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

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

  • $3.31 Billion
  • Q1 2024

Options Holdings Table

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

Technology
PUT
$89.5 Million
99K
Q1 2024
Reduced 27.31%
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$351,000
2K
Q1 2024
New holding
UNH
Unitedhealth Group Inc

Healthcare
CALL
$98,000
200
Q1 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 530
  • Current Value $3.31 Billion
  • Prior Value $3.01 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 06, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 51 stocks
  • Additional Purchases 268 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 170 stocks
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