Notify me when OPUS INVESTMENT MANAGEMENT INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 29 | $164,350,634 | +$522,015 | $0 | +$522,015 | VTI, WMT, ABBV, AAPL, NEE | 13F-HR | 12 Feb 2026, 14:21 |
| Q3 2025 | 29 | $161,243,098 | $0 | $0 | $0 | VTI, WMT, ABBV, AAPL, XEL | 13F-HR | 10 Nov 2025, 10:43 |
| Q2 2025 | 29 | $150,453,423 | +$9,765,575 | -$1,089,800 | +$8,675,775 | VTI, WMT, ABBV, PEG, AAPL | 13F-HR | 12 Aug 2025, 16:00 |
| Q1 2025 | 30 | $140,282,175 | +$7,474,170 | -$4,359,200 | +$3,114,970 | VTI, ABBV, WMT, AAPL, PEG | 13F-HR | 14 May 2025, 15:58 |
| Q4 2024 | 29 | $135,397,547 | $0 | -$1,514,615 | -$1,514,615 | VTI, WMT, AAPL, ABBV, PEG | 13F-HR | 11 Feb 2025, 16:00 |
| Q3 2024 | 30 | $142,383,718 | $0 | -$24,577,914 | -$24,577,914 | VTI, ABBV, WMT, AAPL, NEE | 13F-HR | 12 Nov 2024, 10:15 |
| Q2 2024 | 38 | $154,863,844 | +$242,574 | $0 | +$242,574 | VTI, ABBV, AAPL, WMT, NEE | 13F-HR | 13 Aug 2024, 15:47 |
| Q1 2024 | 38 | $153,197,950 | +$3,967,928 | -$31,684,211 | -$27,716,283 | VTI, ABBV, WMT, NEE, MCHP | 13F-HR | 03 May 2024, 10:48 |
| Q4 2023 | 40 | $174,328,970 | +$20,673,279 | -$21,589,263 | -$915,984 | VTI, ITOT, ABBV, AAPL, VEU | 13F-HR | 09 Feb 2024, 16:25 |
| Q3 2023 | 41 | $162,474,177 | +$266,199 | -$109,124,677 | -$108,858,478 | VTI, ITOT, ABBV, PSX, AAPL | 13F-HR | 08 Nov 2023, 09:37 |
| Q2 2023 | 73 | $278,322,798 | +$809,301 | -$915,648 | -$106,347 | VTI, ITOT, VEU, PSX, AAPL | 13F-HR | 10 Aug 2023, 15:16 |
| Q1 2023 | 1 | $281,424 | $0 | $0 | $0 | HYG | New Holdings | 31 Aug 2023, 14:16 |
| Q1 2023 | 73 | $276,743,359 | +$490,308 | $0 | +$490,308 | VTI, ITOT, PSX, VEU, ABBV | 13F-HR | 12 May 2023, 10:38 |
| Q4 2022 | 1 | $274,272 | $0 | $0 | $0 | HYG | New Holdings | 31 Aug 2023, 14:12 |
| Q4 2022 | 73 | $280,768,984 | +$21,082,787 | -$214,401,698 | -$193,318,911 | VTI, ITOT, PSX, ABBV, XEL | 13F-HR | 09 Feb 2023, 14:52 |
| Q3 2022 | 1 | $265,928 | $0 | $0 | $0 | HYG | New Holdings | 31 Aug 2023, 14:07 |
| Q3 2022 | 92 | $429,326,928 | +$1,260,944 | -$2,412,163 | -$1,151,219 | VTI, NEE, ABBV, APD, PAYX | 13F-HR | 04 Nov 2022, 10:57 |
| Q2 2022 | 1 | $274,197 | $0 | $0 | $0 | HYG | New Holdings | 31 Aug 2023, 14:03 |
| Q2 2022 | 92 | $462,030,197 | +$1,737,679 | -$113,207,999 | -$111,470,320 | VTI, ABBV, NEE, APD, XEL | 13F-HR | 29 Jul 2022, 14:43 |
