The Analysis of Opal Wealth Advisors, LLC's Holdings & P&L


Currently, Opal Wealth Advisors, LLC holds 224 types of securities in its portfolio with a total value $463.0M. In the most recent quarter, they have increased their positions in GQGU (+67.1K shares, valued at $1.7M), LRGE (+18.7K shares, valued at $1.6M), GS (+1.1K shares, valued at $1.1M); decreased their positions in N/A (-432 shares, valued at $416.9K), IWD (-1.4K shares, valued at $348.1K), JNJ (-1.4K shares, valued at $345.7K); initiated new positions in SCHP (+10.8K shares, valued at $286.9K), N/A (+1.1K shares, valued at $256.3K), N/A (+1.2K shares, valued at $254.5K).


1M P&L
+685.6K+0.16%
3M P&L
+17.1M+4.05%
HY P&L
+33.0M+8.08%

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/A348.3M
80.0%
2Consumer Electronics13.5M
3.1%
3Asset Management10.3M
2.4%

Top Industries by Stock Count

1N/A89 stocks
46.1%
2Semiconductors7 stocks
3.6%
3Drug Manufacturers - General6 stocks
3.1%
Stock Holdings
PVAL
PUTNAM ETF TRUST
-0.38%
Shares1.6M
Event2026-06-30
Filed2026-07-20
LRGE
LEGG MASON ETF INVT
2.82%
Shares681.6K
Event2026-06-30
Filed2026-07-20
VBR
VANGUARD INDEX FDS
0.71%
Shares199.5K
Event2026-06-30
Filed2026-07-20
GQGU
ADVISORS INNER CIRCLE FD III
4.40%
Shares1.6M
Event2026-06-30
Filed2026-07-20
ISTB
ISHARES TR
-0.28%
Shares414.9K
Event2026-06-30
Filed2026-07-20
AAPL
APPLE INC
7.20%
Shares46.7K
Event2026-06-30
Filed2026-07-20
XLI
SELECT SECTOR SPDR TR
0.55%
Shares62.1K
Event2026-06-30
Filed2026-07-20
JMST
J P MORGAN EXCHANGE TRADED F
3.14%
Shares224.8K
Event2026-06-30
Filed2026-07-20
NCDL
NUVEEN CHURCHILL DIRECT LEND
1.45%
Shares634.3K
Event2026-06-30
Filed2026-07-20
CWI
SPDR INDEX SHS FDS
2.10%
Shares151.2K
Event2026-06-30
Filed2026-07-20
SPYG
SPDR SERIES TRUST
1.96%
Shares45.4K
Event2026-06-30
Filed2026-07-20
FBND
FIDELITY MERRIMACK STR TR
10.46%
Shares115.1K
Event2026-06-30
Filed2026-07-20
NVDA
NVIDIA CORPORATION
8.02%
Shares24.0K
Event2026-06-30
Filed2026-07-20
MOAT
VANECK ETF TRUST
3.46%
Shares43.9K
Event2026-06-30
Filed2026-07-20
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
12.01%
Shares6.0K
Event2026-06-30
Filed2026-07-20
SPSM
SPDR SERIES TRUST
2.22%
Shares65.7K
Event2026-06-30
Filed2026-07-20
AMZN
AMAZON COM INC
4.80%
Shares15.8K
Event2026-06-30
Filed2026-07-20
SPYV
SPDR SERIES TRUST
5.68%
Shares61.4K
Event2026-06-30
Filed2026-07-20
MSFT
MICROSOFT CORP
0.56%
Shares8.9K
Event2026-06-30
Filed2026-07-20
JMUB
J P MORGAN EXCHANGE TRADED F
3.86%
Shares62.7K
Event2026-06-30
Filed2026-07-20
GOOGL
ALPHABET INC
-2.67%
Shares8.1K
Event2026-06-30
Filed2026-07-20
JPIE
J P MORGAN EXCHANGE TRADED F
8.56%
Shares58.4K
Event2026-06-30
Filed2026-07-20
MUNI
PIMCO ETF TR
-0.18%
Shares47.5K
Event2026-06-30
Filed2026-07-20
GVI
ISHARES TR
10.99%
Shares23.1K
