Opes Wealth Management LLC Sells in Q3 2024

Opes Wealth Management LLC

  • $514 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-121
- 1.39%
$395.15 - $467.56 $47.8K - $56.6K
8.58K $3.69M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.34K
- 32.74%
$100.3 - $100.74 $135K - $135K
2.76K $277K
GOOGL
Alphabet Inc.

Communication Services
-50
- 0.67%
$148.65 - $191.18 $7.43K - $9.56K
7.45K $1.24M
AMAT
Applied Materials Inc

Technology
-25
- 0.95%
$174.88 - $254.97 $4.37K - $6.37K
2.61K $526K
NVDA
Nvidia Corp

Technology
-255
- 0.85%
$98.91 - $134.91 $25.2K - $34.4K
29.6K $3.6M
QCOM
Qualcomm Inc

Technology
-37
- 1.3%
$156.12 - $209.64 $5.78K - $7.76K
2.8K $476K
AKAM
Akamai Technologies Inc

Technology
-706
- 11.47%
N/A
5.45K $494K
AMZN
Amazon Com Inc

Consumer Cyclical
-154
- 3.04%
$161.02 - $200.0 $24.8K - $30.8K
4.92K $916K
NXPI
Nxp Semiconductors N.V.

Technology
-11
- 0.51%
$225.14 - $290.78 $2.48K - $3.2K
2.13K $511K
OKTA
Okta, Inc.

Technology
-38
- 1.22%
$71.0 - $100.39 $2.7K - $3.81K
3.07K $227K
ONTF
On24 Inc.

Technology
-10.3K
- 15.33%
$5.72 - $6.74 $59.2K - $69.7K
57.2K $349K
CVX
Chevron Corp

Energy
-64
- 3.98%
$137.88 - $161.97 $8.82K - $10.4K
1.55K $227K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-1.92K
- 3.32%
$43.63 - $46.56 $83.8K - $89.4K
55.9K $2.6M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-274
- 1.77%
N/A
15.2K $0
AMD
Advanced Micro Devices Inc

Technology
-30
- 1.1%
$128.67 - $183.96 $3.86K - $5.52K
2.7K $443K
WMT
Walmart Inc.

Consumer Defensive
-492
- 14.86%
$66.91 - $81.4 $32.9K - $40K
2.82K $227K
PEP
Pepsico Inc

Consumer Defensive
-19
- 0.69%
$161.9 - $179.3 $3.08K - $3.41K
2.73K $464K
NFLX
Netflix Inc

Communication Services
-5
- 0.9%
$598.55 - $722.26 $2.99K - $3.61K
549 $389K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-15
- 0.31%
$46.13 - $52.38 $692 - $786
4.79K $246K
UNP
Union Pacific Corp

Industrials
-5
- 0.43%
$221.78 - $256.09 $1.11K - $1.28K
1.16K $285K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.42K
- 2.87%
$44.46 - $48.11 $62.9K - $68.1K
47.9K $2.3M
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.51%
$333.64 - $405.2 $1K - $1.22K
588 $238K
CSCO
Cisco Systems, Inc.

Technology
-178
- 2.21%
$44.74 - $53.22 $7.96K - $9.47K
7.87K $418K
ORCL
Oracle Corp

Technology
-71
- 3.49%
$125.9 - $170.35 $8.94K - $12.1K
1.96K $334K
META
Meta Platforms, Inc.

Communication Services
-50
- 4.34%
$453.41 - $572.44 $22.7K - $28.6K
1.1K $630K
NKE
Nike, Inc.

Consumer Cyclical
-5
- 0.12%
$71.09 - $89.44 $355 - $447
4.04K $357K
RTX
Raytheon Technologies Corp

Industrials
-60
- 2.04%
$99.55 - $123.34 $5.97K - $7.4K
2.88K $348K
WDAY
Workday, Inc.

Technology
-30
- 0.98%
$207.75 - $264.68 $6.23K - $7.94K
3.04K $743K
TSLA
Tesla, Inc.

Consumer Cyclical
-9
- 0.65%
$191.76 - $263.26 $1.73K - $2.37K
1.38K $361K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-357
- 2.45%
$117.9 - $128.2 $42.1K - $45.8K
14.2K $1.83M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-412
- 1.94%
$77.02 - $85.06 $31.7K - $35K
20.8K $1.76M
JNJ
Johnson & Johnson

Healthcare
-4
- 0.05%
$145.48 - $167.38 $582 - $670
8.25K $1.34M
EBAY
Ebay Inc

Consumer Cyclical
-52
- 0.42%
$52.61 - $65.44 $2.74K - $3.4K
12.4K $808K
CMF
Ishares California Muni Bond E

ETFs
-4.56K
- 1.39%
$56.65 - $58.17 $258K - $265K
325K $18.9M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-342
- 0.25%
$29.28 - $32.18 $10K - $11K
137K $4.35M
BMY
Bristol Myers Squibb CO

Healthcare
-141
- 0.69%
$39.66 - $51.75 $5.59K - $7.3K
20.4K $1.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-591
- 1.4%
$175.46 - $203.3 $104K - $120K
41.5K $8.41M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-230
- 0.4%
$41.9 - $48.26 $9.64K - $11.1K
56.6K $2.71M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-767
- 0.85%
$92.63 - $105.69 $71K - $81.1K
89.7K $9.34M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-722
- 0.22%
$25.73 - $28.81 $18.6K - $20.8K
326K $9.27M
PDN
Invesco Fd Tr

ETFs
-1.48K
- 0.73%
$31.75 - $35.44 $47K - $52.5K
202K $7.12M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-904
- 0.87%
$73.43 - $80.37 $66.4K - $72.7K
103K $8.24M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-364
- 0.22%
$61.47 - $67.36 $22.4K - $24.5K
164K $11M
FNDX
Schwab Fundamental U S Large C

ETFs
-1.53K
- 0.93%
$65.36 - $71.76 $100K - $110K
163K $11.7M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-90
- 0.09%
$64.57 - $71.76 $5.81K - $6.46K
101K $7.27M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-912
- 0.44%
$36.02 - $41.68 $32.9K - $38K
206K $8.52M
VOE
Vanguard Mid Cap Value Index F

ETFs
-381
- 0.77%
$149.02 - $167.67 $56.8K - $63.9K
49.3K $8.26M
GILD
Gilead Sciences, Inc.

Healthcare
-1.66K
- 1.05%
$66.59 - $83.99 $111K - $140K
157K $13.2M
AAPL
Apple Inc.

Technology
-4.58K
- 0.73%
$207.23 - $234.82 $949K - $1.08M
626K $146M
Activity Summary
Buys All Purchases 68 New Holdings 8 Increased Positions 60 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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