Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | FN | FABRINET | Technology | 64 | $33K | 0.01% | SOLD |
| 262 | VXUS | VANGUARD STAR FDS | — | 432 | $33K | 0.01% | SOLD |
| 263 | INVH | INVITATION HOMES INC | Real Estate | 1,320 | $33K | 0.01% | SOLD |
| 264 | DAPP | VANECK ETF TRUST | — | 2,192 | $33K | 0.01% | SOLD |
| 265 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 681 | $32K | 0.01% | SOLD |
| 266 | FSS | FEDERAL SIGNAL CORP | Industrials | 299 | $32K | 0.01% | SOLD |
| 267 | CDW | CDW CORP | Technology | 267 | $32K | 0.01% | SOLD |
| 268 | WSBC | WESBANCO INC | Financial Services | 935 | $32K | 0.01% | SOLD |
| 269 | PLMR | PALOMAR HLDGS INC | Financial Services | 266 | $32K | 0.01% | SOLD |
| 270 | HFXI | NEW YORK LIFE INVESTMENTS ET | — | 946 | $32K | 0.01% | SOLD |
| 271 | KRG | KITE REALTY GROUP TRUST | Real Estate | 1,290 | $32K | 0.01% | SOLD |
| 272 | WST | WEST PHARMACEUTICAL SVSC INC | Healthcare | 126 | $32K | 0.01% | SOLD |
| 273 | SBCF | SEACOAST BKG CORP FLA | Financial Services | 1,040 | $32K | 0.01% | SOLD |
| 274 | GBDC | GOLUB CAP BDC INC | Financial Services | 2,475 | $31K | 0.01% | SOLD |
| 275 | STE | STERIS PLC | Healthcare | 140 | $31K | 0.01% | SOLD |
| 276 | CHRW | C H ROBINSON WORLDWIDE IN | Industrials | 186 | $31K | 0.01% | SOLD |
| 277 | TRMB | TRIMBLE INC | Technology | 472 | $31K | 0.01% | SOLD |
| 278 | VLTO | VERALTO CORP | Industrials | 346 | $31K | 0.01% | SOLD |
| 279 | BDC | BELDEN INC | Technology | 266 | $31K | 0.01% | SOLD |
| 280 | SIMO | SILICON MOTION TECHNOLOGY CO | Technology | 272 | $31K | 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%