Opal Wealth Advisors, LLC Incresed Positions 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
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
26.8K
+ 11.48%
$50.02 - $51.24 $1.34M - $1.37M
260K $13M
TSLA
Tesla, Inc.

Consumer Cyclical
322
+ 6.33%
$213.65 - $479.86 $68.8K - $155K
5.41K $2.18M
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
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
11.4K
+ 130.07%
$41.09 - $45.94 $468K - $523K
20.1K $846K
SUB
Ishares Short Term National Mu

ETFs
3.42K
+ 145.4%
$104.94 - $106.2 $359K - $363K
5.77K $608K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.5K
+ 15.75%
$44.87 - $46.86 $471K - $492K
77.1K $3.46M
GVI
Ishares Tr

ETFs
4K
+ 16.25%
$103.89 - $107.05 $415K - $428K
28.6K $2.98M
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
NVDA
Nvidia Corp

Technology
165
+ 0.8%
$117.0 - $148.88 $19.3K - $24.6K
20.8K $2.79M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.06K
+ 10.55%
N/A
32K $2.75M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
18.1K
+ 17.9%
$27.88 - $30.51 $504K - $552K
119K $3.33M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.73K
+ 14.61%
$44.33 - $49.55 $254K - $284K
45K $2.02M
MSFT
Microsoft Corp

Technology
703
+ 7.63%
$406.35 - $454.46 $286K - $319K
9.92K $4.18M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.34K
+ 13.69%
$51.09 - $55.27 $273K - $295K
44.3K $2.27M
GOOG
Alphabet Inc.

Communication Services
552
+ 13.04%
$163.08 - $198.16 $90K - $109K
4.79K $911K
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
IVE
Ishares S&P 500 Value ETF

ETFs
1.84K
+ 5.39%
$189.5 - $206.17 $349K - $380K
36K $6.88M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.52K
+ 26.94%
$91.29 - $91.8 $139K - $140K
7.17K $655K
META
Meta Platforms, Inc.

Communication Services
130
+ 5.41%
$554.08 - $632.68 $72K - $82.2K
2.53K $1.49M
CRM
Salesforce, Inc.

Technology
166
+ 17.03%
$270.87 - $367.87 $45K - $61.1K
1.14K $381K
CSCO
Cisco Systems, Inc.

Technology
783
+ 7.12%
$52.45 - $60.02 $41.1K - $47K
11.8K $697K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
264
+ 4.06%
$278.19 - $315.36 $73.4K - $83.3K
6.76K $1.95M
MCK
Mckesson Corp

Healthcare
40
+ 4.17%
$482.27 - $628.5 $19.3K - $25.1K
1K $569K
WMT
Walmart Inc.

Consumer Defensive
202
+ 2.64%
$79.1 - $95.7 $16K - $19.3K
7.86K $709K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.03%
$205.18 - $250.29 $205 - $250
3.14K $752K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.03%
$567.81 - $607.81 $1.14K - $1.22K
7K $4.1M
BAC
Bank Of America Corp

Financial Services
468
+ 3.06%
$39.22 - $47.77 $18.4K - $22.4K
15.8K $692K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
104
+ 4.23%
$172.07 - $207.36 $17.9K - $21.6K
2.56K $506K
COF
Capital One Financial Corp

Financial Services
127
+ 6.47%
$145.19 - $192.01 $18.4K - $24.4K
2.09K $372K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3.82K
+ 10.71%
$24.61 - $25.12 $94K - $96K
39.5K $975K
GS
Goldman Sachs Group Inc

Financial Services
38
+ 5.86%
$486.1 - $608.57 $18.5K - $23.1K
686 $392K
QQQ
Invesco Qqq Trust, Series 1

ETFs
100
+ 11.88%
$481.22 - $538.17 $48.1K - $53.8K
942 $481K
C
Citigroup Inc

Financial Services
326
+ 5.28%
$61.31 - $72.5 $20K - $23.6K
6.5K $457K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
35.4K
+ 215.37%
$27.54 - $83.04 $975K - $2.94M
51.8K $1.44M
IBM
International Business Machines Corp

Technology
319
+ 12.06%
$204.9 - $238.04 $65.4K - $75.9K
2.96K $651K
AXP
American Express CO

Financial Services
33
+ 1.56%
$267.35 - $305.57 $8.82K - $10.1K
2.14K $635K
HON
Honeywell International Inc

Industrials
76
+ 3.42%
$202.84 - $236.0 $15.4K - $17.9K
2.3K $519K
GM
General Motors CO

Consumer Cyclical
320
+ 6.33%
$44.82 - $60.2 $14.3K - $19.3K
5.38K $286K
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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