Opes Wealth Management LLC Sells in Q3 2025

Opes Wealth Management LLC

  • $567 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-20.7K
- 96.65%
$1147.87 - $1297.18 $23.8M - $26.9M
718 $860K
VEA
Vanguard Ftse Developed Market

ETFs
-52.1K
- 65.23%
$56.02 - $60.3 $2.92M - $3.14M
27.7K $1.66M
WMT
Walmart Inc.

Consumer Defensive
-18.5K
- 87.86%
$94.4 - $104.27 $1.75M - $1.93M
2.56K $263K
LLY
Eli Lilly & CO

Healthcare
-1.12K
- 72.85%
$625.65 - $812.69 $700K - $909K
417 $318K
JNJ
Johnson & Johnson

Healthcare
-5.2K
- 42.74%
$155.17 - $185.42 $807K - $964K
6.97K $1.29M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.25K
- 60.03%
$72.57 - $74.72 $526K - $542K
4.83K $358K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-12.3K
- 3.53%
$45.6 - $46.92 $561K - $577K
336K $15.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.48K
- 12.87%
$420.11 - $472.68 $1.04M - $1.17M
16.8K $7.86M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.05K
- 11.16%
$192.76 - $203.86 $395K - $418K
16.3K $3.32M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
-9.76K
- 25.87%
$20.38 - $20.61 $199K - $201K
28K $573K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-5.87K
- 2.8%
$43.36 - $44.8 $254K - $263K
204K $9.06M
IBM
International Business Machines Corp

Technology
-395
- 28.54%
$234.77 - $292.47 $92.7K - $116K
989 $279K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.25K
- 11.21%
$92.18 - $95.14 $115K - $119K
9.89K $941K
DIS
Walt Disney CO

Communication Services
-366
- 11.36%
$112.25 - $124.0 $41.1K - $45.4K
2.86K $326K
CRM
Salesforce, Inc.

Technology
-67
- 4.53%
$231.66 - $273.65 $15.5K - $18.3K
1.41K $334K
PM
Philip Morris International Inc.

Consumer Defensive
-40
- 1.56%
$157.77 - $183.27 $6.31K - $7.33K
2.53K $409K
BMY
Bristol Myers Squibb CO

Healthcare
-778
- 4.0%
$43.31 - $48.98 $33.7K - $38.1K
18.7K $842K
AVSD
American Centy ETF Tr Avantis

ETFs
-1.42K
- 10.36%
$66.62 - $71.66 $94.3K - $101K
12.2K $875K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-21
- 0.35%
$65.64 - $78.22 $1.38K - $1.64K
6.02K $403K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-312
- 18.35%
$182.33 - $194.5 $56.9K - $60.7K
1.39K $269K
ABT
Abbott Laboratories

Healthcare
-205
- 9.02%
$120.51 - $136.62 $24.7K - $28K
2.07K $276K
NEE
Nextera Energy Inc

Utilities
-793
- 15.6%
$69.77 - $77.54 $55.3K - $61.5K
4.29K $323K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-770
- 7.35%
$64.58 - $69.94 $49.7K - $53.9K
9.71K $673K
VTI
Vanguard Total Stock Market Et

ETFs
-118
- 9.82%
$303.93 - $329.86 $35.9K - $38.9K
1.08K $355K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-219
- 4.04%
N/A
5.2K $0
WDAY
Workday, Inc.

Technology
-5
- 0.16%
$213.69 - $247.69 $1.07K - $1.24K
3.04K $731K
VTV
Vanguard Value ETF

ETFs
-53
- 4.14%
$175.51 - $186.57 $9.3K - $9.89K
1.23K $229K
IDEV
Ishares Core Msci Intl Develop

ETFs
-1
- 0.03%
$74.68 - $80.26 $74.7 - $80.3
3.12K $250K
NXPI
Nxp Semiconductors N.V.

Technology
-12
- 0.56%
$205.16 - $239.07 $2.46K - $2.87K
2.14K $486K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3
- 0.1%
$74.93 - $80.73 $225 - $242
3.03K $244K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-142
- 3.53%
$135.0 - $146.02 $19.2K - $20.7K
3.88K $565K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-364
- 0.83%
$41.43 - $44.2 $15.1K - $16.1K
43.5K $1.92M
RTX
Raytheon Technologies Corp

Industrials
-17
- 1.06%
$144.19 - $167.33 $2.45K - $2.84K
1.59K $265K
SONY
Sony Group Corp

Technology
-50
- 0.42%
$23.92 - $30.07 $1.2K - $1.5K
12K $344K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-1.29K
- 3.3%
$41.58 - $44.7 $53.6K - $57.7K
37.8K $1.66M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-875
- 3.81%
$41.34 - $45.65 $36.2K - $39.9K
22.1K $994K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-18
- 1.33%
$546.99 - $602.2 $9.85K - $10.8K
1.34K $802K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-290
- 1.68%
$122.57 - $132.57 $35.5K - $38.4K
17K $2.2M
ORCL
Oracle Corp

Technology
-150
- 7.46%
$218.96 - $328.33 $32.8K - $49.2K
1.86K $523K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-380
- 1.61%
$39.06 - $43.42 $14.8K - $16.5K
23.3K $1.01M
AVSE
American Centy ETF Tr Avantis

ETFs
-192
- 0.85%
$58.4 - $64.07 $11.2K - $12.3K
22.5K $1.43M
INTC
Intel Corp

Technology
-381
- 3.39%
$19.31 - $35.5 $7.36K - $13.5K
10.9K $364K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.95K
- 2.05%
$39.8 - $42.86 $77.7K - $83.7K
93.3K $3.99M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-15
- 0.02%
$41.5 - $43.83 $623 - $657
89K $3.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-460
- 1.94%
$134.94 - $145.86 $62.1K - $67.1K
23.3K $3.39M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-335
- 0.71%
$49.43 - $54.52 $16.6K - $18.3K
47.1K $2.55M
PDN
Invesco Fd Tr

ETFs
-1.57K
- 0.78%
$38.58 - $41.85 $60.4K - $65.5K
198K $8.14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-329
- 0.25%
$62.09 - $66.51 $20.4K - $21.9K
133K $8.66M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-1.3K
- 0.39%
$29.97 - $32.38 $38.9K - $42K
334K $10.6M
Activity Summary
Buys All Purchases 66 New Holdings 5 Increased Positions 61 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 1
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