OI

OPUS INVESTMENT MANAGEMENT INC

13F
OPUS INVESTMENT MANAGEMENT INC
Last update 2025-02-11 29 Stocks (0 new)
Value $135.00 Mil Turnover 0 %
Countries:
Top Holdings: VTI(22.05%)WMT(6.34%)AAPL(5.99%)ABBV(5.47%)PEG(5.02%)
Summary Stock Picks Current Portfolio
OPUS INVESTMENT MANAGEMENT INC... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
102,994
29,848.7
0%
22.050
0%
0.010
-8.30%
-5.59%
471,112.4
 
WMT 		Walmart Inc
95,000
8,583.3
-1.04%
6.340
-0.06%
0.000
-1.23%
+6.59%
768,405.2
Retail - Defensive
AAPL 		Apple Inc
32,400
8,113.6
0%
5.990
0%
0.000
-11.66%
-15.56%
3,172,812.0
Hardware
ABBV 		AbbVie Inc
41,700
7,410.1
0%
5.470
0%
0.000
+11.43%
+10.94%
342,315.0
Drug Manufacturers
PEG 		Public Service Enterprise Group Inc
80,500
6,801.4
0%
5.020
0%
0.020
+0.69%
-2.63%
40,687.6
Utilities - Regulated
NEE 		NextEra Energy Inc
88,000
6,308.7
0%
4.660
0%
0.000
-4.35%
-5.42%
138,442.9
Utilities - Regulated
XEL 		Xcel Energy Inc
91,709
6,192.2
0%
4.570
0%
0.020
+7.86%
+6.42%
40,759.7
Utilities - Regulated
PAYX 		Paychex Inc
35,400
4,963.8
0%
3.670
0%
0.010
+0.33%
+5.10%
52,735.5
Software
PEP 		PepsiCo Inc
31,200
4,744.3
0%
3.500
0%
0.000
-9.89%
-10.89%
184,149.7
Beverages - Non-Alcoholic
WEC 		WEC Energy Group Inc
50,000
4,702.0
0%
3.470
0%
0.020
+12.31%
+17.07%
34,828.6
Utilities - Regulated

OPUS INVESTMENT MANAGEMENT INC's Historical Top Holdings Breakdowns

OPUS INVESTMENT MANAGEMENT INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BLK 		BlackRock Inc2024-12-31Sold Out
-1.00%
●
940.67 ($1016.21) 1065.26
$920.52
-9.42%
Sold Out
0
-1,500
WMT 		Walmart Inc2024-12-31Reduce
-0.06%
●
79.1 ($86.86) 95.7
$96.04
10.57%
Reduce -1.04%
95,000
-1,000
VTI 		Vanguard Total Stock Market ETF2024-09-30Reduce
-5.22%
●
255.18 ($272.76) 283.2
$272.66
-0.04%
Reduce -22.66%
102,994
-30,184
USMV 		iShares MSCI USA Min Vol Factor ETF2024-09-30Sold Out
-3.28%
●
83.76 ($88.16) 91.82
$91.86
4.20%
Sold Out
0
-60,560
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-09-30Sold Out
-2.87%
●
113.41 ($121.07) 125.62
$120.94
-0.11%
Sold Out
0
-37,479
SCHD 		Schwab US Dividend Equity ETF2024-09-30Sold Out
-1.47%
●
25.67 ($27.24) 28.35
$25.89
-4.96%
Sold Out
0
-29,288
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Sold Out
-1.43%
●
19.98 ($21.35) 22.17
$21.35
0%
Sold Out
0
-35,240
IVV 		iShares Core S&P 500 ETF2024-09-30Sold Out
-0.41%
●
520.18 ($556.01) 576.82
$556.95
0.17%
Sold Out
0
-1,150
VOO 		Vanguard S&P 500 ETF2024-09-30Sold Out
-0.40%
●
475.2 ($508.3) 527.7
$509.49
0.23%
Sold Out
0
-1,250
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30Sold Out
-0.30%
●
60.84 ($65.03) 67.51
$65.17
0.22%
Sold Out
0
-7,185

OPUS INVESTMENT MANAGEMENT INC Total Holding History ($B)

To

OPUS INVESTMENT MANAGEMENT INC's Asset Allocation

To

OPUS INVESTMENT MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

OPUS INVESTMENT MANAGEMENT INC's Hypothetical Growth since 2024-12-31

OPUS INVESTMENT MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

OPUS INVESTMENT MANAGEMENT INC's Holdings Heat Map

Size field:

OPUS INVESTMENT MANAGEMENT INC's Holdings Bubble Chart

OPUS INVESTMENT MANAGEMENT INC News

  • 1

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