Opus Capital Group, LLC Top Holdings and 13F Report (2025) About Opus Capital Group, LLCInvestment ActivityOpus Capital Group, LLC has $787.37 thousand in total holdings as of December 31, 2024.Opus Capital Group, LLC owns shares of 120 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 6.45% of the portfolio was purchased this quarter.About 2.29% of the portfolio was sold this quarter.This quarter, Opus Capital Group, LLC has purchased 125 new stocks and bought additional shares in 38 stocks.Opus Capital Group, LLC sold shares of 56 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $145,412Schwab International Equity ETF $47,468Vanguard Intermediate-Term Treasury Index ETF $43,805iShares Core S&P Small-Cap ETF $41,796Vanguard Short-Term Treasury Index ETF $33,877 Largest New Holdings this Quarter Schwab Intermediate-Term U.S. Treasury ETF $2,267 Holding Largest Purchases this Quarter Schwab International Equity ETF 1,342,163 shares (about $24.83K)Alpha Architect 1-3 Month Box ETF 41,428 shares (about $4.57K)iShares 0-3 Month Treasury Bond ETF 32,453 shares (about $3.26K)Schwab US Broad Market ETF 130,389 shares (about $2.96K)Vanguard Intermediate-Term Treasury Index ETF 47,492 shares (about $2.75K) Largest Sales this Quarter Eli Lilly and Company 6,195 shares (about $4.78K)Vanguard S&P 500 ETF 7,796 shares (about $4.20K)Service Co. International 7,980 shares (about $636.93)iShares National Muni Bond ETF 4,764 shares (about $507.62)Broadcom 2,053 shares (about $475.96) Sector Allocation Over TimeMap of 500 Largest Holdings ofOpus Capital Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$145,412$4,201 ▼-2.8%269,87718.5%ETFSCHFSchwab International Equity ETF$47,468$24,830 ▲109.7%2,565,8516.0%ETFVGITVanguard Intermediate-Term Treasury Index ETF$43,805$2,755 ▲6.7%755,2585.6%ETFIJRiShares Core S&P Small-Cap ETF$41,796$283 ▲0.7%362,7515.3%ETFVGSHVanguard Short-Term Treasury Index ETF$33,877$880 ▲2.7%582,2804.3%ETFAVLVAvantis U.S. Large Cap Value ETF$33,013$251 ▼-0.8%494,4344.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$31,847$3,256 ▲11.4%317,4524.0%ETFVYMVanguard High Dividend Yield ETF$30,709$460 ▼-1.5%240,6863.9%ETFDFCFDimensional Core Fixed Income ETF$28,123$2,050 ▲7.9%681,4443.6%ETFIWBiShares Russell 1000 ETF$26,346$110 ▼-0.4%81,7803.3%ETFIEFAiShares Core MSCI EAFE ETF$26,072$747 ▲3.0%370,9733.3%ETFAVDVAvantis International Small Cap Value ETF$22,975$611 ▲2.7%353,0302.9%ETFPGProcter & Gamble$19,948$484 ▲2.5%118,9842.5%Consumer StaplesFNDFSchwab Fundamental International Large Company Index ETF$18,929$558 ▲3.0%569,9792.4%ETFDUHPDimensional US High Profitability ETF$17,982$364 ▲2.1%532,1722.3%ETFBOXXAlpha Architect 1-3 Month Box ETF$16,033$4,569 ▲39.9%145,3812.0%ETFVONEVanguard Russell 1000$15,269$152 ▼-1.0%57,2471.9%ETFSYLDCambria Shareholder Yield ETF$15,142$35 ▲0.2%221,1501.9%ETFAVUVAvantis U.S. Small Cap Value ETF$14,307$108 ▼-0.8%148,2121.8%ETFVFMFVanguard US Multifactor ETF$13,826$98 ▼-0.7%105,8781.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$11,896$477 ▲4.2%227,8001.5%ETFAVEMAvantis Emerging Markets Equity ETF$11,272$340 ▲3.1%191,7381.4%ETFVEAVanguard FTSE Developed Markets ETF$9,345$507 ▲5.7%195,4211.2%ETFMUBiShares National Muni Bond ETF$8,760$508 ▼-5.5%82,2131.1%ETFFYLDCambria Foreign Shareholder Yield ETF$7,886$604 ▲8.3%312,8181.0%ETFSUBiShares Short-Term National Muni Bond ETF$7,610$8 ▼-0.1%72,1491.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$5,464$288 ▲5.6%47,2910.7%ETFSCIService Co. International$5,097$637 ▼-11.1%63,8600.6%Consumer StaplesVTVVanguard Value ETF$4,901$65 ▼-1.3%28,9470.6%ETFEYLDCambria Emerging Shareholder Yield ETF$4,712$69 ▲1.5%150,5020.6%ETFSCHBSchwab US Broad Market ETF$4,453$2,960 ▲198.2%196,1700.6%ETFAAPLApple$4,151$37 ▼-0.9%16,5770.