Notify me when Opes Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 143 | $567,991,125 | +$13,266,947 | -$50,793,736 | -$37,526,789 | AAPL, FNDF, CMF, GILD, FNDB | 13F-HR | 24 Nov 2025, 17:11 |
| Q2 2025 | 145 | $563,170,412 | +$55,847,417 | -$10,669,771 | +$45,177,646 | AAPL, NFLX, FNDF, CMF, GILD | 13F-HR | 30 Jul 2025, 20:00 |
| Q1 2025 | 143 | $495,487,176 | +$36,449,554 | -$17,455,925 | +$18,993,629 | AAPL, FNDF, CMF, GILD, IUSB | 13F-HR | 06 May 2025, 14:05 |
| Q4 2024 | 137 | $487,742,659 | +$58,553,862 | -$52,059,752 | +$6,494,110 | AAPL, FNDF, CMF, IUSB, GILD | 13F-HR | 30 Jan 2025, 17:19 |
| Q3 2024 | 140 | $520,093,247 | +$8,152,711 | -$3,116,462 | +$5,036,249 | AAPL, FNDF, CMF, IUSB, GILD | 13F-HR | 29 Oct 2024, 13:26 |
| Q2 2024 | 133 | $479,209,832 | +$40,575,993 | -$9,591,210 | +$30,984,783 | AAPL, FNDF, CMF, IUSB, FNDB | 13F-HR | 05 Aug 2024, 17:22 |
| Q1 2024 | 132 | $433,116,342 | +$22,608,717 | -$7,945,395 | +$14,663,322 | AAPL, FNDF, CMF, IUSB, GILD | 13F-HR | 02 May 2024, 21:26 |
| Q4 2023 | 126 | $416,669,174 | +$38,985,302 | -$18,244,927 | +$20,740,375 | AAPL, FNDF, CMF, IUSB, GILD | 13F-HR | 31 Jan 2024, 15:55 |
| Q3 2023 | 121 | $360,977,033 | +$38,906,051 | -$13,057,852 | +$25,848,199 | AAPL, FNDF, CMF, IUSB, GILD | 13F-HR | 02 Nov 2023, 21:16 |
| Q2 2023 | 121 | $351,829,191 | +$29,135,162 | -$3,314,013 | +$25,821,149 | AAPL, FNDF, CMF, GILD, IUSB | 13F-HR | 02 Aug 2023, 18:20 |
| Q1 2023 | 108 | $309,429,014 | +$30,715,515 | -$16,747,871 | +$13,967,644 | AAPL, FNDF, CMF, GILD, FNDX | 13F-HR | 01 May 2023, 21:14 |
| Q4 2022 | 103 | $274,558,894 | +$26,797,647 | -$18,319,754 | +$8,477,893 | AAPL, FNDF, GILD, CMF, FNDX | 13F-HR | 30 Jan 2023, 20:15 |
| Q3 2022 | 93 | $249,357,000 | +$33,115,409 | -$19,921,270 | +$13,194,139 | AAPL, FNDF, CMF, GILD, IUSB | 13F-HR | 31 Oct 2022, 18:20 |
| Q2 2022 | 92 | $249,818,000 | +$22,713,078 | -$35,020,724 | -$12,307,646 | AAPL, FNDF, FNDX, GILD, MUB | 13F-HR | 09 Aug 2022, 17:51 |
| Q1 2022 | 104 | $306,042,000 | +$22,618,373 | -$9,041,798 | +$13,576,575 | AAPL, FNDF, FNDX, IUSB, CMF | 13F-HR | 04 May 2022, 20:13 |
| Q4 2021 | 109 | $320,695,000 | +$28,156,059 | -$9,879,050 | +$18,277,009 | AAPL, FNDF, NFLX, FNDX, GILD | 13F-HR | 31 Jan 2022, 15:26 |
| Q3 2021 | 96 | $281,928,000 | +$22,045,301 | -$7,790,388 | +$14,254,913 | AAPL, FNDF, FNDX, GILD, PDN | 13F-HR | 28 Oct 2021, 21:41 |
| Q2 2021 | 86 | $269,526,000 | +$8,143,917 | -$11,474,687 | -$3,330,770 | AAPL, FNDF, FNDX, SCHB, GILD | 13F-HR | 02 Aug 2021, 21:14 |
| Q1 2021 | 83 | $255,092,000 | +$43,328,345 | -$3,470,199 | +$39,858,146 | AAPL, FNDF, FNDX, SCHB, PDN | 13F-HR | 10 May 2021, 16:52 |
| Q4 2020 | 74 | $205,623,000 | +$12,050,508 | -$39,427,936 | -$27,377,428 | AAPL, FNDF, FNDX, SCHB, PDN | 13F-HR | 29 Jan 2021, 10:50 |
| Q3 2020 | 76 | $207,334,000 | +$40,952,272 | -$13,207,449 | +$27,744,823 | AAPL, FNDF, FNDX, SCHG, SCHB | 13F-HR | 06 Nov 2020, 20:40 |
| Q2 2020 | 67 | $195,124,000 | +$75,036,487 | -$33,146,776 | +$41,889,711 | AAPL, FNDF, FNDX, SCHZ, SCHG | 13F-HR | 11 Aug 2020, 08:11 |
| Q1 2020 | 46 | $132,024,000 | +$18,809,713 | -$16,276,287 | +$2,533,426 | FNDF, SCHZ, FNDB, FNDC, SCHV | 13F-HR | 16 Apr 2020, 16:45 |
| Q4 2019 | 49 | $159,662,000 | +$9,131,084 | -$8,354,551 | +$776,533 | FNDF, SCHZ, FNDB, SCHG, FNDC | 13F-HR | 30 Jan 2020, 12:24 |
| Q3 2019 | 51 | $148,766,000 | +$7,865,284 | -$6,123,220 | +$1,742,064 | FNDF, SCHZ, FNDB, SCHG, FNDC | 13F-HR | 12 Nov 2019, 09:39 |
| Q2 2019 | 46 | $146,321,000 | +$13,130,528 | -$4,362,030 | +$8,768,498 | FNDF, SCHZ, FNDB, SCHG, FNDC | 13F-HR | 30 Jul 2019, 16:59 |
| Q1 2019 | 36 | $134,321,000 | $0 | $0 | $0 | FNDF, SCHZ, FNDB, SCHG, FNDC | 13F-HR | 30 Apr 2019, 17:23 |