Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Opal Wealth Advisors, LLC

Quarter ended Q1 2024 · Filed April 11, 2024 · Accession 0001844201-24-000004

Total Value
$294.8M
Positions
350
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (350)

#IssuerTicker / CUSIPSharesValue% of Filing
1PUTNAM ETF TRUST7467293001,056,925$37.8M12.81%
2LEGG MASON ETF INVT524682200488,812$32.8M11.12%
3VANGUARD INDEX FDS922908611103,907$19.9M6.76%
4ISHARES TR46432F859306,441$14.5M4.93%
5J P MORGAN EXCHANGE TRADED F46641Q647284,072$14.4M4.89%
6AMERICAN CENTY ETF TR02507287799,830$9.4M3.17%
7ISHARES TR464288323167,630$9.0M3.06%
8ISHARES TR46428740841,205$7.7M2.61%
9J P MORGAN EXCHANGE TRADED F46641Q654144,767$7.3M2.49%
10SELECT SECTOR SPDR TR81369Y70457,233$7.2M2.45%
11ISHARES TR46428841460,159$6.5M2.20%
12VANGUARD MUN BD FDS922907746106,473$5.4M1.83%
13APPLE INCAAPL29,431$5.0M1.71%
14MICROSOFT CORPMSFT10,179$4.3M1.45%
15PIMCO ETF TR72201R86676,057$4.0M1.35%
16SPDR S&P 500 ETF TRSPY7,076$3.7M1.26%
17ISHARES TR46434V61359,756$2.7M0.92%
18SPDR INDEX SHS FDS78463X84894,356$2.7M0.91%
19FIDELITY MERRIMACK STR TR31618830956,544$2.6M0.87%
20VANECK ETF TRUST92189F64327,592$2.5M0.84%
21SPDR SER TR78464A40933,014$2.4M0.82%
22SCHWAB STRATEGIC TR80852450829,099$2.4M0.80%
23WISDOMTREE TRWT50,692$2.2M0.75%
24ISHARES TR46428861220,898$2.2M0.74%
25NVIDIA CORPORATIONNVDA2,270$2.1M0.70%
26AMAZON COM INCAMZN10,775$1.9M0.66%
27SPDR SER TR78464A50838,724$1.9M0.66%
28UNITEDHEALTH GROUP INCUNH3,902$1.9M0.65%
29ISHARES TR4642876486,842$1.9M0.63%
30VANECK ETF TRUST92189F48670,341$1.8M0.61%
31SPDR SER TR78468R85336,788$1.6M0.54%
32VISA INCV5,313$1.5M0.50%
33SPDR SER TR78468R73931,163$1.5M0.50%
34ISHARES TR46428780412,043$1.3M0.45%
35ISHARES TR4642872002,234$1.2M0.40%
36META PLATFORMS INCMETA2,349$1.1M0.39%
37VANGUARD INDEX FDS9229087694,279$1.1M0.38%
38JANUS DETROIT STR TR47103U84521,653$1.1M0.37%
39ISHARES TR46428722611,204$1.1M0.37%
40EXXON MOBIL CORPXOM8,917$1.0M0.35%
41HOME DEPOT INCHD2,667$1.0M0.35%
42VIRTUS DIVIDEND INTEREST & PNFJ73,846$943,7520.32%
43ABBVIE INCABBV5,061$921,5820.31%
44ALPHABET INCGOOG5,868$885,6580.30%
45DISNEY WALT CO2546871067,165$876,7200.30%
46SPDR SER TR78464A8887,854$876,4280.30%
47ISHARES TR46435G24335,240$862,6690.29%
48JPMORGAN CHASE & COVYLD4,191$839,3770.28%
49COCA COLA COKO13,313$814,4900.28%
50ISHARES TR46434V62113,865$805,0020.27%
51TESLA INCTSLA4,514$793,5170.27%
52PIMCO ETF TR72201R7758,634$793,1200.27%
53CATERPILLAR INCCAT2,130$780,5770.26%
