Opulen Financial Group

Opulen Financial Group as of Dec. 31, 2024

Portfolio Holdings for Opulen Financial Group

Opulen Financial Group holds 87 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 12.2 $13M 23k 586.09
Schwab Strategic Tr Us Dividend Eq (SCHD) 12.2 $13M 491k 27.32
Ishares Tr Msci Intl Qualty (IQLT) 6.1 $6.7M 180k 37.12
Amazon (AMZN) 5.1 $5.6M 26k 219.39
Ishares Tr Core S&p500 Etf (IVV) 3.6 $3.9M 6.7k 588.72
Vanguard Index Fds Extend Mkt Etf (VXF) 3.5 $3.8M 20k 189.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.0 $3.4M 6.2k 538.77
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.3 $2.6M 13k 198.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $2.4M 4.7k 511.26
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 2.0 $2.2M 121k 18.34
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 2.0 $2.1M 107k 20.13
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.8 $2.0M 104k 19.43
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 1.8 $2.0M 120k 16.37
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 1.8 $1.9M 120k 16.05
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.8 $1.9M 6.9k 280.04
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.7 $1.8M 94k 19.48
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 1.6 $1.8M 88k 20.11
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $1.6M 5.9k 264.15
Vanguard Index Fds Small Cp Etf (VB) 1.4 $1.5M 6.4k 240.29
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 1.4 $1.5M 73k 20.65
Ishares Tr Core Div Grwth (DGRO) 1.1 $1.2M 20k 61.34
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.1 $1.2M 29k 41.73
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.1 $1.2M 6.7k 178.07
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $1.1M 6.1k 175.22
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.9 $999k 10k 98.47
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.9 $993k 4.7k 210.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $956k 3.3k 289.83
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.8 $859k 34k 24.99
Apple (AAPL) 0.8 $830k 3.3k 250.41
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.7 $823k 40k 20.62
Vanguard Index Fds Growth Etf (VUG) 0.7 $808k 2.0k 410.49
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $781k 6.8k 115.21
NVIDIA Corporation (NVDA) 0.7 $773k 5.8k 134.29
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.7 $773k 31k 25.25
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.7 $762k 13k 60.56
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) 0.6 $673k 20k 34.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $665k 9.2k 71.91
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.6 $657k 6.6k 99.16
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.6 $643k 8.4k 76.15
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $631k 1.1k 569.62
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.5 $585k 33k 17.70
Microsoft Corporation (MSFT) 0.5 $563k 1.3k 421.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $555k 12k 47.82
Spdr Ser Tr Factst Inv Etf (XITK) 0.5 $539k 3.1k 174.01
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.5 $537k 2.9k 184.02
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.5 $518k 3.3k 154.84
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $512k 7.4k 68.94
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $510k 11k 44.92
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $510k 8.9k 57.41
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.5 $508k 10k 50.21
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $492k 4.1k 121.59
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.4 $491k 8.4k 58.66
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $480k 16k 30.48
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.4 $480k 8.5k 56.48
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $456k 5.1k 89.08
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.4 $453k 9.7k 46.44
Spdr Ser Tr S&p Kensho New (KOMP) 0.4 $444k 8.7k 50.83
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $443k 5.0k 88.79
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $399k 7.3k 54.69
Tesla Motors (TSLA) 0.4 $394k 975.00 403.84
Ssga Active Tr Spdr Ssga My2026 (MYCF) 0.3 $374k 15k 24.91
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.3 $349k 3.3k 104.88
Spdr Ser Tr Bloomberg Invt (FLRN) 0.3 $348k 11k 30.73
Select Sector Spdr Tr Technology (XLK) 0.3 $341k 1.5k 232.46
Ishares Tr Intl Div Grwth (IGRO) 0.3 $333k 4.9k 67.96
Meta Platforms Cl A (META) 0.3 $325k 555.00 585.72
Ishares Tr Core Msci Intl (IDEV) 0.3 $324k 5.0k 64.47
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.3 $319k 7.7k 41.46
Ishares Tr Cohen Steer Reit (ICF) 0.3 $306k 5.1k 60.26
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $297k 740.00 401.68
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.3 $293k 12k 23.57
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $282k 5.4k 52.16
Ishares Tr Esg Aware Msci (ESML) 0.2 $275k 6.5k 42.05
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $269k 3.5k 76.14
Netflix (NFLX) 0.2 $267k 299.00 891.32
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.2 $264k 3.6k 72.51
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $263k 2.5k 105.50
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $247k 1.2k 206.86
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $240k 2.3k 106.05
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX) 0.2 $239k 9.3k 25.75
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $223k 3.2k 70.00
Home Depot (HD) 0.2 $220k 567.00 388.69
Eaton Corp SHS (ETN) 0.2 $216k 649.00 332.03
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW) 0.2 $215k 8.6k 25.09
At&t (T) 0.2 $214k 9.4k 22.77
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $203k 8.7k 23.33
Amplify Etf Tr Amplify Alternat 0.0 $36k 16k 2.24