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Home > Institutional Investor > Opes Wealth Management Llc > Profile

Instuitional Investor - Opes Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Opes Wealth Management Llc
Portfolio Value $613,310,694
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 374,434 $101,793,762 16.6%
2.
Schwab Strategic Trust
 FNDF 714,490 $32,302,093 5.27%
3.
Ishares Tr - CALIF MUN BD ETF
 438,978 $25,223,676 4.11%
4.
Gilead Sciences Inc.
 GILD 169,652 $20,823,086 3.4%
5.
Schwab Strategic Trust
 FNDF 737,649 $19,599,330 3.2%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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