Opulen Financial Group LLC
Q4 2024 13F Holdings
- Locationarlington, VA
- Num holdings
87
- Value ($000)
$110,027
- Date Filed02/06/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $13.44M | 12 % | 22,934 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $13.40M | 12 % | 490,503 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $6.69M | 6 % | 180,162 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.61M | 5 % | 25,573 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $3.92M | 4 % | 6,656 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $3.83M | 4 % | 20,166 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3.35M | 3 % | 6,227 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $2.55M | 2 % | 12,872 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $2.41M | 2 % | 4,710 | ||
BSCT INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | $2.22M | 2 % | 121,124 |
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