Event2026-06-30
Filed2026-07-20
SCHM
SCHWAB STRATEGIC TR
1.62%
Shares61.2K
Event2026-06-30
Filed2026-07-20
TSLA
TESLA INC
4.10%
Shares5.4K
Event2026-06-30
Filed2026-07-20
INTC
INTEL CORP
-9.72%
Shares15.6K
Event2026-06-30
Filed2026-07-20
EVSD
MORGAN STANLEY ETF TRUST
0.00%
Shares38.8K
Event2026-06-30
Filed2026-07-20
ICE
INTERCONTINENTAL EXCHANGE IN
-2.37%
Shares15.4K
Event2026-06-30
Filed2026-07-20
CAT
CATERPILLAR INC
-3.50%
Shares1.7K
Event2026-06-30
Filed2026-07-20
CISCO SYS INC
CISCO SYS INC
-15.31%
Shares15.0K
Event2026-06-30
Filed2026-07-20
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
7.10%
Shares4.0K
Event2026-06-30
Filed2026-07-20
PSBD
PALMER SQUARE CAPITAL BDC IN
29.66%
Shares159.2K
Event2026-06-30
Filed2026-07-20
ABBVIE INC
ABBVIE INC
35.57%
Shares6.2K
Event2026-06-30
Filed2026-07-20
VISA INC
VISA INC
0.99%
Shares4.4K
Event2026-06-30
Filed2026-07-20
EXXON MOBIL CORP
EXXON MOBIL CORP
33.66%
Shares10.6K
Event2026-06-30
Filed2026-07-20
GS
GOLDMAN SACHS GROUP INC
306.34%
Shares1.4K
Event2026-06-30
Filed2026-07-20
SHM
SPDR SERIES TRUST
-0.24%
Shares29.1K
Event2026-06-30
Filed2026-07-20
META PLATFORMS INC
META PLATFORMS INC
1.56%
Shares2.5K
Event2026-06-30
Filed2026-07-20
ISHARES TR
ISHARES TR
40.58%
Shares1.8K
Event2026-06-30
Filed2026-07-20
VANGUARD INDEX FDS
VANGUARD INDEX FDS
3.71%
Shares3.6K
Event2026-06-30
Filed2026-07-20
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-2.80%
Shares2.6K
Event2026-06-30
Filed2026-07-20
VTEB
VANGUARD MUN BD FDS
18.51%
Shares24.1K
Event2026-06-30
Filed2026-07-20
BROADCOM INC
BROADCOM INC
-2.34%
Shares3.1K
Event2026-06-30
Filed2026-07-20
SUSB
ISHARES TR
10.34%
Shares46.8K
Event2026-06-30
Filed2026-07-20
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
6.51%
Shares3.5K
Event2026-06-30
Filed2026-07-20
IBM
INTERNATIONAL BUSINESS MACHS
2.03%
Shares4.1K
Event2026-06-30
Filed2026-07-20
PM
PHILIP MORRIS INTL INC
-3.87%
Shares6.3K
Event2026-06-30
Filed2026-07-20
DGRO
ISHARES TR
1.37%
Shares15.0K
Event2026-06-30
Filed2026-07-20
FLTR
VANECK ETF TRUST
-1.13%
Shares42.8K
Event2026-06-30
Filed2026-07-20
NFJ
VIRTUS DIVIDEND INTEREST & P
-8.17%
Shares68.1K
Event2026-06-30
Filed2026-07-20
VSGX
VANGUARD WORLD FD
0.00%
Shares12.0K
Event2026-06-30
Filed2026-07-20
EVTR
MORGAN STANLEY ETF TRUST
0.00%
Shares19.3K
Event2026-06-30
Filed2026-07-20
AVUV
AMERICAN CENTY ETF TR
-10.29%
Shares7.6K
Event2026-06-30
Filed2026-07-20
KO
COCA COLA CO
4.46%
Shares11.6K
Event2026-06-30
Filed2026-07-20
LLY
ELI LILLY & CO
0.90%
Shares786
Event2026-06-30
Filed2026-07-20
IVW
ISHARES TR
-3.75%
Shares6.6K
Event2026-06-30
Filed2026-07-20
ALL
ALLSTATE CORP
-2.23%
Shares3.8K
Event2026-06-30
Filed2026-07-20
GOOG
ALPHABET INC
9.38%
Shares2.5K
Event2026-06-30
Filed2026-07-20
XHB
SPDR SERIES TRUST
0.28%
