Financial Advocates Investment Management Options Holdings

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$527,000
900
Q4 2024
Reduced 18.18%
AMZN
Amazon Com Inc

Consumer Cyclical
PUT
$197,000
900
Q2 2024
Reduced 10.0%
TLT
Ishares Barclays 20+ Year Trea

ETFs
CALL
$130,000
1.5K
Q4 2024
New holding
SLV
I Shares Silver Trust

ETFs
CALL
$134,000
5.1K
Q3 2024
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$153,000
300
Q4 2024
Reduced 40.0%
TLT
Ishares Barclays 20+ Year Trea

ETFs
PUT
$130,000
1.5K
Q4 2024
New holding
NVDA
Nvidia Corp

Technology
PUT
$134,000
1K
Q4 2024
New holding
SNOW
Snowflake Inc.

Technology
CALL
$92,000
600
Q4 2024
Added 220.0%
SNOW
Snowflake Inc.

Technology
PUT
$247,000
1.6K
Q4 2024
Added 220.0%
AAPL
Apple Inc.

Technology
PUT
$100,000
400
Q1 2024
New holding
NVDA
Nvidia Corp

Technology
CALL
$26,000
200
Q4 2024
New holding
LQD
Ishares Iboxx $ Investment Gra

ETFs
CALL
$21,000
200
Q4 2024
New holding
INTC
Intel Corp

Technology
PUT
$6,000
300
Q4 2024
New holding
INTC
Intel Corp

Technology
CALL
$6,000
300
Q4 2024
New holding
Hut 8 Corp
CALL
$0
500
Q2 2024
New holding
DXCM
Dexcom Inc

Healthcare
CALL
$77,000
1K
Q4 2024
New holding
BHP
Bhp Group LTD

Basic Materials
PUT
$48,000
1K
Q2 2024
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
PUT
$80,000
200
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 752
  • Current Value $1.71 Billion
  • Prior Value $1.78 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 54 stocks
  • Additional Purchases 317 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 348 stocks
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