Instuitional Investor - Opal Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Opal Wealth Advisors, Llc |
| Portfolio Value | $324,414,612 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Putnam Etf Trust | 1,429,509 | $54,435,698 | 16.78% | |
| 2. | Legg Mason Etf Invt | 558,870 | $38,997,983 | 12.02% | |
| 3. | Vanguard Index Fds - SM CP VAL ETF | 172,892 | $32,208,039 | 9.93% | |
| 4. | Ishares Tr | 368,660 | $17,824,711 | 5.49% | |
| 5. | AAPL | 57,869 | $12,854,521 | 3.96% |
