Opulen-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "T",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ICF",
  null,
  null,
  "MSFT",
  "IJR",
  "IWF",
  "IVV",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  null,
  null,
  null,
  null,
  null,
  null,
  "SPLG",
  null,
  "VNQ",
  "VO",
  "VXF",
  "IVOO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  "ESGD",
  null,
  null,
  "VEU",
  "VUG",
  "VEA",
  null,
  "VBK",
  "BND",
  "VBR",
  "VB",
  "VOO",
  null,
  "SCHD",
  null,
  null,
  null,
  null,
  "MTUM",
  "DGRO",
  "RSP",
  "USMV",
  "QQQ",
  null,
  "MDY",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 90
Total Value: 110104358
Accession Number: 0002055099-25-000002
Form Type: 13F-HR
CIK: opulen-financial-group
Manager Name: Opulen-Financial-Group

Data Enrichment

41% identified

37 identified53 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

90 positions • $110.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:5.6K

Value:$609.5K

% of Portfolio:0.6% ($609.5K/$110.1M)

922042775

VEU|922042775

Shares:9.8K

Value:$591.5K

% of Portfolio:0.5% ($591.5K/$110.1M)

33739E108

Shares:32.5K

Value:$571.8K

% of Portfolio:0.5% ($571.8K/$110.1M)

808524722

Shares:21.1K

Value:$569.2K

% of Portfolio:0.5% ($569.2K/$110.1M)

78468R853

Shares:13.3K

Value:$541.1K

% of Portfolio:0.5% ($541.1K/$110.1M)

78464A128

Shares:2.9K

Value:$537.4K

% of Portfolio:0.5% ($537.4K/$110.1M)

78468R812

Shares:3.3K

Value:$524.6K

% of Portfolio:0.5% ($524.6K/$110.1M)

MICROSOFT CORP

MSFT|594918104

Shares:1.3K

Value:$505.7K

% of Portfolio:0.5% ($505.7K/$110.1M)

97717X578

Shares:16.3K

Value:$503.4K

% of Portfolio:0.5% ($503.4K/$110.1M)

78464A110

Shares:3.1K

Value:$491.8K

% of Portfolio:0.4% ($491.8K/$110.1M)

78464A854

SPLG|78464A854

Shares:7.5K

Value:$490.2K

% of Portfolio:0.4% ($490.2K/$110.1M)

922908553

VNQ|922908553

Shares:5.2K

Value:$468.5K

% of Portfolio:0.4% ($468.5K/$110.1M)

46429B697

USMV|46429B697

Shares:5.0K

Value:$467.9K

% of Portfolio:0.4% ($467.9K/$110.1M)

464288802

Shares:4.1K

Value:$466.1K

% of Portfolio:0.4% ($466.1K/$110.1M)

78468R531

Shares:8.5K

Value:$454.9K

% of Portfolio:0.4% ($454.9K/$110.1M)

464288505

Shares:8.4K

Value:$454.3K

% of Portfolio:0.4% ($454.3K/$110.1M)

78468R648

Shares:8.5K

Value:$395.5K

% of Portfolio:0.4% ($395.5K/$110.1M)

78468R663

Shares:4.2K

Value:$382.6K

% of Portfolio:0.3% ($382.6K/$110.1M)

78470P820

Shares:15.1K

Value:$379.4K

% of Portfolio:0.3% ($379.4K/$110.1M)

