Opulen Financial Group LLC
Q1 2025 13F Holdings
- Locationarlington, VA
- Num holdings
90
- Value ($000)
$110,104
- Date Filed05/02/2025
- Form type13F-HR
- CIK0002055099
- 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 |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $14.11M | 13 % | 504,648 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $12.69M | 12 % | 22,690 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $7.36M | 7 % | 185,505 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.68M | 4 % | 24,604 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $3.84M | 4 % | 6,835 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $3.48M | 3 % | 20,228 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3.32M | 3 % | 6,452 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $2.45M | 2 % | 13,173 | ||
BSCT INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | $2.40M | 2 % | 129,490 | ||
BSCU INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 | $2.25M | 2 % | 135,498 |
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