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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 7 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VLO VALERO ENERGY CORP Energy 1,589.0 $392K 0.09% -342.0 -17.7% $247.01 +5.9%
122 OXY OCCIDENTAL PETE CORP Energy 5,948.0 $387K 0.09% NEW $65.00 -5.9%
123 CI THE CIGNA GROUP Healthcare 1,414.0 $377K 0.09% +343.0 +32.0% $266.75 +8.9%
124 GDX VANECK ETF TRUST 3,927.0 $360K 0.08% $91.78 -8.4%
125 MRK MERCK & CO INC Healthcare 2,983.0 $359K 0.08% +32.0 +1.1% $120.29 -4.8%
126 UTES ETFIS SER TR I 4,478.0 $358K 0.08% +743.0 +19.9% $79.90 -1.5%
127 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,170.0 $356K 0.08% -99.0 -7.8% $304.08 +3.6%
128 LIN LINDE PLC Basic Materials 714.0 $354K 0.08% +7.0 +1.0% $495.76 +1.9%
129 COP CONOCOPHILLIPS Energy 2,624.0 $346K 0.08% +401.0 +18.0% $132.00 -4.9%
130 AEP AMERICAN ELEC PWR CO INC Utilities 2,642.0 $346K 0.08% -470.0 -15.1% $131.08 -1.0%
131 ETN EATON CORP PLC Industrials 966.0 $346K 0.08% +120.0 +14.2% $357.67 +4.3%
132 GM GENERAL MTRS CO Consumer Cyclical 4,630.0 $345K 0.08% -376.0 -7.5% $74.50 -1.3%
133 IWF ISHARES TR 804.0 $343K 0.08% -2K -72.1% $426.40 -71.1%
134 HTAB HARTFORD FDS EXCHANGE TRADED 17,922.0 $341K 0.08% +350.0 +2.0% $19.00 -0.7%
135 CAH CARDINAL HEALTH INC Healthcare 1,566.0 $331K 0.07% +28.0 +1.8% $211.31 -5.8%
136 IJR ISHARES TR 2,648.0 $329K 0.07% -114.0 -4.1% $124.31 +7.0%
137 NYF ISHARES TR 6,151.0 $327K 0.07% -33K -84.5% $53.12 -0.3%
138 GE GE AEROSPACE Industrials 1,151.0 $327K 0.07% -25.0 -2.1% $283.83 +1.5%
139 UBER UBER TECHNOLOGIES INC Technology 4,494.0 $323K 0.07% +339.0 +8.2% $71.93 +1.1%
140 USO UNITED STS OIL FD LP Financial Services 2,508.0 $319K 0.07% NEW $127.25 +17.4%
Page 7 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%