Opulen Financial Group LLC Portfolio Holdings
Q3 2025•105 long positions•$131.7M portfolio value
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Holding107 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $15.1M 11.49% | -$184.5K Sold | — 22.7K shares | 23.0K → 22.7K −$184.5K | -1.21% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $14.0M 10.62% | +$236.1K Bought | — 512.0K shares | 503.3K → 512.0K +$236.1K | +1.72% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.2M 6.25% | +$57.7K Bought | — 186.3K shares | 185.0K → 186.3K +$57.7K | +0.71% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $5.3M 4.01% | -$111.5K Sold | 0.0% 24.0K shares | 24.6K → 24.0K −$111.5K | -2.07% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $4.7M 3.59% | -$32.8K Sold | — 7.1K shares | 7.1K → 7.1K −$32.8K | -0.69% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.2M 3.22% | +$1.5K Bought | — 20.3K shares | 20.2K → 20.3K +$1.5K | +0.03% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.8M 2.9% | +$128.6K Bought | — 6.2K shares | 6.0K → 6.2K +$128.6K | +3.48% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 2.18% | +$425.6K Bought | — 169.7K shares | 144.5K → 169.7K +$425.6K | +17.42% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 2.16% | +$53.0K Bought | — 13.6K shares | 13.4K → 13.6K +$53.0K | +1.9% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 2.15% | +$305.1K Bought | — 150.2K shares | 134.0K → 150.2K +$305.1K | +12.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 2.05% | +$426.5K Bought | — 161.7K shares | 136.1K → 161.7K +$426.5K | +18.79% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 2.02% | -$237.8K Sold | — 4.4K shares | 4.8K → 4.4K −$237.8K | -8.21% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 2.0% | +$232.2K Bought | — 127.9K shares | 116.6K → 127.9K +$232.2K | +9.68% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.81% | +$388.1K Bought | — 114.2K shares | 95.6K → 114.2K +$388.1K | +19.44% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.71% | +$122.1K Bought | — 115.2K shares | 109.0K → 115.2K +$122.1K | +5.72% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.67% | +$123.9K Bought | — 111.4K shares | 105.1K → 111.4K +$123.9K | +5.98% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.61% | +$66.4K Bought | — 7.1K shares | 6.9K → 7.1K +$66.4K | +3.23% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.35% | -$13.8K Sold | — 6.1K shares | 6.1K → 6.1K −$13.8K | -0.77% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.32% | -$29.2K Sold | — 6.8K shares | 6.9K → 6.8K −$29.2K | -1.66% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 1.17% | -$1.5K Sold | — 74.7K shares | 74.8K → 74.7K −$1.5K | -0.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 1.13% | +$357.1K Bought | — 69.2K shares | 52.6K → 69.2K +$357.1K | +31.63% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 1.04% | -$34.6K Sold | — 5.6K shares | 5.7K → 5.6K −$34.6K | -2.46% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 1.02% | -$1.6K Sold | — 19.7K shares | 19.8K → 19.7K −$1.6K | -0.12% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 1.02% | -$4.3K Sold | — 6.9K shares | 6.9K → 6.9K −$4.3K | -0.32% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.3M 1.01% | -$89.0K Sold | 0.0% 7.1K shares | 7.6K → 7.1K −$89.0K | -6.26% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.898% | +$5.5K Bought | — 6.2K shares | 6.2K → 6.2K +$5.5K | +0.47% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $1.2M 0.879% | +$149.5K Bought | 0.0% 4.5K shares | 4.0K → 4.5K +$149.5K | +14.84% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.852% | -$28.2K Sold | — 27.0K shares | 27.7K → 27.0K −$28.2K | -2.46% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.814% | +$6.1K Bought | — 10.2K shares | 10.2K → 10.2K +$6.1K | +0.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.781% | +$7.9K Bought | — 3.1K shares | 3.1K → 3.1K +$7.9K | +0.77% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $984.7K 0.748% | +$33.7K Bought | 0.0% 1.9K shares | 1.8K → 1.9K +$33.7K | +3.54% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $976.0K 0.741% | +$2.7K Bought | — 30.4K shares | 30.3K → 30.4K +$2.7K | +0.28% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $964.4K 0.732% | -$11.5K Sold | — 2.0K shares | 2.0K → 2.0K −$11.5K | -1.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $916.5K 0.696% | -$39.2K Sold | — 10.9K shares | 11.4K → 10.9K −$39.2K | -4.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $829.2K 0.63% | +$5.9K Bought | — 7.0K shares | 6.9K → 7.0K +$5.9K | +0.72% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $828.3K 0.629% | -$7.4K Sold | — 32.0K shares | 32.3K → 32.0K −$7.4K | -0.88% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $785.5K 0.597% | -$63.7K Sold | — 16.9K shares | 18.3K → 16.9K −$63.7K | -7.5% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $751.1K 0.57% | -$20.1K Sold | — 29.3K shares | 30.1K → 29.3K −$20.1K | -2.61% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $748.9K 0.569% | +$2.8K Bought | — 16.2K shares | 16.1K → 16.2K +$2.8K | +0.37% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $737.9K 0.561% | +$4.7K Bought | — 12.3K shares | 12.2K → 12.3K +$4.7K | +0.64% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $736.0K 0.559% | +$20.0K Bought | — 7.4K shares | 7.2K → 7.4K +$20.0K | +2.79% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $696.8K 0.529% | +$28.0K Bought | — 9.4K shares | 9.0K → 9.4K +$28.0K | +4.19% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $695.4K 0.528% | +$3.0K Bought | — 1.2K shares | 1.2K → 1.2K +$3.0K | +0.43% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $688.8K 0.523% | +$5.4K Bought | — 9.7K shares | 9.6K → 9.7K +$5.4K | +0.78% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $608.6K 0.462% | +$872.6 Bought | — 16.0K shares | 16.0K → 16.0K +$872.6 | +0.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $599.9K 0.456% | +$1.3K Bought | — 32.9K shares | 32.8K → 32.9K +$1.3K | +0.21% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $599.6K 0.455% | +$2.7K Bought | — 2.9K shares | 2.9K → 2.9K +$2.7K | +0.44% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $594.0K 0.451% | -$82.8K Sold | — 7.2K shares | 8.1K → 7.2K −$82.8K | -12.23% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $587.5K 0.446% | +$1.7K Bought | — 7.5K shares | 7.5K → 7.5K +$1.7K | +0.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $574.6K 0.436% | — | — 3.4K shares | — | — | — — | Q4 2024 Held for 11 months |
