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%
Stock Holdings
SCHD
SCHWAB STRATEGIC TR
0.40%
Shares567.8K
Event2026-06-30
Filed2026-07-27
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
1.12%
Shares23.8K
Event2026-06-30
Filed2026-07-27
IQLT
ISHARES TR
1.19%
Shares188.1K
Event2026-06-30
Filed2026-07-27
ISHARES TR
ISHARES TR
0.22%
Shares8.7K
Event2026-06-30
Filed2026-07-27
VXF
VANGUARD INDEX FDS
0.90%
Shares20.7K
Event2026-06-30
Filed2026-07-27
VOO
VANGUARD INDEX FDS
-1.41%
Shares6.6K
Event2026-06-30
Filed2026-07-27
AMZN
AMAZON COM INC
-15.82%
Shares17.9K
Event2026-06-30
Filed2026-07-27
BSCU
INVESCO EXCH TRD SLF IDX FD
1.41%
Shares209.4K
Event2026-06-30
Filed2026-07-27
VBR
VANGUARD INDEX FDS
1.93%
Shares14.1K
Event2026-06-30
Filed2026-07-27
BSCT
INVESCO EXCH TRD SLF IDX FD
0.64%
Shares175.0K
Event2026-06-30
Filed2026-07-27
QQQ
INVESCO QQQ TR
0.44%
Shares4.4K
Event2026-06-30
Filed2026-07-27
BSCV
INVESCO EXCH TRD SLF IDX FD
3.79%
Shares193.0K
Event2026-06-30
Filed2026-07-27
BSCS
INVESCO EXCH TRD SLF IDX FD
1.10%
Shares146.2K
Event2026-06-30
Filed2026-07-27
BSCW
INVESCO EXCH TRD SLF IDX FD
2.19%
Shares131.6K
Event2026-06-30
Filed2026-07-27
VBK
VANGUARD INDEX FDS
1.05%
Shares7.2K
Event2026-06-30
Filed2026-07-27
BSCR
INVESCO EXCH TRD SLF IDX FD
2.40%
Shares126.3K
Event2026-06-30
Filed2026-07-27
BSCQ
INVESCO EXCH TRD SLF IDX FD
-0.44%
Shares119.8K
Event2026-06-30
Filed2026-07-27
VB
VANGUARD INDEX FDS
1.85%
Shares7.3K
Event2026-06-30
Filed2026-07-27
DFAX
DIMENSIONAL ETF TRUST
22.38%
Shares57.8K
Event2026-06-30
Filed2026-07-27
VO
VANGUARD INDEX FDS
300.08%
Shares25.5K
Event2026-06-30
Filed2026-07-27
NVDA
NVIDIA CORPORATION
7.72%
Shares8.7K
Event2026-06-30
Filed2026-07-27
QQQM
INVESCO EXCH TRADED FD TR II
0.05%
Shares5.5K
Event2026-06-30
Filed2026-07-27
AAPL
APPLE INC
8.66%
Shares5.6K
Event2026-06-30
Filed2026-07-27
BSCX
INVESCO EXCH TRD SLF IDX FD
6.05%
Shares77.2K
Event2026-06-30
Filed2026-07-27
QUAL
ISHARES TR
1.49%
Shares7.1K
Event2026-06-30
Filed2026-07-27
DGRO
ISHARES TR
0.50%
Shares20.1K
Event2026-06-30
Filed2026-07-27
VANGUARD INDEX FDS
VANGUARD INDEX FDS
6.43%
Shares3.8K
Event2026-06-30
Filed2026-07-27
RSP
INVESCO EXCHANGE TRADED FD T
0.92%
Shares6.5K
Event2026-06-30
Filed2026-07-27
SCHK
SCHWAB STRATEGIC TR
6.16%
Shares34.7K
Event2026-06-30
Filed2026-07-27
XMHQ
INVESCO EXCHANGE TRADED FD T
2.59%
Shares10.5K
Event2026-06-30
Filed2026-07-27
IJR
ISHARES TR
-1.68%
Shares7.5K
Event2026-06-30
Filed2026-07-27
DFSU
DIMENSIONAL ETF TRUST
1.66%
Shares23.1K
Event2026-06-30
Filed2026-07-27
VUG
VANGUARD INDEX FDS
500.45%
Shares12.0K
Event2026-06-30
Filed2026-07-27
SPSM
SPDR SERIES TRUST
0.70%
Shares17.1K
Event2026-06-30
Filed2026-07-27
VEA
VANGUARD TAX-MANAGED FDS
9.64%
Shares13.5K
Event2026-06-30
Filed2026-07-27
SRLN
SSGA ACTIVE ETF TR
-1.26%
Shares23.7K
Event2026-06-30
Filed2026-07-27
MDY
STATE STR SPDR S&P MIDCAP 40
0.22%
Shares1.4K
Event2026-06-30
Filed2026-07-27
MSFT
MICROSOFT CORP
14.51%
Shares2.6K
