Hb Wealth Management, LLC Options Holdings

Hb Wealth Management, LLC

  • $11.8 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$9.51 Million
17K
Q1 2025
Reduced 42.31%
EFA
Ishares Tr Msci Eafe ETF

ETFs
CALL
$6.13 Million
75K
Q1 2025
New holding
MKC
Mccormick & CO Inc

Consumer Defensive
PUT
$5.28 Million
64.1K
Q1 2025
New holding
AAPL
Apple Inc.

Technology
PUT
$5.04 Million
22.7K
Q1 2025
New holding
NVDA
Nvidia Corp

Technology
PUT
$3.03 Million
28K
Q1 2025
New holding
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$2.13 Million
10.7K
Q1 2025
New holding
AXSM
Axsome Therapeutics, Inc.

Healthcare
PUT
$2.9 Million
24.9K
Q1 2025
New holding
TROW
Price T Rowe Group Inc

Financial Services
PUT
$2.76 Million
30K
Q1 2025
New holding
EEM
Ishares Msci Emerging Markets

ETFs
CALL
$1.42 Million
32.4K
Q1 2025
New holding
PRU
Prudential Financial Inc

Financial Services
PUT
$882,000
7.9K
Q1 2025
New holding
DIS
Walt Disney CO

Communication Services
PUT
$908,000
9.2K
Q1 2025
New holding
BX
Blackstone Inc.

Financial Services
PUT
$740,000
5.3K
Q1 2025
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$839,000
1.5K
Q1 2025
Reduced 42.31%
ALGN
Align Technology Inc

Healthcare
PUT
$778,000
4.9K
Q1 2025
New holding
NUE
Nucor Corp

Basic Materials
PUT
$902,000
7.5K
Q1 2024
New holding
NVDA
Nvidia Corp

Technology
CALL
$325,000
3K
Q1 2025
New holding
ADBE
Adobe Inc.

Technology
CALL
$230,000
600
Q1 2025
New holding
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
CALL
$6,000
2K
Q1 2025
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$281,000
600
Q1 2025
New holding
FISV
Fiserv Inc

Technology
PUT
$212,000
1.7K
Q1 2024
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
PUT
$266,000
1.4K
Q1 2025
New holding
AGYS
Agilysys Inc

Technology
CALL
$14,000
200
Q1 2025
New holding
SYK
Stryker Corp

Healthcare
PUT
$297,000
800
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,221
  • Current Value $11.8 Billion
  • Prior Value $9.75 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 195 stocks
  • Additional Purchases 818 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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