Opal Wealth Advisors, LLC New Holdings in Q4 2025

Opal Wealth Advisors, LLC

  • $361 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
4.42K
New
$199.44 - $208.01 $881K - $919K
4.42K $904K
JCPB
J P Morgan Exchange Traded Fd

ETFs
13.4K
New
$47.34 - $48.01 $636K - $645K
13.4K $637K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
81K
New
$5.93 - $6.07 $480K - $492K
81K $484K
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
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
MUB
Ishares National Muni Bond ETF

ETFs
2.73K
New
$106.36 - $107.61 $290K - $293K
2.73K $291K
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
IEMG
Ishares Inc

ETFs
4.31K
New
N/A
4.31K $231K
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
IBRX
Immunity Bio, Inc.

Healthcare
14.3K
New
$2.0 - $2.66 $28.7K - $38.1K
14.3K $29K
Advisors Inner Circle Fd Iii
34.4K
New
N/A
34.4K $0
Ge Vernova Inc
335
New
N/A
335 $0
Vaneck Fds
7.09K
New
N/A
7.09K $0
Unusual Machs Inc
10K
New
N/A
10K $0
Pimco ETF Tr
12.9K
New
N/A
12.9K $0
Palmer Square Capital Bdc In
76.3K
New
N/A
76.3K $0
JGRO
J P Morgan Exchange Traded Fd
4.5K
New
N/A
4.5K $0
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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