Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 341 | LPLA | LPL FINL HLDGS INC | Financial Services | 82 | $25K | 0.01% | SOLD |
| 342 | EQIX | EQUINIX INC | Real Estate | 25 | $25K | 0.01% | SOLD |
| 343 | SEMI | COLUMBIA ETF TR I | — | 833 | $24K | 0.01% | SOLD |
| 344 | PCAR | PACCAR INC | Industrials | 208 | $24K | 0.01% | SOLD |
| 345 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 1,500 | $24K | 0.01% | SOLD |
| 346 | PHYS | SPROTT ASSET MANAGEMENT LP | Financial Services | 672 | $24K | 0.01% | SOLD |
| 347 | LMAT | LEMAITRE VASCULAR INC | Healthcare | 217 | $24K | 0.01% | SOLD |
| 348 | ACLS | AXCELIS TECHNOLOGIES INC | Technology | 254 | $24K | 0.01% | SOLD |
| 349 | SONY | SONY GROUP CORP | Technology | 1,139 | $24K | 0.01% | SOLD |
| 350 | EFA | ISHARES TR | — | 241 | $23K | 0.01% | SOLD |
| 351 | ALB | ALBEMARLE CORP | Basic Materials | 130 | $23K | 0.01% | SOLD |
| 352 | TFC | TRUIST FINL CORP | Financial Services | 508 | $23K | 0.01% | SOLD |
| 353 | VMC | VULCAN MATLS CO | Basic Materials | 85 | $23K | 0.01% | SOLD |
| 354 | FISV | FISERV INC | Technology | 408 | $23K | 0.01% | SOLD |
| 355 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 80 | $23K | 0.01% | SOLD |
| 356 | FNF | FIDELITY NATL FINL INC | Financial Services | 487 | $23K | 0.01% | SOLD |
| 357 | BNDX | VANGUARD CHARLOTTE FDS | — | 470 | $23K | 0.01% | SOLD |
| 358 | BOOT | BOOT BARN HLDGS INC | Consumer Cyclical | 154 | $23K | 0.01% | SOLD |
| 359 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 244 | $23K | 0.01% | SOLD |
| 360 | PSNL | PERSONALIS INC | Healthcare | 3,500 | $22K | 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%