HoldingsChannel.com
Opes Wealth Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 665,447 +19,372 $18,346
     FNDF665,447+19,372$18,346
SCHWAB STRATEGIC TR 297,874 +42,561 $16,041
     SCHZ297,874+42,561$16,041
SCHWAB STRATEGIC TR 306,836 -1,504 $12,006
     FNDB306,836-1,504$12,006
SCHWAB STRATEGIC TR 125,781 -5,317 $10,567
     SCHG125,781-5,317$10,567
SCHWAB STRATEGIC TR 294,080 +3,010 $9,037
     FNDC294,080+3,010$9,037
SCHWAB STRATEGIC TR 154,791 -1,521 $8,781
     SCHV154,791-1,521$8,781
SCHWAB STRATEGIC TR 86,075 +1,741 $6,113
     SCHB86,075+1,741$6,113
SCHWAB STRATEGIC TR 146,568 +2,811 $5,534
     FNDA146,568+2,811$5,534
ISHARES TR (IWF) 32,684 -425 $5,217
     IWF32,684-425$5,217
ISHARES TR (MTUM) 37,945 +1,442 $4,525
     MTUM37,945+1,442$4,525
SPDR INDEX SHS FDS (SPEM) 113,478 +43,974 $3,890
     SPEM113,478+43,974$3,890
ISHARES INC (IEMG) 79,029 -23,889 $3,874
     IEMG79,029-23,889$3,874
SCHWAB STRATEGIC TR 96,511 -2,431 $3,817
     FNDX96,511-2,431$3,817
SPDR INDEX SHS FDS (SPDW) 129,456 +1,663 $3,801
     SPDW129,456+1,663$3,801
ISHARES TR (IUSB) 68,179 +5,731 $3,573
     IUSB68,179+5,731$3,573
SPDR SERIES TRUST (BWX) 123,826 +5,482 $3,554
     BWX123,826+5,482$3,554
ISHARES TR (USMV) 55,322 -179 $3,546
     USMV55,322-179$3,546
ISHARES TR (IWD) 26,787 -55 $3,436
     IWD26,787-55$3,436
APPLE INC 14,911 -5 $3,340
     AAPL14,911-5$3,340
ISHARES TR (IJJ) 12,012 -272 $1,921
     IJJ12,012-272$1,921
SCHWAB STRATEGIC TR 59,982 +2,857 $1,642
     FNDE59,982+2,857$1,642
VANGUARD WHITEHALL FDS INC (VYM) 17,814 +1,075 $1,581
     VYM17,814+1,075$1,581
SCHWAB STRATEGIC TR 26,344 +1,056 $1,443
     SCHD26,344+1,056$1,443
SPDR SERIES TRUST (MDYV) 27,491 +482 $1,411
     MDYV27,491+482$1,411
WISDOMTREE TR 34,549 +546 $1,254
     DON34,549+546$1,254
INVESCO EXCHNG TRADED FD TR (SPLV) 21,554 +1,592 $1,248
     SPLV21,554+1,592$1,248
TESLA INC 3,223 UNCH $776
     TSLA3,223UNCH$776
JOHNSON & JOHNSON 5,729 +373 $741
     JNJ5,729+373$741
JP MORGAN EXCHANGE TRADED FD (JPEM) 13,290 UNCH $697
     JPEM13,290UNCH$697
AKAMAI TECHNOLOGIES INC 6,781 +377 $620
     AKAM6,781+377$620
SCHWAB STRATEGIC TR 10,666 -1,680 $603
     SCHM10,666-1,680$603
MICROSOFT CORP 3,005 +1,033 $418
     MSFT3,005+1,033$418
ALPHABET INC 319 +319 $389
     GOOG319+319$389
SPDR SERIES TRUST (IBND) 11,347 +1,177 $378
     IBND11,347+1,177$378
VANGUARD INDEX FDS (VOE) 3,307 -164 $374
     VOE3,307-164$374
SPDR S&P 500 ETF TR (SPY) 1,231 -35 $365
     SPY1,231-35$365
SCHWAB STRATEGIC TR 14,396 UNCH $362
     SCHE14,396UNCH$362
ALPHABET INC 274 +274 $335
     GOOGL274+274$335
NBT BANCORP INC 8,559 UNCH $313
     NBTB8,559UNCH$313
SONY CORP 5,000 UNCH $296
     SNE5,000UNCH$296
CISCO SYS INC 5,868 +1,498 $290
     CSCO5,868+1,498$290
ISHARES TR (ITOT) 4,227 -399 $284
     ITOT4,227-399$284
ACTIVISION BLIZZARD INC 4,738 UNCH $251
     ATVI4,738UNCH$251
SCHWAB STRATEGIC TR 7,645 UNCH $243
     SCHC7,645UNCH$243
STARBUCKS CORP 2,574 -401 $228
     SBUX2,574-401$228
NIKE INC 2,420 +2,420 $227
     NKE2,420+2,420$227
DISNEY WALT CO 1,721 +140 $224
     DIS1,721+140$224
PIMCO ETF TR (BOND) 2,023 +2,023 $220
     BOND2,023+2,023$220
SSGA ACTIVE ETF TR (TOTL) 4,470 +4,470 $220
     TOTL4,470+4,470$220
INTEL CORP 4,107 +4,107 $212
     INTC4,107+4,107$212

See Full List: All Stocks Held By Opes Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Opes Wealth Management LLC

Size ($ in 1000's)
At 09/30/2019: $151,515
At 06/30/2019: $146,321

Opes Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Opes Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Opes Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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