Opal Wealth Advisors, LLC
Q4 2024 13F Holdings
- Locationjericho, NY
- Num holdings
191
- Value ($000)
$333,163
- Date Filed01/28/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $45.10M | 14 % | 1,214,952 | ||
LRGE LEGG MASON ETF INVT | CLEARBRIDEG LR | 524682200 | $39.82M | 12 % | 529,145 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $24.38M | 7 % | 123,008 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $16.27M | 5 % | 340,591 | ||
AAPL APPLE INC | COM | 037833100 | $15.08M | 5 % | 60,222 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $13.03M | 4 % | 259,834 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $9.35M | 3 % | 96,909 | ||
JMST J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $8.13M | 2 % | 160,354 | ||
NYF ISHARES TR | NEW YORK MUN ETF | 464288323 | $7.75M | 2 % | 145,597 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $7.50M | 2 % | 56,916 |
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