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  Name: Opal Wealth Advisors LLC
  City: JERICHO
  State: NY
  Zip: 11753
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $294,853,000
  Total Value Change : $41,012,000
  Securities Held Change : 180
   
All Securities Held : 350
  New Positions : 190
  Closed Positions : 13
  Increased Positions : 73
  Unchanged Positions : 2
  Decreased Positions : 85

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (T)1 Year Chart         T AT&T Corp 361 Closed $17.33 $0 0 0% -194,000 -11,554 0    Long Distance Carriers
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 350 Closed $178.76 $0 0 0% -588,000 -3,558 0    Closed - End Fund - E...
   (FDS)1 Year Chart         FDS Factset Research Systems Inc 360 Closed $445.37 $0 0 0% -478,000 -1,001 0    Information & Deliver...
   (MCD)1 Year Chart         MCD McDonalds Corp 349 Closed $273.87 $0 0 0% -211,000 -712 0    Restaurants
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 359 Closed $71.33 $0 0 0% -202,000 -2,788 0    Food - Major Diversified
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 334 Closed $158.93 $0 0 0% -546,000 -3,517 0    Closed - End Fund - E...
   (MET)1 Year Chart         MET MetLife Inc 358 Closed $73.13 $0 0 0% -203,000 -3,076 0    Life & Health Insurance
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 326 Closed $83.59 $0 0 0% -751,000 -9,660 0.001    Closed - End Fund - E...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 356 Closed $0.00 $0 0 0% -213,000 -1,445 0    N/A
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 363 Closed $3,792.53 $0 0 0% -223,000 -63 0    Internet Software & S...
   (PLD)1 Year Chart         PLD ProLogis Inc 354 Closed $109.99 $0 0 0% -238,000 -1,784 0    REIT - Industrial
   (ITM)1 Year Chart         ITM Vaneck Vectors Amt Free Int... 362 Closed $0.00 $0 0 0% -808,000 -17,178 0    N/A
   (NKE)1 Year Chart         NKE Nike Inc B 351 Closed $91.67 $0 0 0% -226,000 -2,081 0    Textile - Apparel Foo...
      13 Records Found
  1    
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