Opes Wealth Management LLC Reduced Holdings in Q4 2024

Opes Wealth Management LLC

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-182K
- 29.07%
$221.69 - $259.02 $40.3M - $47.1M
444K $111M
CAT
Caterpillar Inc

Industrials
-25
- 0.5%
$360.37 - $416.88 $9.01K - $10.4K
4.96K $1.8M
ONTF
On24 Inc.

Technology
-24.7K
- 43.14%
$5.9 - $6.98 $145K - $172K
32.5K $209K
AMAT
Applied Materials Inc

Technology
-108
- 4.15%
$161.44 - $213.89 $17.4K - $23.1K
2.5K $406K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-535
- 1.75%
$33.39 - $37.66 $17.9K - $20.1K
30.1K $1M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-1.13K
- 3.6%
$34.46 - $38.29 $38.8K - $43.1K
30.1K $1.05M
NKE
Nike, Inc.

Consumer Cyclical
-655
- 16.2%
$73.36 - $89.13 $48.1K - $58.4K
3.39K $256K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-924
- 4.71%
$124.61 - $133.96 $115K - $124K
18.7K $2.41M
AKAM
Akamai Technologies Inc

Technology
-703
- 12.91%
N/A
4.74K $430K
NEE
Nextera Energy Inc

Utilities
-94
- 2.13%
$69.77 - $85.43 $6.56K - $8.03K
4.32K $309K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-790
- 4.16%
$41.64 - $45.75 $32.9K - $36.1K
18.2K $761K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.04K
- 7.26%
$41.09 - $45.94 $42.5K - $47.5K
13.2K $556K
EFV
Msci Eafe Value ETF

ETFs
-50
- 0.92%
$51.78 - $57.15 $2.59K - $2.86K
5.39K $282K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-635
- 9.19%
$44.57 - $46.43 $28.3K - $29.5K
6.28K $286K
CSCO
Cisco Systems, Inc.

Technology
-1.09K
- 13.87%
$52.45 - $60.02 $57.2K - $65.5K
6.78K $401K
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 2.55%
$385.02 - $431.37 $5.78K - $6.47K
573 $222K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-145
- 4.72%
$124.26 - $134.12 $18K - $19.4K
2.93K $376K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-195
- 6.06%
$69.3 - $74.3 $13.5K - $14.5K
3.02K $216K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-50
- 1.81%
$100.16 - $100.7 $5.01K - $5.04K
2.71K $271K
PM
Philip Morris International Inc.

Consumer Defensive
-18
- 0.6%
$118.38 - $133.06 $2.13K - $2.4K
3K $360K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-755
- 4.95%
N/A
14.5K $0
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-805
- 1.68%
$47.71 - $49.76 $38.4K - $40.1K
47.1K $2.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-474
- 34.3%
$213.65 - $479.86 $101K - $227K
908 $366K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-1.36K
- 2.43%
$46.38 - $47.95 $63.1K - $65.2K
54.6K $2.62M
OKTA
Okta, Inc.

Technology
-5
- 0.16%
$71.81 - $86.11 $359 - $431
3.06K $241K
CRM
Salesforce, Inc.

Technology
-46
- 3.5%
$270.87 - $367.87 $12.5K - $16.9K
1.27K $424K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-221
- 0.53%
$201.32 - $217.44 $44.5K - $48.1K
41.3K $8.54M
Activity Summary
Buys All Purchases 95 New Holdings 6 Increased Positions 89 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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