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Portfolio (Quarterly) Guide ↗

Opal Wealth Advisors, LLC

· CIK 0001844201
13F Portfolio $442M AUM 606 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 404 New 80 Added 98 Reduced 4 Exited
Page 3 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MO ALTRIA GROUP INC Consumer Defensive 6,836.0 $451K 0.10% -95.0 -1.4% $65.99 +11.7%
42 FFA FIRST TR ENHANCED EQUITY Financial Services 21,116.0 $431K 0.10% -660.0 -3.0% $20.40 +9.6%
43 QCOM QUALCOMM INC Technology 3,324.0 $428K 0.10% -38.0 -1.1% $128.78 +58.1%
44 WMT WALMART INC Consumer Defensive 3,416.0 $425K 0.10% -3K -43.7% $124.28 +7.3%
45 DSM BNY MELLON STRATEGIC MUN BD Financial Services 69,464.0 $417K 0.09% -12K -14.2% $6.01 -0.7%
46 NSC NORFOLK SOUTHN CORP Industrials 1,454.0 $417K 0.09% -50.0 -3.3% $287.00 +11.5%
47 DUK DUKE ENERGY CORP NEW Utilities 3,180.0 $416K 0.09% -252.0 -7.3% $130.93 -6.2%
48 SCHW SCHWAB CHARLES CORP Financial Services 4,417.0 $415K 0.09% -131.0 -2.9% $93.98 -1.7%
49 NOC NORTHROP GRUMMAN CORP Industrials 594.0 $405K 0.09% -71.0 -10.7% $682.24 -19.4%
50 FCX FREEPORT MCMORAN INC Basic Materials 6,855.0 $403K 0.09% -388.0 -5.4% $58.78 +2.9%
51 PLD PROLOGIS INC. Real Estate 2,992.0 $395K 0.09% -61.0 -2.0% $132.17 +7.7%
52 VLO VALERO ENERGY CORP Energy 1,589.0 $392K 0.09% -342.0 -17.7% $247.01 +4.7%
53 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,170.0 $356K 0.08% -99.0 -7.8% $304.08 +4.6%
54 AEP AMERICAN ELEC PWR CO INC Utilities 2,642.0 $346K 0.08% -470.0 -15.1% $131.08 -1.6%
55 GM GENERAL MTRS CO Consumer Cyclical 4,630.0 $345K 0.08% -376.0 -7.5% $74.50 -1.9%
56 IWF ISHARES TR 804.0 $343K 0.08% -2K -72.1% $426.40 -71.1%
57 IJR ISHARES TR 2,648.0 $329K 0.07% -114.0 -4.1% $124.31 +7.1%
58 NYF ISHARES TR 6,151.0 $327K 0.07% -33K -84.5% $53.12 -0.3%
59 GE GE AEROSPACE Industrials 1,151.0 $327K 0.07% -25.0 -2.1% $283.83 +0.8%
60 EMBX VANECK FDS 6,366.0 $319K 0.07% -723.0 -10.2% $50.11 +1.2%
Page 3 of 5  ·  98 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.8%
Technology 25.9%
Healthcare 10.0%
Industrials 8.4%
Consumer Cyclical 7.7%
Communication Services 6.7%
Energy 4.1%
Consumer Defensive 4.1%
Utilities 3.0%
Basic Materials 1.6%