Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | ITA | ISHARES TR | — | 230 | $50K | 0.01% | SOLD |
| 182 | FEOE | RBB FUND TRUST | — | 995 | $50K | 0.01% | SOLD |
| 183 | IXJ | ISHARES TR | — | 536 | $50K | 0.01% | SOLD |
| 184 | ESE | ESCO TECHNOLOGIES INC | Technology | 178 | $50K | 0.01% | SOLD |
| 185 | VIS | VANGUARD WORLD FD | — | 160 | $50K | 0.01% | SOLD |
| 186 | DHS | WISDOMTREE TR | — | 456 | $50K | 0.01% | SOLD |
| 187 | MET | METLIFE INC | Financial Services | 702 | $50K | 0.01% | SOLD |
| 188 | EUFN | ISHARES TR | — | 1,424 | $50K | 0.01% | SOLD |
| 189 | GSK | GSK PLC | Healthcare | 899 | $50K | 0.01% | SOLD |
| 190 | KMI | KINDER MORGAN INC DEL | Energy | 1,460 | $49K | 0.01% | SOLD |
| 191 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 847 | $49K | 0.01% | SOLD |
| 192 | DLR | DIGITAL RLTY TR INC | Real Estate | 269 | $48K | 0.01% | SOLD |
| 193 | IWM | ISHARES TR | — | 195 | $48K | 0.01% | SOLD |
| 194 | LGND | LIGAND PHARMACEUTICALS INC | Healthcare | 241 | $48K | 0.01% | SOLD |
| 195 | STRL | STERLING INFRASTRUCTURE INC | Industrials | 117 | $48K | 0.01% | SOLD |
| 196 | PICK | ISHARES INC | — | 841 | $48K | 0.01% | SOLD |
| 197 | BOND | PIMCO ETF TR | — | 510 | $47K | 0.01% | SOLD |
| 198 | WCN | WASTE CONNECTIONS INC | Industrials | 289 | $47K | 0.01% | SOLD |
| 199 | BIIB | BIOGEN INC | Healthcare | 256 | $47K | 0.01% | SOLD |
| 200 | SITM | SITIME CORP | Technology | 135 | $47K | 0.01% | SOLD |
Sector Allocation
Technology
32.1%
Financial Services
26.8%
Healthcare
10.3%
Consumer Cyclical
8.0%
Industrials
6.9%
Communication Services
6.0%
Consumer Defensive
3.9%
Energy
2.4%
Utilities
2.3%
Basic Materials
1.0%