Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 361 | SXI | STANDEX INTL CORP | Industrials | 87 | $22K | 0.01% | SOLD |
| 362 | ACIW | ACI WORLDWIDE INC | Technology | 539 | $22K | 0.01% | SOLD |
| 363 | SR | SPIRE INC | Utilities | 244 | $22K | 0.01% | SOLD |
| 364 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 75 | $22K | 0.01% | SOLD |
| 365 | HSBC | HSBC HLDGS PLC | Financial Services | 265 | $22K | 0.01% | SOLD |
| 366 | CGMU | CAPITAL GRP FIXED INCM ETF T | — | 805 | $22K | 0.01% | SOLD |
| 367 | NCLH | NORWEGIAN CRUISE LINE HLDGS | Consumer Cyclical | 1,166 | $22K | 0.01% | SOLD |
| 368 | TUSI | TOUCHSTONE ETF TRUST | — | 861 | $22K | 0.01% | SOLD |
| 369 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 94 | $22K | 0.01% | SOLD |
| 370 | SNDK | SANDISK CORP | Technology | 34 | $22K | 0.01% | SOLD |
| 371 | SLB | SLB LIMITED | Energy | 419 | $22K | 0.01% | SOLD |
| 372 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 964 | $21K | 0.01% | SOLD |
| 373 | VNT | VONTIER CORPORATION | Technology | 602 | $21K | 0.01% | SOLD |
| 374 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 360 | $21K | 0.01% | SOLD |
| 375 | BLOK | AMPLIFY ETF TR | — | 425 | $21K | 0.01% | SOLD |
| 376 | CTAS | CINTAS CORP | Industrials | 125 | $21K | 0.01% | SOLD |
| 377 | VSEC | VSE CORP | Industrials | 114 | $21K | 0.01% | SOLD |
| 378 | CSL | CARLISLE COS INC | Industrials | 63 | $21K | 0.01% | SOLD |
| 379 | GDXJ | VANECK ETF TRUST | — | 175 | $21K | 0.01% | SOLD |
| 380 | ETHV | VANECK ETHEREUM TR | Financial Services | 683 | $21K | 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%