Opal Wealth Advisors, LLC Incresed Positions 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
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
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
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
28.1K
+ 67.14%
$11.43 - $12.01 $321K - $337K
69.8K $804K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
512
+ 40.67%
$475.68 - $513.11 $244K - $263K
1.77K $901K
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
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
CAH
Cardinal Health Inc

Healthcare
112
+ 7.85%
$153.27 - $206.06 $17.2K - $23.1K
1.54K $315K
AVGO
Broadcom Inc.

Technology
159
+ 5.49%
$324.63 - $385.98 $51.6K - $61.4K
3.06K $1.05M
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
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
846
+ 9.11%
$43.6 - $45.68 $36.9K - $38.6K
10.1K $456K
PLD
Prologis, Inc.

Real Estate
32
+ 1.06%
$111.23 - $127.18 $3.56K - $4.07K
3.05K $377K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 7.46%
$600.51 - $631.95 $24K - $25.3K
576 $355K
XLI
Industrial Sector Spdr

ETFs
1.05K
+ 1.75%
$149.9 - $155.79 $157K - $163K
61K $9.28M
ASML
Asml Holding Nv

Technology
3
+ 0.76%
$936.19 - $1075.45 $2.81K - $3.23K
400 $408K
DUK
Duke Energy Corp

Utilities
138
+ 4.19%
$121.57 - $129.03 $16.8K - $17.8K
3.43K $429K
NVDA
Nvidia Corp

Technology
117
+ 0.53%
$179.83 - $207.04 $21K - $24.2K
22.1K $4.12M
VTI
Vanguard Total Stock Market Et

ETFs
38
+ 0.89%
$321.8 - $337.95 $12.2K - $12.8K
4.32K $1.42M
ABBV
Abb Vie Inc.

Healthcare
28
+ 0.61%
$211.96 - $244.38 $5.93K - $6.84K
4.64K $1.09M
CRM
Salesforce, Inc.

Technology
75
+ 8.11%
$235.69 - $263.41 $17.7K - $19.8K
1K $237K
VO
Vanguard Mid Cap ETF

ETFs
70
+ 10.22%
$286.27 - $296.23 $20K - $20.7K
755 $216K
CME
Cme Group Inc.

Financial Services
18
+ 1.71%
$261.53 - $285.04 $4.71K - $5.13K
1.07K $299K
BFLY
Butterfly Network, Inc.

Healthcare
3.36K
+ 10.07%
$1.9 - $2.91 $6.37K - $9.76K
36.7K $77K
SPGI
S&P Global Inc.

Financial Services
14
+ 0.9%
$472.05 - $502.96 $6.61K - $7.04K
1.57K $767K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
66
+ 5.63%
$310.75 - $335.0 $20.5K - $22.1K
1.24K $386K
VTV
Vanguard Value ETF

ETFs
50
+ 4.13%
$182.87 - $189.72 $9.14K - $9.49K
1.26K $235K
VB
Vanguard Small Cap ETF

ETFs
41
+ 3.35%
$248.1 - $260.08 $10.2K - $10.7K
1.27K $316K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
100
+ 4.19%
$110.02 - $115.23 $11K - $11.5K
2.49K $275K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18
+ 1.02%
$137.47 - $143.13 $2.47K - $2.58K
1.78K $251K
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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