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Portfolio (Quarterly) Guide ↗

Opal Wealth Advisors, LLC

· CIK 0001844201
13F Portfolio $384M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 206 New
Page 9 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CI THE CIGNA GROUP Healthcare 1,071.0 $295K 0.08% NEW $275.23 +5.8%
162 CME CME GROUP INC Financial Services 1,073.0 $293K 0.08% NEW $273.08 +10.7%
163 MUB ISHARES TR 2,727.0 $292K 0.08% NEW $107.11 -1.1%
164 IEMG ISHARES INC 4,311.0 $290K 0.08% NEW $67.22 +18.9%
165 APOS APOLLO GLOBAL MGMT INC Financial Services 1,958.0 $283K 0.07% NEW $144.76 -82.0%
166 SPGP INVESCO EXCHANGE TRADED FD T 2,487.0 $283K 0.07% NEW $113.86 +3.2%
167 CGMS CAPITAL GRP FIXED INCM ETF T 10,049.0 $278K 0.07% NEW $27.62 -0.7%
168 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 7,111.0 $274K 0.07% NEW $38.48 +0.5%
169 ETN EATON CORP PLC Industrials 846.0 $269K 0.07% NEW $318.51 +16.8%
170 CRM SALESFORCE INC Technology 1,000.0 $265K 0.07% NEW $264.94 -32.3%
171 REGN REGENERON PHARMACEUTICALS Healthcare 343.0 $265K 0.07% NEW $772.06 -18.4%
172 GLD SPDR GOLD TR Financial Services 668.0 $265K 0.07% NEW $396.31 +3.8%
173 BKLN INVESCO EXCH TRADED FD TR II 12,268.0 $258K 0.07% NEW $21.00 -2.4%
174 VYM VANGUARD WHITEHALL FDS 1,782.0 $256K 0.07% NEW $143.52 +9.2%
175 PHM PULTE GROUP INC Consumer Cyclical 2,169.0 $254K 0.07% NEW $117.26 -5.3%
176 VRTX VERTEX PHARMACEUTICALS INC Healthcare 561.0 $254K 0.07% NEW $453.36 -4.2%
177 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,872.0 $244K 0.06% NEW $130.50 -6.2%
178 LHX L3HARRIS TECHNOLOGIES INC Industrials 831.0 $244K 0.06% NEW $293.57 +5.0%
179 VTV VANGUARD INDEX FDS 1,261.0 $241K 0.06% NEW $190.99 +9.1%
180 NRK NUVEEN NEW YORK AMT QLT MUNI Financial Services 23,780.0 $240K 0.06% NEW $10.09 +2.3%
Page 9 of 11  ·  206 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 29.4%
Technology 29.2%
Healthcare 9.4%
Consumer Cyclical 8.6%
Communication Services 7.3%
Industrials 7.0%
Consumer Defensive 3.3%
Energy 2.3%
Utilities 2.2%
Basic Materials 0.9%