Shares7.5K
Event2026-06-30
Filed2026-07-20
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-32.90%
Shares881
Event2026-06-30
Filed2026-07-20
ESML
ISHARES TR
-1.01%
Shares15.1K
Event2026-06-30
Filed2026-07-20
AXP
AMERICAN EXPRESS CO
0.12%
Shares2.4K
Event2026-06-30
Filed2026-07-20
BAC
BANK OF AMER CORP
8.35%
Shares14.5K
Event2026-06-30
Filed2026-07-20
HD
HOME DEPOT INC
1.31%
Shares2.3K
Event2026-06-30
Filed2026-07-20
QQQ
INVESCO QQQ TR
-23.40%
Shares1.1K
Event2026-06-30
Filed2026-07-20
SERVICENOW INC
SERVICENOW INC
19.03%
Shares8.1K
Event2026-06-30
Filed2026-07-20
RIV
RIVERNORTH OPPORTUNITIES FD
0.44%
Shares68.9K
Event2026-06-30
Filed2026-07-20
VZ
VERIZON COMMUNICATIONS INC
4.20%
Shares18.8K
Event2026-06-30
Filed2026-07-20
ASML
ASML HLDG NV
4.23%
Shares394
Event2026-06-30
Filed2026-07-20
JAAA
JANUS DETROIT STR TR
-2.14%
Shares14.6K
Event2026-06-30
Filed2026-07-20
IVE
ISHARES TR
-4.98%
Shares3.1K
Event2026-06-30
Filed2026-07-20
NVS
NOVARTIS AG
-5.42%
Shares4.4K
Event2026-06-30
Filed2026-07-20
RSP
INVESCO EXCHANGE TRADED FD T
-3.05%
Shares3.2K
Event2026-06-30
Filed2026-07-20
SCHW
SCHWAB CHARLES CORP
65.81%
Shares7.3K
Event2026-06-30
Filed2026-07-20
C
CITIGROUP INC
-8.93%
Shares4.6K
Event2026-06-30
Filed2026-07-20
ORACLE CORP
ORACLE CORP
34.26%
Shares4.4K
Event2026-06-30
Filed2026-07-20
BRK.B
BERKSHIRE HATHAWAY INC DEL
-19.99%
Shares1.3K
Event2026-06-30
Filed2026-07-20
FDX
FEDEX CORP
-12.13%
Shares2.0K
Event2026-06-30
Filed2026-07-20
LOW
LOWES COS INC
-0.21%
Shares2.8K
Event2026-06-30
Filed2026-07-20
VOO
VANGUARD INDEX FDS
8.52%
Shares892
Event2026-06-30
Filed2026-07-20
RTX CORPORATION
RTX CORPORATION
-1.89%
Shares3.2K
Event2026-06-30
Filed2026-07-20
GCOW
PACER FDS TR
0.04%
Shares13.5K
Event2026-06-30
Filed2026-07-20
DIS
DISNEY WALT CO
-1.70%
Shares6.1K
Event2026-06-30
Filed2026-07-20
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-11.38%
Shares6.6K
Event2026-06-30
Filed2026-07-20
SYK
STRYKER CORPORATION
0.61%
Shares1.8K
Event2026-06-30
Filed2026-07-20
UNP
UNION PAC CORP
6.90%
Shares2.1K
Event2026-06-30
Filed2026-07-20
VRTX
VERTEX PHARMACEUTICALS INC
87.63%
Shares1.1K
Event2026-06-30
Filed2026-07-20
JGRO
J P MORGAN EXCHANGE TRADED F
-20.11%
Shares5.5K
Event2026-06-30
Filed2026-07-20
MO
ALTRIA GROUP INC
9.06%
Shares7.5K
Event2026-06-30
Filed2026-07-20
T
AT&T INC
9.90%
Shares25.8K
Event2026-06-30
Filed2026-07-20
NYF
ISHARES TR
60.51%
Shares9.9K
Event2026-06-30
Filed2026-07-20
S&P GLOBAL INC
S&P GLOBAL INC
-14.07%
Shares1.3K
Event2026-06-30
Filed2026-07-20
CVX
CHEVRON CORPORATION
7.91%
Shares3.2K
Event2026-06-30
Filed2026-07-20
COWZ
PACER FDS TR
-2.59%
Shares8.5K
Event2026-06-30
Filed2026-07-20
QQQM
INVESCO EXCH TRADED FD TR II
385.27%
Shares1.7K
Event2026-06-30
Filed2026-07-20
JNJ
JOHNSON & JOHNSON
-40.05%
Shares2.0K
