Opal Wealth Advisors, LLC Buys LMP Automotive Holdings Inc, Valero Energy Corp, First Trust Enhanced Equity Income Fund, Sells Apple Inc, VanEck Gold Miners ETF, Amazon.com Inc

Investment company Opal Wealth Advisors, LLC (Current Portfolio) buys LMP Automotive Holdings Inc, Valero Energy Corp, First Trust Enhanced Equity Income Fund, COHEN & STEERS QUALITY INCOME REALTY FUND INC, Eaton Vance Tax-Managed Buy-Write Income Fund, sells Apple Inc, VanEck Gold Miners ETF, Amazon.com Inc, The Home Depot Inc, BNY Mellon Strategic Municipal Bond Fund, during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Opal Wealth Advisors, LLC. As of 2021Q3, Opal Wealth Advisors, LLC owns 82 stocks with a total value of $104 million. These are the details of the buys and sells.

For the details of Opal Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/opal+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Opal Wealth Advisors, LLC
  1. ClearBridge Large Cap Growth ESG ETF (LRGE) - 577,978 shares, 31.34% of the total portfolio. Shares reduced by 4.75%
  2. Schwab U.S. Mid-Cap ETF (SCHM) - 138,304 shares, 10.19% of the total portfolio. Shares added by 2.20%
  3. SPDR Homebuilders ETF (XHB) - 121,538 shares, 8.38% of the total portfolio. Shares reduced by 1.05%
  4. Industrial Select Sector SPDR (XLI) - 51,390 shares, 4.83% of the total portfolio. Shares added by 8.30%
  5. Materials Select Sector SPDR (XLB) - 63,304 shares, 4.81% of the total portfolio. Shares added by 11.58%
New Purchase: COHEN & STEERS QUALITY INCOME REALTY FUND INC (RQI)

Opal Wealth Advisors, LLC initiated holding in COHEN & STEERS QUALITY INCOME REALTY FUND INC. The purchase prices were between $14.9 and $16.69, with an estimated average price of $15.97. The stock is now traded at around $16.950000. The impact to a portfolio due to this purchase was 0.54%. The holding were 37,983 shares as of 2021-09-30.

New Purchase: Eaton Vance Tax-Managed Buy-Write Income Fund (ETB)

Opal Wealth Advisors, LLC initiated holding in Eaton Vance Tax-Managed Buy-Write Income Fund. The purchase prices were between $16.01 and $16.86, with an estimated average price of $16.52. The stock is now traded at around $16.690000. The impact to a portfolio due to this purchase was 0.41%. The holding were 26,876 shares as of 2021-09-30.

New Purchase: iShares MSCI Taiwan ETF (EWT)

Opal Wealth Advisors, LLC initiated holding in iShares MSCI Taiwan ETF. The purchase prices were between $60.28 and $65.6, with an estimated average price of $63.75. The stock is now traded at around $64.060000. The impact to a portfolio due to this purchase was 0.34%. The holding were 5,729 shares as of 2021-09-30.

New Purchase: Atlassian Corporation PLC (TEAM)

Opal Wealth Advisors, LLC initiated holding in Atlassian Corporation PLC. The purchase prices were between $258.43 and $413.94, with an estimated average price of $333.64. The stock is now traded at around $440.220000. The impact to a portfolio due to this purchase was 0.29%. The holding were 760 shares as of 2021-09-30.

New Purchase: Palo Alto Networks Inc (PANW)

Opal Wealth Advisors, LLC initiated holding in Palo Alto Networks Inc. The purchase prices were between $362.36 and $490.47, with an estimated average price of $421.51. The stock is now traded at around $493.550000. The impact to a portfolio due to this purchase was 0.22%. The holding were 482 shares as of 2021-09-30.

New Purchase: The Cooper Companies Inc (COO)

Opal Wealth Advisors, LLC initiated holding in The Cooper Companies Inc. The purchase prices were between $396.76 and $455.92, with an estimated average price of $426.88. The stock is now traded at around $424.140000. The impact to a portfolio due to this purchase was 0.21%. The holding were 528 shares as of 2021-09-30.

Added: LMP Automotive Holdings Inc (LMPX)

Opal Wealth Advisors, LLC added to a holding in LMP Automotive Holdings Inc by 196.25%. The purchase prices were between $13.53 and $19.54, with an estimated average price of $16.28. The stock is now traded at around $13.400000. The impact to a portfolio due to this purchase was 1.01%. The holding were 103,686 shares as of 2021-09-30.

Added: Valero Energy Corp (VLO)

Opal Wealth Advisors, LLC added to a holding in Valero Energy Corp by 364.44%. The purchase prices were between $60.2 and $78.07, with an estimated average price of $66.7. The stock is now traded at around $77.920000. The impact to a portfolio due to this purchase was 1%. The holding were 18,926 shares as of 2021-09-30.

Added: First Trust Enhanced Equity Income Fund (FFA)

Opal Wealth Advisors, LLC added to a holding in First Trust Enhanced Equity Income Fund by 81.56%. The purchase prices were between $19.7 and $22.16, with an estimated average price of $20.84. The stock is now traded at around $21.410000. The impact to a portfolio due to this purchase was 0.79%. The holding were 92,767 shares as of 2021-09-30.

Added: The Walt Disney Co (DIS)

Opal Wealth Advisors, LLC added to a holding in The Walt Disney Co by 22.05%. The purchase prices were between $169.17 and $185.91, with an estimated average price of $178.27. The stock is now traded at around $175.740000. The impact to a portfolio due to this purchase was 0.18%. The holding were 6,182 shares as of 2021-09-30.

Added: SPDR Portfolio S&P 600 Small Cap ETF (SPSM)

Opal Wealth Advisors, LLC added to a holding in SPDR Portfolio S&P 600 Small Cap ETF by 28.25%. The purchase prices were between $40.59 and $44.1, with an estimated average price of $42.74. The stock is now traded at around $46.910000. The impact to a portfolio due to this purchase was 0.12%. The holding were 12,956 shares as of 2021-09-30.

Added: Wynn Resorts Ltd (WYNN)

Opal Wealth Advisors, LLC added to a holding in Wynn Resorts Ltd by 26.39%. The purchase prices were between $78.77 and $122.4, with an estimated average price of $99.08. The stock is now traded at around $96.920000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,827 shares as of 2021-09-30.

Sold Out: Western Asset Managed Municipals Fd Inc (MMU)

Opal Wealth Advisors, LLC sold out a holding in Western Asset Managed Municipals Fd Inc. The sale prices were between $13.34 and $13.92, with an estimated average price of $13.57.

Sold Out: PepsiCo Inc (PEP)

Opal Wealth Advisors, LLC sold out a holding in PepsiCo Inc. The sale prices were between $148.2 and $158.91, with an estimated average price of $154.73.

Sold Out: Chevron Corp (CVX)

Opal Wealth Advisors, LLC sold out a holding in Chevron Corp. The sale prices were between $94.29 and $106.21, with an estimated average price of $99.81.

Sold Out: Raytheon Technologies Corp (RTX)

Opal Wealth Advisors, LLC sold out a holding in Raytheon Technologies Corp. The sale prices were between $81.05 and $88.62, with an estimated average price of $85.51.

Sold Out: Alibaba Group Holding Ltd (BABA)

Opal Wealth Advisors, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Sold Out: Amgen Inc (AMGN)

Opal Wealth Advisors, LLC sold out a holding in Amgen Inc. The sale prices were between $212.27 and $248.7, with an estimated average price of $230.39.



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