54ALPHABET INCGOOG5,112$778,3540.26%
55INVESCO EXCHANGE TRADED FD TIVZ4,286$725,9200.25%
56S&P GLOBAL INCSPGI1,705$725,3930.25%
57LOWES COS INC5486611072,834$721,9050.24%
58INVESCO EXCHANGE TRADED FD TIVZ6,770$720,9380.24%
59UBER TECHNOLOGIES INCUBER9,283$714,6990.24%
60FISERV INCFISV4,394$702,2500.24%
61CISCO SYS INCCSCO13,716$684,5660.23%
62PACER FDS TR69374H88111,273$655,0750.22%
63THERMO FISHER SCIENTIFIC INCTMO1,110$645,1450.22%
64STRYKER CORPORATIONSYK1,775$635,2200.22%
65NETFLIX INCNFLX1,041$632,2310.21%
66BERKSHIRE HATHAWAY INC DELBRK-A1,471$618,5850.21%
67ELI LILLY & COLLY794$617,7010.21%
68UNION PAC CORPUNP2,492$612,8580.21%
69FIRST TR ENHANCED EQUITY INC33731810931,184$589,3780.20%
70MERCK & CO INCMRK4,388$578,9760.20%
71VANGUARD BD INDEX FDS9219378357,923$575,4480.20%
72QUALCOMM INCQCOM3,299$558,5210.19%
73INTERNATIONAL BUSINESS MACHSINTR2,922$557,9610.19%
74ORACLE CORPORCL-PD4,422$555,4480.19%
75ISHARES TR4642874325,685$537,9150.18%
76INTEL CORPINTC12,078$533,4860.18%
77FEDEX CORPFDX1,809$524,1400.18%
78VANGUARD INDEX FDS9229083631,066$512,4270.17%
79PACER FDS TR69374H85710,343$508,4490.17%
80MARKEL GROUP INCMKL326$496,0030.17%
81INVESCO QQQ TRIVZ1,100$488,4110.17%
82AMERICAN EXPRESS COAXP2,143$487,9400.17%
83SSGA ACTIVE ETF TR78467V70711,999$485,9600.16%
84BANK AMERICA CORP06050510412,538$475,4270.16%
85PACER FDS TR69374H70913,545$470,0000.16%
86CHEVRON CORP NEWCVX2,898$457,1730.16%
87BROADCOM INCAVGO344$455,2990.15%
88MCKESSON CORPMCK846$454,1760.15%
89HONEYWELL INTL INC4385161062,119$434,8280.15%
90VANGUARD WHITEHALL FDS9219467946,226$428,3490.15%
91COMCAST CORP NEWCCZ9,837$426,4190.14%
92AMPLIFY ETF TR03210840910,955$425,9310.14%
93CVS HEALTH CORPCVS5,332$425,2940.14%
94ALPS ETF TR00162Q4528,860$420,4960.14%
95ILLINOIS TOOL WKS INC4523081091,567$420,3630.14%
96ABBOTT LABSABLZF3,687$419,0650.14%
97TJX COS INC NEW8725401094,129$418,7640.14%
98PROCTER AND GAMBLE CO7427181092,567$416,5750.14%
99VANGUARD INDEX FDS9229087442,552$415,6260.14%
100AMGEN INCAMGN1,432$407,1470.14%
101FIRST TR VALUE LINE DIVID IN33734H1069,508$401,5260.14%
102WHITE MTNS INS GROUP LTDG9618E107222$398,3350.14%
103VANGUARD BD INDEX FDS9219378195,226$394,0410.13%
104GARTNER INCIT817$389,4400.13%
105NOVO-NORDISK A SNONOF3,007$386,0740.13%
106BLACKSTONE INCBX2,884$378,8640.13%
107JOHNSON & JOHNSONJNJ2,335$369,3420.13%
108RTX CORPORATIONRTX3,764$367,0850.12%
109CDW CORPCDW1,434$366,7890.12%
110VANGUARD WHITEHALL FDS9219464063,027$366,2370.12%
