Opal Wealth Advisors, LLC Q2 2025 Filing

Filed July 14, 2025

Portfolio Value

$360.5M

Holdings

566

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (566 positions)

StockValue
ULUNILEVER PLC
$79K
OVVOVINTIV INC
$78K
BRBROADRIDGE FINL SOLUTIONS IN
$78K
GDDYGODADDY INC
$77K
STESTERIS PLC
$75K
VRSKVERISK ANALYTICS INC
$75K
SNNSMITH & NEPHEW PLC
$74K
IXJISHARES TR
$74K
BMYBRISTOL-MYERS SQUIBB CO
$74K
ITBISHARES TR
$73K
ETRENTERGY CORP NEW
$73K
VRTXVERTEX PHARMACEUTICALS INC
$73K
OTISOTIS WORLDWIDE CORP
$73K
MDTMEDTRONIC PLC
$72K
JPSTJ P MORGAN EXCHANGE TRADED F
$72K
VDEVANGUARD WORLD FD
$72K
KLACKLA CORP
$72K
ARESARES MANAGEMENT CORPORATION
$72K
EMLPFIRST TR EXCHANGE-TRADED FD
$71K
SMHVANECK ETF TRUST
$71K
WMBWILLIAMS COS INC
$70K
ATOATMOS ENERGY CORP
$69K
PAYXPAYCHEX INC
$69K
SONYSONY GROUP CORP
$69K
EWEDWARDS LIFESCIENCES CORP
$68K
WTMWHITE MTNS INS GROUP LTD
$68K
WCNWASTE CONNECTIONS INC
$68K
MLPXGLOBAL X FDS
$68K
ORLYOREILLY AUTOMOTIVE INC
$68K
QSQUANTUMSCAPE CORP
$67K
NXPINXP SEMICONDUCTORS N V
$67K
PIIPOLARIS INC
$67K
ARKKARK ETF TR
$66K
CEGCONSTELLATION ENERGY CORP
$66K
MPWRMONOLITHIC PWR SYS INC
$66K
CRWDCROWDSTRIKE HLDGS INC
$65K
GDGENERAL DYNAMICS CORP
$65K
BONDPIMCO ETF TR
$64K
IGVISHARES TR
$64K
APPAPPLOVIN CORP
$64K
MIGAMICROSTRATEGY INC
$63K
JGROJ P MORGAN EXCHANGE TRADED F
$63K
ADSKAUTODESK INC
$63K
SOSOUTHERN CO
$62K
METMETLIFE INC
$61K
VONEVANGUARD SCOTTSDALE FDS
$60K
MFCMANULIFE FINL CORP
$60K
WELLWELLTOWER INC
$59K
DWDMORGAN STANLEY
$59K
VIGVANGUARD SPECIALIZED FUNDS
$58K
FUMBFIRST TR EXCH TRADED FD III
$58K
TEAMATLASSIAN CORPORATION
$58K
AMRALPHA METALLURGICAL RESOUR I
$57K
ADPAUTOMATIC DATA PROCESSING IN
$57K
FNVFRANCO NEV CORP
$57K
TRVTRAVELERS COMPANIES INC
$57K
GSKGSK PLC
$57K
LRCXLAM RESEARCH CORP
$56K
DDOGDATADOG INC
$56K
VISVANGUARD WORLD FD
$56K
QUALISHARES TR
$55K
OKEONEOK INC NEW
$55K
BPBP PLC
$55K
COHRCOHERENT CORP
$55K
CMGCHIPOTLE MEXICAN GRILL INC
$54K
DCIDONALDSON INC
$54K
SLDESLIDE INS HLDGS INC
$53K
BCSBARCLAYS PLC
$53K
PHPARKER-HANNIFIN CORP
$53K
DTDYNATRACE INC
$53K
8CWCROWN CASTLE INC
$52K
CGHMCAPITAL GRP FIXED INCM ETF T
$51K
HPEHEWLETT PACKARD ENTERPRISE C
$51K
BDXBECTON DICKINSON & CO
$51K
ITGARTNER INC
$51K
VODVODAFONE GROUP PLC NEW
$50K
WSTWEST PHARMACEUTICAL SVSC INC
$49K
FQIDIGITAL RLTY TR INC
$49K
MUMICRON TECHNOLOGY INC
$48K
IFRAISHARES TR
$47K
PJTPJT PARTNERS INC
$46K
WFCWELLS FARGO CO NEW
$46K
CGBLCAPITAL GROUP CORE BALANCED
$46K
EUFNISHARES TR
$45K
SITMSITIME CORP
$45K
CHDCHURCH & DWIGHT CO INC
$45K
VLTOVERALTO CORP
$45K
TPRTAPESTRY INC
$44K
AMEAMETEK INC
$44K
ECLECOLAB INC
$44K
MDLZMONDELEZ INTL INC
$44K
DHSWISDOMTREE TR
$44K
CSXCSX CORP
$44K
AITAPPLIED INDL TECHNOLOGIES IN
$43K
IWDISHARES TR
$43K
XLBSELECT SECTOR SPDR TR
$43K
ENSGENSIGN GROUP INC
$43K
DAPPVANECK ETF TRUST
$43K
VCSHVANGUARD SCOTTSDALE FDS
$43K
MLMMARTIN MARIETTA MATLS INC
$43K
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