Morling Financial Advisors, LLC Options Holdings

Morling Financial Advisors, LLC

  • $272 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
PUT
$259,000
1K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $272 Million
  • Prior Value $270 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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