The Analysis of Opulen Financial Group LLC's Holdings

Currently, Opulen Financial Group LLC holds 108 types of securities in its portfolio with a total value $137.3M. In the most recent quarter, they have increased their positions in SCHD (+32.1K shares, valued at $881.1K), DFAX (+21.2K shares, valued at $694.6K), IVV (+724 shares, valued at $495.9K); decreased their positions in AMZN (-1.8K shares, valued at $409.9K), CNRG (-2.1K shares, valued at $191.0K), EMQQ (-2.2K shares, valued at $90.3K); initiated new positions in DFAS (+5.3K shares, valued at $369.2K), AMD (+1.2K shares, valued at $249.9K), LLY (+209 shares, valued at $224.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR23.4K shares3.00%2025-12-312026-02-10

SCHD SCHWAB STRATEGIC TR544.1K shares6.27%2025-12-312026-02-10

IQLT ISHARES TR187.7K shares0.75%2025-12-312026-02-10

IVV ISHARES TR7.8K shares10.27%2025-12-312026-02-10

AMZN AMAZON COM INC22.3K shares-7.39%2025-12-312026-02-10

VXF VANGUARD INDEX FDS20.3K shares0.18%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS6.5K shares3.35%2025-12-312026-02-10

BSCU INVESCO EXCH TRD SLF IDX FD185.6K shares9.37%2025-12-312026-02-10

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD161.5K shares7.49%2025-12-312026-02-10

VBR VANGUARD INDEX FDS13.7K shares0.66%2025-12-312026-02-10

BSCV INVESCO EXCH TRD SLF IDX FD167.5K shares3.59%2025-12-312026-02-10

BSCS INVESCO EXCH TRD SLF IDX FD134.1K shares4.86%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR4.5K shares1.13%2025-12-312026-02-10

BSCW INVESCO EXCH TRD SLF IDX FD120.7K shares5.71%2025-12-312026-02-10

BSCQ INVESCO EXCH TRD SLF IDX FD118.8K shares3.05%2025-12-312026-02-10

BSCR INVESCO EXCH TRD SLF IDX FD113.4K shares1.85%2025-12-312026-02-10

Sponsored

VBK VANGUARD INDEX FDS7.1K shares0.22%2025-12-312026-02-10

VB VANGUARD INDEX FDS7.2K shares5.04%2025-12-312026-02-10

VO VANGUARD INDEX FDS6.4K shares4.71%2025-12-312026-02-10

BSCX INVESCO EXCH TRD SLF IDX FD70.0K shares1.20%2025-12-312026-02-10

NVDA NVIDIA CORPORATION7.7K shares7.63%2025-12-312026-02-10

QQQM INVESCO EXCH TRADED FD TR II5.5K shares-0.56%2025-12-312026-02-10

QUAL ISHARES TR7.0K shares1.36%2025-12-312026-02-10

DGRO ISHARES TR19.9K shares0.69%2025-12-312026-02-10

Sponsored

AAPL APPLE INC4.9K shares6.96%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.3K shares0.40%2025-12-312026-02-10