Event2026-06-30
Filed2026-07-20
PANW
PALO ALTO NETWORKS INC
-11.87%
Shares1.5K
Event2026-06-30
Filed2026-07-20
MU
MICRON TECHNOLOGY INC
-3.90%
Shares443
Event2026-06-30
Filed2026-07-20
MCK
MCKESSON CORP
-16.15%
Shares670
Event2026-06-30
Filed2026-07-20
AMGN
AMGEN INC
-0.21%
Shares1.4K
Event2026-06-30
Filed2026-07-20
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
1.13%
Shares537
Event2026-06-30
Filed2026-07-20
CGXU
CAPITAL GROUP INTL FOCUS EQT
-5.39%
Shares14.4K
Event2026-06-30
Filed2026-07-20
TMO
THERMO FISHER SCIENTIFIC INC
-2.95%
Shares988
Event2026-06-30
Filed2026-07-20
MEGI
NYLI CBRE GBL INFR MEGTRNDS
0.00%
Shares32.5K
Event2026-06-30
Filed2026-07-20
NETFLIX INC.
NETFLIX INC.
-2.22%
Shares6.7K
Event2026-06-30
Filed2026-07-20
DIVO
AMPLIFY ETF TR
-1.60%
Shares10.5K
Event2026-06-30
Filed2026-07-20
VYMI
VANGUARD WHITEHALL FDS
2.28%
Shares4.8K
Event2026-06-30
Filed2026-07-20
ALPS ETF TR
ALPS ETF TR
6.94%
Shares9.2K
Event2026-06-30
Filed2026-07-20
AEP
AMERICAN ELEC PWR CO INC
31.34%
Shares3.5K
Event2026-06-30
Filed2026-07-20
URI
UNITED RENTALS INC
2.70%
Shares418
Event2026-06-30
Filed2026-07-20
TBIL
RBB FD INC
-11.84%
Shares9.5K
Event2026-06-30
Filed2026-07-20
FFA
FIRST TR ENHANCED EQUITY
-2.32%
Shares20.6K
Event2026-06-30
Filed2026-07-20
NSC
NORFOLK SOUTHN CORP
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-20
VB
VANGUARD INDEX FDS
-4.44%
Shares1.5K
Event2026-06-30
Filed2026-07-20
IREN
IREN LIMITED
27.56%
Shares9.9K
Event2026-06-30
Filed2026-07-20
XLK
SELECT SECTOR SPDR TR
0.09%
Shares2.4K
Event2026-06-30
Filed2026-07-20
BFLY
BUTTERFLY NETWORK INC
-10.22%
Shares52.1K
Event2026-06-30
Filed2026-07-20
DSM
BNY MELLON STRATEGIC MUN BD
2.26%
Shares71.0K
Event2026-06-30
Filed2026-07-20
IUSB
ISHARES TR
39.89%
Shares9.3K
Event2026-06-30
Filed2026-07-20
ITW
ILLINOIS TOOL WKS INC
0.39%
Shares1.6K
Event2026-06-30
Filed2026-07-20
ASTRAZENECA PLC
ASTRAZENECA PLC
1.32%
Shares2.2K
Event2026-06-30
Filed2026-07-20
QCOM
QUALCOMM INC
-31.32%
Shares2.3K
Event2026-06-30
Filed2026-07-20
IWF
ISHARES TR
316.79%
Shares3.4K
Event2026-06-30
Filed2026-07-20
GE
GE AEROSPACE
-4.17%
Shares1.1K
Event2026-06-30
Filed2026-07-20
WMT
WALMART INC
6.29%
Shares3.6K
Event2026-06-30
Filed2026-07-20
PGR
PROGRESSIVE CORP
-16.04%
Shares1.9K
Event2026-06-30
Filed2026-07-20
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
-5.76%
Shares6.5K
Event2026-06-30
Filed2026-07-20
IWD
ISHARES TR
-46.25%
Shares1.7K
Event2026-06-30
Filed2026-07-20
UTES
ETFIS SER TR I
10.14%
Shares4.9K
Event2026-06-30
Filed2026-07-20
IJR
ISHARES TR
2.64%
Shares2.7K
Event2026-06-30
Filed2026-07-20
DUK
DUKE ENERGY CORP NEW
-1.95%
Shares3.1K
Event2026-06-30
Filed2026-07-20
CIBR
FIRST TR EXCHANGE-TRADED FD
26.87%
Shares4.4K
Event2026-06-30
Filed2026-07-20
PLD
PROLOGIS INC.
