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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 23 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 EA ELECTRONIC ARTS INC Communication Services 201.0 $41K 0.01% NEW $203.87 -1.4%
442 DOCN DIGITALOCEAN HLDGS INC Technology 476.0 $41K 0.01% NEW $85.78 +71.9%
443 ACN ACCENTURE PLC IRELAND Technology 205.0 $41K 0.01% -541.0 -72.5% $198.29 -10.8%
444 CCI CROWN CASTLE INC Real Estate 498.0 $40K 0.01% NEW $81.31 +13.6%
445 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 147.0 $40K 0.01% NEW $275.18 -8.2%
446 MLI MUELLER INDS INC Industrials 364.0 $40K 0.01% NEW $110.80 +22.9%
447 GDDY GODADDY INC Technology 485.0 $40K 0.01% NEW $82.67 +10.5%
448 ARES ARES MANAGEMENT CORPORATION Financial Services 367.0 $40K 0.01% NEW $109.10 +11.0%
449 IDA IDACORP INC Utilities 280.0 $40K 0.01% NEW $142.97 -1.6%
450 USB US BANCORP Financial Services 763.0 $40K 0.01% NEW $52.04 +2.7%
451 PRF INVESCO EXCHANGE TRADED FD T 826.0 $39K 0.01% NEW $47.53 +9.7%
452 MFC MANULIFE FINL CORP Financial Services 1,135.0 $39K 0.01% NEW $34.44 +11.0%
453 SLV ISHARES SILVER TR Financial Services 570.0 $39K 0.01% NEW $68.14 -1.8%
454 ECL ECOLAB INC Basic Materials 146.0 $39K 0.01% NEW $266.02 -6.3%
455 WTFC WINTRUST FINL CORP Financial Services 277.0 $38K 0.01% NEW $138.94 +5.7%
456 WEC WEC ENERGY GROUP INC Utilities 332.0 $38K 0.01% NEW $115.77 -5.4%
457 MTDR MATADOR RES CO Energy 607.0 $38K 0.01% NEW $63.18 -3.8%
458 MSCI MSCI INC Financial Services 71.0 $38K 0.01% NEW $539.01 +4.2%
459 IQVIA HLDGS INC 224.0 $38K 0.01% NEW $170.54
460 SRE SEMPRA Utilities 387.0 $38K 0.01% NEW $97.17 -7.1%
Page 23 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%