Opal Wealth Advisors, LLC
CIK
1844201
City
JERICHO
State / Country
NY
Top Portfolio Positions
424 positions ·
$118,564,530 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
43,536 | $11,049,001 | 9.32% | |
| NCDL |
Nuveen Churchill Direct Lending Corp.
Financial Services
|
625,215 | $7,952,734 | 6.71% | |
| NVDA |
Nvidia Corp
Technology
|
22,251 | $3,880,574 | 3.27% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,380 | $3,498,829 | 2.95% | |
| MSFT |
Microsoft Corp
Technology
|
8,897 | $3,293,402 | 2.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,118 | $3,148,625 | 2.66% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
15,798 | $2,484,709 | 2.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,339 | $2,397,962 | 2.02% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,149 | $1,914,140 | 1.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,436 | $1,393,708 | 1.18% |
Portfolio Trend
22 quarters · across all stocks
Holdings in DSM
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $417,478 | 69,464 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $499,800 | 81,005 | Shares | Sole | 2026-01-26 | |
| 2022-03-31 | $102,557 | 14,506 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $123,621 | 14,805 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $139,729 | 17,510 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $729,046 | 88,584 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $795,457 | 101,591 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $825,759 | 104,925 | Shares | Sole | 2021-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||