Edge Financial Advisors LLC Options Holdings

Edge Financial Advisors LLC

  • $114 Billion
  • Q1 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
GOOG
Alphabet Inc.

Communication Services
PUT
$4.26 Million
15
Q1 2024
New holding
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
PUT
$496,000
2
Q1 2024
New holding
DIS
Walt Disney CO

Communication Services
PUT
$684,000
9
Q1 2024
New holding
MA
Mastercard Inc

Financial Services
PUT
$2.18 Million
4
Q1 2024
New holding
UNH
Unitedhealth Group Inc

Healthcare
PUT
$3.08 Million
1
Q1 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $114 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 127 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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