Opal Wealth Advisors, LLC Q1 2025 Filing

Filed April 16, 2025

Portfolio Value

$324.4B

Holdings

531

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (531 positions)

#StockSharesValue% PortfolioType
201
MAMASTERCARD INCORPORATED
299$163.9M0.05%
202
DSTLETF SER SOLUTIONS
2,970$161.1M0.05%
203
LHXL3HARRIS TECHNOLOGIES INC
761$159.3M0.05%
204
ITGARTNER INC
378$158.7M0.05%
205
ADBEADOBE INC
412$158.0M0.05%
206
CMECME GROUP INC
593$157.3M0.05%
207
AJGGALLAGHER ARTHUR J & CO
453$156.4M0.05%
208
APDAIR PRODS & CHEMS INC
530$156.3M0.05%
209
REGNREGENERON PHARMACEUTICALS
244$154.8M0.05%
210
PYPLPAYPAL HLDGS INC
2,353$153.5M0.05%
211
GILDGILEAD SCIENCES INC
1,364$152.9M0.05%
212
RACEFERRARI N V
356$152.3M0.05%
213
SPOTSPOTIFY TECHNOLOGY S A
276$151.8M0.05%
214
XLBSELECT SECTOR SPDR TR
1,750$150.4M0.05%
215
BSXBOSTON SCIENTIFIC CORP
1,490$150.3M0.05%
216
TRMBTRIMBLE INC
2,265$148.7M0.05%
217
PGPROCTER AND GAMBLE CO
872$148.7M0.05%
218
VUGVANGUARD INDEX FDS
401$148.6M0.05%
219
CNCCENTENE CORP DEL
2,431$147.6M0.05%
220
STXSEAGATE TECHNOLOGY HLDNGS PL
1,710$145.3M0.04%
221
AEPAMERICAN ELEC PWR CO INC
1,324$144.7M0.04%
222
OXYOCCIDENTAL PETE CORP
2,895$142.9M0.04%
223
MNSTMONSTER BEVERAGE CORP NEW
2,430$142.2M0.04%
224
ISCGISHARES TR
3,146$141.7M0.04%
225
AMEAMETEK INC
819$141.0M0.04%
226
BMYBRISTOL-MYERS SQUIBB CO
2,306$140.6M0.04%
227
EMNEASTMAN CHEM CO
1,584$139.6M0.04%
228
CITHE CIGNA GROUP
420$138.2M0.04%
229
DHRDANAHER CORPORATION
674$138.2M0.04%
230
CHTRCHARTER COMMUNICATIONS INC N
374$137.8M0.04%
231
SLBSCHLUMBERGER LTD
3,272$136.8M0.04%
232
NANNUVEEN NEW YORK QLT MUN INC
12,008$136.7M0.04%
233
PYLDPIMCO ETF TR
4,989$131.5M0.04%
234
VOEVANGUARD INDEX FDS
799$128.3M0.04%
235
BRBROADRIDGE FINL SOLUTIONS IN
528$128.0M0.04%
236
TRUTRANSUNION
1,535$127.4M0.04%
237
CARRCARRIER GLOBAL CORPORATION
2,009$127.4M0.04%
238
WQTMWISDOMTREE TR
3,912$126.9M0.04%
239
TXNTEXAS INSTRS INC
704$126.4M0.04%
240
SNPSSYNOPSYS INC
293$125.7M0.04%
241
GQ9SPDR GOLD TR
433$124.8M0.04%
242
NOWSERVICENOW INC
156$124.2M0.04%
243
VBKVANGUARD INDEX FDS
489$123.1M0.04%
244
ENBENBRIDGE INC
2,772$122.8M0.04%
245
EWJISHARES INC
1,773$121.6M0.04%
246
PEPPEPSICO INC
809$121.3M0.04%
247
SHELSHELL PLC
1,640$120.2M0.04%
248
PLDPROLOGIS INC.
1,066$119.1M0.04%
