Exencial Wealth Advisors, LLC Options Holdings

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2024

Options Holdings Table

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

Technology
CALL
$2.44 Million
2.7K
Q1 2024
Added 35.0%
IWM
Ishares Russell 2000 ETF

ETFs
PUT
$1.75 Million
8.3K
Q1 2024
Reduced 7.78%
CELH
Celsius Holdings, Inc.

Consumer Defensive
CALL
$621,000
7.5K
Q1 2024
New holding
LULU
Lululemon Athletica Inc.

Consumer Cyclical
CALL
$429,000
1.1K
Q1 2024
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$366,000
700
Q1 2024
New holding
PANW
Palo Alto Networks Inc

Technology
CALL
$284,000
1K
Q1 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 495
  • Current Value $2.63 Billion
  • Prior Value $2.42 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 33 stocks
  • Additional Purchases 179 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 260 stocks
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