Occidental Asset Management, LLC Options Holdings

Occidental Asset Management, LLC

  • $637 Million
  • Q4 2024

Options Holdings Table

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

ETFs
PUT
$1.58 Million
2.7K
Q4 2024
Reduced 10.0%
MSFT
Microsoft Corp

Technology
PUT
$337,000
800
Q3 2024
New holding
VZ
Verizon Communications Inc

Communication Services
PUT
$319,000
8K
Q3 2024
New holding
HD
Home Depot, Inc.

Consumer Cyclical
PUT
$194,000
500
Q3 2024
New holding
NVDA
Nvidia Corp

Technology
PUT
$107,000
800
Q4 2024
New holding
CRWD
Crowd Strike Holdings, Inc.

Technology
CALL
$68,000
200
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $637 Million
  • Prior Value $616 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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