78464A847

Shares:7.3K

Value:$375.1K

% of Portfolio:0.3% ($375.1K/$110.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	5.6K	QoQ -2.29% (-132) YoY-	All Managers (Combined)	$609.5K	0.6% ($609.5K/$110.1M)	QoQ -21.14% (-$163.5K) YoY-
(VEUcusip922042775)	9.8K	QoQ +9.74% (+866) YoY-	All Managers (Combined)	$591.5K	0.5% ($591.5K/$110.1M)	QoQ +15.96% (+$81.4K) YoY-
(cusip33739E108)✕	32.5K	QoQ -1.70% (-565) YoY-	All Managers (Combined)	$571.8K	0.5% ($571.8K/$110.1M)	QoQ -2.31% (-$13.6K) YoY-
(cusip808524722)✕	21.1K	QoQ NEW(+21.1K) YoY-	All Managers (Combined)	$569.2K	0.5% ($569.2K/$110.1M)	QoQ NEW(+$569.2K) YoY-
(cusip78468R853)✕	13.3K	QoQ +16.83% (+1.9K) YoY-	All Managers (Combined)	$541.1K	0.5% ($541.1K/$110.1M)	QoQ +6.01% (+$30.7K) YoY-
(cusip78464A128)✕	2.9K	QoQ +0.24% (+7) YoY-	All Managers (Combined)	$537.4K	0.5% ($537.4K/$110.1M)	QoQ +0.14% (+$776) YoY-
(cusip78468R812)✕	3.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$524.6K	0.5% ($524.6K/$110.1M)	QoQ +1.18% (+$6.2K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.3K	QoQ +0.82% (-11) YoY-	All Managers (Combined)	$505.7K	0.5% ($505.7K/$110.1M)	QoQ -10.20% (-$57.5K) YoY-
(cusip97717X578)✕	16.3K	QoQ +3.57% (+563) YoY-	All Managers (Combined)	$503.4K	0.5% ($503.4K/$110.1M)	QoQ +4.89% (+$23.5K) YoY-
(cusip78464A110)✕	3.1K	QoQ -0.83% (-26) YoY-	All Managers (Combined)	$491.8K	0.4% ($491.8K/$110.1M)	QoQ -8.80% (-$47.5K) YoY-
(SPLGcusip78464A854)	7.5K	QoQ +0.33% (-25) YoY-	All Managers (Combined)	$490.2K	0.4% ($490.2K/$110.1M)	QoQ -4.29% (-$22.0K) YoY-
(VNQcusip922908553)	5.2K	QoQ +1.13% (+58) YoY-	All Managers (Combined)	$468.5K	0.4% ($468.5K/$110.1M)	QoQ +2.79% (+$12.7K) YoY-
(USMVcusip46429B697)	5.0K	QoQ +0.08% (+4) YoY-	All Managers (Combined)	$467.9K	0.4% ($467.9K/$110.1M)	QoQ +5.56% (+$24.7K) YoY-
(cusip464288802)✕	4.1K	QoQ +0.17% (-7) YoY-	All Managers (Combined)	$466.1K	0.4% ($466.1K/$110.1M)	QoQ -5.36% (-$26.4K) YoY-
(cusip78468R531)✕	8.5K	QoQ +0.12% (-11) YoY-	All Managers (Combined)	$454.9K	0.4% ($454.9K/$110.1M)	QoQ -5.14% (-$24.7K) YoY-
(cusip464288505)✕	8.4K	QoQ +0.13% (-11) YoY-	All Managers (Combined)	$454.3K	0.4% ($454.3K/$110.1M)	QoQ -7.52% (-$37.0K) YoY-
(cusip78468R648)✕	8.5K	QoQ -2.59% (-227) YoY-	All Managers (Combined)	$395.5K	0.4% ($395.5K/$110.1M)	QoQ -10.90% (-$48.4K) YoY-
(cusip78468R663)✕	4.2K	QoQ NEW(+4.2K) YoY-	All Managers (Combined)	$382.6K	0.3% ($382.6K/$110.1M)	QoQ NEW(+$382.6K) YoY-
(cusip78470P820)✕	15.1K	QoQ +0.73% (+110) YoY-	All Managers (Combined)	$379.4K	0.3% ($379.4K/$110.1M)	QoQ +1.39% (+$5.2K) YoY-
(cusip78464A847)✕	7.3K	QoQ +0.34% (-25) YoY-	All Managers (Combined)	$375.1K	0.3% ($375.1K/$110.1M)	QoQ -6.09% (-$24.4K) YoY-