Montag A & Associates Inc Options Holdings

Montag A & Associates Inc

  • $2.02 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AVGO
Broadcom Inc.

Technology
CALL
$358,000
1.3K
Q2 2025
New holding
AMD
Advanced Micro Devices Inc

Technology
CALL
$184,000
1.3K
Q2 2025
New holding
META
Meta Platforms, Inc.

Communication Services
CALL
$147,000
200
Q2 2025
New holding
Arista Networks Inc
CALL
$0
1.7K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 950
  • Current Value $2.02 Billion
  • Prior Value $1.97 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 45 stocks
  • Additional Purchases 164 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 329 stocks
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