Opus Capital Group, LLC Sells in Q3 2025

Opus Capital Group, LLC

  • $890 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.7M
- 67.73%
$21.69 - $23.34 $36.9M - $39.7M
810K $18.9M
SCI
Service Corp International

Consumer Cyclical
-18.8K
- 26.66%
$75.63 - $83.25 $1.42M - $1.57M
51.8K $4.31M
PG
Procter & Gamble CO

Consumer Defensive
-4.24K
- 3.57%
$150.47 - $161.22 $639K - $684K
115K $17.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.83K
- 4.87%
$117.65 - $120.08 $215K - $219K
35.6K $4.26M
Hubbell Inc Class B
-250
- 27.47%
N/A
660 $284K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-406
- 5.43%
$60.9 - $70.75 $24.7K - $28.7K
7.07K $442K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-102
- 5.3%
$196.15 - $217.83 $20K - $22.2K
1.82K $368K
LLY
Eli Lilly & CO

Healthcare
-36
- 3.05%
$625.65 - $812.69 $22.5K - $29.3K
1.14K $872K
PAYX
Paychex Inc

Industrials
-98
- 5.47%
$126.69 - $147.99 $12.4K - $14.5K
1.69K $215K
ADP
Automatic Data Processing Inc

Industrials
-63
- 3.87%
$288.69 - $310.94 $18.2K - $19.6K
1.57K $459K
WMB
Williams Companies, Inc.

Energy
-535
- 5.44%
$56.52 - $64.01 $30.2K - $34.2K
9.3K $589K
XOM
Exxon Mobil Corp

Energy
-514
- 6.75%
$105.83 - $117.22 $54.4K - $60.3K
7.1K $801K
CME
Cme Group Inc.

Financial Services
-48
- 5.49%
$258.83 - $287.1 $12.4K - $13.8K
826 $223K
MCD
Mcdonalds Corp

Consumer Cyclical
-138
- 6.93%
$291.67 - $316.99 $40.3K - $43.7K
1.85K $563K
GLD
Spdr Gold Trust

ETFs
-210
- 16.18%
$300.96 - $355.47 $63.2K - $74.6K
1.09K $387K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-141
- 2.3%
$47.03 - $47.97 $6.63K - $6.76K
6K $287K
TRV
Travelers Companies, Inc.

Financial Services
-98
- 4.8%
$250.62 - $279.43 $24.6K - $27.4K
1.95K $543K
NEE
Nextera Energy Inc

Utilities
-510
- 8.16%
$69.77 - $77.54 $35.6K - $39.5K
5.74K $434K
Eaton Corporation
-41
- 4.43%
N/A
884 $331K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-113
- 7.08%
$185.88 - $207.44 $21K - $23.4K
1.48K $298K
LMT
Lockheed Martin Corp

Industrials
-17
- 3.35%
$410.74 - $499.21 $6.98K - $8.49K
490 $244K
Duke Energy Corporation
-94
- 2.43%
N/A
3.77K $467K
PEP
Pepsico Inc

Consumer Defensive
-75
- 2.89%
$133.81 - $152.16 $10K - $11.4K
2.52K $353K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-480
- 3.73%
$24.46 - $26.5 $11.7K - $12.7K
12.4K $326K
WMT
Walmart Inc.

Consumer Defensive
-4
- 0.15%
$94.4 - $104.27 $378 - $417
2.59K $266K
AMD
Advanced Micro Devices Inc

Technology
-103
- 6.48%
$134.8 - $184.42 $13.9K - $19K
1.49K $240K
UNH
Unitedhealth Group Inc

Healthcare
-36
- 3.98%
$237.77 - $353.61 $8.56K - $12.7K
868 $300K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-135
- 3.04%
$133.48 - $144.38 $18K - $19.5K
4.31K $615K
AVGO
Broadcom Inc.

Technology
-504
- 14.79%
$264.74 - $369.57 $133K - $186K
2.9K $958K
CVX
Chevron Corp

Energy
-131
- 3.5%
$145.57 - $161.83 $19.1K - $21.2K
3.61K $560K
SRE
Sempra Energy

Utilities
-153
- 4.59%
$74.14 - $89.98 $11.3K - $13.8K
3.18K $286K
VIG
Vanguard Dividend Appreciation

ETFs
-536
- 3.87%
N/A
13.3K $2.87M
JPM
Jpmorgan Chase & CO

Financial Services
-94
- 3.26%
$282.78 - $316.06 $26.6K - $29.7K
2.79K $880K
HD
Home Depot, Inc.

Consumer Cyclical
-53
- 2.99%
$357.4 - $423.42 $18.9K - $22.4K
1.72K $696K
VONG
Vanguard Russell 1000 Growth E

ETFs
-979
- 6.66%
$108.08 - $121.73 $106K - $119K
13.7K $1.65M
MUB
Ishares National Muni Bond ETF

ETFs
-346
- 0.82%
$103.24 - $106.68 $35.7K - $36.9K
42.1K $4.48M
GLW
Corning Inc

Technology
-943
- 21.4%
$51.6 - $82.03 $48.7K - $77.4K
3.46K $284K
IWD
Ishares Russell 1000 Val ETF

ETFs
-69
- 0.96%
$192.76 - $203.86 $13.3K - $14.1K
7.1K $1.45M
ORCL
Oracle Corp

Technology
-14
- 1.44%
$218.96 - $328.33 $3.07K - $4.6K
956 $269K
ABBV
Abb Vie Inc.

Healthcare
-177
- 5.38%
$184.85 - $231.54 $32.7K - $41K
3.11K $720K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-243
- 1.27%
$79.39 - $90.39 $19.3K - $22K
18.9K $1.67M
IVV
Ishares Core S&P 500 ETF

ETFs
-43
- 1.06%
$620.67 - $670.08 $26.7K - $28.8K
4.02K $2.69M
JNJ
Johnson & Johnson

Healthcare
-37
- 0.62%
$155.17 - $185.42 $5.74K - $6.86K
5.98K $1.11M
IWM
Ishares Russell 2000 ETF

ETFs
-13
- 0.13%
$214.92 - $244.84 $2.79K - $3.18K
9.65K $2.34M
VEA
Vanguard Ftse Developed Market

ETFs
-2.05K
- 1.07%
$56.02 - $60.3 $115K - $123K
189K $11.3M
FYLD
Cambria Foreign Shareholder Yi

ETFs
-2.77K
- 0.9%
$29.19 - $31.97 $80.9K - $88.6K
304K $9.47M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-836
- 0.79%
$132.51 - $145.94 $111K - $122K
104K $15.1M
AVEM
American Centy ETF Tr Avantis

ETFs
-92
- 0.05%
$68.33 - $75.41 $6.29K - $6.94K
190K $14.2M
VONE
Vanguard Russell 1000 ETF

ETFs
-181
- 0.29%
$280.68 - $303.97 $50.8K - $55K
62.5K $18.9M
Activity Summary
Buys All Purchases 57 New Holdings 13 Increased Positions 44 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Opus Capital Group, LLC Portfolio

Follow Opus Capital Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Opus Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opus Capital Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email