Sponsored
The Analysis of Opulen Financial Group LLC's Holdings & P&L
Currently, Opulen Financial Group LLC holds 116 types of securities in its portfolio with a total value $159.0M. In the most recent quarter, they have increased their positions in VO (+19.1K shares, valued at $1.5M), VUG (+10.0K shares, valued at $864.7K), MU (+379 shares, valued at $437.5K); decreased their positions in AMZN (-3.4K shares, valued at $802.7K), CNRG (-946 shares, valued at $107.0K), BILS (-710 shares, valued at $70.6K); initiated new positions in MU (+379 shares, valued at $437.5K), INTC (+1.6K shares, valued at $229.4K), RWJ (+3.8K shares, valued at $228.5K).
1M P&L
+741.6K+0.56%
3M P&L
+5.2M+4.04%
HY P&L
-506.1K-0.38%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A117.6M
89.9%
2Internet Retail4.3M
3.3%
3Semiconductors3.1M
2.4%
Top Industries by Stock Count
1N/A92 stocks
86.0%
2Semiconductors4 stocks
3.7%
3Internet Content & Information2 stocks
1.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
Sponsored
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SCHD
0.40%SCHWAB STRATEGIC TR
Shares567.8K
Event2026-06-30
Filed2026-07-27
STATE STR SPDR S&P 500 ETF T
1.12%STATE STR SPDR S&P 500 ETF T
Shares23.8K
Event2026-06-30
Filed2026-07-27
IQLT
1.19%ISHARES TR
Shares188.1K
Event2026-06-30
Filed2026-07-27
ISHARES TR
0.22%ISHARES TR
Shares8.7K
Event2026-06-30
Filed2026-07-27
VXF
0.90%VANGUARD INDEX FDS
Shares20.7K
Event2026-06-30
Filed2026-07-27
VOO
-1.41%VANGUARD INDEX FDS
Shares6.6K
Event2026-06-30
Filed2026-07-27
AMZN
-15.82%AMAZON COM INC
Shares17.9K
Event2026-06-30
Filed2026-07-27
BSCU
1.41%INVESCO EXCH TRD SLF IDX FD
Shares209.4K
Event2026-06-30
Filed2026-07-27
VBR
1.93%VANGUARD INDEX FDS
Shares14.1K
Event2026-06-30
Filed2026-07-27
BSCT
0.64%INVESCO EXCH TRD SLF IDX FD
Shares175.0K
Event2026-06-30
Filed2026-07-27
QQQ
0.44%INVESCO QQQ TR
Shares4.4K
Event2026-06-30
Filed2026-07-27
BSCV
3.79%INVESCO EXCH TRD SLF IDX FD
Shares193.0K
Event2026-06-30
Filed2026-07-27
BSCS
1.10%INVESCO EXCH TRD SLF IDX FD
Shares146.2K
Event2026-06-30
Filed2026-07-27
BSCW
2.19%INVESCO EXCH TRD SLF IDX FD
Shares131.6K
Event2026-06-30
Filed2026-07-27
VBK
1.05%VANGUARD INDEX FDS
Shares7.2K
Event2026-06-30
Filed2026-07-27
BSCR
2.40%INVESCO EXCH TRD SLF IDX FD
Shares126.3K
Event2026-06-30
Filed2026-07-27
BSCQ
-0.44%INVESCO EXCH TRD SLF IDX FD
Shares119.8K
Event2026-06-30
Filed2026-07-27
VB
1.85%VANGUARD INDEX FDS
