Notify me when Opus Capital Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 134 | $890M | +$54.2M | -$46.6M | +$7.53M | VOO, IEFA, VGIT, IJR, AVLV | 13F-HR | 10/31/2025, 09:42 AM |
| Q2 2025 | 124 | $835M | +$32.6M | -$23.8M | +$8.88M | VOO, SCHF, VGIT, IJR, AVLV | 13F-HR | 7/31/2025, 09:10 AM |
| Q1 2025 | 122 | $777M | +$15.3M | -$20.6M | -$5.39M | VOO, SCHF, VGIT, IJR, VGSH | 13F-HR | 4/30/2025, 09:49 AM |
| Q4 2024 | 117 | $787M | +$50.8M | -$18M | +$32.8M | VOO, SCHF, VGIT, IJR, VGSH | 13F-HR | 1/31/2025, 08:50 AM |
| Q3 2024 | 121 | $800M | +$80M | -$20M | +$60M | VOO, SCHF, VGIT, IJR, VGSH | 13F-HR | 10/31/2024, 08:42 AM |
| Q2 2024 | 117 | $701M | +$19.7M | -$3.52M | +$16.2M | VOO, SCHF, IJR, VGIT, VYM | 13F-HR | 7/31/2024, 09:11 AM |
| Q1 2024 | 121 | $685M | +$45.8M | -$14M | +$31.9M | VOO, SCHF, IJR, VGIT, VYM | 13F-HR | 4/26/2024, 11:44 AM |
| Q4 2023 | 120 | $615M | +$15.3M | -$13.4M | +$1.94M | VOO, SCHF, IJR, VYM, VGIT | 13F-HR | 1/31/2024, 08:41 AM |
| Q3 2023 | 114 | $564M | +$13.4M | -$9.65M | +$3.73M | VOO, SCHF, VGIT, IJR, VYM | 13F-HR | 10/31/2023, 08:51 AM |
| Q2 2023 | 121 | $578M | +$35.4M | -$20.5M | +$14.9M | VOO, SCHF, IJR, VGIT, VYM | 13F-HR | 7/31/2023, 02:34 PM |
| Q1 2023 | 120 | $546M | +$26.5M | -$17.1M | +$9.38M | VOO, SCHF, IJR, VYM, VGIT | 13F-HR | 4/24/2023, 01:45 PM |
| Q4 2022 | 116 | $516M | +$77.9M | -$66.9M | +$11M | VOO, SCHF, IJR, VYM, VGIT | 13F-HR | 1/18/2023, 03:02 PM |
| Q3 2022 | 106 | $462M | +$21.8M | -$19.6M | +$2.14M | VOO, IJR, SCHF, VYM, BND | 13F-HR | 10/31/2022, 09:22 AM |
| Q2 2022 | 110 | $493M | +$59.1M | -$15.4M | +$43.7M | VOO, SCHF, IJR, BND, VYM | 13F-HR | 7/29/2022, 08:19 AM |
| Q1 2022 | 109 | $513M | +$77.4M | -$23.7M | +$53.7M | VOO, SCHF, IJR, BND, VYM | 13F-HR | 4/25/2022, 02:17 PM |
| Q4 2021 | 105 | $484M | +$21.6M | -$3.95M | +$17.7M | VOO, BND, SCHF, IJR, IWB | 13F-HR | 1/31/2022, 10:42 AM |
| Q3 2021 | 99 | $441M | +$22.7M | -$17.5M | +$5.22M | VOO, BND, SCHF, IJR, BSV | 13F-HR | 10/29/2021, 09:24 AM |
| Q2 2021 | 125 | $441M | +$18.5M | -$12.3M | +$6.18M | VOO, BND, SCHF, IJR, BSV | 13F-HR | 7/29/2021, 10:50 AM |
| Q1 2021 | 127 | $416M | +$18.6M | -$17.6M | +$1.05M | VOO, BND, IJR, SCHF, BSV | 13F-HR | 4/28/2021, 01:49 PM |
| Q4 2020 | 127 | $393M | +$21.4M | -$8.59M | +$12.8M | VOO, BND, BSV, SCHF, IJR | 13F-HR | 1/29/2021, 09:19 AM |
| Q3 2020 | 117 | $342M | +$14.7M | -$14.2M | +$549K | VOO, BND, BSV, SCHF, IJR | 13F-HR | 10/30/2020, 09:55 AM |
| Q2 2020 | 113 | $327M | +$34.6M | -$28M | +$6.63M | VOO, BND, BSV, SCHF, VYM | 13F-HR | 7/31/2020, 02:51 PM |
| Q1 2020 | 104 | $283M | +$32.1M | -$30M | +$2.07M | VOO, BND, SHV, VYM, SCHF | 13F-HR | 4/30/2020, 10:22 AM |
