Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | FERG | FERGUSON ENTERPRISES INC | Industrials | 354 | $83K | 0.02% | SOLD |
| 102 | ARKW | ARK ETF TR | — | 684 | $82K | 0.02% | SOLD |
| 103 | SBUX | STARBUCKS CORP | Consumer Cyclical | 913 | $82K | 0.02% | SOLD |
| 104 | IFRA | ISHARES TR | — | 1,428 | $82K | 0.02% | SOLD |
| 105 | ACGL | ARCH CAP GROUP LTD | Financial Services | 845 | $81K | 0.02% | SOLD |
| 106 | CRWV | COREWEAVE INC | Technology | 1,024 | $79K | 0.02% | SOLD |
| 107 | MLPX | GLOBAL X FDS | — | 1,070 | $79K | 0.02% | SOLD |
| 108 | DE | DEERE & CO | Industrials | 140 | $79K | 0.02% | SOLD |
| 109 | WM | WASTE MGMT INC DEL | Industrials | 343 | $79K | 0.02% | SOLD |
| 110 | GOVT | ISHARES TR | — | 3,428 | $79K | 0.02% | SOLD |
| 111 | NU | NU HLDGS LTD | Financial Services | 5,427 | $78K | 0.02% | SOLD |
| 112 | ZTS | ZOETIS INC | Healthcare | 659 | $78K | 0.02% | SOLD |
| 113 | CNQ | CANADIAN NAT RES LTD MED TER | Energy | 1,579 | $77K | 0.02% | SOLD |
| 114 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 951 | $77K | 0.02% | SOLD |
| 115 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 349 | $76K | 0.02% | SOLD |
| 116 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 267 | $74K | 0.02% | SOLD |
| 117 | EMLP | FIRST TR EXCHANGE-TRADED FD | — | 1,696 | $74K | 0.02% | SOLD |
| 118 | SMH | VANECK ETF TRUST | — | 192 | $74K | 0.02% | SOLD |
| 119 | BUG | GLOBAL X FDS | — | 2,907 | $73K | 0.02% | SOLD |
| 120 | CHTR | CHARTER COMMUNICATIONS INC | Communication Services | 338 | $73K | 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%