Opes Wealth Management LLC
Top Portfolio Positions
58 positions ·
$181,226,531 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
433,108 | $109,918,479 | 60.65% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
169,652 | $23,644,399 | 13.05% | |
| NVDA |
Nvidia Corp
Technology
|
44,909 | $7,832,129 | 4.32% | |
| MSFT |
Microsoft Corp
Technology
|
12,252 | $4,535,322 | 2.50% | |
| CAT |
Caterpillar Inc
Industrials
|
5,876 | $4,162,910 | 2.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,668 | $2,492,570 | 1.38% | |
| ALB |
Albemarle Corp
Basic Materials
|
9,199 | $1,651,496 | 0.91% | |
| NFLX |
Netflix Inc
Communication Services
|
16,211 | $1,558,687 | 0.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,210 | $1,501,626 | 0.83% | |
| DAN |
DANA Inc
Consumer Cyclical
|
44,593 | $1,500,554 | 0.83% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SRTS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,938 | 16,065 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $63,938 | 16,065 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $50,444 | 16,065 | Shares | Sole | 2025-11-24 | |
| No 13F history on record for this holder in this stock. | ||||||