Opal Wealth Advisors, LLC Purchases in Q4 2024

Opal Wealth Advisors, LLC

  • $325 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.17K
+ 3.75%
$221.69 - $259.02 $482K - $563K
60.2K $15.1M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
790
+ 0.15%
$72.16 - $78.82 $57K - $62.3K
529K $39.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
43.7K
New
$27.8 - $29.05 $1.21M - $1.27M
43.7K $1.22M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
26.8K
+ 11.48%
$50.02 - $51.24 $1.34M - $1.37M
260K $13M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.08K
New
$183.23 - $199.79 $930K - $1.01M
5.08K $939K
TSLA
Tesla, Inc.

Consumer Cyclical
322
+ 6.33%
$213.65 - $479.86 $68.8K - $155K
5.41K $2.18M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.3K
New
$94.43 - $105.47 $595K - $664K
6.3K $639K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
6.43K
+ 211.14%
$99.0 - $99.5 $636K - $639K
9.47K $938K
SPYG
Spdr Portfolio

ETFs
3.8K
+ 11.15%
$81.74 - $91.38 $311K - $347K
37.9K $3.33M
EFV
Msci Eafe Value ETF

ETFs
9.57K
New
$51.78 - $57.15 $496K - $547K
9.57K $502K
SUB
Ishares Short Term National Mu

ETFs
3.42K
+ 145.4%
$104.94 - $106.2 $359K - $363K
5.77K $608K
GVI
Ishares Tr

ETFs
4K
+ 16.25%
$103.89 - $107.05 $415K - $428K
28.6K $2.98M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.5K
+ 15.75%
$44.87 - $46.86 $471K - $492K
77.1K $3.46M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
8.1K
+ 13.44%
$51.58 - $52.91 $418K - $429K
68.4K $3.54M
HTAB
Hartford Fds Exchange Traded

ETFs
17.8K
+ 92.07%
$19.26 - $19.88 $343K - $354K
37.2K $719K
DIS
Walt Disney CO

Communication Services
2.03K
+ 30.94%
$92.39 - $117.6 $187K - $239K
8.59K $956K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.32K
New
$96.64 - $101.23 $320K - $336K
3.32K $321K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.95K
New
$47.29 - $84.74 $187K - $334K
3.95K $294K
NVDA
Nvidia Corp

Technology
165
+ 0.8%
$117.0 - $148.88 $19.3K - $24.6K
20.8K $2.79M
EFG
Msci Eafe Growth ETF

ETFs
2.8K
New
$96.83 - $106.88 $271K - $299K
2.8K $270K
AB
Alliancebernstein Holding L.P.

Financial Services
7.11K
New
$34.59 - $38.68 $246K - $275K
7.11K $263K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.06K
+ 10.55%
N/A
32K $2.75M
IWF
Ishares Russell 1000 Gr ETF

ETFs
634
New
$370.24 - $418.94 $235K - $266K
634 $254K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
18.1K
+ 17.9%
$27.88 - $30.51 $504K - $552K
119K $3.33M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
12.2K
New
$20.05 - $20.15 $245K - $246K
12.2K $245K
ALL
Allstate Corp

Financial Services
1.26K
New
$181.25 - $208.2 $227K - $261K
1.26K $241K
APP
App Lovin Corp

Technology
731
New
$130.67 - $401.5 $95.5K - $293K
731 $236K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.73K
+ 14.61%
$44.33 - $49.55 $254K - $284K
45K $2.02M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.51K
New
$52.1 - $57.26 $235K - $258K
4.51K $235K
TMUS
T Mobile Us, Inc.

Communication Services
1.03K
New
$206.1 - $246.94 $211K - $253K
1.03K $226K
MSFT
Microsoft Corp

Technology
703
+ 7.63%
$406.35 - $454.46 $286K - $319K
9.92K $4.18M
JCI
Johnson Controls International PLC

Industrials
2.68K
New
$74.23 - $86.6 $199K - $232K
2.68K $211K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.31K
New
$83.95 - $99.75 $194K - $230K
2.31K $206K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.34K
+ 13.69%
$51.09 - $55.27 $273K - $295K
44.3K $2.27M
SAP
Sap Se

Technology
829
New
$218.13 - $255.54 $181K - $212K
829 $204K
GOOG
Alphabet Inc.

Communication Services
552
+ 13.04%
$163.08 - $198.16 $90K - $109K
4.79K $911K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
171
New
$1146.59 - $1270.6 $196K - $217K
171 $202K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.53K
New
$125.36 - $147.37 $192K - $225K
1.53K $201K
MEAR
Blackrock Short Maturity Munic

ETFs
4.01K
+ 63.7%
$49.94 - $50.28 $200K - $201K
10.3K $514K
NFLX
Netflix Inc

Communication Services
1
+ 0.1%
$687.65 - $936.56 $688 - $937
978 $871K
GOOGL
Alphabet Inc.

Communication Services
65
+ 0.92%
$161.86 - $196.66 $10.5K - $12.8K
7.12K $1.35M
AVUV
American Centy ETF Tr Avantis

ETFs
1.2K
+ 1.26%
$94.37 - $106.41 $114K - $128K
96.9K $9.35M
AVGO
Broadcom Inc.

Technology
151
+ 6.82%
$159.67 - $250.0 $24.1K - $37.8K
2.36K $548K
IVV
Ishares Core S&P 500 ETF

ETFs
238
+ 13.45%
$570.51 - $610.59 $136K - $145K
2.01K $1.18M
COST
Costco Wholesale Corp

Consumer Defensive
150
+ 35.05%
$873.59 - $994.69 $131K - $149K
578 $529K
VZ
Verizon Communications Inc

Communication Services
4.2K
+ 76.52%
$39.6 - $45.21 $166K - $190K
9.69K $387K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.52K
+ 26.94%
$91.29 - $91.8 $139K - $140K
7.17K $655K
IVE
Ishares S&P 500 Value ETF

ETFs
1.84K
+ 5.39%
$189.5 - $206.17 $349K - $380K
36K $6.88M
META
Meta Platforms, Inc.

Communication Services
130
+ 5.41%
$554.08 - $632.68 $72K - $82.2K
2.53K $1.49M
Activity Summary
Buys All Purchases 117 New Holdings 20 Increased Positions 97 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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