The Analysis of Opulen Financial Group LLC's Holdings
Currently, Opulen Financial Group LLC holds 106 types of securities in its portfolio with a total value $131.9M. In the most recent quarter, they have increased their positions in DFIC (+17.1K shares, valued at $560.1K), BSCV (+25.6K shares, valued at $426.5K), BSCU (+25.2K shares, valued at $425.6K); decreased their positions in BRK.B (-774 shares, valued at $389.1K), QQQ (-396 shares, valued at $237.8K), SPY (-277 shares, valued at $184.5K); initiated new positions in DFIC (+17.1K shares, valued at $560.1K), DFEM (+9.1K shares, valued at $291.3K), GOOG (+1.1K shares, valued at $270.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR22.7K shares-1.21%2025-09-302025-11-17
SCHD SCHWAB STRATEGIC TR512.0K shares1.72%2025-09-302025-11-17 IQLT ISHARES TR186.3K shares0.71%2025-09-302025-11-17 AMZN AMAZON COM INC24.0K shares-2.07%2025-09-302025-11-17 IVV ISHARES TR7.1K shares-0.69%2025-09-302025-11-17 VXF VANGUARD INDEX FDS20.3K shares0.03%2025-09-302025-11-17 VOO VANGUARD INDEX FDS6.2K shares3.48%2025-09-302025-11-17 BSCU INVESCO EXCH TRD SLF IDX FD169.7K shares17.42%2025-09-302025-11-17 VBR VANGUARD INDEX FDS13.6K shares1.90%2025-09-302025-11-17 BSCT INVESCO EXCH TRD SLF IDX FD150.2K shares12.11%2025-09-302025-11-17 BSCV INVESCO EXCH TRD SLF IDX FD161.7K shares18.79%2025-09-302025-11-17 QQQ INVESCO QQQ TR4.4K shares-8.21%2025-09-302025-11-17 BSCS INVESCO EXCH TRD SLF IDX FD127.9K shares9.68%2025-09-302025-11-17 BSCW INVESCO EXCH TRD SLF IDX FD114.2K shares19.44%2025-09-302025-11-17 BSCQ INVESCO EXCH TRD SLF IDX FD115.2K shares5.72%2025-09-302025-11-17 BSCR INVESCO EXCH TRD SLF IDX FD111.4K shares5.98%2025-09-302025-11-17 VBK VANGUARD INDEX FDS7.1K shares3.23%2025-09-302025-11-17 VO VANGUARD INDEX FDS6.1K shares-0.77%2025-09-302025-11-17 VB VANGUARD INDEX FDS6.8K shares-1.66%2025-09-302025-11-17 BSCP INVESCO EXCH TRD SLF IDX FD74.7K shares-0.10%2025-09-302025-11-17 BSCX INVESCO EXCH TRD SLF IDX FD69.2K shares31.63%2025-09-302025-11-17 QQQM INVESCO EXCH TRADED FD TR II5.5K shares-2.46%2025-09-302025-11-17 DGRO ISHARES TR19.7K shares-0.12%2025-09-302025-11-17 QUAL ISHARES TR6.9K shares-0.32%2025-09-302025-11-17 NVDA NVIDIA CORPORATION7.1K shares-6.26%2025-09-302025-11-17 RSP INVESCO EXCHANGE TRADED FD T6.2K shares0.47%2025-09-302025-11-17 AAPL APPLE INC4.5K shares14.84%2025-09-302025-11-17 SRLN SSGA ACTIVE ETF TR27.0K shares-2.46%2025-09-302025-11-17 XMHQ INVESCO EXCHANGE TRADED FD T10.2K shares0.57%2025-09-302025-11-17 VTI VANGUARD INDEX FDS3.1K shares0.77%2025-09-302025-11-17 MSFT MICROSOFT CORP1.9K shares3.54%2025-09-302025-11-17 SCHK SCHWAB STRATEGIC TR30.4K shares0.28%2025-09-302025-11-17 VUG VANGUARD INDEX FDS2.0K shares-1.18%2025-09-302025-11-17 CNRG SPDR SERIES TRUST10.9K shares-4.10%2025-09-302025-11-17 IJR ISHARES TR7.0K shares0.72%2025-09-302025-11-17 SPAB SPDR SERIES TRUST32.0K shares-0.88%2025-09-302025-11-17 EMQQ EXCHANGE TRADED CONCEPTS TRU16.9K shares-7.50%2025-09-302025-11-17 SJNK SPDR SERIES TRUST29.3K shares-2.61%2025-09-302025-11-17 SPSM SPDR SERIES TRUST16.2K shares0.37%2025-09-302025-11-17 VEA VANGUARD TAX-MANAGED FDS12.3K shares0.64%2025-09-302025-11-17 BILS SPDR SERIES TRUST7.4K shares2.79%2025-09-302025-11-17 BND VANGUARD BD INDEX FDS9.4K shares4.19%2025-09-302025-11-17 MDY SPDR S&P MIDCAP 400 ETF TR1.2K shares0.43%2025-09-302025-11-17 VEU VANGUARD INTL EQUITY INDEX F9.7K shares0.78%2025-09-302025-11-17 XSOE WISDOMTREE TR16.0K shares0.14%2025-09-302025-11-17 FPE FIRST TR EXCH TRADED FD III32.9K shares0.21%2025-09-302025-11-17 VLU SPDR SERIES TRUST2.9K