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:

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46138E354

Shares:3.2K

Value:$238.6K

% of Portfolio:0.2% ($238.6K/$110.1M)

46139W791

Shares:9.3K

Value:$236.4K

% of Portfolio:0.2% ($236.4K/$110.1M)

Tesla, Inc.

TSLA|88160R101

Shares:904

Value:$234.3K

% of Portfolio:0.2% ($234.3K/$110.1M)

921932828

Shares:2.3K

Value:$220.1K

% of Portfolio:0.2% ($220.1K/$110.1M)

46139W783

Shares:10.5K

Value:$214.4K

% of Portfolio:0.2% ($214.4K/$110.1M)

46139W833

Shares:8.6K

Value:$212.4K

% of Portfolio:0.2% ($212.4K/$110.1M)

46138J478

Shares:9.3K

Value:$210.4K

% of Portfolio:0.2% ($210.4K/$110.1M)

46138J445

Shares:9.6K

Value:$208.1K

% of Portfolio:0.2% ($208.1K/$110.1M)

46138J486

Shares:8.7K

Value:$202.5K

% of Portfolio:0.2% ($202.5K/$110.1M)

46138J494

Shares:8.5K

Value:$200.5K

% of Portfolio:0.2% ($200.5K/$110.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138E354)✕	3.2K	QoQ +0.03% (+1) YoY-	All Managers (Combined)	$238.6K	0.2% ($238.6K/$110.1M)	QoQ +6.77% (+$15.1K) YoY-
(cusip46139W791)✕	9.3K	QoQ +0.78% (-73) YoY-	All Managers (Combined)	$236.4K	0.2% ($236.4K/$110.1M)	QoQ -0.91% (-$2.2K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	904	QoQ -7.28% (-71) YoY-	All Managers (Combined)	$234.3K	0.2% ($234.3K/$110.1M)	QoQ -40.49% (-$159.5K) YoY-
(cusip921932828)✕	2.3K	QoQ +0.79% (-18) YoY-	All Managers (Combined)	$220.1K	0.2% ($220.1K/$110.1M)	QoQ -8.26% (-$19.8K) YoY-
(cusip46139W783)✕	10.5K	QoQ NEW(+10.5K) YoY-	All Managers (Combined)	$214.4K	0.2% ($214.4K/$110.1M)	QoQ NEW(+$214.4K) YoY-
(cusip46139W833)✕	8.6K	QoQ +0.80% (-69) YoY-	All Managers (Combined)	$212.4K	0.2% ($212.4K/$110.1M)	QoQ -1.16% (-$2.5K) YoY-
(cusip46138J478)✕	9.3K	QoQ NEW(+9.3K) YoY-	All Managers (Combined)	$210.4K	0.2% ($210.4K/$110.1M)	QoQ NEW(+$210.4K) YoY-
(cusip46138J445)✕	9.6K	QoQ NEW(+9.6K) YoY-	All Managers (Combined)	$208.1K	0.2% ($208.1K/$110.1M)	QoQ NEW(+$208.1K) YoY-
(cusip46138J486)✕	8.7K	QoQ +0.59% (-52) YoY-	All Managers (Combined)	$202.5K	0.2% ($202.5K/$110.1M)	QoQ -0.07% (-$151) YoY-
(cusip46138J494)✕	8.5K	QoQ NEW(+8.5K) YoY-	All Managers (Combined)	$200.5K	0.2% ($200.5K/$110.1M)	QoQ NEW(+$200.5K) YoY-