Opus Capital Group, LLC Portfolio Holdings
Opus Capital Group, LLC
- $800 Million
- Q3 2024
Opus Capital Group, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $800 Million distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $147M, Schwab Strategic Tr Intl Eqty with a value of $50.3M, Vanguard Intermediate Term Tre with a value of $42.8M, Ishares Core S&P Sm Cap ETF with a value of $42.1M, and Vanguard with a value of $33.5M.
Examining the 13F form we can see an increase of $98.7M in the current position value, from $701M to 800M.
Below you can find more details about Opus Capital Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$800 Million
ETFs: $691 Million
Consumer Defensive: $22.6 Million
Healthcare: $9.75 Million
Technology: $8.62 Million
Consumer Cyclical: $8.02 Million
Financial Services: $3.58 Million
Energy: $3 Million
Industrials: $2.44 Million
Other: $3.76 Million