shares0.44%2025-09-302025-11-17 IMCB ISHARES TR7.2K shares-12.23%2025-09-302025-11-17 SPYM SPDR SERIES TRUST7.5K shares0.29%2025-09-302025-11-17 QUS SPDR SERIES TRUST3.4K shares0.00%2025-09-302025-11-17 SUSA ISHARES TR4.2K shares3.21%2025-09-302025-11-17 DFIC DIMENSIONAL ETF TRUST17.1K sharesnew addition2025-09-302025-11-17 XITK SPDR SERIES TRUST2.9K shares-4.18%2025-09-302025-11-17 EFIV SPDR SERIES TRUST8.6K shares1.67%2025-09-302025-11-17 META META PLATFORMS INC744 shares2.48%2025-09-302025-11-17 TSLA TESLA INC1.1K shares14.81%2025-09-302025-11-17 USMV ISHARES TR5.1K shares2.36%2025-09-302025-11-17 VNQ VANGUARD INDEX FDS5.2K shares0.81%2025-09-302025-11-17 VTV VANGUARD INDEX FDS2.5K shares0.08%2025-09-302025-11-17 KOMP SPDR SERIES TRUST7.0K shares-12.33%2025-09-302025-11-17 ISCB ISHARES TR6.7K shares-10.62%2025-09-302025-11-17 SPMD SPDR SERIES TRUST7.3K shares-1.32%2025-09-302025-11-17 IGRO ISHARES TR5.2K shares0.54%2025-09-302025-11-17 IDEV ISHARES TR5.1K shares0.00%2025-09-302025-11-17 NFLX NETFLIX INC338 shares0.30%2025-09-302025-11-17 XLK SELECT SECTOR SPDR TR1.4K shares0.14%2025-09-302025-11-17 EAGG ISHARES TR8.0K shares7.81%2025-09-302025-11-17 SPGP INVESCO EXCHANGE TRADED FD T3.3K shares0.12%2025-09-302025-11-17 AVGO BROADCOM INC1.1K shares33.72%2025-09-302025-11-17 GOOGL ALPHABET INC1.5K shares17.44%2025-09-302025-11-17 KNG FIRST TR EXCHANGE-TRADED FD7.2K shares2.15%2025-09-302025-11-17 IWF ISHARES TR742 shares0.00%2025-09-302025-11-17 BSCY INVESCO EXCH TRD SLF IDX FD16.5K shares5.14%2025-09-302025-11-17 ESGD ISHARES TR3.7K shares2.80%2025-09-302025-11-17 SMMV ISHARES TR7.7K shares1.77%2025-09-302025-11-17 QEFA SPDR INDEX SHS FDS3.7K shares-0.54%2025-09-302025-11-17 ICF ISHARES TR5.2K shares2.75%2025-09-302025-11-17 ESML ISHARES TR7.1K shares7.97%2025-09-302025-11-17 MTUM ISHARES TR1.2K shares0.25%2025-09-302025-11-17 FLRN SPDR SERIES TRUST10.0K shares-6.02%2025-09-302025-11-17 BSMQ INVESCO EXCH TRD SLF IDX FD12.7K shares0.71%2025-09-302025-11-17 DFEM DIMENSIONAL ETF TRUST9.1K sharesnew addition2025-09-302025-11-17 T AT&T INC10.1K shares5.27%2025-09-302025-11-17 JPM JPMORGAN CHASE & CO.888 shares21.64%2025-09-302025-11-17 GOOG ALPHABET INC1.1K sharesnew addition2025-09-302025-11-17 VIOO VANGUARD ADMIRAL FDS INC2.4K shares2.98%2025-09-302025-11-17 HD HOME DEPOT INC658 shares12.86%2025-09-302025-11-17 MYCF SSGA ACTIVE TR10.4K shares1.14%2025-09-302025-11-17 ETN EATON CORP PLC683 shares3.96%2025-09-302025-11-17 BSSX INVESCO EXCH TRD SLF IDX FD9.5K shares0.84%2025-09-302025-11-17 DFAX DIMENSIONAL ETF TRUST7.7K sharesnew addition2025-09-302025-11-17 ACWX ISHARES TR3.7K shares0.00%2025-09-302025-11-17 SPLV INVESCO EXCH TRADED FD TR II3.2K shares0.53%2025-09-302025-11-17 BRK.B BERKSHIRE HATHAWAY INC DEL456 shares-62.93%2025-09-302025-11-17 IVOO VANGUARD ADMIRAL FDS INC2.1K shares0.34%2025-09-302025-11-17 EFA ISHARES TR2.4K shares-2.29%2025-09-302025-11-17 VXUS VANGUARD STAR FDS3.0K shares1.36%2025-09-302025-11-17 BSMW INVESCO EXCH TRD SLF IDX FD8.8K shares0.85%2025-09-302025-11-17 ISCG ISHARES TR4.0K sharesnew addition2025-09-302025-11-17 BSMT INVESCO EXCH TRD SLF IDX FD9.4K shares0.58%2025-09-302025-11-17 BSMU INVESCO EXCH TRD SLF IDX FD9.8K shares0.59%2025-09-302025-11-17 BSMS INVESCO EXCH TRD SLF IDX FD8.8K shares0.61%2025-09-302025-11-17 SMMD ISHARES TR2.8K sharesnew addition2025-09-302025-11-17 BSMR INVESCO EXCH TRD SLF IDX FD8.6K shares0.60%2025-09-302025-11-17 VOOV VANGUARD ADMIRAL FDS INC1.0K sharesnew addition2025-09-302025-11-17 DIA SPDR DOW JONES INDL AVERAGE433 sharesnew addition2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available