Oak Family Advisors, LLC Options Holdings

Oak Family Advisors, LLC

  • $268 Million
  • Q4 2024

Options Holdings Table

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

ETFs
PUT
$15.1 Million
25.8K
Q4 2024
Reduced 68.42%
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$4.09 Million
8K
Q4 2024
Added 433.33%
AAPL
Apple Inc.

Technology
PUT
$525,000
2.1K
Q4 2024
Reduced 53.33%
TSLA
Tesla, Inc.

Consumer Cyclical
PUT
$403,000
1K
Q4 2024
New holding
AZN
Astrazeneca PLC

Healthcare
CALL
$124,000
1.9K
Q4 2024
New holding
BA
Boeing CO

Industrials
CALL
$88,000
500
Q4 2024
New holding
NEM
Newmont Corp

Basic Materials
CALL
$22,000
600
Q4 2024
New holding
DOCU
Docusign, Inc.

Technology
CALL
$17,000
200
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $268 Million
  • Prior Value $318 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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