Shares7.3K
Event2026-06-30
Filed2026-07-27
DFAX
22.38%DIMENSIONAL ETF TRUST
Shares57.8K
Event2026-06-30
Filed2026-07-27
VO
300.08%VANGUARD INDEX FDS
Shares25.5K
Event2026-06-30
Filed2026-07-27
NVDA
7.72%NVIDIA CORPORATION
Shares8.7K
Event2026-06-30
Filed2026-07-27
QQQM
0.05%INVESCO EXCH TRADED FD TR II
Shares5.5K
Event2026-06-30
Filed2026-07-27
AAPL
8.66%APPLE INC
Shares5.6K
Event2026-06-30
Filed2026-07-27
BSCX
6.05%INVESCO EXCH TRD SLF IDX FD
Shares77.2K
Event2026-06-30
Filed2026-07-27
QUAL
1.49%ISHARES TR
Shares7.1K
Event2026-06-30
Filed2026-07-27
DGRO
0.50%ISHARES TR
Shares20.1K
Event2026-06-30
Filed2026-07-27
VANGUARD INDEX FDS
6.43%VANGUARD INDEX FDS
Shares3.8K
Event2026-06-30
Filed2026-07-27
RSP
0.92%INVESCO EXCHANGE TRADED FD T
Shares6.5K
Event2026-06-30
Filed2026-07-27
SCHK
6.16%SCHWAB STRATEGIC TR
Shares34.7K
Event2026-06-30
Filed2026-07-27
XMHQ
2.59%INVESCO EXCHANGE TRADED FD T
Shares10.5K
Event2026-06-30
Filed2026-07-27
IJR
-1.68%ISHARES TR
Shares7.5K
Event2026-06-30
Filed2026-07-27
DFSU
1.66%DIMENSIONAL ETF TRUST
Shares23.1K
Event2026-06-30
Filed2026-07-27
VUG
500.45%VANGUARD INDEX FDS
Shares12.0K
Event2026-06-30
Filed2026-07-27
SPSM
0.70%SPDR SERIES TRUST
Shares17.1K
Event2026-06-30
Filed2026-07-27
VEA
9.64%VANGUARD TAX-MANAGED FDS
Shares13.5K
Event2026-06-30
Filed2026-07-27
SRLN
-1.26%SSGA ACTIVE ETF TR
Shares23.7K
Event2026-06-30
Filed2026-07-27
MDY
0.22%STATE STR SPDR S&P MIDCAP 40
Shares1.4K
Event2026-06-30
Filed2026-07-27
MSFT
14.51%MICROSOFT CORP
Shares2.6K
Event2026-06-30
Filed2026-07-27
IMCB
-0.09%ISHARES TR
Shares9.2K
Event2026-06-30
Filed2026-07-27
VEU
0.41%VANGUARD INTL EQUITY INDEX F
Shares10.2K
Event2026-06-30
Filed2026-07-27
SPAB
0.75%SPDR SERIES TRUST
Shares31.5K
Event2026-06-30
Filed2026-07-27
BND
2.32%VANGUARD BD INDEX FDS
Shares10.5K
Event2026-06-30
Filed2026-07-27
SJNK
1.76%SPDR SERIES TRUST
Shares30.6K
Event2026-06-30
Filed2026-07-27
DFEM
14.57%DIMENSIONAL ETF TRUST
Shares18.6K
Event2026-06-30
Filed2026-07-27
XSOE
-4.82%WISDOMTREE TR
Shares14.6K
Event2026-06-30
Filed2026-07-27
EFIV
13.07%SPDR SERIES TRUST
Shares9.8K
Event2026-06-30
Filed2026-07-27
VLU
0.40%SPDR SERIES TRUST
Shares3.0K
Event2026-06-30
Filed2026-07-27
DFIC
1.23%DIMENSIONAL ETF TRUST
Shares19.0K
Event2026-06-30
Filed2026-07-27
CNRG
-13.16%SPDR SERIES TRUST
Shares6.2K
Event2026-06-30
Filed2026-07-27
AMD
1.09%ADVANCED MICRO DEVICES INC
Shares1.2K
Event2026-06-30
Filed2026-07-27
