Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Options Holdings

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.65 Billion
  • Q4 2024

Options Holdings Table

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

Technology
PUT
$9.24 Million
68.8K
Q3 2024
Reduced 85.48%
PLTR
Palantir Technologies Inc.

Technology
PUT
$605,000
8K
Q4 2024
New holding
COST
Costco Wholesale Corp

Consumer Defensive
PUT
$366,000
400
Q4 2024
Reduced 86.67%

Summary

  • Portfolio
  • No. of Stocks 698
  • Current Value $3.65 Billion
  • Prior Value $3.55 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 63 stocks
  • Additional Purchases 363 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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