Oak Family Advisors, LLC Options Holdings

Oak Family Advisors, LLC

  • $284 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
$39.2 Million
70K
Q1 2025
Added 171.32%
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$12.1 Million
25.8K
Q1 2025
Added 222.5%
AAPL
Apple Inc.

Technology
PUT
$1.55 Million
7K
Q1 2025
Added 233.33%
GOOG
Alphabet Inc.

Communication Services
PUT
$781,000
5K
Q1 2025
New holding
JPM
Jpmorgan Chase & CO

Financial Services
PUT
$613,000
2.5K
Q1 2025
New holding
TLT
Ishares Barclays 20+ Year Trea

ETFs
CALL
$360,000
4K
Q1 2025
New holding
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
PUT
$215,000
1.3K
Q1 2025
New holding
XLY
Select Sector Spdr Consumer Di

ETFs
PUT
$197,000
1K
Q1 2025
New holding
RTX
Raytheon Technologies Corp

Industrials
PUT
$185,000
1.4K
Q1 2025
New holding
XLC
Select Sector Spdr Tr Communic

ETFs
PUT
$191,000
2K
Q1 2025
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$140,000
300
Q1 2025
Added 222.5%
DOCU
Docusign, Inc.

Technology
PUT
$122,000
1.5K
Q1 2025
New holding
GNTX
Gentex Corp

Consumer Cyclical
CALL
$93,000
4K
Q1 2025
New holding
NVO
Novo Nordisk A S

Healthcare
CALL
$69,000
1K
Q1 2025
New holding
NVDA
Nvidia Corp

Technology
CALL
$54,000
500
Q1 2025
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
PUT
$57,000
300
Q1 2025
New holding
NEM
Newmont Corp

Basic Materials
CALL
$48,000
1K
Q1 2025
Added 66.67%
NICE
Nice Ltd.

Technology
CALL
$30,000
200
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $284 Million
  • Prior Value $268 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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