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$4,111$249 ▲6.4%93,3540.5%ETFVIGVanguard Dividend Appreciation ETF$2,733$34 ▼-1.2%13,9540.3%ETFIVViShares Core S&P 500 ETF$2,408$11 ▼-0.4%4,0900.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$2,267$2,267 ▲New Holding93,3260.3%ETFLLYEli Lilly and Company$2,250$4,783 ▼-68.0%2,9140.3%MedicalIWMiShares Russell 2000 ETF$2,0730.0%9,3830.3%FinanceSLYVSPDR S&P 600 Small CapValue ETF$1,729$1 ▲0.1%19,8170.2%ETFSCHESchwab Emerging Markets Equity ETF$1,645$3 ▲0.2%61,7570.2%ETFVONGVanguard Russell 1000 Growth ETF$1,519$2 ▼-0.1%14,7060.2%ETFVBKVanguard Small-Cap Growth ETF$1,414$48 ▼-3.3%5,0470.2%ETFSCHASchwab US Small-Cap ETF$1,353$673 ▲98.8%52,3220.2%ETFIWDiShares Russell 1000 Value ETF$1,331$5 ▼-0.3%7,1920.2%ETFMSFTMicrosoft$1,246$44 ▲3.6%2,9560.2%Computer and TechnologyAVGOBroadcom$1,219$476 ▼-28.1%5,2580.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,1970.0%2,9800.2%ETFMETAMeta Platforms$1,174$66 ▼-5.3%2,0050.1%Computer and TechnologyNVDANVIDIA$1,107$1 ▲0.1%8,2460.1%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,098$9 ▼-0.8%9,5910.1%ETFCODICompass Diversified$1,0160.0%44,0000.1%FinanceBSVVanguard Short-Term Bond ETF$8570.0%11,0950.1%ETFBerkshire Hath. Cl B$7960.0%1,7550.1%COMXOMExxon Mobil$788$75 ▼-8.7%7,3260.1%Oils/EnergyIWNiShares Russell 2000 Value ETF$774$39 ▲5.3%4,7170.1%ETFXLGInvesco S&P 500 Top 50 ETF$7260.0%14,5400.1%ETFHDHome Depot$708$106 ▼-13.0%1,8210.1%Retail/WholesaleJPMJPMorgan Chase & Co.$685$130 ▼-16.0%2,8580.1%FinanceIJHiShares Core S&P Mid-Cap ETF$661$6 ▼-1.0%10,6030.1%ETFABBVAbbVie$618$137 ▼-18.1%3,4790.1%MedicalSPYSPDR S&P 500 ETF Trust$602$58 ▲10.7%1,0280.1%FinancePEPPepsiCo$584$104 ▼-15.1%3,8400.1%Consumer StaplesCINFCincinnati Financial$5730.0%3,9900.1%FinanceMerck & Co$571$127 ▼-18.2%5,7380.1%COMJNJJohnson & Johnson$570$252 ▲79.2%3,9390.1%MedicalTRVTravelers Companies$554$57 ▼-9.4%2,2990.1%FinanceWMBWilliams Companies$554$83 ▼-13.1%10,2340.1%Oils/EnergyVNQVanguard Real Estate ETF$545$4 ▼-0.7%6,1130.1%ETFISTBiShares Core 1-5 Year USD Bond ETF$542$54 ▲11.0%11,3410.1%ManufacturingCVXChevron$535$76 ▼-12.5%3,6930.1%Oils/EnergyMCDMcDonald's$531$98 ▼-15.6%1,8330.1%Retail/WholesaleFNDASchwab Fundamental U.S. Small Company Index ETF$510$252 ▲97.8%17,1680.1%ETFNEENextEra Energy$507$91 ▼-15.2%7,0740.1%UtilitiesADPAutomatic Data Processing$493$80 ▼-13.9%1,6850.1%Business ServicesMDLZMondelez International$474$102 ▼-17.7%7,9320.1%Consumer StaplesPNCThe PNC Financial Services Group$437$101 ▼-18.8%2,2660.1%FinanceQQQInvesco QQQ$4290.0%8400.1%FinanceDuke Energy Corporation$423$3 ▼-0.7%3,9240.1%COMEaton Corporation$406$86 ▼-17.5%1,2230.1%COMVTIVanguard Total Stock Market ETF$404$14 ▼-3.3%1,3950.1%ETFMMCMarsh & McLennan Companies$399$88 ▼-18.0%1,8780.1%FinanceOTTROtter Tail$3890.0%5,2660.0%UtilitiesHubbell Inc Class B$3810.0%9100.0%COMAVXLAnavex Life Sciences$373$21 ▲6.1%34,7000.0%MedicalSRESempra$371$111 ▼-23.1%4,2280.0%UtilitiesETEnergy Transfer$3600.0%18,3990.0%Oils/EnergyTXNTexas Instruments$340$78 ▼-18.6%1,8110.0%Computer and TechnologyMTDRMatador Resources$318$1 ▲0.2%5,6530.0%Oils/EnergyGLDSPDR Gold Shares$3140.0%1,2980.0%FinanceKRKroger$3000.0%4,9070.0%Retail/WholesaleSCHXSchwab US Large-Cap ETF$298$199 ▲200.0%12,8640.0%ETFSBUXStarbucks$295$244 ▼-45.3%3,2320.0%Retail/WholesaleAMZNAmazon.com$295$11 ▼-3.6%1,3460.0%Retail/WholesaleSCHWCharles Schwab$285$3 ▼-1.0%3,8520.0%FinanceBNDVanguard Total Bond Market ETF$278$18 ▼-6.2%3,8600.0%ETFAPDAir Products and Chemicals$268$61 ▼-18.6%9250.0%Basic MaterialsLMTLockheed Martin$265$60 ▼-18.5%5460.0%AerospaceILCBiShares Morningstar U.S. Equity ETF$2640.0%3,2520.0%ETFORealty Income$264$60 ▼-18.4%4,9460.0%FinanceVDEVanguard Energy ETF$250$1 ▲0.5%2,0620.0%ETFShowing 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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