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Opes Wealth Management LLC

All holdings · as of Dec 31, 2025

144 positions

CompanyClassValueShares% of portfolio
Sensus Healthcare, Inc.SRTSCommon Stock$63.9K16,0650.0%
SelectQuote, Inc.SLQTCommon Stock$83.9K59,5200.0%
ON24, Inc.$179.1K22,5000.0%
ISHARES TR$202.5K1,6850.0%
ISHARES TR$203.3K8260.0%
CHEVRON CORP$206.0K1,3520.0%
United Rentals Inc$206.4K2550.0%
GENERAL DYNAMICS CORP$219.5K6520.0%
INTERNATIONAL BUSINESS MACHINES CORP$231.0K7800.0%
VANGUARD INDEX FDS$234.5K1,2280.0%
SPDR SERIES TRUST$239.0K3,0270.0%
JPMORGAN CHASE & CO$244.5K7590.0%
ABBOTT LABORATORIES$247.6K1,9760.0%
SCHWAB STRATEGIC TR$248.8K10,6470.0%
Walmart Inc.$249.8K2,2420.0%
PEPSICO INC$251.7K1,7540.0%
iShares MSCI UAE ETF$253.6K1,2770.0%
Walt Disney Co$254.0K2,2330.0%
iShares MSCI UAE ETF$257.7K3,1240.0%
Okta, Inc.$261.6K3,0250.0%
RTX Corp$268.5K1,4640.0%
CLOROX CO /DE$269.3K2,6710.0%
CrowdStrike Holdings, Inc.$270.5K5770.0%
Union Pacific Corp$274.8K1,1880.0%
Visa Inc$284.1K8100.0%
FIRST TR EXCHNG TRADED FD VI$288.4K5,0940.0%
Sony Group CorpSONYADR$306.7K11,9800.1%
ORACLE CORP$310.7K1,5940.1%
ISHARES TR$316.1K4620.1%
Tesla Inc$334.1K7430.1%
NEXTERA ENERGY INC$341.7K4,2560.1%
VANGUARD INDEX FDS$344.1K1,0930.1%
INTEL CORP$347.7K9,4240.1%
PayPal Holdings, Inc.$352.7K6,0420.1%
ISHARES TR$354.1K4,9580.1%
KLA CORP$363.3K2990.1%
Salesforce Inc$368.0K1,3890.1%
ISHARES TR$376.0K7,8570.1%
ADOBE INC.$376.6K1,0760.1%
ServiceNow Inc$377.6K2,4650.1%
ISHARES TR$378.3K14,4450.1%
VANGUARD INDEX FDS$385.1K1,1490.1%
Akamai Technologies Inc$385.4K4,4170.1%
CME Group Inc$389.4K1,4260.1%
Philip Morris International Inc.$392.5K2,4470.1%
VANGUARD BD INDEX FDS$401.2K5,4170.1%
WISDOMTREE TR$406.5K8,1930.1%
ISHARES TR$436.9K26,5920.1%
ELI LILLY & Co$443.0K4120.1%
NXP Semiconductors N.V.$463.2K2,1340.1%
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