Instuitional Investor - Opal Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Opal Wealth Advisors, Llc |
| Portfolio Value | $333,163,095 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Putnam Etf Trust | 1,214,952 | $45,099,014 | 13.53% | |
| 2. | Legg Mason Etf Invt | 529,145 | $39,823,840 | 11.95% | |
| 3. | Vanguard Index Fds - SM CP VAL ETF | 123,008 | $24,377,635 | 7.31% | |
| 4. | Ishares Tr | 340,591 | $16,270,033 | 4.88% | |
| 5. | AAPL | 60,222 | $15,080,755 | 4.52% |