111ASML HOLDING N VASMLF370$359,0740.12%
112ISHARES TR46435U6638,906$358,6630.12%
113GLOBAL PMTS INC37940X1022,576$344,3090.12%
114CAPITAL GROUP INTL FOCUS EQT14019W10913,302$342,9260.12%
115WALMART INCWMT5,684$342,0070.12%
116ADOBE INCADBE672$339,0920.12%
117COSTCO WHSL CORP NEW22160K105462$338,4760.11%
118VANGUARD STAR FDS9219097685,530$333,4590.11%
119VANGUARD SCOTTSDALE FDS92206C1025,643$327,6900.11%
120ISHARES TR4642888022,994$326,8860.11%
121CONOCOPHILLIPSCOP2,520$320,7460.11%
122ISHARES U S ETF TR46431W8386,350$318,2620.11%
123ALPS ETF TR00162Q78313,530$309,5670.10%
124VANGUARD INDEX FDS9229087511,345$307,5000.10%
125SALESFORCE INCCRM1,017$306,3010.10%
126UNITED RENTALS INCURI418$301,4240.10%
127OREILLY AUTOMOTIVE INC67103H107263$296,8960.10%
128MASTERCARD INCORPORATEDMA614$295,6840.10%
129GALLAGHER ARTHUR J & CO3635761091,145$286,2960.10%
130NUVEEN NEW YORK AMT QLT MUNINU26,130$284,0340.10%
131LOCKHEED MARTIN CORPLMT612$278,5040.09%
132GODADDY INCGDDY2,315$274,7450.09%
133ATLASSIAN CORPORATIONTEAM1,383$269,8380.09%
134ALTRIA GROUP INCMO6,172$269,2150.09%
135BOEING COBA-PA1,364$263,2390.09%
136INVESCO EXCH TRADED FD TR IIIVZ12,432$262,9370.09%
137SHERWIN WILLIAMS COSHW757$262,9290.09%
138GRAYSCALE BITCOIN TR BTCGBTC4,145$261,8400.09%
139STERIS PLCSTE1,161$261,0170.09%
140NOVARTIS AGNVSEF2,660$257,3020.09%
141EATON CORP PLCETN819$256,0850.09%
142PFIZER INCPFE9,220$255,8550.09%
143MARTIN MARIETTA MATLS INC573284106402$246,8040.08%
144ACCENTURE PLC IRELANDACN712$246,7870.08%
145MGM RESORTS INTERNATIONALMGM5,224$246,6290.08%
146PHILIP MORRIS INTL INC7181721092,690$246,4690.08%
147ISHARES TR4642881582,350$246,1160.08%
148FERRARI N VRACE559$243,6910.08%
149DANAHER CORPORATION235851102974$243,2280.08%
150SELECT SECTOR SPDR TR81369Y8031,166$242,8840.08%
151INTUITINTU372$241,8000.08%
152ADVANCED MICRO DEVICES INCAMD1,323$238,7890.08%
153SELECT SECTOR SPDR TR81369Y1002,538$235,7210.08%
154ROSS STORES INCROST1,566$229,8270.08%
155APOLLO GLOBAL MGMT INC03769M1062,035$228,8360.08%
156VALERO ENERGY CORPVLO1,338$228,3420.08%
157CANADIAN PACIFIC KANSAS CITYCP2,578$227,3030.08%
158BLACKROCK INCBLK272$226,7670.08%
159SERVICENOW INCNOW295$224,9080.08%
160ISHARES TR464287622774$222,9360.08%
161BROOKFIELD CORP11271J1075,321$222,7910.08%
162COLGATE PALMOLIVE COCL2,472$222,6260.08%
163PEPSICO INCPEP1,270$222,2570.08%
164LINDE PLCLIN472$219,1600.07%
165VANGUARD INDEX FDS922908629859$214,6300.07%
166ISHARES TR464287614619$208,6340.07%
