Opal Wealth Advisors, LLC Sells in Q4 2025

Opal Wealth Advisors, LLC

  • $361 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-202
- 7.88%
$609.01 - $751.67 $123K - $152K
2.36K $1.44M
T
At&T Inc.

Communication Services
-10.2K
- 34.95%
$24.44 - $27.55 $250K - $282K
19.1K $485K
TSLA
Tesla, Inc.

Consumer Cyclical
-307
- 5.51%
$401.99 - $468.37 $123K - $144K
5.26K $2.15M
ICE
Intercontinental Exchange, Inc.

Financial Services
-310
- 1.93%
$145.59 - $162.64 $45.1K - $50.4K
15.8K $2.4M
V
Visa Inc.

Financial Services
-664
- 13.58%
$325.75 - $352.42 $216K - $234K
4.22K $1.38M
MSFT
Microsoft Corp

Technology
-352
- 3.61%
$496.82 - $542.07 $175K - $191K
9.4K $4.77M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-5.19K
- 24.78%
$50.55 - $50.74 $262K - $263K
15.7K $796K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-9.82K
- 17.37%
$25.44 - $25.56 $250K - $251K
46.7K $1.19M
PM
Philip Morris International Inc.

Consumer Defensive
-1.06K
- 13.34%
$144.33 - $160.86 $153K - $171K
6.91K $1.06M
VZ
Verizon Communications Inc

Communication Services
-4.22K
- 22.34%
$38.4 - $43.83 $162K - $185K
14.7K $601K
UNH
Unitedhealth Group Inc

Healthcare
-184
- 4.78%
$320.52 - $369.92 $59K - $68.1K
3.67K $1.18M
SPYG
Spdr Portfolio

ETFs
-1.26K
- 2.92%
$102.4 - $109.39 $129K - $138K
42K $4.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-162
- 2.74%
$653.02 - $687.39 $106K - $111K
5.76K $3.83M
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.18%
$358.03 - $397.02 $1.43K - $1.59K
2.26K $809K
STX
Seagate Technology Holdings PLC

Technology
-592
- 28.19%
$211.63 - $293.99 $125K - $174K
1.51K $389K
CVX
Chevron Corp

Energy
-672
- 20.39%
$148.9 - $157.72 $100K - $106K
2.62K $406K
CI
Cigna Corp

Healthcare
-290
- 21.31%
$244.41 - $311.0 $70.9K - $90.2K
1.07K $290K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.45K
- 14.32%
$55.63 - $58.98 $80.4K - $85.3K
8.65K $507K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-557
- 0.9%
$44.53 - $47.25 $24.8K - $26.3K
61.2K $2.79M
URI
United Rentals, Inc.

Industrials
-3
- 0.67%
$806.61 - $1020.0 $2.42K - $3.06K
447 $360K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-881
- 18.32%
$68.28 - $84.44 $60.2K - $74.4K
3.93K $299K
COP
Conocophillips

Energy
-573
- 20.49%
$85.66 - $95.46 $49.1K - $54.7K
2.22K $197K
DIS
Walt Disney CO

Communication Services
-58
- 0.9%
$105.69 - $116.65 $6.13K - $6.77K
6.39K $675K
ENB
Enbridge Inc

Energy
-944
- 15.99%
$46.39 - $50.07 $43.8K - $47.3K
4.96K $236K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.05K
- 1.74%
$28.9 - $30.17 $30.4K - $31.7K
59.4K $1.73M
MO
Altria Group, Inc.

Consumer Defensive
-56
- 0.8%
$56.38 - $66.65 $3.16K - $3.73K
6.93K $402K
ITW
Illinois Tool Works Inc

Industrials
-124
- 7.37%
$242.03 - $260.73 $30K - $32.3K
1.56K $380K
UBER
Uber Technologies, Inc

Technology
-286
- 6.44%
$91.62 - $100.1 $26.2K - $28.6K
4.16K $380K
GLD
Spdr Gold Trust

ETFs
-193
- 22.42%
$354.79 - $403.15 $68.5K - $77.8K
668 $251K
HON
Honeywell International Inc

Industrials
-93
- 3.96%
$194.07 - $220.67 $18K - $20.5K
2.25K $441K
AVUV
American Centy ETF Tr Avantis

ETFs
-314
- 2.81%
$95.19 - $100.66 $29.9K - $31.6K
10.9K $1.06M
UNP
Union Pacific Corp

Industrials
-72
- 3.33%
$216.37 - $237.41 $15.6K - $17.1K
2.09K $461K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-554
- 1.36%
N/A
40.2K $3.45M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.62K
- 3.92%
$25.18 - $25.37 $40.9K - $41.2K
39.8K $1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-892
- 10.42%
$41.61 - $44.26 $37.1K - $39.5K
7.67K $333K
CRWD
Crowd Strike Holdings, Inc.

Technology
-145
- 18.57%
$482.23 - $557.53 $69.9K - $80.8K
636 $341K
NOC
Northrop Grumman Corp

Industrials
-17
- 2.49%
$558.0 - $637.95 $9.49K - $10.8K
665 $374K
BAC
Bank Of America Corp

Financial Services
-739
- 5.22%
$48.65 - $54.11 $36K - $40K
13.4K $691K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-596
- 3.61%
$43.95 - $46.24 $26.2K - $27.6K
15.9K $704K
ABT
Abbott Laboratories

Healthcare
-192
- 6.73%
$123.62 - $134.59 $23.7K - $25.8K
2.66K $346K
INTU
Intuit Inc

Technology
-24
- 4.42%
$641.79 - $683.39 $15.4K - $16.4K
519 $335K
C
Citigroup Inc

Financial Services
-169
- 3.13%
$93.93 - $102.87 $15.9K - $17.4K
5.22K $512K
COF
Capital One Financial Corp

Financial Services
-48
- 2.45%
$201.01 - $225.01 $9.65K - $10.8K
1.91K $383K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-860
- 0.92%
$50.33 - $50.81 $43.3K - $43.7K
92.6K $4.68M
GVI
Ishares Tr

ETFs
-195
- 0.99%
$107.08 - $108.01 $20.9K - $21.1K
19.5K $2.09M
KO
Coca Cola CO

Consumer Defensive
-1.08K
- 9.23%
$66.1 - $71.61 $71.1K - $77K
10.6K $747K
MCK
Mckesson Corp

Healthcare
-108
- 11.3%
$738.06 - $859.37 $79.7K - $92.8K
848 $714K
FVD
First Tr Value Line Divid Inde

ETFs
-432
- 5.86%
$45.0 - $46.25 $19.4K - $20K
6.94K $318K
WMT
Walmart Inc.

Consumer Defensive
-205
- 3.27%
$101.18 - $109.03 $20.7K - $22.4K
6.07K $625K
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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