| Q1 2022 | 1 | $306,530 | $0 | $0 | $0 | HYG | New Holdings | 31 Aug 2023, 13:58 |
| Q1 2022 | 95 | $651,009,530 | +$24,217,744 | -$55,681,991 | -$31,464,247 | VTI, VEA, VYM, SCHD, NEE | 13F-HR | 11 May 2022, 11:15 |
| Q4 2021 | 92 | $699,554,000 | +$18,693,931 | -$25,779,181 | -$7,085,250 | VTI, VYM, VEA, NEE, SCHD | 13F-HR | 07 Feb 2022, 14:56 |
| Q3 2021 | 93 | $653,968,000 | +$9,038,871 | -$13,712,048 | -$4,673,177 | VTI, VYM, VEA, SCHD, TGT | 13F-HR | 04 Nov 2021, 15:57 |
| Q2 2021 | 94 | $663,951,000 | +$10,472,703 | -$58,495,373 | -$48,022,670 | VTI, VYM, VEA, SCHD, TGT | 13F-HR | 11 Aug 2021, 15:46 |
| Q1 2021 | 99 | $682,864,000 | +$28,710,321 | -$24,358,381 | +$4,351,940 | VTI, VYM, VCIT, VEA, SCHD | 13F-HR | 10 May 2021, 14:41 |
| Q4 2020 | 96 | $638,488,000 | +$68,482,128 | -$9,504,031 | +$58,978,097 | VTI, VYM, VCIT, VEA, IGIB | 13F-HR | 16 Feb 2021, 08:31 |
| Q3 2020 | 91 | $528,195,000 | +$13,856,687 | -$7,612,050 | +$6,244,637 | VTI, VYM, VEA, SCHD, APD | 13F-HR | 12 Nov 2020, 11:08 |
| Q2 2020 | 88 | $493,409,000 | +$7,707,433 | -$58,135,953 | -$50,428,520 | VTI, VYM, VEA, SCHD, APD | 13F-HR | 13 Aug 2020, 14:15 |
| Q1 2020 | 92 | $474,374,000 | +$15,367,417 | -$12,666,048 | +$2,701,369 | VTI, VEA, VYM, SCHD, NEE | 13F-HR | 14 May 2020, 11:30 |
| Q4 2019 | 104 | $611,133,000 | +$55,854,382 | -$49,637,444 | +$6,216,938 | VTI, VEA, VYM, SCHD, NEE | 13F-HR | 12 Feb 2020, 13:53 |
| Q3 2019 | 104 | $575,198,000 | +$39,125,058 | -$8,736,199 | +$30,388,859 | VTI, VEA, ICSH, VYM, SCHD | 13F-HR | 12 Nov 2019, 15:42 |
| Q2 2019 | 91 | $530,214,000 | +$25,366,417 | -$13,115,548 | +$12,250,869 | VTI, VEA, VYM, SCHD, CSCO | 13F-HR | 07 Aug 2019, 11:17 |
| Q1 2019 | 86 | $505,609,000 | +$7,649,810 | -$15,061,257 | -$7,411,447 | VTI, VEA, VYM, SCHD, CSCO | 13F-HR | 07 May 2019, 13:47 |
| Q4 2018 | 87 | $465,055,000 | +$10,208,462 | -$68,227,370 | -$58,018,908 | VTI, VEA, VYM, SCHD, ABBV | 13F-HR | 13 Feb 2019, 10:56 |
| Q3 2018 | 86 | $575,107,000 | +$13,852,223 | -$14,093,243 | -$241,020 | VTI, VEA, SCHD, VYM, HDV | 13F-HR | 08 Nov 2018, 09:43 |
| Q2 2018 | 90 | $551,140,000 | +$19,487,972 | -$16,560,924 | +$2,927,048 | VTI, VEA, SCHD, VYM, HDV | 13F-HR | 09 Aug 2018, 15:37 |
| Q1 2018 | 92 | $543,987,000 | +$18,148,042 | -$11,870,029 | +$6,278,013 | VTI, VEA, SCHD, VYM, HDV | 13F-HR | 09 May 2018, 14:31 |