167PALO ALTO NETWORKS INCPANW727$206,5630.07%
168WORKDAY INCWDAY742$202,3810.07%
169ICON PLCICLR600$201,5700.07%
170UNITED STS OIL FD LPUNTCW2,508$197,4550.07%
171NUVEEN TAXABLE MUNICPAL INMNU12,644$193,7100.07%
172VANGUARD INTL EQUITY INDEX F9220427753,280$192,3720.07%
173VANGUARD INDEX FDS9229086521,095$191,9210.07%
174VERISK ANALYTICS INCVRSK801$188,8200.06%
175VANGUARD INDEX FDS9229085532,163$187,0570.06%
176ZOETIS INCZTS1,070$181,0550.06%
177THE CIGNA GROUP125523100489$177,6000.06%
178VERIZON COMMUNICATIONS INCVZ4,004$168,0150.06%
179UNITED PARCEL SERVICE INCUPS1,111$165,1280.06%
180UNILEVER PLCUNLYF3,265$163,8600.06%
181VANECK ETF TRUST92189F1065,057$159,9030.05%
182TEXAS INSTRS INC882508104880$153,2620.05%
183TELEFLEX INCORPORATEDTFX626$141,5830.05%
184VANGUARD INDEX FDS922908512823$128,3140.04%
185US BANCORP DELUSB-PS2,817$125,9300.04%
186VALVOLINE INCVVV2,800$124,7960.04%
187U HAUL HOLDING COMPANYUHAL-B1,771$119,6140.04%
188TRANSUNIONTRU1,341$107,0120.04%
189TRIMBLE INCTRMB1,655$106,5160.04%
190WASTE CONNECTIONS INCWCN604$103,8950.04%
191T-MOBILE US INCTMUSZ573$93,5500.03%
192VANGUARD BD INDEX FDS9219378271,219$93,4610.03%
193VANGUARD WHITEHALL FDS9219468101,064$86,7480.03%
194WISDOMTREE TRWT1,725$86,7480.03%
195WYNN RESORTS LTDWYNN832$85,0730.03%
196THOMSON REUTERS CORP.TMSOF545$84,9280.03%
197VANGUARD WORLD FD92204A306602$79,2840.03%
198TOTALENERGIES SETTE1,098$75,5760.03%
199VANGUARD SCOTTSDALE FDS92206C409976$75,4550.03%
200WEST PHARMACEUTICAL SVSC INC955306105186$73,6030.02%
201VODAFONE GROUP PLC NEW92857W3087,433$66,1510.02%
202VANGUARD INDEX FDS922908736191$65,7430.02%
203VANGUARD INDEX FDS922908595223$58,1410.02%
204WISDOMTREE TRWT1,654$57,5930.02%
205VANGUARD TAX-MANAGED FDS9219438581,141$57,2440.02%
206WELLS FARGO CO NEW949746101983$56,9580.02%
207VERTEX PHARMACEUTICALS INCVRTX134$56,0140.02%
208WILLIAMS COS INC9694571001,335$52,0250.02%
209WATSCO INCWSO-B107$46,2210.02%
210TOYOTA MOTOR CORPTOYOF178$44,8000.02%
211VERALTO CORPVLTO493$43,7100.01%
212WELLTOWER INCWELL461$43,0490.01%
213TRAVELERS COMPANIES INCTRV184$42,3460.01%
214UBS GROUP AGUBS1,362$41,8410.01%
215WISDOMTREE TRWT456$39,4970.01%
216WP CAREY INC92936U109651$36,7430.01%
217WISDOMTREE TRWT467$35,5810.01%
218WASTE MGMT INC DEL94106L109163$34,7440.01%
219VANGUARD SPECIALIZED FUNDS921908844185$33,7830.01%
220VANGUARD WORLD FD92204A70264$33,5580.01%
221VANGUARD SCOTTSDALE FDS92206C870412$33,1710.01%
222UFP INDUSTRIES INCUFPI268$32,9670.01%
223VULCAN MATLS CO929160109120$32,7510.01%
