Opulen Financial Group LLC Top Holdings and 13F Report (2025) About Opulen Financial Group LLCInvestment ActivityOpulen Financial Group LLC has $110.03 million in total holdings as of December 31, 2024.Opulen Financial Group LLC owns shares of 87 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR S&P 500 ETF Trust $13,441,408Schwab US Dividend Equity ETF $13,400,554iShares MSCI Intl Quality Factor ETF $6,687,607Amazon.com $5,610,489iShares Core S&P 500 ETF $3,918,491 Sector AllocationMap of 500 Largest Holdings ofOpulen Financial Group LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$13,441,40822,93412.2%FinanceSCHDSchwab US Dividend Equity ETF$13,400,554490,50312.2%ETFIQLTiShares MSCI Intl Quality Factor ETF$6,687,607180,1626.1%ETFAMZNAmazon.com$5,610,48925,5735.1%Retail/WholesaleIVViShares Core S&P 500 ETF$3,918,4916,6563.6%ETFVXFVanguard Extended Market ETF$3,831,12120,1663.5%ETFVOOVanguard S&P 500 ETF$3,354,9126,2273.0%ETFVBRVanguard Small-Cap Value ETF$2,551,05412,8722.3%ETFQQQInvesco QQQ$2,408,0564,7102.2%FinanceBSCTInvesco BulletShares 2029 Corporate Bond ETF$2,221,417121,1242.0%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,147,087106,6612.0%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$2,012,984103,6021.8%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$1,960,140119,7401.8%ManufacturingBSCVInvesco BulletShares 2031 Corporate Bond ETF$1,931,640120,3511.8%ETFVBKVanguard Small-Cap Growth ETF$1,925,5766,8761.8%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,836,37494,2701.7%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$1,765,84387,8091.6%ETFVOVanguard Mid-Cap ETF$1,558,4925,9001.4%ETFVBVanguard Small-Cap ETF$1,526,0916,3511.4%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$1,499,90472,6351.4%ETFDGROiShares Core Dividend Growth ETF$1,212,76319,7711.1%ETFSRLNSPDR Blackstone Senior Loan ETF$1,192,17228,5691.1%ETFQUALiShares MSCI USA Quality Factor ETF$1,188,6176,6751.1%ETFRSPInvesco S&P 500 Equal Weight ETF$1,068,8526,1001.0%ETFXMHQInvesco S&P MidCap Quality ETF$999,40610,1490.9%ETFQQQMInvesco NASDAQ 100 ETF$992,9324,7180.9%ETFVTIVanguard Total Stock Market ETF$956,4283,3000.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$858,78134,3650.8%ETFAAPLApple$830,3723,3160.8%Computer and TechnologyINVESCO EXCH TRD SLF IDX FD$822,96439,9110.7%INVESCO BULLETSHVUGVanguard Growth ETF$807,8411,9680.7%ETFIJRiShares Core S&P Small-Cap ETF$781,0336,7790.7%ETFNVDANVIDIA$773,0015,7560.7%Computer and TechnologySJNKSPDR Bloomberg Short Term High Yield Bond ETF$772,48230,5930.7%ETFCNRGSPDR S&P Kensho Clean Power ETF$761,77612,5790.7%ETFEMQQEmerging Markets Internet & Ecommerce ETF$672,54019,5050.6%ETFBNDVanguard Total Bond Market ETF$664,5519,2410.6%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$656,5146,6210.6%ETFIMCBiShares Morningstar Mid-Cap ETF$642,6328,4390.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$630,5721,1070.6%ETFFPEFirst Trust Preferred Securities and Income ETF$585,40633,0740.5%ETFMSFTMicrosoft$563,1611,3360.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$554,80111,6020.5%ETFXITKSPDR FactSet Innovative Technology ETF$539,2683,0990.5%ETFVLUSPDR S&P 1500 Value Tilt ETF$536,6092,9160.5%ETFQUSSPDR MSCI USA StrategicFactors ETF$518,3923,3480.5%ETFSPLGSPDR Portfolio S&P 500 ETF$512,2107,4300.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$510,34111,3610.5%ETFVEUVanguard FTSE All-World ex-US ETF$510,0658,8850.5%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$507,85110,1150.5%ETFSUSAiShares MSCI USA ESG Select ETF$492,4494,0500.4%ETFISCBiShares Morningstar Small-Cap ETF$491,2528,3740.4%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$479,85315,7430.4%FinanceEFIVSPDR S&P 500 ESG ETF$479,5478,4910.4%ETFVNQVanguard Real Estate ETF$455,7305,1160.4%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$452,6479,7470.4%ETFKOMPSPDR S&P Kensho New Economies Composite ETF$443,9438,7340.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$443,2274,9920.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$399,4387,3040.4%ETFTSLATesla$393,7449750.4%Auto/Tires/TrucksSSGA ACTIVE TR$374,12415,0160.3%SPDR SSGA MY2026SPGPInvesco S&P 500 GARP ETF$348,5323,3230.3%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$347,47911,3070.3%ETFXLKTechnology Select Sector SPDR Fund$340,7901,4660.3%ETFIGROiShares International Dividend Growth ETF$333,2624,9040.3%ETFMETAMeta Platforms$325,0725550.3%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$324,1515,0280.3%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$319,3117,7020.3%ETFICFiShares Cohen & Steers REIT ETF$305,9245,0770.3%ETFIWFiShares Russell 1000 Growth ETF$297,2437400.3%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$292,87512,4260.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$281,9835,4060.3%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$274,6226,5310.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$269,3663,5380.2%ManufacturingNFLXNetflix$266,5052990.2%Consumer DiscretionaryQEFASPDR MSCI EAFE StrategicFactors ETF$264,3553,6460.2%ETFIVOOVanguard S&P Mid-Cap 400 ETF$262,8952,4920.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$246,9961,1940.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$239,8912,2620.2%ETFINVESCO EXCH TRD SLF IDX FD$238,5949,2640.2%INVESCO BULLETSHSPLVInvesco S&P 500 Low Volatility ETF$223,4503,1920.2%ETFHDHome Depot$220,3865670.2%Retail/WholesaleETNEaton$215,4866490.2%IndustrialsBSMWInvesco BulletShares 2032 Municipal Bond ETF$214,8808,5640.2%ETFTAT&T$214,3809,4150.2%Computer and TechnologyBSMSInvesco BulletShares 2028 Municipal Bond ETF$202,6038,6840.2%ETFAMPLIFY ETF TR$36,16916,1470.0%AMPLIFY ALTERNATShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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