Adviser Investments LLC Options Holdings

Adviser Investments LLC

  • $7.85 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
ETN
Eaton Corp PLC

Industrials
PUT
$1.29 Million
3.6K
Q2 2025
New holding
CAR
Avis Budget Group, Inc.

Industrials
PUT
$1.89 Million
11.2K
Q2 2025
New holding
MSFT
Microsoft Corp

Technology
PUT
$547,000
1.1K
Q2 2025
Reduced 54.17%
AAPL
Apple Inc.

Technology
PUT
$205,000
1K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 930
  • Current Value $7.85 Billion
  • Prior Value $7.85 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 75 stocks
  • Additional Purchases 197 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 235 stocks
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