224VONTIER CORPORATIONVNT659$29,8930.01%
225ALPHA TAU MEDICAL LTDDRTSW10,000$29,5000.01%
226TRUIST FINL CORP89832Q109744$29,0160.01%
227WINTRUST FINL CORP97650W108254$26,5160.01%
228WEC ENERGY GROUP INCWEC299$24,5540.01%
229WISDOMTREE TRWT749$24,4780.01%
230TRANE TECHNOLOGIES PLCTT76$22,8160.01%
231VICTORY CAP HLDGS INC92645B103518$21,9790.01%
232VANGUARD INTL EQUITY INDEX F922042858513$21,4290.01%
233TE CONNECTIVITY LTDTEL139$20,1890.01%
234TOPBUILD CORPBLD42$18,5110.01%
235TIMKEN COTKR188$16,4370.01%
236ULTA BEAUTY INCULTA30$15,6870.01%
237UNIFIRST CORP MASSUNF87$15,0890.01%
238WD 40 COWDFC58$14,6920.00%
239THOR INDS INC885160101120$14,0810.00%
240WEYERHAEUSER CO MTN BEWY350$12,5690.00%
241TERADATA CORP DELTDC304$11,7560.00%
242VISTRA CORPVST157$10,9360.00%
243WARNER BROS DISCOVERY INCWBD1,248$10,8960.00%
244WILLIAMS SONOMA INCWSM33$10,4790.00%
245VICI PPTYS INC925652109335$9,9800.00%
246VANECK ETF TRUST92189F67643$9,6750.00%
247ZIMMER BIOMET HOLDINGS INCZBH73$9,6350.00%
248TC ENERGY CORPTRPRF227$9,1170.00%
249TREX CO INCTREX89$8,8780.00%
250ZEBRA TECHNOLOGIES CORPORATIZBRA29$8,7420.00%
251UTZ BRANDS INCUTZ454$8,3720.00%
252WISDOMTREE TRWT112$7,9210.00%
253TRACTOR SUPPLY COTSCO30$7,8520.00%
254WATERS CORP94184810322$7,5740.00%
255VANECK ETF TRUST92189F130273$7,3990.00%
256VIRTU FINL INC928254101359$7,3670.00%
257VALLEY NATL BANCORP919794107880$7,0050.00%
258VANGUARD SCOTTSDALE FDS92206C57390$6,8960.00%
259TRANSMEDICS GROUP INCTMDX93$6,8770.00%
260VANECK ETF TRUST92189F791175$6,7800.00%
261VANGUARD WORLD FD92204A60327$6,5930.00%
262VANECK ETF TRUST92189F593211$6,5660.00%
263VANECK ETF TRUST92189H821520$6,0580.00%
264UDR INCUDR157$5,8740.00%
265TORO COTORO62$5,6820.00%
266ZOOM VIDEO COMMUNICATIONS INZM84$5,4920.00%
267VAIL RESORTS INCMTN22$4,9030.00%
268XCEL ENERGY INCXELLL89$4,7840.00%
269WESTERN UN COWU340$4,7540.00%
270WABTEC92974010831$4,5170.00%
271VERITEX HLDGS INC923451108203$4,1600.00%
272VEECO INSTRS INC DEL922417100112$3,9400.00%
273TELUS CORPORATIONTU243$3,8910.00%
274WILLIS TOWERS WATSON PLC LTDWTW13$3,5750.00%
275TOLL BROTHERS INCTOL25$3,2350.00%
276WISDOMTREE TRWT63$3,2050.00%
277VIATRIS INCVTRS241$2,8780.00%
278WHEATON PRECIOUS METALS CORPWPM60$2,8280.00%
279WISDOMTREE TRWT57$2,7800.00%
280VANGUARD INTL EQUITY INDEX F92204274225$2,7630.00%
281WISDOMTREE TRWT42$2,7390.00%
282UNIVERSAL HLTH SVCS INC91390310015$2,7370.00%
283VANGUARD CHARLOTTE FDS92203J40755$2,7060.00%
284UNITED AIRLS HLDGS INCUNTCW56$2,6820.00%
