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 NFJ
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $934,791 | 74,131 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $960,562 | 74,520 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $978,976 | 75,248 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $781,832 | 63,051 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $758,998 | 62,572 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $785,484 | 62,192 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $830,987 | 63,726 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $909,284 | 74,046 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $943,751 | 73,846 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $990,234 | 78,590 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $930,045 | 82,087 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,082,074 | 88,622 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,013,712 | 86,200 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $995,990 | 88,297 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $1,186,785 | 102,841 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,526,232 | 106,062 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,738,671 | 108,261 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,676,012 | 113,015 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,640,188 | 108,838 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,568,177 | 113,801 | Shares | Sole | 2021-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||