SPDR SERIES TRUST
3.18%SPDR SERIES TRUST
Shares7.8K
Event2026-06-30
Filed2026-07-27
DFAS
2.47%DIMENSIONAL ETF TRUST
Shares8.2K
Event2026-06-30
Filed2026-07-27
GOOG
25.18%ALPHABET INC
Shares1.9K
Event2026-06-30
Filed2026-07-27
SUSA
0.14%ISHARES TR
Shares4.3K
Event2026-06-30
Filed2026-07-27
BSCZ
17.93%INVESCO EXCH TRD SLF IDX FD
Shares31.8K
Event2026-06-30
Filed2026-07-27
QUS
0.53%SPDR SERIES TRUST
Shares3.4K
Event2026-06-30
Filed2026-07-27
FPE
-0.97%FIRST TR EXCH TRADED FD III
Shares33.5K
Event2026-06-30
Filed2026-07-27
GOOGL
4.42%ALPHABET INC
Shares1.7K
Event2026-06-30
Filed2026-07-27
BROADCOM INC
13.59%BROADCOM INC
Shares1.6K
Event2026-06-30
Filed2026-07-27
XLK
0.13%SELECT SECTOR SPDR TR
Shares3.0K
Event2026-06-30
Filed2026-07-27
TSLA
6.60%TESLA INC
Shares1.4K
Event2026-06-30
Filed2026-07-27
BILS
-10.96%SPDR SERIES TRUST
Shares5.8K
Event2026-06-30
Filed2026-07-27
VTV
2.03%VANGUARD INDEX FDS
Shares2.5K
Event2026-06-30
Filed2026-07-27
SPMD
0.54%SPDR SERIES TRUST
Shares7.8K
Event2026-06-30
Filed2026-07-27
VNQ
1.79%VANGUARD INDEX FDS
Shares5.5K
Event2026-06-30
Filed2026-07-27
SCHB
32.17%SCHWAB STRATEGIC TR
Shares18.2K
Event2026-06-30
Filed2026-07-27
META PLATFORMS INC
15.69%META PLATFORMS INC
Shares929
Event2026-06-30
Filed2026-07-27
BSCY
26.99%INVESCO EXCH TRD SLF IDX FD
Shares24.8K
Event2026-06-30
Filed2026-07-27
USMV
0.14%ISHARES TR
Shares5.1K
Event2026-06-30
Filed2026-07-27
IDEV
1.52%ISHARES TR
Shares5.3K
Event2026-06-30
Filed2026-07-27
ISCB
0.29%ISHARES TR
Shares6.2K
Event2026-06-30
Filed2026-07-27
IGRO
1.36%ISHARES TR
Shares5.2K
Event2026-06-30
Filed2026-07-27
MU
NewMICRON TECHNOLOGY INC
Shares379
Event2026-06-30
Filed2026-07-27
ESGD
9.90%ISHARES TR
Shares4.0K
Event2026-06-30
Filed2026-07-27
SPGP
0.24%INVESCO EXCHANGE TRADED FD T
Shares3.4K
Event2026-06-30
Filed2026-07-27
KOMP
-4.95%SPDR SERIES TRUST
Shares5.7K
Event2026-06-30
Filed2026-07-27
ESML
0.21%ISHARES TR
Shares7.2K
Event2026-06-30
Filed2026-07-27
MYCF
1.07%SSGA ACTIVE TR
Shares16.1K
Event2026-06-30
Filed2026-07-27
EAGG
2.86%ISHARES TR
Shares8.4K
Event2026-06-30
Filed2026-07-27
JPMORGAN CHASE & CO
15.63%JPMORGAN CHASE & CO
Shares1.1K
Event2026-06-30
Filed2026-07-27
IWF
300.13%ISHARES TR
Shares3.0K
Event2026-06-30
Filed2026-07-27
QEFA
1.55%SPDR INDEX SHS FDS
Shares3.8K
Event2026-06-30
Filed2026-07-27
XITK
-13.74%SPDR SERIES TRUST
Shares1.8K
Event2026-06-30
Filed2026-07-27
SMMV
0.35%ISHARES TR
Shares7.5K
Event2026-06-30
Filed2026-07-27
