Opal Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Jericho, NY
CIK
0001844201
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 189 319,259 PVAL, LRGE, VBR, ISTB 13F-HR 10/15/2024 000184420124000007
Q2 2024 1,241 311,401 PVAL, LRGE, VBR, ISTB 13F-HR 7/12/2024 000184420124000005
Q1 2024 350 294,847 PVAL, LRGE, VBR, ISTB 13F-HR 4/11/2024 000184420124000004
Q4 2023 170 253,842 LRGE, ISTB, VBR, JMUB 13F-HR 1/22/2024 000184420124000001
Q3 2023 142 170,894 VBR, LRGE, ISTB, SCHM 13F-HR 10/18/2023 000184420123000005
Q2 2023 145 200,458 SHM, LRGE, ISTB, SCHM 13F-HR 7/27/2023 000184420123000004
Q1 2023 114 171,261 SHM, LRGE, ISTB, SCHM 13F-HR 4/19/2023 000184420123000003
Q4 2022 126 181,354 SHM, LRGE, ISTB, SCHM 13F-HR 2/3/2023 000184420123000002
Q3 2022 101 137,016 SHM, ISTB, LRGE, SCHM 13F-HR 10/17/2022 000184420122000005
Q2 2022 110 151,241 SHM, ISTB, LRGE, SCHM 13F-HR 8/10/2022 000184420122000004
Q1 2022 104 114,889 LRGE, SCHM, XHB, XLB 13F-HR 5/9/2022 000184420122000003
Q4 2021 127 158,077 LRGE, SCHM, XHB, XLB 13F-HR 1/31/2022 000184420122000001
Q3 2021 82 104,043 LRGE, SCHM, XHB, XLI 13F-HR 11/5/2021 000184420121000004
Q2 2021 85 107,460 LRGE, SCHM, XHB, XLI 13F-HR 8/2/2021 000184420121000003
Q1 2021 82 92,006 LRGE, XHB, SCHM, GDX 13F-HR 4/28/2021 000184420121000002
Q4 2020 73 79,769 LRGE, XHB, SCHM, GDX 13F-HR 2/11/2021 000184420121000001