Opes Wealth Management LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$495.5B
Holdings
143
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (143 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NOWSERVICENOW INC | 492 | $391.7M | 0.08% | |
| 102 | ROKUROKU INC | 5,525 | $389.2M | 0.08% | |
| 103 | ABTABBOTT LABS | 2,854 | $378.6M | 0.08% | |
| 104 | CMECME GROUP INC | 1,413 | $374.9M | 0.08% | |
| 105 | AMATAPPLIED MATLS INC | 2,512 | $364.5M | 0.07% | |
| 106 | EAGGISHARES TR | 7,382 | $350.5M | 0.07% | |
| 107 | DISDISNEY WALT CO | 3,361 | $331.7M | 0.07% | |
| 108 | OKTAOKTA INC | 3,115 | $327.8M | 0.07% | |
| 109 | VVISA INC | 929 | $325.6M | 0.07% | |
| 110 | VUGVANGUARD INDEX FDS | 866 | $321.1M | 0.06% | |
| 111 | ORCLORACLE CORP | 2,286 | $319.6M | 0.06% | |
| 112 | SCHZSCHWAB STRATEGIC TR | 13,594 | $314.8M | 0.06% | |
| 113 | INTCINTEL CORP | 13,764 | $312.6M | 0.06% | |
| 114 | NEENEXTERA ENERGY INC | 4,357 | $308.9M | 0.06% | |
| 115 | ICLNISHARES TR | 26,592 | $303.7M | 0.06% | |
| 116 | WMTWALMART INC | 3,433 | $301.4M | 0.06% | |
| 117 | VVVANGUARD INDEX FDS | 1,168 | $300.2M | 0.06% | |
| 118 | DGRSWISDOMTREE TR | 6,385 | $296.9M | 0.06% | |
| 119 | AQLTISHARES TR | 14,445 | $296.0M | 0.06% | |
| 120 | QUALISHARES TR | 1,727 | $295.2M | 0.06% | |
| 121 | EFVISHARES TR | 4,958 | $292.2M | 0.06% | |
| 122 | RTXRTX CORPORATION | 2,140 | $283.5M | 0.06% | |
| 123 | AMDADVANCED MICRO DEVICES INC | 2,735 | $281.0M | 0.06% | |
| 124 | JPMJPMORGAN CHASE & CO. | 1,140 | $279.7M | 0.06% | |
| 125 | UNPUNION PAC CORP | 1,179 | $278.5M | 0.06% | |
| 126 | LLYELI LILLY & CO | 337 | $278.4M | 0.06% | |
| 127 | IVVISHARES TR | 491 | $276.0M | 0.06% | |
| 128 | GTOINVESCO ACTIVELY MANAGED EXC | 5,868 | $275.4M | 0.06% | |
| 129 | TIPISHARES TR | 2,451 | $272.3M | 0.05% | |
| 130 | HEFAISHARES TR | 7,452 | $270.4M | 0.05% | |
| 131 | VTIVANGUARD INDEX FDS | 935 | $256.9M | 0.05% | |
| 132 | CVXCHEVRON CORP NEW | 1,490 | $249.3M | 0.05% | |
| 133 | IBMINTERNATIONAL BUSINESS MACHS | 984 | $244.7M | 0.05% | |
| 134 | PLTRPALANTIR TECHNOLOGIES INC | 2,685 | $226.6M | 0.05% | |
| 135 | ULUNILEVER PLC | 3,761 | $224.0M | 0.05% | |
| 136 | NKENIKE INC | 3,494 | $221.8M | 0.04% | |
| 137 | BNDXVANGUARD CHARLOTTE FDS | 4,513 | $220.3M | 0.04% | |
| 138 | HDHOME DEPOT INC | 598 | $219.2M | 0.04% | |
| 139 | IDEVISHARES TR | 3,124 | $215.2M | 0.04% | |
| 140 | VTVVANGUARD INDEX FDS | 1,228 | $212.1M | 0.04% | |
| 141 | SPTMSPDR SER TR | 3,030 | $206.1M | 0.04% | |
| 142 | SLQTSELECTQUOTE INC | 59,520 | $198.8M | 0.04% | |
| 143 | ONTFON24 INC | 32,500 | $169.0M | 0.03% |
PreviousPage 2 of 2