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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 14 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AMAT APPLIED MATLS INC Technology 342.0 $117K 0.03% NEW $341.46 +25.0%
262 VBK VANGUARD INDEX FDS 386.0 $117K 0.03% NEW $302.25 +12.6%
263 NBB NUVEEN TAXABLE MUNICPAL INM Financial Services 7,429.0 $116K 0.03% NEW $15.66 -0.5%
264 SHOP SHOPIFY INC Technology 972.0 $115K 0.03% -326.0 -25.1% $118.62 -14.8%
265 FEGE RBB FUND TRUST 2,444.0 $115K 0.03% NEW $47.00 +6.4%
266 DHR DANAHER CORP DEL Healthcare 605.0 $115K 0.03% NEW $189.60 -11.9%
267 ES EVERSOURCE ENERGY Utilities 1,653.0 $115K 0.03% NEW $69.28 -0.7%
268 PLTR PALANTIR TECHNOLOGIES INC Technology 781.0 $114K 0.03% NEW $146.28 -7.5%
269 JEPI J P MORGAN EXCHANGE TRADED F 2,007.0 $114K 0.03% NEW $56.68 -0.9%
270 OTIS OTIS WORLDWIDE CORP Industrials 1,468.0 $113K 0.03% NEW $77.08 -8.0%
271 SUSA ISHARES TR 844.0 $111K 0.03% NEW $132.10 +14.0%
272 DDOG DATADOG INC Technology 922.0 $109K 0.03% NEW $118.05 +82.3%
273 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,500.0 $109K 0.03% NEW $72.46 +19.2%
274 BSX BOSTON SCIENTIFIC CORP Healthcare 1,718.0 $108K 0.02% NEW $62.75 -9.7%
275 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 368.0 $107K 0.02% NEW $290.49 -0.4%
276 AMR ALPHA METALLURGICAL RESOUR I Energy 511.0 $105K 0.02% NEW $205.27 -14.9%
277 ORI OLD REP INTL CORP Financial Services 2,614.0 $104K 0.02% NEW $39.90 -0.8%
278 CANADIAN PACIFIC KANSAS CITY 1,311.0 $103K 0.02% NEW $78.66
279 SHEL SHELL PLC Energy 1,098.0 $102K 0.02% NEW $93.00 -4.9%
280 ACWX ISHARES TR 1,477.0 $101K 0.02% -4K -71.2% $68.47 +9.3%
Page 14 of 31  ·  606 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%