Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | COPX | GLOBAL X FDS | — | 610 | $47K | 0.01% | SOLD |
| 202 | BDX | BECTON DICKINSON & CO | Healthcare | 296 | $47K | 0.01% | SOLD |
| 203 | CSX | CSX CORP | Industrials | 1,133 | $47K | 0.01% | SOLD |
| 204 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 223 | $46K | 0.01% | SOLD |
| 205 | REMX | VANECK ETF TRUST | — | 525 | $46K | 0.01% | SOLD |
| 206 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 1,533 | $46K | 0.01% | SOLD |
| 207 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 168 | $46K | 0.01% | SOLD |
| 208 | SO | SOUTHERN CO | Utilities | 470 | $45K | 0.01% | SOLD |
| 209 | BK | BANK NEW YORK MELLON CORP | Financial Services | 381 | $45K | 0.01% | SOLD |
| 210 | KKR | KKR & CO INC | Financial Services | 488 | $45K | 0.01% | SOLD |
| 211 | SPTI | SPDR SERIES TRUST | — | 1,575 | $45K | 0.01% | SOLD |
| 212 | BINC | BLACKROCK ETF TRUST II | — | 865 | $45K | 0.01% | SOLD |
| 213 | ENSG | ENSIGN GROUP INC | Healthcare | 222 | $45K | 0.01% | SOLD |
| 214 | ADSK | AUTODESK INC | Technology | 186 | $45K | 0.01% | SOLD |
| 215 | TPR | TAPESTRY INC | Consumer Cyclical | 314 | $44K | 0.01% | SOLD |
| 216 | MSTR | STRATEGY INC | Technology | 355 | $44K | 0.01% | SOLD |
| 217 | WTM | WHITE MTNS INS GROUP LTD | Financial Services | 20 | $44K | 0.01% | SOLD |
| 218 | NPO | ENPRO INC | Industrials | 172 | $43K | 0.01% | SOLD |
| 219 | VCIT | VANGUARD SCOTTSDALE FDS | — | 517 | $43K | 0.01% | SOLD |
| 220 | DCI | DONALDSON INC | Industrials | 501 | $43K | 0.01% | SOLD |
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%