Opulen Financial Group

Opulen Financial Group as of June 30, 2025

Portfolio Holdings for Opulen Financial Group

Opulen Financial Group holds 100 positions in its portfolio as reported in the June 2025 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) 11.6 $14M 23k 617.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.9 $13M 503k 26.50
Ishares Tr Msci Intl Qualty (IQLT) 6.6 $8.0M 185k 43.22
Amazon (AMZN) 4.4 $5.4M 25k 219.39
Ishares Tr Core S&p500 Etf (IVV) 3.6 $4.4M 7.1k 620.93
Vanguard Index Fds Extend Mkt Etf (VXF) 3.2 $3.9M 20k 192.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $3.4M 6.0k 568.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $2.7M 4.8k 551.61
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.1 $2.6M 13k 195.02
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 2.1 $2.5M 134k 18.70
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 2.0 $2.4M 145k 16.78
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 2.0 $2.4M 117k 20.49
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 1.8 $2.2M 136k 16.53
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.7 $2.1M 109k 19.52
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.7 $2.1M 105k 19.65
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 1.6 $2.0M 96k 20.60
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.6 $1.9M 6.9k 276.92
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $1.7M 6.1k 279.85
Vanguard Index Fds Small Cp Etf (VB) 1.3 $1.6M 6.9k 236.97
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 1.3 $1.5M 75k 20.68
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.1 $1.3M 5.7k 227.09
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $1.3M 6.9k 182.81
Ishares Tr Core Div Grwth (DGRO) 1.0 $1.3M 20k 63.94
NVIDIA Corporation (NVDA) 1.0 $1.2M 7.6k 157.99
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.9 $1.2M 28k 41.59
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $1.1M 6.2k 181.74
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.9 $1.1M 53k 21.20
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.8 $998k 10k 98.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $945k 3.1k 303.90
Microsoft Corporation (MSFT) 0.7 $913k 1.8k 497.47
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.7 $904k 30k 29.82
Vanguard Index Fds Growth Etf (VUG) 0.7 $892k 2.0k 438.31
Spdr Series Trust Portfolio Agrgte (SPAB) 0.7 $828k 32k 25.60
Apple (AAPL) 0.7 $812k 4.0k 205.16
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.6 $768k 30k 25.48
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) 0.6 $762k 18k 41.67
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $757k 6.9k 109.30
Spdr Series Trust Bloomberg 3-12 M (BILS) 0.6 $715k 7.2k 99.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $698k 12k 57.01
Spdr Series Trust Portfolio S&p600 (SPSM) 0.6 $686k 16k 42.60
Spdr Series Trust S&p Kensho Clean (CNRG) 0.6 $675k 11k 59.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $662k 9.0k 73.63
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $658k 1.2k 566.44
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.5 $649k 8.1k 79.66
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $644k 9.6k 67.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $598k 1.2k 485.77
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.5 $584k 33k 17.80
Spdr Series Trust Factst Inv Etf (XITK) 0.5 $571k 3.0k 189.36
Spdr Series Trust SPDR S&P1500VL (VLU) 0.5 $562k 2.9k 192.13
Wisdomtree Tr Em Ex St-owned (XSOE) 0.5 $552k 16k 34.48
Spdr Series Trust Msci Usa Strtgic (QUS) 0.4 $547k 3.4k 163.10
Spdr Series Trust Portfolio S&p500 (SPLG) 0.4 $544k 7.5k 72.69
Meta Platforms Cl A (META) 0.4 $536k 726.00 738.10
Ishares Tr Esg Optimized (SUSA) 0.4 $514k 4.1k 126.75
Spdr Series Trust S&p 500 Esg Etf (EFIV) 0.4 $498k 8.5k 58.55
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $470k 5.0k 93.86
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $460k 5.2k 89.06
Netflix (NFLX) 0.4 $451k 337.00 1339.13
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.4 $438k 7.5k 58.28
Spdr Series Trust S&p Kensho New (KOMP) 0.4 $436k 8.0k 54.38
Vanguard Index Fds Value Etf (VTV) 0.4 $434k 2.5k 176.73
Ishares Tr Intl Div Grwth (IGRO) 0.3 $406k 5.2k 78.88
Spdr Series Trust Portfolio S&p400 (SPMD) 0.3 $400k 7.4k 54.38
Ishares Tr Core Msci Intl (IDEV) 0.3 $389k 5.1k 76.04
Costco Wholesale Corporation (COST) 0.3 $379k 383.00 989.77
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.3 $359k 3.3k 107.69
Select Sector Spdr Tr Technology (XLK) 0.3 $355k 1.4k 253.27
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $351k 7.4k 47.54
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.3 $348k 7.1k 49.10
Spdr Series Trust Bloomberg Invt (FLRN) 0.3 $326k 11k 30.83
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 0.3 $325k 16k 20.75
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $319k 3.6k 89.22
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.3 $319k 7.6k 42.01
Tesla Motors (TSLA) 0.3 $317k 999.00 317.66
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.3 $316k 3.7k 85.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $315k 742.00 424.30
Ishares Tr Select Us Reit (ICF) 0.3 $312k 5.1k 61.16
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.2 $297k 13k 23.56
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $288k 1.2k 240.41
At&t (T) 0.2 $279k 9.6k 28.94
Ishares Tr Esg Aware Msci (ESML) 0.2 $271k 6.6k 41.33
Ssga Active Tr Spdr Ssga My2026 (MYCF) 0.2 $257k 10k 25.09
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $238k 2.3k 101.24
Broadcom (AVGO) 0.2 $236k 857.00 275.65
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX) 0.2 $236k 9.4k 25.07
Eaton Corp SHS (ETN) 0.2 $235k 657.00 357.16
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $233k 3.2k 72.82
Alphabet Cap Stk Cl A (GOOGL) 0.2 $227k 1.3k 176.29
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $226k 3.7k 60.93
Ishares Tr Msci Eafe Etf (EFA) 0.2 $218k 2.4k 89.38
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $217k 2.1k 104.97
Home Depot (HD) 0.2 $214k 583.00 366.69
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW) 0.2 $213k 8.7k 24.48
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.2 $212k 2.3k 91.74
JPMorgan Chase & Co. (JPM) 0.2 $212k 730.00 290.01
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.2 $211k 9.3k 22.71
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.2 $209k 9.7k 21.50
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $204k 8.8k 23.23
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $204k 2.9k 69.09
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.2 $201k 8.6k 23.47