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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 1 of 20  ·  390 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 2,311 $522K 0.12% SOLD
2 BLK BLACKROCK INC Financial Services 416 $400K 0.09% SOLD
3 OXY OCCIDENTAL PETE CORP Energy 5,948 $387K 0.09% SOLD
4 USO UNITED STS OIL FD LP Financial Services 2,508 $319K 0.07% SOLD
5 JCI JOHNSON CONTROLS INTERNATION Industrials 2,417 $317K 0.07% SOLD
6 CME CME GROUP INC Financial Services 983 $290K 0.07% SOLD
7 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 7,111 $266K 0.06% SOLD
8 BKLN INVESCO EXCH TRADED FD TR II 12,227 $250K 0.06% SOLD
9 PPL PPL CORP Utilities 6,509 $249K 0.06% SOLD
10 KR KROGER CO Consumer Defensive 3,405 $246K 0.06% SOLD
11 DVN DEVON ENERGY CORP NEW Energy 4,865 $245K 0.06% SOLD
12 ENB ENBRIDGE INC Energy 4,421 $239K 0.05% SOLD
13 INTU INTUIT Technology 536 $232K 0.05% SOLD
14 SNY SANOFI SA Healthcare 4,619 $223K 0.05% SOLD
15 MRSH MARSH & MCLENNAN COS INC Financial Services 1,239 $215K 0.05% SOLD
16 AIG AMERICAN INTL GROUP INC Financial Services 2,839 $214K 0.05% SOLD
17 QUAL ISHARES TR 1,112 $213K 0.05% SOLD
18 TMUS T-MOBILE US INC Communication Services 972 $204K 0.05% SOLD
19 BP BP PLC Energy 4,253 $200K 0.04% SOLD
20 LMT LOCKHEED MARTIN CORP Industrials 327 $198K 0.04% SOLD
Page 1 of 20  ·  390 positions
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%