Opal Wealth Advisors
Latest statistics and disclosures from Opal Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PVAL, LRGE, VBR, ISTB, AAPL, and represent 43.22% of Opal Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$6.1M), PVAL, LRGE, NCDL, VBR, ISTB, IEF, JMST, UNH, COWZ.
- Reduced shares in these 10 stocks: IVE, MUB, TLT, PG, , CI, JMUB, TEAM, JCI, GBTC.
- Sold out of its positions in AAON, AFL, AGCO, AES, AMCX, AMN, ARKK, ARKW, GOLF, ADUS.
- Opal Wealth Advisors was a net seller of stock by $-6.6M.
- Opal Wealth Advisors has $319M in assets under management (AUM), dropping by 2.52%.
- Central Index Key (CIK): 0001844201
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Portfolio Holdings for Opal Wealth Advisors
Opal Wealth Advisors holds 189 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 14.1 | $45M | +10% | 1.2M | 37.94 |
|
| Legg Mason Etf Invt Clearbrideg Lr (LRGE) | 12.1 | $39M | +6% | 528k | 73.02 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 7.6 | $24M | +8% | 121k | 200.78 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 5.1 | $16M | +11% | 336k | 48.68 |
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| Apple (AAPL) | 4.2 | $14M | +81% | 58k | 233.00 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 3.7 | $12M | 233k | 51.27 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.9 | $9.2M | 96k | 95.95 |
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| Ishares Tr New York Mun Etf (NYF) | 2.8 | $8.9M | 164k | 54.33 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 2.6 | $8.4M | +9% | 165k | 50.94 |
|
| Select Sector Spdr Tr Indl (XLI) | 2.5 | $7.9M | +2% | 58k | 135.44 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 2.1 | $6.7M | -13% | 34k | 197.17 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.5 | $4.6M | 91k | 51.12 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $4.0M | +2% | 7.0k | 573.79 |
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| Microsoft Corporation (MSFT) | 1.2 | $4.0M | 9.2k | 430.31 |
|
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| Nuveen Churchill Direct Lend Com Shs (NCDL) | 1.1 | $3.4M | +184% | 195k | 17.42 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 1.0 | $3.2M | -2% | 60k | 52.98 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.0 | $3.1M | +8% | 67k | 46.74 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.0 | $3.1M | +3% | 101k | 30.44 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.9 | $2.8M | 34k | 82.94 |
|
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.9 | $2.8M | +3% | 29k | 96.95 |
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| UnitedHealth (UNH) | 0.8 | $2.7M | +18% | 4.5k | 584.68 |
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| Ishares Tr Core Total Usd (IUSB) | 0.8 | $2.6M | -4% | 56k | 47.12 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.8 | $2.6M | +10% | 25k | 107.10 |
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| NVIDIA Corporation (NVDA) | 0.8 | $2.5M | -3% | 21k | 121.44 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.7 | $2.1M | -4% | 48k | 44.71 |
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| Amazon (AMZN) | 0.7 | $2.1M | +5% | 11k | 186.33 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $2.1M | 39k | 52.86 |
|
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $1.8M | 6.5k | 284.00 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.6 | $1.8M | +3% | 39k | 45.51 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.5 | $1.7M | -2% | 66k | 25.47 |
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| Visa Com Cl A (V) | 0.5 | $1.5M | +2% | 5.4k | 274.95 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $1.5M | +461% | 15k | 98.12 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.4 | $1.4M | 29k | 48.14 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $1.4M | 12k | 116.96 |
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| Meta Platforms Cl A (META) | 0.4 | $1.4M | +3% | 2.4k | 572.44 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $1.4M | -7% | 16k | 83.09 |
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| Tesla Motors (TSLA) | 0.4 | $1.3M | 5.1k | 261.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.2M | 4.3k | 283.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.2M | +7% | 7.1k | 165.84 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.4 | $1.1M | +6% | 22k | 50.88 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $1.1M | +55% | 19k | 57.83 |
|
| Coca-Cola Company (KO) | 0.3 | $1.1M | +6% | 15k | 71.86 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.1M | +4% | 9.4k | 117.22 |
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| Abbvie (ABBV) | 0.3 | $1.0M | 5.2k | 197.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.0M | 1.8k | 576.82 |
|
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| Spdr Ser Tr S&p Homebuild (XHB) | 0.3 | $951k | -2% | 7.6k | 124.56 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $919k | +8% | 15k | 62.69 |
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| Home Depot (HD) | 0.3 | $910k | -2% | 2.2k | 405.20 |
