Opulen Financial Group

Opulen Financial Group as of March 31, 2025

Portfolio Holdings for Opulen Financial Group

Opulen Financial Group holds 90 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 12.8 $14M 505k 27.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 11.5 $13M 23k 559.38
Ishares Tr Msci Intl Qualty (IQLT) 6.7 $7.4M 186k 39.69
Amazon (AMZN) 4.3 $4.7M 25k 190.26
Ishares Tr Core S&p500 Etf (IVV) 3.5 $3.8M 6.8k 561.90
Vanguard Index Fds Extend Mkt Etf (VXF) 3.2 $3.5M 20k 172.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.0 $3.3M 6.5k 513.88
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.2 $2.5M 13k 186.28
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 2.2 $2.4M 130k 18.53
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 2.0 $2.2M 136k 16.59
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 2.0 $2.2M 110k 20.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $2.2M 4.7k 468.95
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 1.9 $2.1M 131k 16.31
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.9 $2.1M 107k 19.48
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.8 $1.9M 99k 19.59
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 1.7 $1.9M 91k 20.37
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.6 $1.8M 7.0k 251.77
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 1.4 $1.6M 76k 20.68
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $1.5M 5.9k 258.64
Vanguard Index Fds Small Cp Etf (VB) 1.3 $1.4M 6.4k 221.74
Ishares Tr Core Div Grwth (DGRO) 1.1 $1.2M 20k 61.78
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.1 $1.2M 29k 41.13
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $1.1M 6.7k 170.88
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $1.1M 6.2k 173.24
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.9 $1.0M 48k 20.89
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.9 $955k 10k 91.53
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.8 $922k 4.8k 193.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $881k 3.2k 274.80
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.7 $818k 32k 25.54
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.7 $769k 31k 25.16
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) 0.7 $742k 19k 38.16
Apple (AAPL) 0.7 $737k 3.3k 222.12
Vanguard Index Fds Growth Etf (VUG) 0.7 $730k 2.0k 370.74
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $724k 6.9k 104.56
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $654k 8.9k 73.45
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.6 $646k 6.5k 99.49
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.6 $629k 13k 50.35
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.6 $625k 8.4k 74.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $618k 12k 50.83
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $616k 1.2k 533.60
NVIDIA Corporation (NVDA) 0.6 $610k 5.6k 108.38
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $592k 9.8k 60.66
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.5 $572k 33k 17.59
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.5 $569k 21k 26.92
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $541k 13k 40.76
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.5 $537k 2.9k 183.85
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.5 $525k 3.3k 156.68
Microsoft Corporation (MSFT) 0.5 $506k 1.3k 375.43
Wisdomtree Tr Em Ex St-owned (XSOE) 0.5 $503k 16k 30.87
Spdr Ser Tr Factst Inv Etf (XITK) 0.4 $492k 3.1k 160.03
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $490k 7.5k 65.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $469k 5.2k 90.54
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $468k 5.0k 93.66
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $466k 4.1k 114.88
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.4 $455k 8.5k 53.50
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.4 $454k 8.4k 54.18
Spdr Ser Tr S&p Kensho New (KOMP) 0.4 $396k 8.5k 46.49
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $383k 4.2k 91.74
Ssga Active Tr Spdr Ssga My2026 (MYCF) 0.3 $379k 15k 25.08
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $375k 7.3k 51.18
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.3 $375k 7.4k 50.52
Ishares Tr Intl Div Grwth (IGRO) 0.3 $370k 5.1k 72.44
Spdr Ser Tr Bloomberg Invt (FLRN) 0.3 $355k 12k 30.82
Ishares Tr Core Msci Intl (IDEV) 0.3 $346k 5.0k 68.89
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $338k 7.1k 47.48
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.3 $333k 3.3k 99.88
Meta Platforms Cl A (META) 0.3 $326k 566.00 576.60
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.3 $314k 7.6k 41.45
Ishares Tr Cohen Steer Reit (ICF) 0.3 $313k 5.1k 61.53
Select Sector Spdr Tr Technology (XLK) 0.3 $308k 1.5k 206.51
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $300k 5.4k 55.45
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.3 $295k 13k 23.61
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $289k 3.5k 81.68
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.3 $288k 3.6k 78.95
Netflix (NFLX) 0.3 $279k 299.00 932.53
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $268k 741.00 361.03
At&t (T) 0.2 $267k 9.4k 28.28
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $266k 2.7k 98.71
Ishares Tr Esg Aware Msci (ESML) 0.2 $251k 6.5k 38.41
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $242k 1.2k 202.17
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $239k 3.2k 74.72
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX) 0.2 $236k 9.3k 25.32
Tesla Motors (TSLA) 0.2 $234k 904.00 259.16
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $220k 2.3k 96.52
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 0.2 $214k 11k 20.48
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW) 0.2 $212k 8.6k 24.60
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.2 $210k 9.3k 22.74
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.2 $208k 9.6k 21.58
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $203k 8.7k 23.17
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.2 $201k 8.5k 23.55