Opes Wealth Management LLC

13F Portfolio Filings

Qnull null
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

0

$0
13F-HR
May 6, 2025
000108514625002635

137

$487.74M
AAPL, FNDF, CMF, IUSB
13F-HR
Jan 30, 2025
000108514625000651

140

$520.09M
AAPL, FNDF, CMF, IUSB
13F-HR
Oct 29, 2024
000108514624005217

133

$479.21M
AAPL, FNDF, CMF, IUSB
13F-HR
Aug 5, 2024
000108514624003505

132

$433.12M
AAPL, FNDF, CMF, IUSB
13F-HR
May 3, 2024
000108514624002199

126

$416.67M
AAPL, FNDF, CMF, IUSB
13F-HR
Jan 31, 2024
000108514624000598

121

$360.98M
AAPL, FNDF, CMF, IUSB
13F-HR
Nov 3, 2023
000108514623004058

121

$352.55M
AAPL, FNDF, CMF, GILD
13F-HR
Aug 3, 2023
000108514623003020

108

$310.15M
AAPL, FNDF, CMF, GILD
13F-HR
May 2, 2023
000108514623002000

103

$275.28M
AAPL, FNDF, GILD, CMF
13F-HR
Jan 31, 2023
000108514623000470

93

$250.08M
AAPL, FNDF, CMF, GILD
13F-HR
Nov 1, 2022
000108514622003693

92

$249.82M
AAPL, FNDF, FNDX, GILD
13F-HR
Aug 10, 2022
000108514622002926

104

$307.20M
AAPL, FNDF, FNDX, IUSB
13F-HR
May 5, 2022
000108514622001719

109

$321.85M
AAPL, FNDF, NFLX, FNDX
13F-HR
Jan 31, 2022
000108514622000418

96

$282.65M
AAPL, FNDF, FNDX, GILD
13F-HR
Oct 29, 2021
000108514621002943

86

$270.25M
AAPL, FNDF, FNDX, SCHB
13F-HR
Aug 3, 2021
000108514621002184

83

$256.35M
AAPL, FNDF, FNDX, SCHB
13F-HR
May 10, 2021
000108514621001532

75

$207.53M
AAPL, FNDF, FNDX, SCHB
13F-HR
Jan 29, 2021
000108514621000314

77

$209.34M
AAPL, FNDF, FNDX, SCHG
13F-HR
Nov 9, 2020
000108514620002768

68

$196.23M
AAPL, FNDF, FNDX, SCHZ
13F-HR
Aug 11, 2020
000108514620002093

47

$132.84M
FNDF, SCHZ, FNDB, FNDC
13F-HR
Apr 16, 2020
000108514620001140

50

$163.11M
FNDF, SCHZ, FNDB, SCHG
13F-HR
Jan 30, 2020
000108514620000325

52

$151.51M
FNDF, SCHZ, FNDB, SCHG
13F-HR
Nov 12, 2019
000108514619002835

46

$146.32M
FNDF, SCHZ, FNDB, SCHG
13F-HR
Jul 30, 2019
000108514619001998

37

$136.84M
FNDF, SCHZ, FNDB, SCHG
13F-HR
Apr 30, 2019
000108514619001290