
+ 10.93%
$64.35 - $75.71 $61.1K - $71.8K
9.63K $710K
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.07%
$520.18 - $576.82 $1.56K - $1.73K
4.11K $2.37M
ADP
Automatic Data Processing Inc

Industrials
178
+ 10.01%
$233.44 - $279.45 $41.6K - $49.7K
1.96K $542K
SCHA
Schwab Strategic Tr Us Small C

ETFs
33
+ 0.13%
$46.9 - $51.96 $1.55K - $1.71K
26.3K $1.36M
AVGO
Broadcom Inc.

Technology
6.58K
+ 896.05%
$136.27 - $1745.86 $896K - $11.5M
7.31K $1.26M
JPM
Jpmorgan Chase & CO

Financial Services
156
+ 4.81%
$194.9 - $224.8 $30.4K - $35.1K
3.4K $717K
XOM
Exxon Mobil Corp

Energy
378
+ 4.95%
$109.72 - $119.0 $41.5K - $45K
8.02K $940K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
146
+ 6.81%
$210.25 - $231.86 $30.7K - $33.9K
2.29K $511K
WMB
Williams Companies, Inc.

Energy
511
+ 4.54%
$41.24 - $46.22 $21.1K - $23.6K
11.8K $537K
AMZN
Amazon Com Inc

Consumer Cyclical
325
+ 30.35%
$161.02 - $200.0 $52.3K - $65K
1.4K $260K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
651
+ 6.8%
$47.18 - $48.74 $30.7K - $31.7K
10.2K $498K
FNDA
Schwab Fundamental U S Small C

ETFs
5
+ 0.06%
$54.26 - $60.01 $271 - $300
8.68K $517K
VONG
Vanguard Russell 1000 Growth E

ETFs
3
+ 0.02%
$85.48 - $98.39 $256 - $295
14.7K $1.42M
SLS
Sellas Life Sciences Group, Inc.

Healthcare
5.1K
+ 2.31%
$1.08 - $1.39 $5.51K - $7.09K
226K $283K
NVDA
Nvidia Corp

Technology
207
+ 2.58%
$98.91 - $134.91 $20.5K - $27.9K
8.24K $1M
MSFT
Microsoft Corp

Technology
121
+ 4.43%
$395.15 - $467.56 $47.8K - $56.6K
2.85K $1.23M
AMD
Advanced Micro Devices Inc

Technology
10
+ 0.64%
$128.67 - $183.96 $1.29K - $1.84K
1.58K $260K
VDE
Vanguard Energy ETF

ETFs
4
+ 0.2%
$117.44 - $131.06 $470 - $524
2.05K $251K
SCHW
Schwab Charles Corp

Financial Services
127
+ 3.37%
$61.74 - $76.08 $7.84K - $9.66K
3.89K $252K
Merck & CO
380
+ 5.73%
N/A
7.01K $796K
MTDR
Matador Resources CO

Energy
11
+ 0.2%
$47.4 - $65.22 $521 - $717
5.64K $279K
Activity Summary
Buys All Purchases 56 New Holdings 13 Increased Positions 43 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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