Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | — | UNILEVER PLC | — | 1,006 | $57K | 0.01% | SOLD |
| 162 | MOD | MODINE MFG CO | Consumer Cyclical | 264 | $57K | 0.01% | SOLD |
| 163 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 714 | $57K | 0.01% | SOLD |
| 164 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 97 | $57K | 0.01% | SOLD |
| 165 | NXPI | NXP SEMICONDUCTORS N V | Technology | 289 | $57K | 0.01% | SOLD |
| 166 | RGTI | RIGETTI COMPUTING INC | Technology | 4,000 | $56K | 0.01% | SOLD |
| 167 | AME | AMETEK INC | Industrials | 261 | $56K | 0.01% | SOLD |
| 168 | PII | POLARIS INC | Consumer Cyclical | 1,026 | $56K | 0.01% | SOLD |
| 169 | SLYV | SPDR SERIES TRUST | — | 585 | $55K | 0.01% | SOLD |
| 170 | EFX | EQUIFAX INC | Industrials | 302 | $54K | 0.01% | SOLD |
| 171 | A | AGILENT TECHNOLOGIES INC | Healthcare | 475 | $54K | 0.01% | SOLD |
| 172 | QDPL | PACER FDS TR | — | 1,348 | $54K | 0.01% | SOLD |
| 173 | BROS | DUTCH BROS INC | Consumer Cyclical | 1,060 | $54K | 0.01% | SOLD |
| 174 | SLYG | SPDR SERIES TRUST | — | 552 | $53K | 0.01% | SOLD |
| 175 | — | FORTINET INC | — | 650 | $53K | 0.01% | SOLD |
| 176 | APLD | APPLIED DIGITAL CORP | Technology | 2,230 | $53K | 0.01% | SOLD |
| 177 | TEL | TE CONNECTIVITY PLC | Technology | 252 | $53K | 0.01% | SOLD |
| 178 | WFC | WELLS FARGO & CO | Financial Services | 659 | $52K | 0.01% | SOLD |
| 179 | PAYX | PAYCHEX INC | Industrials | 552 | $51K | 0.01% | SOLD |
| 180 | UHAL | U HAUL HOLDING COMPANY | Industrials | 1,058 | $51K | 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%