Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | WMB | WILLIAMS COS INC | Energy | 1,342 | $98K | 0.02% | SOLD |
| 82 | BAI | BLACKROCK ETF TRUST | — | 2,950 | $97K | 0.02% | SOLD |
| 83 | MBB | ISHARES TR | — | 988 | $94K | 0.02% | SOLD |
| 84 | VIGI | VANGUARD WHITEHALL FDS | — | 1,057 | $94K | 0.02% | SOLD |
| 85 | EPD | ENTERPRISE PRODS PARTNERS L | Energy | 2,447 | $93K | 0.02% | SOLD |
| 86 | IEF | ISHARES TR | — | 945 | $90K | 0.02% | SOLD |
| 87 | FXE | INVESCO CURRENCYSHARES EURO | Financial Services | 842 | $90K | 0.02% | SOLD |
| 88 | CRM | SALESFORCE INC | Technology | 479 | $89K | 0.02% | SOLD |
| 89 | PH | PARKER-HANNIFIN CORP | Industrials | 98 | $88K | 0.02% | SOLD |
| 90 | RNR | RENAISSANCERE HLDGS LTD | Financial Services | 295 | $88K | 0.02% | SOLD |
| 91 | QYLD | GLOBAL X FDS | — | 5,111 | $88K | 0.02% | SOLD |
| 92 | THRO | BLACKROCK ETF TRUST | — | 2,403 | $87K | 0.02% | SOLD |
| 93 | ATO | ATMOS ENERGY CORP | Utilities | 470 | $87K | 0.02% | SOLD |
| 94 | CGBL | CAPITAL GROUP CORE BALANCED | — | 2,516 | $87K | 0.02% | SOLD |
| 95 | PBR | PETROLEO BRASILEIRO S A | Energy | 4,167 | $86K | 0.02% | SOLD |
| 96 | CMCSA | COMCAST CORP NEW | Communication Services | 2,970 | $85K | 0.02% | SOLD |
| 97 | — | ICICI BANK LIMITED | — | 3,280 | $85K | 0.02% | SOLD |
| 98 | BAB | INVESCO EXCH TRADED FD TR II | — | 3,143 | $85K | 0.02% | SOLD |
| 99 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 1,109 | $84K | 0.02% | SOLD |
| 100 | GD | GENERAL DYNAMICS CORP | Industrials | 243 | $83K | 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%