Opes Wealth Management LLC Q3 2025 Filing
Filed November 24, 2025
Portfolio Value
$577.9M
Holdings
143
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (143 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CMECME GROUP INC | 1,424 | $384K | 0.07% | |
| 102 | INTCINTEL CORP | 10,855 | $364K | 0.06% | |
| 103 | EAGGISHARES TR | 7,547 | $362K | 0.06% | |
| 104 | BNDVANGUARD BD INDEX FDS | 4,826 | $358K | 0.06% | |
| 105 | AKAMAKAMAI TECHNOLOGIES INC | 4,717 | $357K | 0.06% | |
| 106 | VTIVANGUARD INDEX FDS | 1,084 | $355K | 0.06% | |
| 107 | TSLATESLA INC | 789 | $350K | 0.06% | |
| 108 | SONYSONY GROUP CORP | 11,965 | $344K | 0.06% | |
| 109 | AQLTISHARES TR | 14,445 | $341K | 0.06% | |
| 110 | EFVISHARES TR | 4,958 | $336K | 0.06% | |
| 111 | VVVANGUARD INDEX FDS | 1,093 | $336K | 0.06% | |
| 112 | CRMSALESFORCE INC | 1,413 | $334K | 0.06% | |
| 113 | CLXCLOROX CO DEL | 2,671 | $329K | 0.06% | |
| 114 | DISDISNEY WALT CO | 2,855 | $326K | 0.06% | |
| 115 | NEENEXTERA ENERGY INC | 4,291 | $323K | 0.06% | |
| 116 | LLYELI LILLY & CO | 417 | $318K | 0.06% | |
| 117 | IVVISHARES TR | 461 | $308K | 0.05% | |
| 118 | UNPUNION PAC CORP | 1,218 | $287K | 0.05% | |
| 119 | FFEBFIRST TR EXCHNG TRADED FD VI | 5,204 | $286K | 0.05% | |
| 120 | VVISA INC | 839 | $286K | 0.05% | |
| 121 | CRWDCROWDSTRIKE HLDGS INC | 572 | $280K | 0.05% | |
| 122 | IBMINTERNATIONAL BUSINESS MACHS | 989 | $279K | 0.05% | |
| 123 | OKTAOKTA INC | 3,010 | $276K | 0.05% | |
| 124 | ABTABBOTT LABS | 2,068 | $276K | 0.05% | |
| 125 | QUALISHARES TR | 1,388 | $269K | 0.05% | |
| 126 | RTXRTX CORPORATION | 1,585 | $265K | 0.05% | |
| 127 | WMTWALMART INC | 2,557 | $263K | 0.05% | |
| 128 | PEPPEPSICO INC | 1,827 | $256K | 0.04% | |
| 129 | IDEVISHARES TR | 3,124 | $250K | 0.04% | |
| 130 | SCHZSCHWAB STRATEGIC TR | 10,577 | $248K | 0.04% | |
| 131 | JPMJPMORGAN CHASE & CO. | 781 | $246K | 0.04% | |
| 132 | SPTMSPDR SERIES TRUST | 3,027 | $244K | 0.04% | |
| 133 | URIUNITED RENTALS INC | 255 | $243K | 0.04% | |
| 134 | HDHOME DEPOT INC | 584 | $236K | 0.04% | |
| 135 | GDGENERAL DYNAMICS CORP | 679 | $231K | 0.04% | |
| 136 | VTVVANGUARD INDEX FDS | 1,228 | $229K | 0.04% | |
| 137 | KLACKLA CORP | 212 | $228K | 0.04% | |
| 138 | CVXCHEVRON CORP NEW | 1,450 | $225K | 0.04% | |
| 139 | COSTCOSTCO WHSL CORP NEW | 243 | $224K | 0.04% | |
| 140 | XELXCEL ENERGY INC | 2,648 | $213K | 0.04% | |
| 141 | ONTFON24 INC | 32,500 | $185K | 0.03% | |
| 142 | SLQTSELECTQUOTE INC | 59,520 | $116K | 0.02% | |
| 143 | SRTSSENSUS HEALTHCARE INC | 16,065 | $50K | 0.01% |
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