SRLN SSGA ACTIVE ETF TR25.9K shares-3.94%2025-12-312026-02-10

VTI VANGUARD INDEX FDS3.2K shares0.70%2025-12-312026-02-10

XMHQ INVESCO EXCHANGE TRADED FD T10.2K shares0.17%2025-12-312026-02-10

SCHK SCHWAB STRATEGIC TR31.2K shares2.55%2025-12-312026-02-10

MSFT MICROSOFT CORP2.1K shares8.47%2025-12-312026-02-10

VUG VANGUARD INDEX FDS2.0K shares-0.35%2025-12-312026-02-10

Sponsored

DFAX DIMENSIONAL ETF TRUST28.9K shares274.98%2025-12-312026-02-10

IJR ISHARES TR7.6K shares8.99%2025-12-312026-02-10

MDY SPDR S&P MIDCAP 400 ETF TR1.4K shares16.80%2025-12-312026-02-10

SPAB SPDR SERIES TRUST31.9K shares-0.56%2025-12-312026-02-10

SPSM SPDR SERIES TRUST16.7K shares3.58%2025-12-312026-02-10

CNRG SPDR SERIES TRUST8.8K shares-19.61%2025-12-312026-02-10

VEA VANGUARD TAX-MANAGED FDS12.4K shares0.59%2025-12-312026-02-10

IMCB ISHARES TR9.3K shares29.84%2025-12-312026-02-10

Sponsored

BILS SPDR SERIES TRUST7.7K shares3.80%2025-12-312026-02-10

SJNK SPDR SERIES TRUST29.1K shares-0.87%2025-12-312026-02-10

BND VANGUARD BD INDEX FDS9.9K shares5.29%2025-12-312026-02-10

VEU VANGUARD INTL EQUITY INDEX F9.7K shares0.20%2025-12-312026-02-10

DFIC DIMENSIONAL ETF TRUST18.5K shares8.37%2025-12-312026-02-10

VLU SPDR SERIES TRUST3.0K shares0.48%2025-12-312026-02-10

FPE FIRST TR EXCH TRADED FD III33.4K shares1.57%2025-12-312026-02-10

SPYM SPDR SERIES TRUST7.5K shares0.29%2025-12-312026-02-10

Sponsored

EMQQ EXCHANGE TRADED CONCEPTS TRU14.7K shares-13.22%2025-12-312026-02-10

SUSA ISHARES TR4.2K shares1.41%2025-12-312026-02-10

XSOE WISDOMTREE TR15.1K shares-5.71%2025-12-312026-02-10

QUS SPDR SERIES TRUST3.4K shares0.83%2025-12-312026-02-10

EFIV SPDR SERIES TRUST8.7K shares0.27%2025-12-312026-02-10

TSLA TESLA INC1.2K shares6.28%2025-12-312026-02-10

META META PLATFORMS INC775 shares4.17%2025-12-312026-02-10

ALPHABET INC ALPHABET INC1.6K shares2.31%2025-12-312026-02-10

Sponsored

USMV ISHARES TR5.1K shares0.18%2025-12-312026-02-10

VTV VANGUARD INDEX FDS2.5K shares0.29%2025-12-312026-02-10

VNQ VANGUARD INDEX FDS5.3K shares2.15%2025-12-312026-02-10

XITK SPDR SERIES TRUST2.6K shares-9.17%2025-12-312026-02-10

SPMD SPDR SERIES TRUST7.6K shares5.21%2025-12-312026-02-10

BROADCOM INC BROADCOM INC1.3K shares9.77%2025-12-312026-02-10

IDEV ISHARES TR5.2K shares1.86%2025-12-312026-02-10

XLK SELECT SECTOR SPDR TR3.0K shares112.17%2025-12-312026-02-10

Sponsored

IGRO ISHARES TR5.1K shares-1.24%2025-12-312026-02-10

ALPHABET INC ALPHABET INC1.3K shares18.88%2025-12-312026-02-10

MYCF SSGA ACTIVE TR16.4K shares58.05%2025-12-312026-02-10

DFEM DIMENSIONAL ETF TRUST12.4K shares36.02%2025-12-312026-02-10

ISCB ISHARES TR6.2K shares-8.01%2025-12-312026-02-10

KOMP SPDR SERIES TRUST6.7K shares-4.70%2025-12-312026-02-10

EAGG ISHARES TR8.1K shares1.33%2025-12-312026-02-10

SPGP INVESCO EXCHANGE TRADED FD T3.3K shares0.21%2025-12-312026-02-10

Sponsored

DFAS DIMENSIONAL ETF TRUST5.3K sharesnew addition2025-12-312026-02-10

ESGD ISHARES TR3.7K shares1.90%2025-12-312026-02-10

KNG FIRST TR EXCHANGE-TRADED FD7.2K shares-0.65%2025-12-312026-02-10

IWF ISHARES TR743 shares0.13%2025-12-312026-02-10

BSCY INVESCO EXCH TRD SLF IDX FD16.7K shares1.16%2025-12-312026-02-10

QEFA SPDR INDEX SHS FDS3.7K shares1.41%2025-12-312026-02-10

SMMV ISHARES TR7.7K shares0.32%2025-12-312026-02-10

ESML ISHARES TR7.2K shares1.41%2025-12-312026-02-10

Sponsored

FLRN SPDR SERIES TRUST10.1K shares1.47%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.961 shares8.22%2025-12-312026-02-10

ICF ISHARES TR5.1K shares-3.19%2025-12-312026-02-10

BSMQ INVESCO EXCH TRD SLF IDX FD12.8K shares0.65%2025-12-312026-02-10

NFLX NETFLIX INC3.2K shares850.89%2025-12-312026-02-10

MTUM ISHARES TR1.2K shares0.33%2025-12-312026-02-10

VIOO VANGUARD ADMIRAL FDS INC2.5K shares3.43%2025-12-312026-02-10

ACWX ISHARES TR3.8K shares1.56%2025-12-312026-02-10

Sponsored

AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2025-12-312026-02-10

BSSX INVESCO EXCH TRD SLF IDX FD9.6K shares0.83%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL485 shares6.36%2025-12-312026-02-10

T AT&T INC9.8K shares-3.23%2025-12-312026-02-10

HD HOME DEPOT INC680 shares3.34%2025-12-312026-02-10

EFA ISHARES TR2.4K shares1.84%2025-12-312026-02-10

IVOO VANGUARD ADMIRAL FDS INC2.1K shares0.34%2025-12-312026-02-10

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.2K shares0.56%2025-12-312026-02-10

Sponsored

VXUS VANGUARD STAR FDS3.0K shares0.44%2025-12-312026-02-10

LLY ELI LILLY & CO209 sharesnew addition2025-12-312026-02-10

ISCG ISHARES TR4.0K shares0.20%2025-12-312026-02-10

BSMW INVESCO EXCH TRD SLF IDX FD8.8K shares0.77%2025-12-312026-02-10

EATON CORP PLC EATON CORP PLC690 shares1.02%2025-12-312026-02-10

BSMT INVESCO EXCH TRD SLF IDX FD9.4K shares0.53%2025-12-312026-02-10

BSMU INVESCO EXCH TRD SLF IDX FD9.8K shares0.54%2025-12-312026-02-10

VOOV VANGUARD ADMIRAL FDS INC1.0K shares0.39%2025-12-312026-02-10

Sponsored

BSMS INVESCO EXCH TRD SLF IDX FD8.9K shares0.59%2025-12-312026-02-10

DIA SPDR DOW JONES INDL AVERAGE435 shares0.46%2025-12-312026-02-10

SMMD ISHARES TR2.8K shares-1.04%2025-12-312026-02-10

BSMR INVESCO EXCH TRD SLF IDX FD8.7K shares0.57%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available