Back to Opes Wealth Management LLC

Opes Wealth Management LLC

All holdings · as of Dec 31, 2025

144 positions

CompanyClassValueShares% of portfolio
iShares MSCI UAE ETF$2.23M16,9710.4%
ISHARES TR$1.99M43,7340.3%
TRIMBLE INC.$1.79M22,7940.3%
Amazon.com Inc$1.75M7,5810.3%
VANGUARD TAX-MANAGED FDS$1.72M27,4570.3%
ISHARES TR$1.69M37,7470.3%
EA SERIES TRUST$1.67M32,9120.3%
WISDOMTREE TR$1.56M30,1730.3%
Netflix Inc$1.52M16,2610.3%
iShares MSCI UAE ETF$1.50M19,9700.3%
NUSHARES ETF TR$1.50M38,2450.3%
AMERICAN CENTY ETF TR$1.45M22,3720.2%
ALBEMARLE CORP$1.30M9,1980.2%
JOHNSON & JOHNSON$1.23M5,9580.2%
SPDR S&P 500 ETF TR$1.19M1,7480.2%
AMPHENOL CORP /DE$1.13M8,3490.2%
Meta Platforms Inc$1.10M1,6640.2%
VANGUARD INDEX FDS$1.10M1,7470.2%
EBAY INC$1.09M12,4830.2%
DANA Inc$1.06M44,5930.2%
ISHARES INC$1.03M23,2080.2%
ISHARES TR$1.01M21,9360.2%
BRISTOL MYERS SQUIBB CO$995.4K18,4530.2%
NEW YORK LIFE INVTS ACTIVE E$990.2K40,7000.2%
MSCI Inc.$918.0K1,6000.2%
AMERICAN CENTY ETF TR$905.9K12,1990.2%
iShares MSCI UAE ETF$887.9K9,4290.2%
INVESCO QQQ TR$842.8K1,3720.1%
DIMENSIONAL ETF TRUST$779.4K17,9460.1%
Moody's Corp$720.3K1,4100.1%
J P MORGAN EXCHANGE TRADED F$689.9K14,9040.1%
VANGUARD WORLD FD$688.3K9,6110.1%
ISHARES TR$659.4K6,6020.1%
Workday Inc$652.5K3,0380.1%
ADVANCED MICRO DEVICES INC$632.8K2,9550.1%
ROKU, INC$600.0K5,5300.1%
APPLIED MATERIALS INC /DE$589.0K2,2920.1%
FRANKLIN TEMPLETON ETF TR$587.5K29,1110.1%
iShares MSCI UAE ETF$582.9K3,9200.1%
VANGUARD INDEX FDS$534.2K1,0950.1%
Palantir Technologies Inc$513.5K2,8890.1%
ISHARES TR$507.1K8,1600.1%
CISCO SYSTEMS, INC.$505.9K6,5670.1%
QUALCOMM INC/DE$489.5K2,8620.1%
NXP Semiconductors N.V.$463.2K2,1340.1%
ELI LILLY & Co$443.0K4120.1%
ISHARES TR$436.9K26,5920.1%
WISDOMTREE TR$406.5K8,1930.1%
VANGUARD BD INDEX FDS$401.2K5,4170.1%
Philip Morris International Inc.$392.5K2,4470.1%
← PrevPage 2 of 3Next →