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Portfolio (Quarterly) Guide ↗

Opal Wealth Advisors, LLC

· CIK 0001844201
13F Portfolio $463M AUM 224 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 110 Added 76 Reduced 390 Exited
Page 3 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 2,324.0 $820K 0.18% +30.0 +1.3% $352.68 -3.7%
42 NOW SERVICENOW INC Technology 8,118.0 $806K 0.17% +1K +19.0% $99.28 +21.8%
43 VZ VERIZON COMMUNICATIONS INC Communication Services 18,815.0 $797K 0.17% +758.0 +4.2% $42.34 +15.0%
44 ASML ASML HLDG NV Technology 394.0 $784K 0.17% +16.0 +4.2% $1989.44 -9.9%
45 SCHW SCHWAB CHARLES CORP Financial Services 7,324.0 $676K 0.15% +3K +65.8% $92.27 +20.7%
46 ORCL ORACLE CORP Technology 4,377.0 $641K 0.14% +1K +34.3% $146.55 -2.0%
47 VOO VANGUARD INDEX FDS 892.0 $613K 0.13% +70.0 +8.5% $686.88 +2.8%
48 SYK STRYKER CORPORATION Healthcare 1,827.0 $575K 0.12% +11.0 +0.6% $314.84 +6.1%
49 UNP UNION PAC CORP Industrials 2,091.0 $569K 0.12% +135.0 +6.9% $272.00 +10.1%
50 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,107.0 $550K 0.12% +517.0 +87.6% $496.73 +6.3%
51 MO ALTRIA GROUP INC Consumer Defensive 7,455.0 $536K 0.12% +619.0 +9.1% $71.95 -9.7%
52 T AT&T INC Communication Services 25,818.0 $534K 0.12% +2K +9.9% $20.70 +20.8%
53 NYF ISHARES TR 9,873.0 $532K 0.12% +4K +60.5% $53.90 -2.2%
54 CVX CHEVRON CORPORATION Energy 3,178.0 $527K 0.11% +233.0 +7.9% $165.77 +23.9%
55 QQQM INVESCO EXCH TRADED FD TR II 1,713.0 $519K 0.11% +1K +385.3% $302.97 -2.5%
56 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 537.0 $502K 0.11% +6.0 +1.1% $935.50 +2.9%
57 VYMI VANGUARD WHITEHALL FDS 4,841.0 $475K 0.10% +108.0 +2.3% $98.20 +5.9%
58 AMLP ALPS ETF TR 9,164.0 $475K 0.10% +595.0 +6.9% $51.85 +6.6%
59 AEP AMERICAN ELEC PWR CO INC Utilities 3,470.0 $475K 0.10% +828.0 +31.3% $136.81 -7.5%
60 URI UNITED RENTALS INC Industrials 418.0 $474K 0.10% +11.0 +2.7% $1132.89 -0.9%
Page 3 of 6  ·  110 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Financial Services 26.7%
Healthcare 10.2%
Consumer Cyclical 7.9%
Industrials 6.8%
Communication Services 6.7%
Consumer Defensive 3.8%
Energy 2.4%
Utilities 2.2%
Basic Materials 0.9%