• 13F History

Opal Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$324M
Signature - Title
Chris Clasen - Chief Compliance Officer
Location
Jericho, NY
Summary
This page shows a list of all the recent 13F filings made by Opal Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Opal Wealth Advisors, LLC reported 531 stock holdings with total value $324M as of Q1 2025. Top holdings included PVAL, LRGE, VBR, ISTB, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 531 $324M +$57.7M -$57.7M +$23.8K PVAL, LRGE, VBR, ISTB, AAPL 13F-HR 4/16/2025, 04:57 PM
Q4 2024 191 $333M +$23.9M -$8.35M +$15.5M PVAL, LRGE, VBR, ISTB, AAPL 13F-HR 1/28/2025, 06:34 PM
Q3 2024 189 $319M +$26.3M -$32.9M -$6.62M PVAL, LRGE, VBR, ISTB, AAPL 13F-HR 10/15/2024, 04:05 PM
Q2 2024 1,240 $311M +$37.1M -$19.4M +$17.7M PVAL, LRGE, VBR, ISTB, JMUB 13F-HR 7/12/2024, 04:09 PM
Q1 2024 349 $295M +$61.3M -$32.8M +$28.4M PVAL, LRGE, VBR, ISTB, JMUB 13F-HR 4/11/2024, 05:15 PM
Q4 2023 170 $254M +$81.3M -$14.9M +$66.4M LRGE, ISTB, VBR, JMUB, SCHM 13F-HR 1/19/2024, 09:30 PM
Q3 2023 142 $171M +$40.8M -$59.7M -$18.9M VBR, LRGE, ISTB, SCHM, XLI 13F-HR 10/18/2023, 02:40 PM
Q2 2023 145 $200M +$24.7M -$1.13M +$23.6M SHM, LRGE, ISTB, SCHM, XLI 13F-HR 7/27/2023, 11:06 AM
Q1 2023 114 $171M +$10.5M -$7.7M +$2.82M SHM, LRGE, ISTB, SCHM, XLI 13F-HR 4/19/2023, 01:21 PM
Q4 2022 126 $181M +$49.2M -$8.65M +$40.5M SHM, LRGE, ISTB, SCHM, XLI 13F-HR 2/3/2023, 02:45 PM
Q3 2022 101 $137M +$12.6M -$14.1M -$1.44M SHM, ISTB, LRGE, SCHM, XLB 13F-HR 10/17/2022, 03:42 PM
Q2 2022 110 $151M +$68.1M -$7.15M +$60.9M SHM, ISTB, LRGE, SCHM, XHB 13F-HR 8/10/2022, 04:47 PM
Q1 2022 104 $115M +$6.41M -$7.56M -$1.15M LRGE, SCHM, XHB, XLB, XLI 13F-HR 5/9/2022, 12:31 PM
Q4 2021 127 $158M +$51.5M -$2.53M +$49M LRGE, SCHM, XHB, XLB, XLI 13F-HR 1/31/2022, 11:51 AM
Q3 2021 82 $104M +$8.49M -$10.5M -$2.05M LRGE, SCHM, XHB, XLI, XLB 13F-HR 11/5/2021, 04:08 PM
Q2 2021 85 $107M +$18.7M -$9.85M +$8.84M LRGE, SCHM, XHB, XLI, XLB 13F-HR 8/2/2021, 10:59 AM
Q1 2021 82 $92M +$12.9M -$4.13M +$8.72M LRGE, XHB, SCHM, GDX, AAPL 13F-HR 4/28/2021, 06:25 PM
Q4 2020 73 $79.8M LRGE, XHB, SCHM, GDX, AAPL 13F-HR 2/10/2021, 06:22 PM