-3.38%
Shares2.9K
Event2026-06-30
Filed2026-07-20
LUV
SOUTHWEST AIRLS CO
-1.68%
Shares7.5K
Event2026-06-30
Filed2026-07-20
VLO
VALERO ENERGY CORP
-6.29%
Shares1.5K
Event2026-06-30
Filed2026-07-20
MRK
MERCK & CO INC
0.50%
Shares3.0K
Event2026-06-30
Filed2026-07-20
TXN
TEXAS INSTRS INC
6.63%
Shares1.3K
Event2026-06-30
Filed2026-07-20
CAH
CARDINAL HEALTH INC
3.00%
Shares1.6K
Event2026-06-30
Filed2026-07-20
VTV
VANGUARD INDEX FDS
11.54%
Shares1.7K
Event2026-06-30
Filed2026-07-20
LIN
LINDE PLC
-0.56%
Shares710
Event2026-06-30
Filed2026-07-20
ETN
EATON CORP PLC
-11.49%
Shares855
Event2026-06-30
Filed2026-07-20
HTAB
HARTFORD FDS EXCHANGE TRADED
3.53%
Shares18.6K
Event2026-06-30
Filed2026-07-20
CALF
PACER FDS TR
-0.98%
Shares7.0K
Event2026-06-30
Filed2026-07-20
CVS
CVS HEALTH CORP
106.79%
Shares3.4K
Event2026-06-30
Filed2026-07-20
GM
GENERAL MTRS CO
-2.07%
Shares4.5K
Event2026-06-30
Filed2026-07-20
COF
CAPITAL ONE FINL CORP
-1.05%
Shares1.7K
Event2026-06-30
Filed2026-07-20
VO
VANGUARD INDEX FDS
347.97%
Shares4.2K
Event2026-06-30
Filed2026-07-20
AMD
ADVANCED MICRO DEVICES INC
406.14%
Shares577
Event2026-06-30
Filed2026-07-20
ANET
ARISTA NETWORKS INC
52.91%
Shares2.0K
Event2026-06-30
Filed2026-07-20
CI
THE CIGNA GROUP
-14.85%
Shares1.2K
Event2026-06-30
Filed2026-07-20
EMBX
VANECK FDS
1.37%
Shares6.5K
Event2026-06-30
Filed2026-07-20
WCMI
FIRST TR EXCHANGE-TRADED FD
10.74%
Shares16.7K
Event2026-06-30
Filed2026-07-20
UBER
UBER TECHNOLOGIES INC
-1.02%
Shares4.4K
Event2026-06-30
Filed2026-07-20
GEV
GE VERNOVA INC
3.41%
Shares273
Event2026-06-30
Filed2026-07-20
PEP
PEPSICO INC
36.29%
Shares2.3K
Event2026-06-30
Filed2026-07-20
ISRG
INTUITIVE SURGICAL INC
31.64%
Shares778
Event2026-06-30
Filed2026-07-20
IWO
ISHARES TR
-1.77%
Shares779
Event2026-06-30
Filed2026-07-20
HLT
HILTON WORLDWIDE HLDGS INC
-20.94%
Shares925
Event2026-06-30
Filed2026-07-20
FVD
FIRST TR EXCHANGE-TRADED FD
-4.43%
Shares6.1K
Event2026-06-30
Filed2026-07-20
NOC
NORTHROP GRUMMAN CORP
-3.37%
Shares574
Event2026-06-30
Filed2026-07-20
VANECK ETF TRUST
VANECK ETF TRUST
-1.38%
Shares3.9K
Event2026-06-30
Filed2026-07-20
ITOT
ISHARES TR
0.74%
Shares1.8K
Event2026-06-30
Filed2026-07-20
CORTEVA INC
CORTEVA INC
-4.05%
Shares3.4K
Event2026-06-30
Filed2026-07-20
SCHP
SCHWAB STRATEGIC TR
New
Shares10.8K
Event2026-06-30
