Opal Wealth Advisors, LLC Purchases and Sells in Q4 2024

Opal Wealth Advisors, LLC

$325 Million
Q4 2024

Top Buys

Incresed Positions

97 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	2.17K + 3.75%	$221.69 - $259.02 $482K - $563K	60.2K $15.1M
LRGE	790 + 0.15%	$72.16 - $78.82 $57K - $62.3K	529K $39.8M
JMUB	26.8K + 11.48%	$50.02 - $51.24 $1.34M - $1.37M	260K $13M
TSLA	322 + 6.33%	$213.65 - $479.86 $68.8K - $155K	5.41K $2.18M
BILS	6.43K + 211.14%	$99.0 - $99.5 $636K - $639K	9.47K $938K
SPYG	3.8K + 11.15%	$81.74 - $91.38 $311K - $347K	37.9K $3.33M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPTI	43.7K New	$27.8 - $29.05 $1.21M - $1.27M	43.7K $1.22M
IWD	5.08K New	$183.23 - $199.79 $930K - $1.01M	5.08K $939K
IVW	6.3K New	$94.43 - $105.47 $595K - $664K	6.3K $639K
EFV	9.57K New	$51.78 - $57.15 $496K - $547K	9.57K $502K
AGG	3.32K New	$96.64 - $101.23 $320K - $336K	3.32K $321K
GBTC	3.95K New	$47.29 - $84.74 $187K - $334K	3.95K $294K

Top Sells

Reduced Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NYF	-18.1K - 11.07%	$52.85 - $54.34 $958K - $985K	146K $7.75M
IEF	-6.05K - 40.49%	$92.08 - $98.18 $557K - $594K	8.89K $822K
UNH	-413 - 9.11%	$485.52 - $625.25 $201K - $258K	4.12K $2.09M
XLI	-1.08K - 1.86%	$131.76 - $143.99 $142K - $156K	56.9K $7.5M
TMO	-250 - 17.41%	$501.29 - $612.85 $125K - $153K	1.19K $616K
JMST	-4.45K - 2.7%	$50.67 - $50.9 $226K - $227K	160K $8.13M

Activity Summary All Purchases 117 New Holdings 20 Increased Positions 97 All Sells 65 Reductions 65 Sold out 0 Calls 0 Puts 0

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