Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | MS | MORGAN STANLEY | Financial Services | 258 | $42K | 0.01% | SOLD |
| 222 | VCSH | VANGUARD SCOTTSDALE FDS | — | 533 | $42K | 0.01% | SOLD |
| 223 | MGY | MAGNOLIA OIL & GAS CORP | Energy | 1,310 | $41K | 0.01% | SOLD |
| 224 | TT | TRANE TECHNOLOGIES PLC | Industrials | 99 | $41K | 0.01% | SOLD |
| 225 | DGRW | WISDOMTREE TR | — | 467 | $41K | 0.01% | SOLD |
| 226 | EA | ELECTRONIC ARTS INC | Communication Services | 201 | $41K | 0.01% | SOLD |
| 227 | DOCN | DIGITALOCEAN HLDGS INC | Technology | 476 | $41K | 0.01% | SOLD |
| 228 | ACN | ACCENTURE PLC IRELAND | Technology | 205 | $41K | 0.01% | SOLD |
| 229 | CCI | CROWN CASTLE INC | Real Estate | 498 | $40K | 0.01% | SOLD |
| 230 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 147 | $40K | 0.01% | SOLD |
| 231 | MLI | MUELLER INDS INC | Industrials | 364 | $40K | 0.01% | SOLD |
| 232 | GDDY | GODADDY INC | Technology | 485 | $40K | 0.01% | SOLD |
| 233 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 367 | $40K | 0.01% | SOLD |
| 234 | IDA | IDACORP INC | Utilities | 280 | $40K | 0.01% | SOLD |
| 235 | USB | US BANCORP | Financial Services | 763 | $40K | 0.01% | SOLD |
| 236 | PRF | INVESCO EXCHANGE TRADED FD T | — | 826 | $39K | 0.01% | SOLD |
| 237 | MFC | MANULIFE FINL CORP | Financial Services | 1,135 | $39K | 0.01% | SOLD |
| 238 | SLV | ISHARES SILVER TR | Financial Services | 570 | $39K | 0.01% | SOLD |
| 239 | ECL | ECOLAB INC | Basic Materials | 146 | $39K | 0.01% | SOLD |
| 240 | WTFC | WINTRUST FINL CORP | Financial Services | 277 | $38K | 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%