Filed2026-07-20
ISHARES TR
ISHARES TR
7.33%
Shares3.0K
Event2026-06-30
Filed2026-07-20
PHM
PULTE GROUP INC
-1.28%
Shares2.1K
Event2026-06-30
Filed2026-07-20
GWW
WW GRAINGER INC
-1.43%
Shares207
Event2026-06-30
Filed2026-07-20
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-0.63%
Shares2.4K
Event2026-06-30
Filed2026-07-20
NRG
NRG ENERGY INC
82.38%
Shares1.9K
Event2026-06-30
Filed2026-07-20
APPLIED MATLS INC
APPLIED MATLS INC
11.99%
Shares383
Event2026-06-30
Filed2026-07-20
COP
CONOCOPHILLIPS
0.23%
Shares2.6K
Event2026-06-30
Filed2026-07-20
BA
BOEING CO
0.16%
Shares1.3K
Event2026-06-30
Filed2026-07-20
VOE
VANGUARD INDEX FDS
42.34%
Shares1.4K
Event2026-06-30
Filed2026-07-20
VYM
VANGUARD WHITEHALL FDS
23.32%
Shares1.7K
Event2026-06-30
Filed2026-07-20
JCPB
J P MORGAN EXCHANGE TRADED F
-12.75%
Shares5.6K
Event2026-06-30
Filed2026-07-20
AWK
AMERICAN WTR WKS CO INC NEW
23.73%
Shares2.0K
Event2026-06-30
Filed2026-07-20
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares1.1K
Event2026-06-30
Filed2026-07-20
NRK
NUVEEN NY AMT FREE
0.00%
Shares23.8K
Event2026-06-30
Filed2026-07-20
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares1.2K
Event2026-06-30
Filed2026-07-20
MTUM
ISHARES TR
85.25%
Shares741
Event2026-06-30
Filed2026-07-20
CARR
CARRIER GLOBAL CORPORATION
-5.98%
Shares3.5K
Event2026-06-30
Filed2026-07-20
LRCX
LAM RESEARCH CORP
0.34%
Shares585
Event2026-06-30
Filed2026-07-20
VEA
VANGUARD TAX-MANAGED FDS
12.66%
Shares3.5K
Event2026-06-30
Filed2026-07-20
IMCG
ISHARES TR
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-20
DOV
DOVER CORP
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-20
MUB
ISHARES TR
20.61%
Shares2.3K
Event2026-06-30
Filed2026-07-20
BX
BLACKSTONE INC
30.88%
Shares2.1K
Event2026-06-30
Filed2026-07-20
SPGP
INVESCO EXCHANGE TRADED FD T
1.41%
Shares2.0K
Event2026-06-30
Filed2026-07-20
GLD
SPDR GOLD TR
0.76%
Shares667
Event2026-06-30
Filed2026-07-20
PFE
PFIZER INC
2.25%
Shares10.2K
Event2026-06-30
Filed2026-07-20
AB ACTIVE ETFS INC
AB ACTIVE ETFS INC
0.71%
Shares9.7K
Event2026-06-30
Filed2026-07-20
CGMS
CAPITAL GRP FIXED INCM ETF T
-13.81%
Shares8.7K
Event2026-06-30
Filed2026-07-20
EFG
ISHARES TR
3.41%
Shares1.9K
Event2026-06-30
Filed2026-07-20
DYNF
BLACKROCK ETF TRUST
13.92%
Shares3.5K
Event2026-06-30
