Opal Wealth Advisors, LLC Portfolio Holdings

Opal Wealth Advisors, LLC

  • $325 Million
  • Q4 2024

Opal Wealth Advisors, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $325 Million distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Putnam ETF Tr Putnam Focused L with a value of $45.1M, Legg Mason ETF Invt Tr Clearbr with a value of $39.8M, Vanguard Small Cap Value ETF with a value of $24.4M, Ihares Core 1 5 Years Usd Bond with a value of $16.3M, and Apple Inc. with a value of $15.1M.

Examining the 13F form we can see an increase of $10.6M in the current position value, from $315M to 325M.

Opal Wealth Advisors, LLC is based out at Jericho, NY

Below you can find more details about Opal Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $325 Million
ETFs: $203 Million
Technology: $30.4 Million
Financial Services: $10.4 Million
Healthcare: $8.85 Million
Consumer Cyclical: $7.78 Million
Communication Services: $6.73 Million
Industrials: $5.9 Million
Consumer Defensive: $3.51 Million
Other: $2.93 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177M
$31,000 0.01% of portfolio
10,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $325 Million
  • Prior Value $315 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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