Event2026-06-30
Filed2026-07-27
IMCB
ISHARES TR
-0.09%
Shares9.2K
Event2026-06-30
Filed2026-07-27
VEU
VANGUARD INTL EQUITY INDEX F
0.41%
Shares10.2K
Event2026-06-30
Filed2026-07-27
SPAB
SPDR SERIES TRUST
0.75%
Shares31.5K
Event2026-06-30
Filed2026-07-27
BND
VANGUARD BD INDEX FDS
2.32%
Shares10.5K
Event2026-06-30
Filed2026-07-27
SJNK
SPDR SERIES TRUST
1.76%
Shares30.6K
Event2026-06-30
Filed2026-07-27
DFEM
DIMENSIONAL ETF TRUST
14.57%
Shares18.6K
Event2026-06-30
Filed2026-07-27
XSOE
WISDOMTREE TR
-4.82%
Shares14.6K
Event2026-06-30
Filed2026-07-27
EFIV
SPDR SERIES TRUST
13.07%
Shares9.8K
Event2026-06-30
Filed2026-07-27
VLU
SPDR SERIES TRUST
0.40%
Shares3.0K
Event2026-06-30
Filed2026-07-27
DFIC
DIMENSIONAL ETF TRUST
1.23%
Shares19.0K
Event2026-06-30
Filed2026-07-27
CNRG
SPDR SERIES TRUST
-13.16%
Shares6.2K
Event2026-06-30
Filed2026-07-27
AMD
ADVANCED MICRO DEVICES INC
1.09%
Shares1.2K
Event2026-06-30
Filed2026-07-27
SPDR SERIES TRUST
SPDR SERIES TRUST
3.18%
Shares7.8K
Event2026-06-30
Filed2026-07-27
DFAS
DIMENSIONAL ETF TRUST
2.47%
Shares8.2K
Event2026-06-30
Filed2026-07-27
GOOG
ALPHABET INC
25.18%
Shares1.9K
Event2026-06-30
Filed2026-07-27
SUSA
ISHARES TR
0.14%
Shares4.3K
Event2026-06-30
Filed2026-07-27
BSCZ
INVESCO EXCH TRD SLF IDX FD
17.93%
Shares31.8K
Event2026-06-30
Filed2026-07-27
QUS
SPDR SERIES TRUST
0.53%
Shares3.4K
Event2026-06-30
Filed2026-07-27
FPE
FIRST TR EXCH TRADED FD III
-0.97%
Shares33.5K
Event2026-06-30
Filed2026-07-27
GOOGL
ALPHABET INC
4.42%
Shares1.7K
Event2026-06-30
Filed2026-07-27
BROADCOM INC
BROADCOM INC
13.59%
Shares1.6K
Event2026-06-30
Filed2026-07-27
XLK
SELECT SECTOR SPDR TR
0.13%
Shares3.0K
Event2026-06-30
Filed2026-07-27
TSLA
TESLA INC
6.60%
Shares1.4K
Event2026-06-30
Filed2026-07-27
BILS
SPDR SERIES TRUST
-10.96%
Shares5.8K
Event2026-06-30
Filed2026-07-27
VTV
VANGUARD INDEX FDS
2.03%
Shares2.5K
Event2026-06-30
Filed2026-07-27
SPMD
SPDR SERIES TRUST
0.54%
Shares7.8K
Event2026-06-30
Filed2026-07-27
VNQ
VANGUARD INDEX FDS
1.79%
Shares5.5K
Event2026-06-30
Filed2026-07-27
SCHB
SCHWAB STRATEGIC TR
32.17%
Shares18.2K
Event2026-06-30
Filed2026-07-27
META PLATFORMS INC
META PLATFORMS INC
15.69%
Shares929
Event2026-06-30
Filed2026-07-27
BSCY
INVESCO EXCH TRD SLF IDX FD
26.99%
Shares24.8K
Event2026-06-30
Filed2026-07-27
USMV
ISHARES TR
0.14%
Shares5.1K
Event2026-06-30
Filed2026-07-27
IDEV
ISHARES TR
1.52%
Shares5.3K
Event2026-06-30
Filed2026-07-27
ISCB
ISHARES TR
0.29%
Shares6.2K
Event2026-06-30
Filed2026-07-27
IGRO
ISHARES TR
1.36%
Shares5.2K
Event2026-06-30
Filed2026-07-27
MU
MICRON TECHNOLOGY INC
New
Shares379
Event2026-06-30
Filed2026-07-27
ESGD
ISHARES TR
9.90%
Shares4.0K
Event2026-06-30
Filed2026-07-27
SPGP
INVESCO EXCHANGE TRADED FD T
0.24%
Shares3.4K
Event2026-06-30
Filed2026-07-27
KOMP
SPDR SERIES TRUST
-4.95%
Shares5.7K
Event2026-06-30
Filed2026-07-27
ESML
ISHARES TR
0.21%
Shares7.2K
Event2026-06-30
Filed2026-07-27
MYCF
SSGA ACTIVE TR
1.07%
Shares16.1K
Event2026-06-30
Filed2026-07-27
