Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | WEC | WEC ENERGY GROUP INC | Utilities | 332 | $38K | 0.01% | SOLD |
| 242 | MTDR | MATADOR RES CO | Energy | 607 | $38K | 0.01% | SOLD |
| 243 | MSCI | MSCI INC | Financial Services | 71 | $38K | 0.01% | SOLD |
| 244 | — | IQVIA HLDGS INC | — | 224 | $38K | 0.01% | SOLD |
| 245 | SRE | SEMPRA | Utilities | 387 | $38K | 0.01% | SOLD |
| 246 | SNOW | SNOWFLAKE INC | Technology | 249 | $38K | 0.01% | SOLD |
| 247 | NDAQ | NASDAQ INC | Financial Services | 442 | $38K | 0.01% | SOLD |
| 248 | PJT | PJT PARTNERS INC | Financial Services | 268 | $37K | 0.01% | SOLD |
| 249 | QXO | QXO INC | Industrials | 1,911 | $37K | 0.01% | SOLD |
| 250 | SNN | SMITH & NEPHEW PLC | Healthcare | 1,156 | $37K | 0.01% | SOLD |
| 251 | CELH | CELSIUS HLDGS INC | Consumer Defensive | 1,029 | $37K | 0.01% | SOLD |
| 252 | IESC | IES HOLDINGS INC | Industrials | 76 | $36K | 0.01% | SOLD |
| 253 | MTSI | MACOM TECH SOLUTIONS HLDGS I | Technology | 163 | $36K | 0.01% | SOLD |
| 254 | PPLT | ABRDN PLATINUM ETF TRUST | Financial Services | 200 | $36K | 0.01% | SOLD |
| 255 | JPC | NUVEEN PFD & INCOME OPPORTUN | Financial Services | 4,700 | $35K | 0.01% | SOLD |
| 256 | ILMN | ILLUMINA INC | Healthcare | 282 | $35K | 0.01% | SOLD |
| 257 | HLN | HALEON PLC | Healthcare | 3,431 | $34K | 0.01% | SOLD |
| 258 | TIP | ISHARES TR | — | 307 | $34K | 0.01% | SOLD |
| 259 | SPMD | SPDR SERIES TRUST | — | 568 | $34K | 0.01% | SOLD |
| 260 | LDUR | PIMCO ETF TR | — | 351 | $34K | 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%