Opal Wealth Advisors, LLC has disclosed 189 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $319.00 Mil. The turnover rate is 8%.
In Opal Wealth Advisors, LLC's current portfolio as of 2024-09-30, the top 5 holdings are
Putnam Focused Large Cap Value ETF (PVAL), ClearBridge Large Cap Growth ESG ETF (LRGE), Vanguard Small Cap Value ETF (VBR), iShares Core 1-5 Year USD Bond ETF (ISTB), Apple Inc (AAPL), not including call and put options.
Opal Wealth Advisors, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Opal Wealth Advisors, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Opal Wealth Advisors, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Opal Wealth Advisors, LLC.