Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | INGERSOLL RAND INC | — | 2,432 | $195K | 0.04% | SOLD |
| 22 | BIL | SPDR SERIES TRUST | — | 2,076 | $190K | 0.04% | SOLD |
| 23 | PYLD | PIMCO ETF TR | — | 7,252 | $190K | 0.04% | SOLD |
| 24 | MA | MASTERCARD INCORPORATED | Financial Services | 380 | $190K | 0.04% | SOLD |
| 25 | RIGS | ALPS ETF TR | — | 7,995 | $183K | 0.04% | SOLD |
| 26 | BXSL | BLACKSTONE SECD LENDING FD | Financial Services | 7,619 | $180K | 0.04% | SOLD |
| 27 | MKL | MARKEL GROUP INC | Financial Services | 94 | $180K | 0.04% | SOLD |
| 28 | CINF | CINCINNATI FINL CORP | Financial Services | 1,133 | $178K | 0.04% | SOLD |
| 29 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 1,221 | $176K | 0.04% | SOLD |
| 30 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 3,285 | $173K | 0.04% | SOLD |
| 31 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,488 | $172K | 0.04% | SOLD |
| 32 | BJ | BJS WHSL CLUB HLDGS INC | Consumer Defensive | 1,746 | $172K | 0.04% | SOLD |
| 33 | WCLD | WISDOMTREE TR | — | 6,231 | $170K | 0.04% | SOLD |
| 34 | XEL | XCEL ENERGY INC | Utilities | 2,102 | $167K | 0.04% | SOLD |
| 35 | EFV | ISHARES TR | — | 2,195 | $163K | 0.04% | SOLD |
| 36 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 497 | $159K | 0.04% | SOLD |
| 37 | SE | SEA LTD | Consumer Cyclical | 1,917 | $159K | 0.04% | SOLD |
| 38 | CNP | CENTERPOINT ENERGY INC | Utilities | 3,622 | $156K | 0.04% | SOLD |
| 39 | EWJ | ISHARES INC | — | 1,773 | $150K | 0.03% | SOLD |
| 40 | GILD | GILEAD SCIENCES INC | Healthcare | 1,066 | $149K | 0.03% | 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%