0001844201-23-000005.txt : 20231018
0001844201-23-000005.hdr.sgml : 20231018
20231018144054
ACCESSION NUMBER: 0001844201-23-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231018
DATE AS OF CHANGE: 20231018
EFFECTIVENESS DATE: 20231018
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Opal Wealth Advisors, LLC
CENTRAL INDEX KEY: 0001844201
IRS NUMBER: 833212600
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20659
FILM NUMBER: 231332001
BUSINESS ADDRESS:
STREET 1: 2 JERICHO PLAZA
STREET 2: SUITE 208
CITY: JERICHO
STATE: NY
ZIP: 11753
BUSINESS PHONE: 516-388-7980
MAIL ADDRESS:
STREET 1: 2 JERICHO PLAZA
STREET 2: SUITE 208
CITY: JERICHO
STATE: NY
ZIP: 11753
13F-HR
1
primary_doc.xml
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0001844201
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09-30-2023
09-30-2023
Opal Wealth Advisors, LLC
2 JERICHO PLAZA
SUITE 208
JERICHO
NY
11753
13F HOLDINGS REPORT
028-20659
801-114223
N
Chris Clasen
Chief Compliance Officer
516-388-7980
Chris Clasen
Jericho
NY
10-18-2023
0
142
170894801
false
INFORMATION TABLE
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opal3q23.xml
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COM
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COM
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ACCENTURE PLC IRELAND
SHS CLASS A
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863
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863
ADOBE INC
COM
00724F101
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842
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842
ALPHA TAU MEDICAL LTD
ORDINARY SHARES
M0740A108
37900
10000
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SOLE
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10000
ALPHABET INC
CAP STK CL A
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794452
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SOLE
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6071
ALPHABET INC
CAP STK CL C
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5486
ALPS ETF TR
ALERIAN MLP
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353046
8366
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8366
ALPS ETF TR
RIVRFRNT STR INC
00162Q783
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12146
SH
SOLE
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12146
ALTRIA GROUP INC
COM
02209S103
316293
7522
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AMAZON COM INC
COM
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11011
AMERICAN EXPRESS CO
COM
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2121
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AMGEN INC
COM
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AMPLIFY ETF TR
CWP ENHANCED DIV
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14178
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APPLE INC
COM
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ASML HOLDING N V
N Y REGISTRY SHS
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AT&T INC
COM
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ATLASSIAN CORPORATION
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BANK AMERICA CORP
COM
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BLACKROCK INC
COM
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BLACKSTONE INC
COM
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BOEING CO
COM
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BOOKING HOLDINGS INC
COM
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COM
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COM
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COM
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CDW CORP
COM
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CHEVRON CORP NEW
COM
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CISCO SYS INC
COM
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COCA COLA CO
COM
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COMCAST CORP NEW
CL A
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CONOCOPHILLIPS
COM
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COSTCO WHSL CORP NEW
COM
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539
CVS HEALTH CORP
COM
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DANAHER CORPORATION
COM
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DISNEY WALT CO
COM
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DOW INC
COM
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ELI LILLY & CO
COM
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EXXON MOBIL CORP
COM
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FACTSET RESH SYS INC
COM
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FEDEX CORP
COM
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FIDELITY MERRIMACK STR TR
TOTAL BD ETF
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FIRST TR ENHANCED EQUITY INC
COM
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FIRST TR VALUE LINE DIVID IN
SHS
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FISERV INC
COM
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GALLAGHER ARTHUR J & CO
COM
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GARTNER INC
COM
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GLOBAL PMTS INC
COM
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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ILLINOIS TOOL WKS INC
COM
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INTEL CORP
COM
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INTERNATIONAL BUSINESS MACHS
COM
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SR LN ETF
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S&P500 EQL WGT
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ULTRA SHT MUNCPL
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HENDRSON AAA CL
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COM
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COM
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LEGG MASON ETF INVT
CLEARBRIDEG LR
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LOCKHEED MARTIN CORP
COM
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LOWES COS INC
COM
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MARKEL GROUP INC
COM
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CL A
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COM
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MERCK & CO INC
COM
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META PLATFORMS INC
CL A
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MICROSOFT CORP
COM
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NETFLIX INC
COM
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NIKE INC
CL B
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SPONSORED ADR
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ADR
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COM
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NUVEEN TAXABLE MUNICPAL INM
COM
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NVIDIA CORPORATION
COM
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ORACLE CORP
COM
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PACER US SMALL
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PALO ALTO NETWORKS INC
COM
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PEPSICO INC
COM
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PFIZER INC
COM
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PHILIP MORRIS INTL INC
COM
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PIMCO ETF TR
INTER MUN BD ACT
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PROCTER AND GAMBLE CO
COM
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SH
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PROLOGIS INC.
COM
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QUALCOMM INC
COM
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RTX CORPORATION
COM
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S&P GLOBAL INC
COM
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SALESFORCE INC
COM
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US MID-CAP ETF
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SELECT SECTOR SPDR TR
INDL
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SBI MATERIALS
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MSCI ACWI EXUS
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SPDR S&P 500 ETF TR
TR UNIT
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SPDR SER TR
NUVEEN BLMBRG SH
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COM
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COM
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COM
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CL B
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UNITS
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UNITEDHEALTH GROUP INC
COM
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UNITY SOFTWARE INC
COM
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IG FLOATING RATE
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SM CP VAL ETF
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VANGUARD INDEX FDS
SMALL CP ETF
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VANGUARD INDEX FDS
TOTAL STK MKT
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TAX EXEMPT BD
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SHORT TERM TREAS
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HIGH DIV YLD
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VANGUARD WHITEHALL FDS
INTL HIGH ETF
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292864
4732
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VERISK ANALYTICS INC
COM
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210490
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VERIZON COMMUNICATIONS INC
COM
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VIRTUS DIVIDEND INTEREST & P
COM
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VISA INC
COM CL A
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5928
WALMART INC
COM
931142103
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2105
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WHITE MTNS INS GROUP LTD
COM
G9618E107
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ZOETIS INC
CL A
98978V103
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