Opal Wealth Advisors, LLC
Top Portfolio Positions
421 positions ·
$117,334,606 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
43,536 | $11,049,001 | 9.42% |
| NCDL |
Nuveen Churchill Direct Lending Corp.
Financial Services
|
625,215 | $7,952,734 | 6.78% |
| NVDA |
Nvidia Corp
Technology
|
22,251 | $3,880,574 | 3.31% |
| SPY |
Spdr S&P 500 Etf Trust
|
5,380 | $3,498,829 | 2.98% |
| MSFT |
Microsoft Corp
Technology
|
8,897 | $3,293,402 | 2.81% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,118 | $3,148,625 | 2.68% |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
15,798 | $2,484,709 | 2.12% |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,339 | $2,397,962 | 2.04% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,149 | $1,914,140 | 1.63% |
| META |
Meta Platforms, Inc.
Communication Services
|
2,436 | $1,393,708 | 1.19% |
Holdings in EFSC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,976 | 554 | Shares | Sole | 2026-04-14 | |
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