Advisor Resource Council Options Holdings

Advisor Resource Council

  • $298 Million
  • Q3 2024

Options Holdings Table

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

ETFs
PUT
$75 Million
131K
Q3 2024
Added 47.02%
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$4.76 Million
8.3K
Q3 2024
Added 47.02%
AMT
American Tower Corp

Real Estate
CALL
$930,000
4K
Q3 2024
New holding
MSFT
Microsoft Corp

Technology
CALL
$860,000
2K
Q2 2024
New holding
ODFL
Old Dominion Freight Line, Inc.

Industrials
CALL
$694,000
3.5K
Q3 2024
New holding
NVDA
Nvidia Corp

Technology
PUT
$522,000
4.3K
Q3 2024
Added 4.88%
AAPL
Apple Inc.

Technology
CALL
$232,000
1K
Q1 2024
New holding
MDT
Medtronic PLC

Healthcare
CALL
$207,000
2.3K
Q3 2024
New holding
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
PUT
$184,000
400
Q3 2024
New holding
PLD
Prologis, Inc.

Real Estate
CALL
$25,000
200
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $298 Million
  • Prior Value $179 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 189 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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