Opes Wealth Management LLC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$563.2B
Holdings
145
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (145 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ADBEADOBE INC | 1,128 | $436.4M | 0.08% | |
| 102 | AMATAPPLIED MATLS INC | 2,282 | $417.8M | 0.07% | |
| 103 | IBMINTERNATIONAL BUSINESS MACHS | 1,384 | $408.0M | 0.07% | |
| 104 | CRMSALESFORCE INC | 1,480 | $403.6M | 0.07% | |
| 105 | DISDISNEY WALT CO | 3,221 | $399.4M | 0.07% | |
| 106 | CMECME GROUP INC | 1,413 | $389.5M | 0.07% | |
| 107 | AMDADVANCED MICRO DEVICES INC | 2,725 | $386.7M | 0.07% | |
| 108 | AKAMAKAMAI TECHNOLOGIES INC | 4,712 | $375.8M | 0.07% | |
| 109 | PLTRPALANTIR TECHNOLOGIES INC | 2,680 | $365.3M | 0.06% | |
| 110 | VTIVANGUARD INDEX FDS | 1,202 | $365.3M | 0.06% | |
| 111 | EAGGISHARES TR | 7,492 | $356.2M | 0.06% | |
| 112 | NEENEXTERA ENERGY INC | 5,084 | $352.9M | 0.06% | |
| 113 | DGRSWISDOMTREE TR | 7,510 | $349.6M | 0.06% | |
| 114 | ICLNISHARES TR | 26,592 | $348.6M | 0.06% | |
| 115 | CLXCLOROX CO DEL | 2,671 | $320.7M | 0.06% | |
| 116 | EFVISHARES TR | 4,958 | $314.7M | 0.06% | |
| 117 | SONYSONY GROUP CORP | 12,015 | $312.8M | 0.06% | |
| 118 | VVVANGUARD INDEX FDS | 1,093 | $311.8M | 0.06% | |
| 119 | QUALISHARES TR | 1,700 | $310.8M | 0.06% | |
| 120 | ABTABBOTT LABS | 2,273 | $309.2M | 0.05% | |
| 121 | OKTAOKTA INC | 3,010 | $300.9M | 0.05% | |
| 122 | AQLTISHARES TR | 14,445 | $296.3M | 0.05% | |
| 123 | VVISA INC | 813 | $288.7M | 0.05% | |
| 124 | CRWDCROWDSTRIKE HLDGS INC | 565 | $287.6M | 0.05% | |
| 125 | IVVISHARES TR | 461 | $286.4M | 0.05% | |
| 126 | FFEBFIRST TR EXCHNG TRADED FD VI | 5,423 | $284.2M | 0.05% | |
| 127 | HEFAISHARES TR | 7,452 | $282.9M | 0.05% | |
| 128 | MMM3M CO | 1,801 | $274.2M | 0.05% | |
| 129 | UNPUNION PAC CORP | 1,178 | $271.0M | 0.05% | |
| 130 | INTCINTEL CORP | 11,236 | $251.7M | 0.04% | |
| 131 | TSLATESLA INC | 759 | $241.0M | 0.04% | |
| 132 | PEPPEPSICO INC | 1,825 | $241.0M | 0.04% | |
| 133 | SCHZSCHWAB STRATEGIC TR | 10,354 | $240.6M | 0.04% | |
| 134 | IDEVISHARES TR | 3,125 | $237.6M | 0.04% | |
| 135 | RTXRTX CORPORATION | 1,602 | $233.9M | 0.04% | |
| 136 | SPTMSPDR SERIES TRUST | 3,030 | $226.9M | 0.04% | |
| 137 | VTVVANGUARD INDEX FDS | 1,281 | $226.4M | 0.04% | |
| 138 | VXUSVANGUARD STAR FDS | 3,257 | $225.0M | 0.04% | |
| 139 | BNDXVANGUARD CHARLOTTE FDS | 4,411 | $218.4M | 0.04% | |
| 140 | COSTCOSTCO WHSL CORP NEW | 216 | $213.8M | 0.04% | |
| 141 | HDHOME DEPOT INC | 569 | $208.6M | 0.04% | |
| 142 | JPMJPMORGAN CHASE & CO. | 717 | $207.8M | 0.04% | |
| 143 | CVXCHEVRON CORP NEW | 1,430 | $204.8M | 0.04% | |
| 144 | ONTFON24 INC | 32,500 | $176.5M | 0.03% | |
| 145 | SLQTSELECTQUOTE INC | 59,520 | $141.7M | 0.03% |
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