Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | ADBE | ADOBE INC | Technology | 296 | $72K | 0.02% | SOLD |
| 122 | MRVL | MARVELL TECHNOLOGY INC | Technology | 725 | $72K | 0.02% | SOLD |
| 123 | SAP | SAP SE | Technology | 419 | $72K | 0.02% | SOLD |
| 124 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 17 | $72K | 0.02% | SOLD |
| 125 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 1,224 | $72K | 0.02% | SOLD |
| 126 | SPDW | SPDR INDEX SHS FDS | — | 1,545 | $71K | 0.02% | SOLD |
| 127 | APP | APPLOVIN CORP | Technology | 177 | $70K | 0.02% | SOLD |
| 128 | CB | CHUBB LTD SWITZ | Financial Services | 215 | $70K | 0.02% | SOLD |
| 129 | BLCR | BLACKROCK ETF TRUST | — | 1,702 | $70K | 0.02% | SOLD |
| 130 | CEG | CONSTELLATION ENERGY CORP | Utilities | 250 | $70K | 0.02% | SOLD |
| 131 | ROST | ROSS STORES INC | Consumer Cyclical | 322 | $70K | 0.02% | SOLD |
| 132 | — | BLACKROCK ETF TRUST | — | 2,114 | $69K | 0.02% | SOLD |
| 133 | IGV | ISHARES TR | — | 863 | $69K | 0.02% | SOLD |
| 134 | TEVA | TEVA PHARMACEUTICAL INDS LTD | Healthcare | 2,293 | $69K | 0.02% | SOLD |
| 135 | FXY | INVESCO CURRENCYSHARES | Financial Services | 1,188 | $69K | 0.02% | SOLD |
| 136 | OKE | ONEOK INC NEW | Energy | 754 | $68K | 0.01% | SOLD |
| 137 | MPC | MARATHON PETE CORP | Energy | 278 | $68K | 0.01% | SOLD |
| 138 | — | TOTALENERGIES SE | — | 708 | $64K | 0.01% | SOLD |
| 139 | GLW | CORNING INC | Technology | 472 | $64K | 0.01% | SOLD |
| 140 | ARKK | ARK ETF TR | — | 941 | $64K | 0.01% | 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%