| Q4 2017 | 90 | $560,544,000 | +$4,120,163 | -$18,644,885 | -$14,524,722 | VTI, VEA, SCHD, VYM, HDV | 13F-HR | 09 Feb 2018, 11:15 |
| Q3 2017 | 93 | $550,668,000 | +$15,265,916 | -$70,820,150 | -$55,554,234 | VTI, VEA, SCHD, VYM, HDV | 13F-HR | 15 Nov 2017, 09:54 |
| Q2 2017 | 94 | $588,641,000 | +$27,253,394 | -$32,299,077 | -$5,045,683 | VTI, VEA, SCHD, VYM, HDV | 13F-HR | 28 Jul 2017, 10:37 |
| Q1 2017 | 89 | $584,489,000 | +$6,084,737 | -$12,363,685 | -$6,278,948 | VTI, VEA, SCHD, DVY, HDV | 13F-HR | 12 May 2017, 11:23 |
| Q4 2016 | 93 | $567,433,000 | +$19,530,674 | -$49,266,084 | -$29,735,410 | VTI, VEA, SCHD, DVY, HDV | 13F-HR | 08 Feb 2017, 16:04 |
| Q3 2016 | 90 | $587,162,000 | +$43,877,975 | -$27,825,858 | +$16,052,117 | VTI, VEA, SCHD, HDV, DVY | 13F-HR | 14 Nov 2016, 15:38 |
| Q2 2016 | 81 | $567,522,000 | +$119,154,284 | -$86,689,228 | +$32,465,056 | VTI, VEA, HDV, SCHD, DVY | 13F-HR | 04 Aug 2016, 17:15 |
| Q1 2016 | 71 | $520,783,000 | +$19,178,523 | -$86,389,410 | -$67,210,887 | VTI, VEA, IVV, DUK, MMM | 13F-HR | 12 May 2016, 15:08 |
| Q4 2015 | 80 | $561,203,000 | +$37,110,382 | -$31,135,316 | +$5,975,066 | VTI, VEA, IVV, ES, VVC | 13F-HR | 10 Feb 2016, 15:24 |
| Q3 2015 | 80 | $530,172,000 | +$21,605,590 | -$19,746,735 | +$1,858,855 | VTI, VEA, IVV, ES, XEL | 13F-HR | 06 Nov 2015, 15:47 |
| Q2 2015 | 83 | $549,639,000 | +$69,145,712 | -$75,784,919 | -$6,639,207 | VTI, IVV, VEA, JNJ, WMB | 13F-HR | 12 Aug 2015, 09:48 |
| Q1 2015 | 82 | $569,377,000 | +$92,218,266 | -$80,849,855 | +$11,368,411 | VTI, VWO, IVV, VEA, NWPRCCL | 13F-HR | 14 May 2015, 12:20 |
| Q4 2014 | 82 | $557,649,000 | +$58,722,794 | -$50,779,481 | +$7,943,313 | VTI, VWO, VEA, IWF, VTV | 13F-HR | 09 Feb 2015, 14:13 |
| Q3 2014 | 81 | $525,461,000 | +$43,394,000 | -$13,707,942 | +$29,686,058 | VTI, VWO, VEA, VTV, NWPRCCL | 13F-HR | 12 Nov 2014, 07:17 |
| Q2 2014 | 82 | $507,467,000 | +$64,525,435 | -$15,515,907 | +$49,009,528 | VTI, VWO, VEA, VTV, NWPRCCL | 13F-HR | 12 Aug 2014, 11:52 |
| Q1 2014 | 75 | $434,255,000 | +$67,964,682 | -$12,469,529 | +$55,495,153 | VWO, VTI, VEA, VTV, NWPRCCL | 13F-HR | 08 May 2014, 10:08 |
| Q4 2013 | 75 | $369,881,000 | $0 | $0 | $0 | VWO, VTI, VEA, VTV, NWPRCCL | 13F-HR | 11 Feb 2014, 16:50 |