Opal Wealth Advisors, LLC Purchases in Q4 2025

Opal Wealth Advisors, LLC

  • $361 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.94K
+ 632.63%
$656.2 - $690.71 $4.55M - $4.79M
8.04K $5.43M
PVAL
Putnam ETF Tr Putnam Focused L
26.2K
+ 1.73%
$41.58 - $44.36 $1.09M - $1.16M
1.54M $67.3M
NYF
Ishares New York Muni Bond ETF

ETFs
22.8K
+ 135.84%
$53.26 - $53.83 $1.21M - $1.23M
39.6K $2.12M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
22.8K
+ 88.51%
$49.98 - $50.59 $1.14M - $1.15M
48.5K $2.44M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.38K
+ 468.44%
$459.47 - $491.71 $1.09M - $1.17M
2.88K $1.36M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.42K
New
$199.44 - $208.01 $881K - $919K
4.42K $904K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
16.4K
+ 2.8%
$81.96 - $86.83 $1.35M - $1.43M
603K $49.6M
AMZN
Amazon Com Inc

Consumer Cyclical
2.09K
+ 16.29%
$213.04 - $254.0 $444K - $530K
14.9K $3.49M
JCPB
J P Morgan Exchange Traded Fd

ETFs
13.4K
New
$47.34 - $48.01 $636K - $645K
13.4K $637K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
13.8K
+ 3.52%
$48.64 - $48.99 $669K - $674K
404K $19.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
9.93K
+ 199.74%
$46.57 - $47.16 $462K - $468K
14.9K $694K
VBR
Vanguard Small Cap Value ETF

ETFs
4.95K
+ 2.63%
$201.42 - $211.15 $996K - $1.04M
193K $39.6M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
8.9K
New
$44.07 - $44.82 $392K - $399K
8.9K $392K
EFG
Msci Eafe Growth ETF

ETFs
3.3K
New
$112.91 - $117.61 $373K - $389K
3.3K $379K
XLK
Technology Sector Spdr

ETFs
1.2K
+ 101.87%
$278.39 - $304.13 $333K - $364K
2.37K $682K
IEFA
Ishares Tr

ETFs
3.97K
New
$86.09 - $89.88 $342K - $357K
3.97K $352K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
5.13K
New
$63.98 - $67.45 $328K - $346K
5.13K $341K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
28.1K
+ 67.14%
$11.43 - $12.01 $321K - $337K
69.8K $804K
MUB
Ishares National Muni Bond ETF

ETFs
2.73K
New
$106.36 - $107.61 $290K - $293K
2.73K $291K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
512
+ 40.67%
$475.68 - $513.11 $244K - $263K
1.77K $901K
AWK
American Water Works Company, Inc.

Utilities
1.87K
New
$125.97 - $145.43 $236K - $272K
1.87K $246K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
561
New
$402.9 - $437.15 $226K - $245K
561 $243K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
343
New
$557.73 - $694.99 $191K - $238K
343 $237K
IEMG
Ishares Inc

ETFs
4.31K
New
N/A
4.31K $231K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.86K
+ 31.06%
$118.29 - $126.28 $220K - $235K
7.85K $949K
CSCO
Cisco Systems, Inc.

Technology
918
+ 5.64%
$67.46 - $78.0 $61.9K - $71.6K
17.2K $1.34M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.23K
New
$176.58 - $207.02 $218K - $255K
1.23K $223K
DOV
Dover Corp

Industrials
1.11K
New
$161.16 - $183.97 $179K - $204K
1.11K $203K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.37K
New
$57.9 - $61.26 $195K - $206K
3.37K $201K
DSTL
ETF Ser Solution Distillate Us

ETFs
3.51K
New
$56.27 - $58.55 $198K - $206K
3.51K $200K
SHOP
Shopify Inc.

Technology
1.3K
New
$146.04 - $179.01 $190K - $232K
1.3K $189K
GWW
W.W. Grainger, Inc.

Industrials
204
New
$926.21 - $979.0 $189K - $200K
204 $188K
ACN
Accenture PLC

Technology
746
New
$234.02 - $253.35 $175K - $189K
746 $180K
IVE
Ishares S&P 500 Value ETF

ETFs
673
+ 13.41%
$202.52 - $212.07 $136K - $143K
5.69K $1.19M
GOOG
Alphabet Inc.

Communication Services
137
+ 5.91%
$237.49 - $291.74 $32.5K - $40K
2.45K $700K
CAT
Caterpillar Inc

Industrials
5
+ 0.28%
$480.82 - $585.49 $2.4K - $2.93K
1.76K $971K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.74K
+ 1.33%
$50.85 - $51.0 $139K - $139K
208K $10.6M
JNJ
Johnson & Johnson

Healthcare
244
+ 7.84%
$185.98 - $199.58 $45.4K - $48.7K
3.36K $669K
AVGO
Broadcom Inc.

Technology
159
+ 5.49%
$324.63 - $385.98 $51.6K - $61.4K
3.06K $1.05M
CAH
Cardinal Health Inc

Healthcare
112
+ 7.85%
$153.27 - $206.06 $17.2K - $23.1K
1.54K $315K
NEE
Nextera Energy Inc

Utilities
112
+ 1.43%
$78.18 - $86.03 $8.76K - $9.64K
7.93K $679K
RSP
Invesco S&P 500 Equal Weight E

ETFs
504
+ 15.66%
$185.12 - $192.11 $93.3K - $96.8K
3.72K $697K
ISRG
Intuitive Surgical Inc

Healthcare
14
+ 2.39%
$429.59 - $576.2 $6.01K - $8.07K
601 $328K
NVS
Novartis Ag

Healthcare
381
+ 10.21%
$121.8 - $132.39 $46.4K - $50.4K
4.11K $540K
XOM
Exxon Mobil Corp

Energy
119
+ 1.24%
$110.64 - $119.78 $13.2K - $14.3K
9.72K $1.14M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
189
+ 7.68%
$280.66 - $305.09 $53K - $57.7K
2.65K $747K
ALL
Allstate Corp

Financial Services
279
+ 15.37%
$190.0 - $214.3 $53K - $59.8K
2.09K $448K
QQQ
Invesco Qqq Trust, Series 1

ETFs
79
+ 5.88%
$589.5 - $635.77 $46.6K - $50.2K
1.42K $858K
AEP
American Electric Power CO Inc

Utilities
158
+ 5.35%
$112.75 - $122.73 $17.8K - $19.4K
3.11K $377K
Activity Summary
Buys All Purchases 97 New Holdings 27 Increased Positions 70 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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