Filed2026-07-20
CL
COLGATE PALMOLIVE CO
0.47%
Shares2.6K
Event2026-06-30
Filed2026-07-20
IEMG
ISHARES INC
-21.57%
Shares2.9K
Event2026-06-30
Filed2026-07-20
ICOW
PACER FDS TR
0.14%
Shares5.6K
Event2026-06-30
Filed2026-07-20
IBRX
IMMUNITYBIO INC
12.39%
Shares26.6K
Event2026-06-30
Filed2026-07-20
VUG
VANGUARD INDEX FDS
843.71%
Shares2.7K
Event2026-06-30
Filed2026-07-20
LHX
L3HARRIS TECHNOLOGIES INC
-4.02%
Shares788
Event2026-06-30
Filed2026-07-20
ABT
ABBOTT LABORATORIES
-2.36%
Shares2.5K
Event2026-06-30
Filed2026-07-20
NBIS
NEBIUS GROUP N.V.
2.05%
Shares798
Event2026-06-30
Filed2026-07-20
HSY
HERSHEY CO
108.74%
Shares1.2K
Event2026-06-30
Filed2026-07-20
DSTL
ETF SER SOLUTIONS
0.59%
Shares3.6K
Event2026-06-30
Filed2026-07-20
REGN
REGENERON PHARMACEUTICALS
-3.95%
Shares340
Event2026-06-30
Filed2026-07-20
MCD
MCDONALDS CORP
167.12%
Shares780
Event2026-06-30
Filed2026-07-20
ABNB
AIRBNB INC
-12.37%
Shares1.5K
Event2026-06-30
Filed2026-07-20
ISCG
ISHARES TR
0.00%
Shares3.1K
Event2026-06-30
Filed2026-07-20
CGHM
CAPITAL GRP FIXED INCM ETF T
0.95%
Shares7.9K
Event2026-06-30
Filed2026-07-20
VIG
VANGUARD SPECIALIZED FUNDS
138.50%
Shares861
Event2026-06-30
Filed2026-07-20
PWB
INVESCO EXCHANGE TRADED FD T
153.91%
Shares1.2K
Event2026-06-30
Filed2026-07-20
EXC
EXELON CORP
-3.40%
Shares4.3K
Event2026-06-30
Filed2026-07-20
NAN
NUVEEN NY DIVI ADV
1.11%
Shares12.7K
Event2026-06-30
Filed2026-07-20
NXP
NUVEEN SELECT TAX-FREE INCOM
0.00%
Shares10.3K
Event2026-06-30
Filed2026-07-20
DRTS
ALPHA TAU MEDICAL LTD
0.00%
Shares10.0K
Event2026-06-30
Filed2026-07-20
QS
QUANTUMSCAPE CORP
0.00%
Shares11.9K
Event2026-06-30
Filed2026-07-20
LYG
LLOYDS BANKING GROUP PLC
-2.84%
Shares14.1K
Event2026-06-30
Filed2026-07-20
SOUN
SOUNDHOUND AI INC
0.00%
Shares10.0K
Event2026-06-30
Filed2026-07-20
KEEL INFRASTRUCTURE CORP
KEEL INFRASTRUCTURE CORP
New
Shares10.0K
Event2026-06-30
Filed2026-07-20
DNN
DENISON MINES CORP
New
Shares15.9K
Event2026-06-30
Filed2026-07-20
JFB
JFB CONSTR HLDGS
New
Shares10.0K
Event2026-06-30
Filed2026-07-20
GTBP
GT BIOPHARMA INC
New
Shares81.8K
Event2026-06-30
Filed2026-07-20
BBAI
BIGBEAR AI HLDGS INC
New
Shares10.0K
Event2026-06-30
Filed2026-07-20

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Opal Wealth Advisors, LLC Institutional Holdings, Portfolio & P&L — TradeFomo