HoldingsChannel.com
Opes Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 665,423 -24 $19,244
     FNDF665,423-24$19,244
SCHWAB STRATEGIC TR 339,616 +41,742 $18,146
     SCHZ339,616+41,742$18,146
SCHWAB STRATEGIC TR 301,703 -5,133 $12,714
     FNDB301,703-5,133$12,714
SCHWAB STRATEGIC TR 106,068 -19,713 $9,855
     SCHG106,068-19,713$9,855
SCHWAB STRATEGIC TR 290,634 -3,446 $9,664
     FNDC290,634-3,446$9,664
SCHWAB STRATEGIC TR 149,461 -5,330 $8,986
     SCHV149,461-5,330$8,986
APPLE INC 25,924 +11,013 $7,613
     AAPL25,924+11,013$7,613
SCHWAB STRATEGIC TR 88,420 +2,345 $6,798
     SCHB88,420+2,345$6,798
ISHARES TR (IWF) 32,197 -487 $5,664
     IWF32,197-487$5,664
ISHARES TR (MTUM) 43,592 +5,647 $5,473
     MTUM43,592+5,647$5,473
SPDR INDEX SHS FDS (SPEM) 126,073 +12,595 $4,739
     SPEM126,073+12,595$4,739
SCHWAB STRATEGIC TR 110,692 -35,876 $4,454
     FNDA110,692-35,876$4,454
ISHARES TR (IUSB) 79,020 +10,841 $4,118
     IUSB79,020+10,841$4,118
SCHWAB STRATEGIC TR 94,009 -2,502 $4,012
     FNDX94,009-2,502$4,012
ISHARES INC (IEMG) 73,821 -5,208 $3,969
     IEMG73,821-5,208$3,969
SPDR SERIES TRUST (BWX) 130,889 +7,063 $3,771
     BWX130,889+7,063$3,771
ISHARES TR (IWD) 26,629 -158 $3,634
     IWD26,629-158$3,634
SPDR INDEX SHS FDS (SPDW) 113,657 -15,799 $3,563
     SPDW113,657-15,799$3,563
ISHARES TR (USMV) 52,027 -3,295 $3,413
     USMV52,027-3,295$3,413
INVESCO EXCHNG TRADED FD TR (SPLV) 31,787 +10,233 $1,854
     SPLV31,787+10,233$1,854
ISHARES TR (IJJ) 10,466 -1,546 $1,787
     IJJ10,466-1,546$1,787
SCHWAB STRATEGIC TR 55,809 -4,173 $1,665
     FNDE55,809-4,173$1,665
VANGUARD WHITEHALL FDS INC (VYM) 17,345 -469 $1,625
     VYM17,345-469$1,625
SCHWAB STRATEGIC TR 25,335 -1,009 $1,467
     SCHD25,335-1,009$1,467
TESLA INC 3,223 UNCH $1,348
     TSLA3,223UNCH$1,348
WISDOMTREE TR 29,115 -5,434 $1,108
     DON29,115-5,434$1,108
VANGUARD INDEX FDS (VOE) 8,404 +5,097 $1,002
     VOE8,404+5,097$1,002
SPDR SERIES TRUST (MDYV) 17,499 -9,992 $959
     MDYV17,499-9,992$959
JOHNSON & JOHNSON 4,949 -780 $722
     JNJ4,949-780$722
AKAMAI TECHNOLOGIES INC 5,820 -961 $503
     AKAM5,820-961$503
JP MORGAN EXCHANGE TRADED FD (JPEM) 8,430 -4,860 $481
     JPEM8,430-4,860$481
MICROSOFT CORP 3,025 +20 $477
     MSFT3,025+20$477
SPDR SERIES TRUST (IBND) 13,422 +2,075 $458
     IBND13,422+2,075$458
SPDR S&P 500 ETF TR (SPY) 1,170 -61 $377
     SPY1,170-61$377
ISHARES TR (ITOT) 4,867 +640 $354
     ITOT4,867+640$354
NBT BANCORP INC 8,559 UNCH $347
     NBTB8,559UNCH$347
SONY CORP 5,000 UNCH $340
     SNE5,000UNCH$340
ACTIVISION BLIZZARD INC 4,738 UNCH $282
     ATVI4,738UNCH$282
CISCO SYS INC 5,866 -2 $281
     CSCO5,866-2$281
ALPHABET INC 202 -117 $270
     GOOG202-117$270
SCHWAB STRATEGIC TR 9,805 -4,591 $268
     SCHE9,805-4,591$268
SCHWAB STRATEGIC TR 7,455 -190 $258
     SCHC7,455-190$258
DISNEY WALT CO 1,698 -23 $246
     DIS1,698-23$246
INTEL CORP 4,107 UNCH $246
     INTC4,107UNCH$246
ALPHABET INC 182 -92 $244
     GOOGL182-92$244
STARBUCKS CORP 2,658 +84 $234
     SBUX2,658+84$234
NIKE INC 2,176 -244 $220
     NKE2,176-244$220
COSTCO WHSL CORP NEW 700 UNCH $206
     COST700UNCH$206
FACEBOOK INC 987 +987 $203
     FB987+987$203

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 12/31/2019: $163,113
At 09/30/2019: $151,515

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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