VIOO
-1.52%VANGUARD ADMIRAL FDS INC
Shares2.5K
Event2026-06-30
Filed2026-07-27
MTUM
0.11%ISHARES TR
Shares950
Event2026-06-30
Filed2026-07-27
LLY
16.14%ELI LILLY & CO
Shares259
Event2026-06-30
Filed2026-07-27
ETN
1.68%EATON CORP PLC
Shares726
Event2026-06-30
Filed2026-07-27
ACWX
3.19%ISHARES TR
Shares4.0K
Event2026-06-30
Filed2026-07-27
BSMQ
0.68%INVESCO EXCH TRD SLF IDX FD
Shares12.9K
Event2026-06-30
Filed2026-07-27
ICF
0.37%ISHARES TR
Shares4.4K
Event2026-06-30
Filed2026-07-27
FLRN
0.84%SPDR SERIES TRUST
Shares9.5K
Event2026-06-30
Filed2026-07-27
BRK.B
14.55%BERKSHIRE HATHAWAY INC DEL
Shares567
Event2026-06-30
Filed2026-07-27
IVOO
0.24%VANGUARD ADMIRAL FDS INC
Shares2.1K
Event2026-06-30
Filed2026-07-27
DFUS
1.11%DIMENSIONAL ETF TRUST
Shares3.3K
Event2026-06-30
Filed2026-07-27
ISCG
0.15%ISHARES TR
Shares4.0K
Event2026-06-30
Filed2026-07-27
VXUS
0.96%VANGUARD STAR FDS
Shares3.0K
Event2026-06-30
Filed2026-07-27
EFA
1.56%ISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-27
BSSX
0.84%INVESCO EXCH TRD SLF IDX FD
Shares9.7K
Event2026-06-30
Filed2026-07-27
SMMD
-1.12%ISHARES TR
Shares2.7K
Event2026-06-30
Filed2026-07-27
SPLV
0.55%INVESCO EXCH TRADED FD TR II
Shares3.3K
Event2026-06-30
Filed2026-07-27
NETFLIX INC.
-5.39%NETFLIX INC.
Shares3.4K
Event2026-06-30
Filed2026-07-27
VTEB
3.26%VANGUARD MUN BD FDS
Shares4.7K
Event2026-06-30
Filed2026-07-27
JNJ
7.73%JOHNSON & JOHNSON
Shares920
Event2026-06-30
Filed2026-07-27
DFSI
1.20%DIMENSIONAL ETF TRUST
Shares5.2K
Event2026-06-30
Filed2026-07-27
INTC
NewINTEL CORP
Shares1.6K
Event2026-06-30
Filed2026-07-27
RWJ
NewINVESCO EXCH TRADED FD TR II
Shares3.8K
Event2026-06-30
Filed2026-07-27
BSMW
0.81%INVESCO EXCH TRD SLF IDX FD
Shares9.0K
Event2026-06-30
Filed2026-07-27
DIA
NewSTATE STR SPDR DOW JONES IND
Shares433
Event2026-06-30
Filed2026-07-27
VOOG
NewVANGUARD ADMIRAL FDS INC
Shares2.7K
Event2026-06-30
Filed2026-07-27
BSMT
0.57%INVESCO EXCH TRD SLF IDX FD
Shares9.5K
Event2026-06-30
Filed2026-07-27
BSMU
0.59%INVESCO EXCH TRD SLF IDX FD
Shares9.9K
Event2026-06-30
Filed2026-07-27
T
-1.88%AT&T INC
Shares10.5K
Event2026-06-30
Filed2026-07-27
BSMS
0.60%INVESCO EXCH TRD SLF IDX FD
Shares9.0K
Event2026-06-30
Filed2026-07-27
APPLIED MATLS INC
NewAPPLIED MATLS INC
Shares289
Event2026-06-30
Filed2026-07-27
BSMR
0.59%INVESCO EXCH TRD SLF IDX FD
Shares8.8K
Event2026-06-30
Filed2026-07-27
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available