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| S&p Global (SPGI) | 0.3 | $905k | 1.8k | 516.62 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $898k | +7% | 36k | 25.16 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $888k | +15% | 1.4k | 618.57 |
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| Nfj Dividend Interest (NFJ) | 0.3 | $831k | -13% | 64k | 13.04 |
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| Eli Lilly & Co. (LLY) | 0.3 | $812k | +12% | 916.00 | 885.94 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.3 | $800k | -3% | 8.5k | 94.61 |
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| Oracle Corporation (ORCL) | 0.2 | $754k | 4.4k | 170.40 |
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| Lowe's Companies (LOW) | 0.2 | $745k | 2.8k | 270.85 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.2 | $723k | 6.9k | 104.67 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $708k | -9% | 4.2k | 167.19 |
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| Uber Technologies (UBER) | 0.2 | $705k | +4% | 9.4k | 75.16 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 0.2 | $705k | +25% | 15k | 46.52 |
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| Netflix (NFLX) | 0.2 | $693k | 977.00 | 709.27 |
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| Fiserv (FI) | 0.2 | $684k | -6% | 3.8k | 179.65 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $662k | +5% | 3.1k | 210.86 |
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| Caterpillar (CAT) | 0.2 | $648k | -2% | 1.7k | 391.01 |
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| Stryker Corporation (SYK) | 0.2 | $646k | 1.8k | 361.26 |
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| FedEx Corporation (FDX) | 0.2 | $635k | +12% | 2.3k | 273.68 |
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| Walt Disney Company (DIS) | 0.2 | $631k | 6.6k | 96.19 |
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| Wal-Mart Stores (WMT) | 0.2 | $618k | +12% | 7.7k | 80.75 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $607k | -2% | 1.3k | 460.26 |
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| Bank of America Corporation (BAC) | 0.2 | $607k | +7% | 15k | 39.68 |
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| Union Pacific Corporation (UNP) | 0.2 | $599k | -3% | 2.4k | 246.48 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $591k | -24% | 3.3k | 179.16 |
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| Cisco Systems (CSCO) | 0.2 | $585k | -3% | 11k | 53.22 |
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| International Business Machines (IBM) | 0.2 | $585k | 2.6k | 221.10 |
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| American Express Company (AXP) | 0.2 | $572k | 2.1k | 271.20 |
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| Qualcomm (QCOM) | 0.2 | $560k | -4% | 3.3k | 170.05 |
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| Philip Morris International (PM) | 0.2 | $539k | +93% | 4.4k | 121.41 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.2 | $531k | +4% | 15k | 36.49 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $519k | +9% | 5.7k | 91.81 |
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| Nextera Energy (NEE) | 0.2 | $507k | +57% | 6.0k | 84.54 |
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| McKesson Corporation (MCK) | 0.1 | $475k | -5% | 960.00 | 494.42 |
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| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.1 | $474k | 12k | 40.78 |
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| First Trust Enhanced Equity Income Fund (FFA) | 0.1 | $472k | -22% | 23k | 20.34 |
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| Honeywell International (HON) | 0.1 | $460k | +5% | 2.2k | 206.70 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $454k | 6.2k | 73.42 |
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| Amgen (AMGN) | 0.1 | $451k | 1.4k | 322.21 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $449k | -2% | 3.7k | 121.15 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $449k | 11k | 41.19 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $432k | +2% | 9.2k | 47.13 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $427k | +18% | 2.5k | 173.67 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $411k | +8% | 842.00 | 488.07 |
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| TJX Companies (TJX) | 0.1 | $409k | -3% | 3.5k | 117.54 |
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| Illinois Tool Works (ITW) | 0.1 | $408k | 1.6k | 262.10 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $395k | -7% | 2.6k | 153.15 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $394k | 5.0k | 78.37 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $387k | 8.5k | 45.49 |
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| Citigroup Com New (C) | 0.1 | $387k | +38% | 6.2k | 62.60 |
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| Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) | 0.1 | $384k | +5446% | 19k | 19.81 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $383k | +96% | 4.9k | 77.91 |
