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
FSSFEDERAL SIGNAL CORP
$43K
CDWCDW CORP
$42K
MLIMUELLER INDS INC
$42K
USBUS BANCORP DEL
$42K
TRMBTRIMBLE INC
$42K
XJPIXNUVEEN PFD SECS & INC OPPTY
$42K
PBVPRESTIGE CONSMR HEALTHCARE I
$41K
ULSTSSGA ACTIVE ETF TR
$41K
AMHAMERICAN HOMES 4 RENT
$41K
TTTRANE TECHNOLOGIES PLC
$41K
SNOWSNOWFLAKE INC
$40K
ESEESCO TECHNOLOGIES INC
$40K
PLMRPALOMAR HLDGS INC
$40K
IDAIDACORP INC
$39K
WF2WINTRUST FINL CORP
$39K
VVVVALVOLINE INC
$39K
DGRWWISDOMTREE TR
$39K
PAYCPAYCOM SOFTWARE INC
$39K
SRESEMPRA
$39K
PNCPNC FINL SVCS GROUP INC
$39K
BDCBELDEN INC
$38K
VCTRVICTORY CAP HLDGS INC
$38K
NPOENPRO INC
$38K
LGNDLIGAND PHARMACEUTICALS INC
$38K
CMICUMMINS INC
$37K
KDKYNDRYL HLDGS INC
$37K
UPSUNITED PARCEL SERVICE INC
$37K
CASHPATHWARD FINANCIAL INC
$36K
BNDVANGUARD BD INDEX FDS
$36K
NMIHNMI HLDGS INC
$36K
KMIKINDER MORGAN INC DEL
$36K
NXPNUVEEN SELECT TAX-FREE INCOM
$36K
PSAPUBLIC STORAGE OPER CO
$36K
MODMODINE MFG CO
$36K
NNYNUVEEN N Y MUN VALUE FD
$36K
CWSTCASELLA WASTE SYS INC
$36K
ROSTROSS STORES INC
$36K
ITA*ISHARES TR
$35K
LYGLLOYDS BANKING GROUP PLC
$35K
TSCOTRACTOR SUPPLY CO
$35K
NKENIKE INC
$35K
BTCGRAYSCALE BITCOIN MINI TR ET
$35K
PRFINVESCO EXCHANGE TRADED FD T
$35K
MTSIMACOM TECH SOLUTIONS HLDGS I
$35K
HURNHURON CONSULTING GROUP INC
$35K
OLLIOLLIES BARGAIN OUTLET HLDGS
$35K
FW2NBANNER CORP
$35K
MZTILANCASTER COLONY CORP
$34K
HLNHALEON PLC
$33K
SBG1SEACOAST BKG CORP FLA
$33K
KEXKIRBY CORP
$33K
MGYMAGNOLIA OIL & GAS CORP
$33K
TTDTHE TRADE DESK INC
$33K
LMBLIMBACH HLDGS INC
$32K
WSBCWESBANCO INC
$32K
EVTCEVERTEC INC
$32K
VXUSVANGUARD STAR FDS
$32K
PICKISHARES INC
$32K
SLBSCHLUMBERGER LTD
$31K
MBBISHARES TR
$31K
ENVAENOVA INTL INC
$31K
DRTSALPHA TAU MEDICAL LTD
$31K
LENLENNAR CORP
$31K
HBC2HSBC HLDGS PLC
$31K
EAELECTRONIC ARTS INC
$31K
VBTXVERITEX HLDGS INC
$31K
AVBAVALONBAY CMNTYS INC
$31K
NDAQNASDAQ INC
$31K
MUFGMITSUBISHI UFJ FINL GROUP IN
$31K
LDURPIMCO ETF TR
$30K
TELTE CONNECTIVITY PLC
$30K
ITGRINTEGER HLDGS CORP
$30K
STRLSTERLING INFRASTRUCTURE INC
$30K
MTDRMATADOR RES CO
$30K
MMSIMERIT MED SYS INC
$30K
A4SAMERIPRISE FINL INC
$30K
MEARISHARES U S ETF TR
$30K
CYBRCYBERARK SOFTWARE LTD
$30K
IDXXIDEXX LABS INC
$29K
VMCVULCAN MATLS CO
$29K
PRUPRUDENTIAL FINL INC
$29K
CBCHUBB LIMITED
$29K
EFVISHARES TR
$29K
EFSCENTERPRISE FINL SVCS CORP
$29K
LPGDORIAN LPG LTD
$29K
IWMISHARES TR
$28K
OSWONESPAWORLD HOLDINGS LIMITED
$28K
ETHVVANECK ETHEREUM TR
$28K
HFXINEW YORK LIFE INVESTMENTS ET
$28K
FNFFIDELITY NATIONAL FINANCIAL
$28K
PNRPENTAIR PLC
$28K
USRTISHARES TR
$28K
KRGKITE RLTY GROUP TR
$28K
BKBANK NEW YORK MELLON CORP
$28K
BLCVBLACKROCK ETF TRUST
$27K
EVREVERCORE INC
$27K
LMATLEMAITRE VASCULAR INC
$27K
RCLROYAL CARIBBEAN GROUP
$27K
TRUTRANSUNION
$27K
XYLDGLOBAL X FDS
$27K
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