Fund HoldingsOpal Wealth Advisors, LLC

Total Portfolio Value
$294.85M
Total Bought
$70.26M
Total Sold
$32.32M
Net Transaction
+$37.95M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
PUTNAM ETF TRUST01,056,925+1,056,925037,76412.81%+37,764
LEGG MASON ETF INVT395,918488,812+92,89423,62832,79411.12%+9,166
VANGUARD INDEX FDS0103,907+103,907019,9386.76%+19,938
FIDELITY MERRIMACK STR TR35,18256,544+21,3621,6202,5620.87%+942
NVIDIA CORPORATION(NVDA)2,2502,270+201,1142,0510.70%+937
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
127,425144,767+17,3426,4667,3452.49%+880
SELECT SECTOR SPDR TR
ST STR INDL ETF
56,93457,233+2996,4907,2092.45%+719
VANGUARD INDEX FDS01,066+1,06605120.17%+512
VANECK ETF TRUST
MRNGSTR WDE MOAT
23,68127,592+3,9112,0102,4810.84%+471
ISHARES TR41,65741,205-4527,2447,6982.61%+454
SPDR INDEX SHS FDS
ST STR ACWI ETF
84,51994,356+9,8372,2852,6800.91%+394
VANECK ETF TRUST
IG FLOA RATE ETF
56,00770,341+14,3341,4091,7940.61%+386
JANUS DETROIT STR TR
HENDRSON AAA CL
021,653+21,65301,0990.37%+1,099
SPDR SER TR
ST STR P500GRW
31,40633,014+1,6082,0432,4150.82%+372
SPDR SER TR
ST STR P500VAL
33,93938,724+4,7851,5831,9400.66%+358
META PLATFORMS INC(META)2,2642,349+858011,1410.39%+339
VANGUARD STAR FDS05,530+5,53003330.11%+333
ISHARES TR020,898+20,89802,1730.74%+2,173
VANGUARD BD INDEX FDS3,4387,923+4,4852535750.20%+323
UNITED RENTALS INC(URI)0418+41803010.10%+301
OREILLY AUTOMOTIVE INC(ORLY)0263+26302970.10%+297
AMERICAN CENTY ETF TR100,96299,830-1,1329,0669,3553.17%+289
NUVEEN NEW YORK AMT QLT MUNI(NRK)026,130+26,13002840.10%+284
SPDR S&P 500 ETF TR(SPY)7,2047,076-1283,4243,7011.26%+277
GRAYSCALE BITCOIN TR BTC(GBTC)04,145+4,14502620.09%+262
EATON CORP PLC(ETN)0819+81902560.09%+256
AMAZON COM INC(AMZN)11,12110,775-3461,6901,9440.66%+254
PACER FDS TR
US CASH COWS 100
011,273+11,27306550.22%+655
MARTIN MARIETTA MATLS INC(MLM)0402+40202470.08%+247
FERRARI N V
COM
0559+55902440.08%+244
ADVANCED MICRO DEVICES INC(AMD)01,323+1,32302390.08%+239
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
4,9306,770+1,8404837210.24%+238
DISNEY WALT CO(DIS)7,1257,165+406438770.30%+233
APOLLO GLOBAL MGMT INC(APO)02,035+2,03502290.08%+229
VALERO ENERGY CORP(VLO)01,338+1,33802280.08%+228
COLGATE PALMOLIVE CO(CL)02,472+2,47202230.08%+223
LINDE PLC(LIN)0472+47202190.07%+219
THERMO FISHER SCIENTIFIC INC(TMO)01,110+1,11006450.22%+645
VANGUARD INDEX FDS0859+85902150.07%+215
SPDR SER TR
ST STR SP600 SML
32,55336,788+4,2351,3731,5830.54%+210
ORACLE CORP(ORCL)3,3354,422+1,0873525550.19%+204
WORKDAY INC(WDAY)0742+74202020.07%+202
ICON PLC(ICLR)0600+60002020.07%+202
UNITED STS OIL FD LP(USO)02,508+2,50801970.07%+197
NUVEEN TAXABLE MUNICPAL INM012,644+12,64401940.07%+194
