Opal Wealth Advisors, LLC Purchases in Q1 2025

Opal Wealth Advisors, LLC

  • $314 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
502
New
$222.79 - $249.08 $112K - $125K
502 $114K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24
+ 1.88%
$442.66 - $534.52 $10.6K - $12.8K
1.3K $692K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.02K
New
$56.17 - $59.71 $114K - $121K
2.02K $114K
OKE
Oneok Inc

Energy
1.12K
New
$89.57 - $109.85 $100K - $123K
1.12K $111K
T
At&T Inc.

Communication Services
1.15K
+ 8.56%
$21.56 - $28.28 $24.8K - $32.5K
14.6K $412K
NXN
Nuveen New York Select Tax Free Income Portfolio

Financial Services
9.06K
New
$11.43 - $11.87 $103K - $107K
9.06K $107K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.3K
New
$80.21 - $86.14 $105K - $112K
1.3K $106K
IBN
Icici Bank LTD

Financial Services
3.39K
New
$27.55 - $31.67 $93.3K - $107K
3.39K $106K
UHAL
Amerco

Industrials
1.61K
New
$62.22 - $74.71 $100K - $120K
1.61K $105K
EPD
Enterprise Products Partners L.P.

Energy
3.05K
New
$31.75 - $34.14 $96.7K - $104K
3.05K $104K
ES
Eversource Energy

Utilities
1.66K
New
$55.63 - $63.8 $92.5K - $106K
1.66K $103K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
6.23K
New
$16.06 - $16.99 $100K - $106K
6.23K $103K
MCD
Mcdonalds Corp

Consumer Cyclical
329
New
$279.74 - $321.29 $92K - $106K
329 $102K
TGT
Target Corp

Consumer Defensive
984
New
$103.65 - $142.5 $102K - $140K
984 $102K
EFX
Equifax Inc

Industrials
418
New
$235.63 - $278.34 $98.5K - $116K
418 $101K
CSL
Carlisle Companies Inc

Industrials
298
New
$326.43 - $408.24 $97.3K - $122K
298 $101K
IBM
International Business Machines Corp

Technology
58
+ 1.96%
$217.4 - $264.74 $12.6K - $15.4K
3.02K $751K
TFX
Teleflex Inc

Healthcare
724
New
$130.79 - $183.66 $94.7K - $133K
724 $100K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.27K
+ 16.16%
$40.03 - $46.81 $291K - $340K
52.2K $2.12M
ITOT
Ishares Core S&P Total U.S. St

ETFs
815
New
$120.29 - $134.6 $98K - $110K
815 $99K
ACGL
Arch Capital Group Ltd.

Financial Services
1.02K
New
$88.13 - $96.94 $89.5K - $98.5K
1.02K $97K
SHOP
Shopify Inc.

Technology
1.01K
New
$90.59 - $129.31 $91.5K - $131K
1.01K $96K
IAU
Ishares Gold Trust

ETFs
1.64K
New
$49.74 - $58.96 $81.6K - $96.8K
1.64K $96K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
4.15K
New
$22.83 - $23.75 $94.6K - $98.4K
4.15K $95K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.03K
New
$92.71 - $107.38 $95.2K - $110K
1.03K $95K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.12K
New
$78.97 - $85.82 $88.4K - $96.1K
1.12K $93K
PLTR
Palantir Technologies Inc.

Technology
1.07K
New
$64.98 - $124.62 $69.5K - $133K
1.07K $90K
MGM
Mgm Resorts International

Consumer Cyclical
3.02K
New
$29.64 - $40.37 $89.5K - $122K
3.02K $89K
MSCI
Msci Inc.

Financial Services
159
New
$541.46 - $628.34 $86.1K - $99.9K
159 $89K
AMT
American Tower Corp

Real Estate
411
New
$173.46 - $217.6 $71.3K - $89.4K
411 $89K
ADSK
Autodesk, Inc.

Technology
365
New
N/A
365 $89K
OVV
Ovintiv Inc.

Energy
2.06K
New
$37.84 - $45.91 $77.8K - $94.4K
2.06K $87K
MELI
Mercadolibre Inc

Consumer Cyclical
45
New
$1739.0 - $2260.0 $78.3K - $102K
45 $87K
INVH
Invitation Homes Inc.

Real Estate
2.47K
New
$30.28 - $34.85 $74.8K - $86.1K
2.47K $86K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.16K
New
$16.57 - $18.85 $85.4K - $97.2K
5.16K $85K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.93K
+ 7.41%
$24.6 - $24.99 $72K - $73.1K
42.4K $1.06M
JPM
Jpmorgan Chase & CO

Financial Services
276
+ 8.8%
$225.19 - $279.95 $62.2K - $77.3K
3.41K $837K
BUG
Global X Fds Cybersecurity ETF

ETFs
2.58K
New
$31.56 - $36.78 $81.5K - $95K
2.58K $84K
PAYX
Paychex Inc

Industrials
529
New
$136.06 - $154.52 $72K - $81.7K
529 $81K
KKR
Kkr & Co. Inc.

Financial Services
709
New
$108.17 - $167.07 $76.7K - $118K
709 $81K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
169
New
$402.49 - $513.76 $68K - $86.8K
169 $81K
DUK
Duke Energy Corp

Utilities
412
+ 19.02%
$105.87 - $121.97 $43.6K - $50.3K
2.58K $314K
WM
Waste Management Inc

Industrials
341
New
$200.54 - $233.78 $68.4K - $79.7K
341 $78K
VDE
Vanguard Energy ETF

ETFs
602
New
$119.14 - $132.76 $71.7K - $79.9K
602 $77K
CPNG
Coupang, Inc.

Consumer Cyclical
3.54K
New
$21.34 - $25.52 $75.6K - $90.4K
3.54K $77K
DE
Deere & CO

Industrials
165
New
$408.57 - $509.27 $67.4K - $84K
165 $77K
CDNS
Cadence Design Systems Inc

Technology
305
New
$233.96 - $324.52 $71.4K - $99K
305 $77K
AMGN
Amgen Inc

Healthcare
21
+ 1.52%
$258.59 - $327.36 $5.43K - $6.87K
1.4K $437K
MDT
Medtronic PLC

Healthcare
839
New
$79.84 - $94.5 $67K - $79.3K
839 $75K
Activity Summary
Buys All Purchases 440 New Holdings 344 Increased Positions 96 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 1 Puts 0
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