Opulen Financial Group LLC Purchases in Q3 2025

Opulen Financial Group LLC

  • $132 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.65K
+ 1.72%
$26.38 - $27.95 $228K - $242K
512K $14B
DFIC
Dimensional ETF Tr Dimensional

ETFs
17.1K
New
$30.76 - $33.01 $525K - $564K
17.1K $560M
BSCV
Invesco ETF Self Indexed Fd Tr
25.6K
+ 18.79%
$16.39 - $16.83 $419K - $430K
162K $2.7B
BSCU
Invesco Exc Self Ind Tr

ETFs
25.2K
+ 17.42%
$16.67 - $17.03 $420K - $429K
170K $2.87B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
18.6K
+ 19.44%
N/A
114K $2.38B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
210
+ 3.48%
$567.77 - $614.76 $119K - $129K
6.24K $3.82B
Invesco Exch Trd Slf Idx Fd
16.6K
+ 31.63%
N/A
69.2K $1.49B
AAPL
Apple Inc.

Technology
587
+ 14.84%
$202.38 - $256.87 $119K - $151K
4.54K $1.16B
VXF
Vanguard Extended Market ETF

ETFs
7
+ 0.03%
$193.58 - $213.07 $1.36K - $1.49K
20.3K $4.24B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
16.2K
+ 12.11%
$18.61 - $18.94 $302K - $307K
150K $2.83B
GOOG
Alphabet Inc.

Communication Services
1.11K
New
$175.16 - $255.24 $195K - $284K
1.11K $271M
DFAX
Dimensional ETF Tr
7.72K
New
$29.25 - $31.56 $226K - $244K
7.72K $242M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.3K
+ 9.68%
$20.41 - $20.67 $230K - $233K
128K $2.63B
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.31K
+ 0.71%
$41.43 - $44.2 $54.1K - $57.7K
186K $8.23B
VBR
Vanguard Small Cap Value ETF

ETFs
254
+ 1.9%
$195.41 - $212.37 $49.6K - $53.9K
13.6K $2.84B
ISCG
Ishares Morningstar Small Cap

ETFs
4.01K
New
$49.84 - $55.14 $200K - $221K
4.01K $218M
VBK
Vanguard Small Cap Growth ETF

ETFs
223
+ 3.23%
$276.51 - $305.12 $61.7K - $68K
7.13K $2.12B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
2.79K
New
$67.91 - $74.71 $190K - $209K
2.79K $206M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.02K
New
$187.97 - $199.47 $192K - $203K
1.02K $203M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
433
New
$435.72 - $463.74 $189K - $201K
433 $201M
TSLA
Tesla, Inc.

Consumer Cyclical
148
+ 14.81%
$293.94 - $444.72 $43.5K - $65.8K
1.15K $510M
AVGO
Broadcom Inc.

Technology
289
+ 33.72%
$264.74 - $369.57 $76.5K - $107K
1.15K $378M
GOOGL
Alphabet Inc.

Communication Services
225
+ 17.44%
$174.36 - $254.72 $39.2K - $57.3K
1.52K $368M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.29K
+ 5.98%
$19.61 - $19.79 $123K - $124K
111K $2.19B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.24K
+ 5.72%
$19.49 - $19.61 $122K - $122K
115K $2.25B
VTI
Vanguard Total Stock Market Et

ETFs
24
+ 0.77%
$303.93 - $329.86 $7.29K - $7.92K
3.13K $1.03B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
58
+ 0.57%
$98.53 - $107.1 $5.71K - $6.21K
10.2K $1.07B
SCHK
Schwab Strategic Tr 1000 Index

ETFs
84
+ 0.28%
$29.8 - $32.29 $2.5K - $2.71K
30.4K $976M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
50
+ 0.72%
$108.46 - $120.63 $5.42K - $6.03K
6.98K $829M
MSFT
Microsoft Corp

Technology
65
+ 3.54%
$491.09 - $535.64 $31.9K - $34.8K
1.9K $985M
JPM
Jpmorgan Chase & CO

Financial Services
158
+ 21.64%
$282.78 - $316.06 $44.7K - $49.9K
888 $280M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
60
+ 0.37%
$42.26 - $47.16 $2.54K - $2.83K
16.2K $749M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
23
+ 0.14%
$34.31 - $38.09 $789 - $876
16K $609M
RSP
Invesco S&P 500 Equal Weight E

ETFs
29
+ 0.47%
$181.56 - $190.33 $5.27K - $5.52K
6.23K $1.18B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
130
+ 3.21%
$126.64 - $135.65 $16.5K - $17.6K
4.19K $568M
HD
Home Depot, Inc.

Consumer Cyclical
75
+ 12.86%
$357.4 - $423.42 $26.8K - $31.8K
658 $267M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
142
+ 1.67%
$58.56 - $63.63 $8.32K - $9.04K
8.65K $550M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
523
+ 7.97%
$41.34 - $45.65 $21.6K - $23.9K
7.09K $319M
VEU
Vanguard Ftse All World Ex Us

ETFs
75
+ 0.78%
$66.38 - $71.68 $4.98K - $5.38K
9.65K $689M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22
+ 0.29%
$72.65 - $78.68 $1.6K - $1.73K
7.5K $588M
XLK
Technology Sector Spdr

ETFs
2
+ 0.14%
$250.97 - $282.66 $502 - $565
1.41K $396M
VEA
Vanguard Ftse Developed Market

ETFs
78
+ 0.64%
$56.02 - $60.3 $4.37K - $4.7K
12.3K $738M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
13
+ 0.44%
$190.8 - $204.83 $2.48K - $2.66K
2.94K $600M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5
+ 0.43%
$567.09 - $607.37 $2.84K - $3.04K
1.17K $695M
BND
Vanguard Bd Index Fd Inc Total

ETFs
377
+ 4.19%
$72.57 - $74.72 $27.4K - $28.2K
9.37K $697M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
577
+ 7.81%
$46.86 - $48.27 $27K - $27.9K
7.96K $382M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
70
+ 2.98%
$100.63 - $112.27 $7.04K - $7.86K
2.42K $267M
VTV
Vanguard Value ETF

ETFs
2
+ 0.08%
$175.51 - $186.57 $351 - $373
2.46K $458M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
100
+ 2.8%
$87.05 - $93.19 $8.71K - $9.32K
3.68K $342M
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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