285WISDOMTREE TRWT53$2,6570.00%
286TENET HEALTHCARE CORPTHC25$2,6280.00%
287VANECK ETF TRUST92189F84150$2,5470.00%
288WALGREENS BOOTS ALLIANCE INC931427108116$2,5170.00%
289TRANSDIGM GROUP INCTDG2$2,4640.00%
290WESTERN ASSET EMERGING MKTS95766A101238$2,2830.00%
291VERISIGN INCVRSN12$2,2750.00%
292WESTERN DIGITAL CORP.WDC33$2,2520.00%
293TERADYNE INCTER19$2,1440.00%
294VIKING THERAPEUTICS INCVKTX25$2,0500.00%
295TELADOC HEALTH INCTDOC129$1,9480.00%
296TERRENO RLTY CORP88146M10128$1,8600.00%
297VALE S AVALE143$1,7440.00%
298VANGUARD SCOTTSDALE FDS92206C77135$1,5970.00%
299TRUMP MEDIA & TECHNOLOGY GRODJTWW25$1,5490.00%
300TOAST INCTOST60$1,4960.00%
301WINGSTOP INCWING4$1,4660.00%
302VEEVA SYS INCVEEV6$1,3910.00%
303XP INCXP51$1,3090.00%
304TKO GROUP HOLDINGS INCTKO15$1,2970.00%
305US FOODS HLDG CORPUSFD23$1,2420.00%
306VANGUARD WORLD FD92204A8016$1,2270.00%
307VOYA FINANCIAL INCVOYA-PB16$1,1830.00%
308TEXTRON INCTXT12$1,1520.00%
309TD SYNNEX CORPORATIONSNX10$1,1310.00%
310TYSON FOODS INCTSN17$9990.00%
311ZIFF DAVIS INCZD15$9460.00%
312WISDOMTREE TRWT17$9320.00%
313WARBY PARKER INCWRBY68$9260.00%
314TRIPADVISOR INCTRIP32$8900.00%
315TELEDYNE TECHNOLOGIES INCTDY2$8590.00%
316TECK RESOURCES LTDTCKRF18$8250.00%
317ZIONS BANCORPORATION N A98970110719$8250.00%
318TOPGOLF CALLAWAY BRANDS CORP13119310449$7930.00%
319YETI HLDGS INCYETI19$7330.00%
320TWIST BIOSCIENCE CORPTWST20$6870.00%
321UGI CORP NEW90268110527$6630.00%
322VERTIV HOLDINGS COVRT8$6540.00%
323VENTAS INCVTR14$6100.00%
324VANGUARD SCOTTSDALE FDS92206C6647$5960.00%
325XYLEM INCXYL4$5170.00%
326UNITED THERAPEUTICS CORP DELUTHR2$4600.00%
327UNITED PARKS & RESORTS INCPRKS8$4500.00%
328WOLFSPEED INCWOLF15$4430.00%
329XPEL INCXPEL8$4330.00%
330YUM BRANDS INCYUM3$4160.00%
331WISDOMTREE TRWT11$3250.00%
332V F CORPVFC21$3230.00%
333XENIA HOTELS & RESORTS INCXHR21$3160.00%
334TRAVEL PLUS LEISURE CO8941641026$2940.00%
335VERACYTE INCVCYT13$2890.00%
336WENDYS CO95058W10015$2830.00%
337WK KELLOGG CO92942W10714$2640.00%
338WOLVERINE WORLD WIDE INCWWW20$2250.00%
339TUTOR PERINI CORPTPC15$2170.00%
340TIDEWATER INC NEWTDGMW21$2070.00%
341UNDER ARMOUR INCUA27$2000.00%
342WARNER MUSIC GROUP CORPWMG6$1990.00%
343VIAVI SOLUTIONS INCVIAV21$1910.00%
344TWILIO INCTWLO3$1840.00%
345XEROX HOLDINGS CORPXRXDW10$1790.00%
346THE TRADE DESK INC88339J1052$1750.00%
347VIMEO INC92719V10041$1680.00%
348TELEFONAKTIEBOLAGET LM ERICS29482160825$1380.00%
349VIRGIN GALACTIC HOLDINGS INCSPCE50$740.00%
350YANDEX N VNBIS324$00.00%