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Portfolio (Quarterly) Guide ↗

Opal Wealth Advisors, LLC

· CIK 0001844201
13F Portfolio $463M AUM 224 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 110 Added 76 Reduced 390 Exited
Page 11 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LHX L3HARRIS TECHNOLOGIES INC Industrials 788.0 $229K 0.05% -33.0 -4.0% $290.59 -3.8%
202 ABT ABBOTT LABORATORIES Healthcare 2,481.0 $225K 0.05% -60.0 -2.4% $90.74 +24.2%
203 NEBIUS GROUP N.V. 798.0 $220K 0.05% +16.0 +2.0% $276.17
204 HSY HERSHEY CO Consumer Defensive 1,242.0 $218K 0.05% +647.0 +108.7% $175.45 +4.6%
205 DSTL ETF SER SOLUTIONS 3,599.0 $216K 0.05% +21.0 +0.6% $59.90 +13.6%
206 REGN REGENERON PHARMACEUTICALS Healthcare 340.0 $212K 0.05% -14.0 -4.0% $623.76 +29.9%
207 MCD MCDONALDS CORP Consumer Cyclical 780.0 $211K 0.05% +488.0 +167.1% $270.31 -1.2%
208 ABNB AIRBNB INC Consumer Cyclical 1,452.0 $208K 0.04% -205.0 -12.4% $143.10 +28.1%
209 ISCG ISHARES TR 3,146.0 $206K 0.04% $65.54 -0.8%
210 CGHM CAPITAL GRP FIXED INCM ETF T 7,882.0 $204K 0.04% +74.0 +0.9% $25.85 -1.9%
211 VIG VANGUARD SPECIALIZED FUNDS 861.0 $204K 0.04% +500.0 +138.5% $236.62 +3.3%
212 PWB INVESCO EXCHANGE TRADED FD T 1,201.0 $202K 0.04% +728.0 +153.9% $168.46 -5.7%
213 EXC EXELON CORP Utilities 4,322.0 $201K 0.04% -152.0 -3.4% $46.62 -2.8%
214 NAN NUVEEN NY DIVI ADV Financial Services 12,704.0 $149K 0.03% +140.0 +1.1% $11.73 -5.6%
215 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 10,346.0 $148K 0.03% $14.31 -0.8%
216 DRTS ALPHA TAU MEDICAL LTD Healthcare 10,000.0 $126K 0.03% $12.58 +13.4%
217 QS QUANTUMSCAPE CORP Consumer Cyclical 11,875.0 $90K 0.02% $7.56 -23.8%
218 LYG LLOYDS BANKING GROUP PLC Financial Services 14,139.0 $82K 0.02% -413.0 -2.8% $5.83 +3.9%
219 SOUN SOUNDHOUND AI INC Technology 10,000.0 $65K 0.01% $6.47 +8.0%
220 KEEL KEEL INFRASTRUCTURE CORP Technology 10,000.0 $57K 0.01% NEW $5.74 -44.9%
Page 11 of 12  ·  224 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
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%