Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | DHR | DANAHER CORP DEL | Healthcare | 605 | $115K | 0.03% | SOLD |
| 62 | ES | EVERSOURCE ENERGY | Utilities | 1,653 | $115K | 0.03% | SOLD |
| 63 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 781 | $114K | 0.03% | SOLD |
| 64 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 2,007 | $114K | 0.03% | SOLD |
| 65 | OTIS | OTIS WORLDWIDE CORP | Industrials | 1,468 | $113K | 0.03% | SOLD |
| 66 | SUSA | ISHARES TR | — | 844 | $111K | 0.03% | SOLD |
| 67 | DDOG | DATADOG INC | Technology | 922 | $109K | 0.03% | SOLD |
| 68 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 1,500 | $109K | 0.03% | SOLD |
| 69 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 1,718 | $108K | 0.02% | SOLD |
| 70 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 368 | $107K | 0.02% | SOLD |
| 71 | AMR | ALPHA METALLURGICAL RESOUR I | Energy | 511 | $105K | 0.02% | SOLD |
| 72 | ORI | OLD REP INTL CORP | Financial Services | 2,614 | $104K | 0.02% | SOLD |
| 73 | — | CANADIAN PACIFIC KANSAS CITY | — | 1,311 | $103K | 0.02% | SOLD |
| 74 | SHEL | SHELL PLC | Energy | 1,098 | $102K | 0.02% | SOLD |
| 75 | ACWX | ISHARES TR | — | 1,477 | $101K | 0.02% | SOLD |
| 76 | QBTS | D-WAVE QUANTUM INC | Technology | 7,000 | $101K | 0.02% | SOLD |
| 77 | BBN | BLACKROCK TAX MUNICPAL BD TR | Financial Services | 6,230 | $101K | 0.02% | SOLD |
| 78 | TLH | ISHARES TR | — | 993 | $100K | 0.02% | SOLD |
| 79 | OVV | OVINTIV INC | Energy | 1,670 | $99K | 0.02% | SOLD |
| 80 | UBS | UBS GROUP AG | Financial Services | 2,506 | $98K | 0.02% | 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%