Opal Wealth Advisors, LLC
Q1 2025 13F Holdings
- Locationjericho, NY
- Num holdings
532
- Value ($000)
$324,415
- Date Filed04/16/2025
- Form type13F-HR
- CIK0001844201
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $54.44M | 17 % | 1,429,509 | ||
LRGE LEGG MASON ETF INVT | CLEARBRIDEG LR | 524682200 | $39.00M | 12 % | 558,870 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $32.21M | 10 % | 172,892 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $17.82M | 6 % | 368,660 | ||
AAPL APPLE INC | COM | 037833100 | $12.85M | 4 % | 57,869 | ||
JMST J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $9.84M | 3 % | 193,433 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $7.62M | 2 % | 58,136 | ||
NCDL NUVEEN CHURCHILL DIRECT LEND | COM SHS | 67090S108 | $5.79M | 2 % | 340,892 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $4.03M | 1 % | 88,256 | ||
CWI SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 | $3.94M | 1 % | 133,355 |
Rows Per Page
10
- 10
- 50
- 100