Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | TJX | TJX COS INC NEW | Consumer Cyclical | 912 | $146K | 0.03% | SOLD |
| 42 | BN | BROOKFIELD CORP | Financial Services | 3,569 | $144K | 0.03% | SOLD |
| 43 | IAU | ISHARES GOLD TR | Financial Services | 1,615 | $142K | 0.03% | SOLD |
| 44 | WELL | WELLTOWER INC | Real Estate | 704 | $139K | 0.03% | SOLD |
| 45 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 280 | $136K | 0.03% | SOLD |
| 46 | SNPS | SYNOPSYS INC | Technology | 333 | $132K | 0.03% | SOLD |
| 47 | VNQ | VANGUARD INDEX FDS | — | 1,482 | $131K | 0.03% | SOLD |
| 48 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 4,045 | $129K | 0.03% | SOLD |
| 49 | WDC | WESTERN DIGITAL CORP | Technology | 469 | $127K | 0.03% | SOLD |
| 50 | QYLG | GLOBAL X FDS | — | 4,833 | $125K | 0.03% | SOLD |
| 51 | VST | VISTRA CORP | Utilities | 832 | $125K | 0.03% | SOLD |
| 52 | NVO | NOVO-NORDISK A S | Healthcare | 3,397 | $125K | 0.03% | SOLD |
| 53 | AON | AON PLC | Financial Services | 384 | $124K | 0.03% | SOLD |
| 54 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 2,031 | $123K | 0.03% | SOLD |
| 55 | FNV | FRANCO NEV CORP | Basic Materials | 487 | $120K | 0.03% | SOLD |
| 56 | MDT | MEDTRONIC PLC | Healthcare | 1,382 | $120K | 0.03% | SOLD |
| 57 | VBK | VANGUARD INDEX FDS | — | 386 | $117K | 0.03% | SOLD |
| 58 | NBB | NUVEEN TAXABLE MUNICPAL INM | Financial Services | 7,429 | $116K | 0.03% | SOLD |
| 59 | SHOP | SHOPIFY INC | Technology | 972 | $115K | 0.03% | SOLD |
| 60 | FEGE | RBB FUND TRUST | — | 2,444 | $115K | 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%