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| Broadcom (AVGO) | 0.1 | $382k | +751% | 2.2k | 172.46 |
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| Markel Corporation (MKL) | 0.1 | $381k | -4% | 243.00 | 1568.58 |
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| Costco Wholesale Corporation (COST) | 0.1 | $379k | 428.00 | 886.52 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $378k | +15% | 3.2k | 119.06 |
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| Merck & Co (MRK) | 0.1 | $374k | -2% | 3.3k | 113.54 |
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| Gartner (IT) | 0.1 | $372k | -5% | 734.00 | 506.76 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $366k | -3% | 8.8k | 41.82 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $364k | -2% | 2.8k | 128.20 |
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| Abbott Laboratories (ABT) | 0.1 | $364k | -5% | 3.2k | 114.01 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $347k | -3% | 13k | 26.97 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $346k | -7% | 8.3k | 41.77 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $345k | +11% | 1.4k | 240.01 |
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| White Mountains Insurance Gp (WTM) | 0.1 | $341k | 201.00 | 1696.20 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $334k | -8% | 2.8k | 120.38 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $324k | 626.00 | 517.78 |
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| Goldman Sachs (GS) | 0.1 | $321k | -8% | 648.00 | 495.11 |
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| Ishares U S Etf Tr Blackrock Short (MEAR) | 0.1 | $317k | -3% | 6.3k | 50.32 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $314k | -20% | 1.8k | 174.57 |
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| Apollo Global Mgmt (APO) | 0.1 | $313k | -20% | 2.5k | 124.91 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $312k | +44% | 591.00 | 528.07 |
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| Godaddy Cl A (GDDY) | 0.1 | $310k | -4% | 2.0k | 156.78 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $306k | +2% | 1.3k | 237.25 |
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| Johnson & Johnson (JNJ) | 0.1 | $304k | +13% | 1.9k | 162.04 |
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| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.1 | $303k | +12% | 3.0k | 99.58 |
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| Cdw (CDW) | 0.1 | $297k | -7% | 1.3k | 226.30 |
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| Altria (MO) | 0.1 | $297k | 5.8k | 51.04 |
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| Sanofi Sponsored Adr (SNY) | 0.1 | $296k | +11% | 5.1k | 57.63 |
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| Capital One Financial (COF) | 0.1 | $294k | +11% | 2.0k | 149.73 |
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| Intel Corporation (INTC) | 0.1 | $294k | -3% | 13k | 23.46 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $293k | 26k | 11.20 |
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| United Rentals (URI) | 0.1 | $285k | +7% | 352.00 | 809.73 |
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| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.1 | $285k | +10% | 4.5k | 63.96 |
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| Pulte (PHM) | 0.1 | $284k | +12% | 2.0k | 143.53 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $284k | +13% | 1.2k | 230.50 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $282k | -7% | 2.4k | 115.02 |
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| Chevron Corporation (CVX) | 0.1 | $281k | -14% | 1.9k | 147.28 |
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| CVS Caremark Corporation (CVS) | 0.1 | $279k | -14% | 4.4k | 62.88 |
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| ConocoPhillips (COP) | 0.1 | $276k | +10% | 2.6k | 105.28 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $274k | -10% | 469.00 | 583.97 |
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| Sherwin-Williams Company (SHW) | 0.1 | $271k | 710.00 | 381.67 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $268k | -18% | 255.00 | 1051.24 |
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| salesforce (CRM) | 0.1 | $267k | -19% | 975.00 | 273.72 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $267k | +2% | 320.00 | 833.25 |
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| Alps Etf Tr Rivrfrnt Str Inc (RIGS) | 0.1 | $264k | -16% | 11k | 23.48 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $264k | 1.2k | 225.78 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $261k | -4% | 737.00 | 353.48 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $260k | +7% | 5.2k | 49.92 |
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| Pfizer (PFE) | 0.1 | $260k | 9.0k | 28.94 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $259k | +5% | 2.2k | 115.31 |
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| Intuit (INTU) | 0.1 | $258k | 415.00 | 621.00 |
