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CIK: 0002055099
Total reported value
$159.0M
$159.0M
87 檔
27.1%
As reported in its official Q4 2024 Form 13F filing, Opulen Financial Group LLC's tracked investment portfolio stood at $159.0M with 87 total positions.
During Q4 2024, Opulen Financial Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.22% | +0.41% | — | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 12.18% | -0.89% | — | |
| 3 | IQLT | Ishares Msci International Q | ETF-Other | 6.08% | -0.19% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.10% | -0.43% | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.56% | +0.11% | — | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.48% | +0.23% | — | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.05% | +0.04% | — | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.32% | +0.04% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.19% | +0.26% | — | |
| 10 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.02% | -0.24% | — | |
| 11 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.95% | -0.21% | — | |
| 12 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.83% | -0.18% | — | |
| 13 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.78% | -0.24% | — | |
| 14 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.76% | -0.16% | — | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.75% | +0.14% | — | |
| 16 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.67% | -0.14% | — | |
| 17 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.60% | -0.17% | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.42% | — | — | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.39% | +0.07% | — | |
| 20 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.36% | — | — | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.10% | -0.03% | — | |
| 22 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.08% | -0.08% | — | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.08% | +0.03% | — | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.97% | — | — | |
| 25 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.91% | — | — | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.90% | +0.13% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | +0.07% | — | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.78% | -0.05% | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.75% | +0.10% | — | |
| 30 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 0.75% | -0.06% | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | +0.03% | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.71% | +0.03% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.10% | — | |
| 34 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.70% | -0.05% | — | |
| 35 | CNRG | Ss Spdr S&p Kensho Clp ETF | ETF-Other | 0.69% | -0.02% | — | |
| 36 | EMQQ | Emg Mkt Internet Etf-usa Inc | ETF-Other | 0.61% | -0.20% | EXIT | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | -0.05% | — | |
| 38 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.60% | -0.09% | — | |
| 39 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.58% | +0.02% | — | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.57% | +0.01% | — | |
| 41 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.53% | -0.04% | — | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | +0.02% | — | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | +0.05% | — | |
| 44 | XITK | Ss Spdr F Inno Tech ETF | ETF-Tech | 0.49% | — | — | |
| 45 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 0.49% | — | — | |
| 46 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.47% | -0.01% | — | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.02% | — | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.46% | +0.04% | — | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.46% | — | — | |
| 50 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.46% | -0.18% | EXIT |
According to official SEC Form 13F filings, Opulen Financial Group LLC reported a total U.S. public equity portfolio value of $159.0M across 87 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, SCHD, IQLT) accounted for 27.1% of total reported equity market value during Q4 2024.
During Q4 2024, Opulen Financial Group LLC's top holdings by market value included SPY (12.2%)、SCHD (12.2%)、IQLT (6.1%). The largest single position, SPY, represented 12.2% of total portfolio value.
In Q4 2024, Opulen Financial Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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