Northern Oak Wealth Management Inc Options Holdings

Northern Oak Wealth Management Inc

  • $775 Million
  • Q1 2025

Options Holdings Table

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

ETFs
PUT
$1.12 Million
2K
Q1 2025
New holding
BAC
Bank Of America Corp

Financial Services
CALL
$146,000
3.5K
Q1 2025
New holding
C
Citigroup Inc

Financial Services
CALL
$70,000
1K
Q1 2025
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$93,000
200
Q1 2025
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$55,000
100
Q1 2025
New holding
SLB
Schlumberger Limited

Energy
CALL
$20,000
500
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $775 Million
  • Prior Value $788 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 105 stocks
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