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Home > Institutional Investor > Opes Wealth Management Llc > Profile

Instuitional Investor - Opes Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Opes Wealth Management Llc
Portfolio Value $563,170,412
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 423,047 $86,796,451 15.41%
2.
Netflix Inc
 NFLX 21,464 $28,742,417 5.1%
3.
Schwab Strategic Trust
 FNDF 713,141 $28,539,903 5.07%
4.
Ishares Tr - CALIF MUN BD ETF
 387,164 $21,580,521 3.83%
5.
Gilead Sciences Inc.
 GILD 171,017 $18,960,655 3.37%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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