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| Steris Shs Usd (STE) | 0.1 | $257k | -4% | 1.1k | 242.54 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $254k | -2% | 12k | 21.01 |
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| Colgate-Palmolive Company (CL) | 0.1 | $250k | 2.4k | 103.81 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $250k | 2.4k | 106.19 |
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| Gaming & Leisure Pptys (GLPI) | 0.1 | $249k | +11% | 4.8k | 51.45 |
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| At&t (T) | 0.1 | $249k | +53% | 11k | 22.00 |
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| Valero Energy Corporation (VLO) | 0.1 | $248k | +4% | 1.8k | 135.00 |
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| Verizon Communications (VZ) | 0.1 | $247k | +67% | 5.5k | 44.91 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $246k | -12% | 4.6k | 53.15 |
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| Southwest Airlines (LUV) | 0.1 | $245k | +99% | 8.3k | 29.63 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $244k | 3.2k | 75.11 |
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| Global Payments (GPN) | 0.1 | $242k | +14% | 2.4k | 102.42 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $239k | +15% | 487.00 | 491.27 |
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| American Intl Group Com New (AIG) | 0.1 | $234k | +11% | 3.2k | 73.23 |
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| Eaton Corp SHS (ETN) | 0.1 | $234k | -9% | 707.00 | 331.44 |
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| Workday Cl A (WDAY) | 0.1 | $231k | +5% | 946.00 | 244.41 |
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| General Motors Company (GM) | 0.1 | $227k | +9% | 5.1k | 44.84 |
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| Ge Aerospace Com New (GE) | 0.1 | $226k | +11% | 1.2k | 188.59 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $222k | 3.8k | 59.02 |
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| Servicenow (NOW) | 0.1 | $220k | -9% | 246.00 | 894.39 |
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| Ross Stores (ROST) | 0.1 | $218k | -3% | 1.5k | 150.51 |
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| Boeing Company (BA) | 0.1 | $218k | +6% | 1.4k | 152.04 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $215k | -2% | 3.3k | 64.81 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $215k | 814.00 | 263.83 |
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| PPL Corporation (PPL) | 0.1 | $215k | +1111% | 6.5k | 33.08 |
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| Dover Corporation (DOV) | 0.1 | $213k | 1.1k | 191.74 |
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| Advanced Micro Devices (AMD) | 0.1 | $213k | +4% | 1.3k | 164.08 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $211k | 2.2k | 97.42 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $211k | -31% | 427.00 | 493.80 |
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| Ingersoll Rand (IR) | 0.1 | $211k | +5% | 2.1k | 98.16 |
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| Palo Alto Networks (PANW) | 0.1 | $210k | -3% | 613.00 | 341.80 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $208k | -11% | 2.2k | 96.39 |
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| Verisk Analytics (VRSK) | 0.1 | $207k | 772.00 | 267.96 |
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| Ball Corporation (BALL) | 0.1 | $206k | +7% | 3.0k | 67.91 |
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| Linde SHS (LIN) | 0.1 | $205k | -3% | 429.00 | 476.86 |
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| Zoetis Cl A (ZTS) | 0.1 | $203k | -11% | 1.0k | 195.38 |
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| MGM Resorts International. (MGM) | 0.1 | $203k | 5.2k | 39.09 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $201k | 5.1k | 39.82 |
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| Nuveen Ny Divid Advntg Mun F (NAN) | 0.0 | $130k | 11k | 11.79 |
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| Alpha Tau Medical Ordinary Shares (DRTS) | 0.0 | $24k | 10k | 2.38 |
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Past Filings by Opal Wealth Advisors
SEC 13F filings are viewable for Opal Wealth Advisors going back to 2020
- Opal Wealth Advisors 2024 Q3 filed Oct. 15, 2024
- Opal Wealth Advisors 2024 Q2 filed July 12, 2024
- Opal Wealth Advisors 2024 Q1 filed April 11, 2024
- Opal Wealth Advisors 2023 Q4 filed Jan. 22, 2024
- Opal Wealth Advisors 2023 Q3 filed Oct. 18, 2023
- Opal Wealth Advisors 2023 Q2 filed July 27, 2023
- Opal Wealth Advisors 2023 Q1 filed April 19, 2023
- Opal Wealth Advisors 2022 Q4 filed Feb. 3, 2023
- Opal Wealth Advisors 2022 Q3 filed Oct. 17, 2022
- Opal Wealth Advisors 2022 Q2 filed Aug. 10, 2022
- Opal Wealth Advisors 2022 Q1 filed May 9, 2022
- Opal Wealth Advisors 2021 Q4 filed Jan. 31, 2022
- Opal Wealth Advisors 2021 Q3 filed Nov. 5, 2021
- Opal Wealth Advisors 2021 Q2 filed Aug. 2, 2021
- Opal Wealth Advisors 2021 Q1 filed April 29, 2021
- Opal Wealth Advisors 2020 Q4 filed Feb. 11, 2021