Concurrent Investment Advisors, LLC Options Holdings

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
BE
Bloom Energy Corp

Industrials
CALL
$8.88 Million
400
Q4 2024
New holding
AMAT
Applied Materials Inc

Technology
CALL
$16.3 Million
100
Q1 2024
New holding
APLD
Applied Blockchain, Inc.

Financial Services
CALL
$4.58 Million
600
Q4 2024
New holding
AAPL
Apple Inc.

Technology
PUT
$25 Million
100
Q4 2024
New holding
AAPL
Apple Inc.

Technology
CALL
$49.4 Million
200
Q4 2024
New holding
APO
Apollo Global Management, Inc.

Financial Services
CALL
$16.5 Million
100
Q4 2024
New holding
APH
Amphenol Corp

Technology
CALL
$6.95 Million
100
Q3 2024
New holding
AMGN
Amgen Inc

Healthcare
CALL
$26.1 Million
100
Q1 2024
New holding
GOOGL
Alphabet Inc.

Communication Services
CALL
$56.8 Million
300
Q4 2024
New holding
APD
Air Products & Chemicals, Inc.

Basic Materials
CALL
$29 Million
100
Q1 2024
New holding
LLY
Eli Lilly & CO

Healthcare
CALL
$77.2 Million
100
Q3 2024
New holding
Fidelity Wise Origin Bitcoin
CALL
$97.9 Million
1.2K
Q4 2024
New holding
LMT
Lockheed Martin Corp

Industrials
CALL
$48.6 Million
100
Q1 2024
New holding
LMND
Lemonade, Inc.

Financial Services
CALL
$22 Million
600
Q4 2024
New holding
KLAC
Kla Corp

Technology
CALL
$63 Million
100
Q1 2024
New holding
HAL
Halliburton CO

Energy
CALL
$2.72 Million
100
Q4 2024
New holding
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$177 Million
800
Q4 2024
Added 33.33%
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$51.1 Million
100
Q4 2024
Reduced 13.64%
ICE
Intercontinental Exchange, Inc.

Financial Services
PUT
$14.9 Million
100
Q1 2024
New holding
INTC
Intel Corp

Technology
CALL
$2.01 Million
100
Q3 2024
Reduced 83.33%
HUMA
Humacyte, Inc.

Healthcare
CALL
$25.3 Million
5K
Q4 2024
New holding
HWM
Howmet Aerospace Inc.

Industrials
CALL
$10.9 Million
100
Q4 2024
Reduced 50.0%
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
CALL
$19.3 Million
800
Q4 2024
New holding
GS
Goldman Sachs Group Inc

Financial Services
CALL
$57.3 Million
100
Q4 2024
New holding
GS
Goldman Sachs Group Inc

Financial Services
PUT
$172 Million
300
Q4 2024
New holding
GE
General Electric CO

Industrials
PUT
$16.7 Million
100
Q4 2024
New holding
FCX
Freeport Mcmoran Inc

Basic Materials
CALL
$3.81 Million
100
Q1 2024
New holding
ABT
Abbott Laboratories

Healthcare
CALL
$11.3 Million
100
Q1 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 1,120
  • Current Value $3.71 Trillion
  • Prior Value $3.39 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 100 stocks
  • Additional Purchases 526 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 356 stocks
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