249
NBBNUVEEN TAXABLE MUNICPAL INM
7,429$119.0M0.04%
250
IEMGISHARES INC
2,183$117.8M0.04%
251
BALLBALL CORP
2,254$117.4M0.04%
252
ICLRICON PLC
666$116.5M0.04%
253
ITBISHARES TR
1,224$116.5M0.04%
254
JEPIJ P MORGAN EXCHANGE TRADED F
2,024$115.7M0.04%
255
CVSCVS HEALTH CORP
1,698$115.1M0.04%
256
BDXBECTON DICKINSON & CO
502$115.0M0.04%
257
CPCANADIAN PACIFIC KANSAS CITY
1,629$114.4M0.04%
258
OKEONEOK INC NEW
1,119$111.0M0.03%
259
VONVVANGUARD SCOTTSDALE FDS
1,304$107.6M0.03%
260
XNXNXNUVEEN N Y SELECT TAX FREE I
9,055$107.0M0.03%
261
IBNICICI BANK LIMITED
3,386$106.7M0.03%
262
UHALU HAUL HOLDING COMPANY
1,607$105.0M0.03%
263
IXJISHARES TR
1,149$104.8M0.03%
264
AGGYWISDOMTREE TR
2,402$104.3M0.03%
265
SUSAISHARES TR
908$104.3M0.03%
266
EPDENTERPRISE PRODS PARTNERS L
3,047$104.0M0.03%
267
BBNBLACKROCK TAX MUNICPAL BD TR
6,230$103.9M0.03%
268
ESEVERSOURCE ENERGY
1,663$103.3M0.03%
269
BLKBLACKROCK INC
109$103.2M0.03%
270
MCDMCDONALDS CORP
329$102.8M0.03%
271
DYHTARGET CORP
984$102.7M0.03%
272
EFXEQUIFAX INC
418$101.8M0.03%
273
CSLCARLISLE COS INC
298$101.5M0.03%
274
TFXTELEFLEX INCORPORATED
724$100.0M0.03%
275
ITOTISHARES TR
815$99.5M0.03%
276
ACGLARCH CAP GROUP LTD
1,016$97.7M0.03%
277
IAU*ISHARES GOLD TR
1,641$96.8M0.03%
278
SHOPSHOPIFY INC
1,010$96.4M0.03%
279
ADSKAUTODESK INC
365$95.6M0.03%
280
PZAINVESCO EXCH TRADED FD TR II
4,145$95.5M0.03%
281
VONGVANGUARD SCOTTSDALE FDS
1,027$95.3M0.03%
282
VIGIVANGUARD WHITEHALL FDS
1,120$92.9M0.03%
283
PLTRPALANTIR TECHNOLOGIES INC
1,070$90.3M0.03%
284
MSCIMSCI INC
159$89.9M0.03%
285
MGMMGM RESORTS INTERNATIONAL
3,018$89.5M0.03%
286
AMTAMERICAN TOWER CORP NEW
411$89.4M0.03%
287
GEVGE VERNOVA INC
292$89.1M0.03%
288
OVVOVINTIV INC
2,056$88.0M0.03%
289
MLB1MERCADOLIBRE INC
45$87.8M0.03%
290
INVHINVITATION HOMES INC
2,470$86.1M0.03%
291
QYLDGLOBAL X FDS
5,155$85.7M0.03%
292
FUMBFIRST TR EXCH TRADED FD III
4,204$84.5M0.03%
293
BUGGLOBAL X FDS
2,583$83.5M0.03%
294
KKRKKR & CO INC
709$82.0M0.03%
295
VRTXVERTEX PHARMACEUTICALS INC
169$81.9M0.03%
296
PAYXPAYCHEX INC
529$81.6M0.03%
297
WMWASTE MGMT INC DEL
341$78.9M0.02%
298
IVWISHARES TR
848$78.7M0.02%
299
VDEVANGUARD WORLD FD
602$78.1M0.02%
300
CPNGCOUPANG INC
3,543$77.7M0.02%
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