Hb Wealth Management, LLC Options Holdings

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

Options Holdings Table

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

Technology
PUT
$3.4 Million
28K
Q3 2024
Reduced 11.11%
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$1.49 Million
2.6K
Q3 2024
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$1.21 Million
2.1K
Q3 2024
New holding
NVDA
Nvidia Corp

Technology
CALL
$485,000
4K
Q3 2024
Reduced 11.11%
NUE
Nucor Corp

Basic Materials
PUT
$1.13 Million
7.5K
Q1 2024
New holding
AMD
Advanced Micro Devices Inc

Technology
CALL
$229,000
1.4K
Q3 2024
Reduced 41.67%
SOFI
So Fi Technologies, Inc.

Financial Services
CALL
$31,000
4K
Q3 2024
Reduced 55.56%
PANW
Palo Alto Networks Inc

Technology
CALL
$341,000
1K
Q3 2024
Reduced 56.52%
PLTR
Palantir Technologies Inc.

Technology
CALL
$93,000
2.5K
Q2 2024
Added 2400.0%
MSFT
Microsoft Corp

Technology
CALL
$86,000
200
Q2 2024
New holding
IBRX
Immunity Bio, Inc.

Healthcare
CALL
$59,000
16K
Q3 2024
Reduced 5.88%
FISV
Fiserv Inc

Technology
PUT
$212,000
1.7K
Q1 2024
New holding
DELL
Dell Technologies Inc.

Technology
CALL
$177,000
1.5K
Q3 2024
Reduced 25.0%
CRWD
Crowd Strike Holdings, Inc.

Technology
CALL
$252,000
900
Q3 2024
Added 125.0%
CELH
Celsius Holdings, Inc.

Consumer Defensive
CALL
$31,000
1K
Q3 2024
Reduced 66.67%
BIDU
Baidu, Inc.

Communication Services
CALL
$105,000
1K
Q3 2024
Reduced 75.0%
ASML
Asml Holding Nv

Technology
CALL
$83,000
100
Q3 2024
New holding
ZS
Zscaler, Inc.

Technology
CALL
$188,000
1.1K
Q3 2024
Reduced 77.55%

Summary

  • Portfolio
  • No. of Stocks 979
  • Current Value $9.29 Billion
  • Prior Value $8.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 90 stocks
  • Additional Purchases 547 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 231 stocks
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