| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LEGG MASON ETF INVT TR | 15 | Q2 2024 | 31.5% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 11.2% |
| SPDR SER TR | 15 | Q2 2024 | 12.9% |
| APPLE INC | 15 | Q2 2024 | 3.3% |
| MICROSOFT CORP | 15 | Q2 2024 | 2.2% |
| ISHARES TR | 15 | Q2 2024 | 1.4% |
| SPDR INDEX SHS FDS | 15 | Q2 2024 | 1.4% |
| SPDR SER TR | 15 | Q2 2024 | 1.4% |
| SPDR SER TR | 15 | Q2 2024 | 1.3% |
| AMAZON COM INC | 15 | Q2 2024 | 1.8% |
View Opal Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-08-10 |
View Opal Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.