MICROSOFT CORP(MSFT)10,87410,179-6954,0894,2831.45%+194
VANGUARD INTL EQUITY INDEX F03,280+3,28001920.07%+192
VANGUARD INDEX FDS01,095+1,09501920.07%+192
ELI LILLY & CO(LLY)738794+564306180.21%+187
THE CIGNA GROUP(CI)0489+48901780.06%+178
EXXON MOBIL CORP08,917+8,91701,0370.35%+1,037
UNITED PARCEL SERVICE INC(UPS)01,111+1,11101650.06%+165
UNILEVER PLC(UL)03,265+3,26501640.06%+164
MCKESSON CORP(MCK)0846+84604540.15%+454
VANECK ETF TRUST
GOLD MINERS ETF
05,057+5,05701600.05%+160
UBER TECHNOLOGIES INC(UBER)9,0229,283+2615557150.24%+159
FEDEX CORP(FDX)01,809+1,80905240.18%+524
TEXAS INSTRS INC(TXN)0880+88001530.05%+153
TELEFLEX INCORPORATED(TFX)0626+62601420.05%+142
NETFLIX INC(NFLX)1,0281,041+135016320.21%+132
VANGUARD INDEX FDS0823+82301280.04%+128
US BANCORP DEL(USB)02,817+2,81701260.04%+126
VALVOLINE INC(VVV)02,800+2,80001250.04%+125
FISERV INC(FISV)4,3694,394+255807020.24%+122
U HAUL HOLDING COMPANY01,771+1,77101200.04%+120
BANK AMERICA CORP012,538+12,53804750.16%+475
STRYKER CORPORATION(SYK)01,775+1,77506350.22%+635
VANGUARD WHITEHALL FDS03,027+3,02703660.12%+366
TRANSUNION(TRU)01,341+1,34101070.04%+107
TRIMBLE INC(TRMB)01,655+1,65501070.04%+107
WASTE CONNECTIONS INC(WCN)0604+60401040.04%+104
PACER FDS TR
US SM CAP CA ETF
8,48510,343+1,8584085080.17%+101
VANGUARD INDEX FDS4,2644,279+151,0121,1120.38%+101
ISHARES TR
CORE DIV GRWTH
13,12613,865+7397068050.27%+99
T-MOBILE US INC(TMUS)0573+5730940.03%+94
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
05,643+5,64303280.11%+328
AMERICAN EXPRESS CO(AXP)2,1392,143+44014880.17%+87
VANGUARD WHITEHALL FDS01,064+1,0640870.03%+87
WISDOMTREE TR(WT)01,725+1,7250870.03%+87
WYNN RESORTS LTD(WYNN)0832+8320850.03%+85
THOMSON REUTERS CORP.0545+5450850.03%+85
VANGUARD WORLD FD
ENERGY ETF
0602+6020790.03%+79
NOVO-NORDISK A S(NVO)03,007+3,00703860.13%+386
TOTALENERGIES SE(TTE)01,098+1,0980760.03%+76
RTX CORPORATION(RTX)03,764+3,76403670.12%+367
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
0976+9760750.03%+75
QUALCOMM INC(QCOM)3,3433,299-444835590.19%+75
BERKSHIRE HATHAWAY INC DEL01,471+1,47106190.21%+619
WEST PHARMACEUTICAL SVSC INC(WST)0186+1860740.02%+74
PACER FDS TR
GLOBL CASH ETF
11,65413,545+1,8913994700.16%+71
VODAFONE GROUP PLC NEW(VOD)07,433+7,4330660.02%+66
VANGUARD INDEX FDS0191+1910660.02%+66
ISHARES TR7,0876,842-2451,7871,8530.63%+65
ALPS ETF TR
ALERIAN MLP
08,860+8,86004200.14%+420
WHITE MTNS INS GROUP LTD
COM
0222+22203980.14%+398
VANGUARD INDEX FDS01,345+1,34503080.10%+308
CONOCOPHILLIPS(COP)02,520+2,52003210.11%+321
VANGUARD INDEX FDS0223+2230580.02%+58
ASML HOLDING N V
N Y REGISTRY SHS
398370-283013590.12%+58
WISDOMTREE TR(WT)01,654+1,6540580.02%+58
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