| Q4 2019 | 162 | $340M | +$25.2M | -$25.4M | -$154K | VOO, BND, VYM, SCHF, SHV | 13F-HR | 1/31/2020, 01:44 PM |
| Q3 2019 | 145 | $325M | +$19.7M | -$33.1M | -$13.4M | VOO, BND, VCSH, VYM, SCHF | 13F-HR | 11/4/2019, 04:52 PM |
| Q2 2019 | 166 | $334M | +$34.4M | -$85M | -$50.6M | VOO, VCSH, BND, VYM, SCHF | 13F-HR | 8/8/2019, 12:42 PM |
| Q1 2019 | 215 | $375M | +$20.7M | -$174M | -$153M | VCSH, VOO, BND, VYM, SCHF | 13F-HR | 4/30/2019, 07:59 AM |
| Q4 2018 | 217 | $480M | +$122M | -$37.4M | +$84.7M | VOO, VYM, VCSH, BND, SCHF | 13F-HR | 2/7/2019, 09:39 AM |
| Q3 2018 | 226 | $445M | +$68.4M | -$47.9M | +$20.5M | VOO, VYM, VCSH, SCHF, BND | 13F-HR | 11/6/2018, 10:10 AM |
| Q2 2018 | 221 | $409M | +$40.9M | -$41.8M | -$880K | VYM, VOO, VCSH, SCHF, BND | 13F-HR | 8/10/2018, 10:05 AM |
| Q1 2018 | 230 | $398M | +$42.5M | -$88.9M | -$46.4M | VYM, VOO, VCSH, SCHF, BND | 13F-HR | 5/4/2018, 09:48 AM |
| Q4 2017 | 238 | $455M | +$76.5M | -$67.8M | +$8.64M | VYM, VOO, VCSH, BND, SCHF | 13F-HR | 2/2/2018, 02:49 PM |
| Q3 2017 | 229 | $440M | +$70.3M | -$160M | -$89.2M | VYM, VOO, VCSH, PG, DES | 13F-HR | 11/7/2017, 09:29 AM |
| Q2 2017 | 221 | $510M | +$78M | -$329M | -$251M | VYM, VOO, VCSH, BND, DES | 13F-HR | 8/4/2017, 08:38 AM |
| Q1 2017 | 252 | $752M | +$197M | -$122M | +$74.1M | VYM, VOO, PG, DES, BND | 13F-HR | 5/5/2017, 10:59 AM |
| Q4 2016 | 238 | $670M | +$221M | -$77.2M | +$144M | VYM, VOO, PG, DES, ESGR | 13F-HR | 2/7/2017, 09:24 AM |
| Q3 2016 | 197 | $484M | +$106M | -$90.1M | +$15.7M | VYM, VOO, PG, DES, BND | 13F-HR | 11/7/2016, 02:33 PM |
| Q2 2016 | 184 | $450M | +$85.7M | -$99.6M | -$13.9M | VYM, PG, VOO, DES, BND | 13F-HR | 8/5/2016, 09:21 AM |
| Q1 2016 | 187 | $453M | +$75.9M | -$229M | -$153M | VYM, PG, VOO, DES, BND | 13F-HR | 5/5/2016, 03:38 PM |
| Q4 2015 | 254 | $592M | +$87.3M | -$101M | -$13.7M | VYM, CSGS, LG, PG, VOO | 13F-HR | 2/8/2016, 09:22 AM |
| Q3 2015 | 246 | $592M | +$132M | -$144M | -$12.9M | VYM, RUTH, LG, CSGS, PG | 13F-HR | 11/6/2015, 09:17 AM |
| Q2 2015 | 216 | $639M | +$117M | -$109M | +$7.83M | VYM, CUBI, CSGS, LG, PG | 13F-HR | 8/5/2015, 05:13 PM |
| Q1 2015 | 220 | $632M | +$73.1M | -$149M | -$76.3M | VYM, PG, CUBI, CSGS, LG | 13F-HR | 5/7/2015, 09:21 AM |
| Q4 2014 | 220 | $689M | +$85.4M | -$185M | -$99.3M | LHO, LG, PG, VYM, CSGS | 13F-HR | 2/5/2015, 02:20 PM |
| Q3 2014 | 232 | $727M | +$160M | -$793M | -$633M | LHO, LG, CSGS, PG, TCAP | 13F-HR | 11/10/2014, 09:37 AM |
| Q2 2014 | 228 | $1.44B | +$193M | -$189M | +$3.8M | LHO, CR, NTGR, MTRN, PG | 13F-HR | 8/12/2014, 05:30 PM |
| Q1 2014 | 197 | $1.41B | +$270M | -$684M | -$414M | LHO, CR, PDS, MTRN, TWI | 13F-HR | 4/30/2014, 01:10 PM |
| Q4 2013 | 189 | $1.81B | $0 | $0 | LHO, MTRN, AHL, PDS, NTGR | 13F-HR | 1/31/2014, 11:51 AM |