Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | VONE | VANGUARD SCOTTSDALE FDS | — | 215 | $63K | 0.01% | SOLD |
| 142 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 310 | $63K | 0.01% | SOLD |
| 143 | CMI | CUMMINS INC | Industrials | 117 | $63K | 0.01% | SOLD |
| 144 | DSMC | ETF SER SOLUTIONS | — | 1,680 | $63K | 0.01% | SOLD |
| 145 | MBSF | VALUED ADVISERS TR | — | 2,457 | $63K | 0.01% | SOLD |
| 146 | AMT | AMERICAN TOWER CORP | Real Estate | 362 | $62K | 0.01% | SOLD |
| 147 | BILS | SPDR SERIES TRUST | — | 625 | $62K | 0.01% | SOLD |
| 148 | — | ETF OPPORTUNITIES TRUST | — | 5,473 | $62K | 0.01% | SOLD |
| 149 | XBI | SPDR SERIES TRUST | — | 478 | $61K | 0.01% | SOLD |
| 150 | EMR | EMERSON ELEC CO | Industrials | 466 | $61K | 0.01% | SOLD |
| 151 | TRV | TRAVELERS COMPANIES INC | Financial Services | 209 | $61K | 0.01% | SOLD |
| 152 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 183 | $61K | 0.01% | SOLD |
| 153 | MPWR | MONOLITHIC PWR SYS INC | Technology | 55 | $60K | 0.01% | SOLD |
| 154 | ITB | ISHARES TR | — | 662 | $60K | 0.01% | SOLD |
| 155 | IAGG | ISHARES TR | — | 1,192 | $60K | 0.01% | SOLD |
| 156 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 2,496 | $59K | 0.01% | SOLD |
| 157 | APH | AMPHENOL CORP | Technology | 470 | $59K | 0.01% | SOLD |
| 158 | QTUM | ETF SER SOLUTIONS | — | 550 | $59K | 0.01% | SOLD |
| 159 | SOXX | ISHARES TR | — | 179 | $59K | 0.01% | SOLD |
| 160 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 358 | $58K | 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%