Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $308 Million
  • Prior Value $277 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Highland Financial Advisors, LLC Portfolio

Follow Highland Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Highland Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Highland Financial Advisors, LLC with notifications on news.