Opus Capital Group, LLC Sells in Q4 2024

Opus Capital Group, LLC

  • $787 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-6.2K
- 68.01%
$727.2 - $932.06 $4.51M - $5.77M
2.91K $2.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.8K
- 2.81%
$521.84 - $558.82 $4.07M - $4.36M
270K $145M
MUB
Ishares National Muni Bond ETF

ETFs
-4.76K
- 5.48%
$105.78 - $108.7 $504K - $518K
82.2K $8.76M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.61K
- 1.48%
$126.68 - $134.74 $457K - $486K
241K $30.7M
SCI
Service Corp International

Consumer Cyclical
-7.98K
- 11.11%
$73.36 - $88.6 $585K - $707K
63.9K $5.1M
SBUX
Starbucks Corp

Consumer Cyclical
-2.68K
- 45.29%
$87.44 - $102.5 $234K - $274K
3.23K $295K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.7K
- 17.66%
$59.25 - $72.99 $101K - $124K
7.93K $474K
Merck & CO
-1.28K
- 18.19%
N/A
5.74K $571K
ABBV
Abb Vie Inc.

Healthcare
-769
- 18.1%
$164.99 - $203.87 $127K - $157K
3.48K $618K
VTV
Vanguard Value ETF

ETFs
-381
- 1.3%
$168.32 - $181.87 $64.1K - $69.3K
28.9K $4.9M
PEP
Pepsico Inc

Consumer Defensive
-682
- 15.08%
$151.29 - $176.1 $103K - $120K
3.84K $584K
XOM
Exxon Mobil Corp

Energy
-696
- 8.68%
$105.51 - $125.37 $73.4K - $87.3K
7.33K $788K
HD
Home Depot, Inc.

Consumer Cyclical
-273
- 13.04%
$385.02 - $431.37 $105K - $118K
1.82K $708K
MCD
Mcdonalds Corp

Consumer Cyclical
-340
- 15.65%
$288.47 - $316.54 $98.1K - $108K
1.83K $531K
LMT
Lockheed Martin Corp

Industrials
-124
- 18.51%
$479.66 - $614.62 $59.5K - $76.2K
546 $265K
TXN
Texas Instruments Inc

Technology
-414
- 18.61%
N/A
1.81K $340K
O
Realty Income Corp

Real Estate
-1.12K
- 18.4%
$51.76 - $64.71 $57.7K - $72.2K
4.95K $264K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-76
- 0.79%
$114.08 - $125.68 $8.67K - $9.55K
9.59K $1.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-413
- 18.03%
$209.89 - $233.24 $86.7K - $96.3K
1.88K $399K
PSX
Phillips 66

Energy
-467
- 18.72%
$110.35 - $138.93 $51.5K - $64.9K
2.03K $231K
SRE
Sempra Energy

Utilities
-1.27K
- 23.06%
$80.81 - $94.77 $102K - $120K
4.23K $371K
CVX
Chevron Corp

Energy
-528
- 12.51%
$141.15 - $162.53 $74.5K - $85.8K
3.69K $535K
Eaton Corporation
-259
- 17.48%
N/A
1.22K $406K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-523
- 18.75%
$178.39 - $215.0 $93.3K - $112K
2.27K $437K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-752
- 0.71%
$128.97 - $141.41 $97K - $106K
106K $13.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
-211
- 18.57%
$285.5 - $335.62 $60.2K - $70.8K
925 $268K
VIG
Vanguard Dividend Appreciation

ETFs
-172
- 1.22%
N/A
14K $2.73M
SUB
Ishares Short Term National Mu

ETFs
-80
- 0.11%
$104.94 - $106.2 $8.4K - $8.5K
72.1K $7.61M
VNQ
Vanguard Specialized Funds Van

ETFs
-44
- 0.71%
$87.85 - $98.6 $3.87K - $4.34K
6.11K $545K
ADP
Automatic Data Processing Inc

Industrials
-272
- 13.9%
$280.08 - $307.97 $76.2K - $83.8K
1.69K $493K
AVGO
Broadcom Inc.

Technology
-2.05K
- 28.08%
$159.67 - $250.0 $328K - $513K
5.26K $1.22M
PAYX
Paychex Inc

Industrials
-384
- 18.5%
$135.86 - $148.73 $52.2K - $57.1K
1.69K $237K
TRV
Travelers Companies, Inc.

Financial Services
-238
- 9.38%
$225.97 - $266.66 $53.8K - $63.5K
2.3K $554K
IWD
Ishares Russell 1000 Val ETF

ETFs
-25
- 0.35%
$183.23 - $199.79 $4.58K - $4.99K
7.19K $1.33M
META
Meta Platforms, Inc.

Communication Services
-112
- 5.29%
$554.08 - $632.68 $62.1K - $70.9K
2.01K $1.17M
GLW
Corning Inc

Technology
-1.08K
- 18.65%
$44.11 - $49.76 $47.6K - $53.7K
4.71K $224K
Duke Energy Corporation
-29
- 0.73%
N/A
3.92K $423K
JPM
Jpmorgan Chase & CO

Financial Services
-544
- 15.99%
$205.18 - $250.29 $112K - $136K
2.86K $685K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-253
- 6.15%
$71.75 - $75.11 $18.2K - $19K
3.86K $278K
AVUV
American Centy ETF Tr Avantis

ETFs
-1.12K
- 0.75%
$94.37 - $106.41 $106K - $119K
148K $14.3M
PPL
Ppl Corp

Utilities
-479
- 6.38%
$31.47 - $35.0 $15.1K - $16.8K
7.03K $228K
Dell Computers
-105
- 5.07%
N/A
1.96K $226K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-103
- 0.96%
$61.68 - $67.87 $6.35K - $6.99K
10.6K $661K
VTI
Vanguard Total Stock Market Et

ETFs
-48
- 3.33%
$280.04 - $302.45 $13.4K - $14.5K
1.4K $404K
CME
Cme Group Inc.

Financial Services
-38
- 3.99%
$221.17 - $246.02 $8.4K - $9.35K
915 $212K
WMB
Williams Companies, Inc.

Energy
-1.54K
- 13.05%
$46.37 - $59.74 $71.2K - $91.8K
10.2K $554K
VBK
Vanguard Small Cap Growth ETF

ETFs
-170
- 3.26%
$264.18 - $304.19 $44.9K - $51.7K
5.05K $1.41M
SCHW
Schwab Charles Corp

Financial Services
-39
- 1.0%
$63.31 - $82.85 $2.47K - $3.23K
3.85K $285K
AMZN
Amazon Com Inc

Consumer Cyclical
-50
- 3.58%
$180.88 - $232.93 $9.04K - $11.6K
1.35K $295K
Activity Summary
Buys All Purchases 39 New Holdings 1 Increased Positions 38 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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