Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 321 | EEM | ISHARES TR | — | 469 | $27K | 0.01% | SOLD |
| 322 | SNA | SNAP ON INC | Industrials | 73 | $27K | 0.01% | SOLD |
| 323 | ARCC | ARES CAPITAL CORP | Financial Services | 1,471 | $27K | 0.01% | SOLD |
| 324 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 195 | $26K | 0.01% | SOLD |
| 325 | PSX | PHILLIPS 66 | Energy | 144 | $26K | 0.01% | SOLD |
| 326 | PFF | ISHARES TR | — | 860 | $26K | 0.01% | SOLD |
| 327 | MP | MP MATERIALS CORP | Basic Materials | 536 | $26K | 0.01% | SOLD |
| 328 | COHR | COHERENT CORP | Technology | 108 | $26K | 0.01% | SOLD |
| 329 | KAI | KADANT INC | Industrials | 88 | $26K | 0.01% | SOLD |
| 330 | DAL | DELTA AIR LINES INC | Industrials | 385 | $26K | 0.01% | SOLD |
| 331 | FAST | FASTENAL CO | Industrials | 550 | $26K | 0.01% | SOLD |
| 332 | CASY | CASEYS GEN STORES INC | Consumer Cyclical | 35 | $25K | 0.01% | SOLD |
| 333 | AIT | APPLIED INDL TECHNOLOGIES IN | Industrials | 96 | $25K | 0.01% | SOLD |
| 334 | XLB | SELECT SECTOR SPDR TR | — | 508 | $25K | 0.01% | SOLD |
| 335 | BND | VANGUARD BD INDEX FDS | — | 344 | $25K | 0.01% | SOLD |
| 336 | HURN | HURON CONSULTING GROUP INC | Industrials | 196 | $25K | 0.01% | SOLD |
| 337 | RBC | RBC BEARINGS INC | Industrials | 46 | $25K | 0.01% | SOLD |
| 338 | VWOB | VANGUARD WHITEHALL FDS | — | 380 | $25K | 0.01% | SOLD |
| 339 | ADI | ANALOG DEVICES INC | Technology | 78 | $25K | 0.01% | SOLD |
| 340 | — | ENTERGY CORP NEW | — | 220 | $25K | 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%