Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 381 | DFTX | DEFINIUM THERAPEUTICS INC | Healthcare | 1,101 | $21K | 0.01% | SOLD |
| 382 | SAIA | SAIA INC | Industrials | 59 | $21K | 0.01% | SOLD |
| 383 | TOWN | TOWNEBANK PORTSMOUTH VA | Financial Services | 603 | $20K | 0.01% | SOLD |
| 384 | UPS | UNITED PARCEL SVCS INC | Industrials | 205 | $20K | 0.01% | SOLD |
| 385 | OTTR | OTTER TAIL CORP | Utilities | 230 | $20K | 0.01% | SOLD |
| 386 | VRSK | VERISK ANALYTICS INC | Industrials | 106 | $20K | 0.01% | SOLD |
| 387 | FITB | FIFTH THIRD BANCORP | Financial Services | 432 | $20K | 0.01% | SOLD |
| 388 | LEN | LENNAR CORP | Consumer Cyclical | 231 | $20K | 0.01% | SOLD |
| 389 | IRM | IRON MTN INC DEL | Real Estate | 196 | $20K | 0.01% | SOLD |
| 390 | — | BITFARMS LTD | — | 10,000 | $20K | 0.00% | 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%