Avidian Wealth Solutions, LLC Options Holdings

Avidian Wealth Solutions, LLC

  • $1.98 Billion
  • Q1 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
NVDA
Nvidia Corp

Technology
CALL
$145 Million
160K
Q1 2024
Added 295.06%
SMCI
Super Micro Computer, Inc.

Technology
CALL
$40.4 Million
40K
Q1 2024
New holding
CROX
Crocs, Inc.

Consumer Cyclical
CALL
$4.83 Million
33.6K
Q4 2023
New holding
TOL
Toll Brothers, Inc.

Consumer Cyclical
CALL
$1.29 Million
10K
Q1 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 440
  • Current Value $1.98 Billion
  • Prior Value $1.61 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 53 stocks
  • Additional Purchases 210 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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