EAGG
ISHARES TR
2.86%
Shares8.4K
Event2026-06-30
Filed2026-07-27
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
15.63%
Shares1.1K
Event2026-06-30
Filed2026-07-27
IWF
ISHARES TR
300.13%
Shares3.0K
Event2026-06-30
Filed2026-07-27
QEFA
SPDR INDEX SHS FDS
1.55%
Shares3.8K
Event2026-06-30
Filed2026-07-27
XITK
SPDR SERIES TRUST
-13.74%
Shares1.8K
Event2026-06-30
Filed2026-07-27
SMMV
ISHARES TR
0.35%
Shares7.5K
Event2026-06-30
Filed2026-07-27
VIOO
VANGUARD ADMIRAL FDS INC
-1.52%
Shares2.5K
Event2026-06-30
Filed2026-07-27
MTUM
ISHARES TR
0.11%
Shares950
Event2026-06-30
Filed2026-07-27
LLY
ELI LILLY & CO
16.14%
Shares259
Event2026-06-30
Filed2026-07-27
ETN
EATON CORP PLC
1.68%
Shares726
Event2026-06-30
Filed2026-07-27
ACWX
ISHARES TR
3.19%
Shares4.0K
Event2026-06-30
Filed2026-07-27
BSMQ
INVESCO EXCH TRD SLF IDX FD
0.68%
Shares12.9K
Event2026-06-30
Filed2026-07-27
ICF
ISHARES TR
0.37%
Shares4.4K
Event2026-06-30
Filed2026-07-27
FLRN
SPDR SERIES TRUST
0.84%
Shares9.5K
Event2026-06-30
Filed2026-07-27
BRK.B
BERKSHIRE HATHAWAY INC DEL
14.55%
Shares567
Event2026-06-30
Filed2026-07-27
IVOO
VANGUARD ADMIRAL FDS INC
0.24%
Shares2.1K
Event2026-06-30
Filed2026-07-27
DFUS
DIMENSIONAL ETF TRUST
1.11%
Shares3.3K
Event2026-06-30
Filed2026-07-27
ISCG
ISHARES TR
0.15%
Shares4.0K
Event2026-06-30
Filed2026-07-27
VXUS
VANGUARD STAR FDS
0.96%
Shares3.0K
Event2026-06-30
Filed2026-07-27
EFA
ISHARES TR
1.56%
Shares2.5K
Event2026-06-30
Filed2026-07-27
BSSX
INVESCO EXCH TRD SLF IDX FD
0.84%
Shares9.7K
Event2026-06-30
Filed2026-07-27
SMMD
ISHARES TR
-1.12%
Shares2.7K
Event2026-06-30
Filed2026-07-27
SPLV
INVESCO EXCH TRADED FD TR II
0.55%
Shares3.3K
Event2026-06-30
Filed2026-07-27
NETFLIX INC.
NETFLIX INC.
-5.39%
Shares3.4K
Event2026-06-30
Filed2026-07-27
VTEB
VANGUARD MUN BD FDS
3.26%
Shares4.7K
Event2026-06-30
Filed2026-07-27
JNJ
JOHNSON & JOHNSON
7.73%
Shares920
Event2026-06-30
Filed2026-07-27
DFSI
DIMENSIONAL ETF TRUST
1.20%
Shares5.2K
Event2026-06-30
Filed2026-07-27
INTC
INTEL CORP
New
Shares1.6K
Event2026-06-30
Filed2026-07-27
RWJ
INVESCO EXCH TRADED FD TR II
New
Shares3.8K
Event2026-06-30
Filed2026-07-27
BSMW
INVESCO EXCH TRD SLF IDX FD
0.81%
Shares9.0K
Event2026-06-30
Filed2026-07-27
DIA
STATE STR SPDR DOW JONES IND
New
Shares433
Event2026-06-30
Filed2026-07-27
VOOG
VANGUARD ADMIRAL FDS INC
New
Shares2.7K
Event2026-06-30
Filed2026-07-27
BSMT
INVESCO EXCH TRD SLF IDX FD
0.57%
Shares9.5K
Event2026-06-30
Filed2026-07-27
BSMU
INVESCO EXCH TRD SLF IDX FD
0.59%
Shares9.9K
Event2026-06-30
Filed2026-07-27
T
AT&T INC
-1.88%
Shares10.5K
Event2026-06-30
Filed2026-07-27
BSMS
INVESCO EXCH TRD SLF IDX FD
0.60%
Shares9.0K
Event2026-06-30
Filed2026-07-27
APPLIED MATLS INC
APPLIED MATLS INC
New
Shares289
Event2026-06-30
Filed2026-07-27
BSMR
INVESCO EXCH TRD SLF IDX FD
0.59%
Shares8.8K
Event2026-06-30
Filed2026-07-27

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Opulen Financial Group LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo